Window
Revision monitor
Net revision breadth on the latest read, for every series and window: the share of covered names raised minus the share lowered. Color deepens with the size of the read; each cell carries its raised and lowered counts and where the read sits in the series so far. Select a cell to set the window and series below.
| Series | 1d | 5d | 20d | 60d |
|---|---|---|---|---|
| EPS FY1 | -0.2% | +3.9% | +6.4% | +33.1% |
| EPS FY2 | -1.0% | -2.6% | +1.4% | +29.0% |
| Revenue FY1 | -0.2% | +6.5% | +9.8% | +33.3% |
Net breadth over time
EPS FY1 consensus, 5-session window: net breadth per session, 66 reads since 2026-06-17. Latest 2026-09-18: 83 raised · 64 lowered of 486 covered.
2026-06-17net breadth, ±24%2026-09-18
2026-09-18 · 83 raised · 64 lowered of 486 covered · net +3.9% · median revision +0.0% · mean (clipped ±10%) +0.1%
Consensus vs price
S&P 500: consensus EPS FY1 against price, both rebased to 100 at 2026-06-10, the first day both exist. The consensus index compounds the members' daily revisions over the book in force each day (cap-weighted); a fiscal-year roll or a membership change never moves it.
2026-06-10rebased to 100 at 2026-06-102026-09-18
Consensus EPS FY1+7.6%Price+5.4%
2026-09-18 · consensus EPS FY1 +7.6% · price +5.4% since 2026-06-10 · 497 covered names
Every portfolio over the period shown
Consensus, Price and their gap are measured over the same days: from the later of the period start and the portfolio's first consensus read. Price, period is the price change over the whole period shown, which matches the other pages.
| Portfolio | Group | Consensus EPS FY1 | Revenue FY1 | Price | Price − EPS | Price, period | Covered |
|---|---|---|---|---|---|---|---|
| S&P 500 | Index | +7.6% | +6.6% | +5.4% | −2.2 pts | +5.4% | 497 |
| Momentum long book | Factor long books | +9.9% | +8.7% | +3.1% | −6.7 pts | +3.1% | 100 |
| Value long book | Factor long books | +3.5% | +0.6% | +7.1% | +3.6 pts | +7.1% | 99 |
| Quality long book | Factor long books | +9.0% | +7.8% | +6.2% | −2.8 pts | +6.2% | 98 |
| Size long book | Factor long books | +0.5% | +0.5% | +5.2% | +4.8 pts | +5.2% | 99 |
| Low vol long book | Factor long books | +2.0% | +1.6% | +2.0% | +0.1 pts | +2.0% | 99 |
| High beta long book | Factor long books | +13.0% | +12.1% | +4.6% | −8.4 pts | +4.6% | 100 |
| Div yield long book | Factor long books | +0.3% | +0.5% | +2.8% | +2.5 pts | +2.8% | 100 |
| Basic Materials | Sectors | -0.1% | -0.3% | +1.3% | +1.4 pts | +1.3% | 23 |
| Communication Services | Sectors | -1.9% | +1.1% | +2.1% | +3.9 pts | +2.1% | 20 |
| Consumer Cyclical | Sectors | +2.8% | +1.8% | -0.5% | −3.3 pts | -0.5% | 51 |
| Consumer Defensive | Sectors | -1.2% | -0.2% | -3.7% | −2.5 pts | -3.7% | 32 |
| Energy | Sectors | +3.4% | +3.9% | +11.0% | +7.6 pts | +11.0% | 21 |
| Financial Services | Sectors | +4.7% | +2.2% | +7.3% | +2.6 pts | +7.3% | 68 |
| Healthcare | Sectors | +1.9% | +1.3% | +10.6% | +8.7 pts | +10.6% | 58 |
| Industrials | Sectors | +3.4% | +2.0% | +0.6% | −2.9 pts | +0.6% | 74 |
| Real Estate | Sectors | -0.5% | +2.4% | -4.0% | −3.5 pts | -4.0% | 30 |
| Technology | Sectors | +16.0% | +14.0% | +9.4% | −6.7 pts | +9.4% | 87 |
| Utilities | Sectors | -0.4% | +0.4% | -3.8% | −3.4 pts | -3.8% | 30 |
| AI Displacement Risk | Baskets | +1.8% | -0.5% | +15.2% | +13.5 pts | +15.2% | 6 |
| AI Infrastructure Leaders | Baskets | +18.8% | +16.0% | +3.2% | −15.6 pts | +3.2% | 22 |
| AI Software & Platforms | Baskets | +0.5% | +1.2% | +7.5% | +7.0 pts | +7.5% | 15 |
| Cybersecurity | Baskets | -4.6% | +3.0% | +15.4% | +20.0 pts | +15.4% | 6 |
| Memory & Storage | Baskets | +3.7% | +2.7% | +13.3% | +9.6 pts | +8.2% | 4 |
