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July 19, 2025 | Tech Talk for Saturday July 19th 2025
Don Vialoux
The Bottom Line
Focuses this week are on second quarter earnings reports by major U.S. and Canadian companies. Look for additional surprisingly strong results relative to consensus!
Consensus for Earnings and Revenues for S&P 500 companies
Source: www.factset.com
The second quarter earnings season continues to surprise: 60 S&P 500 companies have reported results to date with 83% reporting earnings above consensus and with 83% reporting revenues above consensus.
Analyst estimates for 2025 beyond the first quarter increased substantially last week. Consensus for second quarter earnings gains jumped to 5.6% from 4.8%. Consensus for second quarter revenue gains increased to 4.4% from 4.2%. Consensus for third quarter earnings gains increased to 7.4% from 7.3%. Consensus for third quarter revenue growth increased to 4.9% from 4.8%. Consensus for fourth quarter earnings gains increased to 6.8% from 6.5%. Consensus for fourth quarter revenue gains increased to 5.4% from 5.3%.
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Don Vialoux July 19th, 2025
Posted In: Tech Talk
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