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FactSet Insight
FactSet InsightS&P 500 Q2 Earnings UpdateFactSet VP Senior Earnings Analyst John Butters discusses S&P 500 Q2 earnings growth rates, sector performance, and highlights among the Magnificent 7. John also highlights the rate of S&P 500 companies discussing tariffs, uncertainty, and recession on earnings calls for Q2 relative to Q1 and analyst outlooks for the next three quarters and CY2025. Recorded August 5 at 12:00 pm ET.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly...
2025-08-0517 minFactSet Insight
FactSet InsightWashington: Data Modernization and Regulatory AccessWith the passage of new laws in Congress and anticipated implementation by regulatory agencies in the coming months, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, discusses policy and legislative procedure with her guest Hugh Halpern, Director of the U.S. Government Publishing Office and former senior leadership and committee parliamentarian in the U.S. House of Representatives. Hugh highlights Congressional process and the GPO transition to digital content. Together they also discuss the Financial Data Transparency Act and the importance of well-structured and interoperable machine-readable data for communicating among regulatory agencies.This ep...
2025-07-3018 minFactSet Insight
FactSet InsightInsurance: Q2 Earnings Analysis for PMs and the Sell SideWith the major insurers reporting second-quarter results, Associate Director of Insurance Content and former equity PM Stewart Johnson shares his latest analysis of the sector for portfolio managers and the sell side. He highlights the impacts of two persistent macro themes on investment income and combined ratios. Stewart also discusses the key takeaways from bank earnings calls and what investors should watch near term. This episode was recorded on July 21, 2025.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or...
2025-07-2209 minFactSet Insight
FactSet InsightWealth Management: Is This Popular ETF Product Worth the Price?Given the stock market ups and downs this year, investors and their wealth managers face a classic dilemma: How can you protect portfolios from downside risk and benefit from upside potential? It’s a tall order, which may be why investor demand for defined outcome ETFs (aka buffer ETFs) has grown significantly this year. Join FactSet Senior ETF Analyst Lois Gregson and her guest Elisabeth Kashner, FactSet VP Director of Global Fund Analytics, as they take a closer look at these products and share key considerations for advisors. Elisabeth also discusses her analysis process for her own real-life asset al...
2025-06-1741 minFactSet Insight
FactSet InsightHistorical Insights into How Financial Policy Is MadeIn our continued discussions on Washington policy, Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Rod DeArment, retired partner of the law firm Covington & Burling, take a historical look at how the financial policy process is designed to work. They also bridge to the present in discussions about the current status of the reconciliation process, future tax legislation, trade legislation, and mid-term elections. Rod discusses his time on Capitol Hill and his perspective now as a full-time farmer.This episode was recorded on June 9, 2025.The FactSet Insight podcast is...
2025-06-1030 minFactSet Insight
FactSet InsightWashington Policy RoundupWashington is busy right now. With policymaking at center stage, join Michele Lieber, FactSet’s Global Head of Government Affairs and Regulatory Strategy, and her guest Matt Hoffmann, Practice Co-Head and Financial Services Principal at BGR Group, as they highlight relevant policy efforts underway for the financial services industry. Michele and Matt discuss tariffs and the related court rulings, the proposed budget reconciliation package, timing for stablecoin and digital assets market structure legislation, prominent committee work and nominations, funding considerations for the next federal fiscal year, the state of AI regulatory conversations, and key tax provisions. They walk through al...
2025-06-0224 minFactSet Insight
FactSet InsightQ1 2025 S&P 500 Midseason Earnings UpdateFactSet VP Senior Earnings Analyst John Butters discusses Q1 2025 S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7 with MRKT Call hosts Dan Nathan and Guy Adami. John also highlights Q1 earnings call discussions of tariffs and recession, forward EPS guidance, and analyst outlooks for the next four quarters. Recorded May 6 at 12:00 pm ET.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly...
2025-05-0616 minFactSet Insight
FactSet InsightThe Art of Tailored Investor CommunicationsEffective communication is crucial for investor relations professionals. Mark Fasken, Co-Head of Irwin, a FactSet company, spoke with Danielle Collins, Senior Investor Relations Director at Shell, for her insights. Danielle discusses how to successfully communicate complex technical information to diverse investor audiences. She also shares her expertise in adapting communication strategies and building meaningful investor relationships through an “IR chameleon” approach to personalization and connection.This episode was recorded on December 14, 2024, for the Irwin podcast, Winning IR.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or inve...
