AMD·아리스타 네트웍스·암젠 등, 11월 4일(화) 실적 발표 예정

실적 시즌이 이어지는 가운데, 다음 거래일 발표가 예정된 기업들을 한눈에 정리했다. AMD와 아리스타 네트웍스(Arista Networks) 같은 미국 기술주에 더해 암젠(Amgen), 아메리칸 인터내셔널 그룹(AIG), 애플랙(Aflac) 등 대형 헬스케어·보험주가 11월 4일(화) 실적 무대에 오른다. 투자자들은 장 시작 전(pre-market)과 장 마감 후(after-hours)로 나뉘어 예정된 주당순이익(EPS)과 매출(Revenue) 컨센서스에 주목하고 있다.

2025년 11월 3일, 인베스팅닷컴의 보도에 따르면, 본 목록은 다음 거래일(11월 4일, 화요일) 실적 발표가 예정된 주요 상장사의 예상치를 정리한 것이다. 기술 섹터의 AMD와 아리스타 네트웍스, 바이오·제약의 암젠, 금융·보험의 AIG와 애플랙이 핵심 주목 종목으로 꼽힌다. 또한 우버 테크놀로지스, 쇼피파이, 마리엇 인터내셔널, 핀터레스트, 리비안, 슈퍼 마이크로 컴퓨터 등 다양한 업종의 대형·성장주가 함께 발표한다.

용어와 일정 안내^기초정보
EPS(주당순이익)은 한 주당 벌어들인 순이익을 뜻하며, Revenue(매출)는 총매출액을 의미한다. 표기된 $는 달러화이며, B는 십억(billion), M은 백만(million), K는 천(thousand) 단위를 뜻한다. 장 시작 전은 일반적으로 정규장 개장 이전 공개, 장 마감 후는 정규장 종료 이후 공개를 가리킨다. 아래 수치는 보도 시점의 시장 컨센서스·예상치로, 실제 발표 시 달라질 수 있다.

주목

장 시작 전 실적 발표 예정(EARNINGS BEFORE THE OPEN)

Exelon Corp (EXC) – EPS: $0.7773, Revenue: $6.48B
Hamilton Lane Inc (HLNE) – EPS: $1.14, Revenue: $171.86M
Premier Inc (PINC) – EPS: $0.2742, Revenue: $240.4M
Marathon Petroleum Corp. (MPC) – EPS: $3.19, Revenue: $33.53B
Broadridge Financial Solutions (BR) – EPS: $1.24, Revenue: $1.54B
Shoals Technologies Group (SHLS) – EPS: $0.1251, Revenue: $130.26M
Michael Kors Holdings (CPRI) – EPS: $0.1347, Revenue: $824.59M
Ocular Therapeutix Inc (OCUL) – EPS: -$0.3715, Revenue: $14.63M
Archer-daniels Mid (ADM) – EPS: $0.8458, Revenue: $20.96B
Stanley Works (SWK) – EPS: $1.19, Revenue: $3.77B
Silicon Laborator (SLAB) – EPS: $0.304, Revenue: $205.34M
Eaton (ETN) – EPS: $3.05, Revenue: $7.07B
Yum! Brands Inc (YUM) – EPS: $1.48, Revenue: $2B
AudioCodes Ltd (AUDC) – EPS: $0.0971, Revenue: $60.67M
Gartner (IT) – EPS: $2.43, Revenue: $1.52B
Ingredion Inc (INGR) – EPS: $2.9, Revenue: $1.9B
National Retail (NNN) – EPS: $0.4793, Revenue: $227.22M
Global Payments (GPN) – EPS: $3.23, Revenue: $2.41B
Yum China Holdings Inc (YUMC) – EPS: $0.7503, Revenue: $3.2B
Uber Technologies Inc (UBER) – EPS: $0.6877, Revenue: $13.28B
Henry Schein (HSIC) – EPS: $1.28, Revenue: $3.28B
Waters Corp (WAT) – EPS: $3.21, Revenue: $781.01M
Sealed Air (SEE) – EPS: $0.6966, Revenue: $1.31B
Marriott Intl (MAR) – EPS: $2.37, Revenue: $6.47B
Zoetis Inc (ZTS) – EPS: $1.63, Revenue: $2.41B
Apollo Globl Man (APO) – EPS: $1.91, Revenue: $4.92B
Shopify Inc (SHOP) – EPS: $0.3345, Revenue: $2.76B
TPG Inc (TPG) – EPS: $0.5684, Revenue: $540.03M
Ball Corp (BALL) – EPS: $1.02, Revenue: $3.31B
Molson Coors (TAP) – EPS: $1.71, Revenue: $3.04B
Intl Game Tech (BRSL) – EPS: $0.2167, Revenue: $630.63M
Molson Coors Brewing Comp A (TAPa) – EPS: $1.71, Revenue: $3.03B
Norwegian Cruise Line Holdings Ltd (NCLH) – EPS: $1.16, Revenue: $3.02B
Capitol Acq (LIND) – EPS: $0.1925, Revenue: $230.32M
Wingstop Inc (WING) – EPS: $0.9326, Revenue: $187.37M

