Earnings Updates: Positive Revisions Grow, But Actual Number Remains Small

Earnings Updates: Positive Revisions Grow, But Actual Number Remains Small


Doing the , a lot of  EPS data is thrown out to readers (source data from IBES data by Refinitiv), but one method I use to confirm the growth rates is to track “aggregate estimate revisions” from IBES data.

The problem with the Refinitiv reports is that they only give 4 weeks at a time—the last 4 weeks—in terms of tracking the number of S&P 500 estimates that have seen revisions up or down over the week, but this site has been tracking this data since 2010, so the data we provide readers, while sourced from Refinitiv / IBES, is followed internally for the last 10 years.

This spreadsheet shows the “positive” vs “negative” revisions for S&P 500 companies since January 1, 2021.

Note the last 4–6 weeks: the positive revisions are actually growing, while the number of actual revisions is smaller than each typical reporting period.

This confirms or supports for readers the percentage growth rates found on this weekend’s weekly earnings update.

(The weekly market returns and written descriptions over to the right is a personal habit that tries to capture the big news event that week. The bank spaces are me not getting to the data and the spreadsheet for those particular weekends.)

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