S&P500 Materials Sector – Operating Margins And Sales Per Share Charts

For reference purposes, below are two charts depicting quarterly Operating Margins and quarterly Sales Per Share for the Materials Sector of the S&P500, as depicted.  Each chart begins in the third (September) quarter of 2010 and extends through the first quarter of 2013.  The first quarter of 2013 data is estimated, as shown.

The underlying data is from Standard & Poor’s earnings estimates for the S&P500, from the update of June 13, 2013:

S&P500 Materials Sector Operating Margins 6-13-13

S&P500 Materials Sector Sales Per Share 6-13-13

 

Companies in the S&P500 Materials Sector include:

Air Products & Chem
Airgas Inc
Alcoa Inc
Allegheny Technologies
Ball Corp
Bemis Co
CF Industries Hldgs
Cliffs Natural Resources
Dow Chemical
duPont(E.I.)deNemours
Eastman Chemical
Ecolab Inc
FMC Corp
Freep’t McMoRan Copper&Gold’B’
Intl Flavors/Fragr
Intl Paper
LyondellBasell Industries’A’
MeadWestvaco Corp
Monsanto Co
Mosaic Co
Newmont Mining
Nucor Corp
Owens-Illinois
PPG Indus
Praxair Inc
Sealed Air
Sherwin-Williams
Sigma-Aldrich
U.S. Steel
Vulcan Materials

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StratX, LLC offers the above commentary for informational purposes only, and does not necessarily agree with the views expressed by outside parties.

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StratX, LLC (stratxllc.com) is a management consulting firm and strategic advisory that focuses on the analysis of current and future business conditions, and offers corporations and businesses advice, strategies, and actionable methods on how to increase revenue and profitability.

S&P500 Industrials Sector – Operating Margins And Sales Per Share Charts

For reference purposes, below are two charts depicting quarterly Operating Margins and quarterly Sales Per Share for the Industrials Sector of the S&P500, as depicted.  Each chart begins in the third (September) quarter of 2010 and extends through the first quarter of 2013.  The first quarter of 2013 data is estimated, as shown.

The underlying data is from Standard & Poor’s earnings estimates for the S&P500, from the update of June 6, 2013:

S&P500 Industrials Sector Operating Margins 6-6-13

S&P500 Industrials Sector Sales Per Share 6-6-13

Companies in the Industrials Sector include:

ADT Corp (The)
Boeing Co
Caterpillar Inc
C.H. Robinson Worldwide
Cummins Inc
Rockwell Collins
CSX Corp
Cintas Corp
Deere & Co
Danaher Corp
Dun & Bradstreet
Dover Corp
Equifax Inc
Emerson Electric
Eaton Corp Plc
Expeditors Intl,Wash
Fastenal Co
FedEx Corp
Fluor Corp
Flowserve Corp
Genl Dynamics
Genl Electric
Grainger (W.W.)
Honeywell Intl
Ingersoll-Rand Plc
Illinois Tool Works
Jacobs Engr Group
Joy Global
Lockheed Martin
Southwest Airlines
Masco Corp
3M Co
Northrop Grumman
Norfolk Southern
Pitney Bowes
PACCAR Inc
Precision Castparts
Parker-Hannifin
Pall Corp
Quanta Services
Ryder System
Robert Half Intl
Rockwell Automation
Roper Indus
Republic Services
Raytheon Co
Snap-On Inc
Stericycle Inc
Stanley Black & Decker
Textron, Inc
Tyco Intl
Union Pacific
United Parcel’B’
United Technologies
Waste Management
Xylem Inc

 

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StratX, LLC offers the above commentary for informational purposes only, and does not necessarily agree with the views expressed by outside parties.

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StratX, LLC (stratxllc.com) is a management consulting firm and strategic advisory that focuses on the analysis of current and future business conditions, and offers corporations and businesses advice, strategies, and actionable methods on how to increase revenue and profitability.

S&P500 Operating Margins And Sales Per Share Charts

For reference purposes, below are two charts depicting quarterly Operating Margins and quarterly Sales Per Share for the S&P500, as depicted.  Each chart begins in the third quarter (September) of 2010, and extends through the first quarter of 2013.  The first quarter of 2013 data is estimated, as shown.

The underlying data is from Standard & Poors earnings estimates for the S&P500, from the most recent update of June 6, 2013:

S&P500 Operating Margins 6-6-13 bigger

S&P500 Sales Per Share 6-6-13

 

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StratX, LLC offers the above commentary for informational purposes only, and does not necessarily agree with the views expressed by outside parties.

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StratX, LLC (stratxllc.com) is a management consulting firm and strategic advisory that focuses on the analysis of current and future business conditions, and offers corporations and businesses advice, strategies, and actionable methods on how to increase revenue and profitability.

Overall Corporate Profits Relative To GDP

In the last post (“After-Tax Corporate Profits Chart 1st Quarter 2013“) I displayed, for reference purposes, a long-term chart depicting Corporate Profits After Tax.

There are many ways to view this measure, both on an absolute as well as relative basis.

One relative measure is viewing Corporate Profits as a Percentage of GDP.  I feel that this metric is important for a variety of reasons.  As well, the measure is important to a variety of parties, including investors, businesses, and government policy makers.

As one can see from the  long-term chart below (updated through the first quarter), (After Tax) Corporate Profits as a Percentage of GDP is at levels that can be seen as historically (very) high.  While there are many reasons as to why this is so, from a going-forward standpoint I think it is important to recognize both that such a notable condition exists, as well as contemplate and/or plan for such factors and conditions that would come about if (and in my opinion “when”) a more historically “normal” ratio of Corporate Profits as a Percentage of GDP occurs.  This topic can be very complex in nature, and depends upon myriad factors.  In my opinion it deserves far greater recognition.

(click on chart to enlarge image)

CP-GDP 5-30-13

Data Source: FRED, Federal Reserve Economic Data, Federal Reserve Bank of St. Louis; accessed May 30, 2013

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StratX, LLC (stratxllc.com) is a management consulting firm and strategic advisory that focuses on the analysis of current and future business conditions, and offers corporations and businesses advice, strategies, and actionable methods on how to increase revenue and profitability.

After-Tax Corporate Profits Chart 1st Quarter 2013

Today’s GDP release (Q1, 2nd Estimate) was accompanied by the BLS Corporate Profits (preliminary estimate) report for the 1st Quarter.

Of course, there are many ways to adjust and depict overall Corporate Profits.  For reference purposes, here is a chart from the St. Louis Federal Reserve (FRED) showing the Corporate Profits After Tax (last updated May 30,2013, with a value of $1737.6 Billion) :

CP_5-30-13 1737.6

Here is the Corporate Profits After Tax measure shown on a Percentage Change from a Year Ago perspective:

CP_5-30-13 1737.6 Percent Change From Year Ago

 

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StratX, LLC (stratxllc.com) is a management consulting firm and strategic advisory that focuses on the analysis of current and future business conditions, and offers corporations and businesses advice, strategies, and actionable methods on how to increase revenue and profitability.