标普500三季报过六成：盈利同比增长30.2%，连续第三季增速超25%
金融数据公司FactSet于10月30日发布的《盈利洞察》（Earnings Insight）报告显示，标普500指数成分股公司的2026年第三季度财报已发布约六成，混合盈利增速（已发布实际值与未发布预估值合并计算）达30.2%，高于一周前的29.5%，也高于9月30日季度结束时的预估值29.1%。若30.2%成为最终数值，这将是该指数连续第三个季度盈利增速超过25%，也是连续第八个季度实现双位数增长。
已发布公司中，82%的每股盈利超出分析师预期，70%的营收超出预期。混合营收增速为13.4%，为连续第三个季度双位数增长。混合净利率为14.9%，高于去年同期的13.0%与五年均值12.6%，但低于上一季度的17.0%。
十一个板块的盈利全部实现同比增长，其中七个板块为双位数增长，能源、信息技术与材料板块领跑；信息技术板块的混合营收增速在财报季期间由39.9%上修至41.9%。
FactSet统计显示，对整体盈利增长贡献最大的五家公司依次为美光科技、英伟达、Meta、EchoStar与波音；该机构此前测算，若剔除美光与英伟达两家芯片公司，标普500的混合盈利增速将降至约两成，显示芯片股是本季盈利增长的主要引擎。四季度指引方面，已有19家公司发布负面的每股盈利指引，28家公司发布正面指引。
来源：GSM·美国
S&P 500 Third-Quarter Earnings Grow 30.2% With 60% of Companies Reported: FactSet
With about 60% of S&P 500 companies having reported actual results for the third quarter of 2026, the blended earnings growth rate for the index stands at 30.2%, according to FactSet's Earnings Insight report released on October 30. That is up from 29.5% a week earlier and from the 29.1% estimated at the end of the quarter on September 30. If 30.2% holds as the final figure, it will mark the third straight quarter of earnings growth above 25% for the index and the eighth straight quarter of double-digit growth.
Among companies that have reported, 82% posted earnings per share above analyst estimates and 70% beat revenue estimates. The blended revenue growth rate is 13.4%, a third consecutive quarter of double-digit revenue growth. The blended net profit margin is 14.9%, above the year-ago 13.0% and the five-year average of 12.6%, but below the previous quarter's 17.0%.
All eleven sectors are reporting year-over-year earnings growth, seven of them in double digits, led by energy, information technology and materials. The information technology sector's blended revenue growth rate has been revised up to 41.9% from 39.9% during the season.
The five largest contributors to the index's earnings growth are Micron Technology, Nvidia, Meta Platforms, EchoStar and Boeing, according to FactSet, which has calculated that excluding Micron and Nvidia alone would cut the blended growth rate to about 20%, underlining how much of this season's profit growth is being powered by chipmakers. For the fourth quarter, 19 S&P 500 companies have issued negative EPS guidance and 28 have issued positive guidance.
Source: GSM · USA
来源：GSM·美国（原文链接）
图片来源：图：纽约华尔街路牌（Acediscovery 摄，经 Wikimedia Commons，CC BY 4.0）。 / A Wall Street sign in New York (Photo: Acediscovery via Wikimedia Commons, CC BY 4.0).
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