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Understanding the S&P 500 Earnings Growth Bar by Sector

As the pace of Q4 earnings heats up, we’re likely to see expectations shift.

Chris Versace·Jan 17, 2025, 2:45 PM EST

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Next week we will see a more than a doubling in the number of companies reporting their quarterly results to 288, compared to 115 companies this week. Among that coming group, we will have 43 S&P 500 constituents and six Dow 30 components. Knowing that, here's an updated look at expected Q4 2024 EPS growth by the S&P 500 sector.

As you can see in the table above, there hasn’t been much movement in those EPS growth figures so far this year. However, we chalk that up to the simple fact that few companies have reported so far while the vast majority are in their respective quiet periods until they do so. 

This means as the volume of earnings reports heats up next week and even more so in the following few weeks, we are likely to see adjustments made to sector 2025 EPS growth expectations as well as the overall 2025 EPS growth figure for the S&P 500. As of now that still stands at 14.6%, but as that figure is updated so too will our EPS hurdle rate for Portfolio candidates.