장 마감 후 실적 발표 예정(EARNINGS AFTER THE CLOSE)

Northeast Utilities (ES) – EPS: $1.16, Revenue: $3.27B
Nextera Energy Partners LP (XIFR) – EPS: -$0.1871, Revenue: $368.11M
Mandalay Digital Group Inc (APPS) – EPS: $0.1, Revenue: $127.61M
Jack Henry & Asso (JKHY) – EPS: $1.7, Revenue: $634.42M
Navigator H (NVGS) – EPS: $0.3969, Revenue: $142.04M
Lumentum Holdings Inc (LITE) – EPS: $1.03, Revenue: $526M
Rivian Automotive (RIVN) – EPS: -$0.7399, Revenue: $1.52B
Kinross Gold (KGC) – EPS: $0.3853, Revenue: $1.72B
Clean Energy Fuel (CLNE) – EPS: -$0.06, Revenue: $103.65M
Skyworks Solutions Inc (SWKS) – EPS: $1.4, Revenue: $1.01B
Encana Corporation (OVV) – EPS: $0.9573, Revenue: $2.01B
Paylocity Holdng (PCTY) – EPS: $1.57, Revenue: $400.45M
Ashland Inc (ASH) – EPS: $1.24, Revenue: $482.3M
8×8 Inc (EGHT) – EPS: $0.07, Revenue: $177.95M
Decarbonization Plus Acq (SLDP) – EPS: -$0.14, Revenue: $5M
Revolve Group (RVLV) – EPS: $0.0807, Revenue: $297.36M
Silver standard resources (SSRM) – EPS: $0.3528, Revenue: $416.57M
Arista Networks (ANET) – EPS: $0.7138, Revenue: $2.26B
Adv Micro Device (AMD) – EPS: $1.17, Revenue: $8.74B
Gladstone Investment Corp (GAIN) – EPS: $0.228, Revenue: $24.58M
Match Group Inc (MTCH) – EPS: $0.6314, Revenue: $915.22M
Corteva (CTVA) – EPS: -$0.5066, Revenue: $2.48B
Intl Flav & Frag (IFF) – EPS: $1.02, Revenue: $2.63B
Aflac Inc (AFL) – EPS: $1.77, Revenue: $4.37B
Aviat Networks (AVNW) – EPS: $0.3783, Revenue: $103.89M
Qiagen N.V.-Exch (QGEN) – EPS: $0.5868, Revenue: $525.93M
Pinterest Inc (PINS) – EPS: $0.4295, Revenue: $1.05B
Corsair Gaming Inc (CRSR) – EPS: $0.0874, Revenue: $353.89M
InnovAge Holding (INNV) – EPS: $0.0162, Revenue: $226.56M
Intapp (INTA) – EPS: $0.1936, Revenue: $134.01M
Teradata (TDC) – EPS: $0.5782, Revenue: $411.39M
Ing Us Inc (VOYA) – EPS: $2.23, Revenue: $1.99B
Orion Engineered Carbons SARL (OEC) – EPS: $0.317, Revenue: $452.44M
AXA Equitable Holdings Inc (EQH) – EPS: $1.63, Revenue: $3.53B
Upstart Holdings Inc (UPST) – EPS: $0.4209, Revenue: $279.59M
Toast (TOST) – EPS: $0.2386, Revenue: $1.58B
Taser Intl (AXON) – EPS: $1.52, Revenue: $704.84M
American Intl Group (AIG) – EPS: $1.7, Revenue: $6.82B
Mosaic Company (MOS) – EPS: $1, Revenue: $3.68B
LTC Properties Inc (LTC) – EPS: $0.32, Revenue: $46.39M
Trex Co. Inc (TREX) – EPS: $0.5669, Revenue: $301.55M
Veracyte Inc (VCYT) – EPS: $0.3196, Revenue: $124.78M
Caredx Inc (CDNA) – EPS: -$0.0817, Revenue: $95.32M
Beyond Meat Inc (BYND) – EPS: -$0.429, Revenue: $68.64M
Grocery Outlet Inc (GO) – EPS: $0.1928, Revenue: $1.18B
Brp Group Inc (BWIN) – EPS: $0.3029, Revenue: $363.12M
Social Capital Hedosophia Hold III (CLOV) – EPS: -$0.0148, Revenue: $467.18M
Goodrx Holdings Inc (GDRX) – EPS: $0.0902, Revenue: $194.55M
Coupang LLC (CPNG) – EPS: $0.0417, Revenue: $9.13B
agilon health (AGL) – EPS: -$0.1519, Revenue: $1.42B
Flywire (FLYW) – EPS: $0.1896, Revenue: $179.46M
Zeta Global Holdings (ZETA) – EPS: $0.1835, Revenue: $328.09M
Jackson Financial (JXN) – EPS: $5.45, Revenue: $1.89B
Live Nation Entertainment Inc (LYV) – EPS: $1.48, Revenue: $8.89B
