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Earnings Trends: Archive

Sheraz Mian

Taking Stock of the Impressive Earnings Picture

With the bulk of the Q2 earnings season now behind us, we can now say with full confidence that the earnings picture has not been this good in a long time.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

What's Happening on the Earnings Front?

Total S&P 500 earnings are expected to be up +89.7% from the same period last year on +23.5% higher revenues, with the growth rate steadily going up as companies report better-than-expected results...

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

The Tech Sector's Enormous Earnings Power

The big 5 Tech companies-Apple, Microsoft, Alphabet, Amazon and Facebook-are combined expected to earn +79.4% more in Q2 on +35.7% higher revenues relative to the same period last year...

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change XOMPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

All-Around Earnings Strength

The picture emerging from the Q2 earnings season is one of all-around strength, with impressive momentum on the revenue side particularly notable...

XOMPositive Net Change MARPositive Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Strong Start to Q2 Earnings Season

For the 30 S&P 500 members that have reported Q2 results already, total earnings are up +244.3% on +14.2% higher revenues, with 90% beating both EPS and revenue estimates...

XOMPositive Net Change MARPositive Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Q2 Earnings Growth Reflects More Than Easy Comps

Q2 estimates also reflect genuine growth, with total index earnings expected to be up +9.6% from the pre-Covid 2019 Q2 period...

XOMPositive Net Change MARPositive Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

Q2 Earnings Season Gets Underway

We expect the final Q2 earnings growth tally to be significantly higher than the current expected +61.1%...

XOMPositive Net Change MARPositive Net Change UALPositive Net Change GMPositive Net Change

Sheraz Mian

What Will Q2 Earnings Season Show?

We continue to believe that positive revisions to estimates is the part of the earnings story that stock market investors should find the most reassuring, as this provides the most convincing fundamental rationale for stocks to hold onto and build onto their values.

JPMPositive Net Change CVXPositive Net Change DOWNegative Net Change GOOGLPositive Net Change

Sheraz Mian

Looking Ahead to Q2 FY21 Earnings Season

Q2 estimates reflect genuine growth, with total index earnings expected to be up +8.4% from the pre-Covid 2019 Q2 period...

SPYPositive Net Change

Sheraz Mian

Handicapping the Q2 2021 Earnings Season

Q2 estimates reflect genuine growth, with total index earnings expected to be up +7.8% from the pre-Covid 2019 Q2 period...

JPMPositive Net Change CVXPositive Net Change DOWNegative Net Change GOOGLPositive Net Change

Sheraz Mian

Previewing Q2 Earnings Season

Q2 estimates also reflect genuine growth, with total index earnings expected to be up +7.4% from the pre-Covid 2019 Q2 period...

JPMPositive Net Change CVXPositive Net Change DOWNegative Net Change GOOGLPositive Net Change

Sheraz Mian

Strong Retail Sector Earnings

For the 64.7% of the Retail sector companies in the S&P 500 index that have reported Q1 results, total earnings and revenues are up +61.2% and +12.7%, respectively...

JPMPositive Net Change CVXPositive Net Change DOWNegative Net Change GOOGLPositive Net Change

Sheraz Mian

Earnings Estimates Keep Going Up

Positive revisions to estimates for 2021 Q2 and beyond is the part of the earnings story that stock market investors should find the most reassuring...

JPMPositive Net Change CVXPositive Net Change DOWNegative Net Change GOOGLPositive Net Change

Sheraz Mian

A Positive Earnings Backdrop

The picture emerging from the Q1 earnings season is one of all-around strength and momentum, even though big slices of the economy are still dealing with the pandemic's effects...

MSFTPositive Net Change AMZNPositive Net Change INTCPositive Net Change AAPLPositive Net Change TXNPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

The Tech Sector Money Machine

Total earnings for these Tech companies are up 39.3% from the same period last year on 13.7% higher revenues, with 100% of the companies beating EPS estimates...

MSFTPositive Net Change XOMPositive Net Change AMZNPositive Net Change INTCPositive Net Change AAPLPositive Net Change TXNPositive Net Change NFLXPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

A Very Strong Earnings Picture for Q1 and Beyond

We are off to a strong start to the Q1 earnings season, with growth accelerating and the outlook for the coming periods steadily improving...

JPMPositive Net Change GSPositive Net Change BACPositive Net Change CPositive Net Change MSPositive Net Change WFCPositive Net Change NFLXPositive Net Change

Sheraz Mian

A Positive Start to Q1 Earnings Season

Total earnings for the 26 S&P 500 companies that have reported Q1 results are up +118.5% on +9.4% higher revenues...

JPMPositive Net Change GSPositive Net Change BACPositive Net Change CPositive Net Change MSPositive Net Change WFCPositive Net Change

Sheraz Mian

Breaking Down the Positive Earnings Picture

The overall earnings picture continues to improve, a trend that we strongly feel will accelerate in the Summer months as signs of a sharp economic rebound emerge...

JPMPositive Net Change FPositive Net Change XOMPositive Net Change AAPLPositive Net Change CVXPositive Net Change

Sheraz Mian

The Return of Strong Earnings Growth

Total 2021 Q1 earnings are currently expected to be up +19.9% from the same period last year on +5.6% higher revenues...

JPMPositive Net Change FPositive Net Change XOMPositive Net Change AAPLPositive Net Change CVXPositive Net Change

Sheraz Mian

Q1 and 2021 Earnings Estimates Keep Going Up

Total 2021 Q1 earnings are currently expected to be up +19.5% from the same period last year on +5.4% higher revenues...

JPMPositive Net Change FPositive Net Change XOMPositive Net Change AAPLPositive Net Change CVXPositive Net Change

Sheraz Mian

Looking Ahead to Q1 2021 Earnings Season

Total 2021 Q1 earnings are currently expected to be up +19.3% from the same period last year on +5.3% higher revenues...

XOMPositive Net Change

Sheraz Mian

An All-Around Improving Earnings Picture

Looking at Q4 as a whole, total earnings for the S&P 500 index are expected to be up +3.0% on +3.1% higher revenues...

TGTNegative Net Change AMZNPositive Net Change LOWPositive Net Change

Sheraz Mian

A Closer Look At Retail Sector Earnings

For the 88.9% of Retail sector market capitalization in the S&P 500 index that has reported results already, total earnings are up +15.1% on +14.8% higher revenues...

HDNegative Net Change AMZNPositive Net Change WMTPositive Net Change LOWPositive Net Change

Sheraz Mian

The Positive and Reassuring Earnings Picture Continues

Estimates for the current and coming quarters are steadily going up, as companies report better-than-expected Q4 results and guide higher

MSFTPositive Net Change AMZNPositive Net Change AAPLPositive Net Change FBPositive Net Change GOOGLPositive Net Change

Sheraz Mian

A Very Strong Earnings Picture

The shift into positive territory for quarterly earnings growth in Q4 is thanks to impressive results from the major sectors, particularly Tech sector leaders.

MSFTPositive Net Change AMZNPositive Net Change AAPLPositive Net Change FBPositive Net Change GOOGLPositive Net Change