How Buybacks Are Changing the Game for Earnings per Share

In this episode of The Quarterly Review, Lucas and Luna dig into a surprising trend in the latest earnings season: despite sluggish GDP growth and a market pullback, many companies are reporting stronger earnings per share—thanks to aggressive share buybacks. With the S&P 500 down 0.8% on the week and real GDP growth slowing to 1.5%, the hosts explore how buybacks are propping up EPS and what that means for investors. They discuss the mechanics of buybacks, the impact on valuations, and why some analysts are questioning the sustainability of this EPS boost. The conversation also touches on the divergence between value and growth stocks, with value ETFs showing relative strength. Tune in for a clear-eyed look at one of the most debated corporate finance tools of 2026. #Buybacks #EarningsSeason #EPS #ShareRepurchases #StockMarket #GDPGrowth #ValueStocks #GrowthStocks #CorporateFinance #Investing #MarketAnalysis #S&P500 #QuarterlyReview #FexingoBusiness #BusinessPodcast #FinancePodcast #2026Outlook #EarningsAnalysis Keep every episode free: buymeacoffee.com/fexingo