Back to top

Earnings Outlook: Archive

Sheraz Mian

Q2 Earnings Season Nears Kickoff: Bank Earnings in Focus

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

BACPositive Net Change WFCNegative Net Change JPMPositive Net Change CNegative Net Change

Sheraz Mian

What Will Q2 Earnings Season Show?

The revisions trend for full-year 2026 is even more positive than for Q2, with estimates for 11 of the 16 Zacks sectors going up since the start of March.

JPMPositive Net Change NKEPositive Net Change MUNegative Net Change FDXNegative Net Change STZPositive Net Change

Sheraz Mian

Making Sense of the Evolving Earnings Picture

Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.

MUNegative Net Change NVDANegative Net Change

Sheraz Mian

Q2 Earnings Season Preview: What to Expect

Total Q2 earnings for the S&P 500 index are currently expected to be up +21.8% from the same period last year on +10.9% higher revenues, with 11 of the 16 Zacks sectors expected to enjoy positive earnings growth.

DOWPositive Net Change MEOHPositive Net Change LYBPositive Net Change

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.

WMTPositive Net Change DLTRPositive Net Change BBYPositive Net Change

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.

DOWPositive Net Change MEOHPositive Net Change LYBPositive Net Change

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.

DOWPositive Net Change MEOHPositive Net Change LYBPositive Net Change

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.

CVXPositive Net Change XOMPositive Net Change SPYNegative Net Change

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.

AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

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.

AMZNPositive Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change