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