Earnings Blast

The S&P 500 is showing robust 1Q26 performance with an aggregate 19% EPS beat and 27% growth. As the earnings calendar thins out, investors are shifting focus to upcoming CPI and PPI data.

Key Takeaways

• 1.S&P 500 companies are beating 1Q26 EPS estimates by an aggregate of 19%, the highest magnitude since 1Q21.
• 2.Information Technology and Communication Services are leading sector EPS growth, both nearing 50% year-over-year.
• 3.As earnings season slows, market focus is shifting to macro data, specifically CPI and PPI reports scheduled for mid-May.

Table of Contents

• The Week Prior
• The Week Ahead
• A Closer Look
• Transcript Spotlight
• Disclosures

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