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10h ago

S&P 500 Wraps Strong Q2 With Broad Earnings Beats and Higher Guidance

Analysts say companies preserved margins through pricing power and supply‑chain shifts despite this year’s tariffs.

Specialist trader Michael Pistillo (2nd L) gives a price for a stock just after the opening bell on the floor of the New York Stock Exchange August 28, 2014.
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Overview

  • Aggregate S&P 500 earnings rose about 11% year over year, nearly triple the consensus forecast, according to Goldman Sachs.
  • Approximately 84% of companies beat Wall Street estimates, and 58% raised full‑year 2025 guidance.
  • Mega‑cap technology firms known as the Magnificent 7 delivered roughly 26% EPS growth, driving much of the upside.
  • Goldman Sachs reports margins have held up as firms pass through prices to consumers, negotiate with suppliers, and rework supply chains in response to tariffs.
  • The White House credits the performance to President Trump’s policies, including the One Big Beautiful Bill, while Goldman cautions that 2026 margin forecasts may be too optimistic.