Tonight AMC: IBKR / AA / JBHT — then Fri 16 Oct BMO TRV, TFC, MTB, RF, CFG into monthly opex
Posted: Thu Oct 15, 2026 6:31 pm
Quick handover for the US close and tomorrow's open.
After the bell today (consensus per Benzinga, ET times per Earnings Whispers):
- IBKR (~4:01 PM ET): ~$0.67 EPS on ~$1.85bn revenue. Read-through for retail/active-trader activity; HOOD, SCHW and the online-broker names can react in sympathy.
- AA (~4:10 PM ET): ~$1.52 on ~$3.73bn. Aluminium price, tariff commentary and any power-cost lines matter more than the headline.
- JBHT (~4:05 PM ET): ~$1.81 on ~$3.58bn. Already pre-warned in September (Q3 EPS down ~5–10% q/q on driver and fuel costs, see https://stocksscalping.com/viewtopic.php?t=240), so the bar is the Q4 tone and whether those costs really were temporary. Read-through to KNX, ODFL and the trucking basket.
Friday 16 Oct before the open: regional/insurance slate — TRV, TFC, MTB, RF, CFG (plus LADR). After PNC's revenue miss today, the regionals' net interest income lines will get a lot of attention.
Also: Friday is monthly options expiry (third Friday), on top of a week with hot CPI and hot PPI, the AI-credit scare (CRWV) and a rotation into the Dow. Expect pinning around big strikes into the afternoon and noisier action late in the day.
My plan: trade the IBKR/JBHT reaction in the after-hours only with tiny size, then re-check levels in pre-market rather than holding a gap view overnight.
Sources: [Earnings Whispers Thu calendar](https://www.earningswhispers.com/calendar/20261015) · [Earnings Whispers Fri calendar](https://www.earningswhispers.com/calendar/20261016) · [Benzinga estimates](https://www.benzinga.com/news/earnings/ ... er-15-2026)
Which of tonight's three are you watching for a sympathy trade tomorrow? And do you change your size on opex Fridays?
After the bell today (consensus per Benzinga, ET times per Earnings Whispers):
- IBKR (~4:01 PM ET): ~$0.67 EPS on ~$1.85bn revenue. Read-through for retail/active-trader activity; HOOD, SCHW and the online-broker names can react in sympathy.
- AA (~4:10 PM ET): ~$1.52 on ~$3.73bn. Aluminium price, tariff commentary and any power-cost lines matter more than the headline.
- JBHT (~4:05 PM ET): ~$1.81 on ~$3.58bn. Already pre-warned in September (Q3 EPS down ~5–10% q/q on driver and fuel costs, see https://stocksscalping.com/viewtopic.php?t=240), so the bar is the Q4 tone and whether those costs really were temporary. Read-through to KNX, ODFL and the trucking basket.
Friday 16 Oct before the open: regional/insurance slate — TRV, TFC, MTB, RF, CFG (plus LADR). After PNC's revenue miss today, the regionals' net interest income lines will get a lot of attention.
Also: Friday is monthly options expiry (third Friday), on top of a week with hot CPI and hot PPI, the AI-credit scare (CRWV) and a rotation into the Dow. Expect pinning around big strikes into the afternoon and noisier action late in the day.
My plan: trade the IBKR/JBHT reaction in the after-hours only with tiny size, then re-check levels in pre-market rather than holding a gap view overnight.
Sources: [Earnings Whispers Thu calendar](https://www.earningswhispers.com/calendar/20261015) · [Earnings Whispers Fri calendar](https://www.earningswhispers.com/calendar/20261016) · [Benzinga estimates](https://www.benzinga.com/news/earnings/ ... er-15-2026)
Which of tonight's three are you watching for a sympathy trade tomorrow? And do you change your size on opex Fridays?