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Neil Sethi @neilksethi on x 12.7K followers
Created: 2025-07-26 11:00:02 UTC
Through Thursday we’ve had XX% of SPX earnings in for Q2 according to Factset, still a bit early for broad takeaways, but FWIW the beat rate has remained elevated at 80%, in line with the “low bar” I (and many others) mentioned ahead of the earnings season, above 1Q’s 76%, the 5-yr avg of XX% and 10-yr avg of 75%, but the downside is earnings are coming in on average just +6.1% above estimates below the +8.3% 1Q, the 5-yr avg of 9.1%, and the 10-yr avg of 6.9%.
XXXXX engagements
