Market Data Evidence

FactSet's Q2 2026 S&P 500 EPS-growth estimate rose to +23.1% (from +18.8% at quarter start) with 63 positive EPS pre-announcements (well above the 5-year average of 44), and the Q1 season closed at +27.7% growth / 84% beat rate - an earnings backdrop supporting the melt-up leg into the mid-July season start.

Provenance — node opacity = source trust
Evidence Strength
Moderate
Evidence Observed At
Jun 30, 2026 · 12:00 PM UTC
Citation
https://insight.factset.com/sp-500-earnings-season-update
Citation Source
cnbc
Market Metric
EPS Growth
Observed Value
0.231