Thursday, August 3, 2017

US Technology Companies With April or May 2017 Quarter Ends, Led By Micron Technology and Broadcom, Earnings Were on Fire With 2017 Second Quarter Total US GAAP Earnings Up 58% From the Previous Year's Second Quarter .................................................................................... Retail Related Companies With April or May 2017 Quarter Ends Total Second Quarter 2017 Total Earnings Were Down 4% From the Second Quarter 2016 .................................................................................... All Other Companies With April or May 2017 Quarter Ends Total Second Quarter 2017 US GAAP Earnings Were Up 20%, But Excluding FedEx, Which Had a $1.5 Bil Pre-tax Retirement Plans Mark-to-Market Adjustment Charge in its May 2016 Quarter, The Second Quarter 2017 Total Earnings Were Up a Much Lower 7% From the Second Quarter 2016 .................................................................................... Overall, All Companies With April or May Quarter Ends Posted 2017 Second Quarter Total US GAAP Earnings Which Were Up a Very Robust 17% From Their Second Quarter 2016: This is a Very Good Signal That June 2017 Quarter Earnings Will Also Be Strong

From a review of the Google Finance Website and of company financial statements in the US SEC Website, I found the 178 Companies headquartered in the US with Stock Market Capitalizations now of more than $1 Bil, which have April or May Quarter Ends and which have filed their April or May 2017 Quarter Financial Statements with the SEC.
 
Below here are the Total Reported US GAAP Earnings (Losses) From Continuing Operations for the Quarters Ended April or May of both 2017 and 2016 for each of these 178 US Companies with Technology, Retail Related and Other Companies Broken Out Separately:






Second Second







2017 2016







Quarter Quarter



Calendar US GAAP US GAAP
US Companies With

Most
2Q17 Net Net
April or May 2017 Quarter Ends City State Recent
Month Income Income Better Better
Market Caps Above $1 Bil HQs HQs FYE
End (Loss) (Loss) (Worse) (Worse)





 $ mils  $ mils  $ mils %
Technology Companies








Oracle Redwood City CA May17 May17          3,231          2,814             417
Cisco Systems San Jose CA Jul16
Apr17          2,515          2,349             166
Micron Technology Boise ID Aug16
May17          1,647            (215)          1,862
Intuit Mountain View CA Jul16
Apr17             964             848             116
Applied Materials Santa Clara CA Oct16
Apr17             824             320             504
HP Inc Palo Alto CA Oct16
Apr17             559             660            (101)
NVIDIA Corp Santa Clara CA Jan17
Apr17             507             208             299
Broadcom Ltd San Jose CA Oct16
Apr17             468         (1,217)          1,685
Adobe Systems San Jose CA Nov16
May17             374             244             130
VMWare Palo Alto CA Jan17
Apr17             232             161               71
NetApp Sunnyvale CA Apr17
Apr17             190                (8)             198
Agilent Technologies Santa Clara CA Oct16
Apr17             164               91               73
Finisar Corp Sunnyvale CA Apr17
Apr17             130               13             117
Marvell Technology Group Ltd Santa Clara CA Jan17
Apr17               97              (13)             110
Analog Devices Norwood MA Oct16
Apr17               94             171              (77)
Red Hat Raleigh NC Feb17
May17               73               61               12
SYNNEX Corp Fremont CA Nov16
May17               73               44               29
FactSet Research Systems Norwalk CT Aug16
May17               65               67                (2)
Synopsys Mountain View CA Oct16
Apr17               53               69              (16)
Keysight Technologies Inc Santa Rosa CA Oct16
Apr17               49               88              (39)
Science Applications Intl McLean VA Jan17
Apr17               49               33               16
Ciena Corp Hanover MD Oct16
Apr17               38               14               24
Veeva Systems Pleasanton CA Jan17
Apr17               36               13               23
Tech Data Corp Clearwater FL Jan17
Apr17               31               33                (2)
Methode Electronics Inc Chicago IL Apr17
Apr17               23               23                -  
HealthEquity Draper UT Jan17
Apr17               14                 8                 6
Semtech Corp Camarillo CA Jan17
Apr17               12                 7                 5
Progress Software Corp Bedford MA Nov16
May17               10                 7                 3
Ambarella Santa Clara CA Jan17
Apr17                 3                 2                 1
Barracuda Networks Inc Campbell CA Feb17
May17                 3                 3                -  
Guideware Software Foster City CA Jul16
Apr17                (2)                (0)                (2)
Salesforce.com San Francisco CA Jan17
Apr17                (9)               39              (48)
Coupa Software San Mateo CA Jan17
Apr17              (10)              (12)                 2
Brocade Communications Systems San Jose CA Oct16
Apr17              (11)               43              (54)
Verint Systems Inc Melville NY Jan17
Apr17              (19)              (16)                (3)
Jabil Circuit St Petersburg FL Aug16
May17              (26)                 6              (32)
Box Inc Redwood City CA Jan17
Apr17              (40)              (39)                (1)
Palo Alto Networks Santa Clara CA Jul16
Apr17              (61)              (64)                 3
Pure Storage Mountain View CA Jan17
Apr17              (62)              (64)                 2
Workday Pleasanton CA Jan17
Apr17              (64)              (79)               15
VeriFone Systems San Jose CA Oct16
Apr17              (90)                 3              (93)
Splunk San Francisco CA Jan17
Apr17            (100)            (101)                 1
Nutanix San Jose CA July16
Apr17            (112)              (47)              (65)
Autodesk San Rafael CA Jan17
Apr17            (130)            (168)               38
Hewlett Packard Enterprise Palo Alto CA Oct16
Apr17            (487)             322            (809)
Dell Technologies Round Rock TX Jan17
Apr17         (1,383)            (424)            (959)










