Closing the Quarter – Q4’22
As we emerge from the Q4 and FY 2022 reporting period, there are several forces at play contributing toward this varied environment.
March 3, 2023
Earnings Snap and Major Policy Implications
This week we’re taking a look at Major Policy Implications, The Bipartisan Infrastructure Bill, and The Inflation Reduction Act
February 24, 2023
This Week in Earnings: Materials – Q1’23
We analyzed earnings calls and annual revenue and EPS guidance provided by calendar-year Materials companies with market caps greater than $500M that have reported to date.
February 10, 2023
This Week in Earnings: Consumer Discretionary – Q1’23
We analyzed earnings calls and annual revenue and EPS guidance provided by calendar-year consumer discretionary companies with market caps greater than $500M that have reported to date.
February 3, 2023
This Week in Earnings: Industrials – Q1’23
We analyzed annual revenue and EPS guidance provided by calendar-year industrial companies with market caps greater than $500M that have reported to date; and analyze a broader industrials universe to identify key themes
January 27, 2023
This Week in Earnings: U.S. Banks – Q1’23
Our Survey finds a mixed bag of industrial investor sentiment, but at less downbeat levels quarter-over-quarter. Expectations are for low-single-digit 2023 organic growth while growth investments garner increased support.
January 20, 2023
Q4’22 Inside The Buy-Side® Industrial Sentiment Survey®
Industrial Investor Sentiment a Mixed Bag but Less Downbeat QoQ; Expectations Are for Low-Single-Digit 2023 Organic Growth while Growth Investments Garner Increased Support
January 19, 2023
January 13, 2023
Early Read from Inside The Buy-Side® Q4’22 Earnings Primer®
Next week, we publish our Inside The Buy-Side® Q4’22 Earnings Primer® report, and with it, a surfeit of interesting data and insights into top earnings call topics, growth CapEx expectations, expected U.S. GDP growth rates, and views on key economic indicators, to call out just a few areas.
January 6, 2023
2022 In Review
In 2022, we published our milestone Inside The Buy-Side 50th Earnings Primer® and 30th
Industrial Sentiment Survey® editions; four “Commencing the Quarter” and “Closing the
Quarter” issues; 15 Earnings Snaps; and covered key topics
December 16, 2022