Wednesday, June 6, 2018

The 92 Illinois Companies With Market Caps of at Least $1 Bil Posted March 2018 Quarter Total Pretax Income of $20.3 Bil, Up an Exceptional 27% From Their March 2017 Quarter and Their Total After-Tax Net Income Was Up a Substantially Higher 44% and It Was Very Broad-Based ....................................................................................... The 33 Illinois Manufacturing Companies, Led By Caterpillar, Generated March 2018 Quarter Total Pretax Income Which Increased By a Spectacular 41% Over the March 2017 Quarter and Their After-Tax Net Income Increased By a Substantially Higher 61% ........................................................................................ The 25 Illinois Financial Companies Generated March 2018 Quarter Total Pretax Income Which Increased By a Robust 16% Over the March 2017 Quarter and Their Total After-Tax Net Income Doubled That Growth to Up 32% ........................................................................................ The 12 Illinois Technology Companies Generated March 2018 Quarter Total Pretax Income Which Increased By a Blistering 87% Over the March 2017 Quarter ........................................................................................ The 5 Illinois Wholesaling Companies Generated March 2018 Quarter Total Pretax Income Which Increased By a Robust 17% Over the March 2017 Quarter ....................................................................................... The Giant Illinois Utility Corp Exelon Had Their March 2018 Total Pretax Income Drop By 41% From the March 2017 Quarter ....................................................................................... And the 16 Illinois Cos in a Handful of Other Sectors, Driven By Hyatt Hotels and By Tribune Media, Generated March 2018 Quarter Total Pretax Income Which Increased By an Exceptional 37% Over the March 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 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 $1 Bil recently and which have released their March 2018 Quarter Earnings by June 1, 2018.  

