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Earnings Outlook: Archive

Sheraz Mian

Banks Under Pressure from Spiking Yields Ahead of Q3 Results

Higher interest rates are generally seen as beneficial for the likes of JPMorgan and Wells Fargo, but spiking yields of the type we have been experiencing are negative for these banks from several angles.

WFCNegative Net Change JPMNegative Net Change CNegative Net Change MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Q3 Earnings on Track for 8th Consecutive Quarter of Double-Digit Growth

The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy higher earnings and six sectors producing double-digit growth.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

A Broad-Based Earnings Growth Picture as Revisions Stay Positive

14 of the 16 Zacks sectors are currently expected to produce positive earnings growth in Q3, with six expected to see double-digit gains. This reflects the most broad-based earnings growth performance in recent times.

MUNegative Net Change NVDANegative Net Change

Sheraz Mian

S&P 500 Q3 Earnings Preview: Earnings and Revenue Growth Expected to Surge

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Q3 Earnings Outlook: Positive Revisions & Broad-Based Growth

For 2026 Q3, the expectation is that total S&P 500 earnings will increase +22.6% from the same period last year on +10.9% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and five producing double-digit growth.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Tech & Energy Fuel S&P 500 Growth Engine

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Earnings Picture Remains Robust: A Closer Look

Total earnings for the S&P 500 companies that have reported are up +41.7% from the same period last year on +14.8% higher revenues, reflecting a notably better showing relative to other recent periods.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Sheraz Mian

Q3 Estimates Increase for Tech and Finance, Fall for Consumer Staples

The pressure on Consumer Staples directly reflects the exhaustion of sector pricing power. Procter & Gamble's (PG) recent earnings miss and conservative outlook underscore escalating consumer pushback against price hikes, which had previously driven sales growth and margin expansion.

PGPositive Net Change PEPPositive Net Change CAGPositive Net Change