What’s The Risk Of An Earnings Recession in 2019? Maybe Less Than You May Think US-China trade uncertainty is the enemy of growth, and the impact of tariffs will weigh on corporate profits. But it looks like we’ll avert an earnings recession in 2019 if a trade deal with China is reached this summer. Image:…
S&P 500 Quarterly Net Profit Margin (ex. Financials & Utilities) Corporate America is delivering solid profits, with margins expected to reach 15% in the third quarter of 2026. For investors hoping the rally has further to run, that strength offers strong support. Image: Goldman Sachs Global Investment Research
S&P 500 Forward P/E Ratio and Forward EPS Sustainable bull markets are driven by corporate earnings and fundamentals, not just hope. Vibes can lift prices for a while, but profits are what keep the rally going. Image: BCA Research
Share of S&P 500 Company Quarter-Ahead EPS Guidance Above Consensus Estimates Strong earnings and confident forecasts are keeping corporate America bullish on near-term profits, adding fuel to already rich valuations. As long as companies deliver, investors are willing to look past rich pricing. Image: Goldman Sachs Global Investment Research
U.S. vs. Rest of World – 12-Month Forward Earnings Per Share U.S. corporate earnings have led the pack in recent years, but overseas profits are finally closing the gap. That momentum shift could mark an important turning point, one that opens opportunities in international large-caps. Image: Deutsche Bank Research