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2023/10/27 / Erste Group Research

US-Berichtssaison bisher über den Erwartungen

Empfehlungsänderungen: Shell, Arthur J. Gallagher, Alfa Laval, PepsiCo

Die Berichtssaison in den USA liegt bisher deutlich über den Erwartungen. Die Prognose des Gewinnwachstums für 3Q23 liegt nun bei +2,6% im Vergleich zum Vorjahr. Exkludiert man den Energiesektor, liegt die Wachstumsrate für den Index bei +7,4%. Von den 146 Konzernen im S&P 500 die bisher Gewinne veröffentlich haben, lagen zudem 80% über den Markterwartungen. Im Vergleich dazu liegt der langfristige Durchschnitt bei 66%. Die Prognose für das 3Q-Umsatzwachstum liegt bei +1,2% (exkl. Energie: +3,6%).

In Europa wird für das 3Q23 ein Gewinnrückgang von -9,7% im Jahresvergleich erwartet (exkl. Energie: +1,7%). Der Umsatz für das letzte Quartal wird voraussichtlich um 5,3% gegenüber 3Q22 fallen (exkl. Energie: -1,3%). Bisher haben 58 von 600 Firmen Ergebnisse für Q3 gemeldet. Nur 40% erreichten Gewinne, die über den Prognosen lagen. Im historischen Durchschnitt übertreffen 54% die Erwartungen für den Gewinn pro Aktie.

Alphabet: Werbeeinnahmen im 3Q gestiegen, Umsatzanstieg bei Google Cloud +22% J/J

JPMorgan: Starkes 3Q, Gewinn inkl. First Republic um +35% angestiegen

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General information

AuthorErste Group Research
Product nameEmpfehlungsliste
Topic in focusEquities
Economy in focusEurozone, Germany, Japan, Switzerland, United Kingdom, United States
Currency in focusBritish Pound, Euro, Swiss Franc, US Dollar
Sector in focusAutomobiles & Parts, Banks, Basic Resources, Chemicals, Construction & Material, Financial Services, Food & Beverage, Health Care, Industrial Goods & Services, Insurance, Media, Oil & Gas, Personal & Household Goods, Retail, Technology, Telecommunications, Travel & Leisure, Utilities

Erste Group related products

Page 1 of 6
Name  ISIN# Erste Group products
Abbott LaboratoriesUS00282410000
Advanced Micro DevicesUS00790310780
Amadeus IT GroupES01090670190
Anheuser Busch InbevBE09742932510
Banco Santander ES0113900J370
Bank of America US06050510460
Bayer DE000BAY001736
BHP GroupGB00BH0P3Z910
BNP ParibasFR00001311040


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