Total all 46 Technology Companies




         9,922          6,297          3,625 58%










Retail Related Companies








Wal-Mart Bentonville AR Jan17
Apr17          3,152          3,216              (64)
Home Depot Atlanta GA Jan17
Apr17          2,014          1,803             211
Walgreens Boot Alliance  Deerfield IL Aug16
May17          1,165          1,107               58
Costco Issaquah WA Aug16
May17             706             549             157
Target Corp Minneapolis MN Jan17
Apr17             677             614               63
Lowe's Companies Mooresville NC Jan17
Apr17             602             884            (282)
TJX Companies Framingham MA Jan17
Apr17             536             508               28
AutoZone Memphis TN Aug16
May17             332             328                 4
Ross Stores Dublin CA Jan17
Apr17             321             291               30
Kroger Cincinnati OH Jan17
Apr17             297             695            (398)
Dollar General Goodlettsville TN Jan17
Apr17             279             295              (16)
CarMax Richmond VA Feb17
May17             212             175               37
Dollar Tree Chesapeake VA Jan17
Apr17             201             233              (32)
Best Buy Richfield MN Jan17
Apr17             188             226              (38)
Foot Locker New York NY Jan17
Apr17             180             191              (11)
The Gap San Francisco CA Jan17
Apr17             143             127               16
Ulta Beauty Bolingbrook IL Jan17
Apr17             128               92               36
Darden Restaurants Orlando FL May17
May17             125             140              (15)
Staples Framingham MA Jan17
Apr17             105               60               45
L Brands Columbus OH Jan17
Apr17               94             152              (58)
Tiffany & Co New York NY Jan17
Apr17               93               88                 5
Copart Inc Dallas TX Jul16
Apr17               91               75               16
HD Supply Holdings Atlanta GA Jan17
Apr17               85              (14)               99
Signet Jewelers Ltd Akron OH Jan17
Apr17               79             147              (68)
Bed Bath & Beyond Union NJ Feb17
May17               75             123              (48)
Michaels Companies Irving TX Jan17
Apr17               72               71                 1
Macy's Cincinnati OH Jan17
Apr17               70             115              (45)
PVH Corp New York NY Jan17
Apr17               70             232            (162)
Kohl's Corp Menomonee Falls WI Jan17
Apr17               66               17               49
Dillard's Inc Little Rock AR Jan17
Apr17               66               77              (11)
Nordstrom Seattle WA Jan17
Apr17               63               46               17
GameStop Grapevine TX Jan17
Apr17               59               66                (7)
Dicks Sporting Goods Coraopolis PA Jan17
Apr17               58               57                 1
Burlington Stores Florence NJ Jan17
Apr17               52               38               14
Big Lots Columbus OH Jan17
Apr17               52               39               13
Cracker Barrel Old Country Store Lebanon TN Jul16
Apr17               47               49                (2)
Dave & Busters Entertainment Dallas TX Jan17
Apr17               43               31               12
Williams-Sonoma San Francisco CA Jan17
Apr17               40               40                -  
United Natural Foods Providence RI Jul16
Apr17               37               38                (1)
Childrens Place Inc Secaucus NJ Jan17
Apr17               36               26               10
Chico's FAS Ft Myers FL Jan17
Apr17               34               31                 3
Casey's General Stores Ankeny IA Apr17
Apr17               30               47              (17)
American Eagle Outfitters Pittsburgh PA Jan17
Apr17               25               40              (15)
DSW Inc Columbus OH Jan17
Apr17               23               30                (7)
Ollie's Bargain Outlet Holdings Inc Harrisburg PA Jan17
Apr17               19               12                 7
PriceSmart San Diego CA Aug16
May17               19               17                 2
Oxford Industries Atlanta GA Jan17
Apr17               17               20                (3)
Caleres Inc St Louis MO Jan17
Apr17               15               18                (3)
Urban Outfitters Philadelphia PA Jan17
Apr17               12               30              (18)
At Home Group Plano TX Jan17
Apr17               10                 7                 3
Five Below Philadelphia PA Jan17
Apr17                 8                 7                 1
Restoration Hardware Holdings Corte Madera CA Jan17
Apr17                (3)              (13)               10
G-III Apparel Group Ltd New York NY Jan17
Apr17              (10)                 3              (13)
Guess? Inc Los Angeles CA Jan17
Apr17              (21)              (25)                 4
Rite Aid Corp Camp Hill  PA Feb17
May17              (75)                (5)              (70)
J C Penney Company Plano TX Jan17
Apr17            (180)              (68)            (112)










