US Earnings Season
2025 Q1 US Stock Earnings Season
Reported 2025-01-06 – 2025-03-31 · US market
Beat the consensus estimate
76%97% of S&P 500 reported (488) · recent avg 81%
Beat-but-fell rate (beats that still fell the next day)
51%of beats · recent avg 46%
Results trailed the recent average and the market punished even the beats — a defensive season.
Median EPS growth
+10.1%
Rose next day
47%
Avg move
±5%
Mega-cap scoreboard
Largest companies that reported
- NVNVIDIA CorporationNVDA · 2/26 · beat +5.3%-8.5%
- AAApple Inc.AAPL · 1/30 · beat +2.5%-0.7%
- GOAlphabet Inc. Class AGOOGL · 2/4 · beat +1.2%-7.3%
- MSMicrosoft CorporationMSFT · 1/29 · beat +3.5%-6.2%
- AMAmazon.com Inc.AMZN · 2/6 · beat +25.4%-4.0%
- AVBroadcom Inc.AVGO · 3/6 · beat +6.1%+8.6%
- MEMeta Platforms Inc. Class AMETA · 1/29 · beat +18.7%+1.6%
- TSTesla Inc.TSLA · 1/29 · miss -5.1%+2.9%
Sectors that beat most
- Communication95%
- Financials85%
- IT83%
Beat but fell most
- IT60%
- Industrials56%
- Energy56%
Biggest movers this season
- WSWest Pharmaceutical Services Inc.WST · beat +5.3%-38.2%
- TTThe Trade Desk Inc. Class ATTD · beat +3.6%-33.0%
- SWSkyworks Solutions Inc.SWKS · beat +1.8%-24.7%
- APApplovin Corporation Class AAPP · beat +37.5%+24.0%
- PLPalantir Technologies Inc. Class APLTR · beat +23.7%+24.0%
- AKAkamai Technologies Inc.AKAM · beat +9.0%-21.7%
- DEDeckers Outdoor CorporationDECK · beat +14.8%-20.5%
- MRMarvell Technology Inc.MRVL · beat +1.6%-19.8%
FAQ
What share of S&P 500 beat estimates in 2025 Q1?
76% of the 488 S&P 500 companies that reported beat consensus, versus a recent 7-season average of 81%.
Does a strong report mean the stock goes up?
Not always. Even among S&P 500 beats this season, 51% fell the next day (the beat-but-fell rate) — the market reacts to priced-in expectations and guidance, not just the headline number.
Can I cite this data in an article or post?
Yes. Feel free to cite with attribution to afterns.com. For data questions or press inquiries: contact@afterns.com.