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Category: Weekly Earnings Update

SP 500 Earnings: The Upward Revisions Are a Big Positive

April 26, 2024 Brian Gilmartin Leave a comment

It was only after posting last week’s SP 500 earnings update that it was realized that the data metrics usually…

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Posted in: Weekly Earnings Update

SP 500 Earnings: So Far, the Pattern is Typical, But Mega-cap Earnings This Week Loom Large

April 20, 2024 Brian Gilmartin Leave a comment

In this “Market Cap vs Earnings Weight” post from March 28th, ’24, the dynamic between the two “weights” was discussed…

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Posted in: 2000, PE expansion / contraction, Weekly Earnings Update

Q1 ’24 SP 500 Earnings (and JNJ): Expecting Another Normal Earnings Season

April 13, 2024 Brian Gilmartin Leave a comment

Per LSEG, only 29 companies have reported their Q1 ’24 earnings so far, and the big banks that reported on…

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Posted in: Financial sector, Health Care sector, Industrial sector, Weekly Earnings Update

SP 500 Earnings: New Quarter, Will the “Upside Surprise” Factor Continue in 2024 ?

April 6, 2024 Brian Gilmartin Leave a comment

The quarterly “bump” in forward 4-quarter EPS occurred this week, as the months rolled from March to April ’24. More…

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Posted in: Weekly Earnings Update

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

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Fundamentalis

  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

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