US Earnings Season
2025 Q3 US Stock Earnings Season
Reported 2025-07-01 – 2025-09-30 · US market
Beat the consensus estimate
81%97% of S&P 500 reported (489) · recent avg 80%
Beat-but-fell rate (beats that still fell the next day)
49%of beats · recent avg 46%
Results came in above the recent average, but the market's reaction was colder than usual — strong numbers were already priced in.
Median EPS growth
+8.3%
Rose next day
47%
Avg move
±5.3%
Mega-cap scoreboard
Largest companies that reported
- NVNVIDIA CorporationNVDA · 8/27 · beat +4.1%-0.8%
- AAApple Inc.AAPL · 7/31 · beat +10.1%-2.5%
- GOAlphabet Inc. Class AGOOGL · 7/23 · beat +5.7%+1.0%
- MSMicrosoft CorporationMSFT · 7/30 · beat +8.1%+4.0%
- AMAmazon.com Inc.AMZN · 7/31 · beat +26.1%-8.3%
- AVBroadcom Inc.AVGO · 9/4 · beat +1.6%+9.4%
- MEMeta Platforms Inc. Class AMETA · 7/30 · beat +21.0%+11.3%
- TSTesla Inc.TSLA · 7/23 · miss -1.1%-8.2%
Sectors that beat most
- Healthcare90%
- IT89%
- Consumer Staples88%
Beat but fell most
- Materials77%
- Energy60%
- Real Estate56%
Biggest movers this season
- TTThe Trade Desk Inc. Class ATTD · miss -0.9%-38.6%
- ALAlign Technology Inc.ALGN · miss -3.3%-36.6%
- OROracle CorporationORCL+36.0%
- SNSynopsys Inc.SNPS · miss -9.5%-35.8%
- ITGartner Inc.IT · beat +6.8%-27.6%
- IDIDEXX Laboratories Inc.IDXX · beat +10.0%+27.5%
- CICiena CorporationCIEN · beat +27.6%+23.3%
- WSWest Pharmaceutical Services Inc.WST · beat +19.7%+22.8%
FAQ
What share of S&P 500 beat estimates in 2025 Q3?
81% of the 489 S&P 500 companies that reported beat consensus, versus a recent 7-season average of 80%.
Does a strong report mean the stock goes up?
Not always. Even among S&P 500 beats this season, 49% 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.