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Author: Brian Gilmartin

FedEx Earnings Summary: PE Still Cheap to Growth, Freight Spinoff Adds to Valuation Story

June 27, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reported their fiscal Q4 ’24 earnings results Tuesday night, June 25th, 2024 after the closing bell, and the…

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Posted in: FDX

FedEx Earnings Preview: Stock’s Cheap on Forward PE and 5% Free-Cash Yield Basis

June 23, 2024 Brian Gilmartin Leave a comment

FedEx revenue has declined on a y-o-y (yoy) basis for the last 6 quarters. When the transportation giant reports their…

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Posted in: FDX

SP 500 Earnings: Don’t Ignore 2025 Estimates

June 22, 2024 Brian Gilmartin Leave a comment

This week the blog is starting off with what I call the “spot curve” of the forward 4-quarter estimates of…

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Posted in: Weekly Earnings Update

Nike Earnings Preview: Fiscal ’25 Guidance is All That Matters

June 21, 2024 Brian Gilmartin Leave a comment

Nike (NKE) the athletic apparel and footwear giant whose stock has fallen about 50% from its late November, 2021, highs…

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Posted in: NKE

How has Expected Q2 ’24 Earnings and Revenue Growth Changed in the Last 8 Weeks

June 17, 2024 Brian Gilmartin Leave a comment

It’s no surprise but for Q1 ’24 earnings growth 10 of the 11 sectors of the SP 500 saw actual…

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Posted in: Q2 '24 SP 500 EPS and revenue growth expectations

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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