Total all 56 Retail Related Companies




       12,634        13,198            (564) -4%










Other Companies








Medtronic plc Minneapolis MN Apr17
Apr17          1,164          1,104               60
Nike Beaverton OR May17
May17          1,008             846             162
Monsanto St Louis MO Aug16
May17             847             715             132
Deere Moline IL Oct16
Apr17             802             495             307
H & R Block Kansas City MO Apr17
Apr17             787             701               86
General Mills Minneapolis MN May17
May17             416             390               26
Constellation Brands Victor NY Feb17
May17             405             319               86
Carnival Corp Miami FL Nov16
May17             379             605            (226)
Hormel Foods Austin MN Oct16
Apr17             211             215                (4)
Lennar Corp Miami FL Nov16
May17             201             224              (23)
Vail Resorts Broomfield CO Jul16
Apr17             197             158               39
Paychex Rochester NY May17
May17             195             178               17
Campbell Soup Camden NJ Jul16
Apr17             176             185                (9)
ConAgra Foods Chicago IL May17
May17             154            (117)             271
Brown Forman Louisville KY Apr17
Apr17             144             522            (378)
RPM Intl Medina OH May17
May17             129             154              (25)
Toll Brothers Horsham PA Oct16
Apr17             125               89               36
Toro Co Bloomington MN Oct16
Apr17             120             106               14
Thor Industries Inc Elkhart IN Jul16
Apr17             111               79               32
JM Smucker Orrville OH Apr17
Apr17             110             191              (81)
Cooper Companies Pleasanton CA Oct16
Apr17             105               74               31
IHS Markit Ltd Englewood CO Nov16
May17               99               45               54
McCormick & Co Sparks MD Nov16
May17               92               86                 6
Cintas Corp Cincinnati OH May17
May17               82             116              (34)
Acuity Brands Atlanta GA Aug16
May17               82               74                 8
Lamb Weston Holdings Eagle ID May17
May17               79               45               34
Eaton Vance Boston MA Oct16
Apr17               78               69                 9
Valspar Corp Minneapolis MN Oct16
Apr17               76               80                (4)
Sanderson Farms Inc Laurel MS Oct16
Apr17               67               48               19
Nordson Corp Westlake OH Oct16
Apr17               65               71                (6)
MSC Industrial Direct Co Melville NY Aug16
May17               63               65                (2)
Patterson Companies St Paul MN Apr17
Apr17               61               66                (5)
Worthington Industries Columbus OH May17
May17               61               63                (2)
Donaldson Co Inc Minneapolis MN Jul16
Apr17               60               55                 5
Heico Corp Hollywood FL Oct16
Apr17               51               44                 7
John Wiley & Sons Hoboken NJ Apr17
Apr17               47               34               13
Greif Inc Delaware OH Oct16
Apr17               40               33                 7
Commercial Metals Company Irving TX Aug16
May17               40               35                 5
Scholastic Corp New York NY May17
May17               40               35                 5
Dycom Industries Palm Beach Gardens FL Jul16
Apr17               39               33                 6