2025-04-2437 minFactSet Insight
FactSet InsightDemystifying the Cloud with SnowflakeWelcome to The Cloud View, where we sit down with our strategic partners to chat about how cloud technology is transforming the industry. In our inaugural episode, FactSet Head of Strategic Initiatives and Partnerships Chris Ellis welcomes Chris Napoli, Head of Wealth and Asset Management from Snowflake. Together, they break down the complexities of the cloud and share insights and use cases for leveraging its potential to achieve your business priorities. They also discuss the evolution of cloud tech in finance and essential data types like tick data and private company data, highlighting the critical role of a robust...
2025-04-1649 minFactSet Insight
FactSet InsightWashington: Can Cryptocurrency, AI, and Cybersecurity Coexist?As Congressional committees formulate proposals to support cryptocurrency and AI innovation in the U.S., they also must contend with cybersecurity risks. Michele Lieber and guest Carole House explain the key elements of those discussions, including the balance between risk and reward. They also highlight the digital payments ecosystem and share considerations for financial executives thinking about cybersecurity capabilities and investments. Ms. Lieber is FactSet’s Global Head of Government Affairs and Regulatory Strategy. Ms. House was a National Security Council special advisor for cybersecurity and critical infrastructure policy in the White House and has held a number of se...
2025-03-1929 minFactSet Insight
FactSet InsightWashington: Digital Assets Policy and TaxationAmid news of the potential repeal of the DeFi broker rule, Michele Lieber talks with U.S. Congressman Max Miller about the role of the legislative branch and policy discussions on cryptocurrency taxation, regulation, and innovation. Congressman Miller also announces his work with Senator Cynthia Lummis on a soon-to-be-released crypto legislative proposal and highlights his policy proposals for reconciliation. Ms. Lieber is FactSet’s Global Head of Government Affairs and Regulatory Strategy, and Congressman Miller represents Ohio’s 7th district.This episode was recorded on March 13, 2025.The FactSet Insight podcast is for informational purposes only. The...
2025-03-1916 minFactSet Insight
FactSet InsightThe AI Inflection PointThe paradigm of humans adapting to computers’ language has now flipped to computers understanding human language and intent. That offers tremendous opportunity for investment bankers to streamline workflows and unlock time for dealmaking and revenue generation. Kate Stepp, Chief Technology Officer, Kendra Brown, Senior Director of Banking and Sell-Side Research, and Michele Lieber, Global Head of Government Affairs and Regulatory Strategy, share in-depth perspective on that potential. They also cover agent automation, workflows and compliance, AI washing, discerning where AI provides the most value, what’s next for AI capabilities, and views on firm-level governance of AI technology.Th...
2025-03-0325 minFactSet Insight
FactSet InsightHow RAG Enhances GenAI Accuracy for Financial Research DataAs generative AI and Large Language Models further develop in computing strength and capabilities, how are financial professionals dealing with hallucinations and accuracy in decision making? That is the focus of this episode. Head of AI and Machine Learning Ryan Roser along with Senior Director of Product Development Collins Dunn discuss how LLMs work, how firms can mitigate accuracy risks, and the retrieval augmented generation (RAG) solution for stemming hallucinations and delivering useful, accurate information. They also discuss DeepSeek and open-source models, agents, emerging LLM capabilities, privacy, responsible AI, LLM temperature parameters, and GenAI system design. This e...
2025-02-2157 minFactSet Insight
FactSet InsightCalifornia Fires: Insurance Market ForecastThe recent California wildfires are an example of catastrophic events that cause financial distress for insurance policyholders, insurance companies, and reinsurers. FactSet's Associate Director of Insurance Content Stewart Johnson discusses the implications of these events from the perspective of our three main client types—bankers, sell-side analysts, and portfolio managers. Listen in as he discusses several topics that arise in the aftermath of most catastrophic events: What are common questions that our major clients need answered, how does FactSet deep sector data help answer these questions, how do firms approach profitability and risks, what is the role of state re...
