News Bulletin

Thursday, April 23 2026
Morning Edition

Economic Numbers:

Time	Event	Imp.	Actual	Forecast	Previous
Thursday, April 23, 2026
8:30	Initial Jobless Claims			211K	207K
8:30	Continuing Jobless Claims			1,820K	1,818K
8:30	Chicago Fed National Activity (Mar)				-0.11
8:30	Jobless Claims 4-Week Avg.				209.75K
9:45	S&P Global Services PMI (Apr)			12:00	49.8
9:45	S&P Global Manufacturing PMI (Apr)			12:00	52.3
9:45	S&P Global Composite PMI (Apr)				50.3
10:30	Natural Gas Storage			96B	59B
11:00	KC Fed Manufacturing Index (Apr)				11
11:00	KC Fed Composite Index (Apr)				11
11:30	4-Week Bill Auction				0.03595
11:30	8-Week Bill Auction				0.03615
16:30	Fed's Balance Sheet				6,706B
16:30	Reserve Balances with Federal Reserve Banks				2.980T

Indices

	CLOSE	50 DMA	200 DMA
DJIA	49490.77	47918.59	47035.83
NASDAQ	24657.57	22641.07	22562.62
S&P 500	7137.89	6774.09	6698.29

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap : market Capital)

Company	EPS	Consensus	Previous	Revenue	Consensus	Previous	MarketCap	Fiscal	Time
Caterpillar CAT		454.00%	6:00		16.29B	14.25B	$321.18B	Q1	AM
American Express AXP	4.28	3.97	15:21	18.91B	18.6B	17B	$248.33B	Q1	AM
Intel INTC		1.00%	3:07		12.3B	12.7B	$231.23B	Q1	PM
KLA-Tencor KLAC		915.00%	9:50		3.37B	3.06B	$227.83B	Q3	PM
Thermo Fisher Scientific TMO	5.44	5.25	3:36	11.01B	10.87B	10.36B	$225.8B	Q1	AM
Gilead Sciences GILD		190.00%	19:26		6.91B	6.67B	$183.59B	Q1	PM
NextEra Energy NEE	1.09	96.00%	23:45	6.7B	7.27B	6.25B	$180.74B	Q1	AM
Blackstone BX	1.36	1.38	2:09	3.62B	3.49B	3.29B	$173.37B	Q1	AM
Lockheed Martin LMT	644.00%	687.00%	6:43	18B	18.51B	18B	$149.71B	Q1	AM
Honeywell International HON	2.45	232.00%	12:14	9.14B	9.29B	9.82M	$148.2B	Q1	AM
Newmont Mining NEM		236.00%	6:00		6.84B	5.01B	$144.64B	Q1	PM
Union Pacific UNP	2.93	2.83	16:48	6.22B	6.11B	6.03B	$141.82B	Q1	AM
Southern Copper SCCO		176.00%	4:33		3.96B	3.12B	$135.9B	Q1	AM
Comcast CMCSA	0.79	83.00%	2:09	31.46B	30.47B	29.89B	$111.81B	Q1	AM
Freeport-McMoran FCX	0.57	0.45	5:45	6.23B	5.46B	5.73B	$84.56B	Q1	AM
Baker Hughes BKR		53.00%	12:14		6.41B	6.43B	$56.55B	Q1	PM
Digital Realty DLR		46.00%	6:28		1.6B	1.41B	$54.71B	Q1	PM
Ameriprise Financial AMP		10.34	12:00		4.74B	4.35B	$50.58B	Q1	PM
NASDAQ NDAQ	96.00%	92.00%	18:57	2.14B	1.37B	1.24B	$49.18B	Q1	AM
Comfort Systems USA FIX		671.00%	12:00		2.39B	1.83B	$48.92B	Q1	PM
Edwards Lifesciences EW		73.00%	15:21		1.6B	1.41B	$44.75B	Q1	PM
Keurig Dr Pepper KDP	0.39	0.38	10:04	3.98B	3.84B	3.64B	$41.78B	Q1	AM
CBRE Group CBRE	161.00%	112.00%	20:38	10.53B	10.23B	8.91B	$41.7B	Q1	AM
Roper Industries ROP	5.16	499.00%	18:43	2.1B	2.06B	1.88B	$39.8B	Q1	AM
Hartford Financial Services HIG		3.38	4:48		7.36B	6.81B	$39.36B	Q1	PM
PG&E PCG	43.00%	39.00%	7:55	6.88B	6.38B	5.98B	$37.47B	Q1	AM
EMCOR EME		593.00%	9:50		4.19B	3.87B	$34.33B	Q1	PM
IQVIA Holdings IQV		2.82	16:48		4.1B	3.83B	$32.84B	Q1	AM
DTE Energy DTE		208.00%	3:21		4.69B	3.37B	$30.24B	Q1	AM
CenterPoint Energy CNP	0.56	57.00%	12:43		2.78B	2.92B	$27.79B	Q1	AM
Dover DOV	2.28	226.00%	1:12	2.05B	2B	1.87B	$27.79B	Q1	AM
First Solar FSLR		3.16	22:48		1.22B	844.57M	$26.04B	Q1	PM
First Citizens Bancshares FCNCA		3963.00%	18:57		2.17B	2.3B	$25.84B	Q1	AM
Huntington Bancshares HBAN	0.37	16.00%	8:09		2.57B	1.94B	$25.71B	Q1	AM
PulteGroup PHM	1.79	1.84	13:40	3.3B	3.4B	3.89B	$24.7B	Q1	AM
Verisign VRSN		230.00%	2:24		424.16M	402.3M	$24.49B	Q1	PM
Principal Financial PFG		209.00%	19:26		4.15B	4B	$21.32B	Q1	PM
Snap-On SNA	4.69	4.74	12:14	1.21B	1.18B	1.14B	$19.59B	Q1	AM
Dow DOW	-14.00%	-32.00%	0:28	9.8B	9.48B	10.4B	$19.01B	Q1	AM
SS&C Technologies SSNC		165.00%	10:33		1.62B	1.51B	$18.53B	Q1	PM
Carlisle Companies CSL		340.00%	14:38		1.07B	1.1B	$18.31B	Q1	PM
West Pharmaceutical Services WST	2.13	1.68	10:48	844.9M	777.86M	698M	$17.83B	Q1	AM
Hasbro HAS		100.00%	16:48		906.37M	887.1M	$14.22B	Q1	AM
