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Earnings Trends: Archive

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Walmart & Target: A Closer Look at Retail Earnings

Target disappointed once again in its quarterly release, with the company not only missing estimates but also guiding lower. This is in sharp contrast to what we saw in Walmart's beat-and-raise quarterly report.

TGTPositive Net Change WMTNegative Net Change

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Looking Ahead to Retail Sector Earnings

Home Depot became the first major conventional retailer to come out with Q3 results, helping kick off a busy period for the Retail sector overall. But what can investors expect from the rest?

TGTPositive Net Change WMTNegative Net Change LOWNegative Net Change HDNegative Net Change

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Mag 7 Earnings Loom: What Can Investors Expect?

Without the Mag 7's substantial earnings contribution, Q3 earnings for the remaining S&P 500 index would be modestly in negative territory. Next week, several will reveal their results.

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

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A Detailed Analysis of Q3 Earnings Expectations

The Q3 earnings season will really get going with the big banks coming out with their results. But what can investors expect beyond?

NKEPositive Net Change PEPPositive Net Change FDXPositive Net Change

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Earnings Growth Set to Accelerate

The year-over-year growth pace in aggregate earnings is expected to accelerate over the next four periods, with the absolute dollar level of quarterly earnings expected to reach new all-time records in each quarter as well.

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change

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Q3 Earnings Season: A Look Ahead

Though expectations have been trending lower, total S&P 500 earnings are currently expected to be up +3.2% from the same period last year, which would pencil in the fifth consecutive period of growth. What else can investors expect?

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change

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The Q3 Earnings Season Gets Underway

We still have a few weeks to go before the big banks unveil their quarterly results, but several early prints have already rolled in. What can investors expect as we get deeper into the period?

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change

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What Will the Q3 Earnings Season Show?

Total S&P 500 earnings for Q3 are currently expected to be up +3.9% from the same period last year on +4.6% higher revenues, with the Tech sector again expected to deliver a strong performance. But what else should investors know?

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change

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Previewing Q3 Earnings Season

Net margins in Q3 are expected to be modestly below the year-earlier level, with the Energy sector as the major reason for the decline.

UALNegative Net Change UNPNegative Net Change AALPositive Net Change

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Q2 Earnings Reflect Positivity, But Q3 Estimates Decrease

The Q3 negative revisions trend is far more extensive than what we had seen in the comparable periods of the preceding two quarters, with estimates for only Tech and Finance increasing. But what else should investors know?

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Breaking Down Retail Earnings: Good or Bad?

For the Retail sector, we now have Q2 results from 96.2% of the sector's market capitalization in the S&P 500 index. Are there any underlying trends investors should be aware of?

TGTPositive Net Change WMTNegative Net Change

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Earnings Estimates Face Pressure: What to Know

The Q3 negative revisions trend is more pronounced relative to recent periods, with estimates for 14 of the 16 Zacks sectors moving lower since the period got underway.

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

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A Closer Look at the Current Earnings Picture

The overall picture that has emerged out of the Q2 earnings season is one of stability, with management teams generally providing a reassuring view of the economic ground reality.

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

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Breaking Down the Q2 Earnings Season Scorecard

For the 285 S&P 500 companies that have reported Q2 results, total earnings are up +9.8% from the same period last year on +4.8% higher revenues. Will the positivity continue?

GOOGNegative Net Change MSFTPositive Net Change TSLAPositive Net Change

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Breaking Down the Q2 Earnings Season Scorecard

For the 285 S&P 500 companies that have reported Q2 results, total earnings are up +9.8% from the same period last year on +4.8% higher revenues. Will the positivity continue?

GOOGNegative Net Change MSFTPositive Net Change TSLAPositive Net Change

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Will Mag 7 Earnings Meet Expectations?

For the Mag 7 group as a whole, Q2 earnings are expected to be up +26.6% on +13.6% higher revenues, reflecting yet again another strong showing.

TSLAPositive Net Change GOOGLNegative Net Change

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Q2 Earnings Season Starts Positively

We are off to a good start in the Q2 earnings season, with the growth pace steadily improving, an above-average proportion of companies beating EPS estimates, and companies generally providing a reassuring outlook for the coming periods.

GSPositive Net Change BACPositive Net Change JPMPositive Net Change

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Earnings Season Gets Underway: Bank Earnings in Focus

The earnings outlook for the major banks has been improving lately as underlying business trends have stabilized. But what can investors expect?

WFCPositive Net Change JPMPositive Net Change CNegative Net Change

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The Q2 Earnings Season Gets Underway

The setup for the Q2 earnings season, whose early reports have started trickling in, is one of continued resilience coupled with a steadily improving outlook.

NVDAPositive Net Change ORCLNegative Net Change ADBENegative Net Change METANegative Net Change

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Q2 Earnings Loom: A Look Ahead

The setup for the Q2 earnings season, whose early reports have started trickling in, is one of continued resilience coupled with a steadily improving outlook.

NVDAPositive Net Change ORCLNegative Net Change ADBENegative Net Change METANegative Net Change

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What Will the Q2 Earnings Season Show?

The setup for the Q2 earnings season, whose early reports have started trickling in, is one of continued resilience coupled with a steadily improving outlook.

NVDAPositive Net Change ORCLNegative Net Change AVGOPositive Net Change METANegative Net Change

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Taking Stock of the Current Earnings Picture

In the Q1 earnings season, we saw a resilient and steadily improving profitability picture, both in terms of the growth rate and the revisions trend. Will the positivity follow through to Q2?

TGTPositive Net Change WMTNegative Net Change

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Where is Earnings Growth Coming From?

What we saw in the Q1 earnings season was a resilient and steadily improving profitability picture, both in terms of the growth rate and the evolving revisions trend. But which sectors had an outsized impact?

TGTPositive Net Change WMTNegative Net Change

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Current Earnings Outlook Reflects Positivity

What we saw in the Q1 earnings season is a resilient and steadily improving profitability picture, both in terms of the growth rate as well as the evolving revisions trend. Can the positivity continue?

AAPLPositive Net Change NVDAPositive Net Change TSLAPositive Net Change

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Earnings Growth Poised to Accelerate

A big part of this year's earnings growth is expected to come from margins reversing last year's declines and starting to expand again. The revisions trend continues to show positivity, with expectations for 2024 Q2 and full-year 2024 modestly moving higher.

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