Bloomberg News

Second Quarter of ‘12 S&P 500 Sales Summary

August 03, 2012

The following tables summarize the second 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:              52/81        3.0%    33      2    17
Consumer Staples:                    27/41        0.5%    15      2    10
Energy:                              40/44      -14.3%    21      2    17
Financials:                          73/81        3.8%    42      4    27
==========================================================================
Sector Summary:                  
==========================================================================
Year-Over-Year Comparisons:                                        
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

Health Care:                         45/52        2.0%    32      2    11
Industrials:                         53/61        4.7%    35      3    15
Information Tech:                    55/70        7.6%    34      3    18
Materials:                           27/30       -0.5%     9      2    16
Telecom Svcs:                          6/8        2.4%     4      1     1
Utilities:                           24/32       -3.0%     6      2    16

Total Reported:                    402/500       -0.7%   231     23   148
% as Total Reported                                      57%     6%   37%

Total Reported                     329/419       -1.3%   189     19   121
      Ex-Financial:                                      57%     6%   37%


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

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

Consumer Discretionary:              51/81       -1.3%    10      8    33
Consumer Staples:                    27/41        0.3%    10      9     8
Energy:                              42/44        3.8%    20      2    20
Financials:                          71/81        2.9%    31     13    27
Health Care:                         45/52       -0.2%    18      8    19
Industrials:                         54/61       -0.1%    14      9    31
Information Tech:                    55/70       -1.1%    21     12    22
Materials:                           27/30       -2.3%     5      3    19
Telecom Svcs:                          6/8        0.2%     4      2     0
Utilities:                           24/32       -7.9%     5      0    19
                                                      
Total Reported:                    402/500        0.9%   138     66   198
% as Total Reported                                      34%    16%   49%
==========================================================================
Sector Summary:                  
==========================================================================
Reported Revenue vs Estimates:                                     
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

Median of Surprises:                             -0.5%
Total Reported                   
      Ex-Financial:                331/419        0.5%   107     53   171
                                                         33%    16%   52%

==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)
CONSUMER DISCRETIONARY:          
  Automobiles & Components             5/5       -4.0%     3      0     2
  Consumer Durables & Apparel        11/14        5.8%     6      1     4
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

CONSUMER DISCRETIONARY:          
  Consumer Services                  12/14        2.6%     7      1     4
  Media                              13/16        2.2%     6      0     7
  Retailing                          11/32       15.8%    11      0     0

CONSUMER STAPLES:                
  Food & Staples Retailing             4/8        3.1%     3      0     1
  Food Beverage & Tobacco            18/27        0.1%    10      1     7
  Household & Personal Products        5/6       -2.2%     2      1     2

FINANCIALS:                      
  Banks                              15/15        3.3%     9      2     4
  Diversified Financials             27/27       -0.7%    12      0    15
  Insurance                          17/22        6.3%     9      2     6
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

FINANCIALS:                      
  Real Estate                        14/17       11.2%    12      0     2

HEALTH CARE:                              
  Health Care Equipment & Srvs.      25/30        4.1%    18      2     5
  Pharma., Biotech. & Life Sci.      20/22       -2.0%    14      0     6

INDUSTRIALS:                     
  Capital Goods                      35/41        5.3%    24      1    10
  Commercial & Professional Serv.    10/11       -0.3%     5      0     5
  Transportation                       8/9        4.1%     6      2     0

INFORMATION TECH:                
  Semiconductors                     14/17        3.5%     6      1     7
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

INFORMATION TECH:                
  Software & Services                25/31        3.9%    20      2     3
  Technology Hardware & Equip.       16/22       14.5%     8      0     8
                                                                         
ENERGY:                              40/44      -14.3%    21      2    17

MATERIALS:                           27/30       -0.5%     9      2    16

TELECOM SVCS:                          6/8        2.4%     4      1     1
                                 
UTILITIES:                           24/32       -3.0%     6      2    16

TOTAL REPORTED                   
   UNIVERSE:                       402/500       -0.7%   231     23   148
==========================================================================
Industry Summary:                
==========================================================================
Reported Revenue vs Estimates:                                           
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

CONSUMER DISCRETIONARY:          
  Automobiles & Components             5/5       -3.6%     1      0     4
  Consumer Durables & Apparel        11/14       -1.5%     2      0     9
  Consumer Services                  12/14       -0.6%     3      2     7
  Media                              12/16        0.9%     2      3     7
  Retailing                          11/32       -1.5%     2      3     6

CONSUMER STAPLES:                
  Food & Staples Retailing             4/8        0.2%     1      2     1
  Food Beverage & Tobacco            18/27        0.5%     9      3     6
  Household & Personal Products        5/6       -0.3%     0      4     1

FINANCIALS:                      
  Banks                              15/15        0.1%     8      3     4
==========================================================================
Industry Summary:                
==========================================================================
Reported Revenue vs Estimates:                                           
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

FINANCIALS:                      
  Diversified Financials             26/27        0.9%     9      3    14
  Insurance                          16/22        8.9%     5      4     7
  Real Estate                        14/17        2.5%     9      3     2

HEALTH CARE:                              
  Health Care Equipment & Srvs.      25/30       -0.7%     6      5    14
  Pharma., Biotech. & Life Sci.      20/22        1.0%    12      3     5

INDUSTRIALS:                     
  Capital Goods                      36/41        0.2%    11      5    20
  Commercial & Professional Serv.    10/11       -0.9%     1      3     6
  Transportation                       8/9       -1.2%     2      1     5

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

INFORMATION TECH:                
  Semiconductors                     14/17        1.2%     8      4     2
  Software & Services                25/31       -0.7%     8      4    13
  Technology Hardware & Equip.       16/22       -2.5%     5      4     7
                                                                         
ENERGY:                              42/44        3.8%    20      2    20

MATERIALS:                           27/30       -2.3%     5      3    19

TELECOM SVCS:                          6/8        0.2%     4      2     0
                                 
UTILITIES:                           24/32       -7.9%     5      0    19

TOTAL REPORTED:                    402/500        0.9%   138     66   198
==========================================================================

@-- The number of companies reported is based on earnings announced for the period of May 16 to August 15, and includes companies in the index as of June 29 (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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