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As was the case in the preceding two quarters, the Tech sector remains a key growth driver in 2024 Q1. On the other hand, the Energy sector continues to negatively impact the overall earnings picture.
No major surprises emerged from the Q4 cycle, with the tone and substance of management guidance remaining largely favorable. What can we expect in 2024 Q1?
Walmart kicked off the Q4 reporting cycle for the conventional retailers in style by handily beating estimates and providing reassuring guidance that many in the market see as conservative. What's in store for others?
Notably, total earnings for Tech companies that have already reported results are up +21.7% from the same period last year on +6.5% higher revenues. Can the positivity continue?
Total earnings for Tech companies that have already reported results are up +19.3% from the same period last year on +6.6% higher revenues. Will the trend continue?
Total Q4 earnings for the 83 S&P 500 members that have reported results so far are up +0.9% from the same period last year on +3.9% higher revenues. Big tech earnings loom - how will the market react?
Q4 earnings for the S&P 500 index are currently expected to be down -0.4% from the year-earlier level on +2.2% higher revenues. How will the market react?
Earnings estimates for Q4 have been steadily coming down since the quarter got underway, with the current -0.2% growth pace down from +5.5% in early October. Where do we go from here?
Earnings estimates for Q4 have been steadily coming down since the quarter got underway, a reversal of the favorable revisions trend we have previously highlighted. Where do we go from here?
While Q3 results have been better than expected, there has been a notable acceleration in negative estimate revisions for 2023 Q4 over the last few weeks. Where do we go from here?
While Q3 results have been better than expected, there is a notable acceleration in negative estimate revisions over the last few weeks, contrasting the largely favorable revisions trend of the preceding six months.
With more than 60% of the Q3 results already out, earnings growth for the quarter is on track to turn positive despite the significant Energy sector drag.
Given the emerging consensus on the 'soft-landing' outlook, one can expect this favorable turn in the overall earnings picture to strengthen further as companies report Q3 results and share trends in underlying business.
We are off to a good start in the Q3 earnings season, though the focus at this early stage has been largely on the Finance sector. With a flurry of reports slated to come in the weeks ahead, can the positivity continue?
The coming reports from the big banks will highlight multiple profitability headwinds. Still, sentiment surrounding the group remains so weak that even modestly positive results and commentary could push them higher.
For 2023 Q3, total S&P 500 earnings are currently expected to be down -2.2% from the same period last year on +0.8% higher revenues. How will the market react?
We have regularly been flagging the steady improvement in the revisions trend since April 2023, with the trend becoming more entrenched in recent months.
For 2023 Q3, total S&P 500 earnings are currently expected to be down -1.6% from the same period last year on +0.8% higher revenues. What else can investors expect?
The earnings revisions trend has notably stabilized as of late, with estimates for several key sectors increasing. This outlook remains inconsistent with the long-feared 'earnings cliff' narrative.
Earnings Trends: Archive
Tech Sector Resumes Growth Mode
by Sheraz Mian
As was the case in the preceding two quarters, the Tech sector remains a key growth driver in 2024 Q1. On the other hand, the Energy sector continues to negatively impact the overall earnings picture.
ORCLPositive Net Change ADBEPositive Net Change
earnings tech-stocks
Looking Ahead to Q1 Earnings: What's Next?
by Sheraz Mian
No major surprises emerged from the Q4 cycle, with the tone and substance of management guidance remaining largely favorable. What can we expect in 2024 Q1?
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Earnings Season: Retail Sector in Focus
by Sheraz Mian
Walmart kicked off the Q4 reporting cycle for the conventional retailers in style by handily beating estimates and providing reassuring guidance that many in the market see as conservative. What's in store for others?
AMZNPositive Net Change TGTPositive Net Change WMTPositive Net Change
earnings retail
Q4 Results Paint a Positive Earnings Picture
by Sheraz Mian
Notably, total earnings for Tech companies that have already reported results are up +21.7% from the same period last year on +6.5% higher revenues. Can the positivity continue?
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Q4 Earnings: Tech Sector Back in Growth Mode
by Sheraz Mian
The Tech sector continues to flex robust growth, solely responsible for keeping the Q4 earnings growth pace in positive territory.
AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change
earnings tech-stocks
Q4 Earnings: Tech Flexes Strong Growth
by Sheraz Mian
Total earnings for Tech companies that have already reported results are up +19.3% from the same period last year on +6.6% higher revenues. Will the trend continue?
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
cloud-computing earnings tech-stocks
Breaking Down the Q4 Earnings Season Scorecard
by Sheraz Mian
Total Q4 earnings for the 83 S&P 500 members that have reported results so far are up +0.9% from the same period last year on +3.9% higher revenues. Big tech earnings loom - how will the market react?
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Q4 Earnings Season Kicks Off Positively
by Sheraz Mian
We are off to a good start in the Q4 earnings season, with an above-average proportion of companies beating EPS estimates. Will the trend continue?
