S&P 500 EPS

S&P 500 EPS In Q2 2024, S&P 500 EPS increased by 11% year-over-year, reflecting a strong earnings season where 79% of companies surpassed analysts’ expectations. Image: Goldman Sachs Global Investment Research

S&P 500 EPS Beat

S&P 500 EPS Beat Although beating EPS estimates is generally viewed favorably, consumer discretionary stocks haven’t shown substantial positive movement the day after the release of better-than-expected earnings. Image: Goldman Sachs Global Investment Research

S&P 500 EPS and Index Level Forecasts

S&P 500 EPS and Index Level Forecasts Over time, stock prices are driven by earnings. According to Goldman Sachs, the S&P 500 is expected to see earnings per share growth of 8% in 2024 and 6% in 2025. Image: Goldman Sachs Global Investment Research

Bottom-Up Consensus S&P 500 EPS Estimates

Bottom-Up Consensus S&P 500 EPS Estimates Goldman Sachs expects the S&P 500 to see stronger earnings growth in the second half of 2024, driven by resilient economic conditions and sales growth. Image: Goldman Sachs Global Investment Research

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

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 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

U.S. Economic Growth vs. S&P 500 EPS Growth

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

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