Back to top

Earnings Trends: Archive

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.

AMZNPositive Net Change TSLANegative Net Change

Sheraz Mian

Retail Sector Earnings in Focus

While Walmart faced some post-earnings pressure, the company is still enjoying strong momentum in its business, with growth in ecommerce and 'adjacent' new businesses like advertising, marketplace, and third-party fulfillment driving results.

AMZNPositive Net Change WMTPositive Net Change HDPositive Net Change

Sheraz Mian

Analyzing The Q4 Earnings Season Scorecard

In terms of the market's positive reaction to Q4 results, three sectors - Industrial Products, Energy, and Utilities - clearly stand out. But how are things shaping up for the rest?

EMRPositive Net Change FASTPositive Net Change GNRCNegative Net Change

Sheraz Mian

Analyzing the Evolving Earnings Picture: What Should Investors Know?

The aggregate revisions trend for 2026 is positive, as had consistently been the case in 2025 as well. Unsurprisingly, Tech is expected to remain a key driver of aggregate earnings growth.

ACNPositive Net Change ADBEPositive Net Change ITPositive Net Change

Sheraz Mian

Earnings Outlook Improves: A Closer Look

Earnings estimates are not only increasing for the Tech sector, but also for some of the economically sensitive areas like the Basic Materials and Industrials sectors. Will the picture remain bright?

ACNPositive Net Change ADBEPositive Net Change ITPositive Net Change

Sheraz Mian

Taking Stock of the Q4 Earnings Season

The Q4 earnings and revenue growth pace at this stage from the companies that have reported represent a clear acceleration from what we had seen from this same group in recent periods, though positive beats are less numerous this cycle.

MSFTPositive Net Change TSLANegative Net Change METAPositive Net Change

Sheraz Mian

Earnings Estimates Keep Increasing: A Closer Look

The Q4 earnings season is off to a solid start, with the growth pace accelerating and most management teams painting a stable-to-positive outlook for their businesses.

BACPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

Earnings Estimates Keep Rising: A Closer Look

The Q4 earnings season is off to a solid start, with the growth pace accelerating and most management teams painting a stable-to-positive outlook for their businesses.

BACPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

Q4 Earnings Season Gets Off To a Solid Start

The Q4 earnings and revenue growth pace at this stage represents a clear acceleration from what we had seen from this same group of companies in the first three quarters of 2025. But what else should investors know?

BACPositive Net Change JPMPositive Net Change CPositive Net Change

Sheraz Mian

Broad-Based Earnings Growth Expected in 2026

All 16 Zacks sectors are currently expected to enjoy positive earnings growth in 2026, reflecting the first such instance since 2018.

AAPLPositive Net Change NVDANegative Net Change TSLANegative Net Change