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Category: Weekly Earnings Update

SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

April 19, 2026 Brian Gilmartin Leave a comment

When the new gets too good in the stock market, it can be as much of a warning sign, as…

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Posted in: BA, C, IBM, Weekly Earnings Update

SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers

April 11, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) increased this week to $339.22, versus last week’s $338.29. The PE ratio on the new…

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Posted in: Financial sector, Financials, GS, Weekly Earnings Update

SP 500 Earnings and a StyleBox Update for March 31 ’26

April 4, 2026 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) for the SP 500 increased to $338.29 from last week’s $322.20. That a $16 and…

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Posted in: Style analysis, Weekly Earnings Update

Peak Crude Oil ? Quick Look at SP 500 EPS Data

March 9, 2026 Brian Gilmartin Leave a comment

Pretty fascinating when large-cap growth and large-cap tech and mega-cap is your “contra” trade. Interesting table from Bespoke this weekend…

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Posted in: Crude oil / Energy, Weekly Earnings Update

SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend

February 7, 2026 Brian Gilmartin 2 Comments

Expected SP 500 EPS growth for Q4 ’25 is now +13.5% as of Friday, February 6th, 26, versus the expected…

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Posted in: Japan and Nikkei, Nikkei, Weekly Earnings Update

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Fundamentalis

  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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