In the process of disclosing the 2026 second quarter earnings season, more and more US companies handed over profit questionnaires that exceeded expectations. Among them, the consumer necessities and healthcare sectors were the biggest winners. According to data compiled by Bloomberg, of the 120 S&P 500 constituent stocks that have announced third-quarter results, 88% of the companies' earnings per share exceeded analysts' expectations, compared to 87% for the entire earnings season in the same period last year. In comparison, the share of companies that failed to meet expectations in terms of profit was around 12%, compared to 13% in the same period last year. In terms of revenue, 20% of companies failed to meet expectations, while 80% of companies grew more than expected. The two figures for the same period last year were 30% and 70%, respectively. Despite this, the blue-chip benchmark S&P 500 has fallen 0.9% since the beginning of this earnings season.

In the process of disclosing the 2026 second quarter earnings season, more and more US companies handed over profit questionnaires that exceeded expectations. Among them, the consumer necessities and healthcare sectors were the biggest winners. According to data compiled by Bloomberg, of the 120 S&P 500 constituent stocks that have announced third-quarter results, 88% of the companies' earnings per share exceeded analysts' expectations, compared to 87% for the entire earnings season in the same period last year. In comparison, the share of companies that failed to meet expectations in terms of profit was around 12%, compared to 13% in the same period last year. In terms of revenue, 20% of companies failed to meet expectations, while 80% of companies grew more than expected. The two figures for the same period last year were 30% and 70%, respectively. Despite this, the blue-chip benchmark S&P 500 has fallen 0.9% since the beginning of this earnings season.