标普500四年来最强财报季?近七成披露公司营收超预期
Zhi Tong Cai Jing·2025-10-27 13:25

Group 1 - The S&P 500 index is expected to see the highest number of companies exceeding revenue expectations in four years, with nearly 70% of reported companies surpassing estimates for Q3 [1][4] - The overall revenue of these companies exceeded expectations by 2.4%, significantly higher than the historical average of 0.5% [4] - Major sectors such as financials, real estate, materials, and utilities are experiencing double-digit profit growth, while large-cap and tech stocks continue to lead in earnings and sales growth [4] Group 2 - Despite the positive earnings trend, some analysts express caution about sustainability, suggesting that the current optimism may be difficult to replicate [7] - Approximately 66% of companies achieved both revenue and net income "beats," compared to only 51% in the previous four quarters [7] - Earnings per share expectations for 2026 have been raised by 0.3% to $305.03, indicating a projected year-on-year growth of 14.1% [7]