S&P 500 Q2 2026 EPS surges 51% as Goldman says profits are running above trend
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S&P 500 Q2 2026 EPS growth accelerated sharply, but Goldman attributes much of the upside to temporary drivers: an AI capex surge, unusually high semiconductor margins, and large private investment gains booked by mega-cap tech. While forward valuation appears closer to long-run averages, a normalization in chip margins or a fade in "other income" could pressure aggregate earnings growth, increasing sensitivity to profit-quality and margin assumptions.
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
S&P 500 companies posted a 51% year-over-year jump in earnings per share in Q2 2026, lifting growth over the past four quarters to 26%. Major technology firms including Amazon and Meta are expected to spend about $800 billion on capital expenditures this year, up 94% from 2025. Memory-chip makers are seeing gross margins near 80%, and Goldman Sachs estimates S&P 500 earnings could fall by about 10% if overall chip gross margins drop from roughly 70% to the 15-year average of 55%. Large technology companies also generated more than $150 billion in private-investment gains during the quarter, contributing roughly 12% of S&P 500 EPS.
