Bloomberg the Company

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Follow Us

Industry Products

Expected Earnings Growth for Industries in S&P 500

Don't Miss Out —
Follow us on:

Jan. 27 (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               4.6%   1.5%   2.5%   7.9% 15.9%  8.1% 12.3%
S&P 500 Ex-Financials              6.4%   2.0%   1.7%   5.5% 18.0%  7.8% 12.0%

-------------------------------Consumer Discretionary---------------------------
Total Sector                       1.6%   0.9%   4.6%  10.7% 12.4%  8.3% 16.9%
  Automobiles & Components       -13.0% -30.6% -19.0%  -8.9% -7.0%  5.4% 20.1%
  Consumer Durables & Apparel     -3.4%   7.6%   3.3%   1.8%  3.2%  8.3% 11.3%
================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
-------------------------------Consumer Discretionary---------------------------
  Consumer Services               19.4%   3.2%   9.6%  13.1% 10.2% 13.4% 18.4%
  Media                            9.4%  17.5%  11.9%  19.1% 15.5% 14.8% 17.2%
  Retailing                       -6.8%   3.1%   7.4%  12.1% 19.5%  3.0% 16.1%

---------------------------------Consumer Staples------------------------------
Total Sector                       3.0%   4.7%   7.6%   8.9%  7.6%  4.7%  9.6%
  Food & Staples Retailing         5.2%   3.8%   6.7%  11.6%  7.4%  2.1% 10.2%
  Food Beverage & Tobacco          3.8%   4.3%   5.6%   7.9%  9.4%  6.1%  9.5%
  Household & Personal Products   -2.1%   7.1%  15.9%   8.5%  3.3%  4.5%  9.1%

--------------------------------------Energy-----------------------------------
Total Sector                       8.9%   0.1%  -7.1%  -4.7% 36.9%  1.4% 13.5%
  Energy Equipment & Services     25.9%  40.9%  27.0%  18.8% 27.6% 26.5% 19.5%
  Oil, Gas and Consumable Fuels    6.4%  -4.3% -10.9%  -7.7% 38.2% -1.8% 12.5%

-------------------------------------Financials---------------------------------
Total Sector                      -5.5%  -1.2%   7.0%  22.7%  6.0%  9.7% 14.2%
================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
-------------------------------------Financials---------------------------------
  Banks                           19.1%  12.8%   3.0%  10.2% 37.1% 13.8% 13.3%
  Diversified Financials         -37.2%  -5.4%  -4.2%   3.1% -2.0% -0.4% 17.7%
  Insurance                       56.7%  -6.8%  45.6% 209.3% -4.5% 33.3%  9.3%
  Real Estate                     14.8%  14.8%   9.2%   1.5% 38.9% 10.1%  9.1%

-------------------------------------Health Care--------------------------------
Total Sector                       4.3%   0.8%   0.5%   1.1%  7.6%  3.6%  6.8%
  Health Care Equipment & Srvs.    6.0%   2.0%   5.3%   8.0%  5.5%  6.8% 10.9%
  Pharma., Biotech. & Life Sci.    3.6%   0.3%  -1.7%  -2.0%  8.6%  2.1%  4.7%

-------------------------------------Industrials--------------------------------
Total Sector                      12.6%  10.5%   8.6%   9.3% 20.6%  9.5% 13.6%
  Capital Goods                   13.0%   8.9%   7.4%   8.7% 22.4%  8.1% 13.6%
  Commercial Services & Supplies  -3.4%   7.6%   3.3%   1.8%  3.2%  8.3% 11.3%
  Transportation                  16.5%  20.8%  16.0%  14.8% 17.6% 17.2% 14.6%


================================================================================
                                  Q4/11  Q1/12  Q2/12  Q3/12 FY11* FY12* FY13*
================================================================================
----------------------------------Information Technology------------------------
Total Sector                      12.3%   3.3%   3.3%  12.9% 20.0% 18.1% 12.4%
  Semiconductors                 -22.7% -28.3% -17.1%   4.4% 11.5% -9.9% 17.2%
  Software & Services              5.6%   7.0%   3.6%   8.7% 19.0% 15.1% 12.5%
  Technology Hardware & Equip.    34.5%  10.5%  10.1%  21.1% 25.2% 33.1% 11.0%

---------------------------------------Materials--------------------------------
Total Sector                      -9.0% -11.2%  -3.8%   6.1% 32.2%  6.1% 17.9%

--------------------------------Telecommunication Services----------------------
Total Sector                     -19.4%   0.7%   6.1%   2.7% 38.8%  8.5% 14.6%

--------------------------------------Utilities---------------------------------
Total Sector                      -0.1%  -2.0%  -6.4%  -4.6%  2.6% -2.5%  2.5%
================================================================================

* -- 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