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Why investors are no longer rewarding earnings beats, according to Goldman Sachs
MarketWatchยท 2025-11-03 10:35
Core Insights - The frequency of positive earnings surprises is at its highest this century, second only to the reopening period after the pandemic in late 2020 [1] - This trend is notable for being driven by both sales and margins, indicating robust underlying business performance [1] Summary by Category - **Earnings Performance** - Positive earnings surprises are occurring more frequently, marking a significant trend in the current economic climate [1] - **Sales and Margins** - The increase in positive surprises is attributed to improvements in both sales figures and profit margins, suggesting a comprehensive growth across various sectors [1]