2025-02-1020 minFactSet Insight
FactSet InsightS&P 500 Midseason Earnings UpdateRecorded Feb. 3 at 2pm ET. FactSet’s VP Senior Earnings Analyst John Butters discusses S&P 500 midseason earnings growth rates, sector performance, and highlights among the Magnificent 7/Fateful 8 with MRKT Call hosts Dan Nathan and Guy Adami. John also sums up the macro factors of a stronger U.S. dollar and tariffs that have been discussed on earnings calls to date.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating di...
2025-02-0414 minFactSet Insight
FactSet InsightETFs Went Bananas in 2024The annual numbers are in, and what a year for the ETF industry. U.S. ETFs surpassed the $10 trillion AUM mark with record-high flows and a flood of new launches. Active management gained extraordinary popularity and crypto ETFs received their SEC approval, opening the investor floodgates. There was also a resurgence of single stock exposure ETFs. Join Lois Gregson, Senior ETF Analyst at FactSet, and her guest Elisabeth Kashner, VP Director of Global Fund Analytics at FactSet. They unpack all of this and more in their full-year analysis.The FactSet Insight podcast is for informational purposes only...
2025-02-0341 minFactSet Insight
FactSet InsightWashington: What We Are Watching in Financial Services PolicyIt’s full speed ahead in the first 100 days with reviews of previous regulations and proposals of new regulations along with selections of new heads of key financial services sector agencies such as the SEC, CFTC, OCC, FDIC, and CFPB. There are also four major deadlines that will drive the Congressional decision-making process throughout this first year of the new administration. Join Michele Lieber, Global Head of Government Affairs and Regulatory Strategy at FactSet, and her guest Matt Hoffmann, Practice Co-Head and Financial Services Principal at BGR Group, for a wide-ranging discussion on those topics and prospects for AI an...
2025-01-2127 minFactSet Insight
FactSet InsightScaling M&A Capacity: How AI Tools Are Optimizing Junior Banker PerformanceGiven potential for more M&A activity under the new administration and Congress, investment banks that thread AI tools into their workflows can scale their capacity for deals. This AI-generated episode is based on our recent blog article. Listen in as we highlight the challenges for junior bankers along with the benefits of AI and real solutions available today.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or...
2025-01-1507 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightAnalysts Lowering Target Prices for S&P 500 Cos.FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which starts in about three weeks. He then discusses target prices on the S&P 500. 
2022-06-2709 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightMore Than 400 S&P 500 Companies Talking “Inflation”FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which starts in about five weeks. He then discusses the number of S&P 500 companies that have commented on inflation on their earnings calls for the first quarter.
2022-06-1307 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightAnalysts Not Lowering 2022 EPS EstimatesFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, the final update on the first-quarter earnings season. He then discusses earnings estimate revisions for the second quarter.
2022-06-0609 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings Insight59% of S&P 500 Companies Citing “Ukraine” on Earnings CallsFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're wrapping up the final weeks of the earnings season. He then discusses the number of S&P 500 companies commenting on Ukraine on their earnings calls for the first quarter.
2022-05-3007 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightMarket Punishing Positive EPS SurprisesFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're wrapping up the final weeks of the earnings season. He then discusses the stock price reaction to positive and negative earnings surprises reported by S&P 500 companies and the number of S&P 500 companies discussing supply chain on earnings calls for the first quarter.
2022-05-2312 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings Insight85% of S&P 500 Companies Talking About “Inflation”FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're wrapping up the final weeks of the earnings season. He then discusses the number of companies in the S&P 500 discussing inflation on their first quarter earnings calls and changes in the forward P/E ratio for the S&P 500.
2022-05-1610 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightS&P 500 Forward P/E Ratio Falls Below 18FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we've just finished the peak weeks of the earnings season. He then discusses the change in the forward P/E ratio for the S&P 500 in recent weeks and the price reaction to positive earning surprises reported by S&P 500 companies for the first quarter.
