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Earnings Outlook: Archive
Assessing the Construction Sector's Favorable Earnings Outlook
by Sheraz Mian
The Zacks Construction sector has been experiencing a trend reversal lately, with estimates for the group notably moving higher since the start of April 2023.
PHMPositive Net Change DHIPositive Net Change NVRNegative Net Change
construction earnings
Earnings Outlook Reflects Stability
by Sheraz Mian
The earnings picture defied the skeptics again in the 2023 Q1 cycle, with companies not only handily beating estimates but also providing reassuring enough guidance for the current coming quarters.
AMZNPositive Net Change MSFTNegative Net Change KBHPositive Net Change
earnings
Key Takeaways from the Q1 Earnings Season
by Sheraz Mian
We discuss whether profitability concerns have been over-done and what that means for the outlook.
TGTNegative Net Change WMTPositive Net Change SPYPositive Net Change
earnings
Decoding Recent Positive Earnings Estimate Revisions
by Sheraz Mian
It's hard to know how enduring or otherwise this favorable recent turn in the revisions trend will be, but it is nevertheless a positive development.
AMZNPositive Net Change MSFTNegative Net Change KBHPositive Net Change
earnings
Analyzing Recent Earnings Estimate Revisions
by Sheraz Mian
Since the start of April 2023, full-year 2023 earnings estimates have not only stabilized but have actually started going up modestly for several sectors. What is this telling us?
AMZNPositive Net Change MSFTNegative Net Change KBHPositive Net Change
construction retail tech-stocks
Analyzing the Q1 Earnings Landscape
by Sheraz Mian
Earnings growth is on track to be negative for the second consecutive quarter, with the trend of declining profits expected to continue in the current period. Where do we go from here?
MSFTNegative Net Change UALPositive Net Change CMGPositive Net Change PEPNegative Net Change
earnings
2023 Q1 Earnings: Good Enough, but Not Great
by Sheraz Mian
The picture emerging from the Q1 earnings season continues to be one of resilience and stability, with companies not only beating estimates but also providing a good-enough outlook in an uncertain macro environment.
MSFTNegative Net Change UALPositive Net Change CMGPositive Net Change PEPNegative Net Change
earnings
2023 Q1 Earnings Season Off to a Promising Start
by Sheraz Mian
The 2023 Q1 earnings picture emerging at this early stage is one of resilience and stability, with an above-average proportion of companies beating estimates and providing a good-enough outlook in an uncertain macro environment.
BACPositive Net Change JPMPositive Net Change CNegative Net Change PNCNegative Net Change USBNegative Net Change MTBPositive Net Change
earnings finance
Are Earnings Estimates Too High?
by Sheraz Mian
We discuss whether current earnings estimates reflect the fundamental ground reality.
JPMPositive Net Change CNegative Net Change
earnings
2023 Q1 Earnings Season Likely to Reflect Continued Margin Pressures
by Sheraz Mian
2023 Q1 will be the 5th consecutive quarter of declining year-over-year net margins, with S&P 500 net margins expected to compress 147 basis points from the year-earlier level. With profitability in a crunch, where do we go from here?
JPMPositive Net Change CNegative Net Change
earnings finance
Bank Earnings Looming: What Can Investors Expect?
by Sheraz Mian
The Finance sector enjoyed modest upward revisions to estimates in the first two months of the quarter until the Silicon Valley Bank episode. Are investors in for a surprise?
JPMPositive Net Change CNegative Net Change
earnings finance
Analyzing the Evolving Q1 Earnings Landscape
by Sheraz Mian
As has been the case in recent quarters, estimates for 2023 Q1 have been steadily coming down. With negative sentiment taking hold, where do we go from here?
JPMPositive Net Change CNegative Net Change
earnings finance
What Should Investors Expect For the 2023 Q1 Earnings Season?
by Sheraz Mian
Total S&P 500 earnings for 2023 Q1 are expected to be down -9.4% year-over-year on +1.8% higher revenues. Given these expectations, where does the market head from here?
