Search Results for: earnings growth

S&P 500 Earnings Growth S&P 500 EPS growth could turn negative amid the trade war. Picture source: Morgan Stanley Research

Earnings Growth and the Fed Cycle Analysts remain optimistic on 2020. This chart shows the expected earnings growth over the next 12 months. Picture source: Fidelity Investments

S&P 500 Return: Earnings Growth vs. Multiple Expansion Since the beginning of the year, the multiple expansion explains the S&P 500 return. You may also like “U.S. Equities and The World: Earnings Growth vs. Multiple Expansion.” Picture source: Strategas

U.S. Equities and The World: Earnings Growth vs. Multiple Expansion Since the 2009 low, the strong performance of the U.S. markets comes from earnings growth (73%) and multiple expansion (27%). You may also like “S&P 500 Return: Earnings Growth vs. Multiple Expansion.” Picture source: Goldman Sachs Global Investment Research

A Look at Earnings Growth around the World Earnings growth are slowing, but global activity should improve in the second-half of the year. Picture source: Fidelity Investments

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

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

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. Picture source: Goldman Sachs Global Investment Research

Earnings Estimate Progression The consensus growth estimate for Q3 earnings stands at -3.2%, but the earnings recovery seems better than 2016. The Fed’s dovish pivot and low interest rates should continue to support the U.S. stock market. Picture source: Fidelity Investments

Earnings Estimate Progression This chart shows the earnings estimate progression since 2013. For this year, the consensus estimate of EPS growth is currently around 2.5%. Picture source: Fidelity Investments