These companies combine high sales growth with improving productivity and efficiency.
‘What is the smartest way to create income with this money?'
Q3 earnings growth continues to improve. With 64% of constituents reporting thus far, S&P 500 EPS growth for Q3 2025 accelerated to 10.7%. Potential earnings surprises this week: Eastman Chemical, Martin Marietta Materials, Stanley Black & Decker, ConocoPhillips and more. This marks the second peak week of the Q3 earnings season with 3,313 companies set to release results.
These stocks have also shown recent earnings momentum, with increases to consensus estimates.
The forward 4-quarter estimate this week jumped to $294.87 from last week's $294.81 and August 1st's $281.15. The S&P 500 has seen positive revisions in the 2027 EPS estimate since August 1, '25. If the S&P 500 benchmark just meets that EPS growth target in '26 and returns 14%, it will be the fourth year in a row of mid-teens or better returns for the benchmark, with '23 and '24 returns being 25% each.
The S&P 500 finished the month of October on a positive note, ultimately finishing up 2.3% from September. The index posted a weekly gain of 0.7%, its fourth in the past five weeks.
Advanced Micro Devices and Micron came out on top, while Fiserv underperformed by a wide margin.
The S&P 500 holds near 6,900 despite Fed caution and mixed corporate earnings. Fed Chair Powell warns a December rate cut is “not a foregone conclusion.
“I have a considerable amount of unrealized capital gains.”
The Federal Reserve is expected to cut interest rates again
The S&P 500 briefly crossed above 6,800 for the first time in history on Friday, ultimately finishing the day at a new record high. The index posted a weekly gain of 1.9%, its third in the past four weeks.