Bloomberg News

Second Quarter of ‘12 S&P 500 Sales Summary

August 07, 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:              54/81        3.0%    35      2    17
Consumer Staples:                    30/41        2.3%    18      2    10
Energy:                              41/44      -14.2%    22      2    17
Financials:                          79/81        3.4%    46      4    29
==========================================================================
Sector Summary:                  
==========================================================================
Year-Over-Year Comparisons:                                        
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

Health Care:                         46/52        2.0%    32      2    12
Industrials:                         55/61        4.6%    36      3    16
Information Tech:                    56/70        7.7%    35      3    18
Materials:                           28/30       -0.5%     9      2    17
Telecom Svcs:                          6/8        2.4%     4      1     1
Utilities:                           27/32       -3.7%     6      2    19

Total Reported:                    422/500       -0.4%   243     23   156
% as Total Reported                                      58%     5%   37%

Total Reported                     343/419       -1.1%   197     19   127
      Ex-Financial:                                      57%     6%   37%


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

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

Consumer Discretionary:              53/81       -1.3%    10     10    33
Consumer Staples:                    30/41       -0.1%    11      9    10
Energy:                              43/44        4.1%    21      2    20
Financials:                          76/81        1.6%    33     15    28
Health Care:                         46/52       -0.2%    18      9    19
Industrials:                         56/61       -0.2%    14      9    33
Information Tech:                    56/70       -1.1%    21     13    22
Materials:                           28/30       -2.4%     5      3    20
Telecom Svcs:                          6/8        0.2%     4      2     0
Utilities:                           27/32       -9.0%     5      0    22
                                                      
Total Reported:                    421/500        0.3%   142     72   207
% as Total Reported                                      34%    17%   49%
==========================================================================
Sector Summary:                  
==========================================================================
Reported Revenue vs Estimates:                                     
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

Median of Surprises:                             -0.4%
Total Reported                   
      Ex-Financial:                345/419        0.1%   109     57   179
                                                         32%    17%   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        12/14        6.0%     7      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                              14/16        2.1%     7      0     7
  Retailing                          11/32       15.8%    11      0     0

CONSUMER STAPLES:                
  Food & Staples Retailing             5/8        7.3%     4      0     1
  Food Beverage & Tobacco            20/27        0.2%    12      1     7
  Household & Personal Products        5/6       -2.2%     2      1     2

FINANCIALS:                      
  Banks                              15/15        3.9%     9      2     4
  Diversified Financials             27/27        1.2%    12      0    15
  Insurance                          20/22        4.6%    11      2     7
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

FINANCIALS:                      
  Real Estate                        17/17       10.5%    14      0     3

HEALTH CARE:                              
  Health Care Equipment & Srvs.      26/30        4.0%    18      2     6
  Pharma., Biotech. & Life Sci.      20/22       -2.0%    14      0     6

INDUSTRIALS:                     
  Capital Goods                      36/41        5.2%    25      1    10
  Commercial & Professional Serv.    10/11       -0.3%     5      0     5
  Transportation                       9/9        3.8%     6      2     1

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                26/31        4.2%    21      2     3
  Technology Hardware & Equip.       16/22       14.5%     8      0     8
                                                                         
ENERGY:                              41/44      -14.2%    22      2    17

MATERIALS:                           28/30       -0.5%     9      2    17

TELECOM SVCS:                          6/8        2.4%     4      1     1
                                 
UTILITIES:                           27/32       -3.7%     6      2    19

TOTAL REPORTED                   
   UNIVERSE:                       422/500       -0.4%   243     23   156
==========================================================================
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        12/14       -1.5%     2      1     9
  Consumer Services                  12/14       -0.6%     3      2     7
  Media                              13/16        0.9%     2      4     7
  Retailing                          11/32       -1.5%     2      3     6

CONSUMER STAPLES:                
  Food & Staples Retailing             5/8       -0.3%     1      2     2
  Food Beverage & Tobacco            20/27        0.1%    10      3     7
  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       -1.0%     8      4    14
  Insurance                          18/22        4.9%     5      5     8
  Real Estate                        17/17        2.8%    12      3     2

HEALTH CARE:                              
  Health Care Equipment & Srvs.      26/30       -0.7%     6      6    14
  Pharma., Biotech. & Life Sci.      20/22        1.0%    12      3     5

INDUSTRIALS:                     
  Capital Goods                      37/41        0.1%    11      5    21
  Commercial & Professional Serv.    10/11       -0.9%     1      3     6
  Transportation                       9/9       -1.4%     2      1     6

==========================================================================
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                26/31       -0.7%     8      5    13
  Technology Hardware & Equip.       16/22       -2.5%     5      4     7
                                                                         
ENERGY:                              43/44        4.1%    21      2    20

MATERIALS:                           28/30       -2.4%     5      3    20

TELECOM SVCS:                          6/8        0.2%     4      2     0
                                 
UTILITIES:                           27/32       -9.0%     5      0    22

TOTAL REPORTED:                    421/500        0.3%   142     72   207
==========================================================================

@-- 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


Video Game Avenger
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus