Last Update: May 5, 2022 Click here to view the full report. Please note: if you use our earnings data, please source I/B/E/S data from Refinitiv. S&P 500 Aggregate Estimates and Revisions The 22Q1 Y/Y blended earnings growth estimate is 10.2%. If the energy sector is excluded, the growth rate for the index is 4.2%. Of the 413 companies in the S&P 500 that have reported earnings to date for 22Q1 79.9% reported above analyst expectations. This compares to a long-term average of 66%. The 22Q1 Y/Y blended revenue growth estimate is 13.2%. If the energy sector is excluded, the growth

Last Update: Apr. 29, 2022 To download the full This Week in Earnings report click here. Please note: if you use our earnings data, please source I/B/E/S data from Refinitiv Aggregate Estimates and Revisions 22Q1 Y/Y earnings are expected to be 10.1%. Excluding the energy sector, the Y/Y earnings estimate is 4.4%. Of the 275 companies in the S&P 500 that have reported earnings to date for 22Q1, 80.4% have reported earnings above analyst estimates. This compares to a long-term average of 66% and prior four quarter average of 83.1%. During the week of May 2, 160 S&P 500 companies are expected

The COVID-19 pandemic changed many things, including the way business is conducted. One year ago, several businesses asked their U.S. employees not to come into the office and work from home — for two weeks. However, since that announcement, most employees have not returned to the office. The pandemic has certainly influenced stock market winners and losers. Exhibits 1 and 2 show the S&P 500 top and bottom 10 stock price movers. Consumers were avoiding public transportation amid the pandemic, and that trend helped car sales. Health and wellness are also a top priority, so many decided to buy a

Investors eagerly await the unofficial kickoff to 2020’s third quarter earnings season during the week of October 12. This comes at a time of heightened volatility where the S&P 500 index (.SPX) climbed 15.73% between the June 30 close and September 2 all-time high of 3,588.11 before falling 10.55% to the September 24 low of 3,209.45. With the U.S. presidential election looming and an index that has rebounded 8.34% to 3,477.13 as of the October 9 close, the stakes are high heading into the 2020 Q3 earnings season. Adding to the pressure is a high bar set by multiple new

The Global Industry Classification Standard (GICS) sectors are about to undergo a major reshuffle that will impact the Consumer Discretionary, Information Technology, and Telecommunication Services sectors. Combined, these three sectors account for over 40% of the S&P 500’s market cap. The change impacts a large portion of the index and unlike the previous change that broke out the Real Estate sector from the Financials sector, this reclassification is not clean. Exhibit 1: Comparison of S&P 500 New to Current GICS Sectors Source: I/B/E/S On Monday, Sep. 24, 2018, a new GICS sector, Communication Services, will be implemented. The new sector

The Consumer Discretionary sector ranks fifth out of the ten sectors as detailed in our 2Q17 Sector Ratings for ETFs and Mutual Funds report. Last quarter, the Consumer Discretionary sector ranked fifth as well. It gets our Neutral rating, which is based on an aggregation of ratings of 13 ETFs and 19 mutual funds in the Consumer Discretionary sector as of April 5, 2017. See a recap of our 1Q17 Sector Ratings here. Figures 1 ranks all nine ETFs that meet our liquidity standards and Figure 2 shows the five best and worst rated Consumer Discretionary mutual funds. Not all

The unofficial kickoff to the Q1 2017 earnings season is set for Apr. 13, 2017, when several of the Financials sector’s banks are expected to report results for the quarter. Heading into the quarter, year over year (Y/Y) growth is expected to be strong for both earnings and revenue. As a result, the S&P 500 will likely post the highest growth in over 5 years.   Exhibit 1. S&P 500 Banks Industry 17Q1 Key Performance Indicators Sources: I/B/E/S data, Eikon Banks in Focus With the S&P 500 Banks Industry Index (.52P40101010) down 1.69% YTD, as of the Apr. 12 close, focus

Click here to view the dashboard in detail. Last Update: March 31, 2017 Download the full S&P 500 Earnings Scorecard report here. S&P 500 Aggregate Estimates and Revisions Fourth quarter earnings are expected to increase 8.0% from Q4 2015. Excluding the energy sector, the earnings growth estimate improves to 8.1%. Of the 497 companies in the S&P 500 that have reported earnings to date for Q4 2016, 68.0% have reported earnings above analyst expectations. This is above the long-term average of 64% and below the average over the past four quarters of 71%. The Q4 2016 blended revenue growth estimate is 4.2%. Excluding the energy sector, the revenue growth

Click here to view the dashboard in detail. S&P 500 Aggregate Estimates and Revisions Fourth quarter earnings are expected to increase 6.1% from Q3 2015. Excluding the energy sector, the earnings growth estimate improves to 6.2%. Of the 19 companies in the S&P 500 that have reported earnings to date for Q4 2016, 63% have reported earnings above analyst expectations. The Q4 2016 blended revenue growth estimate is 4.6%. Excluding the energy sector, the revenue growth estimate increases to 4.4%. 32% of companies have reported Q4 2016 revenue above analyst expectations. For Q4 2016, there have been 81 negative EPS preannouncements issued by S&P 500 corporations compared to

Click here to view the dashboard in detail. S&P 500 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 4.3% from Q3 2015. Excluding the energy sector, the earnings growth estimate improves to 7.9%. Of the 500 companies in the S&P 500 that have reported earnings to date for Q3 2016, 71% have reported earnings above analyst expectations. This is above the long-term average of 64% and above the average over the past four quarters of 70%. The Q3 2016 blended revenue growth estimate is 2.6%. Excluding the energy sector, the revenue growth estimate increases to 4.6%. 55% of companies have reported Q3 2016

Click here to view the dashboard in detail. S&P 500 Aggregate Estimates and Revisions Third quarter earnings are expected to increase 4.3% from Q3 2015. Excluding the energy sector, the earnings growth estimate improves to 7.9%. Of the 500 companies in the S&P 500 that have reported earnings to date for Q3 2016, 71% have reported earnings above analyst expectations. This is above the long-term average of 64% and above the average over the past four quarters of 70%. The Q3 2016 blended revenue growth estimate is 2.7%. Excluding the energy sector, the revenue growth estimate increases to 4.6%. 55% of companies have reported Q3 2016

The S&P 500 Earnings Dashboard provides updates on aggregate earnings revisions, growth rates and valuations.