Earnings season is in full swing—and the numbers are encouraging, although the bar was low.
✅ 82% of companies have reported earnings above expectations, beating the one-year average of 77%.
✅ Revenue surprises are coming in at 80%, well above the 62% average over the past year.
Source: LPL Research, FactSet 07/25/25
💡 Key takeaways so far:
A healthy economic backdrop
Effective tariff mitigation strategies
Expanding profit margins, aided by a weaker dollar
Accelerated AI spending, surpassing forecasts
⚠️ Not all news is positive—some companies are warning of renewed tariff headwinds in the second half of the year.
📊 This week, we’ll hear from about 40% of the S&P 500, including four of the MAG7 tech giants. It’s a pivotal stretch.
🗓️ Join us Friday at 12:30 PM (ET) on Facebook for our live breakdown and insights on the latest results.
Disclaimer: The opinions expressed here are for general informational purposes only and do not constitute specific investment advice. Past performance is no guarantee of future results. All indices referenced are unmanaged and cannot be invested into directly. Forecasts may not develop as predicted.