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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Financial Services sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Financial - Credit Services industry is 7.9/10 across 9 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 9-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
Average sentiment across the six-name panel held at 7.17, unchanged from the prior quarter, but the composition moved underneath it. Visa (V) rose from 8 to 9, the only network to gain, after raising full-year FY2026 guidance for net revenue growth to low double-digit to low teens from low double-digit. Synchrony Financial (SYF) posted the largest move, climbing from 5 to 7. American Express (AXP) eased from 9 to 8 and Mastercard (MA) from 9 to 8, both on the revenue-growth scoring base while their themes stayed net positive rather than on any weakness in the quarter. PayPal (PYPL) slipped from 6 to 5, and Capital One (COF) held. Pricing-pressure flags fell from 2 to 1 and cost-pressure flags from 2 to 0.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 8 | 251 |
| Credit | 5 | 32 |
| AI & Tech | 4 | 4 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.