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
SP 500 earnings are the “straw that stirs the drink” as Reggie Jackson once said about himself during one of the late 1970’s World Series runs by the New York Yankees slugger. However, revenue growth is just as important. Something … Continued
Here was the forecast for Q3 ’16 at the start of Q4 ’16. Per Thomson Reuters, which is my primary earnings data provider, actual Q3 ’16 earnings grew 4.3%, but Ex-Energy, SP 500 earnings grew 7.9%. Pretty good growth. For … Continued
Typically, there is always one or two data points that jump out from the Thomson or Factset earnings summaries which come out each Friday afternoon. This week, it was noted on page 5 of the Factset Earnings Insight, that Q4 … Continued
Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all eyes should be on 2017 SP 500 earnings estimates and the potential impact from not just personal tax rate reductions, … Continued
A couple of corrections for readers: Q3 ’16 Sp 500 earnings are up +3%, and NOT +3.6% as was detailed in yesterday’s headline; In the October 2nd blog post linked yesterday, this sentence, “If we add or average the Thomson … Continued
Are Energy and Financials tied at the hip now in terms of sector performance ? If crude oil trades below $28 again, and makes a run for $20, does that mean the Financial sector sees another 10% drawdown ? Could … Continued
Using the Thomson Reuters data, with Q4 ’15 earnings complete for all but 70 SP 500 companies, the year-over-year earnings growth for the SP 500 will be about -1% when the final print is made April ‘1 ’16. For 2016, … Continued
With about 60% of the SP 500 having reported Q4 ’15 financial results, SP 500 earnings growth “ex-Energy” is +2.10%, with revenue growth just barely positive at +0.90%. Here is the working spreadsheet, data courtesy of David Aurelio of ThomsonReuters … Continued