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Five Dow components representing about 25% of the Dow Jones Industrial Average ETF's assets are scheduled to report earnings this week, creating a concentrated earnings catalyst for broad U.S. equity exposure.
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Dow Jones Industrial Average Gets Spotlight: 5 Earnings Reports Representing 25% of ETF’s Assets On Deck Earnings season kicks off this week as several of the largest financial companies report quarterly financial results. The week is a big one for the Dow Jones Industrial Average, with five of its 30 components reporting. Dow Jones Industrial Average Gets Spotlight To kick off earnings season, the Dow Jones Industrial Average gets the spotlight as multiple components report this week, including some of the index’s largest by weight. Here are the reports this week: Johnson & Johnson (NYSE:JNJ): Q3 report Tuesday before market open Goldman Sachs (NYSE:GS): Q3 report Tuesday before market open JPMorgan Chase (NYSE:JPM): Q3 report Tuesday before market open UnitedHealth Group (NYSE:UNH): Q3 report Tuesday before market open Travelers Companies (NYSE:TRV): Q3 report Friday before market open Together, these five stocks make up more than a quarter of the leading ETF tracking the index, the SPDR Dow Jones Industrial Average ETF (NYSE:DIA). Here are the rankings of the five stocks in the price-weighted ETF: GS: largest holding, 10.30% of fund UNH: 6th largest holding, 4.36% TRV: 7th largest holding, 4.24% JPM: 10th largest holding, 3.83% JNJ: 15th largest holding, 3.01% The five stocks make up 25.74% of the ETF’s assets, which could make the fund volatile this week. Read Also: Dow Jones Industrial Average Dividend Winners: These 5 Stocks Yield 2.9% or More Earnings Estimates Here are the current earnings estimates and history over the last 10 quarters, based on Benzinga Pro data. JNJ EPS: $2.53 estimate vs. $2.80 last year, beaten estimates in 10+ straight quarters Revenue: $25.25 billion estimate vs. $23.99 billion last year, beaten estimates in nine straight quarters GS EPS: $13.03 estimate vs. $12.25 last year, beaten estimates in six straight quarters, nine of the last 10 quarters Revenue: $16.71 billion estimate vs. $15.18 billion last year, beaten estimates in two straight quarters, eight of the last 10 quarters JPM EPS: $5.90 estimate vs. $5.07 last year, beaten estimates in 10+ straight quarters Revenue: $51.26 billion estimate vs. $47.12 billion last year, beaten estimates in 10+ straight quarters UNH EPS: $4.15 estimate vs. $2.92 last year, beaten estimates in four straight quarters, seven of the last 10 quarters Revenue: $111.40 billion estimate vs. $113.16 billion last year, beaten estimates in two straight quarters, four of the last 10 quarters TRV EPS: $7.27 estimate vs. $8.14 last year, beaten estimates in nine straight quarters Revenue: $11.38 billion vs. $12.47 billion estimate, beaten estimates in eight straight quarters, nine of the last 10 quarters Key Items to Watch Goldman Sachs and JPMorgan are several of the big financial companies reporting this week. Like others, these financials beat estimates in the last quarter and hit 52-week highs after their last report. Goldman Sachs stock fell since then, while JPMorgan is one of the few outperformers among the big bank stocks since the last round of earnings. "Investors will be watching several key factors. Will potential higher-for-longer interest rates continue to support lending profits? Will there be a resurgence in IPOs?" Freedom Capital Markets Chief Market Strategist Jay Woods said in a weekly newsletter. Woods said it’s also important to hear what bank executives have to say about the "health of the consumer and the economy." For UnitedHealth, Woods says the stock is "starting to recover" after a rough 2025. "Watch to see if insurance premiums are finally keeping pace with patient care costs and whether its Optum Health business can sustain its recovery. After raising guidance last quarter, management needs to show that the turnaround has staying power and that improving profitability can carry into 2027." After spinning off the consumer business, Johnson & Johnson is more of a play on medical technology and pharmaceuticals. Investors will look for continued revenue growth and strong earnings, with a consistent history of beating estimates. Travelers is one of the lesser-followed names in the Dow Jones, but it offers a look at the overall insurance sector, including how fewer hurricanes in the United States than normal in 2026 could impact financials. Year-to-Date Performances The Dow Jones Industrial Average trails the S&P 500 and Nasdaq 100 tracking ETFs on a year-to-date and one-year basis. Here are the current performances: SPDR S&P 500 ETF Trust (NYSE:SPY): +14.0% year-to-date, +17.4% one year Invesco QQQ Trust (NASDAQ:QQQ): +21.9% year-to-date, +24.2% one year SPDR Dow Jones Industrial Average ETF: +7.6% year-to-date, +12.3% one year Here’s a look at the performance of the five Dow Jones stocks reporting this week: JNJ: +26.6% year-to-date, +37.5% one year GS: -2.3% year-to-date, +13.5% one year JPM: +2.6% year-to-date, +8.5% one year UNH: +11.9% year-to-date, +5.0% one year TRV: +27.6% year-to-date, +36.9% one year Read Also: Alphabet Joins Dow Jones Industrial Average: Here's How The Last Three Additions Performed Photo: Shutterstock