While all eyes are on big bank

While all eyes are on big banks for recession clues, Q1 may show resilience instead. Consumers are still spending, job markets are holding, and rate cuts are expected later this year. Unless we see sharp drops in lending or spikes in defaults, this might just be a “soft landing” story. Banks may signal caution, but that’s not the same as crisis. Watch for nuance, not panic.

25 Q1 Earnings Season: Will We See More Pessimistic Guidnace Like UNH?

UnitedHealth Q1 revenue came in at $109.575 billion, missing expectations of $111.51 billion but up from $99.796 billion a year earlier. The company now expects full-year adjusted EPS between $26 and $26.50, down from the previous forecast of $29.50 to $30. As UnitedHealth is a key component of the Dow Jones Industrial Average, the downbeat guidance sent Dow futures tumbling. Which company's earnings are you watching this season? Will this earnings season bring more pessimistic guidance? Could weaker outlooks drag U.S. equities into full-on recession trades?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":423265423716792,"tweetId":"423265423716792","gmtCreate":1744343991964,"gmtModify":1744343996812,"author":{"id":10000000000011856,"idStr":"10000000000011857","authorId":10000000000011856,"authorIdStr":"10000000000011857","name":"WendyOneP","avatar":"https://community-static.tradeup.com/news/944c6100a507a27639d75b17f9e794c2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.17","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":370,"starInvestorFlag":false},"themes":[{"themeId":"b2b4634782db490fbc6d7456d1c0a40e","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"25 Q1 Earnings Season: Will We See More Pessimistic Guidnace Like UNH?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b2b4634782db490fbc6d7456d1c0a40e}&rnconfig={\"headerBarHidden\": true}","description":"UnitedHealth Q1 revenue came in at $109.575 billion, missing expectations of $111.51 billion but up from $99.796 billion a year earlier. The company now expects full-year adjusted EPS between $26 and $26.50, down from the previous forecast of $29.50 to $30.\n\nAs UnitedHealth is a key component of the Dow Jones Industrial Average, the downbeat guidance sent Dow futures tumbling.\n\nWhich company's earnings are you watching this season?\nWill this earnings season bring more pessimistic guidance?\nCould weaker outlooks drag U.S. equities into full-on recession trades?","image":"https://community-static.tradeup.com/news/c4cb6d4e00771c7b1d69e3495fff1a97"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>While all eyes are on big banks for recession clues, Q1 may show resilience instead. Consumers are still spending, job markets are holding, and rate cuts are expected later this year. Unless we see sharp drops in lending or spikes in defaults, this might just be a “soft landing” story. Banks may signal caution, but that’s not the same as crisis. Watch for nuance, not panic.</p></body></html>","htmlText":"<html><head></head><body><p>While all eyes are on big banks for recession clues, Q1 may show resilience instead. Consumers are still spending, job markets are holding, and rate cuts are expected later this year. Unless we see sharp drops in lending or spikes in defaults, this might just be a “soft landing” story. Banks may signal caution, but that’s not the same as crisis. Watch for nuance, not panic.</p></body></html>","text":"While all eyes are on big banks for recession clues, Q1 may show resilience instead. Consumers are still spending, job markets are holding, and rate cuts are expected later this year. Unless we see sharp drops in lending or spikes in defaults, this might just be a “soft landing” story. Banks may signal caution, but that’s not the same as crisis. Watch for nuance, not panic.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/423265423716792","repostId":0,"isVote":1,"tweetType":1,"viewCount":142,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":311,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/423265423716792"}