As we wrap up our coverage of Q3’24 earnings season, it’s clear that macro uncertainty remains top of mind with commentary heavily influenced by the ...

This earnings season, executive commentary across the Materials sector reflects a continuation of downbeat trends observed, with executives navigating choppy conditions and elevated macro uncertainty.

Broadly, executives point to a continuation of consumer trends seen in recent quarters, with affordability and strained budgets shifting spending away from higher-ticket discretionary items.

While performances have varied from company to company, EPS beats for the roughly 45% of S&P 500 Industrials that have reported Q3 figures have so ...

Continuing last quarter’s earnings season trend, U.S. Banks are largely reporting strong results relative to Street expectations with most posting solid Q3 beats on the ...

As we do every quarter, we analyzed the earnings communication trends of 30 off-cycle companies reporting between September 3 and October 3, 2024, to identify ...

Given the buy-side significance placed on leadership quality, C-suite transitions are a watershed event and potential rerating catalyst — up or down — for public ...

Despite increased concerns over the consumer, the political landscape, and the economy, surveyed financial professionals largely expected Q2’24 results to be in line with both ...

Rather than counting on resurgent volumes, executives are squarely focused on controlling what they can control, highlighting expense management and productivity initiatives — and, in ...

Executive mentions of consumer softness and a cautious discretionary spending environment remain prevalent this earnings season, a continuation of the trend exhibited last quarter.

Earnings across the sector have been mixed, with commentary reflecting a cautious tone due to more pronounced macro uncertainty and various idiosyncratic challenges.

This earnings season, U.S. Banks are reporting largely solid results relative to Street expectations with most posting Q2 beats on the top- and bottom-line.