S&P 500 profits have increased for 12 consecutive quarters, a trend that extends beyond major technology firms, setting the stage for the start of Q3 earnings season on September 10, 2026. Companies like Oracle (ORCL) and Adobe (ADBE) are expected to release their quarterly reports for fiscal periods ending in August.
For Q3 2026, S&P 500 earnings are projected to rise by 23% year-over-year, with revenues up 11.2%. This growth marks an ongoing positive revision trend that spans 8 of the 16 Zacks sectors, including Finance, Aerospace, and Utilities. The ongoing Q2 season has shown a significant earnings increase of 45.6% and a revenue boost of 15.6% across nearly 99% of the index members, with 84.2% exceeding EPS estimates.
The S&P 500 Tech sector is particularly influential, with expected earnings growth of 52.3% for the year. Excluding Tech’s impact, annual S&P 500 earnings would only rise by 14.9%. Key contributors to earnings growth include Alphabet (GOOGL), Micron (MU), and NVIDIA (NVDA).
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