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July 12, 2025 | Tech Talk for Saturday July 12th 2025
Don Vialoux
The Bottom Line
Focus this week is on second quarter earnings reports released by companies in the U.S. Financial Services sector.
Consensus for Earnings and Revenues for S&P 500 companies Source: www.factset.com
The second quarter earnings season is off to a good start: 20 S&P 500 companies have reported results to date. 71% reported earnings above consensus and 81% reported revenue above consensus.
Analyst estimates for 2025 beyond the first quarter changed slightly last week. Consensus for second quarter earnings gains slipped to 4.8% from 5.0%. Consensus for second quarter revenue gains remained unchanged at 4.2%. Consensus for third quarter earnings gains remained at 7.3%. Consensus for third quarter revenue growth increased to 4.8% from 4.7%. Consensus for fourth quarter earnings gains increased to 6.5% from 6.4%. Consensus for fourth quarter revenue gains increased to 5.3% from 5.2%.
For all of 2025, consensus for earnings growth slipped to 9.0% from 9.1%. Consensus for revenue gains remained at 5.0%
For all of 2026, consensus for earnings growth increase to 13.9% from 13.8%, Consensus for revenue gains remained at 6.3%.
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Don Vialoux July 12th, 2025
Posted In: Tech Talk
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