Qualys Inc (QLYS) – EPS: $1.56, Revenue: $166.3M
Par Pete Corp (PARR) – EPS: $1.84, Revenue: $1.74B
Chromadex Corp (NAGE) – EPS: $0.0182, Revenue: $30.83M
Postal Realty Trust Inc (PSTL) – EPS: $0.1067, Revenue: $22.76M
Dot Therapeutics2 (DAWN) – EPS: -$0.2938, Revenue: $38.19M
Douglas Emmett (DEI) – EPS: -$0.0679, Revenue: $252.73M
RumbleON Inc (RDNW) – EPS: -$0.1733, Revenue: $261.08M
Colonnade Acquisition (OUST) – EPS: -$0.1625, Revenue: $36.9M
Isos Acquisition (LUCK) – EPS: -$0.1466, Revenue: $282.38M
Cryoport Inc (CYRX) – EPS: -$0.24, Revenue: $41.22M
Marathon Pa (MARA) – EPS: -$0.0997, Revenue: $251.76M
Super Micro Compu (SMCI) – EPS: $0.4583, Revenue: $6.46B
Oasis Petroleum (CHRD) – EPS: $2.31, Revenue: $1.09B
Masimo Corp (MASI) – EPS: $1.2, Revenue: $366.85M
Iamgold Corp (IAG) – EPS: $0.2188, Revenue: $729.95M
Advanced Energy (AEIS) – EPS: $1.47, Revenue: $441.62M
Skyline Corp (SKY) – EPS: $0.8191, Revenue: $636.96M
Exelixis Inc (EXEL) – EPS: $0.6866, Revenue: $590.47M
Rapid7 Inc (RPD) – EPS: $0.4523, Revenue: $215.95M
Personalis Inc (PSNL) – EPS: -$0.2763, Revenue: $13.31M
GXO Logistics (GXO) – EPS: $0.7893, Revenue: $3.38B
Summit Hotel Properties Inc (INN) – EPS: -$0.05, Revenue: $179.03M
NGL Energy Partners LP (NGL) – EPS: $0.04, Revenue: $594.19M
Oportun Financial Corp (OPRT) – EPS: $0.2759, Revenue: $238.8M
Macerich Co (MAC) – EPS: -$0.0809, Revenue: $248.87M
Western Gas Partners LP (WES) – EPS: $0.8781, Revenue: $962.47M
Kratos Defense & (KTOS) – EPS: $0.1203, Revenue: $322.7M
Tarsus Pharmaceuticals Inc (TARS) – EPS: -$0.3482, Revenue: $114.22M
Aes Corp (AES) – EPS: $0.7251, Revenue: $3.36B
3D Systems Corporation (DDD) – EPS: -$0.1245, Revenue: $97.68M
American Financial Group (AFG) – EPS: $2.48, Revenue: $1.97B
Latham Group (SWIM) – EPS: $0.1006, Revenue: $165.35M
Procept Biorobotics (PRCT) – EPS: -$0.4133, Revenue: $80.83M
Mercury Computer (MRCY) – EPS: $0.0925, Revenue: $206.03M
Horace Mann Educators Corp (HMN) – EPS: $1.1, Revenue: $307.25M
CAVA Group Inc (CAVA) – EPS: $0.11, Revenue: $252.53M
Kodiak Gas Services (KGS) – EPS: $0.42, Revenue: $234.76M
Solar Capital Ltd (SLRC) – EPS: $0.4128, Revenue: $56.2M
Owens-Illinois Inc (OI) – EPS: $0.4198, Revenue: $1.66B
Arteris (AIP) – EPS: -$0.0925, Revenue: $17M
Mirum Pharmaceuticals Inc (MIRM) – EPS: -$0.1462, Revenue: $130.11M
Tpg Speclty (TSLX) – EPS: $0.5209, Revenue: $108.83M
Amgen Inc (AMGN) – EPS: $5.04, Revenue: $8.98B
Benchmark Electronics Inc (BHE) – EPS: $0.5775, Revenue: $661.25M
Assurant (AIZ) – EPS: $4.32, Revenue: $3.16B
Mbia Inc (MBI) – EPS: -$0.03, Revenue: $6M
United Fire & Cas (UFCS) – EPS: $0.7136, Revenue: $322.83M
NMI Holding (NMIH) – EPS: $1.2, Revenue: $151.36M
Select Energy Services (WTTR) – EPS: $0.0037, Revenue: $307.75M
Mayville Engineering Co Inc (MEC) – EPS: $0.0655, Revenue: $140.91M
Innospec Inc (IOSP) – EPS: $1.11, Revenue: $443M
Radian Group Inc (RDN) – EPS: $1, Revenue: $307.67M
Tanger Factory (SKT) – EPS: $0.2496, Revenue: $137.33M
A10 Network (ATEN) – EPS: $0.215, Revenue: $70.7M
Rayonier Advanced Materials (RYAM) – EPS: -$0.0167, Revenue: $392.03M
