If you have been watching markets over the past year, you will have noticed that the "growth at any cost" era has effectively hit a wall. The April 2026 earnings cycle arrives at a moment when the market's focus has undergone a structural reorientation. It is not just about profit and loss statements anymore. It is about the signals sitting behind them.

Expected earnings date: Wednesday, 25 February 2026 (US, after market close) / ~8:00 am, Thursday, 26 February 2026 (AEDT)