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SP 500 Earnings: Industrial Sector Expected to Lead in 2022

December 26, 2021 Brian Gilmartin Leave a comment

Looking at the above spreadsheet, this blog began tracking 2022 SP 500 sector earnings growth in early October ’21 since,…

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Posted in: BA, FDX, GE, HON, Industrials, Sector Earnings Growth Estimates

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

SP 500 Earnings Update: Looking at Q4 ’21 Expected Revenue Growth

December 5, 2021 Brian Gilmartin Leave a comment

This week, all the SP 500 EPS metrics continue to look normal: The forward 4-quarter estimate fell $0.06 to $215.97…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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