Bloomberg News

First Quarter of ‘12 S&P 500 Sales Summary

May 03, 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:              52/80        5.2%    41      1    10
Consumer Staples:                    29/42        5.2%    20      2     7
Energy:                              38/43        3.8%    28      0    10
Financials:                          68/81        0.9%    44      4    20
==========================================================================
Sector Summary:                  
==========================================================================
Year-Over-Year Comparisons:                                        
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

Health Care:                         44/52        5.3%    37      1     6
Industrials:                         53/61        7.5%    40      3    10
Information Tech:                    54/71       13.4%    35      4    15
Materials:                           27/30        5.7%    22      1     4
Telecom Svcs:                          5/8        3.5%     5      0     0
Utilities:                           25/32       -5.4%     6      0    19

Total Reported:                    395/500        5.0%   278     16   101
% as Total Reported                                      70%     4%   26%

Total Reported                     327/419        5.6%   234     12    81
      Ex-Financial:                                      72%     4%   25%


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

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

Consumer Discretionary:              52/80        0.2%    31     11    10
Consumer Staples:                    29/42        0.6%    16      4     9
Energy:                              39/43        3.2%    28      4     7
Financials:                          68/81        2.1%    39      5    24
Health Care:                         44/52        1.3%    30      9     5
Industrials:                         54/61        1.0%    32      9    13
Information Tech:                    54/71        2.5%    33     13     8
Materials:                           27/30        0.3%    12      6     9
Telecom Svcs:                          5/8        0.2%     1      3     1
Utilities:                           25/32       -7.9%     4      1    20
                                                      
Total Reported:                    397/500        1.3%   226     65   106
% as Total Reported                                      57%    16%   27%
==========================================================================
Sector Summary:                  
==========================================================================
Reported Revenue vs Estimates:                                     
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

Median of Surprises:                              0.9%
Total Reported                   
      Ex-Financial:                329/419        1.2%   187     60    82
                                                         57%    18%   25%

==========================================================================
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                              11/16        3.6%     8      1     2
  Retailing                          12/32       12.3%    11      0     1

CONSUMER STAPLES:                
  Food & Staples Retailing             6/9        8.5%     5      0     1
  Food Beverage & Tobacco            18/27        3.1%    12      1     5
  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                          15/22        6.8%    12      2     1
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

FINANCIALS:                      
  Real Estate                        13/17       16.7%    12      0     1

HEALTH CARE:                              
  Health Care Equipment & Srvs.      25/31        7.1%    24      0     1
  Pharma., Biotech. & Life Sci.      19/21        1.8%    13      1     5

INDUSTRIALS:                     
  Capital Goods                      35/41        7.7%    26      3     6
  Commercial & Professional Serv.     9/11        1.9%     6      0     3
  Transportation                       9/9        8.7%     8      0     1

INFORMATION TECH:                
  Semiconductors                     13/17       -2.3%     4      1     8
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

INFORMATION TECH:                
  Software & Services                22/31        7.9%    20      2     0
  Technology Hardware & Equip.       19/23       27.0%    11      1     7
                                                                         
ENERGY:                              38/43        3.8%    28      0    10

MATERIALS:                           27/30        5.7%    22      1     4

TELECOM SVCS:                          5/8        3.5%     5      0     0
                                 
UTILITIES:                           25/32       -5.4%     6      0    19

TOTAL REPORTED                   
   UNIVERSE:                       395/500        5.0%   278     16   101
==========================================================================
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                              11/16        1.7%     7      2     2
  Retailing                          12/32       -0.2%     7      3     2

CONSUMER STAPLES:                
  Food & Staples Retailing             6/9        0.7%     2      2     2
  Food Beverage & Tobacco            18/27        0.5%    10      2     6
  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                          15/22        2.8%     9      0     6
  Real Estate                        13/17        1.4%     7      2     4

HEALTH CARE:                              
  Health Care Equipment & Srvs.      25/31        1.7%    19      6     0
  Pharma., Biotech. & Life Sci.      19/21        0.4%    11      3     5

INDUSTRIALS:                     
  Capital Goods                      36/41        1.2%    21      6     9
  Commercial & Professional Serv.     9/11        0.8%     6      1     2
  Transportation                       9/9        0.3%     5      2     2

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

INFORMATION TECH:                
  Semiconductors                     13/17        1.3%     9      2     2
  Software & Services                22/31        1.2%    13      7     2
  Technology Hardware & Equip.       19/23        4.4%    11      4     4
                                                                         
ENERGY:                              39/43        3.2%    28      4     7

MATERIALS:                           27/30        0.3%    12      6     9

TELECOM SVCS:                          5/8        0.2%     1      3     1
                                 
UTILITIES:                           25/32       -7.9%     4      1    20

TOTAL REPORTED:                    397/500        1.3%   226     65   106
==========================================================================

@-- 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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