Saturday, June 9, 2018

The 53 Georgia Companies With Market Caps of at Least $1 Bil Posted March or April 2018 Quarter Total Pretax Income (PTI) of $14.1 Bil, Up 6% From Their March or April 2017 Quarter and 6% Below the 12% Earnings Growth of All US Companies With the Same Market Caps ....................................................................................... The 14 Georgia Manufacturing Cos With Market Caps of at Least $1 Bil Posted March or April 2018 Quarter Total PTI of $2.7 Bil, Up a Robust 20% From Their March or April 2017 Quarter ....................................................................................... The 16 Georgia Financial Cos Posted March or April 2018 Quarter Total PTI of $3.4 Bil, Up 7% From Their March or April 2017 Quarter ....................................................................................... The 3 Georgia Retailing Cos Posted March or April 2018 Quarter Total PTI of $3.2 Bil, Up 2% From Their March or April 2017 Quarter ....................................................................................... And the 19 Georgia Cos in all Other Many Sectors Posted March or April 2018 Quarter Total PTI of $4.7 Bil, Up 2% From Their March or April 2017 Quarter .......................................................................................

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 or April 2018 and 2017 Quarters for all US  Companies including both Partnerships and REITs which are Headquartered in the US State of Georgia with March 2018 or April 2018 Quarter Ends, with stock market caps above $1 Bil recently and which have released their March 2018 or April 2018 Quarter Earnings by June 8, 2018.  

