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Revisiting Whether Bigger Is Better (or Worse) for Earnings

Last week, as earnings season was kicking into gear, we published an analysis of the post-earnings moves of the S&P 500 (SPX) components that had reported from July 1 through July 25th. Our conclusion at the time was that more highly weighted companies were underperforming, implying a bit more scrutiny was being placed upon the results. That seems to have abated after the solid responses to some megacap earnings last week.
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ADMISI broke the news in on Wednesday, August 6, 2025.
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