Earnings Overview: 2023 Q3: Difference between revisions

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See also: [[Earnings Overview: 2023 Q2]] | [[S&P 500 Earnings Overview]]
See also: [[Earnings Overview: 2023 Q2]] | [[S&P 500 Earnings Overview]] | : [[Earnings Overview: 2023 Q4]]
 
== Actual Results ==
 
=== Refinitiv ===
{| class="wikitable"
!
!21Q2
!21Q3
! colspan="2" |21Q4
!22Q1
!22Q2
! colspan="2" |22Q3
!22Q4
!23Q1
! colspan="2" |23Q2
! colspan="2" |23Q3E
!23Q4E
! colspan="2" |24Q1E
! colspan="2" |24Q2E
!24Q3E
! colspan="2" |24Q4E
!25Q1E
!25Q2E
|-
|Revenue
|25.2%
|17.0%
| colspan="2" |15.1%
|14.0%
|13.6%
| colspan="2" |11.7%
|5.8%
|3.6%
| colspan="2" |0.5%
| colspan="2" |1.7%
|2.6%
| colspan="2" |4.1%
| colspan="2" |5.0%
|5.0%
| colspan="2" |5.7%
|5.5%
|5.3%
|-
|Net Income
|94.8%
|42.1%
| colspan="2" |30.1%
|9.6%
|5.9%
| colspan="2" |2.6%
| -6.1%
| -2.8%
| colspan="2" | -5.4%
| colspan="2" |4.4%
|2.6%
| colspan="2" |5.6%
| colspan="2" |10.5%
|7.4%
| colspan="2" |17.7%
|12.4%
|11.4%
|-
|Earnings
|96.3%
|42.6%
| colspan="2" |32.1%
|11.4%
|8.4%
| colspan="2" |4.4%
| -3.2%
|0.1%
| colspan="2" | -2.8%
| colspan="2" |7.5%
|5.2%
| colspan="2" |7.4%
| colspan="2" |11.4%
|8.4%
| colspan="2" |17.8%
|13.5%
|12.9%
|}
'''Current/Future Share-Weighted Earnings ($B's )'''
{| class="wikitable"
!Sector
!2023Q3
!2023Q4
!2024Q1
!2024Q2
! colspan="2" |2023
! colspan="2" |2024
|-
|Consumer Discretionary
|47.03
|34.82
|34.49
|44.14
| colspan="2" |152.5
| colspan="2" |170.2
|-
|Consumer Staples
|31.65
|28.95
|30.01
|32.40
| colspan="2" |119.1
| colspan="2" |128.7
|-
|Energy
|36.75
|33.35
|34.30
|35.85
| colspan="2" |140.5
| colspan="2" |142.8
|-
|Financials
|88.56
|79.92
|87.10
|86.80
| colspan="2" |333.6
| colspan="2" |354.6
|-
|Health Care
|60.90
|54.66
|67.91
|70.25
| colspan="2" |240.3
| colspan="2" |282.3
|-
|Industrials
|40.68
|38.14
|37.58
|45.99
| colspan="2" |158.0
| colspan="2" |177.4
|-
|Materials
|11.39
|9.67
|11.39
|13.91
| colspan="2" |48.1
| colspan="2" |49.8
|-
|Real Estate
|11.41
|11.43
|11.42
|11.85
| colspan="2" |45.8
| colspan="2" |47.6
|-
|Technology
|97.29
|106.66
|97.85
|99.22
| colspan="2" |372.8
| colspan="2" |432.4
|-
|Communication Services
|47.39
|46.40
|44.10
|49.05
| colspan="2" |171.1
| colspan="2" |198.3
|-
|Utilities
|16.99
|13.23
|14.83
|12.48
| colspan="2" |54.7
| colspan="2" |58.0
|-
|'''S&P 500'''
|'''490.04'''
|'''457.22'''
|'''470.98'''
|'''501.95'''
| colspan="2" |'''1,836.6'''
| colspan="2" |'''2,042.1'''
|}
'''Current/Future Revenue ($B'S )'''
{| class="wikitable"
!Sector
!2023Q3
!2023Q4
!2024Q1
!2024Q2
! colspan="2" |2023
!2024
|-
|Consumer Discretionary
|479.2
|491.3
|462.0
|502.1
| colspan="2" |1,771.8
|2,008.4
|-
|Consumer Staples
|463.5
|465.1
|449.1
|454.2
| colspan="2" |1,695.8
|1,864.2
|-
|Energy
|341.4
|331.9
|325.6
|334.8
| colspan="2" |1,227.4
|1,320.3
|-
|Financials
|466.6
|453.1
|465.1
|469.9
| colspan="2" |1,703.4
|1,893.2
|-
|Health Care
|752.6
|754.0
|768.0
|789.5
| colspan="2" |2,814.2
|3,166.3
|-
|Industrials
|401.7
|403.6
|394.7
|419.1
| colspan="2" |1,493.8
|1,671.0
|-
|Materials
|111.8
|108.8
|113.1
|119.5
| colspan="2" |427.5
|462.7
|-
|Real Estate
|37.9
|38.7
|38.7
|39.7
| colspan="2" |141.0
|159.3
|-
|Technology
|383.2
|422.6
|400.6
|403.6
| colspan="2" |1,451.8
|1,692.6
|-
|Communication Services
|271.2
|289.3
|273.1
|282.1
| colspan="2" |1,019.8
|1,152.0
|-
|Utilities
|106.8
|110.7
|99.8
|85.6
| colspan="2" |398.3
|430.4
|-
|'''S&P 500'''
|'''3,816.1'''
|'''3,869.0'''
|'''3,789.7'''
|'''3,900.1'''
| colspan="2" |'''14,144.8'''
|'''15,820.6'''
|}


== Estimates ==
== Estimates ==