Q1'25 Inside The Buy-Side® Earnings Primer®

Commencing the Quarter – Q1’25

In the interim, companies should expect order books to slow and decision-making hesitancy to rise. Countries will respond with tariffs of their own, engage in dialogue with the Trump Administration, and jockey for position.

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Corporate Tariff Communications

As trade policy uncertainty continues to dominate headlines, the frequency and intensity of analyst inquiries regarding tariffs is increasing. All public companies, regardless of size, should anticipate more direct questions about tariffs at upcoming industry conferences, investor meetings, and earnings.

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White Paper: Sector Spotlight: Regional Banks

Achieving a premium valuation in the Regional Banks sector is no easy feat. Characterized by interest rate sensitivity and hundreds of peers competing for investor attention, outperformance
requires consistent through-cycle performance — driven by effective capital allocation, prudent risk management, and strong, differentiated investor communications — to stand out from the pack.

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White Paper: Maximizing Valuation through Strategic Investor Communication

The modern investor is inundated — with data, news streams, industry events, conferences and corporate outreach, a shifting macro, and more. With investors “drinking from a fire hydrant,” differentiating your investment story has become increasingly challenging in today’s world. We outline three common client scenarios — both challenges and opportunities — along with proven, actionable strategies to enhance your valuation potential.

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Closing the Quarter – Q4’24​

As we wrap up our coverage of Q4’24 earnings season, it’s clear that despite the spurts of market volatility induced by policy uncertainty, companies have continued to put together solid earnings results.

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Closing the Quarter – Q4’24

Heading into earnings season, our Q4’24 Inside The Buy-Side® Earnings Primer® survey, published January 9, registered a notable pickup in sentiment but with new and persistent challenges tempering outright bullishness, including policy uncertainty and tariff concerns.

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