Las ganancias en empresas del S&P 500 han superado expectativas

Genevieve Signoret & Patrick Signoret

Las ganancias en empresas del S&P 500 han superado expectativas, escriben Julian Emanuel, Kelly Sofka y Omar Elangabwy de UBS (US Equity and Derivatives Strategy, 3 febrero 2014) con base en los reportes de ganancias de empresas representando dos tercios del índice.

249 companies representing 66.7% of S&P 500 market cap have reported. Companies (ex-Financials) have surprised on earnings estimates by 4.0% (incl. Financials beat by 3.6%). 70% have beaten EPS vs. an average of 71% since the recovery began (2Q09). Ex-Financials, consensus earnings growth is expected to increase by 4.4%. Companies (ex-Financials) have surprised on revenues by 0.3% (incl. Financials beat by 0.5%). 59% have exceeded revenue forecasts vs. an average of 50% during the recovery. Ex-Financials, consensus revenue growth is expected to increase by 2.1%.