--- title: "Goldman Sachs strategist: The proportion of U.S. corporate earnings exceeding expectations ranks among the highest in history" description: "Goldman Sachs strategists pointed out that the proportion of U.S. companies exceeding expectations in their third-quarter earnings reports is among the highest on record. The team led by David Kostin " type: "news" locale: "en" url: "https://longbridge.com/en/news/263984720.md" published_at: "2025-11-03T10:07:12.000Z" --- # Goldman Sachs strategist: The proportion of U.S. corporate earnings exceeding expectations ranks among the highest in history > Goldman Sachs strategists pointed out that the proportion of U.S. companies exceeding expectations in their third-quarter earnings reports is among the highest on record. The team led by David Kostin noted, "In our 25 years of data, only during the COVID-19 pandemic restart in 2020-2021 have we seen such a high frequency of earnings surprises." Among the S&P 500 constituents that have reported results, 64% of companies had earnings per share that exceeded market expectations by at least one standard deviation. (Bloomberg) Goldman Sachs strategists pointed out that the proportion of U.S. companies exceeding expectations in their third-quarter earnings reports is among the highest on record. The team led by David Kostin noted, "In our 25 years of data, such a high frequency of earnings surprises has only occurred during the COVID-19 pandemic restart period of 2020-2021." Among the S&P 500 constituents that have reported earnings, 64% of companies had earnings per share that exceeded market expectations by at least one standard deviation. (Bloomberg) ### Related Stocks - [GS.US - Goldman Sachs](https://longbridge.com/en/quote/GS.US.md) - [.SPX.US - S&P 500](https://longbridge.com/en/quote/.SPX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 高盛公司前普通合夥人 Paul Efron 加入 Star Mountain Capital 擔任高級顧問 | 保羅·埃夫隆(Paul Efron),前高盛(Goldman Sachs)普通合夥人,已加入星山資本(Star Mountain Capital)擔任高級顧問。埃夫隆在投資和資本市場方面擁有超過 40 年的經驗,將為公司的使命提供戰略見解, | [Link](https://longbridge.com/en/news/276214085.md) | | 特朗普暗示違法徵收的關税不退了,美財長稱今年關税收入將 “基本保持不變” | 美國總統特朗普暗示不會退還被最高法院裁定違法的關税,預計 2026 年關税收入將保持不變。特朗普計劃簽署行政令,對全球商品加徵 10% 進口關税,取代被推翻的關税。財長貝森特表示,政府將利用替代法律權力維持關税收入,強調國家安全和財政收入不 | [Link](https://longbridge.com/en/news/276494362.md) | | 行業對美國最高法院關於特朗普全球關税裁決的反應 | 美國最高法院推翻特朗普緊急關税的裁決受到企業和行業團體的歡迎,他們將此視為一種解脱,但預計退款過程將會複雜。行業領導者強調了可預測貿易政策的必要性,並對持續的不確定性感到擔憂。各方利益相關者的評論突顯了關税徵收透明度的重要性,以及在中介應對 | [Link](https://longbridge.com/en/news/276482621.md) | | 美財政部讓步,擬修訂主權財富基金税收提案,此前遭私募業警告 | 美國財政部正就一項針對主權財富基金和公共養老基金徵税方式進行全面改革的提案作出讓步。相關提案此前由美國國税局提出,擬更新税法第 892 條,將這些基金持有的多數美國債務投資歸為商業活動,這將令其面臨被徵税的風險。此前,私募信貸和私募股權公司 | [Link](https://longbridge.com/en/news/276491732.md) | | 一文讀懂 2026 年至今的全球市場:什麼在漲?美股為何不行?這種趨勢會持續嗎? | 高盛報告揭示 2026 年市場新風向:週期性資產上漲仍有空間;但 AI 等熱門主題估值過高,高波動或成為未來常態;美元將持續疲軟;建議警惕高估值板塊,分散股票持倉、保持健康的非美敞口(包括新興市場),以及較長期限指數波動率的做多頭寸。 | [Link](https://longbridge.com/en/news/276406606.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.