S&P 500 companies can't stop talking about higher oil prices. But few say they'll actually hit profits.

CEOs are expressing concern that the Iran war and high oil prices could pressure profits, but current earnings-call evidence suggests those worries have not materially changed 2025 profit expectations yet. The article is more a check on sentiment than a sign of immediate earnings deterioration, with limited near-term market impact.

Analysis

CEOs are expressing concern that the Iran war and high oil prices could pressure profits, but current earnings-call evidence suggests those worries have not materially changed 2025 profit expectations yet. The article is more a check on sentiment than a sign of immediate earnings deterioration, with limited near-term market impact.