Erie Indemnity ERIE		316.00%	15:36		1.09B	989.4M	$13.89B	Q1	PM
Gaming And Leisure Properties GLPI		0.76	14:24		415.79M	395.2M	$12.86B	Q1	PM
Healthpeak Properties PEAK		7.20%	1:26		687.93M	702.89M	$12.23B	Q1
Old Republic International ORI	0.68	79.00%	19:26	2.2B	2.25B	2.06B	$10.76B	Q1	AM
Ensign ENSG		1.8	12:28		1.39B	1.17B	$9.92B	Q1	PM
Ryder System R	254.00%	234.00%	11:02	3.13B	3.05B	3.13B	$9.61B	Q1	AM
American Airlines AAL	-0.4	-38.00%		13.91B	13.62B	12.6B	$9.01B	Q1	AM
Rexford Industrial Realty REXR		27.00%	7:12		242.62M	252.29M	$8.94B	Q1	PM
FirstCash FCFS	2.69	2.33	1:40	1.05B	1.01B	836.42M	$7.95B	Q1	AM
Pool POOL	143.00%	135.00%	7:40	1.14B	1.1B	1.1B	$7.92B	Q1	AM
Fortune Brands Innovations FBHS		61.00%	15:50		1.03B	1.03B	$7.74B	Q1	PM
Boyd Gaming BYD		1.73	14:52		997.34M	991.57M	$7.36B	Q1	PM
TAL International TAL	45.00%	15.00%	0:14	802.39M	784.44M	610.2M	$7.06B	Q4	AM
Valley National Bancorp VLY	0.29	27.00%	4:19	540.36M	531.14M	478.4M	$6.45B	Q1	AM
Columbia Banking System COLB		0.69	16:04		677.34M	481.92M	$6.21B	Q1	PM
SLM SLM		81.00%	9:36		481.05M	581.01M	$5.79B	Q1	PM
United Bankshares UBSI	0.89	85.00%	14:09	316.6M	314.35M	289.61M	$5.77B	Q1	AM
Chemed CHE		552.00%	15:07		651.99M	646.9M	$5.74B	Q1	PM
Glacier Bancorp GBCI		0.65	11:31		307.87M	222.62M	$5.66B	Q1	PM
Ameris Bancorp ABCB		157.00%	6:43		309.48M	285.86M	$5.62B	Q1	PM
PTC Therapeutics PTCT		-43.00%	0:57		223.54M	190M	$5.35B	Q1	PM
Texas Capital Bancshares TCBI	1.58	1.42	22:04	323.98M	318.05M	280.48M	$4.85B	Q1	AM
Patrick Industries PATK		116.00%	2:38		1.03B	1B	$4.72B	Q1	AM
Osi Systems OSIS		263.00%	10:33		460.8M	444M	$4.6B	Q3	PM
Associated Banc ASB		0.68	14:09		384.2M	344.72M	$4.53B	Q1	PM
Tri Pointe Homes TPH		20.00%	16:48		515.2M	720.8M	$4.45B	Q1	AM
Enova International ENVA		365.00%	23:31		851.79M	746M	$4.13B	Q1	PM
SkyWest SKYW		223.00%	10:04		992.42M	948.46M	$4.1B	Q1	PM
Wsfs Financial WSFS		1.35	3:07		268.08M	256.1M	$3.96B	Q1	PM
Bread Financial Holdings ADS	415.00%	297.00%	20:38	1.02B	992.03M	970M	$3.63B	Q1	AM
Columbia Sportswear COLM		37.00%	18:00		760.86M	778.5M	$3.61B	Q1	PM
Bancorp TBBK		1.33	4:33		177.5M	175.38M	$3.24B	Q1	PM
Robert Half International RHI		13.00%	4:04		1.3B	1.35B	$2.85B	Q1	PM
Harley Davidson HOG		34.00%	1:40		1.01B	1.33B	$2.79B	Q1	AM
Iridium Communications IRDM	0.2	0.28	6:28	219.1M	218.93M	214.88M	$2.74B	Q1	AM
Boston Beer SAM		199.00%	3:50		441.51M	453.87M	$2.74B	Q1	PM
First Financial Bancorp FFBC		61.00%	15:07		258.8M	200.38M	$2.68B	Q1	PM
HUB HUBG		39.00%	10:33		885.76M	915.22M	$2.66B	Q1	PM
Visteon VC	1.65	1.89	8:38	954M	900.36M	934M	$2.58B	Q1	AM
Customers Bancorp CUBI		189.00%	12:57		223.54M	167.4M	$2.55B	Q1	PM
SPS Commerce SPSC		108.00%	20:38		197.63M	181.5M	$2.39B	Q1	PM
Knowles KN		0.22	4:19		143.1M	132.2M	$2.22B	Q1	PM
NBT Bancorp NBTB		98.00%	19:12		185.36M	154.67M	$2.14B	Q1	PM
Penn National Gaming PENN	0.11	12.00%		1.4B	1.74B	1.67B	$2.11B	Q1	AM
HNI HNI		0.36	10:33		1.21B	599.8M	$2.1B	Q1	AM
Strayer Education STRA	141.00%	141.00%	7:12	305.9M	313.8M	303.6M	$1.93B	Q1	AM
Omnicell OMCL		33.00%	6:14		281.49M	269.67M	$1.8B	Q1	AM
1st Source SRCE		163.00%	12:28		111.88M	104M	$1.78B	Q1	PM
CTS CTS		0.52	10:33		136.83M	125.77M	$1.73B	Q1	AM
Trico Bancshares TCBK	104.00%	97.00%	19:12	108.26M	107.53M	98.62M	$1.71B	Q1	AM
S&T Bancorp STBA	0.94	86.00%	20:52	102M	103.63M	93.75M	$1.65B	Q1	AM
Evertec EVTC		0.92	20:52		239.58M	228.8M	$1.64B	Q1	PM
LTC Properties LTC		58.00%	10:48		66.76M	31.44M	$1.59B	Q1	AM
World Kinect Corporation INT		34.00%	11:31		8.74B	9.45B	$1.59B	Q1	PM
CBIZ CBZ		2.28	6:57		869.55M	838.01M	$1.37B	Q1	PM
MaxLinear MXL		17.00%			133.96M	95.9M	$1.35B	Q1	PM
Ladder Capital LADR		24.00%	2:09		59.27M	51.2M	$1.31B	Q1	AM
Marten Transport MRTN		4.00%	1:12		202.8M	223.15M	$1.21B	Q1	PM
Gentherm THRM	0.84	0.52	12:14	393.7M	363.12M	354M	$989.2M	Q1	AM
XPLR Infrastructure NEP					310.79M	282M	$924M	Q1	AM