NVDANegative Net Change GOOGLPositive Net Change METANegative Net Change
earnings finance tech-stocks
Will Tech Sector Earnings Growth Resume in Q1?
by Sheraz Mian
The Tech sector has gotten off to a great start in 2023, handily outperforming the S&P 500 index in the year-to-date period. Can a strong 2023 Q1 season push them even higher?
NVDANegative Net Change GOOGLPositive Net Change METANegative Net Change
earnings tech-stocks
Q4 Earnings Season Is Winding Down, Let's See What's Next
by Sheraz Mian
Looking at 2022 Q4 as a whole, aggregate S&P 500 earnings are currently expected to be down -5.6% on +5.8% higher revenues. But what's next is crucial...
AMZNPositive Net Change TGTNegative Net Change WMTPositive Net Change HDPositive Net Change
earnings retail
Exploring the Retail Sector and Looking Ahead to 2023 Earnings
by Sheraz Mian
The only remaining points of interest in the 2022 Q4 reporting cycle pertain to results from traditional retailers, with Walmart (WMT) and Home Depot (HD) already out and the others on deck to report in the coming days.
AMZNPositive Net Change WMTPositive Net Change HDPositive Net Change
earnings retail
Making Sense of Earnings Estimate Revisions for Q1 FY23 and Beyond
by Sheraz Mian
For 2023 Q1, S&P 500 earnings are currently expected to be down -8.3% on +2.1% higher revenues. This is down from -4% on January 6th and -2.9% in mid-December 2022.
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change
earnings finance tech-stocks
Breaking Down the Q4 Scorecard and the Evolving Earnings Outlook
by Sheraz Mian
Looking at 2022 Q4 as a whole, aggregate S&P 500 earnings are currently expected to be down -5.8% on +5.3% higher revenues
INTCNegative Net Change AMDPositive Net Change MSFTNegative Net Change
earnings tech-stocks
A Steady Earnings Picture, Without a 'Cliff' In Sight
by Sheraz Mian
The Q4 earnings season continues to show that while growth is moderating and decelerating, it isn't falling off the cliff that many appeared to fear could be in store for us.
INTCNegative Net Change AMDPositive Net Change MSFTNegative Net Change
earnings tech-stocks
Digging into the Early Q4 Earnings Season Scorecard
by Sheraz Mian
Looking at 2022 Q4 as a whole, aggregate S&P 500 earnings are currently expected to be down -7.2% on +3.9% higher revenues. The question now is what's to come?
AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change
earnings tech-stocks
A Good Enough Start to the Q4 Earnings Season
by Sheraz Mian
We are off to a good-enough start to the 2022 Q4 season, with no signs yet of an impending earnings cliff that will prompt management teams to overwhelmingly guide lower. That said, companies appear to be struggling to beat consensus estimates...
BACPositive Net Change WFCPositive Net Change JPMPositive Net Change
earnings finance
Are Earnings Estimates at Risk of Big Cuts in the Days Ahead?
by Sheraz Mian
Many in the market consider current earnings expectations to be too high and fear that the Q4 earnings season will cause estimates to be significantly lowered. Let's investigate...
BACPositive Net Change WFCPositive Net Change JPMPositive Net Change CNegative Net Change
earnings
2022 Q4 Earnings Season Preview: Will Estimates Hold Their Ground?
by Sheraz Mian
Many in the market consider current earnings expectations to be too high and fear that the Q4 earnings season will cause estimates to be lowered significantly. We strongly dispute the notion that earnings estimates remain out of sync with the economic ground reality...
BACPositive Net Change WFCPositive Net Change JPMPositive Net Change CNegative Net Change
earnings
Earnings Estimates Keep Coming Down
by Sheraz Mian
The trend of negative estimate revisions that was already firmly in place ahead of the start of the Q3 earnings season has further accelerated since then
TGTNegative Net Change WMTPositive Net Change
earnings
Evaluating Further Downside Risks to Earnings Estimates
by Sheraz Mian
Full year 2023 earnings estimates have been coming down after peaking in mid-April, with the aggregate total down -8.4% from the peak for the index
TGTNegative Net Change WMTPositive Net Change LOWNegative Net Change
earnings retail