fredag 27 juli 2012

Vinstsäsongen hittills - enligt förväntningarna

Från Carnegie (finns de fortfarande kvar?!):

US Q2(12) earnings growth: So far in the US reporting season, reported earnings have declined by 1% (som väntat) and sales have risen by 2%. A total of 280 companies, or 56%, have reported their Q2(12) earnings.

Actual Y/Y earnings are up 10%, while the share-weighted change is -1% Y/Y. The greatest earnings growth has been in Industrials and IT, with a Y/Y change of +8%, while Energy is down 19% Y/Y. Total earnings growth excluding Financials is -1% Y/Y.

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