Earnings (General News) 02 (Oct 16 - Dec 23)

Re: Earnings (General News) 02 (Oct 16 - Dec 23)

Postby behappyalways » Sun Nov 19, 2023 1:09 pm

Companies are sending out warnings about fourth quarter retail spending.
https://twitter.com/AyeshaTariq/status/ ... 0755443980
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Re: Earnings (General News) 02 (Oct 16 - Dec 23)

Postby behappyalways » Mon Nov 27, 2023 3:33 pm

Borrowing costs have risen sharply over the last year for S&P 500 companies, per Goldman
https://twitter.com/Mayhem4Markets/stat ... 8269811025
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Re: Earnings (General News) 02 (Oct 16 - Dec 23)

Postby winston » Mon Dec 04, 2023 7:25 am

2023 Earnings

The S&P 500 index are on track to report year-on-year EPS growth of 7.1% on Sales growth of 1.5%.

EPS fell 2.8% in the second quarter, so this is a significant turnaround.

Source: Simply Wall Street
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Re: Earnings (General News) 02 (Oct 16 - Dec 23)

Postby winston » Sun Dec 10, 2023 6:03 pm

2024 Earnings

FactSet currently forecasts the S&P 500 will achieve full-year 2024 earnings growth of 11.7%, with first- and second-quarter earnings growth of 6.8% and 10.9%, respectively.
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Re: Earnings (General News) 02 (Oct 16 - Dec 23)

Postby behappyalways » Sun Dec 24, 2023 7:08 pm

When looking at the top 3,000 publicly listed U.S. stocks, 25% currently have interest payments GREATER than cash flow from operations.
https://twitter.com/leadlagreport/statu ... 3180456977
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Re: Earnings (General News) 02 (Oct 16 - Dec 23)

Postby behappyalways » Sun Dec 31, 2023 2:38 pm

As the stock market rips in this Santa rally, nobody seems to have noticed that since the end of September, Q4 EPS estimates have been trimmed more than -5% and 2024 by -1%. Then again, who needs fundamentals when you have seasonals, momentum and a dovish Fed as tailwinds?
https://twitter.com/EconguyRosie/status ... 5043012701
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