Key Highlights

  • First Solar (NASDAQ:FSLR) is expected to report EPS of about USD 4.67 around October 29, 2026, giving a read on solar demand a day after Enphase disappointed investors.
  • Stryker (NYSE:SYK) is expected to report EPS of about USD 3.55, which gives a read on medical-device demand, hospital procedure volumes and pricing power for the group.
  • Mondelez (NASDAQ:MDLZ) also reports around the same time, as does Hershey, though exact timing and consensus estimates were not given in the calendar used for this article.
  • Royal Caribbean (NYSE:RCL) raised guidance while Enphase fell after hours on its own report, so all five companies report into mixed read-throughs from their peers.

First Solar and the Solar Read

First Solar (NASDAQ:FSLR) is forecast at EPS of about USD 4.67. It is a utility-scale solar manufacturer, so its orders depend on project pipelines, tariffs and tax incentives, not residential demand. Enphase (NASDAQ:ENPH), a residential and commercial microinverter maker, reported on October 27, 2026 and fell after hours, with published moves ranging from about 10% to 15.7% lower, so the solar tape is nervous. A utility-scale producer can still diverge from the residential group, which is why guidance, bookings and backlog will matter more than the single quarter. The EPS figure is approximate and comes from one calendar. Investors will also look for any update on manufacturing capacity, since new factory output determines how much of the order book can be delivered and when.

Medtech, Snacks and Cruises

Stryker is forecast at EPS of about USD 3.55, and the company is judged on procedure volumes, pricing and its pipeline of device launches. Mondelez and Hershey give a look at snack pricing and consumer resilience, a theme after Coca-Cola warned that consumer pressures could persist into 2027. Norwegian Cruise Line (NYSE:NCLH) reports after Royal Caribbean raised guidance, so it faces higher expectations on bookings and onboard spending. Timing for these last three companies was not given in the calendar, so the date around October 29 should be treated as approximate. Cruise lines are also sensitive to fuel prices, and Brent above USD 109 is a cost headwind that analysts will ask management to quantify for the next several quarters.

Risks and What to Watch

The common risk is the macro backdrop. The Federal Reserve decision on October 28, 2026, a hold priced near 93%, and a 10-year yield near 4.995% affect valuations across all five sectors. Company-specific risks include tariffs and policy changes for solar, procedure backlogs for medtech, cocoa and ingredient costs for snacks, and fuel and demand for cruises. Investors should watch guidance more than the quarter, and confirm each date with the company, because the calendar's timing was incomplete for three of the five. Where a company confirms a date, any consensus figure from this calendar should be compared with a second provider before it is used in a decision, since small differences are common this close to reporting.

Where Things Stand

The answer is that First Solar (NASDAQ:FSLR) and four others report around October 29, 2026 because the week brings reads on solar, medtech, snacks and cruise demand right after Enphase's miss and Royal Caribbean's raise. First Solar is seen at about USD 4.67 and Stryker at about USD 3.55. Timing for three names is approximate, and none have reported yet. This is not investment advice.