US Earnings Season
2025 Q4 US Stock Earnings Season
Reported 2025-10-01 – 2025-12-19 · US market
Beat the consensus estimate
84%98% of S&P 500 reported (491) · recent avg 80%
Beat-but-fell rate (beats that still fell the next day)
45%of beats · recent avg 47%
Results beat the recent average and the market rewarded them — a season where good numbers actually moved stocks.
Median EPS growth
+10.5%
Rose next day
51%
Avg move
±4.6%
Mega-cap scoreboard
Largest companies that reported
- NVNVIDIA CorporationNVDA · 11/19 · beat +3.5%-3.1%
- AAApple Inc.AAPL · 10/30 · beat +4.5%-0.4%
- GOAlphabet Inc. Class AGOOGL · 10/29 · beat +26.9%+2.5%
- MSMicrosoft CorporationMSFT · 10/29 · beat +12.7%-2.9%
- AMAmazon.com Inc.AMZN · 10/30 · beat +25.2%+9.6%
- AVBroadcom Inc.AVGO · 12/11 · beat +4.4%-11.4%
- MEMeta Platforms Inc. Class AMETA · 10/29 · miss -84.3%-11.3%
- TSTesla Inc.TSLA · 10/22 · miss -10.5%+2.3%
Sectors that beat most
- Healthcare97%
- IT95%
- Consumer Staples91%
Beat but fell most
- Utilities57%
- Communication54%
- Financials51%
Biggest movers this season
- FIFiserv Inc.FISV · miss -22.9%-44.0%
- DDDatadog Inc. Class ADDOG · beat +20.3%+23.1%
- JBJ.B. Hunt Transport Services Inc.JBHT · beat +20.7%+22.1%
- TETeradyne Inc.TER · beat +7.5%+20.5%
- CHC.H. Robinson Worldwide Inc.CHRW · beat +7.4%+19.7%
- ARAlexandria Real Estate Equities Inc.ARE · beat +28.2%-19.2%
- STSeagate Technology Holdings PLC Ordinary Shares (Ireland)STX · beat +8.8%+19.1%
- FIComfort Systems USA Inc.FIX · beat +31.3%+19.0%
FAQ
What share of S&P 500 beat estimates in 2025 Q4?
84% of the 491 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, 45% 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.