LIVE MARKETS-Q4 US earnings growth now seen at 10.2% as top tech names begin to report

ReutersJan 29, 2026 6:03 PM

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Q4 US EARNINGS GROWTH NOW SEEN AT 10.2% AS TOP TECH NAMES BEGIN TO REPORT

Year-over-year S&P 500 companies' earnings growth for the fourth quarter of 2025 is now estimated at 10.2%, based on results from 133 of the S&P 500 companies and estimates for the rest, according to LSEG data Thursday.

That is up from 9.2% on Friday.

Some 74% of earnings reports are beating analysts' expectations, slightly below the average 78% beat rate seen over the past four quarters, per LSEG.

But with technology still expected to deliver the biggest year-over-year growth for fourth-quarter 2025 U.S. earnings, results from Apple AAPL.O - due after the closing bell - will be another key report for investors.

Apple follows mixed results late Wednesday from Microsoft MSFT.O, Meta Platforms META.O and Tesla TSLA.O, the first of the "Magnificent Seven" group of companies to report this season.

This week also brings results from energy majors Exxon Mobil XOM.N and Chevron CVX.N, both due Friday.

(Caroline Valetkevitch)

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