The Earnings Scout: A Focus on the Industrial Conglomerates Industry

July 26, 2013

Earnings Scout is a proprietary analysis of the rate of change (the delta) in earnings trend expectations. This analysis is differentiated as it identifies divergence of stock price from the rate of change future expectations. The rate of change is a leading indicator of a catalyst for potential price change not measured elsewhere. Contact info@roulstonresearch.com to learn more on how they can create tailored reports so you can maximize your risk-adjusted returns.

The Industrial Conglomerates industry in the S&P 500 consists of three companies: 3M, Danaher and General Electric.

• The industry accounts for 2.45% of the S&P 500 index.

• In 2012, the industrial conglomerates industry outperformed the industrials sector (19.76% vs. 15.35%) and the S&P 500, which returned 16.00%.

• In 2013, the industry is slightly outperforming the industrials sector (21.08% vs. 20.29%) and the S&P 500, which has a total YTD return of 19.91%.image002

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3Q 2013 Industrial Conglomerates Earnings Estimates
Company 2Q13 Report Date 3Q13 Estimate   3Q13 Est.(90 days ago) 90 Day Estimate Change 
General Electric

7/19/2013

$0.40 

$0.40 

0.00% 

3M

7/25/2013 

$1.78 

$1.80 

-1.11%

Danaher

7/18/2013

$0.84 

$0.85

-1.18% 

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