As of Friday, 7% of S&P 500 companies have reported Q4 2025 earnings, mainly from the financial sector.
Earnings grew 8.2% year over year, marking the 10th straight quarter of growth.
Revenue rose 7.8% year over year, the 21st consecutive quarter of growth.
The current forward P/E of the S&P 500 is 22.2.
This week, 35 S&P 500 companies will report earnings, including 4 Dow 30 stocks.
Netflix earnings are expected to be the main focus.
Markets are closed on Monday. There are limited major economic data releases this week.
Key events are listed below:
• Monday: Market closed for Martin Luther King Jr. Day.
• Tuesday: Earnings from NFLX, MMM, USB, DHI, UAL.
• Wednesday: December existing home sales. Earnings from JNJ, TRV, HAL.
• Thursday:
• Weekly jobless claims
• Q3 GDP revision
• Revised November PCE and Core PCE data
• Earnings from PG, GE, ABT, INTC, ISRG, COF, FCX, AA.
• Friday:
• January consumer sentiment index
• Services and manufacturing PMI
• Earnings from SLB.
S&P 500 earnings growth for Q1–Q3 2025 was 13.3%, 12.0%, and 13.4%.
Revenue growth was 4.9%, 6.5%, and 8.4%.
Market expectations for Q1–Q4 2026 earnings growth are 12.2%, 14.6%, 14.8%, and 18.4%.
Revenue is expected to grow 8.3%, 7.5%, 6.7%, and 7.3%.
For full-year 2025, earnings are expected to grow 12.4%, with revenue up 7.2%.
For full-year 2026, earnings are expected to rise 14.9%, with revenue growth of 7.3%.
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