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Earnings Overview: 2024 Q1: Difference between revisions

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Earnings Overview: 2024 Q1 (view source)

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== Estimates ==
== Estimates ==
=== <big>S&P Global</big> ===
<ref>https://docs.google.com/spreadsheets/d/1gwBDS6WdIgL-RZ6O4q2bLVh9JgaQSQae/edit?usp=drive_link&ouid=108968029620585382213&rtpof=true&sd=true</ref>
{| class="wikitable"
| colspan="2" |Operating earnings:
|Income from product (goods and services),  excludes corporate (M&A, financing, layoffs ), and unusual items
|-
| colspan="2" |As  Reported earnings:
|Income from continuing operations, also known GAAP (Generally Accepted  Accounting Principles) and As Reported
|-
| colspan="2" |Bottom  up estimate:
|Capital IQ consensus estimate for specific issue, building  from the bottom up to the index level estimate
|}
==== '''EPS''' ====
{| class="wikitable"
!QUARTER
!
!OPERATING
!
!AS REPORTED
!
!
!OPERATING
!AS REPORTED
!
! colspan="3" |12  MONTH EARNINGS PER SHARE
!
|-
!END
!
!EARNINGS
!
!EARNINGS
!
!
!EARNINGS
!EARNINGS
!
!OPERATING
!
!AS REPORTED
!
|-
!
!PRICE
!PER SHR
!
!PER SHR
!
!
!P/E
!P/E
!
!EARNINGS
!
!EARNINGS
!
|-
!
!
!(ests are
!
!(ests are
!
!
!(ests are
!(ests are
!
!(ests are
!
!(ests are
!
|-
!
!
!bottom up)
!Y/Y
!bottom up
!Y/Y
!
!bottom up)
!bottom up
!
!bottom up)
!Y/Y
!bottom up)
!Y/Y
|-
| colspan="14" |'''ESTIMATES'''
|-
|'''12/31/2025'''
|
|'''$72.60'''
|'''12.07%'''
|'''$66.68'''
|'''12.66%'''
|
|'''19.02'''
|'''20.87'''
|
|'''$273.98'''
|'''13.72%'''
|'''$249.60'''
|'''14.83%'''
|-
|9/30/2025
|
|$71.13
|13.03%
|$65.34
|14.21%
|
|19.57
|21.52
|
|$266.16
|15.70%
|$242.10
|17.55%
|-
|6/30/2025
|
|$67.21
|14.36%
|$61.24
|14.87%
|
|20.20
|22.27
|
|$257.96
|17.59%
|$233.98
|19.13%
|-
|3/31/2025
|
|$63.04
|15.78%
|$56.34
|18.25%
|
|20.88
|23.05
|
|$249.52
|15.82%
|$226.05
|17.94%
|-
|'''12/31/2024'''
|
|'''$64.78'''
|'''20.19%'''
|'''$59.19'''
|'''23.84%'''
|
|'''21.62'''
|'''23.97'''
|
|'''$240.93'''
|'''12.83%'''
|'''$217.36'''
|'''12.95%'''
|-
|9/30/2024
|
|$62.93
|20.44%
|$57.21
|20.06%
|
|22.65
|25.30
|
|$230.05
|9.55%
|$205.96
|11.78%
|-
|6/30/2024
|
|$58.77
|7.17%
|$53.31
|9.74%
|
|23.75
|26.53
|
|$219.37
|5.42%
|$196.40
|8.50%
|-
|3/31/2024 (4.0%)
|5254.35
|$54.45
|3.64%
|$47.65
| -1.57%
|
|24.18
|27.18
|
|$215.44
|7.65%
|$191.67
|9.42%
|-
| colspan="14" |'''ACTUALS'''
|-
|'''12/31/2023'''
|'''4769.83'''
|'''$53.90'''
|'''7.01%'''
|'''$47.79'''
|'''20.65%'''
|
|'''22.34'''
|'''24.79'''
|
|'''$213.53'''
|'''8.42%'''
|'''$192.43'''
|'''11.39%'''
|-
|09/30/2023
|4288.05
|$52.25
|3.77%
|$47.65
|7.30%
|
|20.42
|23.27
|
|$210.00
|3.29%
|$184.25
| -1.51%
|-
|6/30/2023
|4450.38
|$54.84
|17.00%
|$48.58
|13.66%
|
|21.39
|24.59
|
|$208.10
|1.52%
|$181.01
| -5.85%
|-
|3/31/2023
|4109.31
|$52.54
|6.44%
|$48.41
|5.26%
|
|20.53
|23.46
|
|$200.13
| -4.77%
|$175.17
| -11.49%
|}
==== By Sector ====
{| class="wikitable"
!
