Search Results for: EPS growth

S&P 500 YoY EPS Growth The median S&P 500 company is set to deliver 12% EPS growth in Q2 2026, well short of the 26% surge forecast for the aggregate index. Image: Goldman Sachs Global Investment Research

Consensus EPS Growth Estimates Wall Street is betting on a powerful earnings tailwind: S&P 500 profits are set to jump 31% in 2026 and another 12% in 2027. Small caps could steal the show, with earnings growth of 37% this year and 45% next year. Image: Goldman Sachs Global Investment Research

Contribution to S&P 500 EPS Growth S&P 500 earnings are riding a strong tailwind from booming energy profits and tight AI chip supply, with semiconductor stocks responsible for nearly half of Q2 2026 growth. Image: J.P. Morgan Asset Management

S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus sees S&P 500 earnings rising 22% year on year in 2Q 2026, driven largely by strong tech profits. Once again, tech is carrying the market. Image: Goldman Sachs Global Investment Research

Equity Fund Flows vs. S&P 500 EPS Growth Investors are pouring into equities on the back of solid earnings momentum. As long as earnings hold up, the trend should carry on. Image: Deutsche Bank Asset Allocation

S&P 500 Median Company EPS Growth For the median S&P 500 company, earnings are growing in the double digits, the strongest pace in four years, with AI tailwinds and brighter CEO guidance fueling the acceleration. Image: Deutsche Bank

Equity Positioning and S&P 500 EPS Growth Equity positioning is bracing for a sharp earnings slowdown, but recent data are undermining that story. If the gloom fades, risk appetite may rebound fast and lift stocks. Image: Deutsche Bank Asset Allocation

Estimated Share of S&P 500 EPS Growth AI infrastructure spending is expected to drive about 40% of S&P 500 earnings growth this year, and around 28% in 2027. It’s a strong tailwind for profits today, but one that leaves the market increasingly dependent on it. Image: Goldman Sachs Global Investment Research

Russell 2000 Annual EPS Growth Analysts are betting big on 2026, forecasting a 60% surge in U.S. small-cap earnings, fueled by Fed easing, deregulation, and fiscal tailwinds. Image: Goldman Sachs Global Investment Research

Contribution to S&P 500 EPS Growth The seven biggest S&P 500 stocks are set to drive 46% of the index’s EPS growth in 2026, down slightly from a 50% share this year as the rest of the market shows signs of catching up. Image: Credit Suisse Research

Year/Year EPS Growth – Magnificent 7 vs. S&P 493 EPS growth for the Magnificent 7 is expected to cool to 14% in Q3, down from 28%. Mega-cap tech names should continue posting robust earnings growth, but the outsized premium that’s defined the trade might lose some of its shine in 2026. Image: Goldman Sachs Global…