If you’re convinced that record-high stock prices signal irrational valuations or that the U.S. economy is heading straight for a downturn, the latest corporate quarterly results might make you reconsider.
- VOO ETF is trading at record highs. Check live prices here.
U.S. corporations are delivering one of the strongest top-line beats in years, outpacing even Wall Street’s most optimistic projections and challenging the narrative that stock valuations are dangerously stretched.
Corporate America Beat The Street In Q2 2025
According to FactSet, 81% of S&P 500 companies have reported revenues above analysts’ forecasts in the second quarter, the highest rate since the second quarter of 2021’s 87% and far above the 5-year average of 70%.
On aggregate, companies are beating revenue expectations by 2.4%, a figure unmatched since the first quarter of 2023 and well above the 10-year average of 1.4%.
The year-over-year revenue growth rate stands at 6.3%, the strongest since the third quarter …