The tone this earnings season is more confident about the future even as headwinds remain. Confidence can support capex, and we will see if Q2 is enough to get the engines firing on all cylinders for the back half strength that has eluded us for several years now.
Laura has been a team member at Corbin Advisors since 2021
Industrials Anticipated to Capture Momentum in Multi-year Capex Cycle Aligned with Secular Trends, But Potential Dampening Effects of Tariffs on Demand Weighs Near Term
Big Banks kicked off Q2 earnings season on a positive note, with most delivering top- and bottom-line beats, bolstered by trading revenue amid heightened market volatility, alongside a rebound in deal activity.
Earnings season is off to the races and our channel checks indicate a resilient economy across many end markets despite tariffs and continued global uncertainty.
Access webinar replay and materials: The Big So What® – Q2’25 Earnings Season, presented by Corbin Advisors Founder and CEO Rebecca Corbin
During our The Big So What® – Q2’25 Earnings Season webinar, our Founder & CEO, Rebecca Corbin, provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as shared actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.
Investor Mindset Does a Shift-and-Lift to ‘Cautious Optimism’ as Sentiment Recovers from Largest QoQ Pullback in a Decade; A Concerning Consumer in Focus for 2H25
In-line with preliminary findings from our Inside The Buy-Side® Earnings Primer® — to be released Thursday, July 10 — earnings commentary reflects a generally balanced tone, with executives remaining cautious due to ongoing macro uncertainty, yet expressing optimism about their ability to adapt and manage near-term headwinds.
Another earnings season is just around the corner, and investors are sure to be scrutinizing Q2 results and probing for insights into how companies are navigating the evolving and complex macro landscape.
Leverage the experience and expertise of our team
Access insights in our regularly published research, which captures trends in institutional investor sentiment globally
A strategic consultancy accelerating value realization globally