Q2 2026 Earnings Review: Performance, Market Revisions, Sentiment

Summary The S&P 500 continued its march to fresh all-time highs through Q2 2026. The index has pulled back modestly from its highs heading into September, with oil prices and Treasury yields climbing on the fresh round of strikes in the Persian Gulf. With the market now digesting both a historic earnings season and a reignited geopolitical shock, the key question heading into Q3 is whether corporate fundamentals can continue to outrun the macro overhang. mohd izzuan/iStock via Getty Images The S&P 500 continued its march to fresh all-time highs through Q2 2026, extending a rally that has defined much of the year, before a bout of late-summer volatility took hold as renewed US-Iran hostilities reignited This article was written by S&P Global Market Intelligence 28 Followers Follow S&P Global Market Intelligence provides data, news, research and analysis on global public and private companies.