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Earnings Outlook: Archive

Sheraz Mian

What Would Blowout Q3 Earnings Results Look Like?

We discuss what would it take for companies surpass expectations this earnings season given how strong the last earnings season was.

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Sheraz Mian

Q3 Earnings Season Ramps Up, Outlook for Q4 and Full-Year 2027 Improve

With about 15% of the results in, the Q3 earnings season appears on track to show continuation of the broad-based strength that we have been seeing in the last few reporting cycles. Expectations for 2026 Q4 and full-year 2027 are also improving, reflecting an overall strong earnings picture.

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Sheraz Mian

Broad-Based Growth Meets Bank Caution: The Evolving Q3 Earnings Picture

Despite headline earnings misses by JPMorgan and Bank of America, Q3 results from these banks and their peers have been very strong. Interest rate volatility, alongside a potential deceleration in trading revenue from recent cyclical highs, is likely driving the weak post-earnings reactions.

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Sheraz Mian

Banks Under Pressure from Spiking Yields Ahead of Q3 Results

Higher interest rates are generally seen as beneficial for the likes of JPMorgan and Wells Fargo, but spiking yields of the type we have been experiencing are negative for these banks from several angles.

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Sheraz Mian

Q3 Earnings on Track for 8th Consecutive Quarter of Double-Digit Growth

The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy higher earnings and six sectors producing double-digit growth.

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Sheraz Mian

Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

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Sheraz Mian

A Broad-Based Earnings Growth Picture as Revisions Stay Positive

14 of the 16 Zacks sectors are currently expected to produce positive earnings growth in Q3, with six expected to see double-digit gains. This reflects the most broad-based earnings growth performance in recent times.

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Sheraz Mian

S&P 500 Q3 Earnings Preview: Earnings and Revenue Growth Expected to Surge

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.

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Sheraz Mian

Q3 Earnings Outlook: Positive Revisions & Broad-Based Growth

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.

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Sheraz Mian

Tech & Energy Fuel S&P 500 Growth Engine

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

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