FactSet Weekly Earnings Insight

FactSet Weekly Earnings Insight

Download on the App Store

FactSet Weekly Earnings Insight episodes

  • Largest Cuts to EPS Estimates in 2 Years

    FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then takes a deeper look at earnings estimate revisions by analysts and earnings guidance issued by S&P 500 companies for Q3.

    11 min
  • Fewer "Buy" Ratings on S&P 500 Stocks

    FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses ratings on S&P 500 stocks, specifically looking at aggregate sector-level ratings.

    7 min
  • More S&P 500 Companies Citing "Recession" on Calls

    FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500. He then discusses the unusually high number of S&P 500 companies that cited the term "recession" on their earnings calls for the second quarter.

    7 min
  • Q3 Earnings Estimates Falling

    FactSet Senior Earnings Analyst John Butters provides a final update of the key metrics for the second quarter earnings season for the S&P 500. He then discusses downward revisions to EPS estimates for S&P 500 companies for the third quarter, which have been larger than average.

    9 min
  • Market Not Punishing Negative Surprises

    FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're just finished the final peak week of the earnings season. He then discusses the price reactions to positive and negative EPS surprises reported by S&P 500 companies for the second quarter.

    9 min
  • Above-Average Estimate Cuts for Q3

    FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're starting the final peak week of the earnings season. He then discusses revisions to earnings estimates for S&P 500 companies for the third quarter.

    9 min
  • More Global Exposure Equals Higher Earnings Growth

    FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses the difference in earnings and revenue growth rates for the second quarter for S&P 500 companies with more or less international revenue exposure.

    9 min
  • S&P 500 Net Profit Margin Down Y/Y in Q2

    FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we've just started the peak weeks of the earnings season. He then discusses net profit margin expectations for the index. Given continuing high inflation, what are S&P 500 companies reporting for net profit margin in the second quarter and what are they projected to report in the second half of 2022?

    8 min
  • Q2 S&P 500 Earnings Growth: 9% to 12%

    FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which starts this week. He then discusses predictions for the actual earnings growth rate for the S&P 500 for Q2 after factoring in the impact of likely positive earnings surprises and some of the negative impacts to earnings and revenues that S&P 500 companies have already discussed on their earnings calls for Q2 to date.

    13 min

About FactSet Weekly Earnings Insight

From the publisher's feed

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…