# This is the first reporting cycle since the U.S.-Iran war began reshaping oil markets, supply chains and the inflation outlook.

*business · news · 2026-04-13 · Benzinga*

## Key points

- This is the first earnings season since the U.S.-Iran war began impacting oil and inflation.
- Banks are under scrutiny for potential stress in private credit and leveraged lending not yet reported.
- Options markets expect post-earnings stock moves up to nearly 30% for some large-cap companies.
- Charles Schwab is expected to report a 33.49% year-over-year EPS increase and 15.86% revenue growth.

**Companies:** Netflix Inc., Taiwan Semiconductor Manufacturing Co. Ltd., Charles Schwab Corp., ICICI Bank Ltd., Ally Financial Inc., JB Hunt Transport Services Inc., ASML Holding N.V., Ericsson, Wipro Ltd.
**Countries:** United States, Iran, Taiwan, India, Netherlands, Sweden

[Read the full story on Benzinga](https://www.benzinga.com/markets/equities/26/04/51777218/earnings-volatility-watch-options-implied-moves-april-2026)

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