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Earnings Outlook: Archive

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.

HONNegative 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 DHINegative 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.

WFCNegative Net Change JPMNegative 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.

WFCNegative Net Change JPMNegative Net Change CNegative 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.

WFCNegative Net Change JPMNegative Net Change CNegative 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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Sheraz Mian

Energy and Other Sectors Drive Earnings Estimates Higher

Estimates for the Energy sector have moved higher since the start of March, but estimates have also increased for eight other Zacks sectors, including Tech, Finance, Construction, Basic Materials, Utilities, and more.

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Sheraz Mian

Looking Ahead to the 2026 Q1 Earnings Season

With the 2025 Q4 cycle nearly over, we can confidently claim that corporate profitability remains strong while also showing signs of improvement, underpinned by a positive revisions trend for the current and upcoming periods.

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Sheraz Mian

Tariffs, Margins and the Q4 Earnings Season

We discuss Retail sector results and the impact of tariffs on earnings and margins.

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