SomerQuant Week Ahead · Week of 21 – 25 September 2026 · Earnings calendar & macro outlook · SomerQuant
The week at a glance
Forty-four companies are scheduled to report earnings across the five sessions, with Wednesday (14) and Thursday (10) carrying the heaviest reporter counts and Friday the lightest (4). Thursday carries the heaviest macro slate, four scheduled items between 8:30 AM and 11:00 AM ET, while Monday carries eight reporters and no scheduled US macro release. There is no FOMC meeting this week. Six of the 44 reporters are flagged as S&P 500 constituents in this dataset: AutoZone on Tuesday; General Mills, Paychex and Cintas on Wednesday; and Costco Wholesale and Darden Restaurants on Thursday.
- 44 companies are scheduled to report this week; Wednesday (14) and Thursday (10) are the two heaviest days.
- No FOMC meeting falls this week. The heaviest macro day is Thursday: weekly jobless claims and a Richmond Fed President Barkin appearance at 8:30 AM ET, new home sales at 10:00 AM ET and the Kansas City Fed survey at 11:00 AM ET.
- BlackBerry carries the largest open interest of any reporter this week, 655,032 contracts, ahead of Costco Wholesale at 337,653; both report on Thursday.
Earnings calendar
Forty-four companies are scheduled to report between Monday 21 and Friday 25 September 2026, as pulled by 12:04 AM ET on Monday 21 September 2026; dates and times can shift as companies confirm their reporting windows. Each day below is capped at the 12 largest names by open interest, descending. Wednesday reached that cap with 14 reporters, so its table shows 12 and the two smallest by open interest, NovaBridge Biosciences and H.B. Fuller, are not listed; no other day reached it. Expected move is the dollar move the options market prices for each report, as returned by the source; it is not a forecast and does not indicate direction. S&P 500 membership is marked only where the source flags it.
Monday, 21 September: 8 reporters
| Ticker | Company | Time | Last price | Expected move |
|---|---|---|---|---|
| ABVX | Abivax SA | Post-market | $105.00 | $7.61 |
| NKLR | Terra Innovatum Global | n/a | $3.98 | $0.89 |
| GRFS | Grifols SA | n/a | $7.31 | $0.44 |
| USAU | US Gold | n/a | $15.41 | $1.81 |
| KEP | Korea Electric Power | n/a | $11.07 | $1.48 |
| CBAT | CBAK Energy Technology | n/a | $1.10 | $1.34 |
| MSB | Mesabi Trust | n/a | $20.30 | $1.93 |
| AIV | Apartment Investment & Management | n/a | $2.18 | $0.33 |
Tuesday, 22 September: 8 reporters
| Ticker | Company | Time | Last price | Expected move |
|---|---|---|---|---|
| AREC | American Resources | n/a | $1.99 | $0.38 |
| ZENA | ZenaTech | n/a | $1.47 | $0.32 |
| KBH | KB Home | Post-market | $47.12 | $4.06 |
| AZO | AutoZone (S&P 500) | Pre-market | $2,855.31 | $235.71 |
| THO | Thor Industries | Pre-market | $68.35 | $6.23 |
| ELME | Elme Communities | n/a | $1.73 | $0.31 |
| WOR | Worthington Industries | Post-market | $57.38 | $5.27 |
| MLKN | MillerKnoll | Pre-market | $20.66 | $2.36 |
Wednesday, 23 September: 14 reporters, 12 shown
| Ticker | Company | Time | Last price | Expected move |
|---|---|---|---|---|
| GIS | General Mills (S&P 500) | Pre-market | $36.46 | $2.73 |
| UEC | Uranium Energy | n/a | $9.86 | $0.64 |
| SA | Seabridge Gold | n/a | $31.06 | $3.68 |
| CBRL | Cracker Barrel Old Country Store | Pre-market | $45.06 | $5.83 |
| PAYX | Paychex (S&P 500) | Pre-market | $116.50 | $7.86 |
| RZLT | Rezolute | n/a | $3.84 | $1.89 |
| MANU | Manchester United | Pre-market | $19.69 | $1.60 |
| CTAS | Cintas (S&P 500) | Pre-market | $197.64 | $7.71 |
| SFIX | Stitch Fix | Post-market | $2.89 | $0.51 |
| NEOV | NeoVolta | Post-market | $3.40 | $1.36 |
| ANAB | AnaptysBio | n/a | $55.20 | $5.85 |
| HTT | High Templar Tech | n/a | $2.53 | $0.25 |
Thursday, 24 September: 10 reporters
| Ticker | Company | Time | Last price | Expected move |
|---|---|---|---|---|
