목요일 실적 발표 예정: 디즈니·브룩필드·누 홀딩스 등 글로벌 주요 기업 대기

실적 시즌이 이어지는 가운데, 다양한 업종의 글로벌 기업들이 다음 거래일에 분기 성적표를 공개할 예정이다. 투자자들은 2025년 11월 13일(목) 발표를 앞둔 기업들의 실적 예상치(EPS 추정치와 매출 추정치)를 점검해 잠재적 변동성에 대비할 수 있다. 이번 일정에는 엔터테인먼트, 자산운용, 반도체 장비, 핀테크, 통신 등 다양한 섹터가 포함돼 있어, 업종별 흐름을 가늠하는 데에도 의미가 크다.

2025년 11월 12일, 인베스팅닷컴의 보도에 따르면, 목요일 장 시작 전에는 월트 디즈니(Disney), 브룩필드(Brookfield), Siemens AG ADR, 도이체 텔레콤(Deutsche Telekom) 등이 주목받을 전망이며, 장 마감 후에는 어플라이드 머티어리얼즈(Applied Materials), 누 홀딩스(Nu Holdings), Credicorp 등이 예정돼 있다. 본 일정은 실적 시즌의 핵심 분수령 중 하나로 평가되며, 컨센서스 대비 성과와 가이던스(전망) 제시 여부가 단기 주가 변동에 큰 영향을 줄 수 있다.

아래에는 미국장 개장 전(before the open)과 미국장 마감 후(after the close) 발표 예정 기업과 EPS(주당순이익) 추정치, 매출 추정치를 정리했다. EPS와 매출은 컨센서스로 불리는 시장 추정치 대비 상회/하회 여부가 핵심 체크포인트다. 또한 발표 시간대 특성상, 일부 종목은 프리마켓(정규장 개장 전)과 애프터마켓(정규장 마감 후)에서 가격이 급변할 수 있어 유의가 필요하다.

주목

미국장 개장 전 실적 발표(현지 기준):

