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Zacks profit trends Highlights: Microsoft, Alphabet and Meta

Zacks profit trends Highlights: Microsoft, Alphabet and Meta

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Chicago, IL – May 15, 2025 – Zacks Director of Research Sheraz Mian says: “The total income of the Q1 for the 456 S&P 500 members who reported the results rose by +12.1% compared to the previous year compared to +4.5%.”

Note: The following is an extract from the winning trends this week. You can access the full report, which contains detailed historical actual actual and estimates for the current and following periods. Click here >>>>

Here are the most important points:

  • The total income of the Q1 for the 456 S&P 500 members who have reported the results are +4.1% higher income compared to the same period in the previous year.

  • We continue to believe that this profit season was less about what companies deserved in the first quarter of 2025 and more about the size of the income from the income of the developing macroeconomic and public backdrop. For this purpose, the management comment was largely calming despite the uncertainty.

  • The estimates for the current period (2025 Q2) were under pressure, whereby the estimates are larger compared to other recent periods after the ball period. However, the estimates for the tech sector have recently strengthened themselves.

  • For 2025 Q2, the total revenue of S&P 500 is expected by +5.9% compared to +3.8% higher revenue compared to the same period last year. The estimates of the F2 have decreased steadily, the size and width of the negative assessment revisions greater than in the comparable period of other new quarters.

The beginning of the second quarter fell together with an increased tariff uncertainty after the punishment on April 2nd Tariff announcements. While the start of the announced taxes was finally delayed for three months, the problem understandably has a strong burden on the estimates for the current and upcoming quarters.

The expectation for the result of the Q2 for the S&P 500 index by +5.9% compared to the same period last year is +3.8% higher income.

Although it is not unusual that estimates are set lower, the size and width of the Q2 assessments are larger than in the comparable period of other new quarters.

Since the beginning of the quarter, the estimates for 13 of the 16 Zacks sectors have dropped, with the largest decline in sectors transport, cars, energy, construction and basic materials declined.

The estimates for the two largest earnings to the index – tech & finance – have decreased since the beginning of the quarter.

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