Search Results for: EPS growth

Global Composite PMI and EPS Growth The Global Composite PMI serves as a leading indicator for EPS growth, with its trends providing insights into future corporate earnings performance. Image: J.P. Morgan

S&P 500 Quarterly YoY EPS Growth Relative to Consensus Expectations The latest consensus estimate points to a 9% surge in S&P 500 EPS for the second quarter, marking the strongest growth since 2021. Will S&P 500 companies continue to beat analyst expectations? Image: Goldman Sachs Global Investment Research

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

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

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

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

U.S. Economic Growth vs. S&P 500 EPS Growth Economic growth is a driver of earnings growth, as it creates opportunities for businesses to expand their operations, increase sales, and generate higher profits. Image: Goldman Sachs Global Investment Research

S&P 500 EPS Growth Estimates Analysts still expect S&P 500 earnings to improve going forward. Image: Goldman Sachs Global Investment Research

ISM Manufacturing New Orders vs. U.S. 12-Month Trailing EPS Growth ISM Manufacturing New Orders tend to lead U.S. 12-month trailing EPS growth by 3 months. Image: Morgan Stanley Wealth Management

Earnings – PPI vs. U.S. EPS Growth U.S. earnings per share are expected to decline. Image: Steno Research