The 25Q2 earnings season is almost over. 90% of S&P 500 companies have reported results. 81% beat market forecasts on both profit and revenue. Overall results are much better than early-season expectations. Earnings rose 11.8% year-on-year vs early estimate of 4.9%. Communication services, information technology, and financials grew the fastest. Revenue rose 6.3% vs early estimate of 4.2%, led by information technology, healthcare, and communication services. The forward P/E for the S&P 500 is 22.1.
This week, 8 S&P 500 companies will report results, including Dow Jones member CSCO and several China ADRs. Inflation data and speeches from several Fed members will be key market focuses.
Key Schedule:
• Mon: Earnings – MNDY, OKLO.
• Tue: July CPI and Core CPI. Earnings – SE, CRWV, CRCL, ONON, RGTI, HRB, HUYA, TME.
• Wed: Earnings – CSCO.
• Thu: Initial jobless claims, PPI and Core PPI. Earnings – AMAT, DE, AAP, NTES, NU, VIPS, WB, XNET.
• Fri: Retail sales, Empire State Manufacturing Index, import/export price index, business inventories, consumer sentiment. Earnings – FUTU, TOUR.
In 25Q1, earnings for large S&P 500 companies rose 13.3% YoY, revenue rose 4.9%. For 25Q3–Q4, the market expects earnings growth of 7.2% and 7.0%, and revenue growth of 5.8% and 6.2%. For all of 2025, earnings are expected to grow 10.3% and revenue 5.8%. For 2026, earnings growth is expected at 13.3% and revenue at 6.3%.
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