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Earnings Preview: Archive

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Earnings Outlook Remains Very Strong: A Closer Look

We get into the heart of the Q1 earnings season this upcoming week, with 90 S&P 500 members on the docket. The line-up represents a cross-section of all sectors, ranging from blue-chip operators, consumer finance companies, and Tech players.

HALNegative Net Change AXPPositive Net Change TSLAPositive Net Change

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Q1 Earnings Season to Gain Momentum: What Will it Show?

We expect the 2026 Q1 earnings report card to show continued strength and momentum, though market enthusiasm for the March-quarter numbers will likely be tempered by geopolitics-driven macro uncertainty.

GSPositive Net Change JPMPositive Net Change MSPositive Net Change

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Analyzing the Energy Sector's Strong Earnings Outlook

Energy earnings expectations have risen sharply over recent weeks, with the current +7.6% earnings growth rate expected in 2026 Q1 up from +0.9% a week back and the -1.9% decline expected at the start of January.

NKEPositive Net Change ORCLNegative Net Change FDXPositive Net Change

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The Evolving Earnings Picture Amid Elevated Oil Prices

Uncertainty about oil prices due to the ongoing war is weighing on the market at present. But the associated spike in oil prices has done wonders for the Energy sector's earnings outlook.

MUNegative Net Change ORCLNegative Net Change FDXPositive Net Change

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Previewing The 2026 Q1 Earnings Season: A Closer Look

The 2026 Q1 earnings season will take the spotlight when the big banks report their results in about four weeks, but we will already have seen fiscal February-quarter results from almost two dozen companies by then, including Oracle and Adobe.

ORCLNegative Net Change ADBENegative Net Change

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More Retail Earnings Ahead: A Closer Look

Several notable retailers headline the reporting docket next week, a list that includes Target, Best Buy, Costco, Macy's, and more. Concerning retail performance so far, total Q4 earnings for those that have reported are up +6.9% year-over-year on +8.6% higher revenues.

AMZNPositive Net Change MPositive Net Change TGTPositive Net Change WMTPositive Net Change BBYPositive Net Change COSTPositive Net Change

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Nvidia Earnings Loom: A Closer Look at the Mag 7 Earnings Picture

Impressively, Nvidia is on track to bring in almost four times as much in revenue in a single quarter as it did in all of 2021. But are things as good for the other Magnificent 7 members?

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

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Previewing Retail Sector Earnings: A Closer Look

Walmart, whose performance has been stellar year-to-date, helps headline the reporting docket for the retail sector next week. Can the recent momentum continue?

AMZNPositive Net Change WMTPositive Net Change

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Breaking Down Mag 7 Earnings: Good or Bad?

We've heard from nearly all Mag 7 members following this week's releases, with only Nvidia yet to report. How have results been?

AMZNPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

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How Are Mag 7 Earnings Shaping Up?

The aggregate growth numbers for the Mag 7 group are impressive, with Q4 earnings on track to be up +21.9% from the same period last year on +18.1% higher revenues, continuing the recent outsized growth we've seen over recent quarters.

AMZNPositive Net Change MSFTPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change