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July 5, 2025 | Tech Talk for Saturday July 5th 2025
Don Vialoux
The Bottom Line
Passage of “The One Beautiful Bill” by Congress late on Thursday and signed by President Trump on Friday is expected to set the stage for North American equity markets to move higher this week. The “Summer Rally” that frequently lasts until the end of July started last week.
Consensus for Earnings and Revenues for S&P 500 companies Source: www.factset.com
Analyst estimates for 2025 beyond the first quarter were unchanged last week. Consensus for second quarter earnings gains remained at 5.0%. Consensus for second quarter revenue gains remained at 4.2%. Consensus for third quarter earnings gains remained at 7.3%. Consensus for third quarter revenue growth remained at 4.7%. Consensus for fourth quarter earnings gains remained at 6.4%. Consensus for fourth quarter revenue gains remained at 5.2%.
For all of 2025, consensus for earnings growth remained at 9.1%. Consensus for revenue gains returned to 5.0% from 4.9%. For all of 2026, consensus for earnings growth remained at 13.8%, Consensus for revenue gains remained at 6.3%.
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Don Vialoux July 5th, 2025
Posted In: Tech Talk
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