Tag Archives: Earnings

August 20, 2018
Earnings

Earnings Update
 |  Newsclips

Since the tax reform bill was signed in December, earnings have been booming. As the chart above shows, Wall Street sees this as more than a temporary bump as the long-term earnings growth outlook has now topped over 16%. Only the peak of the tech bubble in late 1999 saw higher expectations, and that did not hold. Earnings have never been able to sustain this high a growth rate before, and certainly not starting in year eight of a recovery.... Read More

August 13, 2018
August 7, 2018
July 30, 2018
Earnings

Earnings Update: A Record Beat Rate And A Look At Tariff’s Effects
 |  Newsclips

The halfway point of Q2 2018 earnings season just passed and a record 85% of companies beat earnings expectations so far. Factset's review of the 159 earnings conference call transcripts through July 25 points to low levels of concern over tariffs. Only 19 (12%) saw "at least" a modest impact from tariffs and 17 worried about the future impact of tariffs. Roughly 83% of earnings conference calls either saw no reason to mention tariffs or mentioned them and concluded they are having no effect on earnings.... Read More

July 25, 2018
July 24, 2018
July 23, 2018
July 16, 2018
July 9, 2018
Earnings

Q2 2018 Earnings Season Preview
 |  Newsclips

Q2 1018 earnings season gets underway this week. Earnings growth expectations are above 20% for the second time since 2010, while revenue expectations are their highest since 2011. Guidance is its most positive in about 20 years. With expectations so high, merely good results could be seen as a disappointment.... Read More

June 7, 2018
June 4, 2018
May 30, 2018
May 14, 2018
May 7, 2018
April 30, 2018
April 23, 2018
April 16, 2018
April 9, 2018
March 22, 2018