Global Research ab 18 August 2025 US Equity Strategy 2Q25 Earnings Brief: August 18 84.9% of the S&P 500's market cap has reported. 2Q expectations are for revenues to grow 6.1% and EPS by 11.1%. Projected EPS growth among groups varies significantly, as shown below (a blend of consensus estimates and reported results where available): Expected EPS Growth YoY The 6 largest TECH+ companies are expected to outgrow the rest of the market as a group (EPS Growth 27.5% vs. 6.9%), though results vary for each comp ...