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Author: Brian Gilmartin

A Look at SP 500 Sector EPS and Revenue Growth Trends into Q2 ’24

June 29, 2024 Brian Gilmartin Leave a comment

Data source: LSEG (formerly IBES data by Refinitiv) Q2 ’24 SP earnings will start in the next two weeks –…

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Posted in: Communications sector, Financial sector, Financials, Health Care sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Technology

SP 500 Earnings: June Payroll Report Next Friday

June 28, 2024 Brian Gilmartin Leave a comment

Thanks to the above table from Briefing.com, it’s labor force data week, with JOLTS due out Tuesday morning, ADP Wednesday…

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Posted in: Uncategorized

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

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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