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Category: Sector Earnings Growth Estimates

7.11.14: SP 500 Earnings Update: The Forward Growth Rate and Why It Is Important

July 12, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the forward 4-quarter estimate for the SP 500 fell $0.02 this week to $126.75 from last week’s…

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Posted in: AA, Basic Materials, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

7.4.14: Weekly Earnings Update: Expect q2 ’14 SP 500 Earnings Growth in 9% – 9.5% Neighborhood

July 4, 2014 Brian Gilmartin Leave a comment

Because of the quarterly bump into the July quarter, (and, according to Thomson Reuters), the forward 4-quarter estimate this week…

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Posted in: AA, Earnings estimate revisions, S&P 500, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Weekly Earnings Update, WFC

7.2.14: How Important was Intel’s Upside Surprise ?

July 2, 2014 Brian Gilmartin Leave a comment

We’ve occasionally posted this spreadsheet to the blog: it shows upward and downward revisions for all of the publicly-traded companies…

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Posted in: Earnings estimate revisions, INTC, mu, Sector Earnings Growth Estimates

5.16.14: SP 500 Earnings Update: Market Bearishness is NOT Supported by SP 500 Earnings

May 16, 2014 Brian Gilmartin Leave a comment

With 464 of the SP 500 companies now having reported q1 ’14 earnings, the y/y growth of earnings for the…

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Posted in: Sector Earnings Growth Estimates, Weekly Earnings Update

5.10.14: SP 500 Earnings Update: Q1 ’14 Earnings +5.4%, i.e. Stronger Than Expected

May 10, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate this week, slipped a little from last weeks $123.19…

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Posted in: Apple (AAPL), Earnings, Earnings estimate revisions, Fed Model, Gilead, Sector Earnings Growth Estimates, Weekly Earnings Update

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
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  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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