ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
July 4, 2026 | Tech Talk for Saturday July 4th 2026
Don Vialoux
The Bottom Line
The proverbial “Summer Rally” for the North American equity indices between June 27th and July 17th is “off to a good start”. North American equity indices have a history of moving higher prior to release of encouraging second quarter corporate results. Europe and Chinese equity markets also “caught the trend”.
Earnings and Revenue Consensus for S&P 500 Companies
Source: www.factset.com
Analysts issued minor positive changes to their 2026 earnings and revenue estimates last week
- Consensus for second quarter 2026 earnings gains increased to 23.3% from 23.1% last week. Consensus for revenue gains slipped to 12.2% from 12.3%.
- Consensus for third quarter 2026 earnings gains increased to 26.8% from 26.7%.last week. Consensus for revenue gains increased to 10.8% from 10.7%.
- Consensus for fourth quarter 2026 earnings gains increased to 24.4% from 24.2% last week. Consensus for revenue gains increased to 10.4% from 10.2%.
- For all of 2026, consensus for earnings gains increased to 24.1% from 24.0% last week. Consensus for revenue gains slipped to 10.8% from 11.2%.
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Don Vialoux July 4th, 2026
Posted In: Tech Talk
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