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Earnings Outlook: Archive

Sheraz Mian

Q1 Earnings Season Starts off Strong

We are off to a solid start to the Q1 earnings season, 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

What Can Investors Expect from Bank Earnings?

JPMorgan, Citigroup, and Wells Fargo kick off the March-quarter reporting cycle for the Finance sector on April 14th, with each enjoying a strong rebound following the Iran war ceasefire announcement, which has raised hopes that threats to the economy from high oil prices will be resolved.

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Sheraz Mian

Earnings Outlook Improving Despite Iran War

It is reasonable to expect elevated oil prices to eventually start weighing on the profitability of other sectors. We are not there yet, but if the ongoing supply-side issues persist for another couple of months, we should expect earnings estimates in the aggregate to come under pressure.

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Sheraz Mian

Energy and Other Sectors Drive Earnings Estimates Higher

Estimates for the Energy sector have moved higher since the start of March, but estimates have also increased for eight other Zacks sectors, including Tech, Finance, Construction, Basic Materials, Utilities, and more.

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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.

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Sheraz Mian

Tariffs, Margins and the Q4 Earnings Season

We discuss Retail sector results and the impact of tariffs on earnings and margins.

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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.

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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?

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Sheraz Mian

Why Have Tech Stocks Lost Their Mojo?

We discuss to what extent the recent loss of momentum in Tech stocks is tied to their Q4 earnings results.

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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.

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