14 US cyclical stocks reporting Q1 2026 results — with signal context for each.
| Date | Company | Signal | EPS est. | Watch for | Priority |
|---|---|---|---|---|---|
| 16 Apr | FCX Freeport-McMoRan |
Copper | USD 0.42/share | Copper sell zone — peak margins? | HIGH |
| 22 Apr | HAL Halliburton |
Brent / Rig | USD 0.72/share | Rig utilisation + international | MEDIUM |
| 24 Apr | SLB SLB |
Brent / Rig | USD 0.74/share | Offshore vs onshore split | MEDIUM |
| 25 Apr | NEM Newmont |
Gold | USD 0.62/share | Gold $4820 — record margins? | HIGH |
| 29 Apr | DAL Delta Air Lines |
Flying Hrs | USD 1.85/share | Fuel cost relief from Hormuz fall | HIGH |
| 30 Apr | CAT Caterpillar |
PMI | USD 5.10/share | PMI 51.4 — guidance key | HIGH |
| 01 May | COP ConocoPhillips |
Brent | USD 1.62/share | Brent $101.9 vs Q1 average $100+ | MEDIUM |
| 02 May | NUE Nucor Corporation |
Steel HRC | USD 1.85/share | Domestic steel demand update | MEDIUM |
| 05 May | DE Deere & Company |
PMI | USD 5.80/share | Farm income + construction mix | MEDIUM |
| 07 May | UAL United Airlines |
Flying Hrs | USD 2.10/share | Trans-Pacific recovery key | MEDIUM |
| 09 May | NTR Nutrien |
Urea | USD 0.92/share | Urea falling post-Hormuz | MEDIUM |
| 14 May | CF CF Industries |
Urea | USD 1.45/share | Natural gas + urea spread | MEDIUM |
| 15 May | VALE Vale (ADR) |
Iron Ore | USD 0.62/share | China steel demand + div yield | MEDIUM |
| 19 May | AA Alcoa |
Aluminium | USD 0.38/share | Aluminium $3,478/t — margins | LOW |
Dates are estimates. Not financial advice. See disclaimer.