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Market Commentary
Earnings Season's 86% Beat Rate Sounds Great. Here's What It Doesn't Tell You

S&P 500 companies are beating earnings estimates at the highest rate since 2021, and this week brings one of the year's heaviest reporting slates. Here's why a high beat rate is a squishier signal than it looks — and what actually prices in an individual stock's earnings risk.

August 2, 2026