Friday, June 8, 2018

The 69 Ohio Companies With Market Caps of at Least $1 Bil Posted March or April 2018 Quarter Total Pretax Income (PTI) of $12.2 Bil, Up Only 4% From Their March or April 2017 Quarter and 8% Below the 12% Earnings Growth of All US Companies With the Same Market Caps ....................................................................................... The 2 Ohio Oil & Gas Companies With Market Caps of at Least $1 Bil Posted March or April 2018 Quarter Total Pretax Income (PTI) of $5.4 Bil Which Increased By an Off-the-Charts 108% From Their March or April 2017 Quarter ....................................................................................... The 4 Ohio REITs With Market Caps of at Least $1 Bil Posted March or April 2018 Quarter Total PTI Which Increased By an Exceptional 83% From Their March or April 2017 Quarter ....................................................................................... The 11 Ohio Financial Cos Posted March or April 2018 Quarter Total PTI Which Increased By a Robust 16% ....................................................................................... And the 26 Ohio Manufacturing Cos Posted March or April 2018 Quarter Total PTI of a Huge $6.5 Bil, Up 10% From Their March or April 2017 Quarter ....................................................................................... Now For The Not So Good News ....................................................................................... The 4 Ohio Health Care Cos Posted March or April 2018 Quarter Total PTI Which Declined By 4% From Their March or April 2017 Quarter ....................................................................................... The 2 Ohio Utility Cos Posted March or April 2018 Quarter Total PTI Which Declined By 27% From Their March or April 2017 Quarter ....................................................................................... And the 8 Ohio Retailing Cos Posted March or April 2018 Quarter Total PTI Which Declined By a Massive 99% From Their March or April 2017 Quarter ....................................................................................... Also, the 10 Ohio Cos in Various Other Sectors Posted a March or April 2018 Quarter Total Pretax Net Loss of $2 Mil in the March or April 2018 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 Ohio 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
Ohio 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 $
Oil & Gas Cos
MPLX LP           427               4           423           187              -             187 0.9% 0.0% 128% 126%
Marathon Petroleum Corp           257             22           235           142             41           101 8.6% 28.9% 81% 133%
Total 2 Oil & Gas Cos           684             26           658           329             41           288 3.8% 12.5% 108% 128%
Financial Cos
Progressive Corp           911           181           730           641           211           430 19.9% 32.9% 42% 70%
Fifth Third Bancorp           836           132           704           396             91           305 15.8% 23.0% 111% 131%
KeyCorp           478             62           416           419             94           325 13.0% 22.4% 14% 28%
Huntington Bancorp           385             59           326           267             59           208 15.3% 22.1% 44% 57%
American Financial Group           174             33           141           223             68           155 19.0% 30.5% -22% -9%
First Financial Bancorp             38               8             30             35             11             24 21.1% 31.4% 9% 25%
Park National             37               6             31             28               8             20 16.2% 28.6% 32% 55%
TFS Financial             30               7             23             35             12             23 23.3% 34.3% -14% 0%
State Auto Financial              (3)              (1)              (2)              (4)              (1)              (3) 33.3% 25.0% 25% 33%
Cincinnati Financial            (50)            (19)            (31)           276             75           201 38.0% 27.2% -118% -115%
Worldpay          (111)            (13)            (98)             40               5             35 11.7% 12.5% -378% -380%
Total all 11 Financial Cos        2,725           455        2,270        2,356           633        1,723 16.7% 26.9% 16% 32%
REITs
Welltower           454              -             454           338              -             338 0.0% 0.0% 34% 34%
Forest City Realty Trust           201               1           200             41              -               41 0.5% 0.0% 390% 388%
Washington Prime Group             20              -               20             15              -               15 0.0% 0.0% 33% 33%
DDR Corp            (54)              -              (54)            (54)              -              (54) 0.0% 0.0% 0% 0%
Total all 4 REITs           621               1           620           340              -             340 0.2% 0.0% 83% 82%
Health Care Cos
Cardinal Health           464           209           255           564           182           382 45.0% 32.3% -18% -33%
Steris plc           102             28             74             47             21             26 27.5% 44.7% 117% 185%
Chemed             56             11             45             43             13             30 19.6% 30.2% 30% 50%
Medpace Holdings             18               3             15             14               5               9 16.7% 35.7% 29% 67%
Total all 4 Health Care Cos           640           251           389           668           221           447 39.2% 33.1% -4% -13%
Manufacturing Cos
Procter & Gamble        3,253           713        2,540        3,336           780        2,556 21.9% 23.4% -2% -1%
Eaton Corp plc           565             78           487           467             33           434 13.8% 7.1% 21% 12%
Parker Hannifin           470           104           366           315             76           239 22.1% 24.1% 49% 53%
JM Smucker           264             78           186           162             52           110 29.5% 32.1% 63% 69%
GrafTech Intl Ltd           251             29           222            (22)              -              (22) 11.6% 0.0% 1241% 1109%
