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Expected Earnings Growth for Industries in S&P 500

Oct. 7 (Bloomberg) -- The following table details the expected quarterly and annual year-over-year share-weighted earnings growth for industry groups in the Standard and Poor’s 500 Index.

Percentages are calculated using Bloomberg earnings 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.


================================================================================
                        Q3/11   Q4/11   Q1/12   Q2/12    FY11    FY12    FY13
================================================================================
S&P 500 Index Growth     12.3%   13.6%    9.3%    9.2%   18.3%   11.7%   10.9%
S&P 500 Ex-Financials    14.1%   12.1%    9.0%    7.1%   19.9%   10.5%   10.6%

-------------------------------Consumer Discretionary---------------------------
Total Sector             16.1%   11.7%    8.7%   10.8%   18.4%   11.4%   15.8%
  Automobiles & Compon    1.4%   22.8%  -16.5%   -7.0%   18.6%    2.7%   17.0%
  Consumer Durables &     8.3%    4.8%   12.8%    9.5%    6.0%   12.7%   13.6%
================================================================================
                        Q3/11   Q4/11   Q1/12   Q2/12    FY11    FY12    FY13
================================================================================
-------------------------------Consumer Discretionary---------------------------
  Consumer Services     117.2%   27.4%   10.2%   14.2%   31.7%   13.0%   16.3%
  Media                  16.6%   13.8%   20.7%   15.1%   16.3%   17.2%   16.8%
  Retailing               7.9%    6.3%   12.0%   14.1%   21.6%    8.5%   15.3%

---------------------------------Consumer Staples------------------------------
Total Sector              5.4%    6.2%    7.0%    9.0%    8.1%    6.8%    9.7%
  Food & Staples Retai    3.2%    6.5%    6.2%    8.0%    7.4%    3.7%   10.1%
  Food Beverage & Toba    7.7%    6.4%    6.3%    8.5%   10.1%    8.4%    9.5%
  Household & Personal    2.0%    5.3%   10.0%   12.1%    4.2%    7.1%    9.8%

--------------------------------------Energy-----------------------------------
Total Sector             47.9%   27.6%   13.7%    3.3%   38.1%    8.1%    7.7%
  Energy Equipment & S   50.8%   36.7%   61.1%   41.5%   30.4%   37.6%   19.6%
  Oil, Gas and Consuma   47.5%   26.2%    8.6%   -0.9%   39.2%    4.3%    5.7%

-------------------------------------Financials---------------------------------
Total Sector              2.7%   21.9%   11.1%   20.5%   10.5%   17.9%   12.5%
================================================================================
                        Q3/11   Q4/11   Q1/12   Q2/12    FY11    FY12    FY13
================================================================================
-------------------------------------Financials---------------------------------
  Banks                  26.3%   21.0%   14.9%    7.0%   40.8%   17.5%   12.4%
  Diversified Financia   -5.1%    8.2%   15.0%   15.4%   -2.6%   18.6%   14.2%
  Insurance              -3.9%   72.5%    1.5%   59.7%   18.2%   18.4%    9.8%
  Real Estate            22.7%    8.5%    9.7%    5.2%   31.5%   11.9%    9.3%

-------------------------------------Health Care--------------------------------
Total Sector              2.7%    6.8%    2.8%    2.9%    8.1%    6.1%    7.2%
  Health Care Equipmen    1.9%    5.9%    5.3%    8.7%    4.6%   11.1%   10.8%
  Pharma., Biotech. &     3.1%    7.2%    1.5%    0.2%    9.8%    3.8%    5.3%

-------------------------------------Industrials--------------------------------
Total Sector              9.2%   12.7%   15.8%   13.2%   18.1%   15.8%   13.2%
  Capital Goods          14.5%   12.7%   14.5%   11.5%   19.0%   15.4%   12.8%
  Commercial Services     8.3%    4.8%   12.8%    9.5%    6.0%   12.7%   13.6%
  Transportation        -10.3%   15.3%   24.7%   23.0%   17.9%   19.3%   15.3%


================================================================================
                        Q3/11   Q4/11   Q1/12   Q2/12    FY11    FY12    FY13
================================================================================
----------------------------------Information Technology------------------------
Total Sector             10.9%   10.5%    9.3%    6.7%   25.4%   14.6%   11.9%
  Semiconductors         -8.1%   -2.6%   -7.2%   -4.1%   10.4%    4.9%    9.7%
  Software & Services    16.9%   12.7%   17.4%   10.6%   24.9%   16.2%   12.1%
  Technology Hardware    12.1%   12.5%    5.8%    5.7%   33.1%   16.4%   12.5%

---------------------------------------Materials--------------------------------
Total Sector             27.9%   11.6%    9.1%   13.7%   34.4%   14.4%   10.6%

--------------------------------Telecommunication Services----------------------
Total Sector             14.1%   12.9%   11.3%   13.5%   31.8%   14.8%   16.1%

--------------------------------------Utilities---------------------------------
Total Sector              0.5%    3.8%   -1.7%   -4.9%    1.7%   -0.2%    3.6%
================================================================================

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

NM -- The calculations of percentage changes between profit and loss and vice versa are not meaningful, hence not calculated.

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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