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Sep 04 2026
Market Internals

Q2 Earnings: Slight Pullback

  • Sep 4, 2026

Q2 estimated bottom-up operating EPS continue to skyrocket as reporting winds down. The current figure of $100 stands at a mind-boggling 23% above the final “pre-reporting” estimate logged at the end of June. YOY EPS growth is now nearing an amazing 50%.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil is a Co-Portfolio Manager and Sr. Research Analyst at The Leuthold Group, LLC. He is a member of the asset allocation and investment committees and is a major contributor to the firm's research publications.

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