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Earnings Outlook: Archive

Sheraz Mian

Q3 Earnings Season Starts Positively: A Closer Look

The Q3 earnings and revenue growth pace for the index members that have reported represents a notable improvement over what we saw from this same group of companies in the first half of the year. Will it sustain?

WFCNegative Net Change JPMPositive Net Change CNegative Net Change AXPNegative Net Change

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Will the Q3 Earnings Season Prove Positive for the Market?

We discuss results from the big banks and evaluate what to expect from the coming quarterly reports.

JPMPositive Net Change CNegative Net Change SPYNegative Net Change

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The Q3 Earnings Season Gets Underway: A Closer Look

The Q3 earnings season picks up notable pace with the release of the big banks' results next week, but we've already heard from several S&P 500 members that we count in our Q3 tally. How are things looking so far?

WFCNegative Net Change JPMPositive Net Change CNegative Net Change

Sheraz Mian

Bank Earnings in Focus as Q3 Earnings Season Takes Center Stage

There is justifiable optimism about the big banks' business prospects. Loan demand is expected to accelerate, the peak in delinquencies is now behind us, deal pipelines are seen as steadily getting stronger, and trading activities remain robust.

WFCNegative Net Change JPMPositive Net Change CNegative Net Change

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What Will the Q3 Earnings Season Show?

For 2025 Q3, S&P 500 earnings are currently expected to grow +5.2% on +6.0% revenue gains. Estimates have steadily increased since the quarter began, making the overall setup favorable.

WFCNegative Net Change JPMPositive Net Change

Sheraz Mian

Q3 Earnings Outlook Remains Positive: A Closer Look

The positive revisions trend makes the overall setup for the Q3 earnings season favorable, though it raises the odds of actual results coming up short of expectations. What else should investors know?

MSFTPositive Net Change NVDAPositive Net Change

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Previewing Q3 Earnings Expectations: Good or Bad?

Unlike other recent periods, the revisions trend has been positive, with estimates for Q3 modestly up since the quarter got underway. But what else should investors know?

MSFTPositive Net Change NVDAPositive Net Change

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Looking Ahead to the Q3 Earnings Season

Total Q3 earnings for the S&P 500 index are expected to be up +5% from the same period last year on +6% higher revenues, continuing the recent growth streak nicely. But what else should investors know about the upcoming Q3 cycle?

MSFTPositive Net Change NVDAPositive Net Change

Sheraz Mian

Breaking Down Q2 Retail Earnings: Good or Bad?

The Retail sector's Q2 performance compares favorably to what we have seen from these S&P 500 companies in other recent periods, particularly on the revenues side. What else should investors know?

AMZNNegative Net Change WMTNegative Net Change HDNegative Net Change

Sheraz Mian

Analyzing the Q2 Earnings Season Scorecard

The overall earnings picture remains strong and steadily improving, with an above-average proportion of companies beating estimates during the Q2 cycle. Importantly, expectations for the current and upcoming periods have moved higher.

GOOGLPositive Net Change METANegative Net Change