NUMBERS
The term “COVID” was mentioned at least once during the earnings conference calls of 452 S&P 500 companies from December 15 through March 3.
weekly update | 4.27.2020
The S&P 500 reported growth in earnings of 3.9%—its first quarter
of Y/Y growth since Q4 2019.
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Top Growth Sector
Hot Topic
Key Takeaway
2020
45.6%
93.8%
57.9%
81.3%
57 S&P 500 companies provided positive EPS guidance for Q4—well above the five-year average of 34.
Guidance
For the 23 DJIA companies
reporting non-GAAP EPS, the median difference between
non-GAAP and GAAP was 31.7%.
Non-GAAP vs. GAAP
79% of S&P 500 companies reported actual EPS above estimated EPS—the fourth highest percentage since FactSet began tracking this metric in 2008.
EPS Estimates
1
2
3
4
5
6
7
8
1
2
3
4
%
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04
20
EARNINGS BY THE
Materials
452
57
of financial services’ customers
expect higher levels of digital service
79%
Source:FactSet Digital Transformation Survey –
to be released soon
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$
The Materials sector reported
the highest earnings growth
of all 11 sectors in the S&P 500
at 22%.
MENTIONS OF COVID
Q4
Q3
Q2
Q1
58%
59%
60%
61%
62%
63%
3.9 %
79%
31.7%