1347 Capital Cor (LMB) – EPS: $1.17, Revenue: $184.48M
Cadre Holdings (CDRE) – EPS: $0.2557, Revenue: $158.95M
Aqua America Inc. (WTRG) – EPS: $0.286, Revenue: $472.4M
Mistras Group Inc (MG) – EPS: $0.29, Revenue: $188.45M
Hamilton Insurance Group Ltd B (HG) – EPS: $0.69, Revenue: $22.60M
Allegiant Travel (ALGT) – EPS: -$1.79, Revenue: $576.47M
Gulfport Energy Operating (GPOR) – EPS: $5, Revenue: $348.89M
Ashford Hsy Prm (BHR) – EPS: -$0.66, Revenue: $143.31M
Itau Unibanco Holding Sa ADR (ITUB) – EPS: $0.1983, Revenue: $8.46B
Capnia Inc (SLNO) – EPS: $0.0492, Revenue: $47.46M
Corcept Therapeutics (CORT) – EPS: $0.1344, Revenue: $218.53M
Ultragenyx (RARE) – EPS: -$1.23, Revenue: $167M
The Andersons (ANDE) – EPS: $0.4, Revenue: $2.85B
Bluelinx Holdings Inc (BXC) – EPS: $0.5125, Revenue: $757.15M
Matson (MATX) – EPS: $3.25, Revenue: $837.72M
Dynamic Materials (BOOM) – EPS: $0.03, Revenue: $145.07M
Supernus Pharmaceuticals Inc (SUPN) – EPS: $0.14, Revenue: $175.82M
Ptc Therape (PTCT) – EPS: -$1.12, Revenue: $174.39M
Great Elm Capital Corp (GECC) – EPS: $0.2625, Revenue: $10.77M
MasterBrand (MBC) – EPS: $0.52, Revenue: None
Astronics Corp (ATRO) – EPS: $0.34, Revenue: $210.59M
Crexendo (CXDO) – EPS: $0.0729, Revenue: $17.07M
Astronics Corp Cl B (ATROB) – EPS: $0.34, Revenue: $210.59M
Cricut (CRCT) – EPS: $0.0376, Revenue: $156.93M
Neuropace (NPCE) – EPS: -$0.1959, Revenue: $24.31M
The Hackett Group (HCKT) – EPS: $0.43, Revenue: $80.08M
Synalloy Corp (ACNT) – EPS: $0.29, Revenue: $59.4M
Fluidigm Corp (LAB) – EPS: -$0.0499, Revenue: $17.85M
Astera Labs (ALAB) – EPS: $0.13, Revenue: None
Audioeye, Inc (AEYE) – EPS: $0.1819, Revenue: $10.49M
Corvus Pharmaceuticals Inc (CRVS) – EPS: -$0.1317, Revenue: $0.00
Stoke Therapeutics Inc (STOK) – EPS: -$0.5809, Revenue: $6.06M
Tiberius Acquisition (IGIC) – EPS: $0.864, Revenue: $143.6M
Raia Drogasil ADR (RADLY) – EPS: $0.0356, Revenue: $2.16B
Ero Copper USA (ERO) – EPS: $0.4245, Revenue: $226.77M
Jushi Holdings (JUSHF) – EPS: -$0.0467, Revenue: $67.03M
Kyndryl Holdings (KD) – EPS: $0.3875, Revenue: $3.84B
Era Group Inc (VTOL) – EPS: $0.945, Revenue: $400M
TPG Pace (ACEL) – EPS: $0.2149, Revenue: $327.95M
National Steel Comp (SID) – EPS: $0.0366, Revenue: $2.08B
California Resources Corp (CRC) – EPS: $1.29, Revenue: $875.82M
Montrose Environmental Grp (MEG) – EPS: $0.055, Revenue: $199.85M
Sila Realty Trust (SILA) – EPS: $0.2, Revenue: $48.33M
LifeVantage Corp (LFVN) – EPS: $0.21, Revenue: $56.1M
Everus Construction (ECG) – EPS: $0.73, Revenue: None
Career Education (PRDO) – EPS: $0.56, Revenue: $206.34M
Fuel Tech (FTEK) – EPS: $0.01, Revenue: $9.43M
GSV Capital Corp (SSSS) – EPS: -$0.18, Revenue: $499K
The Eastern Company (EML) – EPS: $0.77, Revenue: $73.41M
Hinge Health (HNGE) – EPS: $0.09, Revenue: None
Mntn Inc (MNTN) – EPS: $0.03, Revenue: None
Entravision Communications Corp (EVC) – EPS: $, Revenue: None
Aura Minerals NAQ (AUGO) – EPS: $0.55, Revenue: $235.71M
Tempus AI (TEM) – EPS: $, Revenue: None
Cumberland Pharma (CPIX) – EPS: $, Revenue: None
CeriBell Inc (CBLL) – EPS: $, Revenue: None

