Consensus EPS Growth Expectations

Consensus EPS Growth Expectations Corporate earnings estimates get more optimistic for 2020. Image: Deutsche Bank Asset Allocation

EPS Growth Over Time

EPS Growth Over Time This chart shows that negative EPS growth doesn’t always mean a recession is coming. Image: Goldman Sachs Global Investment Research

Buyback Contribution to EPS Growth

Buyback Contribution to EPS Growth Buybacks constitute a very important part of the earnings payout. Without them, there is no EPS growth. Image: Credit Suisse Research

Median S&P 500 EPS Growth

Median S&P 500 EPS Growth The median U.S. company is expected to grow earnings per share by 3% in the third quarter of 2019. That’s pretty good news. Image: Goldman Sachs Global Investment Research

EPS Growth This Cycle

EPS Growth This Cycle This chart shows the exceptional earnings growth in the technology sector over this business cycle. Image: KKR Global Macro

S&P 500 Forward EPS and World Trade Growth

S&P 500 Forward EPS and World Trade Growth The chart shows a pretty good correlation between the S&P 500 forward 12-month EPS and the CPB World Trade Index. Image: Oxford Economics, Macrobond

S&P 500 Earnings Estimates and Forward EPS

S&P 500 Earnings Estimates and Forward EPS The U.S. stock market needs earnings growth to rise this year. EPS growth could rebound to 8%. Image: Fidelity Investments

S&P 500 EPS Forecast

S&P 500 EPS Forecast Despite the earnings squeeze, Goldman Sachs is still positive on the S&P 500 earnings outlook. In 2020, U.S. and global growth should rebound modestly. Image: Goldman Sachs Global Investment Research