Die Grafik zeigt die prognostizierten Quartalsgewinne (Bereinigter Gewinn pro Aktie, EPS) und die tatsächlich erzielten Gewinne (grün: Analystenschätzungen übertroffen, rot: Analystenschätzungen verfehlt) für den ausgewählten Zeitraum.
Umsatz (USD)
Schätzung
Umsatz
Die Grafik zeigt die prognostizierten Quartalsumsätze und die tatsächlich erzielten Umsätze (grün: Analystenschätzungen übertroffen, rot: Analystenschätzungen verfehlt) für den ausgewählten Zeitraum.
Güte der Analystenschätzungen – EPS (aktueller Zeitraum)
Quartal / Datum
EPS (USD)
Schätzung (USD)
Abweichung
Quartal / Datum
Umsatz (Mrd USD)
Schätzung (Mrd USD)
Abweichung
Revisionen der Gewinnschätzungen
EPS-Schätzungen für die Geschäftsjahre
2026, 2027, 2028.
Steven E. Orr explains why investors should focus on out-of-favor companies with strong fundamentals, highlighting Microsoft (MSFT) as a potential rebound candidate. He also shares his views on the AI race, sets an ambitious target for GE Aerospace (GE), and identifies Palo Alto Networks (PANW) as a top cybersecurity play amid growing digital security demand.
The iShares U.S. Aerospace and Defense ETF (BATS: ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA... ITA Just Ripped Higher, but America's Rearmament Cycle May Still Be in the First Inning
Defense spending is surging while airline profits are under pressure. The choice between these two funds comes down to which story you believe in more.
GE Aerospace is a dominant leader in jet propulsion with strong growth in commercial aviation engine services. Lockheed Martin provides stability through massive long-term contracts with the U.S. government.
GE (GE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.