2022-05-0910 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightEx Amazon, S&P 500 Reporting 10% Earnings GrowthFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses the factors contributing to the lower earnings growth rate being reported by the S&P 500 for the first quarter relative to recent quarters. How much are some of the recent high-profile earnings misses contributing to lower growth?
2022-05-0208 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightMore Global Exposure Equals Higher Earnings GrowthFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses earnings and revenue performance for S&P 500 companies with more international exposure. Given the military conflict in Ukraine and the resurgence of COVID in China, are S&P 500 companies with more international revenue exposure reporting lower earnings and revenue growth than S&P 500 companies with more domestic revenue exposure for the first quarter?
2022-04-2509 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightS&P 500 Profit Margins Falling for 3rd Straight QuarterFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500, which started this past week. He then discusses net profit margins. Given continued high inflation, what are S&P 500 companies reporting for a net profit margin for the first quarter?
2022-04-1808 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightEPS Surprises Could Push Q1 Growth Above 10%FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500. He then discusses predictions for the actual earnings growth rate for the S&P 500 for the first quarter assuming that the number and magnitude of positive earning surprises are at average levels. He also reviews comments on negative impacts on earnings and revenues from the small number of S&P 500 companies that have already reported results for the first quarter.
2022-04-1112 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightHigher EPS and Buy Ratings for S&P 500FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500, which is starts in about two weeks. He then discusses earnings estimate revisions for S&P 500 companies and ratings on S&P 500 stocks.
2022-04-0411 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightMore S&P 500 Companies Giving Negative Guidance for Q1FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500, which is about three weeks away. He then discusses the number of S&P 500 companies issuing negative guidance for the first quarter and target price expectations for the S&P 500.
2022-03-2809 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 18-March-2022FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500, which starts in about four weeks. He then discusses the number of S&P 500 companies commenting on supply chains on fourth quarter earnings calls.
2022-03-2107 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 11-March-2022FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500, which starts in about five weeks. He then discusses the number of S&P 500 companies commenting on inflation and Ukraine on fourth quarter earnings calls.
2022-03-1408 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 04-March-2022FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500, which is about six weeks away. He then discusses earnings estimate revisions by analysts for S&P 500 companies. Over the past several quarters, analysts have been increasing their earnings expectations for S&P 500 companies during the quarter--has that trend continued in the first quarter?
2022-03-0708 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 25-February-2022FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 as we finish the peak weeks of the earnings season. He then discusses valuation for the S&P 500. Given the sharp decline in the price of the index leading up to the invasion of Ukraine, how is the P/E ratio for the index impacted?
2022-02-2807 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 18-February-2022FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500, as we're wrapping up the peak weeks of the earnings season. He then discusses the price reactions to positive and negative earnings surprises for the fourth quarter and comments by S&P 500 companies about Ukraine.
2022-02-2211 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 11-February-2022FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500, as we're near the end of the peak weeks of the earnings season. He then discusses comments by S&P 500 companies on inflation. Given the 7.5% increase in consumer prices in January, have more S&P 500 companies than normal commented on inflation on their fourth quarter earnings calls?
2022-02-1408 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 04-February-2022FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses estimate revisions for the S&P 500 for the first quarter. Analysts have been increasing their EPS estimates for S&P 500 companies in aggregate in recent quarters. Has this trend continued in the first quarter?
2022-02-0707 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 28-January-2022FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses net profit margins for the S&P 500. Given concerns about inflation, what is the S&P 500 reporting for a net profit margin for the fourth quarter?
2022-01-3107 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 14-January-2022FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 which started this past week. He then discusses expectations for actual earnings growth for the fourth quarter. Given that most S&P 500 companies report actual earnings above estimates, how much could the actual growth rate exceed current estimates?
2022-01-1808 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 07-January-2022FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the fourth quarter earnings season for the S&P 500 which starts at the end of this week. He then discusses earnings guidance for the S&P 500 for the fourth quarter. Over the past few quarters, more S&P 500 companies have issued positive earnings guidance than normal. Did this trend continue in the fourth quarter?
2022-01-1005 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 17-December-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the fourth quarter earnings season for the S&P 500 which is about four weeks away. He then discusses expectations for the S&P 500 for 2021. Specifically, he looks at expectations for earnings growth, revenue growth, and profit margins, as well as analysts' ratings on the S&P 500 as we head into the start of a new year.
