Earnings Forecasts For The S&P500

As many are aware, Thomson Reuters publishes earnings estimates for the S&P500.

The following estimates are from Exhibit 12 of “The Director’s Report” of June 24, 2013, and represent an aggregation of individual S&P500 component “bottom up” analyst forecasts:

Year 2013 estimate:

$111.01/share

Year 2014 estimate:

$123.65/share

Year 2015 estimate:

$135.92/share

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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&P Estimates For 2013 & 2014 S&P500 EPS

As many are aware, Standard & Poor’s publishes earnings estimates for the S&P500.

For reference purposes, the most current estimates are reflected below, and are as of June 21, 2013:

Year 2013 estimates add to the following:

-From a “bottom up” perspective, operating earnings of $109.55/share

-From a “top down” perspective, operating earnings of $109.16/share

-From a “top down” perspective, “as reported” earnings of $102.80/share

Year 2014 estimates add to the following:

-From a “bottom up” perspective, operating earnings of $123.34/share

-From a “top down” perspective, operating earnings of $119.57/share

-From a “top down” perspective, “as reported” earnings of $116.90/share

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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 Consumer Staples 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 Consumer Staples 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 Consumer Staples Sector Operating Margins 6-13-13

S&P500 Consumer Staples Sector Sales Per Share 6-13-13

 

Companies in the Consumer Staples Sector include:

Altria Group Inc
Archer-Daniels-Midland Co
Avon Products
Beam Inc
Brown-Forman Corp B
Campbell Soup Co
Clorox Co
Coca-Cola Co
Coca-Cola Enterprises
Colgate-Palmolive Co
ConAgra Foods Inc
Constellation Brands Inc A
Costco Wholesale Corp
CVS Caremark Corp.
Dean Foods Co
Dr Pepper Snapple Group
Estee Lauder Cos.
General Mills Inc
Heinz H.J. Co
Hershey Foods Corp
Hormel Foods Corp
Kellogg Co
Kimberly-Clark
Kraft Foods Group Inc.
Kroger Co
Lorillard Inc
McCormick & Co
Mead Johnson Nutrition Co
Molson Coors Brewing Co B
Mondelez International Inc
Monster Beverage Corp
PepsiCo Inc
Philip Morris International
Procter & Gamble
Reynolds American Inc
Safeway Inc
Smucker J.M. Co
Sysco Corp
Tyson Foods Inc A
Wal-Mart Stores
Walgreen Co
Whole Foods Market 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.

—–

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 Consumer Discretionary 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 Consumer Discretionary 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 Consumer Discretionary Sector Operating Margins 6-13-13

S&P500 Consumer Discretionary Sector Sales Per Share 6-13-13

 

Companies in the S&P500 Consumer Discretionary Sector include:

Abercrombie & Fitch Company A
Amazon.com Inc
Apollo Group Inc
AutoNation Inc
AutoZone Inc
Bed Bath & Beyond Inc
Best Buy Co Inc
Block H & R Inc
Borgwarner Inc
Cablevision Systems Co A
Carmax Inc
Carnival Corp
CBS Corp B
Chipotle Mexican Grill Inc.
Coach Inc
Comcast Corp
Darden Restaurants Inc
Delphi Automotive PLC
DIRECTV
Discovery Communications Inc
Dollar General Corp
Dollar Tree Inc
Expedia
Family Dollar Stores Inc
Ford Motor Co
Fossil Inc
GameStop Corp A
Gannett Co Inc
Gap Inc
Garmin Ltd
Genuine Parts Co
Goodyear Tire & Rubber Co
Harley-Davidson Inc
Harman Intl Industries Inc
Hasbro Inc
Home Depot Inc
Horton D.R. Inc
Interpublic Group Cos
Intl Game Technology
Johnson Controls Inc
Kohl’s Corp
L Brands Inc
Leggett & Platt
Lennar Corp
Lowe’s Cos Inc
Macy’s Inc
Marriott Intl A
Mattel Inc
McDonald’s Corp
NetFlix Inc
Newell Rubbermaid Inc
News Corporation
NIKE Inc B
Nordstrom Inc
O’Reilly Automotive
Omnicom Group
Penney J.C. Inc
PETsMART Inc
Priceline.com Inc
Pulte Group Inc
PVH Corp
Ralph Lauren Corp
Ross Stores Inc
Scripps Networks Interactive
Staples Inc
Starbucks Corp
Starwood Hotel & Resort World
Target Corp
Tiffany & Co
Time Warner Cable Inc
Time Warner Inc
TJX Cos Inc
TripAdvisor Inc.
Urban Outfitters
VF Corp
Viacom Inc B
Walt Disney Co
Washington Post Co B
Whirlpool Corp
Wyndham Worldwide Corp
Wynn Resorts Ltd
Yum! Brands 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.

—–

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 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.

—–

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.