While performances have varied from company to company, in aggregate, Industrials currently represent the only sector in the S&P 500 where the majority of reported top-line figures have come in below consensus.
As we noted heading into earnings season, investor optimism, including that captured in our Industrial Sentiment Survey®, is seemingly outpacing corporate reality at this time, but executive commentary suggests increasing hope and optimism around normalization and back-half acceleration. Flagging headwinds are hampering straight-line momentum and the U.S. Presidential Election is more and more cited as curtail capex confidence, especially large, long-cycle projects. Year-over-year, the tone is improved.
Amy Garbowicz has been a team member at Corbin Advisors since 2021
While overall Bank positioning paints the picture of increasing optimism, there remains a continued dosage of caution, and many executives were careful to call an outright turnaround in conditions just yet. But, when we assess tone quarter-to-quarter, it continues to inflect more positively… another sign that 2024 is starting off strong.
This earnings season, Banks highlighted the enduring benefits of scale and deposit stickiness in an economy buoyed by low unemployment and persistent consumer spending.
Industrial Investor Optimism Continues to Rise as Expectations for Broad-Based Weakness are Replaced with Anticipation of an Improving Landscape Amid Inventory Normalization and Orders Green Shoots
During our webinar The Big So What™ – Q1’24 Earnings Season our Founder & CEO, Rebecca Corbin provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as share actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.
Access webinar replay and materials: “The Big So What™ – Q1’24 Earnings Season,” presented by Corbin Advisors Founder and CEO Rebecca Corbin
Heading into Earnings Season, Optimism Tracks Higher as Investors Cast Off Recessionary Concerns, Adapt to Higher-for-Longer, and Embrace AI…Margin Focus Gets a Shot in the Arm
In line with findings from our Inside The Buy-Side® Earnings Primer®, commentary from earnings call thus far reveal a cautiously optimistic tone among executives.
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