2021-12-2007 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 10-December-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the fourth quarter earnings season for the S&P 500 which is about five weeks away. He then discusses expectations for the S&P 500 for 2022. Specifically, he looks at expectations for earnings growth, revenue growth, profit margins, and target price.
2021-12-1307 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 03-December-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the fourth quarter earnings season for the S&P 500 which starts in about six weeks. He then discusses expectations for S&P 500 earnings for 2022. Analysts currently believe the index will report record-high earnings in 2022, but what is the likelihood the index will actually report a record-high EPS number next year?
2021-12-0608 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 19-November-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500 as we're now past the peak weeks of the earnings season. He then discusses the number of S&P 500 companies commenting on supply chain during earnings calls for the third quarter. Given concerns about supply chain disruptions, have more S&P 500 companies than normal commented on supply chain on their earnings calls for the third quarter?
2021-11-2207 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 12-November-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500 as we're now past the peak weeks of the earnings season. He then discusses the number of S&P 500 companies commenting on inflation during their earnings calls for the third quarter. Given the unusually high numbers for the CPI and PPI in recent months, have more S&P 500 companies than normal discussed inflation on earnings calls for the third quarter?
2021-11-1508 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 05-November-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500 as we've just finished the peak weeks of the earnings season. He then discusses revenue growth for the S&P 500 for the third quarter. After reporting record-high revenue growth in the second quarter, how much have revenues improved year over year for S&P 500 companies in the third quarter?
2021-11-0807 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 29-October-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500 as we're in the middle of the peak weeks of the earnings season. He then discusses revisions to earnings estimates for S&P 500 companies for the fourth quarter. Analysts have been increasing earnings estimates for S&P 500 companies over the past few quarters--is this trend continuing in the fourth quarter?
2021-11-0108 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 22-October-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500 as we're in the middle of the peak weeks of the earnings season. He then discusses the difference in earnings and revenue growth rates for the third quarter for S&P 500 companies with more or less international revenue exposure. Given the uneven global economic recovery, are S&P 500 companies with more international exposure reporting weaker earnings and revenue growth than S&P 500 companies with more domestic exposure?
2021-10-2508 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 15-October-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500 which started this past week. He then discusses net profit margins. Given concerns about rising inflation, what are S&P 500 companies reporting for net profit margins for the third quarter?
2021-10-1807 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 11-October-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500 which starts this week. First, he is looking at comments made on the earnings calls of the small number of S&P 500 companies that have already reported earnings for the third quarter. Second, he discusses expectations for the actual earnings growth rate for the third quarter.
2021-10-1112 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 01-October-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500 which starts in about a week. First, he discussed latest earnings estimate revisions by industry analysts for S&P 500 companies. Over the past several quarters, analysts have been increasing their earnings expectations for S&P 500 companies. Did this trend continue in the third quarter?
2021-10-0410 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 24-September-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500 which is about four weeks away. He then discusses ratings on S&P 500 stocks by industry analysts. With the end of the third quarter approaching, where are analysts most optimistic and pessimistic in terms of their ratings on stocks in the S&P 500 heading into the fourth quarter?
2021-09-2708 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 17-September-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500 which is about five weeks away. He then discusses comments on inflation by S&P 500 companies during the second quarter earnings season. Given the recent increases in the consumer price index and the producer price index, did more S&P 500 companies than normal discuss inflation on their earnings calls for the second quarter?
2021-09-2008 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 10-September-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the third quarter earnings season for the S&P 500 which is about six weeks away. He then discusses comments on ESG by S&P 500 companies during the second quarter earnings season. After a record-high number in the first quarter, did the number of S&P 500 companies that discussed ESG on second-quarter earnings calls continue to rise?
2021-09-1306 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 03-September-2021FactSet Senior Earnings Analyst John Butters provides a final review of the key metrics for the second quarter earnings season for the S&P 500, as almost all of the companies in the index have reported actual results for the second quarter. He then discusses earnings estimate revisions by analysts for S&P 500 companies for the third quarter. After four straight quarters of increasing EPS estimates, have analysts continued this trend so far in the third quarter?
