Proportion of S&P 500 Beating Earnings Estimate The proportion of U.S. companies exceeding earnings estimates remained above the historical average in Q1 2025, reflecting ongoing earnings resilience. Image: Deutsche Bank Asset Allocation
Consensus Earnings Estimates Despite economic uncertainties and potential tariff impacts, downward revisions to 2025 EPS estimates have remained modest, underscoring their resilience. Image: J.P. Morgan Asset Management
S&P 500 Forward Earnings Estimates Wall Street’s optimistic earnings projections have sparked debate about their alignment with economic realities. While many analysts remain bullish, there are growing concerns about the sustainability of these projections. Image: Real Investment Advice
Cumulative Change in Consensus Earnings Estimates Even with a projected slowdown in earnings growth for the Magnificent 7 in 2025, analysts remain optimistic about their continued market leadership. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings Estimates Morgan Stanley forecasts S&P 500 earnings per share to hit $271 in 2025 and $303 in 2026, indicating a bullish market outlook. Image: Morgan Stanley Wealth Management
S&P 500 vs. Forward Earnings Estimates While the outlook for corporate earnings in 2025 remains positive, the elevated market valuations mean that companies will need to deliver on these high expectations to sustain the bull market. Image: Yahoo Finance
Proportion of Companies Beating Earnings Estimates In Q3 2024, the proportion of U.S. corporate earnings exceeding expectations reached 77%, while in Europe, it was 62%, both surpassing their historical median levels. In contrast, the proportion in Japan was only 39%. Image: Deutsche Bank Asset Allocation
Proportion of Companies Beating Earnings Estimates In the third quarter of 2024, U.S. companies outperformed their counterparts in Europe, Japan, and emerging markets, with a higher percentage exceeding earnings estimates. Image: Deutsche Bank Asset Allocation
Percentage of Companies Beating Earnings Estimates by Quarter S&P 500 companies are experiencing a notable decline in their earnings performance, with the rate of companies beating earnings estimates at its lowest in nearly two years. Image: Bloomberg
S&P 500 Earnings Estimates The Magnificent Five are positioned for strong earnings growth through 2025, driven by superior sales growth, robust profit margins, and reasonable valuations relative to their growth potential. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings Estimate Revision Ratio The S&P 500 earnings estimate revision ratio has shown significant improvement, reflecting positive trends in earnings and expectations. Image: BofA US Equity & Quant Strategy