Earnings – S&P 500 LTM EPS Growth YoY

Earnings – S&P 500 LTM EPS Growth YoY Morgan Stanley’s leading earnings indicator suggests a positive outlook for S&P 500 EPS over the next 12 months, indicating a potential increase in profitability. Image: Morgan Stanley Research

S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS

S&P 500 Historical FY2 EPS Revisions vs. Consensus EPS Consensus EPS estimates for 2024 continue to track a typical non-recessionary year revision trend, suggesting a positive outlook for the market and the potential for strong corporate earnings growth. Image: BofA US Equity & Quant Strategy

U.S. ISM Manufacturing PMI vs. S&P 500 EPS Growth

U.S. ISM Manufacturing PMI vs. S&P 500 EPS Growth A rise in the U.S. ISM manufacturing PMI is suggesting positive growth in 1Q EPS, with expectations of outperforming the initial projections. Image: BofA US Equity & Quant Strategy

EPS Revisions

EPS Revisions In comparison to the rest of the S&P 500, the Magnificent 7 stocks experienced positive EPS revisions. Image: Goldman Sachs Global Investment Research

Bottom-Up Consensus S&P 500 EPS Estimates

Bottom-Up Consensus S&P 500 EPS Estimates Consensus EPS estimates for 2025 may paint a rosy picture. Is there a possibility of downward revisions due to unforeseen economic challenges or shifts in market conditions? Image: Goldman Sachs Global Investment Research

S&P 500 NTM EPS vs. Total Return Level

S&P 500 NTM EPS vs. Total Return Level NTM EPS estimates exert a powerful influence on the performance and direction of the U.S. equity market, making them a significant driving force. Image: Morgan Stanley Research

S&P 500 EPS Growth vs. Buyback Growth

S&P 500 EPS Growth vs. Buyback Growth While EPS growth may be one factor influencing a company’s decision to repurchase its own shares, it is just one of many potential drivers of buyback activity. Image: Goldman Sachs Global Investment Research

S&P 500 EPS

S&P 500 EPS Goldman Sachs predicts a robust 8% growth in earnings per share (EPS) for the year 2024, followed by a steady 6% growth in 2025, driven by a combination of robust sales growth and conservative margin expansion. Image: Goldman Sachs Global Investment Research

S&P 500 EPS vs. Trend

S&P 500 EPS vs. Trend Do consensus EPS estimates for 2024 and 2025 accurately reflect an optimistic outlook, or are they overly optimistic? Image: J.P. Morgan

Total Equity Fund Flows vs. S&P 500 EPS Growth

Total Equity Fund Flows vs. S&P 500 EPS Growth Over the past 5 weeks, equity funds have seen inflows of $75 billion. The relationship between equity fund inflows and the growth in earnings of S&P 500 companies exhibits a discernible correlation. Image: Deutsche Bank Asset Allocation