Big surprise on 2023E earnings; TP raised
Earnings expectation is settling
–3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver
Semiconductors:Broadcom 2Q24 earnings surged on AI power and VMware integration
1Q24 core earnings beat estimates; Shifted to profitable growth strategy
US Equity Strategy _Earnings Brief 2Q24 August 26_ Golub-110017681
–1H23 earnings beat with surprise in dividend
2Q23E earnings to grow 30-65%; recovery story intact
Monthly Outlook 202309: US Corporate Earnings Set to Rebound? Hiring Cost Is the Biggest Risk
Robust 3Q doubled in NBV and earnings growth
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