핵심 관전 포인트_{투자자 유의}
이번 발표 일정은 빅테크·반도체(AMD), 클라우드 네트워킹(아리스타), 바이오의약(암젠), 보험·금융(AIG·애플랙) 등 대형 섹터 대표주가 동시에 포함돼 지수·섹터 변동성에 영향을 줄 수 있다. 일반적으로 컨센서스 상회/하회 여부, 가이던스(향후 전망) 코멘트, 마진과 현금흐름 지표에 시장이 민감하게 반응한다. 특히 성장주에서는 매출 성장률과 사용자 지표, 경기민감 업종에서는 가격·수요 환경 업데이트가 주가 변동의 변수로 작용하는 경우가 많다. 다만 아래 수치는 예상치이며 실제 발표 내용과 차이가 있을 수 있으니, 확정 실적 발표문과 경영진 발언을 반드시 확인할 필요가 있다.

추가 설명^용어
ADR(American Depositary Receipt)은 해외 기업 주식을 미국 시장에서 예탁증서 형태로 거래할 수 있게 한 증권이다. After-hours(장 마감 후)와 Pre-market(장 시작 전)에 발표되는 수치는 보통성 유동성이 낮아 변동성이 커질 수 있음을 의미한다. 또한 일부 항목의 Revenue: None 혹은 빈칸 표기는 시장 컨센서스가 공개되지 않았거나 집계되지 않았음을 뜻한다.