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Expected Earnings Growth for Industries in S&P 500

Jan. 3 (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.


================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
S&P 500 Index Growth               6.2%   4.1%   4.4%   9.3% 15.7%  9.6% 11.9%
S&P 500 Ex-Financials              6.4%   4.4%   3.3%   6.6% 18.7%  7.9% 11.8%

-------------------------------Consumer Discretionary---------------------------
Total Sector                       3.5%   3.1%   6.3%  12.5% 15.2%  8.6% 16.7%
  Automobiles & Components         2.1% -23.9% -15.1%  -7.6% 16.9% -2.7% 19.8%
  Consumer Durables & Apparel     -2.2%   9.0%   3.8%   2.4%  3.6%  9.5% 12.3%
================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
-------------------------------Consumer Discretionary---------------------------
  Consumer Services               21.6%   2.1%  10.1%  13.3% 11.2% 14.1% 17.3%
  Media                            8.6%  17.2%  11.4%  19.0% 14.2% 16.2% 17.1%
  Retailing                       -4.2%   6.4%   9.7%  15.8% 19.6%  4.1% 16.3%

---------------------------------Consumer Staples------------------------------
Total Sector                       3.2%   5.7%   7.7%   9.2%  7.5%  5.4%  9.6%
  Food & Staples Retailing         5.1%   4.3%   6.7%  10.8%  7.4%  2.2% 10.2%
  Food Beverage & Tobacco          4.0%   5.3%   6.6%   8.5%  9.2%  7.0%  9.5%
  Household & Personal Products   -1.4%   8.8%  12.9%   9.2%  3.3%  5.7%  9.0%

--------------------------------------Energy-----------------------------------
Total Sector                      21.0%   4.6%  -4.7%  -2.9% 37.6%  2.2% 12.6%
  Energy Equipment & Services     27.9%  51.0%  33.2%  23.5% 27.8% 31.5% 19.5%
  Oil, Gas and Consumable Fuels   20.0%  -0.4%  -8.9%  -6.3% 39.0% -1.5% 11.4%

-------------------------------------Financials---------------------------------
Total Sector                       5.2%   2.7%  10.5%  26.2%  1.3% 19.3% 12.7%
================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
-------------------------------------Financials---------------------------------
  Banks                           21.3%  12.7%   3.6%  10.1% 42.3% 13.3% 12.2%
  Diversified Financials         -18.9%   2.0%   1.7%   8.5%-11.8% 17.5% 14.8%
  Insurance                       58.9%  -6.0%  46.9% 213.7% -3.6% 33.4%  9.6%
  Real Estate                     14.4%  15.9%   9.7%   1.3% 38.8% 10.5%  9.6%

-------------------------------------Health Care--------------------------------
Total Sector                       3.9%   1.8%   2.3%   2.7%  7.8%  4.7%  7.2%
  Health Care Equipment & Srvs.    4.9%   3.7%   6.8%   8.7%  4.7%  8.7% 11.0%
  Pharma., Biotech. & Life Sci.    3.4%   0.9%   0.2%  -0.1%  9.3%  2.8%  5.3%

-------------------------------------Industrials--------------------------------
Total Sector                       7.6%  13.3%   9.1%   9.6% 17.6% 13.1% 13.5%
  Capital Goods                    6.8%  12.1%   7.9%   8.7% 18.6% 12.2% 13.3%
  Commercial Services & Supplies  -2.2%   9.0%   3.8%   2.4%  3.6%  9.5% 12.3%
  Transportation                  14.5%  21.8%  16.7%  16.0% 17.1% 18.4% 14.4%


================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
----------------------------------Information Technology------------------------
Total Sector                       6.6%   4.5%   4.6%  13.0% 23.3% 13.8% 12.2%
  Semiconductors                 -21.0% -25.6% -16.0%   3.9%  6.9% -6.1% 17.1%
  Software & Services             10.1%  14.7%   9.7%  13.2% 25.2% 14.8% 12.3%
  Technology Hardware & Equip.    12.6%   3.7%   5.6%  15.8% 28.3% 20.0% 10.7%

---------------------------------------Materials--------------------------------
Total Sector                      -7.2%  -2.7%   1.5%  11.4% 33.5% 10.6% 15.5%

--------------------------------Telecommunication Services----------------------
Total Sector                     -15.4%   2.6%   8.5%   3.3% 27.5% 10.5% 15.0%

--------------------------------------Utilities---------------------------------
Total Sector                      -1.1%  -1.7%  -5.2%  -4.0%  2.7% -2.0%  3.7%
================================================================================

* -- 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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