Ifølge Thomson Reuters, der løbende tracker analytikernes estimater, har analytikerne siden 1. juli nedjusteret deres overskudsforventninger i 7 ud af 10 brancher. Energi harhaft største fremgang.
Om de aflagte Q2 regnskaber oplyses det:
Second quarter earnings are expected to decline 2.9% from Q2 2014. Of the 23 companies in the S&P 500 that have reported earnings to date for Q2 2015, 70% have reported earnings above analyst expectations. This is above the long-term average of 63% and below the average over the past four quarters of 69%. 48% of companies have reported Q2 2015 revenue above analyst expectations.
This is below the longterm average of 60% and is below the average over the past four quarters of 56%. For Q2 2015, there have been 97 negative EPS preannouncements issued by S&P 500 corporations compared to 24 positive EPS preannouncements. By dividing 97 by 24, one arrives at an N/P ratio of 4.0 for the S&P 500 Index.
The forward four-quarter (3Q15 – 2Q16) P/E ratio for the S&P 500 is 16.3. During the week of July 13, 38 S&P 500 companies are expected to report Q2 2015 earnings.