| BB | BlackBerry | Pre-market | $8.00 | $0.87 |
| COST | Costco Wholesale (S&P 500) | Post-market | $896.88 | $27.12 |
| VFS | VinFast Auto Ltd | n/a | $3.22 | $0.35 |
| HUBG | Hub Group | n/a | $32.72 | $3.19 |
| DRI | Darden Restaurants (S&P 500) | Pre-market | $209.28 | $13.57 |
| SNX | TD Synnex | Pre-market | $266.16 | $20.66 |
| DAVA | Endava | n/a | $2.80 | $0.62 |
| RAVE | Rave Restaurant Group | n/a | $2.88 | $0.35 |
| SCHL | Scholastic | Post-market | $34.75 | $3.93 |
| YRD | Yiren Digital | n/a | $0.98 | $1.32 |
Friday, 25 September: 4 reporters
| Ticker | Company | Time | Last price | Expected move |
|---|---|---|---|---|
| NB | NioCorp Developments | n/a | $3.54 | $0.34 |
| IVA | Inventiva SA | Post-market | $3.78 | $2.05 |
| LITS | Lite Strategy | n/a | $1.13 | $1.75 |
| CELU | Celularity | n/a | $1.31 | $0.62 |
Source: Unusual Whales (licensed, 15-minute delayed); earnings calendar for 21 to 25 September 2026, data as of 12:04 AM ET on Monday 21 September 2026; delayed.
Macro calendar
Scheduled US economic releases and Federal Reserve appearances for the week, as pulled by 12:04 AM ET on Monday 21 September 2026; times are converted from the source’s UTC timestamps to Eastern Time and can change. Forecast is the consensus figure as returned by the source; where a prior or forecast value was not returned, its cell reads n/a. No release was returned for Monday 21 September.
Monday, 21 September
No scheduled release returned for this day.
Tuesday, 22 September: 1 item
| Time (ET) | Release / event | Prior | Forecast |
|---|---|---|---|
| 1:00 PM ET | Federal Reserve Bank of Richmond President Thomas Barkin speaks to the CFA Society Baltimore | n/a | n/a |
Wednesday, 23 September: 2 items
| Time (ET) | Release / event | Prior | Forecast |
|---|---|---|---|
| 9:45 AM ET | US Flash Manufacturing PMI | 53.2 | 53.5 |
| 9:45 AM ET | US Flash Services PMI | 56.8 | 55.9 |
Thursday, 24 September: 4 items
| Time (ET) | Release / event | Prior | Forecast |
|---|---|---|---|
| 8:30 AM ET | Weekly Jobless Claims | 196,000 | 204,000 |
| 8:30 AM ET | Economic Club of Washington, DC event with Federal Reserve Bank of Richmond President Thomas Barkin | n/a | n/a |
| 10:00 AM ET | New Home Sales | 607,000 | 620,000 |
| 11:00 AM ET | Kansas City Fed Survey | 17 | n/a |
Friday, 25 September: 2 items
| Time (ET) | Release / event | Prior | Forecast |
|---|---|---|---|
| 8:30 AM ET | Durable Goods | 1.1% | −0.3% |
| 10:00 AM ET | U. Michigan Final Consumer Survey | 51.7 | 47.1 |
Source: Unusual Whales (licensed, 15-minute delayed); economic calendar and central-bank rates for 21 to 25 September 2026, data as of 12:04 AM ET on Monday 21 September 2026; delayed.
Two central banks outside the US have meetings dated inside this window, neither with a time of day in the source: the People’s Bank of China on Monday 21 September (policy rate 3.00%, set 8 September 2026) and the Swiss National Bank on Thursday 24 September (policy rate 0.00%, set 26 June 2026). There is no FOMC meeting this week; the source dates the Federal Reserve’s next meeting 28 October 2026.
What the calendar means for the tape
The heaviest combined load falls on Wednesday and Thursday. Wednesday pairs the week’s largest earnings slate, 14 of the 44 scheduled reports, with both flash PMI releases at 9:45 AM ET, and three of its S&P 500-flagged reporters, General Mills, Paychex and Cintas, report before the open. Thursday pairs 10 reports, including Darden Restaurants before the open and Costco Wholesale after the close, with four scheduled macro items and the Swiss National Bank meeting, which makes it the week’s densest window for scheduled events. Monday’s eight reports arrive with no scheduled US macro release, and Friday’s four reports share the morning with durable goods orders at 8:30 AM ET and the final University of Michigan consumer survey at 10:00 AM ET.
