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=== Refinitiv === | === Refinitiv === | ||
{| class="wikitable" | |||
!<ref>https://lipperalpha.refinitiv.com/wp-content/uploads/2024/01/TRPR_82201_20240112-1.pdf</ref> | |||
!21Q3 | |||
!21Q4 | |||
! colspan="2" |22Q1 | |||
!22Q2 | |||
!22Q3 | |||
! colspan="2" |22Q4 | |||
!23Q1 | |||
!23Q2 | |||
! colspan="2" |23Q3 | |||
! colspan="2" |'''23Q4E''' | |||
!24Q1E | |||
! colspan="2" |24Q2E | |||
! colspan="2" |24Q3E | |||
!24Q4E | |||
! colspan="2" |25Q1E | |||
!25Q2E | |||
!25Q3E | |||
|- | |||
|Revenue | |||
|17.0% | |||
|15.1% | |||
| colspan="2" |14.0% | |||
|13.6% | |||
|11.7% | |||
| colspan="2" |5.8% | |||
|3.6% | |||
|0.5% | |||
| colspan="2" |1.7% | |||
| colspan="2" |'''2.6%''' | |||
|3.9% | |||
| colspan="2" |4.8% | |||
| colspan="2" |5.0% | |||
|5.7% | |||
| colspan="2" |5.7% | |||
|5.6% | |||
|5.5% | |||
|- | |||
|Net Income | |||
|42.1% | |||
|30.1% | |||
| colspan="2" |9.6% | |||
|5.9% | |||
|2.6% | |||
| colspan="2" | -6.1% | |||
| -2.8% | |||
| -5.4% | |||
| colspan="2" |4.4% | |||
| colspan="2" |'''2.0%''' | |||
|5.3% | |||
| colspan="2" |10.4% | |||
| colspan="2" |7.0% | |||
|17.9% | |||
| colspan="2" |12.8% | |||
|11.3% | |||
|11.0% | |||
|- | |||
|Earnings | |||
|42.6% | |||
|32.1% | |||
| colspan="2" |11.4% | |||
|8.4% | |||
|4.4% | |||
| colspan="2" | -3.2% | |||
|0.1% | |||
| -2.8% | |||
| colspan="2" |7.5% | |||
| colspan="2" |'''4.4%''' | |||
|7.0% | |||
| colspan="2" |11.1% | |||
| colspan="2" |8.2% | |||
|18.1% | |||
| colspan="2" |14.1% | |||
|13.0% | |||
|12.5% | |||
|} | |||
'''Earnings''' | |||
{| class="wikitable" | |||
! | |||
! colspan="6" |2023Q4 Blended (Reported & Estimated) Earnings Growth | |||
! colspan="8" |Current/Future Share-Weighted Earnings ($B's ) | |||
|- | |||
!Sector | |||
!Today | |||
!1 Jan | |||
!1 Oct | |||
!1 Jul | |||
!1 Apr | |||
!1 Jan | |||
!'''2023Q4''' | |||
!2024Q1 | |||
!2024Q2 | |||
!2024Q3 | |||
! colspan="2" |2023 | |||
! colspan="2" |2024 | |||
|- | |||
|Consumer Discretionary | |||
|3.0% | |||
|3.0% | |||
|5.2% | |||
|4.4% | |||
|3.8% | |||
|5.7% | |||
|'''34.94''' | |||
|34.38 | |||
|43.89 | |||
|49.44 | |||
| colspan="2" |152.6 | |||
| colspan="2" |170.1 | |||
|- | |||
|Consumer Staples | |||
|3.0% | |||
|3.0% | |||
|3.7% | |||
|4.0% | |||
|4.1% | |||
|4.1% | |||
|'''28.97''' | |||
|29.80 | |||
|32.33 | |||
|34.28 | |||
| colspan="2" |119.2 | |||
| colspan="2" |128.5 | |||
|- | |||
|Energy | |||
| -8.5% | |||
| -8.0% | |||
| -5.9% | |||
| -7.2% | |||
| -3.3% | |||
| -5.4% | |||
|'''32.52''' | |||
|32.39 | |||
|34.31 | |||
|35.77 | |||
| colspan="2" |140.0 | |||
| colspan="2" |138.3 | |||
|- | |||
|Financials | |||
|4.8% | |||
|5.3% | |||
|5.7% | |||
|5.6% | |||
|8.2% | |||
|5.8% | |||
|'''77.66''' | |||
|87.65 | |||
|87.60 | |||
|88.73 | |||
| colspan="2" |331.9 | |||
| colspan="2" |355.4 | |||
|- | |||
|Health Care | |||
|4.9% | |||
|4.6% | |||
|5.5% | |||
|4.8% | |||
|3.7% | |||
|4.1% | |||
|'''54.34''' | |||
|67.81 | |||
|69.95 | |||
|72.99 | |||
| colspan="2" |240.0 | |||
| colspan="2" |282.1 | |||
|- | |||
|Industrials | |||
|1.5% | |||
|1.3% | |||
|2.3% | |||
|2.3% | |||
|2.5% | |||
|3.9% | |||
|'''38.29''' | |||
|37.61 | |||
|46.27 | |||
|47.39 | |||
| colspan="2" |158.0 | |||
| colspan="2" |176.5 | |||
|- | |||
|Materials | |||
| -5.9% | |||
| -5.8% | |||
| -3.0% | |||
|1.4% | |||
|2.6% | |||
| -0.3% | |||
|'''9.51''' | |||
|11.38 | |||
|13.90 | |||
|12.69 | |||
| colspan="2" |48.1 | |||
| colspan="2" |49.4 | |||
|- | |||
|Real Estate | |||
|6.7% | |||
|6.7% | |||
|7.2% | |||
|6.9% | |||
|6.5% | |||
|8.3% | |||
|'''11.44''' | |||
|11.42 | |||
|11.85 | |||
|11.99 | |||
| colspan="2" |45.9 | |||
| colspan="2" |47.6 | |||
|- | |||
|Technology | |||
|6.2% | |||
|6.2% | |||
|6.9% | |||
|6.9% | |||
|7.5% | |||
|8.5% | |||
|'''106.72''' | |||
|97.97 | |||
|99.36 | |||
|109.32 | |||
| colspan="2" |372.9 | |||
| colspan="2" |432.7 | |||
|- | |||
|Communication Services | |||
|4.9% | |||
|4.9% | |||
|5.3% | |||
|4.6% | |||
|4.9% | |||
|5.7% | |||
|'''46.34''' | |||
|43.75 | |||
|48.71 | |||
|50.70 | |||
| colspan="2" |171.0 | |||
| colspan="2" |198.2 | |||
|- | |||
|Utilities | |||
|4.0% | |||
|3.6% | |||
| -1.7% | |||
| -5.0% | |||
| -5.1% | |||
|3.7% | |||
|'''13.20''' | |||
|15.09 | |||
|12.55 | |||
|17.98 | |||
| colspan="2" |54.6 | |||
| colspan="2" |58.0 | |||
|- | |||
|'''S&P 500''' | |||
|'''2.6%''' | |||
|'''2.6%''' | |||
|'''3.6%''' | |||
|'''3.2%''' | |||
|'''3.8%''' | |||
|'''4.1%''' | |||
|'''453.93''' | |||
|'''469.27''' | |||
|'''500.73''' | |||
|'''531.27''' | |||
| colspan="2" |'''1,834.1''' | |||
| colspan="2" |'''2,036.8''' | |||
|} | |||
== References == |