LIVE MARKETS-Investors gearing up for second-quarter earnings
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INVESTORS GEARING UP FOR SECOND-QUARTER EARNINGS
U.S President Donald Trump's trade war remains unsettled, but investors are looking forward to getting corporate results on the just-ended second quarter and what companies are thinking about in terms of the possible impact of Trump's tariffs.
Analysts see year-over-year second-quarter 2025 earnings growth of 5.7% for S&P 500 companies, according to LSEG data as of Friday.
That's roughly the same as a forecast of 5.8% at the beginning of July but down sharply from the 10.2% growth forecast at the beginning of April, before Trump launched his trade war.
The big-name reports get going Tuesday with results from some of the large banks including JPMorgan Chase JPM.N.
First-quarter earnings growth of 13.7% was much stronger than analysts anticipated, and many market watchers expect the majority of S&P 500 to again beat expectations in the upcoming reporting period.
Twenty-one companies in the S&P 500 have reported already for the newest earnings period. So far in aggregate, those companies are reporting earnings 4.8% above expectations, LSEG data shows. That compares with the long-term average since 1994 of 4.3% above estimates and an average of 6.3% for the prior four quarters.
Just 71.4% of those early reports are beating analysts' expectations compared with an average 76% in the prior four reporting periods, based on LSEG data.
(Caroline Valetkevitch)
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