Wall Street's earnings recession may be over

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Analysts expect earnings growth for the first time in three quarters.

Share on email The surge in long-term interest rates has taken the wind out of the stock market's sails this year. A revival of earnings growth could help heal the damage.Third-quarter earnings season gets fully underway this week as more than 50 members of the S&P 500 report results for the three months that ended in September.

Big-name companies on deck in the coming days include Bank of America and Goldman Sachs , Tesla and Netflix , American Airlines and AT&T , and American Express .Wall Street analysts think S&P 500 companies will report aggregate earnings per share of $55.72, up 1.3% from last year's third quarter. Excluding energy companies, where lower crude oil prices have crimped profits, the S&P 500 is expected to post earnings growth of about 4%.The slight optimism hinges on top-line sales numbers showing stability, or even slight growth.

Q3 sales per share are expected to be up 2.1%, according to FactSet estimates, up slightly from a 1.7% increase in Q2.We believe corporate pricing is likely softening," JPMorgan market analysts wrote in a note Monday. "Weaker pricing at the time of elevated input costs such as wages and rates could lead to margin squeeze."Strong corporate pricing power — a boon for profits — is the flip side of high consumer inflation, a bugaboo for the Federal Reserve.

Weaker corporate profits are another reflection that the runaway inflation of 2021-22 has been mostly corralled.Share on linkedin

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