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Category: Energy sector

1.18.15: An Update on Energy Sector Revisions

January 18, 2015 Brian Gilmartin Leave a comment

The change in expected earnings growth for the Energy sector has been brutal. FCEnergyRtofChange Readers can quickly see how the…

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Posted in: Crude oil / Energy, Energy sector, Oil Services Co's, Sector Earnings Growth Estimates, SLB, XOM

1.17.15: SP 500 Weekly Earnings Update: “Ex-Energy”, 4th Quarter, 2014 Earnings Expected to Grow +6.7%

January 17, 2015 Brian Gilmartin Leave a comment

We will get to the heart of the matter of the blog post today, and note that, despite the sturm…

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Posted in: Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), JPM, S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

12.27.14: SP 500 Weekly Earnings Update: Energy Sector’s Downward Revisions Continue Distorting SP 500 Metrics

December 27, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter earnings estimate for the SP 500 fell by $1.00 this week…

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Posted in: Crude oil / Energy, CVX, Earnings, Earnings estimate revisions, Energy sector, Oil Services Co's, SLB, XOM

12.14.14: Weekend Reading from Other Bloggers Worth a Look

December 15, 2014 Brian Gilmartin Leave a comment

Jon Najarian, from OptionMonster with a good read found on Twitter, on crude oil volatility or the OVX. With crude…

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Posted in: AT&T (T), Crude oil / Energy, Energy sector, FDX, Japan and Nikkei, VZ, Yen

12.11.14: SP 500: Earnings Weight vs Market Cap Weight in Index

December 11, 2014 Brian Gilmartin Leave a comment

Had to throw this spreadsheet up FC – marketcapvsearningswt (click on the link) to show readers the difference between a sector’s earnings…

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Posted in: Energy sector, Financial sector, S&P 500

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Fundamentalis

  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026

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