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Category: SP 500 Earnings Yield

SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%

March 28, 2026 Brian Gilmartin Leave a comment

The SP 500 earnings yield (SP EY) jumped back over 5% on Friday, March 27, 2026, to end the week…

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Posted in: SP 500 Earnings Yield

SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions

March 21, 2026 Brian Gilmartin Leave a comment

Five – six weeks into the Iran conflict the most surprising aspect to the SP 500 earnings data is that…

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Posted in: mu, ORCL, Sector Earnings Growth Estimates, SP 500 Earnings Yield, SP 500 estimate revision data

SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

December 6, 2025 Brian Gilmartin Leave a comment

There is still little change in the trend in forward SP 500 estimate revisions the last few weeks. This blog…

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Posted in: ORCL, SP 500 Earnings Yield, SP 500 EPS "rate-of-change", Weekly Earnings Update

The Math is Starting to Work Against Long-Term US Stock Returns

November 10, 2024 Brian Gilmartin Leave a comment

The SP 500 (SPY) is up +27.04% YTD as of 11/8/2024. The 2023 total return for the SP 500 was…

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Posted in: Average Annual Return, SP 500 Earnings Yield, SP 500 total return, Weekly Earnings Update

SP 500 Earnings: 2024: Will Actual Q4 ’23 SP 500 EPS Match 2023’s “Upside Surprises” ?

January 1, 2024 Brian Gilmartin Leave a comment

The IBES data by Refinitiv data, meaning the “This Week in Earnings” or the “Earnings Scorecard” reports were never sent…

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Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

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