2024 Q4 Hit Rates

With the majority of our tracked names having reported earnings for 24Q4, we are pleased to announce another quarter of high performance. We highlighted 27 significant disconnects from consensus with a reported hit rate of 70%. This follows both our recent performance in 24Q3, 24Q2, 24Q1, and historical average of 71%, 79%, 77% and 70% respectively. Please reach out if you are an active investor looking to add coverage to the blind spots of US Industrials, Materials and Consumer Discretionary names.