Shares of These Companies Soared Following Robust Results

Core Insights - The Q3 earnings cycle for 2025 has shown resilience, with many S&P 500 companies exceeding expectations and demonstrating strong overall growth [1][8] - American Express and Wayfair reported positive post-earnings reactions, with their shares climbing following strong results [1] American Express (AXP) - American Express achieved record sales of $18.4 billion, with adjusted EPS increasing by 19% and sales rising by 10% [2][3] - The company raised its sales and EPS outlook for the current year due to strong performance, contributing to the positive share price movement [2] - Net Interest Income reached $4.5 billion, surpassing consensus estimates by nearly 4% [3] - The stock is currently trading at a forward 12-month earnings multiple of 21.1X, near five-year highs, with earnings expected to grow by 15% on 9.3% higher sales in the current fiscal year [7] Wayfair (W) - Wayfair reported adjusted EPS of $0.70, a 220% increase year-over-year, with sales of $3.1 billion growing by 8.1% [10] - The adjusted EBITDA margin reached 6.7%, marking the highest level outside of the pandemic [10] - Orders delivered grew by over 5% year-over-year, with new orders increasing in mid-single digits for two consecutive periods [11] - Wayfair holds a favorable Zacks Rank 2 (Buy), with EPS expectations rising across nearly all timeframes [12] Overall Earnings Season - The Q3 earnings season has been strong, with an above-average number of companies exceeding quarterly expectations, indicating solid growth [14] - The performance of major banks has also provided a positive outlook on consumer health [14]