I will update this quarterly earnings chart later 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 At Least $1 Bil Income Expense Income Income Expense Income Rate Rate March Qtr March Qtr
Releasing March 2018 Qtr  March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr March Qtr 2018 2018
 Earnings By June 1, 2018 2018 2018 2018 2017 2017 2017 2018 2017 vs 2017 vs 2017
mils $ mils $ mils $ mils $ mils $ mils $
Manufacturing Cos
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%
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%
Tenneco             97             25             72           106             33             73 25.8% 31.1% -8% -1%
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%
Kapstone Paper & Packaging             41               8             33             10               4               6 19.5% 40.0% 310% 450%
Stepan             38               7             31             44             12             32 18.4% 27.3% -14% -3%
Hill-Rom Holdings             22              (7)             29             41               7             34 -31.8% 17.1% -46% -15%
Federal Signal             17               4             13             11               4               7 23.5% 36.4% 55% 86%
CTS Corp             15               4             11             12               4               8 26.7% 33.3% 25% 38%
Tootsie Roll Industries             10               2               8             14               4             10 20.0% 28.6% -29% -20%
ACCO Brands               6              (4)             10              -                (4)               4 -66.7% NM NM 150%
John Bean Technologies               2              -                 2             17              (1)             18 0.0% -5.9% -88% -89%
Knowles              -                -                -                (6)              (1)              (5) NM 16.7% -100% -100%
Century Aluminum              (1)              (1)              -              (15)              -              (15) 100.0% 0.0% -93% -100%
Akorn            (36)              (7)            (29)             65             24             41 19.4% 36.9% -155% -171%
TreeHouse Foods            (44)            (10)            (34)             40             12             28 22.7% 30.0% -210% -221%
Horizon Pharma plc          (157)              -            (157)          (138)            (47)            (91) 0.0% 34.1% 14% 73%
AveXis          (222)              -            (222)            (30)              -              (30) 0.0% 0.0% -640% -640%
Total 33 Manufacturing Cos        9,554        1,467        8,087        6,757        1,745        5,012 15.4% 25.8% 41% 61%
Financial Cos
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%
Equity Commonwealth           191               3           188             24              -               24 1.6% 0.0% 696% 683%
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%
GATX Corp             97             21             76             78             21             57 21.6% 26.9% 24% 33%
Ventas             77              (3)             80           153              (3)           156 -3.9% -2.0% -50% -49%
MB Financial             71             14             57             76             21             55 19.7% 27.6% -7% 4%
Kemper Corp             67             13             54              (3)              (3)              -   19.4% 100.0% -2333% NM
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%
Morningstar             55             13             42             26               8             18 23.6% 30.8% 112% 133%
First Midwest Bancorp             43             10             33             34             11             23 23.3% 32.4% 26% 43%
Retail Properties of America             42              -               42              (9)              -                (9) 0.0% 0.0% -567% -567%
First Industrial Realty Trust             37              -               37             23              -               23 0.0% 0.0% 61% 61%
First Busey             30               8             22             24               9             15 26.7% 37.5% 25% 47%
Horace Mann Educators             24               4             20             18               3             15 16.7% 16.7% 33% 33%
RLI Corp             14               2             12             27               7             20 14.3% 25.9% -48% -40%
Old Republic Intl              (6)            (10)               4           165             52           113 166.7% 31.5% -104% -96%
Total 25 Financial Cos        5,404           912        4,492        4,667        1,260        3,407 16.9% 27.0% 16% 32%
Technology Cos
CDW Corp           166             39           127             74             16             58 23.5% 21.6% 124% 119%
Motorola Solutions           140             23           117           120             42             78 16.4% 35.0% 17% 50%
CDK Global           135             37             98           110             32             78 27.4% 29.1% 23% 26%
Zebra Technologies           133             24           109              (2)            (10)               8 18.0% 500.0% 6750% 1263%
Cabot Microelectronics             37               7             30             23               5             18 18.9% 21.7% 61% 67%
Enova Intl             35               7             28             21               7             14 20.0% 33.3% 67% 100%
GrubHub             31              -               31             25               7             18 0.0% 28.0% 24% 72%
Paylocity             21            (18)             39             15              -               15 -85.7% 0.0% 40% 160%
Cars.com               1              -                 1             27              -               27 0.0% 0.0% -96% -96%
Groupon              (5)              (2)              (3)            (16)               5            (21) 40.0% -31.3% -69% -86%
Envestnet              (6)            (14)               8              (9)               4            (13) 233.3% -44.4% -33% -162%
Cision Ltd            (18)            (18)              -              (30)              (7)            (23) 100.0% 23.3% -40% -100%
Total 12 Technology Cos           670             85           585           358           101           257 12.7% 28.2% 87% 128%
Wholesaling Cos
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%
Univar             75             10             65             24               1             23 13.3% 4.2% 213% 183%
US Foods Holding             63              (4)             67             35               8             27 -6.3% 22.9% 80% 148%
Anixter Intl             46             14             32             50             19             31 30.4% 38.0% -8% 3%
Total 5 Wholesaling Cos           693           136           557           593           188           405 19.6% 31.7% 17% 38%
Giant Utility Co
Exelon           695             59           636        1,182           211           971 8.5% 17.9% -41% -35%
Cos in All Other Sectors
McDonalds        1,888           513        1,375        1,808           593        1,215 27.2% 32.8% 4% 13%
Hyatt Hotels           561           150           411             89             34             55 26.7% 38.2% 530% 647%
Tribune Media           198             57           141          (153)            (52)          (101) 28.8% 34.0% 229% 240%
United Continental Holdings           184             37           147           150             51             99 20.1% 34.0% 23% 48%
Fortune Brands Home&Security           107             32             75           104             26             78 29.9% 25.0% 3% -4%
Telephone and Data Systems             81             24             57             77             34             43 29.6% 44.2% 5% 33%
United States Cellular             77             22             55             61             33             28 28.6% 54.1% 26% 96%
Jones Lang LaSalle             56             13             43               9               1               8 23.2% 11.1% 522% 438%
Adtalem Global Education             52               8             44             43               7             36 15.4% 16.3% 21% 22%
Stericycle             29               7             22             90             31             59 24.1% 34.4% -68% -63%
Camping World Holdings             24               7             17             55               5             50 29.2% 9.1% -56% -66%
Hub Group             21               5             16             16               6             10 23.8% 37.5% 31% 60%
Career Education             21               3             18             10               4               6 14.3% 40.0% 110% 200%
Navigant Consulting             17               5             12             18               7             11 29.4% 38.9% -6% 9%
Coeur Mining             13             12               1             29             11             18 92.3% 37.9% -55% -94%
Allscripts Healthcare Solutions            (36)              (3)            (33)              (9)              -                (9) 8.3% 0.0% 300% 267%
Total 16 in all Other Sectors        3,293           892        2,401        2,397           791        1,606 27.1% 33.0% 37% 50%
Total all 92 Illinois Cos      20,309        3,551      16,758      15,954        4,296      11,658 17.5% 26.9% 27% 44%


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