BACPositive Net Change JPMPositive Net Change CPositive Net Change
earnings finance
Q4 Earnings Season Gets Underway
by Sheraz Mian
Q4 earnings for the S&P 500 index are currently expected to be down -0.4% from the year-earlier level on +2.2% higher revenues. How will the market react?
JPMPositive Net Change PGRPositive Net Change
earnings finance
Q4 Earnings Loom: What to Expect
by Sheraz Mian
Earnings estimates for Q4 have been steadily coming down since the quarter got underway, with the current -0.2% growth pace down from +5.5% in early October. Where do we go from here?
EMRPositive Net Change EDPositive Net Change AOSNegative Net Change
earnings
Q4 Earnings: What Can Investors Expect?
by Sheraz Mian
Earnings estimates for Q4 have been steadily coming down since the quarter got underway, with the negative revisions trend fairly broad-based.
UALNegative Net Change DISPositive Net Change
earnings
Looking Ahead to Q4 Earnings
by Sheraz Mian
Earnings estimates for Q4 have been steadily coming down since the quarter got underway, a reversal of the favorable revisions trend we have previously highlighted. Where do we go from here?
UALNegative Net Change DISPositive Net Change
earnings
Earnings Estimates Moving Lower as Growth Moderates
by Sheraz Mian
While Q3 results have been better than expected, there has been a notable acceleration in negative estimate revisions for 2023 Q4 over the last few weeks. Where do we go from here?
UALNegative Net Change DISPositive Net Change
consumer-discretionary earnings transportation
Earnings Estimates Come Under Pressure
by Sheraz Mian
While Q3 results have been better than expected, there is a notable acceleration in negative estimate revisions over the last few weeks, contrasting the largely favorable revisions trend of the preceding six months.
PFENegative Net Change LLYPositive Net Change GMPositive Net Change TSLAPositive Net Change
earnings medical tech-stocks
Earnings Growth Turns Positive
by Sheraz Mian
With more than 60% of the Q3 results already out, earnings growth for the quarter is on track to turn positive despite the significant Energy sector drag.
CVXNegative Net Change XOMPositive Net Change
earnings oil-energy
The Earnings Picture Continues to Improve
by Sheraz Mian
Given the emerging consensus on the 'soft-landing' outlook, one can expect this favorable turn in the overall earnings picture to strengthen further as companies report Q3 results and share trends in underlying business.
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
The Q3 Earnings Season Kicks Off Positively
by Sheraz Mian
We are off to a good start in the Q3 earnings season, though the focus at this early stage has been largely on the Finance sector. With a flurry of reports slated to come in the weeks ahead, can the positivity continue?
AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings finance tech-stocks
Bank Earnings Loom: A Challenging Setup
by Sheraz Mian
The coming reports from the big banks will highlight multiple profitability headwinds. Still, sentiment surrounding the group remains so weak that even modestly positive results and commentary could push them higher.
WFCPositive Net Change JPMPositive Net Change
earnings finance
The Q3 Earnings Season Kicks Off
by Sheraz Mian
We have regularly been flagging the steady improvement in the revisions trend since April 2023, which has become more entrenched in recent months.
PHMNegative Net Change TOLNegative Net Change KBHNegative Net Change
construction earnings
What Can We Expect From Q3 Earnings?
by Sheraz Mian
For 2023 Q3, total S&P 500 earnings are currently expected to be down -2.2% from the same period last year on +0.8% higher revenues. How will the market react?
NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings finance tech-stocks
Current Earnings Outlook Reflects Stability
by Sheraz Mian
We have regularly been flagging the steady improvement in the revisions trend since April 2023, with the trend becoming more entrenched in recent months.
NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
Looking Ahead to Q3 Earnings
by Sheraz Mian
For 2023 Q3, total S&P 500 earnings are currently expected to be down -1.6% from the same period last year on +0.8% higher revenues. What else can investors expect?
NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings tech-stocks
A Positive Earnings Revisions Trend Emerges
by Sheraz Mian
The earnings revisions trend has notably stabilized as of late, with estimates for several key sectors increasing. This outlook remains inconsistent with the long-feared 'earnings cliff' narrative.
TGTPositive Net Change TJXNegative Net Change
earnings retail
Earnings Remain Stable: No 'Cliff' in Sight
by Sheraz Mian
The evolving earnings outlook remains inconsistent with the long-feared 'earnings cliff' narrative, with estimates for several key sectors increasing.
TGTPositive Net Change TJXNegative Net Change WMTPositive Net Change
earnings retail
Q2 Earnings Confirm Improving Growth Trends
by Sheraz Mian
We see the above-average Q2 EPS beats percentage as reflective of a favorable turn in underlying earnings trends.
TGTPositive Net Change TJXNegative Net Change WMTPositive Net Change HDNegative Net Change
earnings retail