The options tape heading into the week was call-led: the source’s latest session, Friday 18 September 2026, recorded 44,767,579 calls traded against 32,607,233 puts, a put/call volume ratio of 0.73, with call premium of $33.20B against put premium of $16.34B. This whole week falls in September. Across the 19 Septembers on record, SPY averaged a monthly change of −0.87% with a median of +0.13%, closing positive in 10 of 19 years (52.6%), while QQQ averaged −0.50% with a median of +0.42%, closing positive in 11 of 19 years (57.9%).
Most-active reporters by open interest
The week’s ten reporters with the largest open interest, ranked by the calendar’s own open-interest field, descending, across all five days, as pulled by 12:04 AM ET on Monday 21 September 2026. Open interest counts outstanding option contracts and is not a measure of expected direction.
| Rank | Ticker | Company | Report date | Open interest |
|---|---|---|---|---|
| 1 | BB | BlackBerry | Thu 24 Sep | 655,032 |
| 2 | COST | Costco Wholesale (S&P 500) | Thu 24 Sep | 337,653 |
| 3 | GIS | General Mills (S&P 500) | Wed 23 Sep | 267,778 |
| 4 | UEC | Uranium Energy | Wed 23 Sep | 212,783 |
| 5 | ABVX | Abivax SA | Mon 21 Sep | 186,686 |
| 6 | NB | NioCorp Developments | Fri 25 Sep | 91,375 |
| 7 | SA | Seabridge Gold | Wed 23 Sep | 77,293 |
| 8 | AREC | American Resources | Tue 22 Sep | 72,055 |
| 9 | CBRL | Cracker Barrel Old Country Store | Wed 23 Sep | 60,168 |
| 10 | ZENA | ZenaTech | Tue 22 Sep | 59,719 |
Source: Unusual Whales (licensed, 15-minute delayed); open interest from the earnings calendar for 21 to 25 September 2026, data as of 12:04 AM ET on Monday 21 September 2026; delayed.
Method note
Earnings-calendar, economic-calendar, central-bank-rate, market-state and seasonality data sourced from the licensed vendor credited beneath each table; MPI score and regime classifier are our internal composite, last published in the SomerQuant Daily. All five datasets were retrieved by 12:04 AM ET on Monday 21 September 2026 (04:04 UTC); this edition was built and published after its scheduled Sunday evening time, and every figure in it reflects that retrieval. Each day’s earnings table is capped at the 12 largest names by open interest, descending; only Wednesday reached the cap (Monday 8, Tuesday 8, Wednesday 14 with 12 shown, Thursday 10, Friday 4, of 44 total). The source returns at most 50 earnings rows per request, so each weekday was requested separately and no day approached that limit. Report time reflects the source’s report_time field, shown as n/a where it is returned as unknown (24 of the 44 rows); the separate market_time field was not used for timing because it read postmarket on 42 of the 44 rows regardless of report_time, consistent with a snapshot of trading-session status rather than each company’s disclosed reporting time. Historical one-day earnings-reaction data was returned by the source but is not shown, pending confirmation of its chronological order. A Forecast column is shown because the source returned a forecast figure for 6 of the week’s 9 macro items; the source returned each macro item twice and each is listed once. Central-bank meeting dates and current policy rates carry no time of day in the source. Market-state figures are from Friday 18 September 2026, the date the source returned as its latest session. Seasonality figures cover September across the 19 years on record for both SPY and QQQ. The MPI and regime figures are carried from the SomerQuant Daily of 18 September 2026, which labels both as of the 17 September 2026 close; that edition uses a newer page layout, so the figures were read from its labelled MPI and regime row. This edition carries no chart. It was drafted with AI assistance under human-set rules and has not been individually reviewed by a licensed professional.
This is research, not advice. Nothing here is a recommendation to buy, sell, or hold any security.
AZTMM HLDGS LLC is not a registered broker-dealer, investment adviser, or FINRA member. All content is retrospective research published for general circulation, not personalized advice. No trade signals. Options involve substantial risk, including losses that may exceed the initial investment. Full disclaimer.
SomerQuant is a publication of AZTMM HLDGS LLC. This edition is impersonal market commentary and education, published on a fixed schedule to the general public. It is not tailored to any reader, it is not investment, legal or tax advice, and it does not offer or solicit any security or strategy. No trade signals. SomerQuant does not know your circumstances and cannot tell you what to do. Market data is sourced from licensed third-party providers and is delayed. AZTMM HLDGS LLC and its principal may hold positions, long or short, in instruments discussed, and may change them at any time without notice. No compensation has been or will be received from any issuer, broker or third party for the coverage of any security. Full terms, disclaimer and editorial policy at somerquant.com.
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