See what’s really driving earnings season — without digging through scattered reports.

Earning[S]ense tracks S&P 500 earnings growth, estimate revisions, guidance, sector contributors, margins, and valuation — so investors can see what changed this quarter and compare it with prior earnings cycles.

S&P 500 Blended EPS Growth +27.1%
Change Since Q-End +14.0 pts
EPS Beat Rate 84%
Forward EPS Revision +3.4%
Revenue Growth +11.1%
Forward P/E 20.9x
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What changed this week?

Blended growth jumped from 15.0% to +27.1% driven heavily by late-week reports.

$GOOGL +3.2 pts
$AMZN +2.8 pts

Earnings season moves fast. The data is scattered.

Every quarter, investors try to answer the same questions: Are companies beating? Are analysts raising estimates? Is growth broad or just mega-cap driven? Are margins expanding? Is the market rally supported by earnings or just multiple expansion?

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Research reports are useful, but static

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Earnings calendars show company results, not index-level growth

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Free tools rarely show blended S&P 500 earnings growth

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Consensus revisions are hard to track over time

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It’s difficult to see what changed since last week

A command center for the market’s earnings cycle.

Earning[S]ense turns company reports, consensus estimates, guidance, revisions, and index-level valuation into one dashboard that answers: "Are earnings getting better or worse, and what is driving the change?"

Everything you need to track the earnings cycle

Professional-grade insights mapped directly from real-time earnings data.

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Market Earnings Pulse

Get the full earnings-season scoreboard in one glance: growth, beats, misses, reporting progress, revisions, guidance, and valuation.

Blended EPS Growth +27.1%
Revenue Growth +11.1%
% Companies Reported 68%
EPS Beat Rate 84%
Revenue Beat Rate 81%
Aggregate EPS Surprise +20.7%
Forward P/E 20.9x
Earnings momentum Strongly improving
Breadth Narrow, mega-cap led
Valuation Elevated
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Blended Earnings Growth Tracker

Watch blended EPS and revenue growth update through earnings season, using actual results for reported companies and consensus estimates for companies still to report.

+27.1% 13.1%
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Beat/Miss Scorecard

See whether beats are broad-based or concentrated in a few companies and sectors.

EPS Beat Rate (vs 5-Yr Avg) 84% vs 77%
Revenue Beat Rate (vs 5-Yr Avg) 81% vs 59%
Agg. Rev Surprise +1.9%
Top 20 EPS Beats/Misses Count: 40 Companies
75% Significant Beats 25% Significant Misses
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Estimate Revisions Monitor

Markets often move more on forward revisions than past results. Track whether next-quarter and full-year EPS estimates are moving up or down.

Q3 Forward +2.4%
Q4 Forward +3.8%
CY2026 +5.1%
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Guidance Dashboard

Separate analyst revisions from company guidance. See whether management teams are getting more confident or more cautious.

Positive EPS Guidance23 Cos
Negative EPS Guidance 28 Cos
% Negative Guidance 55% vs 58% avg
Better than avg
Leading Sectors
Tech / Health Care
Largest Positive Changes: $AAPL, $MSFT
Largest Negative Changes: $INTC, $F
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Sector & Contributor Breakdown

Know whether earnings growth is broad or just driven by Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta, and a few one-time items.

Top Co. Contributor
$NVDA +8.1 pts
Mag 7 vs S&P 493 Growth
+48.2% Magnificent 7
+8.4% S&P 493
Ex-Top-10 Growth 12.1%
One-Time Items
Tax Credits Legal
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Insight: Excluding the top 5 contributors, S&P 500 EPS growth falls from 27.1% to 14.8%.

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Margin Dashboard

Distinguish real sales growth from operating leverage, cost cuts, tax effects, and one-time gains.

5-Year Average11.5%
vs Last Q+0.2%
vs Year Ago+0.5%
Sector Margins
Tech22%
Energy14%
Financials18%
Revenue vs EPS Growth
Revenue +11.1%EPS +27.1%
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Valuation vs Earnings

See whether stocks are rising because earnings expectations are improving — or because investors are paying a higher multiple.

S&P 500 Price Change Since Quarter-End +10.4%
Forward EPS Change Since Quarter-End +3.4%
Forward P/E 20.9x
P/E vs 5-Year Average +15%
P/E vs 10-Year Average +22%

Conclusion: Rally is partly earnings-driven, partly multiple expansion.

The dashboard explains what changed — not just what the number is.

Every weekly update highlights what moved the earnings-growth number, which sectors changed, which companies mattered most, and whether the change looks high quality.

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What changed this week?

S&P 500 blended EPS growth rose

15.0% arrow_forward 27.1%

Main Drivers

  • Alphabet EPS surprise
  • Amazon investment gain
  • Meta tax benefit
  • Communication Services revision
  • Consumer Discretionary revision
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Quality warning: A large part of the increase came from mega-cap GAAP one-time items.

Built for investors who track the market through earnings.

Professional-style earnings dashboards without a Bloomberg terminal.

Active investors
Macro investors
Portfolio managers
Financial advisors
Newsletter writers
Equity research
Options traders
Data analysts

Why not just use earnings calendars or PDFs?

Existing workflow Problem
Earnings calendars Company-level only; no live S&P 500 blended growth
Static reports Useful but hard to explore interactively
Yahoo/Nasdaq pages Good for individual earnings, weak for aggregate revisions
Paid terminals Powerful but expensive
Spreadsheets Flexible but manual and slow

Earning[S]ense brings the key earnings-season questions into one interactive dashboard.

Built around transparent, auditable calculations.

Every aggregate number links back to company-level data: reported EPS, consensus estimate, revenue, surprise, reporting date, sector, guidance, and revision history.

Company Sector Reported? EPS Actual EPS Estimate Surprise Revenue Surprise Guidance
$AAPL Information Technology check_circle $2.18 $2.10 +3.8% +1.2% Positive
$MSFT Information Technology check_circle $2.93 $2.78 +5.4% +2.1% Positive
$NVDA Information Technology schedule - $5.12 - - -

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