Bloomberg News

First Quarter of ‘12 S&P 500 Sales Summary

May 02, 2012

The following tables summarize the first quarter of 2012 sales for companies in the Standard and Poor’s 500 Index.

Sales figures are used for the comparisons in most of the sectors except for banking and diversified financial, which the net revenue is used. The surprises are based on the estimates provided by Bloomberg.

                                 
==========================================================================
Sector Summary:                  
==========================================================================
Year-Over-Year Comparisons:                                        
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

Consumer Discretionary:              48/80        5.5%    39      0     9
Consumer Staples:                    26/42        5.9%    19      2     5
Energy:                              31/43        2.7%    22      0     9
Financials:                          62/81       -0.4%    39      3    20
==========================================================================
Sector Summary:                  
==========================================================================
Year-Over-Year Comparisons:                                        
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

Health Care:                         42/52        5.1%    35      1     6
Industrials:                         51/61        7.0%    39      3     9
Information Tech:                    49/71       13.7%    32      3    14
Materials:                           25/30        4.8%    20      1     4
Telecom Svcs:                          5/8        3.5%     5      0     0
Utilities:                           13/32       -4.4%     3      0    10

Total Reported:                    352/500        4.8%   253     13    86
% as Total Reported                                      72%     4%   24%

Total Reported                     290/419        5.6%   214     10    66
      Ex-Financial:                                      74%     3%   23%


==========================================================================
Sector Summary:                  
==========================================================================
Reported Revenue vs Estimates:                                     

                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

Consumer Discretionary:              48/80        0.3%    30     10     8
Consumer Staples:                    26/42        0.6%    15      3     8
Energy:                              31/43        1.4%    22      4     5
Financials:                          62/81        1.1%    35      5    22
Health Care:                         42/52        1.3%    28      9     5
Industrials:                         51/61        0.9%    30      8    13
Information Tech:                    49/71        2.5%    30     12     7
Materials:                           25/30        0.2%    11      5     9
Telecom Svcs:                          5/8        0.2%     1      3     1
Utilities:                           13/32       -7.9%     1      0    12
                                                      
Total Reported:                    352/500        0.9%   203     59    90
% as Total Reported                                      58%    17%   26%
==========================================================================
Sector Summary:                  
==========================================================================
Reported Revenue vs Estimates:                                     
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

Median of Surprises:                              0.9%
Total Reported                   
      Ex-Financial:                290/419        0.9%   168     54    68
                                                         58%    19%   23%

==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)
CONSUMER DISCRETIONARY:          
  Automobiles & Components             5/5       -2.9%     4      0     1
  Consumer Durables & Apparel        12/13       11.2%     9      0     3
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

CONSUMER DISCRETIONARY:          
  Consumer Services                  12/14        7.7%     9      0     3
  Media                               8/16        4.7%     7      0     1
  Retailing                          11/32       12.3%    10      0     1

CONSUMER STAPLES:                
  Food & Staples Retailing             5/9        8.3%     4      0     1
  Food Beverage & Tobacco            16/27        5.2%    12      1     3
  Household & Personal Products        5/6        1.3%     3      1     1

FINANCIALS:                      
  Banks                              15/15        4.9%    11      1     3
  Diversified Financials             25/27       -4.9%     9      1    15
  Insurance                          11/22        4.2%     9      1     1
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

FINANCIALS:                      
  Real Estate                        11/17       16.6%    10      0     1

HEALTH CARE:                              
  Health Care Equipment & Srvs.      23/31        7.1%    22      0     1
  Pharma., Biotech. & Life Sci.      19/21        1.8%    13      1     5

INDUSTRIALS:                     
  Capital Goods                      34/41        6.9%    25      3     6
  Commercial & Professional Serv.     9/11        1.9%     6      0     3
  Transportation                       8/9        9.2%     8      0     0

INFORMATION TECH:                
  Semiconductors                     12/17       -2.5%     3      1     8
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

INFORMATION TECH:                
  Software & Services                19/31        7.8%    18      1     0
  Technology Hardware & Equip.       18/23       27.2%    11      1     6
                                                                         
ENERGY:                              31/43        2.7%    22      0     9

MATERIALS:                           25/30        4.8%    20      1     4

TELECOM SVCS:                          5/8        3.5%     5      0     0
                                 
UTILITIES:                           13/32       -4.4%     3      0    10

TOTAL REPORTED                   
   UNIVERSE:                       352/500        4.8%   253     13    86
==========================================================================
Industry Summary:                
==========================================================================
Reported Revenue vs Estimates:                                           
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

CONSUMER DISCRETIONARY:          
  Automobiles & Components             5/5       -1.8%     1      1     3
  Consumer Durables & Apparel        12/13        1.6%     7      3     2
  Consumer Services                  12/14        1.2%     9      2     1
  Media                               8/16        1.9%     6      1     1
  Retailing                          11/32        0.1%     7      3     1

CONSUMER STAPLES:                
  Food & Staples Retailing             5/9        0.7%     2      1     2
  Food Beverage & Tobacco            16/27        0.5%     9      2     5
  Household & Personal Products        5/6        0.5%     4      0     1

FINANCIALS:                      
  Banks                              15/15        4.5%    13      0     2
==========================================================================
Industry Summary:                
==========================================================================
Reported Revenue vs Estimates:                                           
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

FINANCIALS:                      
  Diversified Financials             25/27        0.9%    10      3    12
  Insurance                          11/22       -1.2%     6      0     5
  Real Estate                        11/17        1.2%     6      2     3

HEALTH CARE:                              
  Health Care Equipment & Srvs.      23/31        1.8%    17      6     0
  Pharma., Biotech. & Life Sci.      19/21        0.4%    11      3     5

INDUSTRIALS:                     
  Capital Goods                      34/41        1.1%    20      5     9
  Commercial & Professional Serv.     9/11        0.8%     6      1     2
  Transportation                       8/9        0.1%     4      2     2

==========================================================================
Industry Summary:                
==========================================================================
Reported Revenue vs Estimates:                                           
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

INFORMATION TECH:                
  Semiconductors                     12/17        1.2%     8      2     2
  Software & Services                19/31        1.2%    11      6     2
  Technology Hardware & Equip.       18/23        4.5%    11      4     3
                                                                         
ENERGY:                              31/43        1.4%    22      4     5

MATERIALS:                           25/30        0.2%    11      5     9

TELECOM SVCS:                          5/8        0.2%     1      3     1
                                 
UTILITIES:                           13/32       -7.9%     1      0    12

TOTAL REPORTED:                    352/500        0.9%   203     59    90
==========================================================================

@-- The number of companies reported is based on earnings announced for the period of February 16 to May 15, and includes companies in the index as of March 30 (the last day of the quarter).

* -- Same category includes the sales differences between +0.5 percent and -0.5 percent.

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 atanzi@bloomberg.net


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