Consensus EPS Growth Estimates Wall Street’s profit machine is shifting into high gear—S&P 500 earnings are on track to climb 9% in 2025 and surge 14% in 2026, shrugging off economic jitters and trade frictions. Image: Goldman Sachs Global Investment Research
Sector Contribution to S&P 500 EPS Growth Earnings for Q3 2025 are tracking close to the 8.5% S&P 500 EPS growth consensus, driven largely by the tech and financial heavyweights — a sign that this earnings season has real momentum. Image: J.P. Morgan Asset Management
S&P 500 YoY EPS Growth The median S&P 500 company EPS growth is expected to climb about 7% in Q4 2025, a sign of firmer earnings momentum and a more upbeat near‑term outlook. Image: Goldman Sachs Global Investment Research
Discretionary Investors Equity Positioning vs. S&P 500 EPS Growth Discretionary investors are betting on an earnings downturn that looks increasingly out of sync with the data. If that pessimism fades, risk appetite could roar back fast and push equities higher. Image: Deutsche Bank Asset Allocation
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…
S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus sees S&P 500 earnings growth to cool to 6% in 3Q 2025 from 11% in 2Q, but Goldman Sachs thinks the bar may be set too low, pointing to stronger sales momentum and likely upside surprises from the Magnificent Seven. Image: Goldman Sachs Global…
Fed Funds Rate and S&P 500 TTM EPS Growth Strong EPS growth, combined with Fed rate cuts, often fuels equities by reducing funding costs, boosting investment and sustaining earnings momentum—the classic drivers of bull markets. Image: TS Lombard
S&P 500 EPS Growth Analysts project 7% year-over-year earnings growth for the S&P 500 in both Q3 and Q4 of 2025. Image: Goldman Sachs Global Investment Research
S&P 500 Consensus EPS Growth AI remains the dominant force behind S&P 500 earnings growth, with EPS projected to increase over the next three years, driven primarily by the Magnificent 7 and the broader technology sector. Image: Fundstrat Global Advisors, LLC
Consensus EPS Growth Estimate Following the initial Magnificent Seven earnings report on April 22, analysts revised full-year earnings estimates upward by 1.8% for the Magnificent Seven, but downward by 0.8% for the other 493 companies in the S&P 500. Image: J.P. Morgan Asset Management
Valuation – Consensus Forward P/E vs. Expected EPS Growth The P/E premium reflects higher expected EPS growth, supported by a strong current correlation between EPS growth forecasts and P/E multiples. Image: Goldman Sachs Global Investment Research