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Earnings Outlook: Archive

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Breaking Down the Current Earnings Outlook

We can safely say that it has been a good reporting cycle, with the growth pace showing a notable accelerating trend and companies comfortably beating consensus estimates. But what about the coming periods?

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Mag 7 Members Report Strong Earnings, Double Down on CapEx

Alphabet became the latest member of the Mag 7 club to stick to its ever-rising spending on building out its artificial intelligence infrastructure. Will the investments pay off?

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Broad-Based Sector Growth Expected for 2025

2025 is expected to have all 16 Zacks sectors enjoy earnings growth, with eight expected to produce double-digit growth. But what else should investors know?

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Earnings Results & the Trump Administration

We discuss the ongoing Q4 earnings season and whether earnings releases may take the back seat to the new administration's daily announcements.

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Earnings Picture Remains Strong: A Closer Look

The picture emerging from the 2024 Q4 earnings season is one of strength and improving outlook, with the companies not only coming ahead of estimates but also providing reassuring guidance for the coming quarters.

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Q4 Earnings Season Kicks Off Strong

We are off to a solid start to the 2024 Q4 earnings season, with the big banks not only coming ahead of estimates but also providing reassuring guidance for the coming quarters.

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Broad-Based Growth Expected in 2025

The number of sectors enjoying strong growth is expected to expand notably from the narrow base we have been seeing lately, undoubtedly a positive development. But what else should investors know?

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Earnings Growth Expected to Broaden Beyond Tech

The current expectation is for double-digit earnings growth in each of the next two years, with the number of sectors enjoying strong growth notably expanding from the narrow base we have been seeing lately.

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Looking Ahead to the Q4 Earnings Season

For 2024 Q4, total S&P 500 earnings are expected to be up +7.5% on +4.7% higher revenues, continuing the recent growth streak. But what else should investors look out for during the period?

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Walmart & Target: A Closer Look at Retail Earnings

Target disappointed once again in its quarterly release, with the company not only missing estimates but also guiding lower. This is in sharp contrast to what we saw in Walmart's beat-and-raise quarterly report.

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What will the Coming Retail Earnings Reports Show?

We discuss what the coming Retail earnings reports will tell us about consumer spending trends.

TGTNegative Net Change WMTPositive Net Change GOOGLNegative Net Change METANegative Net Change

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Looking Ahead to Retail Sector Earnings

Home Depot became the first major conventional retailer to come out with Q3 results, helping kick off a busy period for the Retail sector overall. But what can investors expect from the rest?

TGTNegative Net Change WMTPositive Net Change LOWPositive Net Change HDPositive Net Change

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Breaking Down the Q3 Earnings Season Scorecard

Total Q3 earnings for the S&P 500 members that have reported results are up +6.9% on +5.2% higher revenues. Can the positivity continue?

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Tech Flexes Earnings Power: A Closer Look

The market loved the Tesla report last week and had a similar reaction to the Alphabet release, which have both helped kick off the reporting cycle for the Mag 7 group.

MSFTNegative Net Change TSLANegative Net Change GOOGLNegative Net Change

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Mag 7 Earnings Loom: What Can Investors Expect?

Without the Mag 7's substantial earnings contribution, Q3 earnings for the remaining S&P 500 index would be modestly in negative territory. Next week, several will reveal their results.

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Making Sense of the Early Q3 Earnings Results

This episode takes a look at the mixed results seen early on this earnings season from the banks to home-builders.

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Earnings Results Provide Reassuring Economic View

We are off to a positive start in the Q3 earnings season, with results not only beating estimates but also providing a reassuring read on underlying economic trends. Will the rest of the period stack up the same?

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A Detailed Analysis of Q3 Earnings Expectations

The Q3 earnings season will really get going with the big banks coming out with their results. But what can investors expect beyond?

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Earnings Growth Set to Accelerate

The year-over-year growth pace in aggregate earnings is expected to accelerate over the next four periods, with the absolute dollar level of quarterly earnings expected to reach new all-time records in each quarter as well.

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Q3 Earnings Season: A Look Ahead

Though expectations have been trending lower, total S&P 500 earnings are currently expected to be up +3.2% from the same period last year, which would pencil in the fifth consecutive period of growth. What else can investors expect?

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The Q3 Earnings Season Gets Underway

We still have a few weeks to go before the big banks unveil their quarterly results, but several early prints have already rolled in. What can investors expect as we get deeper into the period?

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What Will the Q3 Earnings Season Show?

Total S&P 500 earnings for Q3 are currently expected to be up +3.9% from the same period last year on +4.6% higher revenues, with the Tech sector again expected to deliver a strong performance. But what else should investors know?

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Previewing Q3 Earnings Season

Net margins in Q3 are expected to be modestly below the year-earlier level, with the Energy sector as the major reason for the decline.

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Q2 Earnings Reflect Positivity, But Q3 Estimates Decrease

The Q3 negative revisions trend is far more extensive than what we had seen in the comparable periods of the preceding two quarters, with estimates for only Tech and Finance increasing. But what else should investors know?

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Breaking Down Retail Earnings: Good or Bad?

For the Retail sector, we now have Q2 results from 96.2% of the sector's market capitalization in the S&P 500 index. Are there any underlying trends investors should be aware of?

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