Disney (DIS) – EPS Est: $1.05, Revenue Est: $22.75B
Brookfield (BN) – EPS Est: $0.5874, Revenue Est: $1.57B
Siemens AG Adr (SIEGY) – EPS Est: $1.48, Revenue Est: $25.06B
Deutsche Telekom AG PK (DTEGY) – EPS Est: $0.5926, Revenue Est: $33.98B
NICE-Systems Ltd (NICE) – EPS Est: $3.18, Revenue Est: $728.23M
ENEL Societa per Azioni (ENLAY) – EPS Est: $0.2145, Revenue Est: $25.2B
Canadian Solar (CSIQ) – EPS Est: -$0.4211, Revenue Est: $1.37B
Merck KGaA PK (MKKGY) – EPS Est: $0.4874, Revenue Est: $6.18B
Assicurazioni Generali ADR (ARZGY) – EPS Est: $0.3555, Revenue Est: None
Bitfarms OTC (BITF) – EPS Est: -$0.02, Revenue Est: $88.72M
Spectrum Brands Holdings Inc (SPB) – EPS Est: $0.9016, Revenue Est: $743.14M
Edgewell Personal Care (EPC) – EPS Est: $0.8002, Revenue Est: $532.34M
Stratasys (SSYS) – EPS Est: $0.0912, Revenue Est: $143.85M
MarineMax Inc (HZO) – EPS Est: -$0.1266, Revenue Est: $532.39M
Paysafe (PSFE) – EPS Est: $0.7262, Revenue Est: $439.51M
Sally Beauty Holdings Inc (SBH) – EPS Est: $0.446, Revenue Est: $932.46M
Suburban Propane Partners LP (SPH) – EPS Est: -$0.53, Revenue Est: $227M
Ballard Power Systems Inc (BLDP) – EPS Est: -$0.113, Revenue Est: $24.14M
Endeavour Mining Cor (EDVMF) – EPS Est: $0.5465, Revenue Est: $858.4M
National Energy Services Reunited (NESR) – EPS Est: $0.1816, Revenue Est: $315.44M
Bilfinger ADR (BFLBY) – EPS Est: $0.3371, Revenue Est: $1.57B
Hellenic Telecommunications Org (HLTOY) – EPS Est: $0.2259, Revenue Est: $1.07B
Wienerberger Baustoffindustrie (WBRBY) – EPS Est: $0.1249, Revenue Est: $1.26B
Eagle Point Cred (ECC) – EPS Est: $0.235, Revenue Est: $51.42M
Valneva SE ADR (VALN) – EPS Est: -$0.333, Revenue Est: $51.64M
Gambling com Group (GAMB) – EPS Est: $0.1703, Revenue Est: $41.25M
Onewater Marine (ONEW) – EPS Est: $0.2122, Revenue Est: $407.58M
Inter and Co A (INTR) – EPS Est: $0.1498, Revenue Est: $391.98M
Tremor International ADR (NEXN) – EPS Est: $0.1908, Revenue Est: $92.54M
Union Acquisition (BIOX) – EPS Est: $0.03, Revenue Est: $105M
Silver Spike Investment (LIEN) – EPS Est: $0.355, Revenue Est: $14.33M
Gwr Global Wtr Res C (GWRS) – EPS Est: $0.085, Revenue Est: $15.1M
Protalix Biotherapeutics Inc. BATS (PLX) – EPS Est: $0.07, Revenue Est: $17.79M
EuroDry (EDRY) – EPS Est: -$0.5067, Revenue Est: $14.29M
Broadwind Energy (BWEN) – EPS Est: $0.0367, Revenue Est: $40.43M
Ondas (ONDS) – EPS Est: -$0.0374, Revenue Est: $6.93M
Prosafe Se (PRSEF) – EPS Est: -$0.03, Revenue Est: $41M
Agfa Gevaert ADR (AFGVY) – EPS Est: -$0.0695, Revenue Est: $323.04M
Bragg Gaming US (BRAG) – EPS Est: -$0.0659, Revenue Est: $31.18M
Vuzix Corp Cmn Stk (VUZI) – EPS Est: -$0.11, Revenue Est: $2.2M
Relmada Therapeutics (RLMD) – EPS Est: -$0.45, Revenue Est: $0.00
Ideal Power Inc (IPWR) – EPS Est: -$0.25, Revenue Est: $20K
Digirad Corp (STRR) – EPS Est: $0.29, Revenue Est: $37.25M
Supercom Lt (SPCB) – EPS Est: $0.5, Revenue Est: $7.12M
American Shared Hospital Srvcs (AMS) – EPS Est: $0.04, Revenue Est: None
Lantern Pharma Inc (LTRN) – EPS Est: -$0.44, Revenue Est: $0.00
MHI Hospitality C (SOHO) – EPS Est: None, Revenue Est: $41.7M
NIQ Global Intelligence Ltd (NIQ) – EPS Est: $0.0543, Revenue Est: $1.02B
Aebi Schmidt Holding (AEBI) – EPS Est: $0.145, Revenue Est: $488.67M
Sbm Offshore Nv (SBFFF) – EPS Est: None, Revenue Est: $1.26B
SBM Offshore ADR (SBFFY) – EPS Est: None, Revenue Est: $1.26B
Sound Point Meridian Capital (SPMC) – EPS Est: None, Revenue Est: None
Silver Horn Mining (NXPL) – EPS Est: None, Revenue Est: None
3i ADR (TGOPY) – EPS Est: None, Revenue Est: None
Aviva plc (AVVIY) – EPS Est: None, Revenue Est: None
Uranium Resources (WWR) – EPS Est: None, Revenue Est: None
ConvaTec ADR (CNVVY) – EPS Est: None, Revenue Est: None
Tamboran Resources Corp (TBN) – EPS Est: None, Revenue Est: None
Burberry Group Plc (BURBY) – EPS Est: None, Revenue Est: None
Innate Pharma Nasd (IPHA) – EPS Est: None, Revenue Est: None
MER Telemanagemen (SBET) – EPS Est: None, Revenue Est: None
Chromocell Therapeutics (PTHS) – EPS Est: None, Revenue Est: None
Accelerant Holdings Ltd (ARX) – EPS Est: None, Revenue Est: None
Cloudastructure (CSAI) – EPS Est: None, Revenue Est: None
Mill City Ventures III (SUIG) – EPS Est: None, Revenue Est: None
GO Residential REIT Unt (GONYF) – EPS Est: None, Revenue Est: None
Alliance Laundry Holdings Inc (ALH) – EPS Est: None, Revenue Est: None
Sunrise Realty Trust (SUNS) – EPS Est: None, Revenue Est: None

미국장 마감 후 실적 발표(현지 기준):