2021-09-0607 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 13-August-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're wrapping up the final weeks of the earnings season. He then discusses the performance of actual revenues versus estimates for S&P 500 companies for the second quarter.
2021-08-1608 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 6-August-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we've just finished the peak weeks of the earnings season. He then discusses revenue growth for the S&P 500 for the second quarter.
2021-08-0907 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 30-July-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses earnings estimate revisions for S&P 500 companies for the third quarter. After four straight quarters of increasing EPS estimates, have analysts continued this trend so far in the third quarter?
2021-08-0208 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 23-July-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, as we're in the middle of the peak weeks of the earnings season. He then discusses profit margins. Given concerns about rising inflation, what are S&P 500 companies reporting for net profit margins for the second quarter?
2021-07-2607 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 16-July-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the second quarter earnings season for the S&P 500, which started this past week. He then discusses the difference in earnings and revenue growth for companies with more or less international exposure.
2021-07-1908 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 09-July-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which starts this week. He then discusses expectations for the actual earnings growth rate for the second quarter as well as the target price for the S&P 500 after the index saw a record close last week.
2021-07-1211 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 02-July-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which starts in about a week. He then discusses revisions to earnings estimates. Analysts have been raising EPS estimates for S&P 500 companies in recent quarters. Did that trend continue in the second quarter?
2021-07-0610 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 25-June-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which is about three weeks away. He then turns to the topic of guidance. A high number of S&P 500 companies have issued positive earnings guidance in recent quarters. Has this trend continued in the second quarter?
2021-06-2809 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 17-June-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which is about four weeks away. He then turns to the topic of inflation. Did a higher number of S&P 500 companies than normal discuss inflation on earnings calls for Q1? Is higher inflation having a negative impact on estimated S&P 500 earnings for 2021?
2021-06-2109 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 11-June-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which is about five weeks away. He also discusses ratings on S&P 500 companies. Heading into the end of the second quarter, where are analysts most optimistic on their ratings for S&P 500 stocks?
2021-06-1407 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 04-June-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the second quarter earnings season for the S&P 500, which is about six weeks away. He also discusses comments on ESG by S&P 500 companies during the first quarter, as well as EPS estimate revisions by analysts for S&P 500 companies for the second quarter.
2021-06-0709 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 21-May-2021FactSet Senior Earnings Analyst John Butters provides the final update of the key metrics for the first quarter earnings season for the S&P 500. He also analyzes the difference in revenue growth for S&P 500 companies with more international exposure and companies with more domestic exposure. Given the uneven global economic recovery from COVID-19, did S&P 500 companies with more international revenue exposure see lower revenue growth than S&P 500 companies with more U.S. revenue exposure?
2021-05-2409 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 14-May-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500 as we’re wrapping up the final weeks of the earnings season. Given the announcement of large year-over-year increases in both the U.S. consumer and producer price indices this past week, how many S&P 500 companies have discussed inflation on earnings calls for the first quarter?
2021-05-1707 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 07-May-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500 as we’ve just finished the peak weeks of the earnings season. He also discusses the key drivers of the substantial improvement in the earnings growth rate for the S&P 500 during this earnings season. Which sectors and companies have been the main contributors to the rise in the earnings growth rate to 49% from 24% over the past month?
2021-05-1009 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 30-April-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500 as we’re in the middle of the peak weeks of the earnings season. He also discusses revisions to earnings estimates for S&P 500 companies for the second quarter.
2021-05-0308 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 23-April-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500 as we’re in the middle of the peak weeks of the earnings season. He also discusses profit margins for the S&P 500 given concerns in the market on inflation.
2021-04-2608 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 16-April-2021FactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the first quarter earnings season for the S&P 500 which started this past week. He also discusses earnings growth for the banks industry in the S&P 500 as a number of the large banks in the index posted strong earnings this past week. 
2021-04-1908 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 09-April-2021FactSet Senior Earnings Analyst John Butters provides a final preview of the key metrics for the first quarter earnings season for the S&P 500 which starts this week. He also discusses the projections for actual earnings growth for the first quarter and analyst estimates for target prices for S&P 500 companies.
