CFO confidence rebounds, but delivering AI's value is the next test in 2026 | Fortune
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CFO confidence rebounds, but delivering AI's value is the next test in 2026 | Fortune
"Deloitte's Q4 2025 CFO Signals report, released this morning, finds the CFO Confidence Score at 6.6, higher than the Q3 reading of 5.7, and the highest score since late 2021. The score, the highest 10, measures CFO confidence in economic conditions and sentiment about the capital markets. CFOs raised their assessment of the North American economy this quarter, with 36% rating the current environment as very good or good, and 56% saying they expect it to be much better or better in 12 months."
"However, at the same time, CFOs modestly dialed back expectations for six metrics-revenues, earnings, dividends, capital allocation, domestic hiring, and domestic wages and salaries-suggesting they are preparing to move ahead in a world where demand may be softer than hoped. This underscores the "mixed bag" reality finance leaders are navigating. On one side, risk-taking confidence, capital markets sentiment, and views on the attractiveness of the external environment have all improved, buoyed by a somewhat clearer picture on interest rates and trade policy,"
CFO confidence climbed to a 6.6 score in Q4 2025, the highest since late 2021, with improved views on the North American economy and capital markets. A survey of 200 CFOs across the U.S., Canada, and Mexico found 86% more optimistic about company prospects and nearly six in ten willing to take more risk. CFOs trimmed expectations for revenues, earnings, dividends, capital allocation, domestic hiring, and wages, signaling preparation for potentially softer demand. A recent rate cut and clearer interest-rate path reduced uncertainty, even as concerns about consumer strength are building. AI-driven efficiency expectations are adding pressure to deliver gains.
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