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Updated Earnings & Performance Tables

02/25/2013
As of the close of business Friday, February 22, 2013, here are some meaningful performance and earnings tables:
Prior Five-Day Index Performance
  1. Dow Industrials            +0.195%
  2. S&P 500® Index          (-0.380%)
  3. Russell 2000               (-0.823%)
  4. Nasdaq 100                 (-1.232%)

Prior 5 Day Rank

Sector

Percent Change

1

Consumer Staples      

+1.869%

2

Utilities

+1.474%

3

Health Care

+0.189%

4

Technology

(-0.376%)

5

Industrials

(-0.487%)

6

Financials

(-0.549%)

7

Consumer Discretionary

(-1.313%)

8

Energy

(-1.752%)

9

Materials

(-2.871%)

Source: Bloomberg

Year-To-Date Index Performance

  1. Russell 2000               +7.866%
  2. Dow Industrials            +6.841%
  3. S&P 500 Index            +6.269%
  4. Nasdaq 100                 +2.869%

YTD Rank

Sector

Percent Change

1

Consumer Staples      

+9.628%

2

Energy

+9.171%

3

Health Care

+8.800%

4

Financials

+8.237%

5

Industrials

+7.757%

6

Utilities

+6.470%

7

Consumer Discretionary

+5.841%

8

Technology

+2.912%

9

Materials

+1.838%

Source: Bloomberg

S&P 500 Index (SPX) Sales Growth during Q4 2012 (443 companies reported)

Overall SPX Sales Growth:     +3.30%, Positive Surprise of +0.58%

Rank

Sector

Sales Growth

+/- Surprise

Companies Reporting

1

Financials

+19.54%

+4.52%

76 of 81

2

Health Care

+8.05%

+1.08%

50 of 52

3

Utilities

+7.01%

(-5.04%)

22 of 31

4

Technology

+5.34%

+0.39%

66 of 70

5

Consumer Disc

+5.34%

+0.31%

60 of 82

6

Telecom

+3.01%

+0.87%

7 of 8

7

Consumer Staple

+2.38%

+0.09%

37 of 41

8

Industrials

+2.01%

+0.92%

56 of 60

9

Materials

(-1.37%)

+1.13%

29 of 30

10

Energy

(-11.28%)

(-1.64%)

40 of 43

Source: Bloomberg

S&P 500 Index (SPX) EPS Growth During Q4 2012 (443 companies reported)

Overall SPX EPS Growth:        +6.87%, Positive Surprise of +5.18

Rank

Sector

EPS Growth

+/- Surprise

Companies Reporting

1

Financials

+35.61%

+14.92%

76 of 81

2

Utilities

+10.71%

+3.37%

22 of 31

3

Materials

+9.06%

+7.80%

29 of 30

4

Consumer Disc

+7.39%

*4.28%

60 of 82

5

Consumer Staple

+6.98%

+4.39%

37 of 41

6

Technology

+2.07%

+4.24%

66 of 70

7

Health Care

+1.10%

+2.86%

50 of 52

8

Energy

+0.04%

+2.58%

40 of 43

9

Industrials

(-3.98%)

+1.33%

56 of 60

10

Telecom

(-12.10%)

(-11.41%)

7 of 8

Source: Bloomberg

SPX Earnings Q4 2011 Actual to Q4 2013 Estimate

 

Overall Sales Growth

Overall EPS Growth

Q4 2013 Estimate

(-0.14%)

+12.16%

Q3 2013 Estimate

+3.50%

+8.36%

Q2 2013 Estimate

+1.63%

+5.93%

Q1 2013 Estimate

(-1.34%)

(-1.32%)

Q4 2012 Actual

+3.30%

+6.87%

Q3 2012 Actual

(-0.06%)

+0.70%

Q2 2012 Actual

+0.76%

+0.08%

Q1 2012 Actual

+5.96%

+6.71%

Q4 2011 Actual

+6.87%

+4.96%

Source: Bloomberg

Sales & EPS Growth Q4 2011 TO Q4 2013



Source:  Bloomberg


Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.