Today, we’re providing a mid-week update outside of our regularly scheduled Friday Thought Leadership amid the rapidly changing events following Silicon Valley Bank’s (SVB) collapse. With the significant amount of data and news flow we’re all receiving, we wanted to provide you with actionable insights and selected recommendations on how to navigate and communicate through this environment, based on what we know today.
As we emerge from the Q4 and FY 2022 reporting period, there are several forces at play contributing toward this varied environment.
This week we’re taking a look at Major Policy Implications, The Bipartisan Infrastructure Bill, and The Inflation Reduction Act
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.
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.
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
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.
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
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.
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