S&P 500 Earnings: Which Sectors Have Shown Improved Growth Rates for 2024?

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Cisco Systems Inc,NVIDIA Corporation,Walmart Inc

Stocks Analysis by Brian Gilmartin covering: S&P 500, Cisco Systems Inc, NVIDIA Corporation, Walmart Inc. Read Brian Gilmartin's latest article on Investing.com

A lot of the social media and CNBC crowd like to work with quarterly earnings, which is fine, but I’ve always thought that it was too narrow a field: one thing I learned doing this for years is to look at quarterly results but watch how full-year, calendar, “expected” sector growth rates change after earnings news.Q4 ’23 ended with a +10.1% growth rate for S&P 500 EPS, so it’s possible we could get to 10% in Q1 ’24, but the fact is that S&P 500 earnings are pretty healthy regardless.

Technology has lost some of its relative strength in terms of the stock market, so the lack of any improvement in the “tech sector” expected growth rate for 2024, may be one reason. Nvidia reports 5/22, or a week from next Wednesday and semis are leading the AI charge, so let’s see how the tech sector expected growth rate changes after May 22, ’24.

Note how the expected 2025 EPS figure of $278.12 , has added $2 since late March ’24 and $4 since the start of the year.None of this is advice or a recommendation. Past performance is no guarantee of future results. Investing can involve loss of principal even for short time horizons. All EPS and revenue data sourced within is from LSEG.com.S&P 500 earnings continue to reflect a positive business environment for S&P 500 companies.

 

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