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FactSet Weekly Earnings Insight

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Rating
★★★★★
4.5
from
4 reviews
This podcast has
83 episodes
Language
English
Publisher
FactSet
Explicit
No
Date created
2020/09/22
Latest episode
2022/06/27
Average duration
10 min.
Release period
8 days

Description

In this weekly podcast, Senior Earnings Analyst John Butters provides an update on S&P 500 corporate earnings and related topics. The podcast delivers analysis and commentary on trends in corporate earnings data for the S&P 500 including revisions to estimates, year-over-year growth, performance relative to expectations, and valuations.

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Analysts Lowering Target Prices for S&P 500 Cos.
2022/06/27
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the SandP 500, which starts in about three weeks. He then discusses target prices on the SandP 500.
High Buy Ratings on S&P 500 Stocks
2022/06/20
Despite higher inflation, rising interest rates, military conflict in Ukraine, fear of recession, and stock price declines, analysts continue to have an unusually high number of Buy ratings on stocks in the SandP 500.
More Than 400 S&P 500 Companies Talking “Inflation”
2022/06/13
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the SandP 500, which starts in about five weeks. He then discusses the number of SandP 500 companies that have commented on inflation on their earnings calls for the first quarter.
Analysts Not Lowering 2022 EPS Estimates
2022/06/06
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, the final update on the first-quarter earnings season. He then discusses earnings estimate revisions for the second quarter.
59% of S&P 500 Companies Citing “Ukraine” on Earnings Calls
2022/05/30
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, as we're wrapping up the final weeks of the earnings season. He then discusses the number of SandP 500 companies commenting on Ukraine on their earnings calls for the first quarter.
Market Punishing Positive EPS Surprises
2022/05/23
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, as we're wrapping up the final weeks of the earnings season. He then discusses the stock price reaction to positive and negative earnings surprises reported by SandP 500 companies and the number of SandP 500 companies discussing supply chain on earnings calls for the first quarter.
85% of S&P 500 Companies Talking About “Inflation”
2022/05/16
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, as we're wrapping up the final weeks of the earnings season. He then discusses the number of companies in the SandP 500 discussing inflation on their first quarter earnings calls and changes in the forward P/E ratio for the SandP 500.
S&P 500 Forward P/E Ratio Falls Below 18
2022/05/09
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, as we've just finished the peak weeks of the earnings season. He then discusses the change in the forward P/E ratio for the SandP 500 in recent weeks and the price reaction to positive earning surprises reported by SandP 500 companies for the first quarter.
Ex Amazon, S&P 500 Reporting 10% Earnings Growth
2022/05/02
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, as we're in the middle of the peak weeks of the earnings season. He then discusses the factors contributing to the lower earnings growth rate being reported by the SandP 500 for the first quarter relative to recent quarters. How much are some of the recent high-profile earnings misses contributing to lower growth?
More Global Exposure Equals Higher Earnings Growth
2022/04/25
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, as we're in the middle of the peak weeks of the earnings season. He then discusses earnings and revenue performance for SandP 500 companies with more international exposure. Given the military conflict in Ukraine and the resurgence of COVID in China, are SandP 500 companies with more international revenue exposure reporting lower earnings and revenue growth than SandP 500 companies with more domestic revenue exposure for the first quarter?
S&P 500 Profit Margins Falling for 3rd Straight Quarter
2022/04/18
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the SandP 500, which started this past week. He then discusses net profit margins. Given continued high inflation, what are SandP 500 companies reporting for a net profit margin for the first quarter?
EPS Surprises Could Push Q1 Growth Above 10%
2022/04/11
FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the SandP 500. He then discusses predictions for the actual earnings growth rate for the SandP 500 for the first quarter assuming that the number and magnitude of positive earning surprises are at average levels. He also reviews comments on negative impacts on earnings and revenues from the small number of SandP 500 companies that have already reported results for the first quarter.

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4.5 out of 5
4 reviews
★★★☆☆
joelryan20 2020/10/12
So redundant
Great concept, poor execution. I don’t care that 30 companies are reporting earnings, I care which of those 30 are noteworthy. So many banks are repo...
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