I will update this quarterly earnings chart later for Companies with April 2018 and May 2018 Quarter End Earnings which haven't reported their April or May 2018 Quarter Earnings yet.
 US GAAP   US GAAP   US GAAP   US GAAP 
 US GAAP   US GAAP   US GAAP   US GAAP   US GAAP   US GAAP   Effective   Effective  Pretax Net
Pretax  Income   Net  Pretax  Income   Net   Income   Income  Income Income
Income Tax Income Income Tax Income Tax Tax % Change % Change
Georgia Companies (Loss) Expense (Loss) (Loss) Expense (Loss) Rate Rate March or March or
Market Caps At Least $1 Bil March or March or March or March or March or March or March or March or April Qtr April Qtr
Releasing March or April 2018 April Qtr April Qtr April Qtr April Qtr April Qtr April Qtr April Qtr April Qtr 2018 2018
 Qtr Earnings By June 8, 2018 2018 2018 2018 2017 2017 2017 2018 2017 vs 2017 vs 2017
mils $ mils $ mils $ mils $ mils $ mils $
Financial Cos
AFLAC           982           265           717           898           306           592 27.0% 34.1% 9% 21%
SunTrust Banks           792           147           645           629           159           470 18.6% 25.3% 26% 37%
IntercontinentalExchange           617           143           474           725           214           511 23.2% 29.5% -15% -7%
Invesco Ltd           334             68           266           290             76           214 20.4% 26.2% 15% 24%
Total Systems Services           161             18           143           150             43           107 11.2% 28.7% 7% 34%
Synovus Financial           133             30           103           106             34             72 22.6% 32.1% 25% 43%
Global Payments           122             25             97             65             12             53 20.5% 18.5% 88% 83%
Primerica             83             17             66             75             23             52 20.5% 30.7% 11% 27%
Piedmont Office Realty Trust             58              -               58             15              -               15 0.0% 0.0% 287% 287%
Invesco Mortgage Capital             53              -               53             94              -               94 0.0% 0.0% -44% -44%
United Community Banks             49             11             38             42             18             24 22.4% 42.9% 17% 58%
Ameris Bancorp             34               8             26             31             10             21 23.5% 32.3% 10% 24%
State Bank Financial             23               6             17             18               6             12 26.1% 33.3% 28% 42%
Cousins Properties             16              -               16               5              -                 5 0.0% 0.0% 220% 220%
Columbia Property Trust               1              -                 1             75              -               75 0.0% 0.0% -99% -99%
Americold Realty Trust              (9)              -                (9)               6               2               4 0.0% 33.3% -250% -325%
Total all 16        3,449           738        2,711        3,224           903        2,321 21.4% 28.0% 7% 17%
Manufacturing Cos
Coca-Cola        1,833           506        1,327        1,507           323        1,184 27.6% 21.4% 22% 12%
Mohawk Industries           257             48           209           269             68           201 18.7% 25.3% -4% 4%
WestRock           243             19           224           142             44             98 7.8% 31.0% 71% 129%
Flowers Foods             70             19             51             95             35             60 27.1% 36.8% -26% -15%
NCR             63               7             56             71             14             57 11.1% 19.7% -11% -2%
Carters Inc             53             10             43             72             25             47 18.9% 34.7% -26% -9%
Graphic Packaging             48               5             43             55             18             37 10.4% 32.7% -13% 16%
AGCO Corp             36             11             25               3             11              (8) 30.6% 366.7% 1100% 413%
Schweitzer-Mauduit Intl             28               7             21             21               7             14 25.0% 33.3% 33% 50%
Mueller Water Products             24             14             10               6               1               5 58.3% 16.7% 300% 100%
Neenah             21               5             16             24               6             18 23.8% 25.0% -13% -11%
Interface             20               5             15             13               4               9 25.0% 30.8% 54% 67%
Chart Industries               8               2               6              (5)              (2)              (3) 25.0% 40.0% 260% 300%
ARRIS Intl plc            (14)               3            (17)            (31)             10            (41) -21.4% -32.3% 55% 59%
Total all 14 Manufacturing Cos        2,690           661        2,029        2,242           564        1,678 24.6% 25.2% 20% 21%
Retailing Cos
Home Depot        3,142           738        2,404        3,108        1,094        2,014 23.5% 35.2% 1% 19%
Asbury Automotive Group             53             13             40             53             19             34 24.5% 35.8% 0% 18%
Floor & Décor Holdings             34               2             32             17               6             11 5.9% 35.3% 100% 191%
BMC Stock Holdings             20               5             15               5               1               4 25.0% 20.0% 300% 275%
Total all 4 Retailing Cos        3,249           758        2,491        3,183        1,120        2,063 23.3% 35.2% 2% 21%
Cos in All Other Sectors
United Parcel Services        1,661           316        1,345        1,710           544        1,166 19.0% 31.8% -3% 15%
Southern Co        1,049           113           936           980           315           665 10.8% 32.1% 7% 41%
Delta Air Lines           718           171           547           849           288           561 23.8% 33.9% -15% -2%
Fleetcor Technologies           229             54           175           167             44           123 23.6% 26.3% 37% 42%
Genuine Parts           229             53           176           244             84           160 23.1% 34.4% -6% 10%
PulteGroup           224             53           171           139             48             91 23.7% 34.5% 61% 88%
Equifax           123             29             94           196             40           156 23.6% 20.4% -37% -40%
HD Supply Holdings           118             29             89             77             19             58 24.6% 24.7% 53% 53%
Cotiviti Holdings             70             16             54             26              (1)             27 22.9% -3.8% 169% 100%
Aaron's             67             15             52             82             29             53 22.4% 35.4% -18% -2%
RPC Inc             66             14             52               2              (2)               4 21.2% -100.0% 3200% 1200%
Rollins Inc             59             11             48             57             17             40 18.6% 29.8% 4% 20%
National Vision Holdings             30               5             25             25               8             17 16.7% 32.0% 20% 47%
EBIX Inc             29               2             27             28               1             27 6.9% 3.6% 4% 0%
Manhattan Associates             29               6             23             41             13             28 20.7% 31.7% -29% -18%
Saia Inc             26               5             21             16               5             11 19.2% 31.3% 63% 91%
Gray Television             26               6             20             18               7             11 23.1% 38.9% 44% 82%
Halyard Health            (15)              (4)            (11)            (25)            (10)            (15) 26.7% 40.0% 40% 27%
Site One Landscape Supply            (27)            (10)            (17)            (18)              (8)            (10) 37.0% 44.4% -50% -70%
Total 19 in all Other Sectors        4,711           884        3,827        4,614        1,441        3,173 18.8% 31.2% 2% 21%
Total all 53 Georgia Cos      14,099        3,041      11,058      13,263        4,028        9,235 21.6% 30.4% 6% 20%