NYSE CRTR Economy Event Watch the replay →
MoneyShow Chart of the Day 10/21/2025: THESE Sectors Should Drive Q3 Profit Growth
Earnings season is heating up, and just four sectors are expected to power nearly all of Wall Street’s profit growth this quarter.
Keep up with what matters in ETFs
Get timely ETF insights, market trends, and top ideas straight to your inbox.
Your newsletter subscriptions with us are subject to ETF Central's Privacy Policy and Terms and Conditions.
It’s still early in the third-quarter earnings season, with only 12% of S&P 500 Index (^SPX) companies reporting results so far. But if analysts are right, four sectors will fuel most of this quarter’s profit growth.
Take a look at the MoneyShow Chart of the Day, which comes courtesy of FactSet. You can see that analysts expect the greatest growth to come from the information technology sector at 21%, followed by financials (18.2%), utilities (17.3%), and materials (13.1%). The worst results will likely emanate from the energy (-5.3%) and healthcare (-4.6%) groups.
The ETF Industry Is Evolving Fast
From AI infrastructure to active strategies, the ETF landscape is shifting. Share your perspective in the 7th Annual Global ETF Survey and get exclusive early access to the final report.
Which Sectors Will Drive Corporate Profit Growth in Q3?
Source: FactSet
This week, the pace of reporting will ramp up notably. Roughly one-fifth of S&P 500 companies are going to share their latest results with investors. But at this early stage, 86% of reporting firms have beaten analyst estimates for earnings per share – well above the 10-year average of 75%. FactSet notes that 84% of reporting firms have also beaten sales targets, compared with an average of 66%.
Again, it’s a little early to break out the champagne. But if profit growth does meet or top expectations in key sectors like technology and financials, it could be just the thing to help push stocks higher into year end!
As of late-October, the Technology Select Sector SPDR Fund (XLK) and Utilities Select Sector SPDR Fund (XLU) are showing year-to-date gains of more than 23%, while the Financial Select Sector SPDR Fund (XLF) is up 9%. The SPDR S&P 500 ETF Trust (SPY) has returned 14.3% by comparison.
If you want to get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here
Please note: This is syndicated content and reflects the author’s personal views. It does not represent the opinions of this publication or its affiliates. The article is for informational purposes only and does not constitute investment advice. Always consult a registered financial professional before making any investment decisions.
Mentioned ETFs
Further reading
Latest ETF News
See all ETF newsMoneyShow Chart of the Day 6/3/26: AI. AI. AI. (And a Handful of Other Stocks, Too)
MoneyShow Chart of the Day 5/27/26: SpaceX Hype Sends Space Stocks into Orbit
Advantages of ETFs over Mutual Funds1/6
Lower Costs
In this guide, we'll explore the advantages of ETFs over mutual funds, giving you valuable insights into why ETFs have gained significant popularity among investors like yourself.
Leveraged ETFs: Unlocking the Potential for Amplified Returns1/6
Understanding Leveraged ETFs
Explore leveraged ETFs: potential for amplified returns & risks. 5 ETFs to consider across equities, commodities & fixed income.
What is a Leveraged ETF?1/6
Introducing Leveraged and Inverse ETFs
In this guide, we'll dive into the world of leveraged ETFs, exploring their definition, mechanics, potential risks, and rewards.
Recent educational content
Asset TV
The ETF Show - New Autism-Impact ETF Launched
Defiance ETFs has launched the first ETF, $ASD, focused on the autism ecosystem, investing in companies that provide services, products, and research related to autism and neurodivergence.
ETF Trends
ETF Industry KPIs June 1, 2026
The ETF Industry saw 22 New Launches, 1 Ticker Change and 1 closure last week.
ETF Trends
ETF Industry KPIs May 20, 2026
The ETF Industry saw 44 New Launches, 3 Mutual Fund Conversions and 9 closures last week.
Asset TV
The ETF Show - Politics Becomes Investable Trade through ETFs
Dan Weiskopf, Senior Portfolio Manager at Tidal Financial Group spoke with the ETF Show about Subversive ETFs that help investors trade like politicians.
Browse all educational columns
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
