# 💰 Earnings Spotlight (Sept 29 – Oct 3, 2025) Key companies reporting this week, with analyst expectations, last quarter results, and the QBH Investments take through our income-first, risk-defined lens.

Logo	Company	Ticker	Report Date	Analyst Expectation (EPS)	Last Quarter EPS	QBH Take
	Nike	NKE	Sep 30, 2025 (AMC)	~$0.14 est.	$0.66	Margins under pressure; watch China demand and digital mix. CSPs for entry.
	Carnival	CCL	Sep 29, 2025 (BMO)	$1.32 est.	$0.86	Bookings/pricing strong. Covered calls can harvest premium post-rally.
	Conagra Brands	CAG	Oct 1, 2025 (BMO)	$0.33 est.	$0.56	Monitor pricing vs. volumes; food inflation impacts margins.
	Cal-Maine Foods	CALM	Oct 1, 2025 (BMO)	Not provided	$2.27	Egg prices normalizing; avian flu risk keeps volatility high.
	RPM International	RPM	Oct 1, 2025 (BMO)	$1.88 est.	$1.72	Construction/materials demand steady; watch input costs.
	Paychex	PAYX	Sep 30, 2025 (BMO)	$1.19 est.	$1.00	SME hiring trends & retention in focus. CSPs near support attractive.

--- ## 🔎 QBH Investments Lens At QBH Investments, we blend dividends, covered calls, cash‑secured puts, and vertical spreads to create steady, risk‑defined income. - Nike (NKE): CSPs for entry; verticals if IV spikes. - Carnival (CCL): Covered calls to capture post‑earnings premium. - Conagra (CAG) / Cal‑Maine (CALM): Dividends + covered calls for carry. - RPM (RPM) / Paychex (PAYX): CSPs near technical support. --- ## 🏛️ Policy Watch — Government Shutdown - Deadline: Federal funding expires at 12:01 a.m. ET, Wed Oct 1, 2025 without a continuing resolution. - Continues: Essential services (national security, air traffic control). - Pauses: Many non‑essential agency operations; some economic data releases may be delayed. - Watch: CR negotiations; timing of labor data releases; any FEMA impacts during storm threats. --- ## 📅 Week in Focus - Jobs data setup & Fed speakers. - Earnings: NKE, CCL, CAG, CALM, RPM, PAYX. - Policy: Oct 1 shutdown deadline.

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