Already a Bloomberg.com user?
Sign in with the same account.
The following table details the expected quarterly and annual year-over-year share-weighted earnings growth for industry groups in the Standard and Poor’s 500 Index.
Percentages are calculated using Bloomberg earnings estimates for the current period compared with actual figures from a year ago. Companies are then grouped together by industry and summed for each period to calculate the percentage growth.
================================================================================
Q1/12 Q2/12 Q3/12 Q4/12 FY12* FY13* FY14*
================================================================================
S&P 500 Index Growth 0.2% 1.7% 7.0% 17.2% 8.2% 12.6% 10.4%
S&P 500 Ex-Financials 0.1% 0.7% 4.7% 14.4% 6.9% 12.2% 9.9%
-------------------------------Consumer Discretionary---------------------------
Total Sector -2.5% 1.7% 10.2% 16.8% 7.4% 16.3% 15.3%
Automobiles & Components -32.1% -20.6% -10.1% 49.5% 1.7% 17.7% 13.7%
Consumer Durables & Apparel 1.9% -1.4% 0.1% 5.7% 1.4% 11.0% 16.5%
================================================================================
Q1/12 Q2/12 Q3/12 Q4/12 FY12* FY13* FY14*
================================================================================
-------------------------------Consumer Discretionary---------------------------
Consumer Services 1.3% 8.3% 20.1% 17.1% 19.3% 19.7% 15.4%
Media 10.3% 8.1% 18.6% 10.3% 9.9% 17.0% 15.4%
Retailing 1.3% 5.9% 14.3% 21.6% 7.5% 14.0% 16.3%
---------------------------------Consumer Staples------------------------------
Total Sector -0.1% 4.7% 7.1% 10.4% 3.4% 9.6% 9.4%
Food & Staples Retailing 1.8% 5.2% 9.1% 12.5% 5.4% 8.8% 10.2%
Food Beverage & Tobacco 0.1% 3.3% 6.1% 10.4% 3.1% 10.0% 9.2%
Household & Personal Products -3.4% 8.6% 7.2% 7.1% 1.2% 9.6% 8.9%
--------------------------------------Energy-----------------------------------
Total Sector -2.5% -7.5% -6.5% 22.5% 2.0% 12.9% 1.8%
Energy Equipment & Services 32.0% 20.9% 13.2% 16.6% 20.3% 21.7% 15.4%
Oil, Gas and Consumable Fuels -6.3% -10.7% -9.0% 23.6% -0.4% 11.5% -0.6%
-------------------------------------Financials---------------------------------
Total Sector 0.9% 7.5% 21.5% 35.0% 15.8% 14.7% 12.9%
================================================================================
Q1/12 Q2/12 Q3/12 Q4/12 FY12* FY13* FY14*
================================================================================
-------------------------------------Financials---------------------------------
Banks 13.4% 3.8% 11.1% 21.0% 14.2% 13.5% 11.6%
Diversified Financials -4.4% -4.0% -0.4% 84.5% 10.1% 18.7% 14.5%
Insurance -2.2% 44.8% 208.7% -0.3% 29.1% 8.9% 12.1%
Real Estate 18.6% 14.4% 13.0% 4.7% 21.1% 10.1% 9.0%
-------------------------------------Health Care--------------------------------
Total Sector -1.6% -0.2% 0.1% 5.7% 1.6% 7.1% 8.7%
Health Care Equipment & Srvs. -0.3% 4.8% 8.4% 12.0% 5.7% 10.6% 10.1%
Pharma., Biotech. & Life Sci. -2.2% -2.6% -3.7% 2.8% -0.3% 5.4% 7.9%
-------------------------------------Industrials--------------------------------
Total Sector 8.2% 8.1% 9.3% 11.0% 9.2% 14.1% 13.0%
Capital Goods 7.0% 7.5% 8.9% 10.6% 8.6% 14.0% 12.6%
Commercial Services & Supplies 1.9% -1.4% 0.1% 5.7% 1.4% 11.0% 16.5%
Transportation 17.7% 14.0% 14.2% 14.5% 14.7% 15.3% 14.1%
================================================================================
Q1/12 Q2/12 Q3/12 Q4/12 FY12* FY13* FY14*
================================================================================
----------------------------------Information Technology------------------------
Total Sector 5.7% 3.9% 13.9% 13.2% 17.8% 13.0% 11.7%
Semiconductors -24.9% -17.4% 3.8% 36.4% -9.6% 17.6% 13.0%
Software & Services 8.6% 3.2% 9.4% 13.3% 16.4% 12.8% 11.4%
Technology Hardware & Equip. 13.2% 12.2% 22.9% 8.0% 30.0% 12.0% 11.6%
---------------------------------------Materials--------------------------------
Total Sector -16.1% -5.6% 5.0% 42.5% 3.2% 18.3% 10.2%
--------------------------------Telecommunication Services----------------------
Total Sector -10.1% -0.1% -7.1% 44.1% 0.4% 19.4% 20.1%
--------------------------------------Utilities---------------------------------
Total Sector -3.3% -6.6% -5.7% 5.0% -3.4% 2.0% 5.1%
================================================================================
* -- Fiscal year EPS from each company was used to calculate the growth, it might not add up from the quarterly EPS.
NM -- The calculations of percentage changes between profit and loss and vice versa are not meaningful, hence not calculated.
To contact the reporter on this story: Wendy Soong in New York at csoong@bloomberg.net
To contact the editor responsible for this story: Alex Tanzi at at atanzi@bloomberg.net