ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
December 6, 2025 | Tech Talk for Saturday December 6th 2025
Don Vialoux
The Bottom Line
Focuses this week are on interest rate decisions announced on Wednesday by Bank of Canada and the Federal Reserve. Consensus calls for no change in the Bank of Canada’s overnight lending rate to major Canadian banks at 2.25% and a 0.25% drop by the Fed Fund Rate to 3.75%.
Consensus for Earnings and Revenues for S&P 500 companies
Source: www.factset.com
Analyst earnings and revenue estimates increased slightly from the last report two weeks ago:
- Consensus for fourth quarter 2025 earnings gains increased to 7.7% from7.5%. Consensus for revenue growth increased to 7.5% from 7.3%. For all of 2025, consensus for earnings growth slipped to 11.9% from 12.2%. Consensus for revenue gains increased to 6.9% from 6.8%.
- Consensus for first quarter 2026 calls for a 12.2% earnings increase, unchanged from two weeks ago. Revenue gains were increased to 8.0% from a 7.9% gain.
- Consensus for second quarter 2026 earnings gains increased to 13.6% from 13.3%. Consensus for revenue gains increased to 7.1% from 7.0%
- Consensus for third quarter 2026 earnings calls for a 13.6% earnings gain and a 6.3% revenue gain.
- Consensus for fourth quarter 2026 earnings calls for a 17.5% earnings gain and a7.1% revenue gain.
- For all of 2026, consensus for earnings growth increased to 14.5% from 13.9%. Consensus for revenue growth increased to 7.1% from 6.9%.
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Don Vialoux December 6th, 2025
Posted In: Tech Talk