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Brian Gilmartin

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  • Analysis & Opinion

Brian Gilmartin's Opinion & Analysis
A complete archive of Brian Gilmartin's articles, including current analysis & opinion.

The forward 4-quarter estimate (FFQE) increased this week to $339.22, versus last week’s $338.29. The PE ratio on the new forward estimate is now 20x. The S&P 500 earnings yield slipped...
Both JPMorgan (NYSE:JPM) and Citigroup (NYSE:C) report their Q1 ’26 financial results before the opening bell on Tuesday, April 14th, 2026, while Bank of America (NYSE:BAC) follows up these...
When Nike (NYSE:NKE) reported their fiscal Q3 ’26 last Tuesday night, March 31 ’26, there was very little to cheer about, and in fact the lowered guidance for fiscal Q4, ’26, which I...
Congratulations to the US military for the successful rescue of the 2nd airman this weekend in Iraq. That had to be a big moment and a huge morale booster for the military and the teams that were sent...
The forward 4-quarter estimate (FFQE) for the S&P 500 increased to $338.29 from last week’s $322.20. That a $16 and change jump for the FFQE however, the percentage increase is normal given...
The S&P 500 earnings yield (SP EY) jumped back over 5% on Friday, March 27, 2026, to end the week at 5.06%, the first time – per this blog’s internal spreadsheet – since early...
5-6 weeks into the Iran conflict, the most surprising aspect of the S&P 500 earnings data is that the sell-side is still revising forward S&P 500 EPS estimates higher, for the benchmark,...
I wrote a blog post in late December ’25 just to think through the various variables impacting equity market returns, but one of the easier ways to analyze historical market returns is to...
Pretty fascinating when large-cap growth and large-cap tech and mega-cap is your “contra” trade. Interesting table from Bespoke this weekend showing that crude oil was more than 3 standard...
Coca-Cola: Earnings Quality Still Not Great
By Brian Gilmartin - Mar 04, 20261
It’s been a little over a year since writing about Coca-Cola’s (NYSE:KO) earnings quality, and since then, after the calendar 2025 year, it appears not much has changed...