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Earnings Trends: Archive

Sheraz Mian

Previewing the Q3 Earnings Season

Estimates for 2021 Q3, whose early reports have started coming out, have not moved up as much as had been the case in the comparable periods in the last few quarters...

JPMPositive Net Change NKENegative Net Change ORCLPositive Net Change ADBENegative Net Change FDXNegative Net Change

Sheraz Mian

What Will Q3 Earnings Season Show?

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is...

JPMPositive Net Change NKENegative Net Change ORCLPositive Net Change ADBENegative Net Change FDXNegative Net Change LENNegative Net Change

Sheraz Mian

Earnings Estimates Have Stopped Going Up

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is...

JPMPositive Net Change NKENegative Net Change ORCLPositive Net Change FDXNegative Net Change

Sheraz Mian

Looking Ahead to the Q3 Earnings Season

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is...

JPMPositive Net Change NKENegative Net Change ORCLPositive Net Change FDXNegative Net Change

Sheraz Mian

Can Earnings Continue to Improve?

We know that the earnings picture remains strong, even though the growth pace is expected to decelerate significantly in Q3 and beyond. What we don't know at this stage is...

TGTNegative Net Change WMTPositive Net Change LOWPositive Net Change HDNegative Net Change

Sheraz Mian

Strong Retail Sector Earnings

Total earnings for these retailers are up +44.6% from the same period last year on +14.3% higher revenues...

TGTNegative Net Change WMTPositive Net Change LOWPositive Net Change HDNegative Net Change

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.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change FBNegative Net Change GOOGLNegative 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...

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change FBNegative Net Change GOOGLNegative 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...

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change XOMPositive Net Change FBNegative Net Change GOOGLNegative 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 MARNegative Net Change UALNegative Net Change GMNegative 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 MARNegative Net Change UALNegative Net Change GMNegative 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 MARNegative Net Change UALNegative Net Change GMNegative 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 MARNegative Net Change UALNegative Net Change GMNegative 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 DOWPositive Net Change GOOGLNegative 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...

SPYNegative 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 DOWPositive Net Change GOOGLNegative 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 DOWPositive Net Change GOOGLNegative 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 DOWPositive Net Change GOOGLNegative 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 DOWPositive Net Change GOOGLNegative 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...

MSFTNegative Net Change AMZNNegative Net Change INTCNegative Net Change AAPLNegative Net Change TXNPositive Net Change FBNegative Net Change GOOGLNegative 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...

MSFTNegative Net Change XOMPositive Net Change AMZNNegative Net Change INTCNegative Net Change AAPLNegative Net Change TXNPositive Net Change NFLXNegative Net Change FBNegative Net Change GOOGLNegative 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 GSNegative Net Change BACPositive Net Change CNegative Net Change MSPositive Net Change WFCPositive Net Change NFLXNegative 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 GSNegative Net Change BACPositive Net Change CNegative 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 FNegative Net Change XOMPositive Net Change AAPLNegative 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 FNegative Net Change XOMPositive Net Change AAPLNegative Net Change CVXPositive Net Change