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Category: Weekly Earnings Update

SP 500 Earnings Update: Big Banks Report Friday – A Look at the Numbers – Top 10 Holdings as of 12/31/20

January 9, 2022 Brian Gilmartin Leave a comment

As we roll into the new quarter and the new year, the forward 4-quarter estimate transitions from last quarter’s Q4…

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Posted in: BAC, C, JPM, Top 10 Client Holdings, Weekly Earnings Update, WFC Filed under: C

SP 500 Earnings / Revenue Update: Q4 ’21 and a Look at 2022 Growth Rate Revisions

December 31, 2021 Brian Gilmartin Leave a comment

Here’s the table on how “expected” Q4 ’21 SP 500 revenue has changed by sector in the last 90 days:…

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Posted in: 2022, SP 500 Revenue Growth, Weekly Earnings Update

SP 500 Earnings Update: Revisions Should Slow into mid-January ’22

December 24, 2021 Brian Gilmartin Leave a comment

The above spreadsheet tracks “up vs down” EPS revisions for the SP 500 provided by Refinitiv, and as readers can…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Forward EPS Trends Look Fine, While Sentiment is Horrid

December 19, 2021 Brian Gilmartin Leave a comment

Last year at this time, expectations for full-year 2021 SP 500 EPS growth (by sector) looked like this: (All data…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: 2018 was Last Year of “PE Compression”

December 12, 2021 Brian Gilmartin Leave a comment

While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…

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Posted in: PE expansion / contraction, Weekly Earnings Update

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