| Optical Interconnect | Baskets | +15.8% | +7.9% | +6.2% | −9.6 pts | -5.6% | 4 |
| Retail | Baskets | -0.7% | -0.1% | -0.3% | +0.4 pts | -0.3% | 22 |
| Travel & Experiences | Baskets | +1.2% | +0.2% | -3.2% | −4.5 pts | -3.2% | 16 |
| Nuclear Renaissance | Baskets | -2.7% | -0.2% | -7.9% | −5.1 pts | +2.1% | 4 |
| Power & Grid Buildout | Baskets | +2.5% | +3.1% | -0.7% | −3.1 pts | -0.7% | 13 |
| US Energy Complex | Baskets | +4.8% | +2.3% | +9.3% | +4.5 pts | +9.3% | 20 |
| Capital Markets Cycle | Baskets | +5.2% | +2.5% | +7.2% | +2.0 pts | +7.2% | 25 |
| Crypto Financialization | Baskets | -3.6% | -2.0% | +8.7% | +12.3 pts | +30.6% | 4 |
| Payments & Fintech | Baskets | -2.7% | -1.4% | +13.9% | +16.6 pts | +13.9% | 13 |
| Regional Banks | Baskets | +1.2% | +0.5% | +0.5% | −0.7 pts | +0.5% | 9 |
| GLP-1 Pressure | Baskets | -1.7% | -1.3% | -0.6% | +1.1 pts | -0.6% | 17 |
| Hospitals & Providers | Baskets | -1.1% | +0.2% | +8.7% | +9.8 pts | +14.8% | 5 |
| Managed Care & Health Insurers | Baskets | +3.2% | +0.6% | -2.0% | −5.3 pts | -2.0% | 6 |
| Defense & Aerospace | Baskets | +3.2% | +2.7% | +1.1% | −2.1 pts | +1.1% | 14 |
| Reshoring & Industrial Capex | Baskets | +1.8% | -0.8% | -1.5% | −3.4 pts | -1.5% | 17 |
| Space Economy | Baskets | +1.6% | +1.1% | +1.0% | −0.6 pts | -0.5% | 7 |
| Commodity Producers | Baskets | +0.5% | -0.0% | -3.8% | −4.3 pts | +4.3% | 20 |
| Defensives | Baskets | -0.4% | -0.3% | -0.6% | −0.2 pts | -0.6% | 24 |
| Fortress Balance Sheets | Baskets | +2.7% | +4.7% | +6.9% | +4.2 pts | +6.9% | 20 |
| Homebuilders | Baskets | -0.0% | -0.6% | -5.3% | −5.3 pts | -5.7% | 4 |
| Housing Chain | Baskets | -2.5% | -0.3% | -4.4% | −1.8 pts | -4.4% | 15 |
| Magnificent Seven | Baskets | +7.7% | +7.8% | +11.0% | +3.3 pts | +11.0% | 7 |
Where the revisions are
The same breadth inside each factor's top and bottom quintile (committed membership from the latest monthly rebalance), inside each sector and inside each thematic basket (current members), for the selected series and window. A positive top − bottom gap means analysts agree with the factor.
By factor quintile
By sector
| Sector | Raised | Lowered | Covered | Net breadth |
|---|---|---|---|---|
| Energy | 10 | 4 | 21 | +28.6% |
| Technology | 22 | 4 | 86 | +20.9% |
| Communication Services | 7 | 4 | 19 | +15.8% |
| Consumer Cyclical | 9 | 5 | 51 | +7.8% |
| Healthcare | 9 | 7 | 55 | +3.6% |
| Financial Services | 4 | 3 | 68 | +1.5% |
| Basic Materials | 7 | 7 | 23 | +0.0% |
| Utilities | 1 | 1 | 29 | +0.0% |
| Industrials | 12 | 14 | 72 | -2.8% |
| Real Estate | 2 | 5 | 29 | -10.3% |
| Consumer Defensive | 0 | 9 | 30 | -30.0% |
By basket
| Basket | Category | Raised | Lowered | Covered | Net breadth |
|---|---|---|---|---|---|
| Magnificent Seven | Reference | 5 | 0 | 7 | +71.4% |
| Memory & Storage | AI & Technology | 2 | 0 | 4 | +50.0% |
| Optical Interconnect | AI & Technology | 2 | 0 | 4 | +50.0% |
| Commodity Producers | Macro & Rates | 10 | 1 | 19 | +47.4% |
| AI Infrastructure Leaders | AI & Technology | 8 | 0 | 21 | +38.1% |
| AI Displacement Risk | AI & Technology | 2 | 0 | 6 | +33.3% |
| Cybersecurity | AI & Technology | 2 | 0 | 6 | +33.3% |
| US Energy Complex | Energy & Power | 10 | 4 | 20 | +30.0% |
| Space Economy | Industrials & Defense | 2 | 1 | 7 | +14.3% |
| AI Software & Platforms | AI & Technology | 5 | 3 | 15 | +13.3% |
| Payments & Fintech | Financials | 1 | 0 | 13 | +7.7% |
| Power & Grid Buildout | Energy & Power | 2 | 2 | 13 | +0.0% |
| Capital Markets Cycle | Financials | 1 | 1 | 25 | +0.0% |
| Crypto Financialization | Financials | 0 | 0 | 4 | +0.0% |
| Hospitals & Providers | Health | 1 | 1 | 5 | +0.0% |
| Fortress Balance Sheets | Macro & Rates | 3 | 3 | 20 | +0.0% |
