10 Companies Churn Out The Biggest Profits In The S&P 500

Investors Business Daily | February 18, 2026 at 01:50 PM UTC
Bullish 76% Confidence Unanimous Agreement
Read Original Article

Key Points

  • Alphabet topped all S&P 500 firms with $132.2 billion in 2025 adjusted net income, surpassing Apple's $117.8 billion and Microsoft's $114.8 billion
  • The S&P 500 is experiencing its fifth consecutive quarter of double-digit earnings growth, with a blended year-over-year growth rate of 13.2% for Q4 2025
  • Not all top profit generators saw stock declines: Johnson & Johnson shares rose nearly 18% in 2026 with $26.2 billion in 2024 net income, while Exxon Mobil ranked seventh with $30.1 billion in earnings

AI Summary

Summary: Top 10 S&P 500 Profit Leaders for 2025

Key Findings:

Ten S&P 500 companies generated over $23 billion in adjusted net income during 2025, led by tech giants and major financial institutions. The analysis, conducted by Investor's Business Daily using S&P Global Market Intelligence data, reveals significant profit concentration among industry leaders.

Top Performers:

  • Alphabet (GOOGL): $132.2 billion (highest, despite not being most valuable by market cap)
  • Apple (AAPL): $117.8 billion
  • Microsoft (MSFT): $114.8 billion
  • Amazon (AMZN): $77.7 billion
  • Meta Platforms (META): $76.4 billion
  • JPMorgan Chase (JPM): $55.2 billion
  • Exxon Mobil (XOM): $30.1 billion
  • Bank of America (BAC): $29.1 billion
  • Johnson & Johnson (JNJ): $26.2 billion
  • Visa (V): $23.2 billion

Market Context:

The S&P 500 is experiencing its fifth consecutive quarter of double-digit earnings growth, with Q4 2025 blended year-over-year growth at 13.2%, according to FactSet's John Butters.

Sector Performance:

Despite massive profits, technology leaders face investor skepticism regarding AI investment returns. However, some sectors show strength:

  • Johnson & Johnson: Up nearly 18% YTD, with Q4 adjusted earnings up 21%
  • Energy: Mixed performance amid profit concerns

Forward Outlook:

Analysts project continued growth for Alphabet, anticipating 23% profit increase in 2026 and 17% in 2027. Johnson & Johnson expected to grow 7% (2026) and 8% (2027).

The concentration of profits among these ten companies highlights their dominance across Communication Services, Information Technology, Financials, Consumer Discretionary, Energy, and Healthcare sectors.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 80%
Claude 4.5 Haiku Bullish 68%
Gemini 2.5 Flash Bullish 80%
Consensus Bullish 76%