경기둔화의 2025년, 조정과 기회의 2025년

2024년도 4분기 실적발표가 거의 다 끝났습니다. (아래 자료 출처 : Factset )

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Overall, 97% of the companies in the S&P 500 have reported actual results for Q4 2024 to date. Of these companies, 75% have reported actual EPS above estimates, which is below the 5-year average of 77% but equal to the 10-year average of 75%. In aggregate, companies are reporting earnings that are 7.5% above estimates, which is below the 5-year average of 8.5% but above the 10-year average of 6.7%.

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-> 97%의 기업들이 실적을 발표함. 75%는 EPS 예상 상회 (5년 평균 77%, 10년 평균 75%)

EPS 상회의 폭은 7.5% (5년 평균 8.5%, 10년 평균 6.7)

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In terms of revenues, 63% of S&P 500 companies have reported actual revenues above estimates, which is below the 5- year average of 69% and below the 10-year average of 64%. In aggregate, companies are reporting revenues that are 0.8% above the estimates, ...