This Week in Earnings: U.S. Banks – Q4’23
With a wall of worry resurrected earlier in 2023 for the sector, U.S. Bank year-end earnings performances seemed more muted in comparison.
With a wall of worry resurrected earlier in 2023 for the sector, U.S. Bank year-end earnings performances seemed more muted in comparison.
Welcome 2024 – what is sure to be another dynamic year packed with opportunities, challenges, and surprises. Today’s The Big So What™ we will take look at key trends in place or emerging that we believe will shape 2024
To garner insights into the latest trends, we analyzed the guidance practices of the S&P 500.
At Corbin, the question is not “To provide or not to provide guidance?” but rather, “What kind of guidance should we provide?”
With Q3 2023 earnings season in the books, we “Close the Quarter” with some notable themes:
In this week’s Sector Beat, we analyzed annual revenue and EPS guidance provided by Consumer Discretionary companies with market caps greater than $500M that have reported to date.
We analyzed annual revenue and EPS guidance provided by 30 industrial companies with market caps greater than $500M that have reported to date.
At a fundamental level, U.S. Banks appear to have made it through Q3 fairly well.
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