第二季度收益显示出广泛的实力。 Companies are comfortably beating consensus estimates—even as those forecasts were revised upward leading into the reporting cycle—while the overall pace of earnings growth continues to accelerate noticeably.
截至 7 月 23 日星期四，我们已收到 121 家标准普尔 500 指数成分股（占总指数的 24.2%）的第二季度业绩。这些早期报告者的总收入同比增长 72.1%，收入增长 13.0%，其中 86.8% 超出每股收益预期，80.2% 超出收入预期。
与最近几个季度的表现相比，这一表现表明这 121 家指数成员的表现有了显着改善。下图说明了与近期和历史平均水平相比，第二季度每股收益和收入的表现如何。
The Q2 earnings growth pace has been boosted by the blockbuster quarterly numbers from Alphabet GOOGL and Micron Technology MU. Alphabet 第二季度收益较去年同期增长 297.9%，其中公司持有 SpaceX SPCX 少数股权的未实现收益推动了这一数字。 Micron's Q2 earnings were up +1350.1%, given the red hot demand for the company's memory products in the emerging AI world.
Excluding the contribution from Alphabet and Micron, Q2 earnings for the rest of the companies that have reported already would be up +17.6% (vs. +72.1% otherwise) on +9.4% higher revenues (vs. +13% otherwise).
下面的比较图显示了第二季度相对于近期其他时期的盈利增长速度。左图显示了最近几个季度报告的 121 家公司的总体盈利增长情况，右图显示了不包括美光和 Alphabet 的盈利数据。
无论从哪个角度来看，这都是令人印象深刻的收益图景，并且代表了一种有利于市场的设置，尽管存在来自地缘政治方面的阻力。
For the more details about the Q2 earnings season and evolving expectations for the coming periods, please check out our weekly Earnings Trends report here >>>S&P 500 Q2 Earnings Beats Hit 5-Year Highs As Growth Accelerates
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