Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. I have columns for what the 2025 and 2026 earnings estimates were on 1/10/2025 and today. The column under the date 3/11/2025 has a letter that represents the movement in 2025 earnings estimates since the most recent print (1/10/2025).

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Be in the know. 17 key reads for Tuesday…

  1. US car buyers rush to dealer lots to avoid tariff-related price hikes (reuters)
  2. U.S., China Discuss a Trump-Xi Summit for June (wsj)
  3. Alibaba.com targets 100% AI adoption by merchants in 2025 in global expansion drive (scmp)
  4. Mainland Chinese investors snap up a record amount of Hong Kong stocks to play AI (cnbc)
  5. Chinese stocks find favour on DeepSeek trade as Citigroup downgrades US equities (scmp)
  6. Deflation Weighs On China’s Markets, Mainland Investors Buy Dip In Hong Kong (chinalastnight)
  7. Chinese Stocks Notch Best NPC Gain in Seven Years on Tech Boost (bloomberg)
  8. Chinese EV Stocks Jump After Robust Sales Outlook, Tesla’s Selloff (marketwatch)
  9. Top US Utility Says Gas Can Meet Only a Fraction of Power Demand (bloomberg)
  10. Volkswagen Touts US Spending in Face of Trump’s Tariff Threats (bloomberg)
  11. Euro surges on hopes of German defence deal; dollar slips again (streetinsider)
  12. US transportation chief to meet with Boeing CEO on safety efforts (reuters)
  13. Companies seek AI solutions to supply chain fragility (ft)
  14. U.K. Retail Sales Grew Slightly in February Supported by Growth in Food (wsj)
  15. The S&P 500 Has a Case of the ‘Mondays’ Blues (barrons)
  16. The Stock Market Selloff Has Been Savage. Why It’s More Blip Than Crisis and 5 Other Things to Know Today. (barrons)
  17. Trump meets Corporate America as economic fears nip stocks (reuters)