Key Takeaways From Equity Earnings Calls: Q3 2025
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Columbia Threadneedle Investments979 FollowersFollow5ShareSavePlay(9min)CommentsSummaryCompanies exposed to long-cycle secular growth drivers are seeing extraordinary performance. The leader here is AI data center infrastructure.Select utilities are now positioned for potential double-digit earnings per share growth through 2030.On the other side of the economic divide, consumer-facing sectors are navigating a tougher environment. peshkov/iStock via Getty Images By Frank Coughlin A clear story has emerged from the third quarter earnings season - one of divergence. We are seeing a market split between companies benefiting from major secular growth trends and those navigating more traditional economicThis article was written byColumbia Threadneedle Investments979 FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
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