Where is Earnings Growth Coming From?

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>Here are the key points: What we saw in the Q1 earnings season was a resilient and steadily improving profitability picture, both in terms of the growth rate and the evolving revisions trend. Positive revenue surprises were a bit less commonplace relative to other recent periods, but margins ...