Friday, May 25, 2018

The 49 Largest Illinois Companies With Stock Market Caps Above $5 Bil Generated March 2018 Quarter Total Pretax Income of $18.996 Bil, Up an Exceptional 25% From the March 2017 Quarter, and More Than Double the 11% Total Pretax Income Growth of All 776 US Companies With Stock Market Caps Above $5 Bil ........................................................................................ The 22 Illinois Manufacturing Company Earnings, Led By Caterpillar, Were on Fire With Total Pretax Income of $9.839 Bil in the March 2018 Quarter, Up a Blistering 47% From the March 2017 Quarter and Total After-Tax Net Income Up an Even More Blistering 68% ........................................................................................ The 14 Financial Company Total Pretax Income, Led By Allstate Insurance, Increased By 9% in the March 2018 Quarter ........................................................................................ The 16 Companies in All Other Industries Generated a March 2018 Quarter Total Pretax Income Increase of 6% Due To Hyatt Hotels

From a review of SEC filings, the below chart shows the US GAAP Pretax Income (Loss) From Continuing Operations, the US GAAP Net Income (Loss) From Continuing Operations and the related US GAAP Income Tax Expense for the March 2018 and 2017 Quarters for all US  Companies including both Partnerships and REITs which are Headquartered in the US State of Illinois with March 2018 Quarter Ends, with stock market caps above $5 Bil very recently and which have released their March 2018 Quarter Earnings by May 24, 2018.  

I will update this quarterly earnings chart later for Companies with stock market caps somewhat below $5 Bil and also for Companies with April 2018 and May 2018 Quarter End Earnings.
 US GAAP   US GAAP   US GAAP   US GAAP 
 US GAAP   US GAAP   Effective   Effective  Pretax Net
 US GAAP   Income   US GAAP   US GAAP   Income   US GAAP   Income   Income  Income Income
Illinois Companies Pretax Tax Net Pretax Tax Net Tax Tax % Change % Change
Market Caps Above $5 Bil Income Expense Income Income Expense Income Rate Rate March Qtr March Qtr
Releasing March 2018  March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr 2018 2018
 Qtr Earnings Thru 5-24-18 2018 2018 2018 2017 2017 2017 2018 2017 vs 2017 vs 2017
mils $ mils $ mils $ mils $ mils $ mils $
Manufacturing Companies
AbbVie        2,797             14        2,783        2,086           375        1,711 0.5% 18.0% 34% 63%
Caterpillar        2,139           472        1,667           284             90           194 22.1% 31.7% 653% 759%
Mondelez Intl        1,251           307           944           787           154           633 24.5% 19.6% 59% 49%
Illinois Tool Works           849           197           652           749           213           536 23.2% 28.4% 13% 22%
Archer Daniels Midland           464             68           396           458           118           340 14.7% 25.8% 1% 16%
Baxter Intl           438             49           389           328             55           273 11.2% 16.8% 34% 42%
Abbott Labs           431             22           409           736           350           386 5.1% 47.6% -41% 6%
CNH Industrial NV           265             63           202             97             51             46 23.8% 52.6% 173% 339%
Packaging Corp of America           187             47           140           179             62           117 25.1% 34.6% 4% 20%
Ingredion           182             39           143           174             47           127 21.4% 27.0% 5% 13%
Dover           161             29           132           232             60           172 18.0% 25.9% -31% -23%
Motorola Solutions           140             23           117           120             42             78 16.4% 35.0% 17% 50%
Zebra Technologies           133             24           109              (2)            (10)               8 18.0% 500.0% 6750% 1263%
Idex Corp           130             31             99           104             29             75 23.8% 27.9% 25% 32%
Brunswick           110             30             80             98             24             74 27.3% 24.5% 12% 8%
CF Industries           105             17             88            (22)            (13)              (9) 16.2% 59.1% 577% 1078%
Middleby             86             21             65             94             23             71 24.4% 24.5% -9% -8%
AptarGroup             81             22             59             70             18             52 27.2% 25.7% 16% 13%
USG Corp             45               9             36             84             29             55 20.0% 34.5% -46% -35%
Littelfuse             45               9             36             48               9             39 20.0% 18.8% -6% -8%
Hill-Rom Holdings             22              (7)             29             41               7             34 -31.8% 17.1% -46% -15%
AveXis          (222)              -            (222)            (30)              -              (30) 0.0% 0.0% -640% -640%
Total all 22 Manufacturing Cos        9,839        1,486        8,353        6,715        1,733        4,982 15.1% 25.8% 47% 68%
Financial Companies
Allstate        1,224           249           975        1,012           317           695 20.3% 31.3% 21% 40%
Discover Financial Services           856           190           666           868           304           564 22.2% 35.0% -1% 18%
CME Group           789           190           599           707           307           400 24.1% 43.4% 12% 50%
Northern Trust           484           102           382           391           115           276 21.1% 29.4% 24% 38%
CNA Financial           346             55           291           343             83           260 15.9% 24.2% 1% 12%
Arthur J Gallagher & Co           242            (44)           286           200            (42)           242 -18.2% -21.0% 21% 18%
Equity Residential           221              -             221           150              -             150 0.0% 0.0% 47% 47%
Cboe Global Markets           159             41           118             18               3             15 25.8% 16.7% 783% 687%
Wintrust Financial           108             26             82             88             30             58 24.1% 34.1% 23% 41%
TransUnion           103             28             75             76             12             64 27.2% 15.8% 36% 17%
Ventas             77              (3)             80           153              (3)           156 -3.9% -2.0% -50% -49%
GGP Inc             66              -               66           115               5           110 0.0% 4.3% -43% -40%
Equity Lifestyle Properties             64              -               64             63              -               63 0.0% 0.0% 2% 2%
Old Republic Intl              (6)            (10)               4           165             52           113 166.7% 31.5% -104% -96%
Total all 14 Financial Cos        4,733           824        3,909        4,349        1,183        3,166 17.4% 27.2% 9% 23%
All Other Companies
McDonalds        1,888           513        1,375        1,808           593        1,215 27.2% 32.8% 4% 13%
Exelon           695             59           636        1,182           211           971 8.5% 17.9% -41% -35%
Hyatt Hotels           561           150           411             89             34             55 26.7% 38.2% 530% 647%
WW Grainger           307             66           241           271             88           183 21.5% 32.5% 13% 32%
LKQ Corp           202             50           152           213             72           141 24.8% 33.8% -5% 8%
United Continental Holdings           184             37           147           150             51             99 20.1% 34.0% 23% 48%
CDW Corp           166             39           127             74             16             58 23.5% 21.6% 124% 119%
CDK Global           135             37             98           110             32             78 27.4% 29.1% 23% 26%
Fortune Brands Home&Security           107             32             75           104             26             78 29.9% 25.0% 3% -4%
US Foods Holding             63              (4)             67             35               8             27 -6.3% 22.9% 80% 148%
Jones Lang LaSalle             56             13             43               9               1               8 23.2% 11.1% 522% 438%
GrubHub             31              -               31             25               7             18 0.0% 28.0% 24% 72%
Stericycle             29               7             22             90             31             59 24.1% 34.4% -68% -63%
Total all 13 Other Companie        4,424           999        3,425        4,160        1,170        2,990 22.6% 28.1% 6% 15%
Total all 49 Illinois Cos      18,996        3,309      15,687      15,224        4,086      11,138 17.4% 26.8% 25% 41%