The Lebenthal Report Episode #194: Q2 CEO Outlook - Growth Holds, Margins Tighten

The Q2 2026 Vistage CEO Confidence Index reveals cautious optimism among small and midsize business leaders. While 64% of CEOs expect revenue growth, only 48% anticipate higher profits—highlighting continued pressure on margins.

Q2 highlights:

• CEO Confidence Index: 84.2

• Revenue growth: 64%

• Profit growth: 48%

• Hiring growth: 50%

On this episode of The Lebenthal Report, the panel explores how inflation, interest rates, market uncertainty, AI adoption, and rising costs are affecting strategic planning. They also discuss the K-shaped economy, workforce changes, pricing decisions, and the importance of turning top-line growth into profitability.

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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/