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The S&P 500 closed Friday at 7,398.93, another record high. The index is 9.2% above its 200-day moving average. Earnings have done the heavy lifting so far this year. The Q1-2026 earnings reporting season is winding down, with companies representing 1% of the S&P 500’s market cap reporting this week and another 12% the following week.
Industry analysts’ consensus Q1-2026 earnings forecasts for the S&P 500 companies in aggregate represent growth of 18.0% y/y, while their full-year estimates imply 2026 growth of 24.0%, well above the 11.7% and 13.6% posted in 2024 and 2025 (chart). The growth expected in 2027 is 14.9%.
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