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Earnings Outlook: Archive

Sheraz Mian

What Do Retail Earnings Reports Tell Us About Consumer Spending Trends?

We try to make sense of the consumer spending backdrop from the somewhat somber tone of management commentary on the retail earnings calls.

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Sheraz Mian

Looking Ahead to the 2026 Q2 Earnings Season

As we wade closer to the 2026 Q2 earnings season, the overall earnings picture remains strong and broad-based, with the recent 2026 Q1 cycle aligning nicely with the positive trend.

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Sheraz Mian

Tech and Energy Contribute Heavily to Positive Earnings Outlook

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with the Tech and Energy sectors providing big support.

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Sheraz Mian

What Does the Strong Q1 Earnings Growth Say About the Economy?

We discuss the economic read-through and the earnings outlook for the Tech, Energy, and Retail sectors.

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Sheraz Mian

Q1 Earnings Season Reconfirms the Positive Earnings Outlook

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

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Sheraz Mian

Record Earnings Expected in 2026 Q1

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

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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.

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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.

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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.

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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.

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