3,882
edits
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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 == |