UBS Equities-US Equity Strategy _2Q24 Earnings Preview_ Golub-108888519

报告摘要

Global Research and Evidence Lab Each quarter, prior to the start of reporting season, we analyze the key themes likely to dominate the earnings conversation. 2Q observations:

核心要点

27 June 2024
68.2% in 4Q23, and consensus estimates of 18.5% in 4Q24.
31.7
23.3
13.6
10.8
10.5
42.5

报告信息

文件全名: 《UBS Equities-US Equity Strategy _2Q24 Earnings Preview_ Golub-108888519.pdf》
适合读者: 战略规划行业研究员
核心数据: S&P 500 EPS is expected to grow 7.8%. Assuming a typical pace of revisions/
surprises, growth is likely to finish at 10.5-11.0%.
By contrast, EPS is expected to grow 4.9% and 2.5% when measured on an equal
Historically, 2Q EPS estimates fall 3.3% from the start of the quarter. TECH+
estimates have increased 1.9% since 3/31, the rest of the market has fallen -0.9%,
核心议题: 管理咨询

常见问题

《UBS Equities-US Equity Strategy _2Q24 Earnings Preview_ Golub-108888519》主要包含哪些内容?

Global Research and Evidence Lab Each quarter, prior to the start of reporting season, we analyze the key themes likely to dominate the earnings conversation. 2Q observations:核心数据:S&P 500 EPS is expected to grow 7.8%. Assuming a typical pace of revisions/;surprises, growth is likely to finish at 10.5-11.0%.;By contrast, EPS is expected to grow 4.9% and 2.5% when measured on an equal。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 15。

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这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了管理咨询等议题。