AI Boom Lifts S&P 500 2026 Earnings Growth Forecast to +32%, Highest Beat Rate Since 2021
luisdans · x · 2026-09-13
The AI boom is driving historic earnings growth: full-year S&P 500 profit growth for 2026 is now projected at +32% YoY, up from +24% before Q2 earnings season began, with 86% of companies beating expectations this quarter — the highest beat rate since 2021. Communication Services saw the largest upward revision (+51% YoY vs +26% prior), Consumer Discretionary rose to +32% from +12% on Amazon's results, and Energy and Information Technology are projected to grow +83% and +59% respectively.
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