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Posted by
Two Blokes 18 hours ago -
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Stock
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The expected Q2 '25 EPS and revenue growth rates actually bottomed around the Memorial Day weekend, rather than the week of every quarter as is the typical pattern. While only 59 companies have reported Q2 '25 results so far, (23 of the 59 companies reported are financial sector companies), the upside surprise is +7.2%, and the biggest upside surprise is financials at +10%. Expect another decent quarter, although with the new August 1 deadline for tariffs, maybe the anxiety and angst now shift to the 3rd quarter of '25. Or maybe tariffs shouldn't have been a concern to begin with.
