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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: 2025-07-20 17:20:00 UTC

With the tariff backdrop, profit margins will be a big focus this earnings season. Currently, Factset says expectations are for XXXX% for Q2 (+0.1% w/w), down from XXXX% in Q1 but up from the XXXX% a year ago and above the 5-year average of 11.7%.

Three sectors are reporting a year-over-year increase in y/y net profit margins: Communication Services (14.0% vs. 11.6%), Information Technology (24.9% vs. 24.0%), and Financials (19.4% vs. 18.8%).

![](https://pbs.twimg.com/media/GwTiO9HWUAIYJ6I.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946983441985085498/c:line.svg)

**Related Topics**
[stocks technology](/topic/stocks-technology)
[stocks communication services](/topic/stocks-communication-services)
[tariffs](/topic/tariffs)
[neil](/topic/neil)

[Post Link](https://x.com/neilksethi/status/1946983441985085498)