From Nasdaq: 2025-04-09 20:25:00

The upcoming Q1 earnings season will focus heavily on guidance due to tariff and macroeconomic uncertainties. S&P 500 index earnings are expected to increase by +5.8% with +3.8% higher revenues. Medical, Utilities, Transportation, and Tech sectors are expected to see positive earnings growth, with Tech driving a +12.5% increase.

Walmart and Delta Air Lines have already adjusted their earnings guidance due to tariffs and consumer spending. Tech sector remains a growth driver with +12.5% earnings growth expected for Q1. While the sector has seen steady earnings growth, recent data shows a shift in the revisions trend with estimates for Q1 slightly under pressure since January.

Expectations for 2025 Q1 show a +5.8% increase in S&P 500 earnings with +3.8% higher revenues. There is a broad-based negative revisions trend for Q1 and a similar trend is starting to appear for Q2 and beyond. Earnings growth is expected to continue in the next two years, but adjustments may be necessary due to economic slowdown and tariffs impacting corporate profitability.



Read more at Nasdaq:: Guidance to be Key Factor This Earnings Season