Revenue Period S&P 500 Total 2020E 2019E 5.4% 2018E 8.4% 2017 6.6% 2016 1.1% 2015 -3.6% 2014 3.9% 2013 1.5% 2012 1.7% Source: Refinitiv IBES Thanks to Tajinder Dhillon, part of David Aurelio’s team at Refinitiv IBES, the old … Continued
David I. Templeton of Horan Capital Advisors out of Cincinnati, posted this Q3 ’18 SP 500 revenue update to Twitter (@HoranCapitalAdvisors) on Saturday, October 27th, 2018. It’s important info, but to supplement David’s work, let’s take a look at … Continued
Here is a quick history of the SP 500’s y/y revenue growth since early 2015: Q3 ’18: +7.3% (est) Q2 ’18: +10.0% Q1 ’18: +7.3% Q4 ’17: +8.0% Q3 ’17: +6.0% Q2 ’17: +5.3% Q1 ’17: +7.7% Q4 ’16: +5.0% … Continued
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