Financial data analysis of the U.S. 'Magnificent Seven' stocks for FY2025 and financial forecasts for FY2026

With NVIDIA’s latest fiscal-year financial results officially disclosed last month, the full set of FY2025 operating data for the U.S. 'Magnificent Seven' tech giants—NVIDIA, Apple, Google, Microsoft, Amazon, Tesla, and Meta—is now complete. This article systematically compiles the core financial metrics of all seven companies for FY2025, and consolidates major institutions’ earnings forecasts for Q1 and the full year of FY2026, supplemented by valuation analysis. I. FY2025 Financial Data The fiscal-year periods covered across these seven companies vary slightly. All core financial metrics cited herein are drawn from each company’s consolidated financial statements for FY2025, with units standardized in USD billions. Specific figures are presented in the table below: II. Q1 FY2026 Forecasts Based on the FY2025 operating performance of the seven companies, industry development trends, and corporate business strategies, major institutions have issued forecasts for their key financial metrics in Q1 FY2026. Revenue and net profit figures represent consensus forecast averages from these institutions (in USD billions), as shown in the table below: III. Full-Year FY2026 Forecasts

Macroeconomic indicators snapshot for H1 2026 + summary of listed companies’ earnings previews

This dataset covers a total of 1,614 companies (1,664 per media reporting口径, with some entries missing). As this compilation was conducted independently using an AI agent—not professional databases such as Wind—its accuracy is inherently lower. A special note: omissions are inevitable; absolute precision cannot be guaranteed, and all related statements should therefore be treated as reference only. Among the 1,614 earnings previews reviewed, the general picture is as follows: improved performance among resource-sector firms, select chemical/petrochemical companies, memory-chip manufacturers, securities firms, and certain overseas-expansion or digital-content enterprises; meanwhile, real estate, the photovoltaic (PV) main industrial chain, some coal-fired power generators, traditional manufacturers, and automakers within highly competitive supply chains remain under pressure. In terms of earnings outcomes: 341 companies forecast year-on-year growth (‘positive growth’); 233 forecast growth ≥50%; and 140 forecast a turnaround from loss to profit—totaling 714 companies, or 44.26% of the 1,613 valid cases (a ~1.4-percentage-point deviation from the media-reported 42.97%, which remains within an acceptable margin for individual compilation). Another 712 companies forecast losses or continued losses (44.14%); 183 forecast declines (11.35%); and the remainder—fewer than 4 cases (<0.25%)—likely reflect minor data inconsistencies, with negligible impact on overall statistics. It is also important to note that positive earnings revisions stem from two distinct sources: (1) improvements in core operations—including volume, pricing, and supply-demand dynamics; and (2) non-recurring items such as investment gains, fair-value adjustments, asset disposals, and debt restructuring. A substantial number of companies’ earnings improvements derive from the latter category, which significantly boosts net income attributable to shareholders but does not necessarily signal enhanced operational quality. II. Macroeconomic Indicators 2.1 CPI and Retail Sales (Social Consumption) As verified against publicly available data up to the time of this report, the YoY CPI shifted from the low levels seen in H1 2025 to approximately 0.98% in H1 2026, with monthly figures for January–June standing at 0.2%, 1.3%, 1.0%, 1.2%, 1.2%, and 1.0%, respectively. Retail sales data show strong recovery in H1 2025: growth remained above 5% during March–May, peaking at 6.4% in May—the highest rate in this cycle. Starting in June, however, growth declined sequentially each month, falling to 0.9% by year-end, reflecting a clear quarter-on-quarter weakening trend throughout 2025. In 2026, momentum remained subdued. Year-on-year growth weakened markedly at the start of the year, declining continuously through May into negative territory, before posting a modest rebound in June. CPI alone suggests a markedly improved price environment for residents compared to H1 2025—but average YoY retail sales growth stood at only ~0.6%. Taken together, CPI improvement cannot be interpreted as evidence of broad-based consumer demand recovery. 2.2 PPI YoY PPI shifted from an average of −2.77% in H1 2025 to an average of +1.50% in H1 2026, rising from 0.5% in March to 4.1% in June—a notably clear improvement. However, rising PPI alone does not confirm robust end-demand. If price increases stem from supply constraints, external shocks, or cost-push factors, downstream firms may face mounting pressure instead. Indeed, PV, steel, certain automotive, and coal-fired power generation firms currently exemplify situations where product prices—or electricity tariffs—are weaker than cost pressures or competitive intensity. 2.3 PMI, Retail Sales, and Fixed-Asset Investment PMI rose from 49.3 in January 2026 and 49.0 in February, to 50.4 in March, 50.3 in April, 50.0 in May, and 50.3 in June. H1 2026’s average PMI stood at 49.88—slightly above H1 2025’s 49.67.

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