This Week In Earnings 26Q2 - Saturday, July 4

26Q2 Y/Y earnings are expected to be 24.4%. Excluding the energy sector, the Y/Y earnings estimate is 20.4%.

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Aggregate Estimates and Revisions

  • 26Q2 Y/Y earnings are expected to be 24.4%. Excluding the energy sector, the Y/Y earnings estimate is 20.4%.

  • Of the 16 companies in the S&P 500 that have reported earnings to date for 26Q1, 87.5% reported above analyst expectations. This compares to a long-term average of 67%.

  • The 26Q1 Y/Y blended revenue growth estimate is 11.7%. If the energy sector is excluded, the growth rate for the index is 10.7%.

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