After rising from 19% to 23% during the quarter, positive EPS surprises have driven the Q2 earnings growth rate for the S&P 500 significantly higher to 47% today. FactSet VP Senior Earnings Analyst John Butters discusses the exceptional EPS surprises from Alphabet and Amazon, overall growth for the index, sector performance, mentions of oil and the Middle East on earnings calls, expectations for the second half of 2026, and the 2027 earnings growth outlook. Listen here:
Recorded August 5, 2026, at 12:00 pm ET. All chart data is updated through July 31, 2026.
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