Earnings Overview: 2023 Q4: Difference between revisions

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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 ==