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European companies are on track to report their strongest quarterly earnings growth in three years, driven largely by gains in the energy and financial sectors, even as concerns over the prolonged Iran war continue to weigh on the economic outlook and consumer sentiment.
According to LSEG I/B/E/S data, first-quarter earnings for European companies are expected to rise 10.2%.
The improvement comes despite the ongoing Iran war disrupting global energy supplies and increasing concerns around global growth and inflation.
Analysts also pointed to a widening performance gap between US and European markets.
Since the war began, the STOXX 600 has fallen 2.3%, while the S&P 500 has gained 8% and the tech-heavy Nasdaq Composite has advanced 17%.
Strong earnings from major technology companies also helped support US markets.
Last week, Advanced Micro Devices Inc. jumped nearly 19% after forecasting quarterly revenue above expectations due to strong demand for data-centre chips.
Meanwhile, Alphabet Inc. and Microsoft Corporation also exceeded Wall Street expectations in recent weeks.
Consumer-focused sectors in Europe continue to face mounting pressure as confidence weakens.
Euro zone consumer confidence has fallen to a three-and-a-half-year low, while higher commodity prices continue to affect consumer staples companies.
Auto stocks are down 11.5%, while retail shares have declined 8.9%, with losses increasing during earnings season.
Luxury goods giant LVMH Moët Hennessy Louis Vuitton reported a sales impact from the Iran war last month.
British pub chain JD Wetherspoon plc also issued its third profit warning in five months last week.
Analysts at Amundi Investment Institute said a prolonged conflict would likely hurt European growth and company earnings.
They also warned that firms may struggle to pass rising costs on to consumers compared with the initial inflation shock following the Ukraine war.
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