美股公司Margin创新高
With more than 80% of companies that have reported beating estimates for the latest quarter, the S&P 500’s operating margin remains at record highs. And EPS beats are topping sales ones, (~67% so far) implying that expenses for inputs aren’t debilitating. Many companies have been able to pass through rising costs to consumers. Lower freight costs and signs the chip shortage is easing can also offer future tailwinds.
With more than 80% of companies that have reported beating estimates for the latest quarter, the S&P 500’s operating margin remains at record highs. And EPS beats are topping sales ones, (~67% so far) implying that expenses for inputs aren’t debilitating. Many companies have been able to pass through rising costs to consumers. Lower freight costs and signs the chip shortage is easing can also offer future tailwinds.