2021-04-1212 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 01-April-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500 which is just a few weeks away. He also discusses EPS estimate revisions by analysts for S&P 500 companies for the first quarter.
2021-04-0513 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 26-March-2021FactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500 which is just a few weeks away. He also discusses the guidance provided by S&P 500 companies, as more companies have been providing positive EPS guidance than normal. What is driving the positive sentiment on earnings guidance?
2021-03-2909 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 19-MarchFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500 which is about 4 weeks away. He also discusses ratings on S&P 500 companies—heading into the second quarter, where are analysts most optimistic and most pessimistic in terms of their ratings?
2021-03-2210 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 12-MarchFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the first quarter earnings season for the S&P 500 which is about 4-5 weeks away. He also discusses the unusually large difference between GAAP earnings and non-GAAP earnings reported by companies in the Dow Jones Industrial Average in the fourth quarter.
2021-03-1509 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 05-MarchFactSet Senior Earnings Analyst John Butters provides preview of the key metrics for the first quarter earnings season for the S&P 500 which is about six weeks away. He also discusses comments on ESG by S&P 500 companies during the fourth quarter. Did the number of companies mentioning ESG on fourth quarter earnings calls continue to rise after a record high number the previous quarter?
2021-03-0807 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 26-FebruaryFactSet Senior Earnings Analyst John Butters provides a final update of the key metrics for the fourth quarter earnings season for the S&P 500 as 96% of companies in the index have now reported earnings results for the quarter. He also discusses revisions to earnings estimates for S&P 500 companies for the first quarter of 2021. Analysts have increased their EPS estimates in recent quarters—is that trend continuing in the first quarter of 2021?
2021-03-0107 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 19-FebruaryFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 as we are now past the peak weeks of the earnings season with just about 15% of the index left to report. He also discusses the price reaction to positive earnings surprises reported by S&P 500 companies.
2021-02-2206 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 12-FebruaryFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 as we are now past the peak weeks of the earnings season with just about a quarter of the index left to report. He also discusses commentary on Biden policy changes by S&P 500 companies. With the start of the Biden administration in January, have S&P 500 companies commented on the policies of the new administration on their fourth quarter earnings calls?
2021-02-1509 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 05-FebruaryFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 as we are just past the midpoint of the earnings season. He also discusses the key drivers for the increase in earnings for the S&P 500 over the last few weeks. Which sectors and companies have been the top contributors to the improvement in earnings for the index over the past month?
2021-02-0809 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 29-JanuaryFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 as we are now in the middle of the peak weeks of the earnings season. He also discusses earnings estimate revisions for the S&P 500 for the first quarter in comparison to previous quarters.
2021-02-0108 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 22-JanuaryFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the fourth quarter earnings season for the S&P 500 as we are now in the middle of the peak weeks of the earnings season. He also discusses fourth quarter net profit margins for the S&P 500.
2021-01-2508 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 15-JanuaryFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the upcoming fourth quarter earnings season for the S&P 500 as we enter the peak weeks of earnings season. He also discusses guidance for the fourth quarter and the likelihood of the S&P 500 reporting year-over-year earnings growth in the fourth quarter.
2021-01-1811 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 08-JanuaryFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the upcoming fourth quarter earnings season for the S&P 500. He also examines earnings estimates revisions for S&P 500 companies for the fourth quarter.
2021-01-1107 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 18-DecemberFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the upcoming fourth quarter earnings season for the S&P 500. He also discusses the expected earnings growth for the S&P 500 in 2021 as well as the buy, sell, and hold ratings on S&P 500 stocks heading into 2021.
2020-12-2110 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 11-DecemberFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the upcoming fourth quarter earnings season for the S&P 500. He also discusses the magnitude of the expected earnings decline for the S&P 500 for all of 2020 and the bottom-up target price for the S&P 500 for 2021.
2020-12-1411 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 04-DecemberFactSet Senior Earnings Analyst John Butters provides a preview of the key metrics for the upcoming fourth quarter earnings season for the S&P 500 as well as the expected earnings for S&P 5oo companies in 2021. He also takes a look at how many companies in the S&P 500 discussed ESG on their third quarter earnings calls.
