US500 and the Q4 2025 Earnings Scene: A New Yorker’s Take

Alright, folks, let’s chat about the US500 as it tries to find its footing after some recent slips. Perfect timing to dive into the Q4 2025 earnings report. Now, the big guns—our favorite US corporates—are not just seeing profits but also top-line boom. That means growing revenue, which is a solid indicator of demand, not just how well they’re trimming costs. We’re looking at a juicy 9% year-over-year revenue growth for Q4 in the S&P 500. That’s the most robust it’s been since Q3 2022 when it hit 11%.

The highlight? Revenue growth projections kept being nudged higher as the season rolled on. At the end of September 2025, estimates were at 6.5%, bumped to 7.8% by December. We’re talking about ten out of eleven sectors reporting year-over-year growth, with Information Technology, Communication Services, and Health Care breaking into double digits.

the biggest players

Several sectors are driving the charge. In the Information Technology arena, revenues soared to 20.6%, up from the previous 17.9%. Apple, Super Micro Computer, and Microsoft all exceeded expectations, showing us why they’re the big players.

Key positive surprises:

• Apple: $143.76bn vs $138.39bn expected
• Super Micro Computer: $12.68bn vs $10.42bn expected
• Microsoft: $81.27bn vs $80.31bn expected

In Health Care, revenue climbed to 10.3% from 9.0%. Giants like Cigna, CVS Health, and Eli Lilly are flexing their muscles.

Positive surprises:

• Cigna: $72.50bn vs $70.31bn expected
• CVS Health: $105.69bn vs $103.70bn expected
• Eli Lilly: $19.29bn vs $17.94bn expected
• Centene: $49.73bn vs $48.39bn expected

Communication Services isn’t lagging either, with revenue growth escalating to 12.2% from 10.2%. Plus, Industrials saw a jump to 7.8%, with Boeing, RTX, and Caterpillar exceeding forecasts.

Positive surprises:

• Boeing: $23.95bn vs $22.60bn expected
• RTX: $24.24bn vs $22.69bn expected
• Caterpillar: $19.13bn vs $17.85bn expected

Other notable surprises include:

• Apollo Global Management: $9.86bn vs $4.77bn expected
• Phillips 66: $36.33bn vs $33.86bn expected
• Amazon: $213.39bn vs $211.44bn expected
• Ford: $45.90bn vs $43.60bn expected

what’s next: cooling off

Now, let’s temper our enthusiasm with what the crystal ball shows. Analysts predict revenue growth will mellow as we trot through 2026.

• Q1 2026: 8.7% y/y
• Q2 2026: 7.9%
• Q3 2026: 7.3%
• Q4 2026: 7.4%

under the microscope

Despite solid numbers from FactSet, S&P 500 futures aren’t reflecting an upward sprint. This raises a brow as it could imply that valuations have sprinted past earnings. With stocks priced for perfection, there’s limited space for more upward movement. Still, earnings and revenue momentum offer substantial support for the current market valuations.

Sources say (see more on xStation5) that even as the market pauses, the numbers spell a story of robust growth.

Stay tuned, it’s New York after all, where anything can happen by the time you finish your morning coffee.

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Viad Corp’s stock hitting a fresh 52-week high is the talk of the town here. We’re seeing the shares waltz up to $45.71, a cool 39.07% jump in the past year. Investors seem to be betting big on Viad, their faith bolstered by the company’s strategic moves and sterling financial performance.

Viad’s Financial Performance doesn’t surprise the market squirrels. The firm posted enviable Q2 2024 earnings, outperforming predictions. Much credit goes to their GES and Pursuit sectors. Hints from Jill Bright joining the Board and Oppenheimer maintaining that ‘Outperform’ rating, only fans the flames of investor confidence.

Now, here’s a spicy nugget: Viad Corp’s unloading their GES business to Truelink Capital for a hefty $535 million. This isn’t just any transaction. It’s a tactical move paving the exit for GES, spotlighting Viad’s growing attractions and hospitality gig, Pursuit. After this high-profile sale, expect Viad to shed its old skin and be reborn, flaunting a shiny new “Pursuit” persona. David Barry, current head, is cued to rock the CEO and President hats post-sale.

Pursuit’s Bold Moves

Pursuit isn’t just lounging around. In a spectacular 2023, it hosted 3.5 million visitors, pocketing $350 million in revenue. And it seems they’ve no intention of hitting the brakes just yet. With a $20 million war chest set aside for 2024, Pursuit plans to expand through both organic growth and acquisitions. The Empire State of Mind demands big apple-sized ambitions, after all.

Viad’s recent prowess is deemed promising by InvestingPro Insights. The company has been riding on a strong tide with a solid 26.53% price return over three short months, culminating in an 11.01% uptick last week alone. Their insights even spill some coffee: an expected surge in net income this year.

Why Investors Might Keep Smiling

First up, Viad’s cruising with robust revenue growth — a tidy 17.1% bump over the last 12 months through Q3 2024. Impressive, sure, but what really tingles the spine is the 24.54% quarterly growth. Despite sporting a relatively high P/E ratio of 43.4, Viad’s 0.29 PEG ratio insinuates some hidden worth relative to its growth prospects.

Whole lotta numbers, right? But breathe easy, my friend. InvestingPro’s 12 further insights promise a port in this financial storm, allowing a more comprehensive dive into Viad’s fiscal health and stance in the market.

Whether you’re a Wall Street veteran or just climbing aboard, Viad Corp’s narrative is tantalizing — both in financial theater and strategic ballet. It’s a story echoing the ambition and grit that’s so palpable in the city that never sleeps.

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