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Earnings Outlook: Archive

Sheraz Mian

What Does the Strong Q1 Earnings Growth Say About the Economy?

We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.

CVXPositive Net Change XOMNegative Net Change SPYNo Net Change

Sheraz Mian

Q1 Earnings Season Reconfirms the Positive Earnings Outlook

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change METANegative Net Change

Sheraz Mian

Record Earnings Expected in 2026 Q1

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change METANegative Net Change

Sheraz Mian

Stock Market Strength Reflects Earnings Power

The outlook for corporate earnings has received a material boost from the very strong quarterly results in the ongoing Q1 earnings season.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METANegative Net Change

Sheraz Mian

A Strong and Steadily Improving Earnings Picture

The Q1 earnings season continues to show strength and momentum, with companies not only comfortably beating consensus estimates but also providing a reassuring read on the economy despite elevated energy costs and other risks.

HONPositive Net Change LUVPositive Net Change GEHCPositive Net Change

Sheraz Mian

Earnings Picture Remains Positive: A Closer Look

The picture emerging from the Q1 earnings season is of continued strength and momentum, with companies not only comfortably beating consensus estimates but also providing a reassuring read on the economy despite elevated energy costs and other risks.

BANegative Net Change DHIPositive Net Change GEVNegative Net Change

Sheraz Mian

Q1 Earnings Growth on Track to be Highest in Four Years

We discuss the evolving earnings picture in light of early results from the likes of Delta Air Lines (DAL), JPMorgan (JPM) and others.

WFCPositive Net Change JPMPositive Net Change DALPositive Net Change

Sheraz Mian

Q1 Earnings Season Starts off Strong

We are off to a solid start to the Q1 earnings season, with companies not only comfortably beating consensus estimates but also providing a reassuring read on the economy despite elevated energy costs and other risks.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

What Can Investors Expect from Bank Earnings?

JPMorgan, Citigroup, and Wells Fargo kick off the March-quarter reporting cycle for the Finance sector on April 14th, with each enjoying a strong rebound following the Iran war ceasefire announcement, which has raised hopes that threats to the economy from high oil prices will be resolved.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

Earnings Outlook Improving Despite Iran War

It is reasonable to expect elevated oil prices to eventually start weighing on the profitability of other sectors. We are not there yet, but if the ongoing supply-side issues persist for another couple of months, we should expect earnings estimates in the aggregate to come under pressure.

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