Consensus EPS Growth Estimates The Middle East conflict has barely dented Wall Street’s optimism. Analysts see S&P 500 earnings climbing 23% in 2026 and another 15% in 2027, while small caps earnings are expected to surge 45% this year and 34% next year. Image: Goldman Sachs Global Investment Research
S&P 500 Median Company EPS Growth Earnings growth for the S&P 500 median company is running in the double digits, the strongest pace in four years, lifted by AI enthusiasm and confident outlooks from executives. Image: Deutsche Bank
S&P 500 YoY EPS Growth Wall Street’s 2026 playbook is working so far, with first-quarter S&P 500 earnings on track for their fastest growth in five years. At last, the market has the profit momentum to back the hype. Image: Goldman Sachs Global Investment Research
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
S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations Consensus expects S&P 500 earnings to rise 12% year on year in 1Q 2026, led by strong tech‑sector profits. Once again, it’s the tech names doing the heavy lifting. 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…
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