Using Factset’s Weekly Earnings Insight, Ex-Energy, SP 500 earnings are +5% – 6% for Q3 ’15, probably slightly slower than the first and 2nd quarter’s of 2015. Ex-Energy, SP 500 revenue has grown +2.2% y/y, with retail or Consumer Discretionary … Continued
Per Thomson Reuters data this week, with 172 companies having reported Q3 ’15 earnings, the EPS beat rate is strong at 70%, while the revenue beat rate remains tepid at 41%. The stat that jumped out this week, despite all … Continued
Thursday night, October 22nd, is a big night for traditional Technology Growth investors with Amazon and Google (or Alphabet, or whatever they are calling themselves these days), set to report Q3 ’15 earnings. Even though Microosft remains pretty reasonably valued, … Continued
Regular readers know that Thomson Reuters “forward 4-quarter estimate” for the SP 500 is something that has been tracked on this site since the blog began in 2012. The forward 4-quarter estimate as of October 17, 2014 was $129.34 and … Continued
Briefing.com has a decent earnings calendar and carries more prospective earnings reports than the SP 500. According to Briefing’s table, 74 companies reported earnings this past week: Beat consensus estimates: 41 Met consensus estimates: 13 Missed consensus est: 20 Here … Continued