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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.3K followers
Created: 2025-07-13 16:21:00 UTC

With the banks a major focus of earnings reports this week, Factset notes expectations are for XXX% y/y earnings growth for Financials led by Consumer Finance at XX% (led by Capital One $COF). 

Banks though are expected to fall -XX% as a drop in Diversified Banks (-13%) outweighs gains in Regional Banks (+18%), due mostly to $JPM. "If JPMorgan Chase were excluded, the estimated earnings growth rate for the  Financials sector would improve to XXX% from 2.4%."

Insurance is expected at 13%, with Property & Casualty Insurance (26%) and Insurance Brokers (14%) higher, but Reinsurance (-13%) and Life & Health Insurance (-5%) lower.

Capital Markets is expected at XX% and Financial Services 6%.

![](https://pbs.twimg.com/media/GvvdoUiXgAAyJ6q.png)

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**Related Topics**
[jpm](/topic/jpm)
[$jpm](/topic/$jpm)
[finance](/topic/finance)
[$cof](/topic/$cof)
[stocks financial services](/topic/stocks-financial-services)
[jpmorgan chase](/topic/jpmorgan-chase)
[stocks banks](/topic/stocks-banks)

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