At a glance: No S&P 500 name is confirmed to report today. General Mills had appeared on today's calendar, but the company's own investor communications put its fiscal first-quarter release on September 23 — we'll carry the preview then, numbers in hand. The active stretch resumes tomorrow, when FedEx and Lennar both report.

Scorecard — reported since we last wrote

Nothing to mark this morning. Monday's calendar was empty too, so there's nothing new since Friday's trio — Oracle, Adobe and Copart — already scored in our last edition.

No results to score from the prior edition.

Rest of the week

FedEx and Lennar cluster tomorrow. FedEx's setup turns on how much of its network-consolidation savings are showing through the P&L against a freight backdrop still working through the loss of low-value international parcel volume since the de minimis exemption ended, with the options market pricing a fairly contained move. Lennar is the more consequential print of the two: consensus implies a meaningful step-down from a year ago, and the debate is whether the sales incentives the builder has leaned on to defend volume keep easing or affordability pressure pushes them back up against margin.

Day	Company	Time	Cons. EPS	Implied move
Wednesday Sep 16	FedEx FDX	TBD	$4.05	2.8%
	Lennar LEN	After-close	$1.32	6.4%

Informational only — not investment advice. Figures are consensus/estimates and option-implied values from public sources and may be revised.