3Q Earnings Preview: Preparing for Impact

The video discusses the current state of earnings growth, focusing on the third quarter's expectations. It highlights the potential for a downturn, with technology, communications, and financials being the most affected sectors. Despite this, energy and commodities are expected to show strong growth, potentially offsetting declines in other areas. The discussion also covers revenue forecasts, margin impacts, and the influence of external factors like the dollar and supply chain issues.

What is the consensus expectation for earnings growth in the third quarter?

• 12.6%

• 9%

• 5%

• 2.5%

Which model suggests a potential 9% EPS growth?

• Revenue model

• Fair value model

• Margin model

• Guidance model

What is the expected downturn percentage for the technology sector?

• 5%

• 7.5%

• 10%

• 12.6%

Which factor surpassed inflation mentions last quarter?

• Dollar

• Energy prices

• Interest rates

• Supply chain

What is the forecasted EPS growth for the energy sector?

• 100%

• 75%

• 125%

• 50%