The weekly earnings commentary will be out tomorrow, i.e. Saturday, August 4th, 2018. However today, I thought readers would be interested in looking at some “SP 500 Revenue” stats. 1.) Despite being the sector showing the fastest EPS and … Continued
Here is what the Street is expecting – by sector – for Q2 ’18 revenue growth: Energy: +19.9%, vs +17.8% as of April 15, 2018 Basic Mat: +13.2%, +11.3% as of April 15, 2018 Technology: +12.4%, vs +10.9% as of … Continued
Here is a good graph of SP 500 revenue growth, courtesy of David Aurelio of Thomson Reuters I/B/E/S. Although it seems like ancient history, readers can see the burst in revenue growth after the Tech collapse in early 2000’s, … Continued
The SP 500 fell 5.95% this past week, and is now down 2.91% year-to-date. How is Q1 ’18 revenue growth looking as we head into the start of Q1 ’18 earnings ? This blog has typically focused on SP 500 … Continued
Click on the table to enlarge the spreadsheet, but the table shows SP 500 revenue growth – by sector – from the 4th quarter of 2012. As readers can see, SP 500 revenue growth started to accelerate in Q4 … Continued
Here (above) is one of the navel-gazing-esque spreadsheets put together on long weekends to examine a data point that might be interesting both to me and readers. The goal was to simply look at Q4 ’17 and 2018 SP … Continued
Leaning bearish into 2018, these numbers were somewhat surprising: 1.) Revisions for next year have been positive for both year-over-year SP 500 EPS AND SP 500 revenue growth. 2.) The 11% expected SP 500 earnings growth for 2018 has been … Continued
Q4 ’17 revenue expectations: Energy: +17% Technology: +10% Basic Mat: +9.7% Utilities: +7.6% Industrials: +7.2% Real Estate: +6.4% Cons Disc: +5% Health Care: +4.7% Cons Spls: +4.2% Financials: +2.5% telco: +1.9% SP 500: +6,5% Q4 ’17 earnings expectations: Energy: +123% … Continued
The earlier posts this week on SP 500 revenue growth from Tuesday and Friday continue to reflect the positive revision pattern of higher revisions to expected forward revenue growth at a time when the typical pattern is downward pressure. That’s … Continued
In the last blog post, both Q2 ’17 and 2017 revenue growth was discussed and the promise was made that Factset data would be forthcoming so readers can compare it to the Thomson Reuters data: Q2 ’17 – which sectors … Continued