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Earnings Preview: Archive

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Q3 Earnings Season Setup Remains Favorable: What to Know

The big banks dominate this week's reporting docket, but we also have several bellwethers from other sectors reporting, including Johnson & Johnson, United Air Lines, and others.

BAC JPM

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A Closer Look at the Evolving Earnings Picture

We have more than 25 companies on deck to report results this coming week, including four S&P 500 members. How are things shaping up?

DAL PEP

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Making Sense of Current Earnings Expectations

The positive revisions trend that we have regularly flagged has not been restricted to Q3 alone, as estimates for Q4 have also moved higher lately. What else should investors know?

CCL NKE

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Handicapping the Q3 Earnings Season

The Tech sector is expected to continue playing its growth role in 2025 Q3, with total earnings for the sector expected to be up +11.8% on +12.5% higher revenues.

ACN COST

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Q3 Earnings Season Gets Underway: A Closer Look

The Q3 reporting cycle will really pick up steam when the big banks release their results near mid-October, though Oracle has already helped kick the period off positively.

ORCL ADBE GOOGL

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Previewing Q3 Earnings: What Can Investors Expect?

We have regularly flagged in recent weeks that the Q3 estimate revisions trend has been positive since late April, reversing the prior course. But what else is there to know about the upcoming Q3 cycle?

ORCL ADBE

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Nvidia Earnings Loom: Analyzing the Current Earnings Picture

The earnings release from Nvidia (NVDA) is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results, including 15 S&P 500 members. What can investors expect?

AMZN DG BBY NVDA ULTA

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Retail Earnings Loom: What Can Investors Expect?

We have more than 100 companies on deck to report results this week, including 15 S&P 500 members. With retail dominating the reporting docket, can the earnings positivity continue?

AMZN TGT WMT

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3 Key Takeaways from the Q2 Earnings Season

As we head into the final phase of the Q2 earnings season, we can say with complete confidence that the overall earnings picture remains strong and resilient. What can investors expect for Q3?

AAP BIRK

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Mag 7 Earnings Loom: What Can Investors Expect?

The Mag 7 stocks have led the market's rebound from the April lows to new all-time highs, with this week's results giving market participants the most relevant pulse check to validate the group's recent performance.

AMZN AAPL MSFT NVDA GOOGL META

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Early Q2 Results Indicate an Improving Earnings Outlook

We get into the heart of the Q2 earnings season this week, with more than 400 companies on deck to report results, including 109 S&P 500 members. So far, the Q2 cycle is off to a strong start.

TSLA GOOGL

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Q2 Earnings Season Setup Remains Favorable: Big Bank Results Loom

We may not receive a lot of actual guidance from management teams, given the many unresolved macro questions. But we remain confident that management teams' qualitative commentary on business trends will be largely positive.

SLB NFLX MMM

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Looking Ahead to the Q2 Earnings Season

While the revisions trend has notably stabilized in recent weeks, the magnitude of cuts to 2025 Q2 estimates since the start of the period is larger and more widespread compared to what we have become accustomed to seeing in the post-COVID period.

NKE FDX STZ

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What Can Investors Expect from Q2 Earnings?

The current expectation is for Q2 earnings to increase by +5% from the same period last year on +3.9% higher revenues, reflecting a material deceleration from the growth trend of recent quarters. What else should investors know?

NKE MU FDX

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Previewing Q2 Earnings Expectations

The current expectation is for Q2 earnings to increase by +5.1% on +3.8% higher revenues YoY, which will be a material deceleration from the +11.9% earnings growth pace in Q1 on +3.6% higher revenues. What else should investors know?

ACN ORCL LEN

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Making Sense of Q2 Earnings Expectations

The current expectation is for Q2 earnings for the S&P 500 index to increase by +5.4% from the same period last year on +3.7% higher revenues. What else should investors know?

COST AZO

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Taking Stock of the Earnings Picture

The earnings release from Nvidia is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results as well. Nearing its end, how has the Q1 cycle fared so far?

AMZN CRM NVDA COST ULTA

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Retail Earnings Continue: Target, Home Depot on Deck

In addition to Target, Home Depot, and Lowe's, the notable companies reporting this week include Ralph Lauren, TJX Companies, Toll Brothers, and China's Baidu. What can investors expect?

TGT WMT LOW HD DECK

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Walmart & Retail Sector Earnings Loom: A Closer Look

Walmart shares have been standout performers this year, handily outperforming not just the broader market indexes but also the likes of Amazon and most other Magnificent 7 group members. Can the momentum follow through post-earnings?

AMZN TGT WMT

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Earnings Remain Resilient, but Outlook Softens

Q1 earnings overall reflect resiliency, but estimates for full-year 2025 have come under increasing pressure in recent weeks.

AMZN AAPL MSFT META

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Mag 7 Earnings Preview: What Can Investors Expect?

We get into the heart of the Q1 earnings season this week, with more than 800 companies reporting results, including four Magnificent 7 members and 173 other S&P 500 members. How are expectations shaping up?

AMZN AAPL MSFT NVDA GOOGL META

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Are Tariff Worries Affecting the Earnings Outlook?

There are many valid reasons for the market to remain focused on tariffs since so much is happening in the broader economy. But how are they affecting the earnings outlook for the coming periods?

WFC JPM MS

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A Closer Look at Bank Stocks & Tariff Worries

We all know that the banking business isn't subject to tariffs. But as cyclical operators, their business is heavily exposed to trends in the broader economy, which in turn is seen as weighed down by the ongoing tariffs uncertainty.

BAC WFC JPM MS

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Making Sense of Early Q1 Earnings Reports

We have been seeing some of the early Q1 results in recent days, which have been mixed at best. Soon, the big banks will shift the period into a much higher gear.

NKE PAYX FDX LULU

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Looking Ahead to the Q1 Earnings Season

The Q1 reporting cycle will really get going when the big banks come out with their March-quarter results on April 11th. What should investors know heading into the period?

ACN NKE ORCL COST ADBE FDX