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Author: Brian Gilmartin

FedEx Post Earnings: Stock Jumps on Better Express Margins

March 26, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reported their fiscal Q3 ’24 financial results after the bell last Thursday night, March 21st, and while revenue…

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Posted in: FDX

Nike Post Earnings: Stay With the Brand

March 25, 2024 Brian Gilmartin Leave a comment

Nike reported their fiscal Q3 ’24 earnings and revenue last Thursday night, March 21, and although both EPS and revenue…

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Posted in: NKE

SP 500 Earnings: One Week Left in Quarter, Q1 ’24 SP 500 Earnings Appear in Good Shape

March 24, 2024 Brian Gilmartin Leave a comment

SP 500 data: The forward -quarter SP 500 EPS estimate this week (data is of Wednesday, 3/20 last week, as…

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Posted in: Weekly Earnings Update

FedEx Earnings Preview: With FedEx One and AI, All About FedEx’s Margins

March 21, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reports their fiscal Q3 ’24 tonight, March 21 ’24 after the closing bell. Analyst consensus: Revenue: $22 bl…

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Posted in: FDX

Nike Earnings Preview: EPS, Revenue Estimates Still Declining but 4% Free-Cash Yield Helps

March 19, 2024 Brian Gilmartin Leave a comment

After hitting an all-time-high in November ’21 at $179.10, Nike has had a tough 2.5 years as the stock is…

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Posted in: NKE

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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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