TransDigm Group           247             45           202           215             60           155 18.2% 27.9% 15% 30%
Scott's Miracle Gro           202             49           153           240             86           154 24.3% 35.8% -16% -1%
Dana Inc           159             48           111           110             30             80 30.2% 27.3% 45% 39%
Oswens-Illinois           135             32           103             73             20             53 23.7% 27.4% 85% 94%
Nordson           118             27             91             95             30             65 22.9% 31.6% 24% 40%
Mettler-Toledo           117             24             93           114             21             93 20.5% 18.4% 3% 0%
Goodyear Tire & Rubber           113             33             80           239             70           169 29.2% 29.3% -53% -53%
Timken           109             28             81             54             16             38 25.7% 29.6% 102% 113%
Owens-Corning           103             11             92           144             43           101 10.7% 29.9% -28% -9%
Lincoln Electric Holdings             84             23             61             78             22             56 27.4% 28.2% 8% 9%
Greif             73             21             52             63             23             40 28.8% 36.5% 16% 30%
PolyOne             64             17             47             68             20             48 26.6% 29.4% -6% -2%
Worthington Industries             54            (24)             78             50             11             39 -44.4% 22.0% 8% 100%
AK Steel             40              (5)             45           101              -             101 -12.5% 0.0% -60% -55%
Lancaster Colony             38             10             28             22               8             14 26.3% 36.4% 73% 100%
Ferro             31               7             24             29               7             22 22.6% 24.1% 7% 9%
Multi-Color             29               7             22             26               9             17 24.1% 34.6% 12% 29%
Hyster-Yale Matl Handling             20               5             15             24               6             18 25.0% 25.0% -17% -17%
Cooper Tire & Rubber             12               3               9             42             13             29 25.0% 31.0% -71% -69%
Materion             12               2             10               3              -                 3 16.7% 0.0% 300% 233%
Milacron Holdings             12               6               6            (18)               7            (25) 50.0% -38.9% -167% -124%
Advanced Draining Systems              (9)              (4)              (5)            (29)            (11)            (18) 44.4% 37.9% 69% 72%
Diebold Nixdorf            (44)             19            (63)            (75)            (23)            (52) -43.2% 30.7% 41% -21%
Total 28 Manufacturing Cos        6,522        1,386        5,136        5,926        1,409        4,517 21.3% 23.8% 10.1% 14%
Retailing Cos
Sherwin-Williams           303             53           250           307             68           239 17.5% 22.1% -1% 5%
Macy's           183             52           131           145             68             77 28.4% 46.9% 26% 70%
L Brands             58             11             47           118             24             94 19.0% 20.3% -51% -50%
Big Lots             44             13             31             78             27             51 29.5% 34.6% -44% -39%
DSW Inc             35             11             24             39             16             23 31.4% 41.0% -10% 4%
Wendy's             14              (6)             20             32             10             22 -42.9% 31.3% -56% -9%
Abercrombie & Fitch            (45)              (4)            (41)            (74)            (13)            (61) 8.9% 17.6% 39% 33%
Signet Jewelers Ltd          (583)            (86)          (497)           103             24             79 14.8% 23.3% -666% -729%
Total all 8 Retailing Cos               9             44            (35)           748           224           524 488.9% 29.9% -99% -107%
Utility Cos
American Electric Power           559           102           457           937           343           594 18.2% 36.6% -40% -23%
FirstEnergy           429           252           177           409           152           257 58.7% 37.2% 5% -31%
Total 2 Utility Cos           988           354           634        1,346           495           851 35.8% 36.8% -27% -25%
Cos in All Other Sectors
Applied Industrial Technologies             50             13             37             43             14             29 26.0% 32.6% 16% 28%
CBIZ             49             13             36             41             16             25 26.5% 39.0% 20% 44%
Fairmount Santrol Holdings             30               1             29            (13)              (1)            (12) 3.3% 7.7% 331% 342%
Convergys             30              -               30             45               7             38 0.0% 15.6% -33% -21%
Air Transport Services Group             21               5             16             16               6             10 23.8% 37.5% 31% 60%
Installed Building Products               8               2               6             10               4               6 25.0% 40.0% -20% 0%
Teradata              (8)              (1)              (7)              (2)              -                (2) 12.5% 0.0% -300% -250%
EW Scripps            (11)              (2)              (9)              (8)              (6)              (2) 18.2% 75.0% -38% -350%
Cleveland-Cliffs            (69)             16            (85)            (32)              (2)            (30) -23.2% 6.3% -116% -183%
Cedar Fair LP          (102)            (19)            (83)            (93)            (28)            (65) 18.6% 30.1% -10% -28%
Total 12 in all Other Sectors              (2)             28            (30)               7             10              (3) -1400.0% 142.9% -129% 900%
Total all 69 Ohio Cos      12,187        2,545        9,642      11,720        3,033        8,687 20.9% 25.9% 4% 11%


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