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Category: Weekly Earnings Update

SP 500 Earnings Update: Sequential Improvements Continue for Benchmark’s EPS

September 4, 2020 Brian Gilmartin Leave a comment

Ahead of the long weekend, here is what the SP 500 earnings data looks like, compliments of IBES data by…

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Posted in: Weekly Earnings Update

SP 500 Earnings: “Forward 4-Qtr Estimate” Continues to Improve

August 31, 2020 Brian Gilmartin Leave a comment

First two-day vacation this weekend in – well – a while, which fortunately kept me off the blogs. Apologies for…

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Posted in: DataTrek, Weekly Earnings Update

SP 500 Earnings: Some Doubt Entering Q4 ’20 Estimates

August 21, 2020 Brian Gilmartin Leave a comment

  Here is the latest y/y growth estimates – by sector – for the SP 500 as published by IBES…

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Posted in: Weekly Earnings Update

SP 500 Earnings, Style Box Update, and the Russell 2000

August 16, 2020 Brian Gilmartin Leave a comment

The 2’s – 10’s Treasury note spread widened out to 57 basis points this week, the widest spread since (wait…

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Posted in: 10-year Treasury yield, Russell 2000, Style analysis, Weekly Earnings Update

SP 500 Weekly Earnings: Big Improvement in Several Sectors

August 7, 2020 Brian Gilmartin Leave a comment

  This is a graph found on the first page of “This Week in Earnings” from Refinitiv, and it shows…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • 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

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