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Earnings Outlook: Archive

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Q3 Earnings Season: Retail Sector in Focus

A couple of trends stand out in the Retail sector's Q3 earnings season performance thus far. For starters, the group's top-line performance is solid, both in terms of growth rates and beat percentages. What else should investors know?

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Q3 Earnings Season: Tech Sector Remains Growth Driver

Only NVIDIA remains of the beloved Magnificent 7 group to report, with its results expected later in the month. So far, tech has maintained its growth-driver status throughout the Q3 cycle.

AMZNNegative Net Change AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLNegative Net Change METANegative Net Change

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Positive Picture Emerging from Q3 Earnings Season

The Q3 earnings and revenue growth pace for S&P 500 members that have reported represent an acceleration relative to what we saw from this same group of companies in recent quarters. Can the momentum continue?

FNegative Net Change GMNegative Net Change TSLANegative Net Change

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Finance Sector Provides Flying Start to Q3 Earnings Season

American Express was the latest Finance player to beat Q3 expectations, offering positive, reassuring commentary on consumer health and the economy. These results echoed the same sentiment that we heard from the big banks.

WFCPositive Net Change JPMPositive Net Change CPositive Net Change AXPNegative Net Change

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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?

WFCPositive Net Change JPMPositive Net Change CPositive 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 CPositive 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?

WFCPositive Net Change JPMPositive Net Change CPositive Net Change

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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.

WFCPositive Net Change JPMPositive Net Change CPositive 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.

WFCPositive Net Change JPMPositive Net Change

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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?

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