| Retail | Consumer | 1 | 2 | 22 | -4.5% |
| Travel & Experiences | Consumer | 2 | 3 | 16 | -6.3% |
| Defense & Aerospace | Industrials & Defense | 3 | 4 | 14 | -7.1% |
| Defensives | Macro & Rates | 2 | 4 | 22 | -9.1% |
| Regional Banks | Financials | 0 | 1 | 9 | -11.1% |
| Reshoring & Industrial Capex | Industrials & Defense | 2 | 4 | 17 | -11.8% |
| Managed Care & Health Insurers | Health | 1 | 2 | 6 | -16.7% |
| Nuclear Renaissance | Energy & Power | 0 | 1 | 4 | -25.0% |
| Homebuilders | Macro & Rates | 0 | 1 | 4 | -25.0% |
| Housing Chain | Macro & Rates | 0 | 4 | 15 | -26.7% |
| GLP-1 Pressure | Health | 0 | 5 | 17 | -29.4% |
Biggest revisions
The largest relative changes in EPS FY1 consensus over the 5-session window ending 2026-09-18, each direction, among names with at least 3 analysts and a consensus base of at least $0.25 before the change.
Raised most
| Ticker | Company | Sector | Year | Consensus, before → after | Change | Analysts |
|---|---|---|---|---|---|---|
| ECHO | EchoStar Corporation | Communication Services | FY2028 | 3.02 → 3.30 | +9.1% | 7 |
| MOS | The Mosaic Company | Basic Materials | FY2028 | 1.94 → 2.06 | +6.5% | 4 |
| GNRC | Generac Holdings Inc. | Industrials | FY2028 | 14.14 → 14.89 | +5.4% | 8 |
| APA | APA Corporation | Energy | FY2028 | 4.04 → 4.24 | +4.8% | 8 |
| OXY | Occidental Petroleum Corporation | Energy | FY2028 | 4.02 → 4.16 | +3.4% | 7 |
| MPC | Marathon Petroleum Corporation | Energy | FY2028 | 22.33 → 23.07 | +3.3% | 5 |
| GM | General Motors Company | Consumer Cyclical | FY2028 | 16.21 → 16.73 | +3.2% | 6 |
| STLD | Steel Dynamics, Inc. | Basic Materials | FY2027 | 19.59 → 20.07 | +2.4% | 8 |
| F | Ford Motor Company | Consumer Cyclical | FY2028 | 2.16 → 2.21 | +2.1% | 5 |
| PSX | Phillips 66 | Energy | FY2028 | 19.23 → 19.58 | +1.8% | 4 |
| CF | CF Industries Holdings, Inc. | Basic Materials | FY2028 | 8.51 → 8.67 | +1.8% | 5 |
| AVGO | Broadcom Inc. | Technology | FY2028 | 30.05 → 30.58 | +1.8% | 15 |
| NUE | Nucor Corporation | Basic Materials | FY2028 | 18.38 → 18.69 | +1.7% | 6 |
| VLO | Valero Energy Corporation | Energy | FY2028 | 26.02 → 26.45 | +1.6% | 4 |
| LUV | Southwest Airlines Co. | Industrials | FY2028 | 5.35 → 5.43 | +1.4% | 8 |
Lowered most
| Ticker | Company | Sector | Year | Consensus, before → after | Change | Analysts |
|---|---|---|---|---|---|---|
| INTU | Intuit Inc. | Technology | FY2028 | 27.38 → 26.45 | -3.4% | 19 |
| SPG | Simon Property Group, Inc. | Real Estate | FY2028 | 7.61 → 7.42 | -2.5% | 5 |
| NKE | NIKE, Inc. | Consumer Cyclical | FY2029 | 2.38 → 2.32 | -2.5% | 15 |
| DVN | Devon Energy Corporation | Energy | FY2028 | 5.78 → 5.65 | -2.3% | 9 |
| LULU | Lululemon Athletica | Consumer Cyclical | FY2028 | 8.60 → 8.42 | -2.1% | 21 |
| CPRT | Copart, Inc. | Industrials | FY2028 | 1.81 → 1.77 | -2.0% | 6 |
| MLM | Martin Marietta Materials, Inc. | Basic Materials | FY2028 | 25.32 → 24.86 | -1.8% | 3 |
| DOW | Dow Inc. | Basic Materials | FY2026 | 2.46 → 2.42 | -1.6% | 10 |
| UDR | UDR, Inc. | Real Estate | FY2028 | 0.67 → 0.65 | -1.6% | 4 |
| TSN | Tyson Foods, Inc. | Consumer Defensive | FY2027 | 4.28 → 4.22 | -1.4% | 7 |
| HBAN | Huntington Bancshares Incorporated | Financial Services | FY2027 | 1.87 → 1.85 | -1.0% | 8 |
| KR | The Kroger Co. | Consumer Defensive | FY2029 | 5.87 → 5.81 | -1.0% | 6 |
| BLDR | Builders FirstSource, Inc. | Basic Materials | FY2027 | 4.49 → 4.45 | -1.0% | 12 |
| CMCSA | Comcast Corporation | Communication Services | FY2028 | 3.91 → 3.87 | -0.9% | 10 |
| DASH | DoorDash, Inc. | Communication Services | FY2028 | 7.27 → 7.22 | -0.6% | 22 |
Coverage
