Industrials Anticipated to Capture Momentum in Multi-year Capex Cycle Aligned with Secular Trends, But Potential Dampening Effects of Tariffs on Demand Weighs Near Term
Industrials Anticipated to Capture Momentum in Multi-year Capex Cycle Aligned with Secular Trends, But Potential Dampening Effects of Tariffs on Demand Weighs Near Term
Investor Mindset Does a Shift-and-Lift to ‘Cautious Optimism’ as Sentiment Recovers from Largest QoQ Pullback in a Decade; A Concerning Consumer in Focus for 2H25
IR Magazine featured data from the Q1’22 Inside The Buy-Side® Earnings Primer® in a recent article about increasing bearish sentiment in the market.
The research finds that expectations around key financial metrics have dropped noticeably: around four in 10 respondents (41 percent) think earnings per share will worsen this quarter, a jump from 17 percent during the last earnings season.
In addition, only a quarter say free cash flow and margins will improve sequentially, a fall from around 50 percent three months ago.
Read the full article: Companies face tough earnings season as bearish sentiment grows, reports survey
Since 2007, Corbin Advisors has tracked investor sentiment on a quarterly basis. Access Inside The Buy-Side® and other research on real-time investor sentiment, IR best practices and case studies at corbinadvisors.com.
Corbin is a leading investor research and investor communications advisory firm accelerating value realization globally. We engage deeply with our clients — companies ranging from pre-IPO to over $700 billion in market cap across all sectors globally — to increase equity market value. We deliver research-based insights and execution excellence through a cultivated and caring team of experts with deep sector and situational experience, a best practice approach, and an outperformance mindset. We have a long track record of delivering successful client outcomes, most notably through rerating and compounding equity valuations through our Voice of Investor® research and counsel.
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