The U.S. government shutdown is about to enter its fourth week, and it remains uncertain whether multiple economic data releases will proceed as scheduled. The Q3 2025 earnings season has now entered a period of intensive reporting. As of Friday, 12% of S&P 500 companies have reported results, with earnings up 8.5% YoY and revenue up 6.4% YoY — both exceeding prior market expectations.
This week, 90 S&P 500 constituents are set to release earnings, mainly from the industrial and basic materials sectors. TSLA and NFLX are expected to be the key highlights drawing market attention.
Key events this week:
• Monday: Leading Economic Indicators. Earnings: STLD, CLF.
• Tuesday: Remarks by Fed Governor Waller. Earnings: NFLX, GE, KO, PM, RTX, TXN, COF, LMT, NOC, MMM, ELV, GM, NDAQ, PHM.
• Wednesday: Remarks by Fed Vice Chair Barr. Earnings: TSLA, SAP, IBM, T, LRCX, MCO, URI, BCS, HLT, LVS, LUV, AA, VKTX.
• Thursday: Remarks by Fed Governors Bowman and Barr. Initial Jobless Claims and Existing Home Sales. Earnings: INTC, TMUS, UNP, HON, BX, NEM, FCX, F, DOW, DECK, HAS, AAL, MBLY.
• Friday: September CPI and Core CPI; October Services and Manufacturing PMI; Consumer Sentiment and New Home Sales. Earnings: PG, HCA, GD, ITW, and others.
In terms of earnings trends, S&P 500 large-cap companies reported YoY earnings growth of +13.3% and +12% in Q1–Q2 2025, with revenue growth of +4.9% and +6.5% respectively.
Market expectations for the next four quarters (Q4 2025 – Q2 2026) call for earnings growth of +7.5%, +11.9%, and +12.8%, with revenue growth of +6.4%, +7.2%, and +6.5%.
For the full year 2025, earnings are projected to rise +11.0%, with revenue up +6.2%; for 2026, earnings are expected to grow +13.9%, and revenue +6.6%.
More Information/Reports/Video/Analysis please contact us—info@the-currency-store.com. We offer fully customised content services tailored to you needs.
Add comment
Comments