Market News:

U.S. stock futures edged lower on Thursday, as investors kept tabs on tensions in the Middle East and gauged an incoming raft of corporate results.

Tesla delivered a quarterly top- and bottom-line beat, as its core automotive business fared better than feared in the quarter. But shares of the company reversed course in aftermarket trade after the group outlined plans to shell out over $25 billion this year to fund a pivot into robotics and autonomous driving. In January, Tesla forecast annual capital expenditures of $20 billion.

IBM shares fell following a slowdown in revenue growth due to weakness at its software division.

Comcast shares popped after the media and cable group shed fewer broadband customers in the first quarter than analysts had predicted.

American Express ticked higher after the credit card company’s wealthier clientele helped fuel better-than-expected first-quarter profit.

American Airlines rose after the carrier notched higher-than-anticipated quarterly revenue and an adjusted loss per share that was narrower than expected, even as it faced headwinds from a war-linked increase in fuel costs.

Thermo Fisher Scientific’s first-quarter profit and revenue also topped estimates as growth in laboratory products and biopharma services businesses helped mitigate the impact of softer returns from its analytical instruments and specialty diagnostics units. But shares fell.

Honeywell shares slipped as well, after the industrial giant warned the Iran-related disruptions would its business. The group outlined a current-quarter forecast below Wall Street expectations.

Lockheed Martin shares dropped after the defense firm posted negative free cash flow of $291 million, suggesting the group burned through more cash than anticipated over the winter.

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