Recurring series
Raymond JamesEarnings Blast
Finvaulta tracks 4 editions of Earnings Blast from Raymond James, published between May 11, 2026 and August 17, 2026. Each edition is summarized on its own page.
Latest edition · August 17, 2026
Earnings Blast
The 2Q26 earnings season nears completion with 85% of S&P 500 companies beating EPS estimates and index-level EPS expanding 49.4% (30% organically). Investor focus turns to major retail earnings this week to assess consumer health.
Raymond James' Earnings Blast reports a strong 2Q26 earnings season, with 84% of market cap reported and 85% of S&P 500 companies beating EPS estimates by 29% on aggregate. Headline EPS growth reached 49.4% year-over-year, or 30% excluding one-off items. Energy, Communication Services, and Consumer Discretionary sectors led earnings growth, while Information Technology and Health Care posted the highest beat rates (~95%). Looking ahead, market focus turns to consumer spending as retail heavyweights including Walmart, Target, Home Depot, and Lowe's report results.
Read the latest edition in fullKey takeaways from the latest edition
- 1.With 84% of S&P 500 market cap reported, 85% of companies beat 2Q26 EPS estimates by 29% in aggregate, driving 49.4% overall index EPS growth (30% ex one-time items).
- 2.Focus shifts to retail and consumer spending patterns in the upcoming week with reports from Walmart, Target, Home Depot, Lowe's, TJX, and Ross Stores.
- 3.Management commentary highlights strong visibility into 2027 for AI infrastructure demand and evolving tariff dynamics affecting second-half profitability.
What this series covers
- The Week Prior
- The Week Ahead
- % of Market Cap Reporting by Sector (8/17-8/21)
- Second Consecutive Quarter of 20%+ EPS Growth
- Forward Estimates March Higher
- Weekly Reporting Calendar
- A Closer Look
- Sector Roundup
- Transcript Spotlight
- Disclosures
Edition archive
Series at a glance
- Editions tracked
- 4
- First edition
- May 11, 2026
- Latest edition
- August 17, 2026