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EarningsCallAI

Updated Jun 2026

S&P 500 Earnings, Decoded for Operators

EarningsCallAI compiles S&P 500 quarterly revenue, EPS, and net income straight from SEC EDGAR XBRL filings, computes the quarter-over-quarter and year-over-year trend, and turns each company's revenue trajectory into a plain-English operator signal — so founders and operators can spot demand trends at a glance.

310 companies. 2,480 quarters of data. Every company gets a revenue-trend Operator Signal.

Operator Signal Dashboard

41
TAILWIND
205
NEUTRAL
2
HEADWIND
62
MIXED

Tailwinds

Revenue accelerating. Demand expanding. Good signal for adjacent markets.

AMZN

Amazon.com Inc.

Consumer Discretionary

Rev: $181.5B+14.3% YoY
↗TAILWIND
GOOGL

Alphabet Inc.

Technology

Rev: $109.9B+24.5% YoY
↗TAILWIND
NVDA

NVIDIA Corporation

Technology

Rev: $81.6B+132.6% YoY
↗TAILWIND
C

Citigroup Inc.

Financials

Rev: $22.1B+10.3% YoY
↗TAILWIND
LLY

Eli Lilly and Company

Healthcare

Rev: $19.8B+73.1% YoY
↗TAILWIND

Mixed Signals

Inconsistent quarter-over-quarter. Could be seasonal or transitional.

KR

Kroger Co.

Consumer Staples

Rev: $33.9B-0.2% YoY
↔MIXED
LOW

Lowe's Companies

Consumer Discretionary

Rev: $23.1B+14.4% YoY
↔MIXED
TSLA

Tesla Inc.

Consumer Discretionary

Rev: $22.4B-11.1% YoY
↔MIXED
BA

Boeing Company

Industrials

Rev: $22.2B+24.5% YoY
↔MIXED
PEP

PepsiCo Inc.

Consumer Staples

Rev: $19.4B-16.6% YoY
↔MIXED
CAT

Caterpillar Inc.

Industrials

Rev: $17.4B+8.1% YoY
↔MIXED
IBM

International Business Machines

Technology

Rev: $15.9B+6.3% YoY
↔MIXED
PRU

Prudential Financial

Financials

Rev: $15.5B-20.3% YoY
↔MIXED
COF

Capital One Financial

Financials

Rev: $15.2B+52.1% YoY
↔MIXED
CB

Chubb Limited

Financials

Rev: $14.8B-0.5% YoY
↔MIXED
DE

Deere & Company

Industrials

Rev: $13.4B+57.1% YoY
↔MIXED
KO

The Coca-Cola Company

Consumer Staples

Rev: $12.5B+5.2% YoY
↔MIXED

All Companies by Revenue

AMZN

Amazon.com Inc.

Consumer Discretionary

Rev: $181.5B+14.3% YoY
↗TAILWIND
WMT

Walmart Inc.

Consumer Staples

Rev: $177.8B+4.8% YoY
→NEUTRAL
UNH

UnitedHealth Group Inc.

Healthcare

Rev: $111.7B+10.8% YoY
→NEUTRAL
GOOGL

Alphabet Inc.

Technology

Rev: $109.9B+24.5% YoY
↗TAILWIND
CVS

CVS Health Corporation

Healthcare

Rev: $100.4B+5.2% YoY
→NEUTRAL
BRK-B

Berkshire Hathaway Inc.

Financials

Rev: $93.7B+0.7% YoY
→NEUTRAL
XOM

Exxon Mobil Corporation

Energy

Rev: $85.1B-5.4% YoY
→NEUTRAL
NVDA

NVIDIA Corporation

Technology

Rev: $81.6B+132.6% YoY
↗TAILWIND
CI

Cigna Group

Healthcare

Rev: $68.5B+7.5% YoY
→NEUTRAL
ELV

Elevance Health

Healthcare

Rev: $50.2B+11.3% YoY
→NEUTRAL
CVX

Chevron Corporation

Energy

Rev: $48.6B-4.1% YoY
→NEUTRAL
GM

General Motors Company

Consumer Discretionary

Rev: $43.6B-10.5% YoY
→NEUTRAL
VZ

Verizon Communications

Communication Services

Rev: $34.4B+3.3% YoY
→NEUTRAL
KR

Kroger Co.

