CHART OF THE DAY: Late-Cycle #Earnings Slowdown

01/27/15 08:28AM EST

CHART OF THE DAY: Late-Cycle #Earnings Slowdown - chart

Editor's note: This is a brief excerpt from Hedgeye CEO Keith McCullough's Morning Newsletter today. 

With US Earnings Season underway, here are some early highlights (with ~20% of SPX constituents having reported – see Chart of The Day for color coded rate of change breakdown):

  1. From an operating momentum perspective this is about as ugly as it’s been in recent memory
  2. Only 33% of companies are registering sequential acceleration in sales growth thus far
  3. Only 40% registering sequential margin expansion, and 50% seeing sequential acceleration in EPS growth


© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.