2020-12-0711 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 20-NovemberFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500. Overall, with 95% of the companies in the S&P 500 reporting actual results for Q3, 84% have reported actual EPS above estimates. The S&P 500 is reporting a year-over-year decline in earnings of -6.3% for the third quarter. Three industries are reporting unusually large year-over-year declines in earnings for the quarter: The Oil, Gas, and Consumable Fuels industry, the Airlines industry, and the Hotels, Restaurants, & Leisure industry. If these three industries were excluded, the S&P 500 would be...
2020-11-2309 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 13-NovemberFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500. Overall, with 92% of the companies in the S&P 500 reporting actual results for Q3, 84% have reported actual EPS above estimates. John also discusses the price reaction to these positive earnings surprises reported by S&P 500 companies for the quarter. It appears the price movements for S&P 500 companies reporting positive EPS surprises were less related to earnings performance and more related to broader market themes such as the election (uncertainty before the election and more certainty...
2020-11-1607 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 06-NovemberFactSet Senior Earnings Analyst John Butters provides an update of the key metrics for the third quarter earnings season for the S&P 500. Overall, 89% of the companies in the S&P 500 have reported actual results for Q3 2020 to date, with 86% reporting actual EPS above estimates. John also analyzes earnings estimate revisions for the fourth quarter. Are analysts raising or lowering earnings estimates for S&P 500 companies for the fourth quarter?
2020-11-0908 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 30-OctoberFactSet Senior Earnings Analyst John Butters provides an analysis of the third quarter earnings season for the S&P 500. Overall, 64% of the companies in the S&P 500 have reported actual results for Q3 2020 to date, with 86% reporting actual EPS above estimates. During each corporate earnings season, it is not unusual for companies to comment on domestic or international events that may have an impact on earnings for future quarters. Given the uncertainty of the upcoming presidential election in the U.S., we examined how many companies in the S&P 500 have commented on the election during their earnings conference...
2020-11-0208 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 23-OctoberFactSet Senior Earnings Analyst John Butters provides an analysis of the third quarter earnings season for the S&P 500. Overall, 27% of the companies in the S&P 500 have reported actual results for Q3 2020 to date, with 84% reporting actual EPS above estimates. For the third quarter, the S&P 500 is reporting a blended year-over-year decline in earnings of -16.5%. At the sector level, nine of the 11 sectors in the index are reporting a year-over-year decline in earnings, led by the Energy sector.
2020-10-2606 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 16-OctoberFactSet Senior Earnings Analyst John Butters provides an analysis of the third quarter earnings season for the S&P 500. At this point in time, 10% of the companies in the S&P 500 have reported actual results for Q3 2020, with 86% reporting actual EPS above estimates. For the third quarter, the blended earnings decline for the S&P 500 is -18.4% and the blended net profit margin is 9.7%. This would be the third lowest net profit margin reported by the index since Q1 2016.
2020-10-1906 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 09-OctoberFactSet Senior Earnings Analyst John Butters provides a preview of the third quarter earnings season for the S&P 500. He also looks at the number of companies issuing annual EPS guidance. While many companies withdrew or did not provide annual guidance earlier this year due to uncertainty about the future impact of COVID-19, we’re likely to see an increase in the number of S&P 500 companies issuing EPS guidance for 2020 during the third quarter earnings season. 
2020-10-1209 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 02-OctoberFactSet Senior Earnings Analyst John Butters provides a preview of the third quarter earnings season for the S&P 500. He also examines the magnitude of upward revisions to EPS estimates during the third quarter.
2020-10-0507 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 25-SeptemberFactSet Senior Earnings Analyst John Butters provides a preview of the third quarter earnings season for the S&P 500. He also discusses how uncertainty around the impact of COVID-19 is causing many S&P 500 companies not to provide short-term EPS guidance as well as long-term EPS guidance.
2020-09-2808 minFactSet Weekly Earnings Insight
FactSet Weekly Earnings InsightFactSet Earnings Insight - 18-SeptemberFactSet Senior Earnings Analyst John Butters provides a preview of the third quarter earnings season for the S&P 500 as well as an examination of analyst ratings as we head into the fourth quarter.
2020-09-2207 min