The U.S. stock earnings season starts strong, potentially achieving the best performance in four years

The proportion of U.S. companies exceeding earnings expectations in this earnings season has reached its highest level in over four years, providing some relief to investors as the stock market's rise slows down. According to compiled data, approximately 85% of the S&P 500 index constituent companies that have reported third-quarter results have exceeded earnings expectations, likely marking the best performance since 2021. Although we are still in the early stages of the earnings season, with less than one-fifth of the total market capitalization of the index having reported results, this trend indicates that U.S. companies' profitability remains strong amid tariffs and economic uncertainty