September 10, 2026
Q2 Pulse rose to 7.1 as Energy jumped 0.9
Tellvest’s Q2 2026 Earnings Pulse sits at 7.1/10 across 566 U.S. public companies, up 0.1 from Q1, with Energy leading sector gains.
Tellvest’s Q2 2026 Earnings Pulse sits at 7.1/10 across 566 U.S. public companies, up 0.1 from 7.0 in Q1.
That is a small economy-wide lift, not a boom. The sharper Tellvest-only story is who moved.
Sector moves
Energy went from 6.7 to 7.5 (+0.9). Industrials went from 6.8 to 7.5 (+0.7). Utilities slipped from 6.8 to 6.0 (−0.7). Technology stayed the most optimistic sector at 8.0/10.
Largest company gains
- Dow Inc. (DOW): 3 → 9
- LyondellBasell (LYB): 4 → 9
- Old Dominion (ODFL): 4 → 8
- Stanley Black & Decker (SWK): 4 → 8
- Stryker (SYK): 4 → 8
Those scores come from the Q2 2026 Earnings Pulse. Free company pages still show prior-quarter briefs.
Themes
Theme attention tells a different story than the headline score. Inflation mentions jumped from 108 to 181 (+73), with 114 of 182 printed as deteriorating. AI & technology stayed the top theme by volume (236 mentions, 221 improving). Trade & tariffs attention fell from 199 to 125.
Takeaway
Sentiment edged up, but Energy and a handful of industrial names did the heavy lifting while inflation talk got louder and more negative.