未来一周收益：MU、NKE、CCL、FDX、BB、地理信息、WBA等

In the coming week, several notable companies will release their earnings reports, which could significantly impact overall market sentiment. Consumer giants like Nike (NYSE:NKE), General Mills (NYSE:GIS), and Carnival (NYSE:CCL), along with healthcare retail leader Walgreens Boots Alliance (NASDAQ:WBA), are set to unveil their latest financial results, offering a glimpse into how these household names are navigating the current economic environment.

Additionally, key updates from tech firm BlackBerry (NYSE:BB), logistics giant FedEx (NYSE:FDX), and chipmaker Micron Technology (NASDAQ:MU) will provide cross-sector insights into supply chains, enterprise demand, and macro momentum.

Below is a rundown of major earnings reports due in the week of June 23 to June 27:

Monday, June 23

KB Home (NYSE:KBH)

KB Home (NYSE:KBH) is scheduled to report its Q2 financial results after the market closes on Tuesday, with analysts expecting Y/Y declines in both revenue and earnings.

Following the Q1 earnings miss, the home builder lowered its FY2025 guidance amid ongoing affordability concerns and macroeconomic uncertainty.

The home builder revised its housing revenue forecast to $6.60B–$7.00B, down from $7.00B–$7.50B. It also reduced its average selling price guidance to $480K–$495K and lowered projected housing gross margins to 19.2%–20.2%, assuming no inventory-related charges (vs. prior guidance of 20.0%–21.0%). Despite these cuts, KBH recently approved a $1B share buyback and increased its dividend by 25%, signaling confidence in its long-term strategy.

Still, sell-side analysts remain cautious, maintaining a Hold rating, while Seeking Alpha’s Quant Rating system turned bearish last month, assigning the stock a Sell due to declining growth and weaker profitability compared to its peers in the Consumer Discretionary sector.

• Consensus EPS Estimates: $1.46
• Consensus Revenue Estimates: $1.51B
• Earnings Insight: KB Home has beaten EPS expectations in 6 of the past 8 quarters, and revenue estimates 7 times in that span.

Also reporting: Commercial Metals Company (CMC), FactSet Research Systems (FDS), Jerash Holdings (JRSH), and more.

Tuesday, June 24

FedEx (NYSE:FDX)

FedEx (FDX) is set to report its FQ4 earnings after the market closes on Tuesday, as investors assess whether recent operational improvements can help offset macro pressures and weak freight demand. The Memphis-based delivery giant has seen its shares fall 21% YTD, despite an improving dividend track record.

Earlier this month, FedEx raised its dividend by 5.1%, marking the fifth consecutive annual increase. CFO John W. Dietrich emphasized the company’s “continued commitment to creating value for stockholders” and a disciplined capital allocation strategy that balances dividends, buybacks, and investment.

Wall Street analysts maintain a Buy rating, while Seeking Alpha’s Quant Rating system remains at Hold, reflecting caution around growth momentum and valuation.

SA contributor Dividend Yield Theorist notes that while FedEx has underperformed over the past decade, recent years have shown improved execution. However, the company’s elevated net debt-to-EBITDA ratio and competitive positioning remain points of concern. Still, FedEx's dividend growth has been impressive, with 3-, 5-, and 10-year average increases all exceeding 15%, underscoring its shareholder-focused approach.

• Consensus EPS Estimates: $5.85
• Consensus Revenue Estimates: $21.81B
• Earnings Insight: FedEx has beaten EPS estimates in 5 of the past 8 quarters, missing revenue expectations in 6 of those reports.

Also reporting: Carnival (NYSE:CCL), TD SYNNEX (SNX), NovaGold Resources (NG), BlackBerry Limited (NYSE:BB), Worthington Industries (WOR), AeroVironment (AVAV), Anterix (ATEX), and more.

Wednesday, June 25

Micron (NASDAQ:MU)

Micron Technology (MU) is set to report its fiscal Q3 earnings after the market closes on Wednesday, with analysts forecasting a 156% year-over-year surge in EPS and a 30% rise in revenue—driven by booming demand for memory chips used in artificial intelligence.

