Investors are watching to see if technology companies and related heavyweights will add to recent strong profit gains and whether growth is broadening to other sectors as corporate America prepares to report on the final quarter of another standout year for Wall Street.
Analysts expect S&P 500 companies overall to have increased earnings by 9.6% in the fourth quarter of 2024 compared with the year-ago period, which would be slightly better than the 9.1% earnings growth of last year’s third quarter, according to data compiled by LSEG. “We’ve had a lot of multiple expansion over the last couple of years. We need to see profits kind of follow through, so it will be important what these companies say about their fundamental conditions,” said Anthony Saglimbene, chief market strategist at Ameriprise Financial in Troy, Michigan.
And profit growth is expected to broaden in 2025, with healthcare leading the way along with technology, and much stronger growth seen in industrials, materials and energy compared with 2024, based on the LSEG data. Some of Trump’s plans, especially those for higher tariffs, could drive up consumer prices, while potentially less regulation under the new administration could fuel earnings growth in financials and other sectors.
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