Come Thursday, March 31, 2015, Thomson Reuters should publish the final Q4 ’15, bottom-up actual dollar earnings figure for the SP 500, thus we will know by Thursday night the exact full-year earnings number for the SP 500 for 2015. … Continued
Lowest Net Profit Margin Projected for S&P 500 since Q4 2012 The above link to Factset’s great discussion on SP 500 margins, dated March 18, 2016, supports this blog’s thesis from March 12, 2016, that Q1 ’16 will likely be … Continued
I wanted to post this data just to show how sector earnings data can be useful. from Thomson and Factset, and how forward estimates can be impacted by M&A. Here is the spreadsheet detailing the trends in revenue and forward … Continued
In 2015, the “forward 4-quarter” earnings estimate for the SP 500 turned negative in early April ’15 and stayed that way for all of 2015, as rapidly-declining Energy estimates and the strong dollar took its toll on SP 500 earnings. … Continued
If you read Factset’s “Earnings Insight” this weekend (and I highly recommend you read it every weekend), you will see John Butters focused on the “GAAP vs Non-GAAP” earnings debate, which surfaces a few times of year and is usually … Continued