Earnings Scoreboard: 100% of reporting S&P 500 firms beat earnings expectations, 79% deliver Y/Y growth

A broad earnings beat: all 19 notable companies that reported this week exceeded EPS expectations and also topped revenue forecasts, with 15 delivering year-over-year earnings growth. Strength was driven by industrial demand, data centers, AI infrastructure, e-commerce and resilient consumer/professional markets. Most management teams reaffirmed or raised full-year revenue and earnings guidance, signaling continued corporate confidence despite some end-market headwinds. The collective upside and upbeat guidance could provide supportive momentum for the US SP 500, particularly for tech- and consumer-exposed segments tied to AI and cloud demand.