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Corporate America exceeded Q2 2025 earnings expectations with 60% beating EPS estimates significantly. 92% of S&P 500 companies reported results, leading to an 11% increase in aggregate S&P 500 EPS (compared to expected 4%), driven by a concentration of growth in a few mega-cap stocks. SPY ETF is at all-time highs amid these strong results.
In Q2 2025, the earnings season reported an exceptional performance with a substantial beat in over a decade, excluding the COVID rebound. The SPY ETF is currently trading at record highs. However, the growth seems concentrated in a few mega-cap stocks. A recent Goldman Sachs report indicated that 92% of S&P 500 companies have disclosed their results, with 60% surpassing EPS estimates by more than one standard deviation, the highest rate since 2009. The aggregate S&P 500 EPS surged by 11% year over year, significantly surpassing the 4% estimate from analysts at the beginning of the season. According to Goldman's analyst David J. Kostin, this quarter showcased one of the highest frequencies of earnings beats on record. Corporate America's strong performance has surprised investors across various sectors. For more details, visit benzinga.com.