Perspectives Blog

Second quarter earnings preview

Tom West, Director of Equity Research | June 30, 2014

…nary industries, will pricing hold up amid flattish demand and a tepid wage growth? These basic themes have been in place for a while, but we do see a little more shifting and variations on the theme at the sector level. With industrials having modestly underperformed this year (+3% vs. S&P 500 of +6%), investors will be looking for confirmation that revenue growth is picking up given that estimates for 2014 are back half weighted (1H consens…