Weekly Market Recap – October 27, 2025

The 3Q25 earnings season is off to a strong start. With 25% of market cap reporting, consensus is projecting year-over year (y/y) EPS growth of 8.5%, slightly above the long-term median of 8.0%. Looking at the three main sources of EPS growth, sales, margins and shares are expected to contribute 5.9, 3.6, and 1.0%-pts, respectively.