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Earnings Trends: Archive

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Earnings Outlook Remains Strong & Improving: A Closer Look

We have been pleasantly surprised by the favorable revisions trend, which validates the market's rebound from the April lows. Expectations for Q3 have moved higher, but what else should investors know?

GOOGLNegative Net Change METANegative Net Change

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Earnings Outlook Steadily Improves: Mag 7 Earnings Loom

An above-average proportion of companies are beating consensus estimates this cycle, with estimates for the current and coming periods also increasing. With Mag 7 earnings on deck, what can investors expect?

NVDANegative Net Change METANegative Net Change

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Q2 Earnings Results Show an Improving Growth Picture

A positive picture is emerging from the Q2 earnings season, with an above-average proportion of companies beating consensus estimates. With the reporting docket remaining stacked for weeks to come, can the trend persist?

NVDANegative Net Change METANegative Net Change

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Q2 Earnings Season Kicks Off Positively: A Closer Look

The big banks have not only reported better-than-expected Q2 results, but management's commentary on business trends and conditions paints a favorable and reassuring view of the coming quarters

GSNegative Net Change BACPositive Net Change WFCPositive Net Change JPMNegative Net Change MSNegative Net Change CNegative Net Change

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Finance Earnings Outlook Improves: A Closer Look

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. These banks comfortably passed the Fed's stress tests, opening the way for increased capital returns to shareholders through share buybacks and dividend hikes.

WFCPositive Net Change JPMNegative Net Change CNegative Net Change

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Looking Ahead to Bank Earnings

JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) will kick-start the June-quarter reporting cycle for the Finance sector on July 15th. What can investors expect?

WFCPositive Net Change JPMNegative Net Change CNegative Net Change

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A Closer Look at Q2 Earnings: What Can Investors Expect?

Total S&P 500 earnings for the June quarter are expected to be up +4.9% from the same period last year on +3.9% higher revenues, with three Zacks sectors currently expected to post double-digit earnings growth.

BACPositive Net Change WFCPositive Net Change JPMNegative Net Change

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Earnings Estimates Stabilize: A Closer Look

Q2 earnings for the S&P 500 index are expected to increase by +5.2% from the same period last year on +3.8% higher revenues. Following a recent stabilization in expectations, are any surprises lurking?

ORCLNegative Net Change COSTPositive Net Change AZOPositive Net Change

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Analyzing the Current Earnings Outlook

The Q1 reporting cycle is now effectively behind us, with results from less than two dozen S&P 500 members still awaited at this stage.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change MCDPositive Net Change

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A Closer Look at Retail Earnings

Target became the latest big-box retailer to come out with results, which follows results from Walmart, TJX Companies, and others. What should investors know about the broader retail outlook?

TGTPositive Net Change TJXPositive Net Change WMTPositive Net Change

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Making Sense of the Evolving Earnings Picture

While it is not unusual for estimates to be adjusted lower, the magnitude and breadth of the Q2 estimate cuts are greater than we have seen compared to other recent periods.

MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

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Tech Earnings Estimates Increase Again: What's Going On?

It's hard to tell at this stage how durable the reversal in the Tech sector's estimates will prove to be, but it still remains a favorable development. Will they keep increasing?

MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

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Earnings Expectations Shift Lower: A Closer Look

Uncertainty about the overall macroeconomic picture continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALNegative Net Change MMMPositive Net Change AOSPositive Net Change

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Tech Estimates Come Under Pressure: What to Know

Macroeconomic uncertainty continues to be a significant drag on the earnings outlook as a whole, prompting analysts to cut their estimates for the current and coming periods.

UALNegative Net Change MMMPositive Net Change

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A Tentative Start to the Q1 Earnings Season

There were no major surprises in the big bank results, with all the major players beating estimates while providing a cautious view of the macro backdrop. But how is the recent uncertainty affecting the earnings picture?

DALNegative Net Change UALNegative Net Change

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Guidance to be Key Factor This Earnings Season

The Q1 earnings season will be less about what companies earned in the first quarter of 2025 and more about sizing up the earnings impact of the emerging tariff and macroeconomic backdrop.

DALNegative Net Change WMTPositive Net Change

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Looking Ahead to the Q1 Earnings Season

Total 2025 Q1 earnings for the S&P 500 index are expected to be up +5.9% from the same period last year on +3.9% higher revenues, continuing the recent growth pace nicely. Next week, we'll hear from the big banks.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change GOOGLNegative Net Change METANegative Net Change

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Breaking Down the Mag 7 Earnings Outlook

The Magnificent 7 stocks have lost ground lately, with the DeepSeek breakthrough putting a spotlight on the group's ever-rising capital outlays. But what can investors expect in their Q1 results?

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change GOOGLNegative Net Change METANegative Net Change

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A Closer Look at Earnings Expectations for Q1 & Full-Year 2025

The March-quarter earnings season will really get underway once the big banks start reporting results, though we've already seen quarterly results from a few companies, including Adobe and Oracle.

ORCLNegative Net Change COSTPositive Net Change ADBEPositive Net Change

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Analyzing Retail Earnings in a High-Tariff Economy

Several big-box retail operators have recently reported quarterly results, though headlines about tariffs have been stealing the thunder. What should investors know?

TGTPositive Net Change BBYPositive Net Change

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Retail Earnings: An In-Depth Analysis

Walmart shares were down following its release as market participants were disappointed with its guidance, but how have other sector members fared?

AMZNNegative Net Change LOWPositive Net Change HDPositive Net Change

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Retail Earnings: A Closer Look

The Q4 reporting focus shifts to the Retail sector in the days ahead as the brick-and-mortar operators, including Walmart, start coming out with quarterly results.

AMZNNegative Net Change TGTPositive Net Change WMTPositive Net Change

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Breaking Down the Current Earnings Outlook

We can safely say that it has been a good reporting cycle, with the growth pace showing a notable accelerating trend and companies comfortably beating consensus estimates. But what about the coming periods?

KOPositive Net Change PEPPositive Net Change CVSPositive Net Change WBAPositive Net Change

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Mag 7 Members Report Strong Earnings, Double Down on CapEx

Alphabet became the latest member of the Mag 7 club to stick to its ever-rising spending on building out its artificial intelligence infrastructure. Will the investments pay off?

MSFTNegative Net Change GOOGLNegative Net Change METANegative Net Change

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Broad-Based Sector Growth Expected for 2025

2025 is expected to have all 16 Zacks sectors enjoy earnings growth, with eight expected to produce double-digit growth. But what else should investors know?

RCLPositive Net Change DHRPositive Net Change