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Earnings Preview: Archive

Sheraz Mian

Early Q2 Results Indicate an Improving Earnings Outlook

We get into the heart of the Q2 earnings season this week, with more than 400 companies on deck to report results, including 109 S&P 500 members. So far, the Q2 cycle is off to a strong start.

TSLAPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Q2 Earnings Season Setup Remains Favorable: Big Bank Results Loom

We may not receive a lot of actual guidance from management teams, given the many unresolved macro questions. But we remain confident that management teams' qualitative commentary on business trends will be largely positive.

SLBPositive Net Change NFLXNegative Net Change MMMPositive Net Change

Sheraz Mian

Looking Ahead to the Q2 Earnings Season

While the revisions trend has notably stabilized in recent weeks, the magnitude of cuts to 2025 Q2 estimates since the start of the period is larger and more widespread compared to what we have become accustomed to seeing in the post-COVID period.

NKENegative Net Change FDXNegative Net Change STZNegative Net Change

Sheraz Mian

What Can Investors Expect from Q2 Earnings?

The current expectation is for Q2 earnings to increase by +5% from the same period last year on +3.9% higher revenues, reflecting a material deceleration from the growth trend of recent quarters. What else should investors know?

NKENegative Net Change MUPositive Net Change FDXNegative Net Change

Sheraz Mian

Previewing Q2 Earnings Expectations

The current expectation is for Q2 earnings to increase by +5.1% on +3.8% higher revenues YoY, which will be a material deceleration from the +11.9% earnings growth pace in Q1 on +3.6% higher revenues. What else should investors know?

ACNPositive Net Change ORCLNegative Net Change LENNegative Net Change

Sheraz Mian

Making Sense of Q2 Earnings Expectations

The current expectation is for Q2 earnings for the S&P 500 index to increase by +5.4% from the same period last year on +3.7% higher revenues. What else should investors know?

COSTNegative Net Change AZONegative Net Change

Sheraz Mian

Taking Stock of the Earnings Picture

The earnings release from Nvidia is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results as well. Nearing its end, how has the Q1 cycle fared so far?

AMZNPositive Net Change CRMPositive Net Change NVDAPositive Net Change COSTNegative Net Change ULTANegative Net Change

Sheraz Mian

Retail Earnings Continue: Target, Home Depot on Deck

In addition to Target, Home Depot, and Lowe's, the notable companies reporting this week include Ralph Lauren, TJX Companies, Toll Brothers, and China's Baidu. What can investors expect?

TGTNegative Net Change WMTNegative Net Change LOWNegative Net Change HDNegative Net Change DECKPositive Net Change

Sheraz Mian

Walmart & Retail Sector Earnings Loom: A Closer Look

Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes but also the likes of Amazon and most other Magnificent 7 group members. Can the momentum follow through post-earnings?

AMZNPositive Net Change TGTNegative Net Change WMTNegative Net Change

Sheraz Mian

Earnings Remain Resilient, but Outlook Softens

Q1 earnings overall reflect resiliency, but estimates for full-year 2025 have come under increasing pressure in recent weeks.

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change METAPositive Net Change