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US: Analytikere er begyndt at nedjustere både salg og overskud i US selskaber

Morten W. Langer

torsdag 17. april 2025 kl. 6:57

Uddrag fra Yardeni:

Analysts took a bigger hatchet to Q2 earnings forecasts

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Source: Yardeni

Since the March 31 week, the aggregate earnings estimate for the S&P 500 companies has fallen 1.0%, steeper than the 0.2% revenues decline. Only two sectors’ Q2 earnings estimates rose: Materials and Utilities, by 1.1% and 0.3%, while forecasts were shaved the most for Energy (-3.3%) and Industrials (-2.4).


Future quarterly forecasts have been falling earlier than usual

teaser image

Source: Yardeni

Although the Q1 earnings reporting season is still less than 10% complete, some analysts are not waiting to hear the results before cutting estimates for future quarters. They’re not likely to get much guidance anyway in these uncertain times. As a result, the S&P 500’s Q2-2025 revenues forecast has dropped 0.2% since the March 31 wee

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