Housing and GDP Prints Bracket a Heavy Earnings Week

A week-ahead calendar published by Baystreet puts the S&P Cotality Case-Shiller Home Price Index for June, July new home sales and August consumer confidence on Tuesday, alongside marquee results from PDD Holdings, Intuit, HEICO and Zoom Communications, with GDP and further housing statistics due later in the week.

The coming week hands investors two things at once: a run of U.S. housing and growth data, and a batch of earnings from companies that sit on very different parts of the economy. According to the week-ahead calendar published by Baystreet, Tuesday alone brings the S&P Cotality Case-Shiller Home Price Index for June, new home sales for July and the August consumer confidence reading, with GDP and additional housing statistics scheduled later in the week.

That combination matters because the housing prints and the confidence survey speak to the same question from opposite ends. Case-Shiller measures what buyers have already paid — it is a repeat-sales index, so it tracks the change in price on the same homes over time and lands with a lag. New home sales measure what builders are actually moving right now. Consumer confidence measures whether households think they can afford to keep going. When all three arrive on one morning, the market gets a fairly complete picture of demand in the most rate-sensitive corner of the economy.

Where the market starts the week

Equities enter the stretch on a firm footing. In the most recent session, closing Friday, 21 August 2026, the SPDR S&P 500 ETF finished at $765.72, up 0.41% from a prior close of $762.60, inside a day range of $764.17 to $767.85. The Invesco QQQ tracker for the Nasdaq 100 closed at $713.44, up 0.35%. The Dow 30 proxy was the day's leader, closing at $532.22 for a gain of 0.89% — a mild rotation toward the older, more cyclical end of the index complex, which is exactly the part of the market that a soft housing number or a weak confidence reading would test.

Note the sequencing. The data comes early in the week; several of the largest earnings reports come Tuesday as well. That leaves little room for a single narrative to settle before the next input arrives.

Intuit and HEICO carry the growth story

Intuit Inc. (NASDAQ: INTU) is scheduled to post fiscal fourth-quarter earnings per share of $2.14, against $1.70 in the same quarter a year earlier. On those two figures alone that is a gain of about 26% year over year — an illustrative calculation from the calendar's numbers, not a company forecast. Intuit closed at 367.00, up 1.42% on the day from 361.87, after trading between 360.07 and 371.70. For a business whose revenue is tied to small-business activity and household tax filing, the consumer confidence print two hours before the open is not incidental background.

HEICO Corporation (NYSE: HEI) is due to report third-quarter EPS of $1.50 versus $1.26, roughly a 19% increase on those figures. HEICO closed at 355.04, up 1.27%, with a day range of 351.02 to 356.43. Aerospace aftermarket demand has been one of the steadier industrial themes, and HEICO is the kind of name that gets read as a proxy for it.

Zoom Communications Inc (NASDAQ: ZM) is the flat one. Second-quarter EPS of $1.01 against 99 cents implies a gain of about 2% on those two figures — a rounding error by the standards of the rest of this list. Zoom closed at 107.43, up 1.06% from 106.30. With earnings barely moving year over year, the market's attention will go to whatever the company says about seat growth and enterprise renewals rather than to the headline number.

PDD is the one going backwards

Monday's headline U.S. report is PDD Holdings Inc (NASDAQ: PDD), with second-quarter EPS of $2.69 expected against $2.90 in the prior-year quarter — a decline of roughly 7% on those figures. PDD was also the weakest of the named stocks in the last session, closing at 88.38, down 1.27% from 89.52, after a range of 87.81 to 90.14. A shrinking profit line at a Chinese e-commerce operator is a familiar story by now: heavy subsidy and merchant-support spending compresses margins even where volume holds up. What investors will look for is whether that spending is discretionary or structural.

Also Monday, Napco Security Technologies Inc (NASDAQ: NSSC) is set to report second-quarter EPS of 41 cents against 33 cents, an increase of about 24% on those numbers. Napco closed at 38.09, up 0.85%. Molecular Partners AG (NASDAQ: MOLN) is expected to post a loss of 45 cents per share, narrowed from a loss of 67 cents — a 22-cent improvement. Molecular Partners had the largest percentage move of the group, closing at 4.40, up 4.02% from 4.23, though on a share price that small the percentage flatters the move.

