S&P 500 – Earnings Estimate Progression
S&P 500 – Earnings Estimate Progression U.S. corporate earnings are not so bad. As the chart shows, earnings fundamentals are improving. Image: Fidelity Investments
S&P 500 – Earnings Estimate Progression U.S. corporate earnings are not so bad. As the chart shows, earnings fundamentals are improving. Image: Fidelity Investments
S&P 500 Earnings Estimate Progression The market doesn’t believe that the long term earnings power has changed and expects a V-shaped earnings recovery. Image: Fidelity Investments
Emerging Markets Earnings Estimates Emerging markets earnings estimates are falling from $105 to $77 in 2019. Image: 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 1.9%, and around 9.7% for 2020. Image: Fidelity Investments
Earnings Estimates: Emerging Markets Emerging markets are the hardest hit by the trade war. Image: Fidelity Investments
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. Image: Fidelity Investments
Top-Down Estimates of Earnings per Share Growth (S&P 500, STOXX 600, TOPIX, MXAPJ) After years of rallies fueled by soaring multiples, especially in tech and AI sectors, 2026 could see fundamentals take the lead. Image: Goldman Sachs Global Investment Research
S&P 500 Earnings and Estimates Optimism for 2026 earnings remains high after years of market gains and profit growth, but history shows confidence tends to waver once forecasts meet reality. Image: Real Investment Advice
Estimated Earnings Impact of 1pp Change in Statutory Tax Rate A one percentage point change in the corporate tax rate can have a measurable impact on U.S. corporate earnings, with small companies often feeling the effects more acutely than their larger counterparts. Image: Goldman Sachs Global Investment Research
S&P 500 Consensus Quarterly Earnings Actual and Consensus Estimates Despite a promising earnings outlook that could sustain market strength, investors would be wise to consider potential risks and already stretched market valuations. Image: Morgan Stanley Research
Drawdown from 12-Month Rolling Peak – S&P 500 Forward 12-Month Earnings-Per-Share Estimate The median decline in S&P 500 earnings over the past 12 recessions has been -13%. Image: Morgan Stanley Wealth Management