What the archive holds on the latest snapshot, and the slow-moving context behind the reads: which fiscal year "FY1" is for these names, how many analysts stand behind a consensus, and how far apart they sit.
| Measure | Latest snapshot |
|---|---|
| Snapshots | 71 sessions since 2026-06-10 |
| Names with estimates | 500 · FY1 open for 500 · FY2 for 499 |
| Covered by 3+ analysts (FY1 EPS) | 497 · median 12 analysts |
| Fiscal year behind “FY1” | FY2026 416 · FY2027 84 |
| Analyst coverage, 5 sessions | 59 names gained analysts · 23 lost · of 500 |
| Estimate dispersion (FY1 EPS) | 4.6% median high − low as a share of consensus · 15.5% at 2026-06-10 |
Reading this page
- Net revision breadth
- Share of covered names whose consensus rose by at least 0.1% minus the share whose consensus fell by at least that, between two snapshots a Window apart. Names covered by fewer than three analysts are excluded; a fiscal-year roll is never counted as a revision.
- Window
- Sessions between the two consensus reads: 1, 5, 20 or 60. A wider window catches slower revisions and reads higher in absolute terms, so compare a read with its own window's history, not across windows. The trend chart's Period only sets how much history is shown.
- Series
- EPS FY1 is the consensus for the nearest fiscal year still open on the snapshot date, EPS FY2 the year after it, Revenue FY1 the same year's revenue consensus. The Coverage section shows which calendar years FY1 currently maps to.
- Median and mean revision
- The median relative change across covered names, and the mean with each name clipped at ±10% so a near-zero base cannot dominate. Breadth counts names; these measure distance.
- Percentile
- Where the latest read ranks among all reads of the same series and window so far, quoted once 40 reads exist. The archive began 2026-06-10, so this is a young distribution.
- Consensus index (vs price)
- Period sets the span of the chart; the price line runs back through it while the consensus line begins where the archive does, and both are rebased to 100 on the first day they share. For each portfolio, the members' relative consensus changes between consecutive snapshots, averaged with the portfolio's own weights (cap-weighted for the index, sectors and factor long books, with the long books' 5% single-name cap; equal-weighted baskets) over the book in force that day, and compounded from 100. Membership follows the basket add and remove dates and the factor rebalance history, so editing a basket re-dates its series automatically. It measures revisions only: a fiscal-year roll or a membership change never moves it. Price is the same portfolio's committed return series, both rebased to 100 at the first day of the period. EPS names within ±$0.25 of zero sit out of the average that day and single-name changes are capped at ±50%; the revenue index carries every covered name.
- Factor quintiles, sectors and baskets
- Breadth inside each factor's top and bottom quintile as committed at the latest monthly rebalance, inside each sector with at least five covered names, and inside each thematic basket's current members with at least three covered names (ETF allocations carry no estimates). Top − bottom is in percentage points. Small baskets swing on a name or two; the covered count is beside every read.
- Biggest revisions
- The largest relative consensus changes in the latest read, each direction. EPS names whose consensus before the change was within ±$0.25 of zero are left out: a few cents on a near-zero base is a rounding story.
- Sources and caveats
- Consensus levels come from the vendor's estimate aggregation and can move when analysts are added or dropped, not only when targets change; the thresholds damp but do not remove this. Full spec: methodology §14.