Weak Dollar, Strong Earnings: Global Exposure Lifts U.S. Firms

With the dollar down ~9% in the last year, exporters benefit and U.S. firms with significant international revenue posted stronger Q4 2025 earnings and revenue growth (18% and 12%) than domestically focused peers (10% and 7.7%), helping the broader S&P 500 rise (13% earnings, 8.8% revenue). The article also flags upcoming bullish and bearish earnings screens and highlights Quanta Services as a bullish example and Booking Holdings as a bearish one ahead of next week’s reports.