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Goldman Sachs strategists said that before the third quarter earnings season begins, analysts have high expectations for profit growth in European companies. According to a team led by Peter Oppenheimer and Sharon Bell, the market unanimously expected the earnings per share of the Stoke Europe 600 Index constituent stocks to increase 25% year-on-year in the third quarter. They mentioned that the market's unanimous expectation of a 22% year-on-year increase in earnings per share for the index's constituent stocks in the second half of the year. The strategist said that strong growth was mainly due to commodity producers benefiting from higher energy prices, while there were “niche effects and other one-time factors.”

Zhitongcaijing·10/02/2026 10:57:05
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Goldman Sachs strategists said that before the third quarter earnings season begins, analysts have high expectations for profit growth in European companies. According to a team led by Peter Oppenheimer and Sharon Bell, the market unanimously expected the earnings per share of the Stoke Europe 600 Index constituent stocks to increase 25% year-on-year in the third quarter. They mentioned that the market's unanimous expectation of a 22% year-on-year increase in earnings per share for the index's constituent stocks in the second half of the year. The strategist said that strong growth was mainly due to commodity producers benefiting from higher energy prices, while there were “niche effects and other one-time factors.”