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Michael Kantro: Corporate margins continue to rise as cyclical and secular forces play out

Michael Kantro: Corporate margins continue to rise as cyclical and secular forces play out
Corporate margins surge beyond large-cap firms

Corporate margins are continuing to rise sharply, driven by a combination of cyclical and secular factors. Michael Kantro observed that not only are realized numbers increasing, but forward-looking estimates are also climbing, a trend that extends beyond just large-cap companies.

Earlier, Michael Kantro cautioned that SPX price momentum could weaken if earnings growth does not reach 30–40% levels, citing a range of market indicators in a previous analysis. He has also observed that economic strength remains concentrated among the largest companies and oldest consumers, while other segments show slower progress, according to a separate report. These observations provide context to the recent climb in corporate margins.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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