Applied Matls Inc (AMAT) – EPS Est: $2.11, Revenue Est: $6.68B
Nu Holdings (NU) – EPS Est: $0.1574, Revenue Est: $3.27B
Credicorp Ltd (BAP) – EPS Est: $6.18, Revenue Est: $1.62B
Energetica Minas Gerais (CIG) – EPS Est: $0.0627, Revenue Est: $2.03B
Energetica Minas Gerais C (CIGc) – EPS Est: $0.0627, Revenue Est: $2.03B
Jbs NV (JBS) – EPS Est: $0.4945, Revenue Est: $21.69B
Globant SA (GLOB) – EPS Est: $1.54, Revenue Est: $615.32M
South Bow NYQ (SOBO) – EPS Est: None, Revenue Est: None
Figure Technology Solutions Ltd (FIGR) – EPS Est: None, Revenue Est: None
Stantec Inc (STN) – EPS Est: $1.1, Revenue Est: $1.24B
Newhold Investment (EVLV) – EPS Est: -$0.0333, Revenue Est: $32.29M
Beazer Homes USA Inc (BZH) – EPS Est: $0.798, Revenue Est: $676.67M
Sustainable Opportunities Acqui (TMC) – EPS Est: -$0.0538, Revenue Est: $0.00
Newsmax (NMAX) – EPS Est: None, Revenue Est: None
Jefferson Capital Inc (JCAP) – EPS Est: None, Revenue Est: None
WhiteFiber (WYFI) – EPS Est: None, Revenue Est: None
Colombier Acquisition II (PEW) – EPS Est: None, Revenue Est: None
TimefireVR (RCAT) – EPS Est: -$0.0924, Revenue Est: $14.12M
Novume Solutions (REKR) – EPS Est: -$0.0467, Revenue Est: $12.53M
Intrexon Corpn (PGEN) – EPS Est: -$0.0933, Revenue Est: $900K
Spero Therapeutics (SPRO) – EPS Est: -$0.39, Revenue Est: $12M
Nabi Pharmaceuticals (VXRT) – EPS Est: -$0.0667, Revenue Est: $21.15M
Profound Medical Corp Nas (PROF) – EPS Est: -$0.378, Revenue Est: $4.76M
Trevi Therapeutics Inc (TRVI) – EPS Est: -$0.0983, Revenue Est: $0.00
DHX Media (WLDBF) – EPS Est: -$0.0438, Revenue Est: $83.92M
DFP Healthcare Acquisitions (TOI) – EPS Est: -$0.11, Revenue Est: $122.83M
Intermap Techgies Cp (ITMSF) – EPS Est: $0.02, Revenue Est: $6.4M
Arena Holdings (AREN) – EPS Est: $0.19, Revenue Est: $43M
Biostem Tech (BSEM) – EPS Est: $0.28, Revenue Est: $88.3M
Research Solutions Inc (RSSS) – EPS Est: $0.0333, Revenue Est: $12.74M
Fossil Inc (FOSL) – EPS Est: -$0.25, Revenue Est: $233.32M
Nyxoah NAQ (NYXH) – EPS Est: -$0.6832, Revenue Est: $2.27M
Flux Power Holdings (FLUX) – EPS Est: -$0.0633, Revenue Est: $17.4M
Marchex (MCHX) – EPS Est: -$0.01, Revenue Est: $12.9M
OptimumBank Holdi (OPHC) – EPS Est: $0.15, Revenue Est: None
Clipper Realty Inc (CLPR) – EPS Est: None, Revenue Est: $37.3M
HealthCor Catalio Acquisition (HYPR) – EPS Est: -$0.1094, Revenue Est: $3.51M
Cytosorbents Crp (CTSO) – EPS Est: -$0.0462, Revenue Est: $10.4M
Co-Diagnostics (CODX) – EPS Est: -$0.155, Revenue Est: $0.00
Bioatla (BCAB) – EPS Est: -$0.2733, Revenue Est: $0.00
RenovoRx (RNXT) – EPS Est: -$0.08, Revenue Est: $397.07K
Widepoint C (WYY) – EPS Est: -$0.05, Revenue Est: $39.46M
Artius Acquisition NAS (ORGN) – EPS Est: -$0.07, Revenue Est: $29.1M
Heartbeam (BEAT) – EPS Est: -$0.08, Revenue Est: $2.63M
Park City Group (TRAK) – EPS Est: None, Revenue Est: $5.80M
Rice Acquisition II (NPWR) – EPS Est: -$0.1303, Revenue Est: $0.00
Tela Bio Inc (TELA) – EPS Est: -$0.158, Revenue Est: $22.23M
Glimpse Group (VRAR) – EPS Est: -$0.02, Revenue Est: $2.6M
Pioneer Pow (PPSI) – EPS Est: -$0.085, Revenue Est: $6.99M
CaliberCos (CWD) – EPS Est: -$0.08, Revenue Est: None
Shimmick (SHIM) – EPS Est: $0.29, Revenue Est: $201.30M
Sera Prognostics (SERA) – EPS Est: -$0.23, Revenue Est: $150K
Super League Gaming (SLE) – EPS Est: -$4.02, Revenue Est: $3.64M
zSpace (ZSPC) – EPS Est: None, Revenue Est: $15.93M
Pacific Rubiales Egy (FECCF) – EPS Est: None, Revenue Est: None
Legacy Education Inc (LGCY) – EPS Est: None, Revenue Est: None
Intchains ADR (ICG) – EPS Est: None, Revenue Est: None
ImmuCell Corp (ICCC) – EPS Est: None, Revenue Est: None
Midwest Energy Emiss (BCHT) – EPS Est: None, Revenue Est: None
TSS Inc (TSSI) – EPS Est: None, Revenue Est: None
CapsoVision (CV) – EPS Est: None, Revenue Est: None

Market Headlines

주목

투자 관전 포인트와 용어 설명

실적 시즌에는 EPS(주당순이익)과 매출의 컨센서스 대비 결과가 1차적인 주가 반응을 좌우한다. 여기에 더해 기업들이 제공하는 향후 분기 가이던스(전망)가 투자심리에 중대한 변수로 작용한다. 본 기사에 제시된 수치는 시장 추정치(Est)로, 실제 발표치는 상이할 수 있으며 발표 직후 변동성이 확대될 수 있다. 또한 미국장 개장 전 발표는 프리마켓에, 미국장 마감 후 발표는 애프터마켓에 우선 반영되는 경향이 있어, 유동성과 스프레드 변화를 고려할 필요가 있다.

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