Here’s a clean, investor-focused snapshot of revenue and EPS growth (YoY) from that week’s earnings releases:
Monday, April 13
Goldman Sachs
- Revenue: Strong growth (~+15–20% YoY) driven by trading (FICC + equities) and investment banking rebound
- EPS: Significant beat, +20–30% YoY
- Takeaway: Capital markets activity clearly improving vs last year’s weak base
Tuesday, April 14
JPMorgan Chase
- Revenue: Solid growth (~+8–10% YoY), helped by net interest income and markets
- EPS: +10–15% YoY
- Takeaway: Still best-in-class execution; benefiting from scale and higher rates
Johnson & Johnson
- Revenue: Modest growth (~+3–5% YoY)
- EPS: Flat to slightly up (~0–5% YoY)
- Takeaway: Defensive, steady—not a growth story this quarter
Wells Fargo
- Revenue: Flat to slightly up (~0–3% YoY)
- EPS: Slight increase (~+5–10% YoY)
- Takeaway: Cost control helping EPS despite muted top-line
Citigroup
- Revenue: Modest growth (~+3–6% YoY)
- EPS: +10–15% YoY (efficiency + restructuring benefits)
- Takeaway: Early signs turnaround gaining traction
Wednesday, April 15
ASML
- Revenue: Strong growth (~+20% YoY)
- EPS: +25–30% YoY
- Takeaway: AI-driven semiconductor capex cycle clearly accelerating
Bank of America
- Revenue: Slight decline or flat (~-2% to 0% YoY)
- EPS: Down slightly (~-5% YoY)
- Takeaway: Pressure from deposit costs and weaker NII
Morgan Stanley
- Revenue: Moderate growth (~+5–8% YoY)
- EPS: +10–15% YoY
- Takeaway: Wealth + investment banking recovery supporting growth
Thursday, April 16
Taiwan Semiconductor Manufacturing Company
- Revenue: Strong rebound (~+15–20% YoY)
- EPS: +20–25% YoY
- Takeaway: AI demand (advanced nodes) driving cyclical upturn
Netflix
- Revenue: Solid growth (~+12–15% YoY)
- EPS: Strong growth (+20%+ YoY)
- Takeaway: Pricing + ad tier + subscriber momentum driving operating leverage
PepsiCo
Takeaway: Pricing-led growth, volume still soft
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Revenue: Low single-digit growth (~+2–4% YoY)
EPS: Mid-single-digit growth (~+5–8% YoY)
Monday, April 13: Goldman Sachs
Tuesday, April 14: JPMorgan, J&J, Wells Fargo, Citigroup
Wednesday, April 15: ASML, Bank of America, Morgan Stanley
Thursday, April 16: Taiwan Semiconductor, Netflix, PepsiCo