Canada's small caps show up in the same week

The Canadian side of the calendar is dominated by junior and small-cap names where the swing from loss to profit is the whole story. Atlas Engineered Products Ltd. (V.AEP) is scheduled to report a second-quarter gain of half a cent per share, against a loss of two cents a year earlier — a crossover into profitability for a truss and building-components maker, which ties it directly to the residential construction cycle the U.S. housing data will describe.

Two resource juniors report shrinking losses. 1911 Gold Corp (V.AUMB) is expected to post a second-quarter loss of two cents versus three cents, and Alaska Silver Corp (V.WAM) a loss of one cent against 15 cents. For pre-revenue explorers, a narrower loss usually reflects the pace of exploration and administrative spending rather than any change in commercial prospects, and should be read that way.

What to watch as the week unfolds

Three things are worth tracking in order. First, whether Tuesday's housing pair — Case-Shiller for June and new home sales for July — point the same direction; a firm price index with soft volumes would suggest sellers are holding out rather than that demand is healthy. Second, whether the August consumer confidence figure lines up with what Intuit says about small-business customers. Third, the GDP release later in the week, which will either confirm or complicate whatever conclusion the market draws from the earlier data.

For the stocks themselves, the useful comparison is against Friday's closes listed above. Those are the reference points that any post-earnings move will be measured from.

Key facts

• PDD Holdings (NASDAQ: PDD): Last close 88.38, -1.27%, as of Fri 21 Aug 2026 20:00 GMT
• Intuit (NASDAQ: INTU): Last close 367.00, +1.42%; Q4 EPS of $2.14 due vs $1.70
• Tuesday data: Case-Shiller (June), new home sales (July), consumer confidence (August)
• Benchmarks: S&P 500 ETF $765.72 (+0.41%), Nasdaq 100 $713.44 (+0.35%), Dow 30 $532.22 (+0.89%)

Frequently asked questions

What economic data is scheduled for Tuesday?

Three U.S. releases land Tuesday: the S&P Cotality Case-Shiller Home Price Index for June, new home sales for July, and the Conference-style consumer confidence reading for August. GDP and further housing statistics are due later in the same week, making it a dense stretch for anyone tracking rate-sensitive parts of the economy.

What is PDD Holdings expected to earn?

The week-ahead calendar lists PDD Holdings second-quarter earnings per share of $2.69, down from $2.90 in the same quarter a year earlier. That is a decline of roughly 7% on those two figures. PDD closed at 88.38 in the last session, down 1.27% from a prior close of 89.52.

How much is Intuit's profit expected to grow?

Intuit is scheduled to report fiscal fourth-quarter EPS of $2.14, compared with $1.70 in the prior-year quarter. Using only those two numbers, that works out to an increase of about 26% year over year. Intuit's shares last closed at 367.00, up 1.42%, after trading between 360.07 and 371.70.

Why does the Case-Shiller index arrive with a lag?

Case-Shiller is a repeat-sales index: it compares the sale price of the same home against its previous sale, which requires completed transactions to be recorded first. That process takes time, so the June reading published in late August describes closings from earlier in the summer rather than current market conditions.

Which Canadian companies are on the earnings calendar?

Atlas Engineered Products (V.AEP) is scheduled to post a second-quarter gain of half a cent per share against a loss of two cents a year earlier. Two resource juniors also report: 1911 Gold Corp (V.AUMB) with a two-cent loss versus three cents, and Alaska Silver Corp (V.WAM) with a one-cent loss versus 15 cents.

How did the major indexes finish before the week began?

As of the close on Friday, 21 August 2026, the S&P 500 ETF stood at $765.72, up 0.41%; the Nasdaq 100 tracker at $713.44, up 0.35%; and the Dow 30 proxy at $532.22, up 0.89%. The Dow's larger gain pointed to mild rotation toward more cyclical, value-oriented shares.

Sources

• GDP, Housing Stats Due Next Week — Baystreet

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