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Earnings Preview: Archive

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Are Q3 2019 Earnings Results Really That Good?

With results from almost 15% of S&P 500 members already out, we have a fairly representative sample to judge the Q3 earnings season. The market appears to like the results. But are the results really are that good?

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What to Expect from Q3 Earnings Season with Big Banks Set to Report?

For Q3 as a whole, total earnings for the index are expected to decline -5% from the same period last year on +4.2% higher revenues, with 11 of the 16 Zacks sectors expected to have lower earnings compared to the year-earlier period...

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Big Bank Earnings Preview and Early Q3 2019 Results

Estimates have been steadily coming down for banks, with JPMorgan's Q3 EPS estimate of $2.42 down from $2.50 three months back. We see a similar trend for full-year 2019 and 2020 estimates for JPMorgan and most of its peers...

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Weak Start to the Q3 2019 Earnings Season

It is premature to draw any firm conclusions from the Q3 2019 results that have come out already, but we are off to a weak start, particularly on the revenues front...

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The Q3 2019 Earnings Season Gets Underway

By the time JPMorgan (JPM) reports on October 15, we will have seen such Q3 results from almost two dozen S&P 500 members...

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Looking Ahead to the Q3 2019 Earnings Season

The fact is that by the time JPMorgan (JPM) reports September-quarter results on October 15th, we will have seen Q3 results from almost two dozen S&P 500 members already...

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Retail Earnings in Focus

This upcoming week is the last major reporting week of the Q2 earnings season, with more than 120 companies coming out with results.

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Making Sense of This Market

Treasury bond yields have become an excellent proxy for watching the interplay of all the current economic worries in real time. And the relationship has been fairly straight forward. But there is much more investors need to know...

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The Earnings Picture is Good Enough

The overall picture emerging from the Q2 earnings season is good enough; not great, but not bad either...

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A Reassuring Earnings Picture

The Technology sector has helped stabilize the aggregate earnings growth picture, with Q2 no longer expected to be in negative territory. The picture beyond the Technology space has been decent enough as well...

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3 Takeaways from Q2 Earnings Results Thus Far

It is hard to draw any firm conclusions from the June-quarter earnings results that we have seen already. But we do find the absence of major negative surprises at this stage as reassuring and generally favorable.

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What to Expect from Bank Earnings?

Bank stocks have done reasonably well lately, contrary to general perception of the group as a laggard and victim of the dovish Fed outlook. But what should investors expect from the big banks in the second quarter?

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Handicapping the Q2 2019 Earnings Season

For Q2, total earnings for the S&P 500 index will decline -2.9% from the same period last year on +4.3% higher revenues...

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Q2 Earnings Season Preview

We have Q2 results from 8 S&P 500 members to this point and another 12 index members are on deck to report results this week.

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Looking Ahead to the Q2 2019 Earnings Season

The fact is that by the time the big banks come around to report June-quarter results on July 14, we will have seen Q2 results from almost two dozen S&P 500 members already.

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Previewing Department Store Stock Q1 Earnings

The earnings focus lately has been on the Retail sector and this week's reporting docket keeps the spotlight firmly on the space.

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What is Weighing on Macy's (M) & other Department Store Stocks?

The earnings focus shifts to the Retail sector this week as traditional brick-and-mortar retailers come out with their quarterly results. Most of these stocks have struggled this year, with Macy's (M) underperformance particularly notable.

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Three Takeaways from the Q1 Earnings Season

With results from more than 77% of S&P 500 members already out and another 60 on deck to report this week, the bulk of the reporting cycle is now behind us.

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Positive EPS Beats 2nd Highest in 5 Years

Of the 230 S&P members that reported Q1 results through Friday, April 26th, 79.1% have beaten EPS estimates and 58.7% have beaten revenue estimates.

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3 Trends Emerging from the Q1 Earnings Season

The growth challenge expected this season is very real, but its not the gloom and doom that many had feared.

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Earnings Optimism Following Bank Results

If we aggregate these positive surprises to the entire S&P 500 index, then it is reasonable to envision a Q1 earnings growth pace that may not be negative, after all.

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Previewing Bank Earnings

JPMorgan (JPM) and Wells Fargo (WFC) kick-off the Q1 earnings season for the group on Friday, April 12th, with a host of industry players following suit the following week. The question is whether these quarterly results can serve as a catalyst for bank stocks?

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Earnings Recession Fears Are Exaggerated

With earnings growth expectations for the first quarter of 2019 already in negative territory and estimates for 2019 Q2 moving in that direction as well, there is growing talk of an impending earnings recession...

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Soft Start to Q1 Earnings Season

First quarter 2019 growth for these 11 S&P 500 index members is tracking notably below what we had seen in the recent past and positive revenue surprises also appear to be on the weak side...

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Q1 Earnings Season Gets Underway

The fact is that by the time the big banks come around to report March-quarter results on April 12, we will have seen Q1 results from almost two dozen S&P 500 members already.

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