Expected Revenue Growth for Industries in S&P 500

The following table details the expected quarterly and annual year-over-year revenue growth for industry groups in the Standard and Poor’s 500 Index.

Percentages are calculated using Bloomberg revenue 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.

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                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
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S&P 500 Index Growth               6.8%   3.3%   2.7%   3.9%  8.4%  4.6%  5.5%
S&P 500 Ex-Financials              8.2%   4.1%   2.7%   4.4% 10.1%  4.8%  5.5%

-------------------------------Consumer Discretionary---------------------------
Total Sector                       7.9%   5.5%   4.5%   5.1%  9.8%  5.6%  6.1%
  Automobiles & Components         8.6%   3.8%   2.7%   2.3% 15.3%  4.2%  7.5%
  Consumer Durables & Apparel     10.0%  10.8%   8.5%   9.2%  6.2% 10.2%  7.6%
================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
-------------------------------Consumer Discretionary---------------------------
  Consumer Services                6.8%   4.1%   3.2%   4.1%  9.5%  3.6%  7.0%
  Media                           10.5%   4.8%   3.7%   4.8% 12.4%  4.8%  4.4%
  Retailing                        6.5%   6.0%   5.2%   5.8%  7.5%  6.2%  6.1%

---------------------------------Consumer Staples------------------------------
Total Sector                       7.1%   4.9%   3.9%   3.8%  7.9%  5.9%  4.3%
  Food & Staples Retailing         7.4%   5.3%   5.1%   5.1%  5.6%  6.5%  4.7%
  Food Beverage & Tobacco          7.4%   4.7%   2.6%   2.0% 13.6%  5.4%  3.8%
  Household & Personal Products    3.5%   2.7%   1.1%   1.3%  5.1%  3.6%  3.4%

--------------------------------------Energy-----------------------------------
Total Sector                      10.8%  -1.5%  -4.1%   2.6% 16.8%  1.1%  7.4%
  Energy Equipment & Services     22.5%  24.3%  18.0%  14.9% 31.1% 16.9% 11.8%
  Oil, Gas and Consumable Fuels    9.6%  -3.6%  -5.9%   1.5% 15.7% -0.3%  6.9%

-------------------------------------Financials---------------------------------
Total Sector                      -3.6%  -2.4%   2.5%  -0.1% -3.7%  2.4%  5.0%
================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
-------------------------------------Financials---------------------------------
  Banks                           -3.7%  -0.6%  -0.5%   1.9% -3.9%  0.6%  3.3%
  Diversified Financials          -6.3%  -5.7%   6.6%  -1.8% -6.5%  1.8%  5.4%
  Insurance                       -1.4%  -0.3%  -0.9%   0.8% -1.5%  3.3%  5.0%
  Real Estate                      8.0%  11.4%   4.3%   3.0% 11.2%  7.9%  5.9%

-------------------------------------Health Care--------------------------------
Total Sector                       4.3%   2.5%   1.1%   0.6%  4.8%  2.3%  2.7%
  Health Care Equipment & Srvs.    4.9%   2.8%   2.1%   1.6%  4.3%  3.3%  3.0%
  Pharma., Biotech. & Life Sci.    3.1%   1.8%  -1.2%  -1.9%  5.9%  0.0%  1.8%

-------------------------------------Industrials--------------------------------
Total Sector                       6.0%   7.7%   6.8%   6.4%  7.9%  7.1%  6.0%
  Capital Goods                    5.2%   7.6%   7.0%   6.7%  7.2%  7.3%  6.0%
  Commercial Services & Supplies   2.7%   2.6%   2.4%   1.9%  4.8%  2.6%  3.5%
  Transportation                  11.6%   9.9%   6.8%   6.7% 12.8%  7.7%  6.7%


================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
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----------------------------------Information Technology------------------------
Total Sector                      11.8%   6.1%   6.0%   8.7% 14.1%  8.7%  8.2%
  Semiconductors                   2.8%  -5.7%  -0.7%   4.9% 14.2%  1.5%  9.0%
  Software & Services              7.6%   6.2%   6.0%   6.2% 12.9%  7.5%  7.5%
  Technology Hardware & Equip.    17.4%   9.0%   7.5%  11.6% 15.0% 11.5%  8.5%

---------------------------------------Materials--------------------------------
Total Sector                       7.6%   5.1%   4.5%   5.4% 15.0%  6.4%  5.8%

--------------------------------Telecommunication Services----------------------
Total Sector                       9.4%   7.7%   3.3%   3.5%  7.9%  2.5%  2.3%

--------------------------------------Utilities---------------------------------
Total Sector                      13.8%   4.8%   3.0%   5.5%  4.8%  3.7%  3.2%
================================================================================

* -- Fiscal year revenue from each company was used to calculate the growth, it might not add up from the quarterly revenue growth.

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

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