Dow Jones Earnings: The 2 Reports You Can't Miss This Week

Earnings season hits a high point this week, with nearly a dozen stocks reporting, but these are the two you can't afford to skip.

Jul 20, 2014 at 11:01AM

Earnings season is less than two weeks old, but this week, the Dow Jones Industrials (DJINDICES:^DJI) will hit the high point of the quarter from an earnings perspective, with almost a dozen companies reporting their quarterly earnings. With insight on everything from tech and telecom to consumer, financial, and industrial stocks, Dow investors will get valuable insight from this week's releases. But if you have to pick just a couple Dow stocks to follow this week, make them Boeing (NYSE:BA) and AT&T (NYSE:T), as their reports are certain to get a huge amount of attention and have implications for the broader market as well as their own individual prospects.

Source: Boeing.

Boeing is in the enviable position of having an order flow that seems almost assured of generating trillions of dollars of revenue for the aerospace giant in the next 20 years. Even though the company's defense segment is subject to the ups and downs of military budgets in the U.S. and around the world, the commercial aircraft market has never been stronger and shows signs of continued growth.

Boeing's earnings report isn't expected to see any huge deviation from the company's previous quarter, with strong earnings growth coming from modest gains in revenue. Yet the report tells investors a huge amount about the business in which Boeing operates. Information on orders reveals trends in the airline industry, which has recently had huge success due to consolidation among top carriers and discipline in maintaining pricing power with the help of ancillary fee revenue. Meanwhile, suppliers depend on Boeing's ability to execute on the orders it receives, and with delivery schedules stretching years into the future, unexpected delays or other surprises don't just hit Boeing -- they can affect the entire aerospace industry, including several other members of the Dow Jones Industrials.


Meanwhile, AT&T is once again in the midst of trying to get a massive merger through the regulatory process, with its purchase of DirecTV receiving plenty of scrutiny. With AT&T having failed in its past efforts at a merger of this size, investors are understandably nervous about the telecom giant's prospects this time around. Yet at the same time, shareholders are anxious to see AT&T finally reawaken its growth engines and seek out new opportunities.

AT&T's results will confirm whether the company has been able to stand up to increased competitive pressure from its smaller rivals while keeping pace with its telecom peer in the Dow Jones Industrials. But more important will be management's discussion of AT&T's longer-term strategic vision, as the Dow component seeks to define how it plans to expand in the years to come. With speculation about whether AT&T will seek to grow internationally or try to broaden its reach across more of the U.S. market, shareholders want to see signs that AT&T isn't simply coasting on its historical leadership role in the industry. The biggest threat to AT&T is an effective price war, and while early signs suggest the impact of competition has been less than many feared, it's nevertheless a long-term issue that AT&T will have to address.

Looking at every Dow component's earnings report is a valuable way to keep on top of the issues hitting the biggest stocks in the market. But if you only have time for a couple of in-depth looks at earnings this week, see how AT&T and Boeing move the Dow Jones Industrials when they issue their reports.

Your cable company is scared, but you can get rich
You know cable's going away. But do you know how to profit? There's $2.2 trillion out there to be had. Currently, cable grabs a big piece of it. That won't last. And when cable falters, three companies are poised to benefit. Click here for their names.


Dan Caplinger and The Motley Fool have no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

1 Key Step to Get Rich

Our mission at The Motley Fool is to help the world invest better. Whether that’s helping people overcome their fear of stocks all the way to offering clear and successful guidance on complicated-sounding options trades, we can help.

Feb 1, 2016 at 4:54PM

To be perfectly clear, this is not a get-rich action that my Foolish colleagues and I came up with. But we wouldn't argue with the approach.

A 2015 Business Insider article titled, "11 websites to bookmark if you want to get rich" rated The Motley Fool as the #1 place online to get smarter about investing.

"The Motley Fool aims to build a strong investment community, which it does by providing a variety of resources: the website, books, a newspaper column, a radio [show], and [newsletters]," wrote (the clearly insightful and talented) money reporter Kathleen Elkins. "This site has something for every type of investor, from basic lessons for beginners to investing commentary on mutual funds, stock sectors, and value for the more advanced."

Our mission at The Motley Fool is to help the world invest better, so it's nice to receive that kind of recognition. It lets us know we're doing our job.

Whether that's helping the entirely uninitiated overcome their fear of stocks all the way to offering clear and successful guidance on complicated-sounding options trades, we want to provide our readers with a boost to the next step on their journey to financial independence.

Articles and beyond

As Business Insider wrote, there are a number of resources available from the Fool for investors of all levels and styles.

In addition to the dozens of free articles we publish every day on our website, I want to highlight two must-see spots in your tour of

For the beginning investor

Investing can seem like a Big Deal to those who have yet to buy their first stock. Many investment professionals try to infuse the conversation with jargon in order to deter individual investors from tackling it on their own (and to justify their often sky-high fees).

But the individual investor can beat the market. The real secret to investing is that it doesn't take tons of money, endless hours, or super-secret formulas that only experts possess.

That's why we created a best-selling guide that walks investors-to-be through everything they need to know to get started. And because we're so dedicated to our mission, we've made that available for free.

If you're just starting out (or want to help out someone who is), go to, drop in your email address, and you'll be able to instantly access the quick-read guide ... for free.

For the listener

Whether it's on the stationary exercise bike or during my daily commute, I spend a lot of time going nowhere. But I've found a way to make that time benefit me.

The Motley Fool offers five podcasts that I refer to as "binge-worthy financial information."

Motley Fool Money features a team of our analysts discussing the week's top business and investing stories, interviews, and an inside look at the stocks on our radar. It's also featured on several dozen radio stations across the country.

The hosts of Motley Fool Answers challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves.

David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. And he's the host of Rule Breaker Investing, in which he shares his insights into today's most innovative and disruptive companies ... and how to profit from them.

Market Foolery is our daily look at stocks in the news, as well as the top business and investing stories.

And Industry Focus offers a deeper dive into a specific industry and the stories making headlines. Healthcare, technology, energy, consumer goods, and other industries take turns in the spotlight.

They're all informative, entertaining, and eminently listenable ... and I don't say that simply because the hosts all sit within a Nerf-gun shot of my desk. Rule Breaker Investing and Answers contain timeless advice, so you might want to go back to the beginning with those. The other three take their cues from the market, so you'll want to listen to the most recent first. All are available at

But wait, there's more

The book and the podcasts – both free ... both awesome – also come with an ongoing benefit. If you download the book, or if you enter your email address in the magical box at the podcasts page, you'll get ongoing market coverage sent straight to your inbox.

Investor Insights is valuable and enjoyable coverage of everything from macroeconomic events to investing strategies to our analyst's travels around the world to find the next big thing. Also free.

Get the book. Listen to a podcast. Sign up for Investor Insights. I'm not saying that any of those things will make you rich ... but Business Insider seems to think so.

Compare Brokers