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S&P 500 Q4 Earnings Update
4th February 2026 • FactSet Insight • FactSet
00:00:00 00:17:16

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After rising from 7.2% to 8.3% during the quarter, positive EPS surprises have driven the Q4 earnings growth rate for the S&P 500 higher to 12.1% today. FactSet VP Senior Earnings Analyst John Butters discusses this fifth straight quarter of double-digit growth for the index along with sector performance, domestic vs. international exposure, net profit margins, the increase in AI discussions on Q4 earnings calls, and analyst expectations for earnings growth in 2026.

Recorded February 4, 2026, at 12:00 pm ET.

The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this podcast episode. The views shared by third-party contributors do not necessarily reflect the opinion of FactSet.

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