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Earnings Outlook: Archive

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Q3 Earnings Season Starts Positively: A Closer Look

The Q3 earnings and revenue growth pace for the index members that have reported represents a notable improvement over what we saw from this same group of companies in the first half of the year. Will it sustain?

WFCNegative Net Change JPMNegative Net Change CPositive Net Change AXPPositive Net Change

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Will the Q3 Earnings Season Prove Positive for the Market?

We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.

JPMNegative Net Change CPositive Net Change SPYPositive Net Change

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The Q3 Earnings Season Gets Underway: A Closer Look

The Q3 earnings season picks up notable pace with the release of the big banks' results next week, but we've already heard from several S&P 500 members that we count in our Q3 tally. How are things looking so far?

WFCNegative Net Change JPMNegative Net Change CPositive Net Change

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Bank Earnings in Focus as Q3 Earnings Season Takes Center Stage

There is justifiable optimism about the big banks' business prospects. Loan demand is expected to accelerate, the peak in delinquencies is now behind us, deal pipelines are seen as steadily getting stronger, and trading activities remain robust.

WFCNegative Net Change JPMNegative Net Change CPositive Net Change

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What Will the Q3 Earnings Season Show?

For 2025 Q3, S&P 500 earnings are currently expected to grow +5.2% on +6.0% revenue gains. Estimates have steadily increased since the quarter began, making the overall setup favorable.

WFCNegative Net Change JPMNegative Net Change

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Q3 Earnings Outlook Remains Positive: A Closer Look

The positive revisions trend makes the overall setup for the Q3 earnings season favorable, though it raises the odds of actual results coming up short of expectations. What else should investors know?

MSFTPositive Net Change NVDAPositive Net Change

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Previewing Q3 Earnings Expectations: Good or Bad?

Unlike other recent periods, the revisions trend has been positive, with estimates for Q3 modestly up since the quarter got underway. But what else should investors know?

MSFTPositive Net Change NVDAPositive Net Change

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Looking Ahead to the Q3 Earnings Season

Total Q3 earnings for the S&P 500 index are expected to be up +5% from the same period last year on +6% higher revenues, continuing the recent growth streak nicely. But what else should investors know about the upcoming Q3 cycle?

MSFTPositive Net Change NVDAPositive Net Change

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Breaking Down Q2 Retail Earnings: Good or Bad?

The Retail sector's Q2 performance compares favorably to what we have seen from these S&P 500 companies in other recent periods, particularly on the revenues side. What else should investors know?

AMZNNegative Net Change WMTPositive Net Change HDPositive Net Change

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Analyzing the Q2 Earnings Season Scorecard

The overall earnings picture remains strong and steadily improving, with an above-average proportion of companies beating estimates during the Q2 cycle. Importantly, expectations for the current and upcoming periods have moved higher.

GOOGLPositive Net Change METAPositive Net Change

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Do Stocks Have the Fuel To Move Higher?

We discuss whether the Q2 earnings season provides a fundamental rationale for the market's recent gains.

DEPositive Net Change SPYPositive Net Change TPRPositive Net Change

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Earnings Outlook Remains Strong & Improving: A Closer Look

We have been pleasantly surprised by the favorable revisions trend, which validates the market's rebound from the April lows. Expectations for Q3 have moved higher, but what else should investors know?

GOOGLPositive Net Change METAPositive Net Change

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Earnings Outlook Steadily Improves: Mag 7 Earnings Loom

An above-average proportion of companies are beating consensus estimates this cycle, with estimates for the current and coming periods also increasing. With Mag 7 earnings on deck, what can investors expect?

NVDAPositive Net Change METAPositive Net Change

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Q2 Earnings Results Show an Improving Growth Picture

A positive picture is emerging from the Q2 earnings season, with an above-average proportion of companies beating consensus estimates. With the reporting docket remaining stacked for weeks to come, can the trend persist?

NVDAPositive Net Change METAPositive Net Change

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Is the Q2 Earnings Bar Set Too Low?

We discuss the Q2 earnings season and whether expectations may have been too low.

NFLXPositive Net Change DISPositive Net Change SPYPositive Net Change

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Q2 Earnings Season Kicks Off Positively: A Closer Look

The big banks have not only reported better-than-expected Q2 results, but management's commentary on business trends and conditions paints a favorable and reassuring view of the coming quarters

GSNegative Net Change BACPositive Net Change WFCNegative Net Change JPMNegative Net Change MSNegative Net Change CPositive Net Change

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Finance Earnings Outlook Improves: A Closer Look

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. These banks comfortably passed the Fed's stress tests, opening the way for increased capital returns to shareholders through share buybacks and dividend hikes.

WFCNegative Net Change JPMNegative Net Change CPositive Net Change

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Looking Ahead to Bank Earnings

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. What can investors expect?

WFCNegative Net Change JPMNegative Net Change CPositive Net Change

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A Closer Look at Q2 Earnings: What Can Investors Expect?

Total S&P 500 earnings for the June quarter are expected to be up +4.9% from the same period last year on +3.9% higher revenues, with three Zacks sectors currently expected to post double-digit earnings growth.

BACPositive Net Change WFCNegative Net Change JPMNegative Net Change

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Earnings Estimates Stabilize: A Closer Look

Q2 earnings for the S&P 500 index are expected to increase by +5.2% from the same period last year on +3.8% higher revenues. Following a recent stabilization in expectations, are any surprises lurking?

ORCLNegative Net Change COSTPositive Net Change AZOPositive Net Change

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Analyzing the Current Earnings Outlook

The Q1 reporting cycle is now effectively behind us, with results from less than two dozen S&P 500 members still awaited at this stage.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change MCDPositive Net Change

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A Closer Look at Retail Earnings

Target became the latest big-box retailer to come out with results, which follows results from Walmart, TJX Companies, and others. What should investors know about the broader retail outlook?

TGTPositive Net Change TJXPositive Net Change WMTPositive Net Change

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Making Sense of the Evolving Earnings Picture

While it is not unusual for estimates to be adjusted lower, the magnitude and breadth of the Q2 estimate cuts are greater than we have seen compared to other recent periods.

MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

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Making Sense of Earnings Estimates Revisions Trend

While estimates have been under pressure in recent weeks due to the tariff uncertainty, they appear to be starting to stabilize.

NVDAPositive Net Change QQQPositive Net Change SPYPositive Net Change

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Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change