Our Forecasts: 4Q25 Earnings

Our Financial AI® machines project that, as a group, S&P 500 companies will register a 8.3% (+/- 1.2%) year-over-year (YoY) rise in revenue for the fourth quarter of 2025. Most industries are set for sequential quarter revenue growth deceleration, defined as a decrease in YoY revenue growth between the third and fourth quarters of the year. Notably, only four sectors — communication services, consumer staples, financials, and information technology — show revenue acceleration. Regarding the year-over-year growth of aggregated earnings before interest, taxes, depreciation, and amortization (EBITDA) for the S&P 500, our Financial AI® models predict it will be in the high single digits.



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.