Herman Miller Inc Zeeland MI May17
May17               34               41                (7)
ABM Industries New York NY Oct16
Apr17               32                 7               25
KB Home Los Angeles CA Nov16
May17               32               16               16
Greenbrier Companies Lake Oswego OR Aug16
May17               31               60              (29)
National Beverage Corp Ft Lauderdale FL Apr17
Apr17               29               18               11
Patheon NV Durham NC Oct16
Apr17               28                 2               26
Korn/Ferry Intl Los Angeles CA Apr17
Apr17               28                 6               22
LA-Z-Boy Inc Monroe MI Apr17
Apr17               28               23                 5
American Outdoor Brands Springfield MA Apr17
Apr17               28               36                (8)
HB Fuller St Paul MN Nov16
May17               26               33                (7)
UniFirst Corp Wilmington MA Aug16
May17               24               30                (6)
Brady Corp Milwaukee WI Jul16
Apr17               23               21                 2
Actuant Corp Menomonee Falls WI Aug16
May17               23               21                 2
Argan Inc Rockville MD Jan17
Apr17               21               14                 7
Cantel Medical Corp Little Falls NJ Jul16
Apr17               18               14                 4
KLX Inc Wellington FL Jan17
Apr17               18                 3               15
Steelcase Inc Grand Rapids MI Feb17
May17               18               19                (1)
American Woodward Corp Winchester VA Apr17
Apr17               17               13                 4
NCI Building Systems Inc Houston TX Oct16
Apr17               17                 2               15
Apogee Enterprises Inc Minneapolis MN Feb17
May17               16               18                (2)
Winnebago Industries Inc Forest City IA Aug16
May17               19               14                 5
AAR Corp Wood Dale IL May17
May17               15               12                 3
GMS Inc Tucker GA Apr17
Apr17               14                 9                 5
WD-40 Company San Diego CA Aug16
May17               14               13                 1
Calavo Growers Inc Santa Paula CA Oct16
Apr17               13               10                 3
AZZ Inc Fort Worth TX Feb17
May17               13               21                (8)
Intl Speedway Daytona Beach FL Nov16
May17               13               22                (9)
Raven Industries Inc Sioux Falls SD Jan17
Apr17               12                 6                6
Neogen Corp Lansing MI May17
May17               12               10                 2
Rev Group Milwaukee WI Oct16
Apr17                 7                 8                (1)
Bob Evans Farms Inc New Albany OH Apr17
Apr17                 7                 6                 1
8point3 Energy Partners LP San Jose CA Nov16
May17                 7                (0)                 7
Helen of Troy Ltd El Paso TX Feb17
May17                 6               19              (13)
Cal-Maine Foods Inc Jackson MS May17
May17              (24)                (0)              (24)
Navistar Intl Lisle IL Oct16
Apr17              (75)               13              (88)










Total all 75 Other Companies Except FedEx




         9,552          8,889             663 7%










FedEx Memphis TN May17
May17          1,020              (70)          1,090










Total all 76 Other Companies




       10,572          8,819          1,753 20%










Total of all 178 Companies




       33,128        28,314          4,814 17%