Brian Gilmartin
Affiliation
Trinity Asset Management, Inc.
Private investment advisor managing money for individuals
Title
Portfolio Manager
Certifications
Chartered Financial Analyst (CFA)
Education
Xavier University, BSBA, Cincinnati, Ohio; Loyola University of Chicago, MBA, CFA
Degree
Finance
Company Name
Trinity Asset Management, Inc.
Trinity Asset Management, Inc.
Company Website
http://www.trinityasset.com
http://www.trinityasset.com
Brian Gilmartin, Trinity Asset Management, Inc.
Walmart, the retail juggernaut is expected to report their fiscal Q2 ’26 financial results before the opening bell on Thursday morning, August 21st, and those consensus estimates are expecting $0.76 in earnings per share on $176 billion in revenue ...
Aug 19, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
In mid-Fenruary ’25, Cisco (CSCO) traded up to $65 and peaked in mid-February right with the SP 500, traded down $10 to the $55 area during the Liberation Day selloff and then rallied back to the low $70’s before this latest earnings report. Cisco ...
Aug 17, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Cisco Systems (CSCO) reports their fiscal Q4 ’25 after the closing bell on Wednesday night, August 13, 2025. Analyst consensus is expecting $0.98 in earnings per share on $14.6 billion in revenue as well as 4.97 billion in operating income, for ...
Aug 12, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
The height of geekdom (I know), but note the improvement in Q2 ’25 EPS and revenue growth rates expected by the end of September ’25, and then note Q3 ’25 and Q4 ’25 improving estimates as well. It’s really remarkable. The first horizontal bordered ...
Aug 10, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 SP 500 earnings, something caught my eye. Lot’s of folks talk earnings, fewer talk SP 500 revenue and year-over-year (y-o-y) revenue growth. Here’s a quick look at the technology ...
Aug 06, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Continuing with a table shown to readers over the last few weeks and months, here’s the SP 500 quarterly, “expected” EPS and revenue growth rates for both the current Q2 ’25 results being reported and for Q3 ’25 and beyond as well. With the Mag 7 – ...
Aug 03, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients, this summer and really the January ’25 meetings too, much of the discussion revolved around the current 15-year secular ...
Aug 02, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
While 4 “Mag 7” names report this week, Tuesday morning, July 29th’s release of Boeing’s (BA) 2nd quarter, 2025 financial results might be more eagerly awaited than the market’s leaders the last few years. For the aerospace and defense giant, analyst ...
Jul 27, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Apologies for the delay in getting thoughts on Netflix’s (NFLX) calendar Q2 ’25 published for readers. The streaming giant, which continues to maintain a huge lead on it’s competitors, (although YouTube continues to get inserted into the discussion ...
Jul 26, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Both the “upside surprise” factor for Q2 ’25 SP 500 earnings and revenue estimates are very strong. As of this morning’s data from LSEG, the SP 500 EPS “upside surprise” is +6.8%, led by the energy and financial sectors. The SP 500 revenue upside ...
Jul 25, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Alphabet (GOOGL) reports their Q2 ’25 financial results after the closing bell on Wednesday night, July 23rd, 2025, with analyst consensus expecting $2.18 in earnings per share, on $93.9 – $94 billion in revenue, and $31.1 billion in revenue for ...
Jul 23, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
IBM (IBM) is scheduled to report their Q2 ’25 financial results after the closing bell on Wednesday, July 23rd, 2025. Analyst consensus is expecting earnings per share of $2.64 on $16.59 billion in revenue and $3.19 bl in operating income for ...
Jul 22, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Schwab reported their calendar Q2 ’25 financial results last Friday morning, July 18th, and it first looked like the quarter results were not a big deal, as net revenue beat by 2% ($5.85 actual vs %.73 est), and EPS beat by 4%, ($1.14 actual vs $1.10 ...
Jul 22, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
It’s well-documented that international equity (and even bonds for that matter) have had a good 2025 so far this year, but the following chart on Emerging Market ex-China also indicates that emerging markets are possibly starting to show some forward ...
Jul 19, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Source: LSEG data This table has been posted a few times over the last 8 weeks, showing the progression of “expected” SP 500 EPS and revenue growth rates for Q2 ’25. Q2 ’25 earnings started this week, and all the large-cap financials showed slid ...
Jul 18, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Schwab (SCHW) will report their calendar Q2 ’25 financial results on Friday morning, July 18th. Analyst consensus is expecting $1.10 in earnings per share on $5.73 billion in revenue for expected y-o-y growth of 51% and 22%. Pre-tax income is ...
Jul 17, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Netflix reports after the closing bell on Thursday, July 17th, 2025. Sell-side analysts are looking for $7.08 in earnings per share on $11.07 billion in revenue for the streaming giant, and expectations for $3.6 billion in operating income. Expected ...
Jul 16, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
One quick note FBK Financial, a small-cap bank ($2 bl mkt cap) reports Monday night, July 14th after the close. The net revenue estimate is just $135 million per LSEG, and total annual net revenue this year is expected at $600 ml, with the annual EPS ...
Jul 13, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
While the big tech companies for the most part don’t report until the 3rd or 4th week in July, looking over prior quarters EPS and revenue growth rates for tech, here’s what the progression looked like in terms of where the quarter started, and how ...
Jul 08, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Here’s the updated spreadsheet with LSEG data showing the progression of earnings and revenue growth for expected Q2 and Q3 ’25. Frankly, all investors care about is “actual” Q2 ’25 EPS results which start the week beginning July 14th, and what the ...
Jul 06, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Return data courtesy of Morningstar, Inc. Probably of little surprise to readers, but the growth style of investing continues to beat value looking at year-to-date returns, although by smaller amounts than the previous years, which is also ...
Jun 29, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
If you look at the above bordered line running horizontally across the page, it appears that as of the Memorial Day weekend, the expected quarterly EPS and revenue growth rates for the SP 500 bottomed, and have started to improve since then. We’ll ...
Jun 27, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
While Fed Chairman Jerome Powell adhered to the Fed’s stated policy of “slower economic growth with expected higher inflation” yesterday at his Congressional testimony, there is no question that the sentiment is shifting within the Federal Reserve ...
Jun 25, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
Nike (NKE), the athletic apparel and footwear giant is expected to report their May, ’25, (fiscal Q4 ’25) earnings on Thursday night, after the closing bell. Analyst consensus is expecting $0.12 in earnings per share on $10.7 billion in revenue, for ...
Jun 22, 2025
Brian Gilmartin, Trinity Asset Management, Inc.
This coming week investors hear from FedEx (FDX), Micron Technology (MU) and then Nike (NKE) on Thursday night, June 26th, 2025. That’s a transportation / freight business, a DRAM semiconductor company, and one of the top – albeit tarnished brands – ...
Jun 21, 2025
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