86% of S&P 500 reporting firms top EPS estimates as 79% post Y/Y profit growth

Earnings
โดย Seeking Alpha·US·Read original
Summary · why it matters

Eighty-six percent of S&P 500 companies that have reported quarterly results so far beat earnings-per-share estimates, while 79% posted year-over-year profit growth. Out of 133 reporting firms, 114 topped consensus EPS forecasts, 15 fell short, and 4 met expectations, with 105 delivering higher earnings than a year ago. On the revenue side, 97 companies exceeded sales projections and 36 missed, while 110 achieved year-over-year top-line expansion. Notable movers included Palantir Technologies, which rallied 29.5% after revenue soared 94% to $1.94 billion, and Advanced Micro Devices, which dropped 7.04% despite a 50% revenue surge to a record $11.54 billion. Other highlights featured CVS Health raising its full-year 2026 adjusted EPS guidance to $7.90–$8.10, Pfizer lifting its 2026 revenue forecast to $60.5 billion–$62.5 billion, and Disney reaffirming its roughly 12% full-year adjusted EPS growth outlook while boosting its fiscal 2026 buyback target to at least $9 billion.

Impact on stocks 17

Artificial Intelligence▼ · 2 stocks
Advanced Micro Devices Inc
AMD
▼ NegativeCapitalrelevance

AMD dropped 7.04% despite a 50% revenue surge to a record $11.54 billion, likely due to earnings miss or guidance.

Health Care▲ · 2 stocks
CVS Health Corp
CVS
▲ PositiveCapitalrelevance

CVS Health raised its full-year 2026 adjusted EPS guidance to $7.90–$8.10.

Communication Services▲ · 2 stocks
Walt Disney Company
DIS
▲ PositiveCapitalrelevance

Disney reaffirmed ~12% full-year adjusted EPS growth outlook and boosted fiscal 2026 buyback target to at least $9 billion.

Consumer Discretionary▲ · 2 stocks
Biotech & Genomic Medicine▲ · 1 stocks
Pfizer Inc
PFE
▲ PositiveCapitalrelevance

Pfizer lifted its 2026 revenue forecast to $60.5 billion–$62.5 billion.

Defense & Geopolitical Fragmentation▲ · 1 stocks
Semiconductors▲ · 1 stocks
Materials▲ · 1 stocks
Cybersecurity & Digital Trust▲ · 1 stocks
Consumer Staples▲ · 1 stocks
Real Estate▲ · 1 stocks
Spatial Computing / AR/VR▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
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