TFTC on Nostr: Corporate America is on pace for the biggest earnings beat EVER recorded. S&P 500 ...
Corporate America is on pace for the biggest earnings beat EVER recorded.
S&P 500 companies are beating EPS estimates by +29.2%. The 5-year average is +7.0%.
That's 4.2x the historical norm.
Blended net margin hit 16.9%. All time high.
Strip out Alphabet's $98B unrealized equity gain and Amazon's $53B Anthropic gain and earnings growth is STILL +32.0% YoY.
We are in the middle of the largest investment boom in history. And it's just getting started.
Published at
2026-08-08 15:27:16 CESTEvent JSON
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"content": "Corporate America is on pace for the biggest earnings beat EVER recorded.\n\nS\u0026P 500 companies are beating EPS estimates by +29.2%. The 5-year average is +7.0%.\n\nThat's 4.2x the historical norm.\n\nBlended net margin hit 16.9%. All time high.\n\nStrip out Alphabet's $98B unrealized equity gain and Amazon's $53B Anthropic gain and earnings growth is STILL +32.0% YoY.\n\nWe are in the middle of the largest investment boom in history. And it's just getting started.\nhttps://blossom.primal.net/8297a5415ace362f4c5e4ff8cc359113f55200fe1f4073f46b187547c2698c0d.jpg",
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