Our 2Q25 Forecasts

Our models predict that, collectively, S&P 500 companies will report a 4.35% (+/- 0.2%) YoY increase in revenue and margin growth for the second quarter of 2025. Sectors are nearly evenly split between revenue acceleration and deceleration, as reflected by a rise or fall in year-over-year (YoY) revenue growth from the first to the second calendar quarter.  Interestingly, only the energy sector exhibits significant declining revenue figures. Concerning earnings before interest, taxes, depreciation, and amortization (EBITDA), our algorithms forecast a deceleration for most sectors in both EBITDA and EBITDA margins.

Our Financial AI® delivers forecasts from the company level — including non-GAAP gross income, EBITDA, operating metrics, and product segments — to aggregated sectors and indices. Our models employ over 1,400 high-quality, publicly available data sources like SEC filings, government agencies, and industry associations. Using our Financial AI®’s agent, users can query forecasts and drill into key drivers shaped by complex ecosystems of extensive supply chains, global end markets, and diverse product mixes.

Paired with our chat-based modeling solution, users can instantly construct and backtest custom strategies using our proprietary forecasts and 400,000+ prebuilt indicators spanning technical, economic, and valuation metrics. Whether you're building long/short equity baskets, macro overlays, options trades, or complex multi-asset portfolios across 5,000+ stocks, 3,000 ETFs, 60 million options contracts, and all major cryptocurrencies, The Financial AI® turns insight into action — faster than ever.

To gain access, please contact us at financialai@bigdatafed.com.