!
!
!
!
!
! colspan="23" |Estimates
|-
!INDEX  NAME
!2023 Q1
!2023 Q2
!2023 Q3
!2023 Q4
!
!2024E Q1
!
!2024E Q2
!
!2024E Q3
!
!2024E Q4
!
!2025E Q1
!
!2025E Q2
!
!2025E Q3
!
!2025E Q4
!
|
!2023 EPS
!
!2024 EPS
!
!2025EPS
!
|-
!Operating Earnings Per Share  by Economic Sector
!EPS
!EPS
!EPS
!EPS
!
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
|
!EPS
!Y/Y
!EPS
!Y/Y
!EPS
!Y/Y
|-
|'''S&P 500'''
|'''$52.54'''
|'''$54.84'''
|'''$52.25'''
|'''$53.90'''
|
|'''$54.45'''
|'''3.64%'''
|'''$58.77'''
|'''7.17%'''
|'''$62.93'''
|'''20.44%'''
|'''$64.78'''
|'''20.19%'''
|'''$63.04'''
|'''15.78%'''
|'''$67.21'''
|'''14.36%'''
|'''$71.13'''
|'''13.03%'''
|'''$72.60'''
|'''12.07%'''
|
|'''$213.52'''
|'''8.41%'''
|'''240.93'''
|'''12.84%'''
|'''273.98'''
|'''13.72%'''
|-
|S&P 500 Consumer  Discretionary
|$9.92
|$13.57
|$15.47
|$11.77
|
|$11.26
|13.51%
|$14.28
|5.23%
|$15.94
|3.04%
|$14.67
|24.64%
|$13.19
|17.14%
|$16.60
|16.25%
|$18.57
|16.50%
|$17.33
|18.13%
|
|$50.73
|41.39%
|56.14
|10.66%
|65.69
|17.01%
|-
|S&P 500 Consumer Staples
|$8.76
|$9.92
|$9.72
|$9.36
|
|$9.82
|12.10%
|$9.74
| -1.81%
|$10.60
|9.05%
|$10.27
|9.72%
|$9.65
| -1.73%
|$10.55
|8.32%
|$11.41
|7.64%
|$11.03
|7.40%
|
|$37.77
|12.98%
|40.43
|7.04%
|42.63
|5.44%
|-
|S&P 500 Energy
|$16.64
|$12.59
|$15.40
|$12.48
|
|$12.22
| -26.56%
|$14.00
|11.20%
|$14.41
| -6.43%
|$13.98
|12.02%
|$14.43
|18.09%
|$15.37
|9.79%
|$16.10
|11.73%
|$15.60
|11.59%
|
|$57.11
| -31.17%
|54.62
| -4.36%
|61.50
|12.60%
|-
|S&P 500 Financials
|$12.08
|$12.07
|$7.86
|$11.02
|
|$10.56
| -12.58%
|$10.60
| -12.18%
|$10.81
|37.53%
|$11.13
|1.00%
|$11.60
|9.85%
|$11.67
|10.09%
|$12.03
|11.29%
|$12.43
|11.68%
|
|$43.03
|26.93%
|43.11
|0.19%
|47.73
|10.72%
|-
|S&P 500 Health Care
|$17.97
|$16.63
|$15.64
|$15.73
|
|$20.07
|11.69%
|$21.55
|29.59%
|$23.00
|47.06%
|$23.05
|46.54%
|$23.84
|18.78%
|$24.35
|12.99%
|$25.26
|9.83%
|$25.21
|9.37%
|
|$65.97
| -15.52%
|87.66
|32.88%
|98.66
|12.55%
|-
|S&P 500 Industrials
|$11.53
|$12.98
|$10.82
|$11.37
|
|$9.77
| -15.26%
|$12.49
| -3.78%
|$12.90
|19.22%
|$12.84
|12.93%
|$11.87
|21.49%
|$14.56
|16.57%
|$14.87
|15.27%
|$14.62
|13.86%
|
|$46.70
|15.28%
|48.00
