Goldman Sachs har analyseret de amerikanske virksomheders indtjening i fjerde kvartal 2021 og konkluderer, at indtjeningen overgik estimaterne. 84 pct. af regnskaberne er offentliggjort, og 52 af selskaberne har haft bedre resultater end estimater. Det er bedre end det historiske gennemsnit på 47 pct. Banken venter dog en svagere indtjening i år og vurderer, at EPS bliver på 8 pct.
Uddrag fra Goldman Sachs:
Surprise, Surprise
US earnings results have so far proved resilient in Q4 2021, outpacing consensus estimates.
With 84% of companies having reported, 52% have beaten earnings estimates by more than one standard deviation, above the historical average of 47%.
In our view, earnings growth will continue to normalize, but stay supportive of valuations, and deliver 8% EPS growth for 2022.
Source: Goldman Sachs Global Investment Research. As of February 17, 2022.