Consumer Staples

Rev: $33.9B-0.2% YoY
↔MIXED
PSX

Phillips 66

Energy

Rev: $32.5B-8.4% YoY
→NEUTRAL
VLO

Valero Energy Corp.

Energy

Rev: $32.4B-1.5% YoY
→NEUTRAL
T

AT&T Inc.

Communication Services

Rev: $31.5B+4.3% YoY
→NEUTRAL
BAC

Bank of America Corp.

Financials

Rev: $30.3B+19.4% YoY
→NEUTRAL
DIS

The Walt Disney Company

Communication Services

Rev: $25.2B+1.9% YoY
→NEUTRAL
LOW

Lowe's Companies

Consumer Discretionary

Rev: $23.1B+14.4% YoY
↔MIXED
TSLA

Tesla Inc.

Consumer Discretionary

Rev: $22.4B-11.1% YoY
↔MIXED
BA

Boeing Company

Industrials

Rev: $22.2B+24.5% YoY
↔MIXED
PGR

Progressive Corporation

Financials

Rev: $22.2B+12.5% YoY
→NEUTRAL
C

Citigroup Inc.

Financials

Rev: $22.1B+10.3% YoY
↗TAILWIND
PG

Procter & Gamble Co.

Consumer Staples

Rev: $21.2B-3.0% YoY
→NEUTRAL
GS

The Goldman Sachs Group

Financials

Rev: $20.6B-3.8% YoY
→NEUTRAL
SYY

Sysco Corporation

Consumer Staples

Rev: $20.5B+1.8% YoY
→NEUTRAL
ADM

Archer-Daniels-Midland

Consumer Staples

Rev: $20.5B+2.8% YoY
→NEUTRAL
LLY

Eli Lilly and Company

Healthcare

Rev: $19.8B+73.1% YoY
↗TAILWIND
PEP

PepsiCo Inc.

Consumer Staples

Rev: $19.4B-16.6% YoY
↔MIXED
HCA

HCA Healthcare

Healthcare

Rev: $19.1B+9.3% YoY
→NEUTRAL
MET

MetLife Inc.

Financials

Rev: $19.1B+3.4% YoY
→NEUTRAL
ACN

Accenture plc

Technology

Rev: $18.7B+5.6% YoY
→NEUTRAL
LMT

Lockheed Martin Corp.

Industrials

Rev: $18.0B+5.4% YoY
→NEUTRAL
CAT

Caterpillar Inc.

Industrials

Rev: $17.4B+8.1% YoY
↔MIXED
ALL

Allstate Corporation

Financials

Rev: $16.9B+3.0% YoY
→NEUTRAL
MRK

Merck & Co. Inc.

Healthcare

Rev: $16.3B-2.2% YoY
→NEUTRAL
IBM

International Business Machines

Technology

Rev: $15.9B+6.3% YoY
↔MIXED
COP

ConocoPhillips

Energy

Rev: $15.8B+20.9% YoY
→NEUTRAL
PRU

Prudential Financial

Financials

Rev: $15.5B-20.3% YoY
↔MIXED
COF

Capital One Financial

Financials

Rev: $15.2B+52.1% YoY
↔MIXED
ABBV

AbbVie Inc.

Healthcare

Rev: $15.0B+12.4% YoY
→NEUTRAL
CB

Chubb Limited

Financials

Rev: $14.8B-0.5% YoY
↔MIXED
PFE

Pfizer Inc.

Healthcare

Rev: $14.5B-18.4% YoY
→NEUTRAL
HPQ

HP Inc.

Technology

Rev: $14.4B+6.7% YoY
→NEUTRAL
TSN

Tyson Foods Inc.

Consumer Staples

Rev: $13.7B+0.2% YoY
→NEUTRAL
CHTR

Charter Communications

Communication Services

Rev: $13.6B-1.4% YoY
→NEUTRAL
INTC

Intel Corporation

Technology

Rev: $13.6B+2.2% YoY
→NEUTRAL
DE

Deere & Company

Industrials

Rev: $13.4B+57.1% YoY
↔MIXED
KO

The Coca-Cola Company

Consumer Staples

Rev: $12.5B+5.2% YoY
↔MIXED

Investment Themes

AI Infrastructure

Companies building and deploying AI infrastructure, chips, cloud, and platforms powering the AI wave.

