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Earnings Outlook: Archive

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Q3 Earnings Season: Tech Sector Remains Growth Driver

Only NVIDIA remains of the beloved Magnificent 7 group to report, with its results expected later in the month. So far, tech has maintained its growth-driver status throughout the Q3 cycle.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

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Positive Picture Emerging from Q3 Earnings Season

The Q3 earnings and revenue growth pace for S&P 500 members that have reported represent an acceleration relative to what we saw from this same group of companies in recent quarters. Can the momentum continue?

FPositive Net Change GMPositive Net Change TSLAPositive Net Change

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Finance Sector Provides Flying Start to Q3 Earnings Season

American Express was the latest Finance player to beat Q3 expectations, offering positive, reassuring commentary on consumer health and the economy. These results echoed the same sentiment that we heard from the big banks.

WFCNegative Net Change JPMPositive Net Change CPositive Net Change AXPPositive Net Change

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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 JPMPositive 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.

JPMPositive 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 JPMPositive 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 JPMPositive 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 JPMPositive 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