Q3 2026 earnings calendar: our key stocks
2026-06-23 · By Lubin Danilo, founder of Lubin Investment
Upcoming important earnings for our screener: Micron (MU, June 24 — EPS expected +997%, key test for the AI memory thesis), PAYX (June 24), AYI (June 25), Nike (NKE, June 30), LULU (fall 2026), FTI (July), CALM (July/Aug), SHOP (August). Updated June 23, 2026.
This week (June 23-27, 2026)
| Date | Company | Ticker | Score | EPS consensus | Note |
|---|---|---|---|---|---|
| June 24 | Micron Technology | MU | Post-correction | EPS ~$3.29 (+997% YoY) | AI HBM memory supercycle test |
| June 24 | Paychex | PAYX | 9/10 | EPS ~$1.08 | Q4 FY2026 results |
| June 25 | Acuity Brands | AYI | Screener | EPS ~$4.1 | LED lighting and industrial IoT |
| June 26 | Carnival | CCL | 7/10 | Q2 already published (June 23) | Cruise travel recovery confirmed |
Late June and July 2026
| Est. date | Company | Ticker | Score | Note |
|---|---|---|---|---|
| June 30 | Nike | NKE | Screener | Q4 FY2026 — brand restructuring |
| July (mid) | FTI Consulting | FTI | 9/10 (in prod) | Q2 2026 — litigation and ESG consulting |
| July (late) | Cal-Maine Foods | CALM | Screener | Q4 FY2026 — egg price volatility |
| Late July | Lululemon | LULU | 8/10 (in prod) | Q2 2026 — first report from new CEO |
August and September 2026
| Est. date | Company | Ticker | Score | Note |
|---|---|---|---|---|
| Aug 4-5 | Shopify | SHOP | 9/10 (in prod) | Q2 2026 — GMV traction and merchant solutions |
| Mid-August | ServiceNow | NOW | 10/10 (in prod) | Q2 2026 — RPO growth and AI workflows |
| Mid-August | Dexcom | DXCM | 10/10 screener | Q2 2026 — CGM diabetes wearables |
| Late August | Autodesk | ADSK | 9/10 (in prod) | Q2 FY2027 — transaction to subscription model |
Micron (MU) on June 24: the key report to watch
Micron Technology reports Q3 FY2026 on June 24. Consensus expects EPS of ~$3.29 — a +997% year-over-year increase. This massive rebound is driven by the HBM DRAM supercycle (High Bandwidth Memory) for AI: Nvidia H100/H200/B200 GPUs require Micron's HBM4. If MU confirms HBM guidance and shows DRAM price recovery momentum, it's a strong signal for AI memory investment. Our screener analyzes MU as a cyclical stock — not a permanent 10/10 but a key watchlist name.
FAQ
Is Micron a 10/10?
No. Micron operates in a cyclical sector (DRAM/NAND memory) with highly volatile prices depending on supply/demand cycles. Our screener penalizes it on FCF growth consistency. But during AI supercycles (HBM), fundamentals can improve significantly — to monitor after June 24 results.
Is Nike analyzed in your screener?
Nike is in our screener but its score has declined with the strategic correction (sales decline, DTC vs wholesale transition, On Running/Hoka competition). We'll publish our post-earnings analysis after Q4 FY2026 results on June 30.
Why is DXCM (Dexcom) mentioned but not analyzed?
Dexcom scores 10/10 in our screener per our internal data but we haven't published a dedicated article yet. It's in our queue. Mid-August Q2 results will be the occasion to publish our analysis.
How to get real-time earnings dates?
For precise, updated dates, reference Earnings Whispers, Nasdaq Earnings Calendar, or Simply Wall St. Our calendar is based on official announcements as of June 23, 2026 — dates may shift by 1-2 days depending on the company.
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About the author
Written by Lubin Danilo, founder of Lubin Investment. A self-taught individual investor, I have analyzed stocks through their fundamentals for several years and invest my own money with this method. I codified it into a tool that judges a company's quality and its price separately, using criteria drawn from the financial literature (Warren Buffett, Michael Mauboussin, Aswath Damodaran).