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Earnings Watchlist: Sep 22–26, 2025

Next week's earnings calendar is packed with major names. For the week of September 22-26, 2025, five of the largest companies (by market cap) scheduled to report include Costco Wholesale, Accenture, Micron Technology, Cintas, and AutoZone. Below we highlight each company's most recent quarterly performance and when they report (BMO = before market open; AMC = after market close).

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Top 5 Earnings to Watch

Micron Technology (MU) — Tuesday, Sep 23, 2025 (AMC)

Micron reports fiscal Q4 after the close (call ~2:30 p.m. MT). In Q3 FY2025, Micron posted adjusted EPS of $1.91 on revenue of ~$9.30B, a record quarter driven by AI-related memory demand. YTD: shares are up meaningfully alongside the AI memory upcycle. Watch: HBM/DRAM and NAND pricing/mix, gross-margin expansion, capex/bit-supply plans, and China/export dynamics.

AutoZone (AZO) — Tuesday, Sep 23, 2025 (BMO)

AutoZone will release fiscal Q4 results before the bell. In the prior quarter (Q3 FY2025), AutoZone reported EPS of $35.36 on net sales of $4.46B, with comps positive and continued buybacks. YTD: performance has been resilient on steady DIY and commercial demand. Watch: domestic commercial growth vs. DIY, gross-margin puts/takes (freight/mix/shrink), SG&A leverage, and inventory/store expansion cadence.

Cintas (CTAS) — Wednesday, Sep 24, 2025 (BMO)

Cintas is slated mid-week, typically before the open. In Q4 FY2025, it reported revenue of $2.67B and EPS of $1.09, with gross margin +50 bps YoY and solid organic growth. YTD:shares have advanced in line with high-quality industrials. Watch: rental & facility-services organic growth vs. pricing, route-efficiency/mix on margins, and FY2026 guidance.

Costco Wholesale (COST) — Thursday, Sep 25, 2025 (AMC)

Costco will report fiscal Q4 after the bell (investor webcast typically 2:00 p.m. PT). In the prior quarter (fiscal Q3 FY2025), Costco delivered EPS of $4.28 on total revenue of ~$63.13B, with net sales up 8% YoY. YTD: shares have climbed solidly as comps, traffic, and membership trends remain strong. Watch: any update on membership‐fee timing/renewals, core comps ex-gas/ex-FX, and e-commerce momentum.

Accenture (ACN) — Thursday, Sep 25, 2025 (BMO)

Accenture will issue its fiscal Q4 and full-year release before the call (8:00 a.m. ET). Last quarter (Q3 FY2025) the company reported revenue of ~$17.73B and EPS of $3.49, reflecting broad-based growth and strong free cash flow. YTD: stock performance has been mixed to slightly positive versus large-cap IT-services peers. Watch: total/new bookings and book-to-bill, GenAI/cloud demand by vertical, and FY26 margin/free-cash-flow guardrails.

Digging Deeper with Earnings Call Transcript Data

For beyond-the-headlines context, earnings call transcripts are invaluable. Financial Modeling Prep's API returns full calls (management remarks + Q&A) in JSON. For example, Apple's Q2 2025 transcript:

https://financialmodelingprep.com/api/v3/earning_call_transcript/AAPL?year=2025&quarter=2&apikey=YOUR_API_KEY

Fields include ticker, quarter, year, date, and full text—handy for quick sentiment and strategy checks.

Also see: Check how top companies reported in the previous week (Sept 15-19) for added context as you prep for this slate.