|2.78%
|55.92
|16.50%
|-
|S&P 500 Information  Technology
|$20.96
|$23.09
|$25.73
|$30.03
|
|$28.80
|37.40%
|$29.31
|26.94%
|$32.61
|26.74%
|$38.44
|28.01%
|$35.05
|21.70%
|$35.67
|21.70%
|$38.37
|17.66%
|$43.34
|12.75%
|
|$99.81
|10.84%
|129.16
|29.41%
|152.43
|18.02%
|-
|S&P 500 Materials
|$6.93
|$7.60
|$5.85
|$3.72
|
|$5.51
| -20.49%
|$7.44
| -2.11%
|$7.00
|19.66%
|$6.76
|81.72%
|$6.95
|26.13%
|$8.58
|15.32%
|$7.89
|12.71%
|$7.49
|10.80%
|
|$24.11
| -25.05%
|26.71
|10.78%
|30.90
|15.69%
|-
|S&P 500 Communication  Services
|$2.68
|$3.11
|$3.35
|$3.30
|
|$3.25
|21.27%
|$3.59
|15.43%
|$3.74
|11.64%
|$3.98
|20.61%
|$3.77
|16.00%
|$4.10
|14.21%
|$4.22
|12.83%
|$4.52
|13.57%
|
|$12.45
|24.62%
|14.56
|16.95%
|16.62
|14.15%
|-
|S&P 500 Utilities
|$4.79
|$4.37
|$5.55
|$3.98
|
|$5.12
|6.89%
|$4.33
| -0.92%
|$6.15
|10.81%
|$4.68
|17.59%
|$5.67
|10.74%
|$4.72
|9.01%
|$6.77
|10.08%
|$5.01
|7.05%
|
|$18.70
|21.43%
|20.27
|8.40%
|22.17
|9.37%
|-
|S&P 500 Real Estate  (proforma pre-9/19/16)
|$1.52
|$1.92
|$1.73
|$1.57
|
|$1.54
|1.32%
|$1.65
| -14.06%
|$1.71
| -1.16%
|$1.83
|16.56%
|$1.65
|7.14%
|$1.76
|6.67%
|$1.78
|4.09%
|$1.90
|3.83%
|
|$6.74
| -8.42%
|6.72
| -0.30%
|7.08
|5.36%
|}
==== Revenue per Share ====
{| class="wikitable"
|'''QUARTERLY  SALES PER SHARE'''
|'''% CHG Q1/Q4'''
|'''% CHG Q1/Q1'''
|'''Mar-24'''
|'''Dec-23'''
|'''Sep-23'''
|'''Jun-23'''
|'''Mar-23'''
|-
|ENERGY
| -3.54%
|0.88%
|$127.35
|$132.02
|$137.24
|$123.43
|$126.24
|-
|MATERIALS
| -0.38%
| -6.35%
|$61.05
|$61.28
|$63.65
|$67.01
|$65.19
|-
|INDUSTRIALS
| -4.58%
|1.40%
|$107.91
|$113.09
|$112.44
|$112.87
|$106.42
|-
|CONSUMER DISCRETIONARY
| -10.61%
|1.22%
|$148.47
|$166.09
|$158.97
|$160.99
|$146.69
|-
|CONSUMER STAPLES
| -4.67%
|1.58%
|$138.23
|$145.00
|$143.78
|$137.08
|$136.09
|-
|HEALTH CARE
| -1.52%
|7.25%
|$243.82
|$247.58
|$237.53
|$233.51
|$227.34
|-
|FINANCIALS
| -25.82%
| -18.66%
|$57.64
|$77.70
|$68.95
|$74.31
|$70.86
|-
|INFORMATION TECHNOLOGY
| -7.44%
|8.41%
|$116.73
|$126.12
|$111.97
|$107.47
|$107.68
|-
|COMMUNICATION SERVICES
| -6.13%
|8.94%
|$19.62
|$20.90
|$19.21
|$18.59
|$18.01
|-
|UTILITIES
|13.52%
| -2.67%
|$39.52
|$34.81
|$37.15
|$32.51
