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Author: Brian Gilmartin

SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable

August 10, 2025 Brian Gilmartin Leave a comment

The height of geekdom (I know), but note the improvement in Q2 ’25 EPS and revenue growth rates expected by…

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Posted in: Weekly Earnings Update

Tech Sector Revenue Growth has Been Accelerating Since Late ’22

August 6, 2025 Brian Gilmartin Leave a comment

Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 SP 500 earnings, something caught my…

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Posted in: Technology

SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

August 3, 2025 Brian Gilmartin Leave a comment

Continuing with a table shown to readers over the last few weeks and months, here’s the SP 500 quarterly, “expected”…

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Posted in: Weekly Earnings Update

Secular Bull Markets: The Shot-Clock is Ticking

August 2, 2025 Brian Gilmartin Leave a comment

In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients,…

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Posted in: Secular Bull Market

Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole

July 27, 2025 Brian Gilmartin Leave a comment

While 4 “Mag 7” names report this week, Tuesday morning, July 29th’s release of Boeing’s (BA) 2nd quarter, 2025 financial…

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Posted in: BA

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Fundamentalis

  • Boeing Earnings Preview: Don’t Give up on the Aerospace Giant
  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)
  • Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing
  • 3rd Year in a Row of Double-Digit SP 500 Returns

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