The newest earnings season is ready to kick off in earnest, and the stakes are excessive. Greater than 30 S & P 500 corporations are slated to launch their calendar third-quarter outcomes this week. Amongst them are Goldman Sachs, JPMorgan Chase and Financial institution of America. Johnson & Johnson are additionally on deck. Analysts on common anticipate S & P 500 earnings grew by 8% within the third quarter from the year-earlier interval, per FactSet’s John Butters. If that is the case, it’d mark the ninth straight quarter of revenue progress. And the outcomes might carry much more significance as U.S.-China commerce tensions ramp up once more. President Donald Trump on Friday threatened to place an extra 100% tariff on Chinese language imports. Under is CNBC Professional’s breakdown of what to anticipate on this week’s key stories. All instances ET. Tuesday Goldman Sachs is ready to report earnings earlier than the bell. A name with administration is ready for 9:30 a.m. Final quarter: GS topped estimates after it generated $840 million in buying and selling income. This quarter: Analysts polled by LSEG anticipate Goldman earnings to have jumped 30% 12 months over 12 months. What to look at: “We proceed to see danger/reward as enticing pushed by 1) tailwinds from a shifting regulatory backdrop that, past lowered capital necessities, ought to supply elevated strategic optionality round how the enterprise is run; 2) continued ramp-up in M & A/IPO exercise,” BofA analyst Ebrahim Poonawala wrote. He has a purchase score on Goldman. What historical past reveals: Goldman beats earnings expectations 86% of the time, in keeping with Bespoke Funding Group. Shares have additionally gone up after the discharge of the previous three quarterly stories. JPMorgan Chase is ready to report earnings within the premarket, adopted by a convention name at 8:30 a.m. Final quarter: JPM topped estimates because of sturdy buying and selling and funding banking revenues . This quarter: Analysts anticipate the corporate’s earnings grew by 10% from the year-earlier interval, LSEG information reveals. What to look at: “The one concern we hear is that JPM may do one thing sudden with earnings comparable to rationalize 2026E NII expectations given the prospect of decrease charges. … This nervousness appears borne out of JPM’s choice a bit of over a 12 months in the past to get forward of the sport and rationalize the next 12 months’s NII and expense expectations. However for our half, we don’t see this as a probable concern,” R. Scott Siefers of Piper Sandler wrote. What historical past reveals: JPMorgan’s earnings have topped expectations for six straight quarters, per Bespoke. Johnson & Johnson is ready to report earnings earlier than the open, with a name slated for 8:30 a.m. Final quarter: JNJ posted earnings and income that beat the Road, sending the refill 6%. This quarter: The pharma large is anticipated to submit earnings progress of greater than 10%, per LSEG. What to look at: “We anticipate investor concentrate on the coverage surroundings because it pertains to any progress in JNJ’s personal potential take care of the administration alongside MFN issues, the place we see JNJ as effectively positioned given the corporate’s diversified enterprise mannequin and its $55bn US manufacturing funding pledge,” Goldman Sachs analyst Asad Haider wrote. What historical past reveals: J & J has topped analyst expectation in each quarter since 2011, Bespoke information reveals. Wednesday Morgan Stanley is ready to report earnings within the premarket. A name with analysts is ready for 9:30 a.m. Final quarter: MS topped earnings expectations because of sturdy buying and selling income . This quarter: Analysts see earnings progress of greater than 10%, LSEG information reveals. What to look at: “With market volumes and volatility wholesome, exercise in buying and selling and IB exercise are each displaying momentum heading into the top of the 12 months. In comparison with 3Q24, general Institutional Securities Group (ISG) income ought to improve with power in buying and selling in addition to IB. Underlying Wealth Administration (WM) traits stay constructive although offset by decrease transactional income whereas Funding Administration (IM) ought to improve,” wrote Barclays analyst Jason Goldberg, who has an chubby score on the inventory. What historical past reveals: Bespoke information reveals Morgan Stanley exceeds earnings expectations 79% of the time. The inventory additionally averages a 0.9% advance on earnings days. Financial institution of America is ready to report earnings earlier than the bell. Administration will maintain a name with analysts at 8:30 a.m. Final quarter: BAC posted combined quarterly outcomes . This quarter: The banking large anticipated to submit earnings progress of greater than 15%, per LSEG. What to look at: “We anticipate BAC to ship a standout IB quarter and $15.2bn in NII. The massive query right here is whether or not they can maintain to $17.3bn in bills for the quarter, and what the outlook is for 4Q,” wrote UBS analyst Erika Najarian, who has a purchase score on the inventory. What historical past reveals: BofA earnings has crushed earnings estimates 80% of the time. ( Be taught one of the best 2026 methods from contained in the NYSE with Josh Brown and others at CNBC PRO Stay. Tickets and information right here . )