profit margins Tag

Is 2019 Going to be the Year of the Profit Margin Problem?

12 Dec, by Bryce Coward, CFA in Economy

2018 has been kind to corporate profit margins. In fact, the margin expansion we've seen so far in 2018 is unprecedented in a late cycle economic environment when wages are rising briskly, at least looking back over the last thirty years. What has been different...

US Corporate Profits and Margins Bounced Back In The 2Q

28 Aug, by Knowledge Leaders Team in Uncategorized

The preliminary estimate for corporate profits in the second quarter were released this morning and showed a rebound from the abysmal first quarter profits. Looking at after-tax profits with inventory and capital consumption adjustments, corporate profits 8.4% quarter-over-quarter AR which is the largest gain in three...

US Corporate Profit Margins Increase Again In The 3Q

05 Dec, by Knowledge Leaders Team in Uncategorized

US corporate profit margins are at their second highest level ever at 10.14%. The highest level was reached in the 4Q11 when profit margins spiked to 10.27%. 4-year annualized growth of profits have slowed from 19.4% to 10.1% in just three quarters....

Falling Yen Bad News For US Profit Margins

21 Nov, by Knowledge Leaders Team in Uncategorized

With the Yen having fallen below 100, it is important to understand some of the consequences.  Over the last 25 years, a structurally rising Yen has been good for US profit margins....

Usefulness of Shiller P/E

24 Oct, by Knowledge Leaders Team in Uncategorized

We received a question today regarding the usefulness of the Shiller P/E.  For starters, it has a wonderful long-term history.  There aren’t many series where we have 130 years of history....