FactSet

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Financial Market Preview - Wednesday 15-Jul bit.ly/369hi69

Analysts expect declining (Y/Y) earnings growth rates for the $SPX Energy sector over the next 4 quarters. #earnings, #earningsinsight, bit.ly/4aNyiRu

Don't miss out on the top financial news of the day – tune in to StreetAccount U.S. Evening Market Recap latest episode. #financialnews #marketupdate Listen here: feeds.captivate.fm/factset-street…

3 of the 5 sub-industries in the $SPX Energy sector are expected to report (Y/Y) earnings growth above 100% for Q2. #earnings, #earningsinsight, bit.ly/4aNyiRu

How did U.S.-listed ETF flows by asset class and sector wrap up June? Read our latest analysis: bit.ly/4paQ8Ur

Analysts significantly increased Q2 EPS estimates for companies in $SPX Energy sector during the second quarter. #earnings, #earningsinsight, bit.ly/4aNyiRu

Evening Market Recap, Tuesday 14-Jul bit.ly/369hi69

Given insurance companies operated in a mixed macro environment, what are the implications for their Q2 earnings they will begin reporting toward the end of the month? Stewart Johnson at FactSet breaks it down in his latest blog article: bit.ly/4yf1r25

StreetAccount Update: $NFLX Netflix Q2 earnings preview; engagement trends have been worrisome, but most think related to seasonal weakness with recovery likely: • NFLX is scheduled to report Q2 results on 16-Jul after the close. FactSet consensus sees EPS of $0.79 on sales of $12.58B. • Commentary focused on likelihood of largely inline Q2 results and Q3 and FY guidance. Most discussions noted challenging engagement trends, but many also acknowledged competition from World Cup in the U.S. during Netflix's seasonally lightest content slate. The challenge that many continue to express concern about is the company's loss of audience for returning series, which would force management to find ways to both market and bolster perceived quality. Netflix's recent focus on short-form videos has some believing they will be a good source of incremental revenues but others thinking it is looking for ways to replace diminishing revenues. Finally, in spite of decline in headline CPMs in advertising, many think the ad tier has grown increasingly sticky, and that subscriber growth will be aided by NFLX's greater focus on sports and new types of content. #NFLX #Netflix #Q2Earnings #EarningsSeason #Streaming #Media #Entertainment #AudienceEngagement #ShortFormVideo #AdTier #SportsContent Gain immediate access to earnings insights with #StreetAccount: bit.ly/3xqrpo7

Now available on the go: Our popular monthly blog article on U.S. ETF results for AUM, flows, and launches. Human written, AI narrated. Listen to this Article Audio podcast episode. Spotify: bit.ly/4eUBgpB Apple Podcasts: apple.co/4aG7se2

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Financial Market Preview - Tuesday 14-Jul bit.ly/369hi69

3 of the 5 industries in the $SPX Financials sector are expected to report (Y/Y) earnings growth for Q2, led by the Capital Markets and Banks industries. #earnings, #earningsinsight, bit.ly/4gG9fnb

It's 6pm and you know what that means – time to catch up on the day's market news with #StreetAccount Evening Market Recap! #trading #marketnews Listen to the lastest episode: feeds.captivate.fm/factset-street…

Evening Market Recap, Monday 13-Jul bit.ly/369hi69

The European defence rerating hasn't moved in lockstep. The primes repriced first. The wider supply chain is still catching up, with mid-caps such as OHB and Bittium now leading. Why that matters for 2026: bit.ly/4y8rnvZ

StreetAccount Event Preview: Q2 (2026) earnings (S&P 500) • According to FactSet, the Street is looking for S&P 500 earnings growth of +23.6% y/y in Q2, better than the +18.8% expected at the start of the Q. This would mark the seventh straight Q of double-digit earnings growth. While below the 28.9% growth recorded in Q1, the estimated Q2 growth rate pushes above 29% when baking in the average improvement in the earnings growth rate during an earnings season. Revenue is expected to increase +12.3% in Q2, which would be the second straight Q of double-digit growth and the strongest in four years. Net profit margin is projected at 14.2%, down from 14.8% in Q1 but above 12.9% in the year-earlier period and nearly 200 bp better than the five-year average. • Energy (+122.9%) is expected to deliver the best earnings growth in Q2 from a sector perspective, underpinned by a 45% y/y increase in the average price of oil. Tech (+63.3%) comes next with Semis (+131%) the standout once again. The Materials sector is expected to report the third-largest earnings growth of all sectors at +35.3%. Utilities (+13.4%), Industrials (+10.0%), Communications Services (+7.2%), Consumer Discretionary (+6.7%), Financials (+5.6%), Consumer Staples (+5.2%) and Real Estate (+5.1%) are all expected to deliver growth below the index level. Healthcare (-9.0%) is the only sector expected to post a y/y decline in earnings, though if Gilead Sciences were excluded, the sector would be expected to report earnings growth of +7.1%. • There were a number of common themes in the sell-side previews for Q2. The high-bar dynamic received some attention amid expectations for a second straight Q of 20%+ growth and a 3.4% increase in the bottom-up S&P 500 consensus over the course of the Q. However, there was also some focus on the elevated beat rate from early reporters, strong guidance and revision trends and further broadening of earnings growth (median S&P 500 stock growth 8-9%). Previews discussed how similar to recent Qs, AI compute and capex demand is set to provide the big earnings tailwind for Q2. AI infrastructure stocks are expected to drive ~60% of total S&P 500 earnings growth with the semi space accounting for nearly half. The solid macro backdrop was another widely discussed Q2 earnings theme with the ISM surveys firmly in expansion and spending data highlighting a still resilient (albeit K-shaped) consumer. Previews also flagged support from higher oil prices related to the conflict in Iran. A weaker dollar was highlighted as well, though the impact is expected to be less pronounced than Q1. • Similar to Q1, Q2 earnings season is widely expected to see outsized scrutiny on elevated hyperscaler capex and ROI trends. However, the Street does not seem to be looking for another meaningful push higher in 2026 capex guidance at this time (and still too early for 2027 details). Previews discussed expectations for further signs of enterprise AI adoption momentum and additional color on related productivity improvements, both of which are expected to be supportive for the broader AI narrative. Some other topics that may get attention during Q2 earnings season include potential pull-forward of order activity related to the Iran conflict/looming tariffs, tariff refunds, lingering OBBBA support (tax refunds), investment gains (which provided a boost for some Mag 7 names in Q1), pricing power (margin resilience), affordability (lower-income consumer) and AI-driven disruption/displacement (software, labor market). #Earnings #SP500 #Energy #Tech #Semiconductors #AI #Capex #MarketUpdate #EarningsPreview #Q2Earnings #RevenueGrowth #EPS #Healthcare #Consumer #Iran #Dollar #OilPrices Gain immediate access to earnings insights with #StreetAccount: bit.ly/3xqrpo7

Analysts have increased Q2 EPS estimates for companies in $SPX Financials sector over the past few weeks. #earnings, #earningsinsight, bit.ly/4gG9fnb

Given insurance companies operated in a mixed macro environment, what are the implications for their Q2 earnings they will begin reporting toward the end of the month? Stewart Johnson at @FactSet breaks it down in his latest blog article. Read here: bit.ly/3Rw6GK4