FactSet Weekly Earnings Insight
FactSet Weekly Earnings Insight
FactSet
In this weekly podcast, Senior Earnings Analyst John Butters provides an update on S&P 500 corporate earnings and related topics. The podcast delivers analysis and commentary on trends in corporate earnings data for the S&P 500 including revisions to estimates, year-over-year growth, performance relative to expectations, and valuations.
Largest Cuts to EPS Estimates in 2 Years
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the SandP 500. He then takes a deeper look at earnings estimate revisions by analysts and earnings guidance issued by SandP 500 companies for Q3.
Oct 3, 2022
10 min
Analysts Project 26% Price Increase for S&P 500
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the SandP 500. He then discusses the bottom-up target price for the SandP 500 as a whole and individual sectors.
Sep 26, 2022
7 min
Fewer "Buy" Ratings on S&P 500 Stocks
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the SandP 500. He then discusses ratings on SandP 500 stocks, specifically looking at aggregate sector-level ratings.
Sep 19, 2022
6 min
More S&P 500 Companies Citing "Recession" on Calls
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the SandP 500. He then discusses the unusually high number of SandP 500 companies that cited the term "recession" on their earnings calls for the second quarter.
Sep 12, 2022
6 min
Q3 Earnings Estimates Falling
FactSet Senior Earnings Analyst John Butters provides a final update of the key metrics for the second quarter earnings season for the SandP 500. He then discusses downward revisions to EPS estimates for SandP 500 companies for the third quarter, which have been larger than average.
Sep 5, 2022
8 min
Market Not Punishing Negative Surprises
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the SandP 500, as we're just finished the final peak week of the earnings season. He then discusses the price reactions to positive and negative EPS surprises reported by SandP 500 companies for the second quarter.
Aug 8, 2022
9 min
Above-Average Estimate Cuts for Q3
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the SandP 500, as we're starting the final peak week of the earnings season. He then discusses revisions to earnings estimates for SandP 500 companies for the third quarter.
Aug 1, 2022
8 min
More Global Exposure Equals Higher Earnings Growth
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the SandP 500, as we're in the middle of the peak weeks of the earnings season. He then discusses the difference in earnings and revenue growth rates for the second quarter for SandP 500 companies with more or less international revenue exposure.
Jul 25, 2022
8 min
S&P 500 Net Profit Margin Down Y/Y in Q2
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the SandP 500, as we've just started the peak weeks of the earnings season. He then discusses net profit margin expectations for the index. Given continuing high inflation, what are SandP 500 companies reporting for net profit margin in the second quarter and what are they projected to report in the second half of 2022?
Jul 18, 2022
7 min
Q2 S&P 500 Earnings Growth: 9% to 12%
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the SandP 500, which starts this week. He then discusses predictions for the actual earnings growth rate for the SandP 500 for Q2 after factoring in the impact of likely positive earnings surprises and some of the negative impacts to earnings and revenues that SandP 500 companies have already discussed on their earnings calls for Q2 to date.
Jul 11, 2022
12 min
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