🥇 First rule of investing? Know when to save! Up to 55% off InvestingPro before BLACK FRIDAYCLAIM SALE

The No. 1 Factor Dragging Down Earnings

Published 09/20/2015, 12:20 AM
Updated 05/14/2017, 06:45 AM
US500
-
DJI
-
DX
-
CL
-

S&P 500

It’s no secret that the broader market has been rough on investors these past few weeks.

For one thing, we’ve had to contend with that whole yuan fiasco, which sent the Dow plummeting more than 1,000 points.

Uncertainty about the Fed raising interest rates has also made the markets skittish (though it should be less of a concern after Thursday’s announcement... at least for a while).

And to top it all off, crummy second quarter earnings packed on the downward pressure. This is the focus of today’s chart.

Simply put, sales were down; profits were down. And as a result, for the second quarter, year-over-year earnings for the S&P 500 are expected to drop 2.2%.

Our chart shows us which factors hurt S&P 500 companies’ earnings the most.

FactSet analyzed conference call transcripts from 417 S&P 500 companies. They then used this data to determine which factors - currency, oil prices, weather, etc. - were most harmful to the companies’ second quarter earnings.

The results should come as no surprise. With more than 45% of total revenue for all S&P 500 companies coming from outside the U.S., currency affected earnings the most - specifically, the strong dollar.

And we called it. Back in March, we featured a chart showing how the U.S. Dollar Index affected the S&P Foreign Exposure Index. (The S&P Foreign Exposure Index consists of the 47 S&P 500 companies that derive 50% or more of their revenue from foreign markets.)

From the article: If this trend continues, the drop in our Foreign Exposure Index could very well start weighing down the entire S&P 500.”

For the short term, things look bleak. Second quarter earnings were poor. Third quarter earnings are estimated to decline 2.9%. However, there is a light at the end of the tunnel...

Next month, the third quarter will end and many companies will enter into what is historically their most profitable quarter. Now is the perfect time for investors to shop for quality companies trading at bargain-bin prices.

Or as our Chief Investment Strategist Alexander Green wisely opined on Monday: “Just as every dog has its day, every asset class has its bull market. So when you find one that is unquestionably cheap, you need only buy... and show a little patience.”

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.