As Q2 2025 earnings season begins, CFOs are facing challenges from new tariffs, changing consumer demand, and increased market scrutiny. The first quarter experienced a pull-forward in demand, but Q2 will challenge companies to manage margins, supply chain issues, and trade policy risks. Major U.S. banks will lead the reporting this week, with analysts focusing on the effects of tariffs on corporate profits. Earnings growth is projected to decelerate but has stabilized from early April's sharp decline, particularly in tariff-affected industries.
CFOs are navigating a landscape shaped by new tariffs, shifting consumer demand, and heightened market scrutiny as Q2 2025 earnings season begins.
The first quarter benefited from a pull-forward of demand, while Q2 will test companies' ability to manage margin pressure, supply chain disruptions, and trade policy risks.
A key theme is the impact of tariffs and trade policy uncertainty, closely watched by analysts for margin pressures and signs of slowing consumer demand.
Overall earnings growth is expected to decelerate from the last quarter, but estimates have stabilized in recent weeks after falling sharply in early April.
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