Earnings preparation
Which holdings report soon, and what should you check first?
Estimated report dates from filing cadence for an example book, the latest annual revenue and margin changes from 10-K filings, and a checklist for each holding before it reports.
Example as of 2026-10-07 (closing prices) · version 1 · eight real companies, illustrative share counts.
Estimated next reports
| Holding | Last filing | Estimated next report | Days from example date | Revenue growth (FY) | Operating margin (FY) |
|---|---|---|---|---|---|
| DAL | 10-Q · 2026-07-10 | 2026-10-09 | 2 | 2.8% | 9.2% |
| MSFT | 10-K · 2026-07-29 | 2026-10-28 | 21 | 17.8% | 46.8% |
| AAPL | 10-Q · 2026-07-31 | 2026-10-30 | 23 | 6.4% | 32.0% |
| XOM | 10-Q · 2026-05-04 | 2026-11-02 | 26 | -5.0% | Not reported |
| PG | 10-K · 2026-08-04 | 2026-11-03 | 27 | 3.3% | 22.7% |
| JPM | 10-Q · 2026-08-06 | 2026-11-05 | 29 | 2.8% | Not reported |
| HD | 10-Q · 2026-08-25 | 2026-11-24 | 48 | 3.2% | 12.7% |
| NVDA | 10-Q · 2026-08-26 | 2026-11-25 | 49 | 65.5% | 60.4% |
Checklist before each report
- DAL: confirm whether revenue growth (2.8% last fiscal year) is holding; margin compressed 0.5 pp last year — check whether that continues; $1.37B of debt matures within twelve months of the last 10-K.
- MSFT: confirm whether revenue growth (17.8% last fiscal year) is holding; margin expanded 1.2 pp last year — check whether that continues; $9.25B of debt matures within twelve months of the last 10-K.
- AAPL: confirm whether revenue growth (6.4% last fiscal year) is holding; margin expanded 0.5 pp last year — check whether that continues; $12.39B of debt matures within twelve months of the last 10-K.
- XOM: confirm whether revenue growth (-5.0% last fiscal year) is holding.
- PG: confirm whether revenue growth (3.3% last fiscal year) is holding; margin compressed 1.6 pp last year — check whether that continues; $6.46B of debt matures within twelve months of the last 10-K.
- JPM: confirm whether revenue growth (2.8% last fiscal year) is holding; $32.16B of debt matures within twelve months of the last 10-K.
Report dates are estimated as the last 10-Q or 10-K filing date plus 91 days, rolled forward a quarter when that date has passed; companies confirm exact dates in their own announcements.
Assumptions
- Share counts are illustrative; prices are the 2026-10-07 close; weights use market value.
- Company figures are the latest annual 10-K values in SEC XBRL; "Not reported" means the company does not tag that figure.
- Scenario returns and oil channel classifications are stated assumptions, not estimates.
Sources
- FRED DGS10: 10-year Treasury yield · as of 2026-10-07
- FRED DCOILWTICO: WTI crude · as of 2026-10-06
- SEC 10-K AAPL 0000320193-25-000079 · FY ending 2025-09-27
- SEC 10-K MSFT 0001193125-26-323660 · FY ending 2026-06-30
- SEC 10-K NVDA 0001045810-26-000021 · FY ending 2026-01-25
- SEC 10-K JPM 0001628280-26-008131 · FY ending 2025-12-31
- SEC 10-K XOM 0000034088-26-000045 · FY ending 2025-12-31
- SEC 10-K PG 0000080424-26-000103 · FY ending 2026-06-30
- SEC 10-K HD 0001628280-26-019436 · FY ending 2026-02-01
- SEC 10-K DAL 0000027904-26-000013 · FY ending 2025-12-31
- Daily closes: Polygon.io grouped daily bars, 2026-10-07
Apply this to your holdings
One holding per line as ticker, shares, price (for example AAPL,25,336.67). Your holdings stay in this browser, carry through checkout and reopen in Capital Command. Market Ontology Desk.