2/2/2026
By Charles Payne, CEO & Principal Analyst

Earnings season has been favorable, with 75% of names reporting earnings above estimates and earnings growing an average of 11.9% year-over-year (YoY). Industrials (XLI) and Technology (XLK) are seeing the largest growth, as AI ignites the industries. Communication Services (XLC) is in third place for growth, but notably saw 100% of names beat estimates. Meanwhile, Health Care (XLV) is showing the lowest growth, as the sector faces several headwinds.

Notably, companies with larger exposure to international markets are benefiting from a weaker dollar and thus seeing higher earnings growth.

To read the full report, contact your account representative or email Info@wstreet.com.

Charles Payne
Wall Street Strategies

Add a Comment!