|$40.60
|-
|REAL ESTATE*
| -4.62%
| -1.30%
|$9.56
|$10.02
|$9.59
|$9.86
|$9.68
|-
|'''S&P 500'''
|'''-7.94%'''
|'''-0.03%'''
|'''$451.29'''
|'''$490.20'''
|'''$468.52'''
|'''$462.13'''
|'''$451.44'''
|}
{| class="wikitable"
!QUARTERLY  OPERATING MARGINS
!% CHG Q1/Q4
!% CHG Q1/Q1
!Mar-24
!Dec-23
!Sep-23
!Jun-23
!Mar-23
!Dec-22
|-
|ENERGY
|1.63%
| -27.11%
|9.61%
|9.45%
|11.22%
|10.20%
|13.18%
|13.32%
|-
|MATERIALS
|49.11%
| -14.86%
|9.05%
|6.07%
|9.19%
|11.34%
|10.63%
|9.26%
|-
|INDUSTRIALS
| -9.64%
| -16.16%
|9.08%
|10.05%
|9.62%
|11.50%
|10.83%
|10.46%
|-
|CONSUMER DISCRETIONARY
|7.46%
|12.60%
|7.61%
|7.09%
|9.73%
|8.43%
|6.76%
|5.94%
|-
|CONSUMER STAPLES
|10.23%
|10.54%
|7.12%
|6.46%
|6.76%
|7.24%
|6.44%
|7.26%
|-
|HEALTH CARE
|29.67%
|4.23%
|8.24%
|6.35%
|6.58%
|7.12%
|7.90%
|8.14%
|-
|FINANCIALS
|29.76%
|7.95%
|18.40%
|14.18%
|11.40%
|16.24%
|17.05%
|14.57%
|-
|INFORMATION TECHNOLOGY
|3.75%
|26.92%
|24.70%
|23.81%
|22.98%
|21.48%
|19.47%
|20.18%
|-
|COMMUNICATION SERVICES
|4.91%
|11.31%
|16.56%
|15.79%
|17.44%
|16.73%
|14.88%
|11.15%
|-
|UTILITIES
|13.19%
|9.70%
|12.94%
|11.43%
|14.94%
|13.44%
|11.80%
|7.06%
|-
|REAL ESTATE*
|2.65%
|2.47%
|16.08%
|15.67%
|18.04%
|19.47%
|15.70%
|12.48%
|-
|'''S&P 500'''
|'''9.94%'''
|'''3.87%'''
|'''12.09%'''
|'''11.00%'''
|'''11.15%'''
|'''11.87%'''
|'''11.64%'''
|'''10.92%'''
|}
==== Revisions ====
{| class="wikitable"
!OBSERVATION
!Q1 2024
!Q2 2024
!Q3 2024
!Q4 2024
!2024E
!2025E
|-
|3/31/2023
|$56.90
|$60.08
|$63.03
|$65.34
|$245.35
|
|-
|6/30/2023
|$56.93
|$59.21
|$62.17
|$64.74
|$243.05
|
|-
|9/29/2023
|$57.31
|$60.55
|$62.74
|$65.18
|$245.78
|
|-
|12/29/2023
|$55.92
|$59.55
|$63.18
|$63.79
|$242.44
|
|-
|3/31/2024
|$54.25
|$58.67
|$62.83
|$64.55
|$240.30
|$273.79
|-
|'''Current'''
|'''$54.45'''
|'''$58.77'''
|'''$62.93'''
|'''$64.78'''
|'''$240.93'''
|'''$273.98'''
|-
|'''Change QTR'''
|'''0.37%'''
|'''0.17%'''
|'''0.16%'''
|'''0.36%'''
|'''0.26%'''
|'''0.07%'''
|-
|'''Change fr Q1,'23'''
|'''-4.31%'''
|'''-2.18%'''
|'''-0.16%'''
|'''-0.86%'''
|'''-1.80%'''
|
|}
=== <big>Refinitiv</big> ===
Retrieved from "https://investmentwiki.mywikis.eu/wiki/Special:MobileDiff/11432"