20 companies3 tailwinds

Big Tech Platforms

The platform giants whose earnings move the entire market. Ad revenue, cloud, and consumer spending bellwethers.

10 companies2 tailwinds

Enterprise Software

SaaS and enterprise software, the closest read on B2B budgets and IT spending.

13 companies

Consumer Spending

Consumer discretionary bellwethers, retail, restaurants, and brand spending trends.

19 companies1 tailwinds

Healthcare & Pharma

Healthcare spending signals, pharma pipelines, diagnostics demand, and insurance trends.

23 companies1 tailwinds

Fintech & Payments

Payment volumes and financial services, the real-time pulse of consumer and business transactions.

16 companies1 tailwinds

Energy & Commodities

Energy sector earnings reveal macro trends, input costs, capex cycles, and industrial demand.

16 companies

Industrials & Capex

Industrial bellwethers, capex cycles, supply chain health, and manufacturing demand signals.

20 companies

Real Estate & REITs

Real estate investment trusts, interest rate sensitivity, occupancy trends, and property demand.

13 companies

Utilities & Infrastructure

Regulated utilities and infrastructure, rate case outcomes, energy transition investments, and demand growth.

12 companies

Travel & Leisure

Travel and leisure companies, consumer confidence, booking trends, and experience economy signals.

14 companies

Materials & Commodities

Materials and mining companies, construction demand, commodity prices, and industrial production signals.

13 companies

Frequently Asked Questions

What is the Operator Signal Score?

The Operator Signal Score rates S&P 500 companies as TAILWIND, NEUTRAL, HEADWIND, or MIXED based purely on reported revenue growth trends across recent quarters. A TAILWIND means revenue is accelerating, which signals expanding demand and opportunity for adjacent markets and suppliers. A HEADWIND means revenue is decelerating or contracting, suggesting caution for companies in that ecosystem. MIXED means the quarter-to-quarter direction is inconsistent. NEUTRAL means revenue is roughly flat. The signal is computed from the revenue figures alone — it does not read management commentary or guidance.

Where does this data come from?

All financial data comes directly from SEC EDGAR XBRL filings, the standardized data that companies are legally required to file with the Securities and Exchange Commission. We read revenue, earnings per share (EPS), and net income from quarterly 10-Q and annual 10-K filings. This is reported, audited financial data — not analyst estimates, press-release numbers, or call transcripts — which makes it reliable for trend analysis. Where a company has not yet filed a given quarter, we mark it as not yet available rather than estimating it.

Who is this for?

Founders and operators who want to track what large-company revenue trends mean for their own business, without reading full filings. If a company you sell into is accelerating, that demand often flows downstream; if revenue is slowing, budgets tend to tighten across the ecosystem. We turn each company's reported revenue trajectory into a plain-English operator signal so you can spot demand trends and macro headwinds early. For the segment-level detail behind any headline number, we link to the company's SEC filing.

What does EPS (Earnings Per Share) mean?

Earnings Per Share (EPS) is a company's net income divided by its outstanding shares — a per-share measure of profitability and one of the most-watched metrics on Wall Street. We report the diluted EPS figure as tagged in the company's SEC XBRL filing, so you can track profitability per share across quarters alongside revenue and net income.

How do you determine if a company is a tailwind or headwind?

We compute year-over-year revenue growth across the available quarters (up to eight). If growth is consistently positive and accelerating, the company gets a TAILWIND. If growth is consistently negative or decelerating, it gets a HEADWIND. Companies with an inconsistent quarter-to-quarter direction receive MIXED, and roughly flat revenue is NEUTRAL. Confidence is higher when more quarters of data agree. The classification is mechanical and based on revenue figures only.

How often is the data updated?

We update company data as each company files with the SEC. Most S&P 500 companies file on a predictable schedule, with the heaviest concentration in January, April, July, and October. Signals are recomputed as new quarterly filings are published. Between earnings seasons, the data reflects the most recently filed quarter for each company. The footer shows the most recent refresh date.