At this point in time, 55 companies in the index have issued EPS guidance for Q4 2024. Of these 55 companies, 37 have issued negative EPS guidance and 18 have issued positive EPS guidance. The percentage of companies issuing negative EPS guidance for Q4 2024 is 67% (37 out of 55), which is above the 5-year average of 58% and above the 10-year average of 62%.
For the third quarter, S&P 500 companies are reporting year-over-year growth in earnings of 5.1% and year-over-year growth in revenues of 5.2%.
For Q4 2024, analysts are projecting earnings growth of 12.7% and revenue growth of 4.8%.
For CY 2024, analysts are projecting earnings growth of 9.3% and revenue growth of 5.0%.
For Q1 2025, analysts are projecting earnings growth of 13.0% and revenue growth of 5.3%.
For Q2 2025, analysts are projecting earnings growth of 12.2% and revenue growth of 5.5%.
For CY 2025, analysts are projecting earnings growth of 15.1% and revenue growth of 5.7%.
Q4已經被砍到不足13%了，曾經接近18%。按照今年的趨勢會繼續向下，也許全年最終會從最初的12%下降到低於9%。現在看最高的四季度最終也不見得能維持12%。
並且2025的Q1,Q2都不得不下調了。
分析師的工作真簡單，先按照吹牛需要定個目標，然後畫直線描點，所有描點就是他們的預期，為最終牛皮目標服務。現實打臉就上調後麵還看不到的季度。玩不下去了就一起抱著自由落體，反正倉位的錢都不是自己的。
