
Wolf Financial
@WOLF_Financial · 2026/6/17 01:14:02
Q1 2026 REVENUE GROWTH BY SECTOR AND THE WINNERS AND LOSERS COULD NOT BE MORE DIFFERENT
Here is how it breaks down across sectors:
Information Technology:
The split is massive. NVIDIA $NVDA, SanDisk $SNDK, Super Micro, Palantir $PLTR, and IonQ all sitting well above 100% growth. Meanwhile Qualcomm $QCOM, Intel $INTC, KLA, ARM, and AMD are clustered near flat.
Communication Services:
Alphabet $GOOGL at $109.9B and Meta $META at $56.3B both growing solidly. Baidu declining.
Consumer Discretionary:
Tesla $TSLA, Uber $UBER near flat. Disney and Ferrari slightly negative.
Energy:
ExxonMobil $XOM at $85.1B and BP both slightly negative. Energy is just not growing.
Health Care:
UnitedHealth $UNH at $111.7B declining. Eli Lilly $LLY at $19.8B growing.
Financials:
Coinbase $COIN declining. Block, PayPal, Robinhood $HOOD near flat.
Industrials:
Boeing $BA near flat at $22.2B.
The theme is simple: if you are touching AI or memory, you are growing fast. If you are not, you are flat or shrinking.
Leverage Shares ETPs EU: AI is lifting tech, but not equally.
From $QCOM's revenue decline to IonQ's 755% surge, Q1 2026 revealed one of the widest performance gaps across the sector in years.
Meanwhile, $NVDA generated $81.6B in quarterly revenue while growing 69% YoY.
原帖 ↗非投资建议