Archive
Past Issues
Browse previous OnlyEarnings newsletters.
Apr 7, 2026
Week of Apr 7: Delta, Constellation Brands, Levi's
The first full week of Q1 2026 earnings season. Levi's, Greenbrier, and Aehr Test kick things off Tuesday. Delta reports Wednesday before the open. Here's everything reporting and what to watch.
Read issueApr 2, 2026
Nike -15%, SNX +8%, BYND -11% — Apr 1 Recap
Nike's weak Q4 guidance sent shares to a 9-year low. TD SYNNEX crushed estimates. Beyond Meat missed badly. Full breakdown of every Apr 1 mover.
Read issueApr 2, 2026
Liberation Day: How Markets Handled Tariffs
One year after Trump's sweeping tariff announcement, the S&P 500 has recovered. We look at which sectors won, which lost, and what's next.
Read issueMar 30, 2026
Q1 2026 Earnings Season Preview
Q1 earnings season kicks off in two weeks. Here's the full schedule, key names to watch, and what Wall Street expects heading into the season.
Read issueApr 3, 2026
Good Friday: Markets Closed Apr 3 — What's Next
Markets are closed today for Good Friday. Here's your preview of the April 7–10 earnings calendar, starting with Levi's and Greenbrier on Tuesday, then Delta Air Lines on Wednesday.
Read issueMar 23, 2026
Fed Holds at 3.50–3.75%: Rate Cut Timeline Delayed
The Fed held rates steady for the third straight meeting. Markets now price in only two cuts in 2026. Here's what it means for earnings season.
Read issue