FactSet Weekly Earnings Insight-logo

FactSet Weekly Earnings Insight

Business & Economics Podcasts

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.

Location:

United States

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.

Language:

English


Episodes
Ask host to enable sharing for playback control

Largest Cuts to EPS Estimates in 2 Years

10/3/2022
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.

Duration:00:10:03

Ask host to enable sharing for playback control

Analysts Project 26% Price Increase for S&P 500

9/26/2022
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 bottom-up target price for the S&P 500 as a whole and individual sectors.

Duration:00:07:24

Ask host to enable sharing for playback control

Fewer "Buy" Ratings on S&P 500 Stocks

9/19/2022
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.

Duration:00:06:43

Ask host to enable sharing for playback control

More S&P 500 Companies Citing "Recession" on Calls

9/12/2022
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.

Duration:00:06:37

Ask host to enable sharing for playback control

Q3 Earnings Estimates Falling

9/5/2022
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.

Duration:00:08:12

Ask host to enable sharing for playback control

Market Not Punishing Negative Surprises

8/8/2022
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.

Duration:00:08:59

Ask host to enable sharing for playback control

Above-Average Estimate Cuts for Q3

8/1/2022
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.

Duration:00:08:55

Ask host to enable sharing for playback control

More Global Exposure Equals Higher Earnings Growth

7/25/2022
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.

Duration:00:08:23

Ask host to enable sharing for playback control

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

7/18/2022
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?

Duration:00:07:55

Ask host to enable sharing for playback control

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

7/11/2022
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.

Duration:00:12:13

Ask host to enable sharing for playback control

More Negative Guidance But Fewer Estimate Cuts

7/5/2022
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 in about one week. He then discusses analyst revisions to earnings estimates and company guidance for S&P 500 companies for the second quarter and the full year.

Duration:00:11:59

Ask host to enable sharing for playback control

Analysts Lowering Target Prices for S&P 500 Cos.

6/27/2022
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 in about three weeks. He then discusses target prices on the S&P 500.

Duration:00:09:02

Ask host to enable sharing for playback control

High Buy Ratings on S&P 500 Stocks

6/20/2022
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 S&P 500.

Duration:00:07:22

Ask host to enable sharing for playback control

More Than 400 S&P 500 Companies Talking “Inflation”

6/13/2022
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 in about five weeks. He then discusses the number of S&P 500 companies that have commented on inflation on their earnings calls for the first quarter.

Duration:00:07:23

Ask host to enable sharing for playback control

Analysts Not Lowering 2022 EPS Estimates

6/6/2022
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, the final update on the first-quarter earnings season. He then discusses earnings estimate revisions for the second quarter.

Duration:00:09:05

Ask host to enable sharing for playback control

59% of S&P 500 Companies Citing “Ukraine” on Earnings Calls

5/30/2022
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're wrapping up the final weeks of the earnings season. He then discusses the number of S&P 500 companies commenting on Ukraine on their earnings calls for the first quarter.

Duration:00:07:44

Ask host to enable sharing for playback control

Market Punishing Positive EPS Surprises

5/23/2022
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 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 S&P 500 companies and the number of S&P 500 companies discussing supply chain on earnings calls for the first quarter.

Duration:00:12:12

Ask host to enable sharing for playback control

85% of S&P 500 Companies Talking About “Inflation”

5/16/2022
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're wrapping up the final weeks of the earnings season. He then discusses the number of companies in the S&P 500 discussing inflation on their first quarter earnings calls and changes in the forward P/E ratio for the S&P 500.

Duration:00:10:47

Ask host to enable sharing for playback control

S&P 500 Forward P/E Ratio Falls Below 18

5/9/2022
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 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 S&P 500 in recent weeks and the price reaction to positive earning surprises reported by S&P 500 companies for the first quarter.

Duration:00:10:32

Ask host to enable sharing for playback control

Ex Amazon, S&P 500 Reporting 10% Earnings Growth

5/2/2022
FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first 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 factors contributing to the lower earnings growth rate being reported by the S&P 500 for the first quarter relative to recent quarters. How much are some of the recent high-profile earnings misses contributing to lower growth?

Duration:00:08:32