Micron recently announced the shipment of its 36GB HBM4 12-High memory to major customers. Wells Fargo reiterated its Overweight rating and $130 price target, citing Micron’s path to a volume ramp by 2026 and growing market share. The HBM4 chip, built on the 1β (1-beta) DRAM process, boasts 20% better power efficiency and 60% performance gains over the HBM3E generation, with speeds exceeding 2.0TB/s per stack.

Despite the stock’s impressive ~45% gain in 2025, sentiment is mixed. Wall Street analysts rate Micron a Buy, while Seeking Alpha’s Quant Rating system holds at Neutral, citing valuation risks.

SA contributor The Techie downgraded the stock to Sell, warning that recent price surges may be short-lived and Micron’s $200B U.S. expansion plan could strain execution and capital efficiency.

In contrast, bullish SA author Saira Quraishi argues that Micron’s dominance in high-bandwidth memory (HBM) positions it as a core AI infrastructure enabler. With HBM demand outpacing supply and capacity sold out through 2025, she projects significant upside—estimating a $164 price target and a long-term market expansion toward $130B by 2033. Micron’s technical leadership, including 30% greater power efficiency and 50% higher capacity, solidifies its competitive edge alongside SK Hynix and Samsung.

• Consensus EPS Estimates: $1.59
• Consensus Revenue Estimates: $8.83B
• Earnings Insight: Micron has beaten EPS and revenue expectations in consecutive 8 quarters.

Also reporting: General Mills (NYSE:GIS), Paychex (PAYX), Daktronics (DAKT), Winnebago Industries (WGO), Crown Crafts (CRWS), Lotus Technology (LOT), Jefferies Financial Group (JEF), H.B. Fuller Company (FUL), Worthington Steel (WS), MillerKnoll (MLKN), Steelcase (SCS), and more.

Thursday, June 26

Nike (NYSE:NKE)

Nike (NKE) is set to release its FQ4 results after the market closes on Thursday, with analysts projecting an 88% Y/Y decline in profits, as the athletic apparel giant navigates through macro headwinds, tariff pressures, and slowing demand.

In a notable move, Nike recently confirmed it will resume selling directly on Amazon (AMZN) for the first time since 2019—a key step in its turnaround strategy under CEO Elliott Hill aimed at regaining market share from emerging competitors and reviving digital sales momentum.

Despite short-term struggles—four consecutive quarters of revenue and EPS declines, Wall Street analysts maintain a Buy rating, while Seeking Alpha’s Quant Rating system remains cautious with a Hold, citing growth and valuation concerns.

SA contributor Daniel Schönberger believes Nike is undervalued, trading at least 25% below intrinsic value with low P/E and P/FCF multiples near decade lows. He acknowledges short-term risks but sees long-term upside, supported by brand strength, product diversification, and active share buybacks. His view: a cautious long-term buy for investors willing to ride out further volatility.

• Consensus EPS Estimates: $0.12
• Consensus Revenue Estimates: $10.70B
• Earnings Insight: The company has beaten EPS estimates 7 times in the past 8 quarters and revenue expectations in 50% of those reports.

Also reporting: Acuity Brands (AYI), Walgreens Boots Alliance (NASDAQ:WBA), Lindsay Manufacturing (LNN), McCormick & Company (MKC), Orion Lighting (OESX), Concentrix Corporation (CNXC), American Outdoor Brands (AOUT), and more.

Friday, June 27

There are no big earnings scheduled.

Also reporting: Apogee Enterprises (APOG), and more.

More on related stocks:

• FedEx Earnings Preview: Valuation Getting Compelling, But Negative Revisions Continue
• Trump's Tariffs Pushing Nike Very Close To My Buying Target
• Just Do It: Nike Is A Buy Owing To Favorable Peer Valuations And Sliding Share Price
• Top 10 overbought and oversold stocks on Wall Street
• Nike delays the launch of its highly anticipated Kim Kardashian-powered sub-brand