Second Quarter of ‘12 S&P 500 Sales Summary

(Corrects to exlcude the sales figures of Phillips 66 (PSX) from

year-over-year comparison.)

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:              46/81        2.4%    30      2    14
Consumer Staples:                    22/41        2.0%    13      2     7
Energy:                              30/44      -15.4%    17      1    12
Financials:                          62/81        1.6%    35      4    23
==========================================================================
Sector Summary:                  
==========================================================================
Year-Over-Year Comparisons:                                        
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

Health Care:                         40/52        1.4%    29      1    10
Industrials:                         49/61        4.3%    33      2    14
Information Tech:                    52/70        7.4%    32      3    17
Materials:                           26/30       -1.3%     8      2    16
Telecom Svcs:                          6/8        2.4%     4      1     1
Utilities:                           15/32       -1.2%     4      2     9

Total Reported:                    348/500       -1.2%   205     20   123
% as Total Reported                                      59%     6%   35%

Total Reported                     286/419       -1.6%   170     16   100
      Ex-Financial:                                      59%     6%   35%


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

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

Consumer Discretionary:              46/81       -1.9%     9      6    31
Consumer Staples:                    22/41        0.7%     8      7     7
Energy:                              31/44        4.3%    15      2    14
Financials:                          62/81       -0.9%    24     11    27
Health Care:                         40/52       -0.1%    16      8    16
Industrials:                         49/61       -0.3%    12      7    30
Information Tech:                    52/70       -1.2%    19     12    21
Materials:                           26/30       -2.3%     5      3    18
Telecom Svcs:                          6/8        0.2%     4      2     0
Utilities:                           15/32       -6.2%     4      0    11
                                                      
Total Reported:                    349/500        0.2%   116     58   175
% as Total Reported                                      33%    17%   50%
==========================================================================
Sector Summary:                  
==========================================================================
Reported Revenue vs Estimates:                                     
                                 Reported   Revenue vs      Surprises
                                    /Total   Estimates   (+)  same*   (-)

Median of Surprises:                             -0.5%
Total Reported                   
      Ex-Financial:                287/419        0.4%    92     47   148
                                                         32%    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                               7/16       -1.3%     3      0     4
  Retailing                          11/32       15.8%    11      0     0

CONSUMER STAPLES:                
  Food & Staples Retailing             4/8        3.1%     3      0     1
  Food Beverage & Tobacco            15/27        1.7%     9      1     5
  Household & Personal Products        3/6       -1.4%     1      1     1

FINANCIALS:                      
  Banks                              15/15        3.3%     9      2     4
  Diversified Financials             25/27        0.0%    10      0    15
  Insurance                          10/22        2.3%     5      2     3
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

FINANCIALS:                      
  Real Estate                        12/17       11.9%    11      0     1

HEALTH CARE:                              
  Health Care Equipment & Srvs.      21/30        3.6%    16      1     4
  Pharma., Biotech. & Life Sci.      19/22       -2.0%    13      0     6

INDUSTRIALS:                     
  Capital Goods                      32/41        4.7%    22      0    10
  Commercial & Professional Serv.     9/11        0.2%     5      0     4
  Transportation                       8/9        4.1%     6      2     0

INFORMATION TECH:                
  Semiconductors                     12/17        2.1%     5      1     6
==========================================================================
Industry Summary:                
==========================================================================
Year-Over-Year Comparisons:                                              
                                  Reported       Y-O-Y      Comparisons
                                    /Total     %Change   (+)  same*   (-)

INFORMATION TECH:                
  Software & Services                24/31        3.8%    19      2     3
  Technology Hardware & Equip.       16/22       14.5%     8      0     8
                                                                         
ENERGY:                              30/44      -15.4%    17      1    12

MATERIALS:                           26/30       -1.3%     8      2    16

TELECOM SVCS:                          6/8        2.4%     4      1     1
                                 
UTILITIES:                           15/32       -1.2%     4      2     9

TOTAL REPORTED                   
   UNIVERSE:                       348/500       -1.2%   205     20   123
==========================================================================
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                               7/16       -0.9%     1      1     5
  Retailing                          11/32       -1.5%     2      3     6

CONSUMER STAPLES:                
  Food & Staples Retailing             4/8        0.2%     1      2     1
  Food Beverage & Tobacco            15/27        1.3%     7      3     5
  Household & Personal Products        3/6       -0.5%     0      2     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             25/27       -1.1%     7      3    15
  Insurance                          10/22       -2.3%     2      2     6
  Real Estate                        12/17        2.2%     7      3     2

HEALTH CARE:                              
  Health Care Equipment & Srvs.      21/30       -0.8%     4      5    12
  Pharma., Biotech. & Life Sci.      19/22        1.0%    12      3     4

INDUSTRIALS:                     
  Capital Goods                      32/41        0.0%     9      4    19
  Commercial & Professional Serv.     9/11       -1.0%     1      2     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                     12/17        0.8%     7      4     1
  Software & Services                24/31       -0.7%     7      4    13
  Technology Hardware & Equip.       16/22       -2.5%     5      4     7
                                                                         
ENERGY:                              31/44        4.3%    15      2    14

MATERIALS:                           26/30       -2.3%     5      3    18

TELECOM SVCS:                          6/8        0.2%     4      2     0
                                 
UTILITIES:                           15/32       -6.2%     4      0    11

TOTAL REPORTED:                    349/500        0.2%   116     58   175
==========================================================================

@-- 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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