27 of 29 industrial companies beat EPS estimates this week

Earnings
โดย Seeking Alpha·Read original
Summary · why it matters

Twenty-seven of the 29 industrial companies that reported quarterly earnings this week topped analysts' earnings-per-share expectations, while 22 beat revenue forecasts. Boeing posted a narrower loss of 76 cents per share versus the expected $1.24 loss, and United Parcel Service earned $1.76 per share, 21 cents above estimates. Quanta Services delivered the largest upside surprise with EPS of $4.24, nearly double the consensus, while Eaton and Vertiv Holdings were among the few that missed on either the top or bottom line. The Industrial Select Sector SPDR ETF fell 2.34% for the week but remains up 15.71% year-to-date, outpacing the S&P 500's 8.65% gain.

Impact on stocks 18

Energy Transition & Power Demand± Mixed · 4 stocks
Quanta Services Inc
PWR
▲ PositiveCapitalrelevance

Quanta Services delivered the largest upside surprise with EPS of $4.24, nearly double the consensus.

Defense & Geopolitical Fragmentation · 4 stocks
The Boeing Company
BA
▲ PositiveCapitalrelevance

Boeing posted a narrower-than-expected loss of 76 cents per share versus the expected $1.24 loss.

Robotics & Physical AI · 3 stocks
Smart City / Autonomous Infrastructure · 2 stocks
Climate Adaptation & Water · 2 stocks
Industrials · 1 stocks
Artificial Intelligence · 1 stocks
Vertiv Holdings Co
VRT
▼ NegativeCapitalrelevance

Vertiv Holdings was among the few that missed on either the top or bottom line.

Cloud & Digital Infrastructure · 1 stocks