US Earnings Season
2025 Q2 US Stock Earnings Season
Reported 2025-04-02 – 2025-06-26 · US market
Beat the consensus estimate
79%97% of S&P 500 reported (487) · recent avg 81%
Beat-but-fell rate (beats that still fell the next day)
39%of beats · recent avg 48%
Results trailed the recent average, but the market was relatively forgiving of the beats.
Median EPS growth
+6.8%
Rose next day
54%
Avg move
±4.3%
Mega-cap scoreboard
Largest companies that reported
- NVNVIDIA CorporationNVDA · 5/28 · beat +8.0%+3.3%
- AAApple Inc.AAPL · 5/1 · beat +1.7%-3.7%
- GOAlphabet Inc. Class AGOOGL · 4/24 · beat +40.1%+1.7%
- MSMicrosoft CorporationMSFT · 4/30 · beat +7.4%+7.6%
- AMAmazon.com Inc.AMZN · 5/1 · beat +17.1%-0.1%
- AVBroadcom Inc.AVGO · 6/5 · beat +0.6%-5.0%
- MEMeta Platforms Inc. Class AMETA · 4/30 · beat +23.1%+4.2%
- TSTesla Inc.TSLA · 4/22 · miss -34.9%+5.4%
Sectors that beat most
- IT94%
- Healthcare90%
- Industrials85%
Beat but fell most
- IT50%
- Utilities50%
- Consumer Staples48%
Biggest movers this season
- NRNRG Energy Inc.NRG · beat +58.8%+26.2%
- DADelta Air Lines Inc.DAL+23.4%
- UNUnitedHealth Group Incorporated Common Stock (DE)UNH · miss -1.3%-22.4%
- POInsulet CorporationPODD · beat +29.7%+20.9%
- XYBlock Inc. Class AXYZ · miss -39.7%-20.4%
- DEDeckers Outdoor CorporationDECK · beat +65.1%-19.9%
- LUlululemon athletica inc.LULU · beat +0.4%-19.8%
- VEVeeva Systems Inc. Class AVEEV · beat +13.0%+19.0%
FAQ
What share of S&P 500 beat estimates in 2025 Q2?
79% of the 487 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, 39% 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.