Quarterly figures on 26.01.2023...

Can the numbers still mess up this day?⤵️

First-quarter earnings per share of $2.18 beat analyst estimates of $2.01. Revenue of $7.9 billion beat expectations of $7.7 billion.

$INTC (-1.16%)
Intel:

Misses analyst estimates of $0.23 in the fourth quarter with earnings per share of $0.10. Revenue of $14 billion below expectations of $14.57 billion. Intel expects first quarter revenue of only $10.5-11.5 billion (Wall Street consensus $13.96 billion).

$MA (+0.44%)
MasterCard:

Beat analyst estimates of $2.58 with fourth-quarter earnings per share of $2.65. Revenue of $5.8 billion in line with expectations.

$MC (+1.36%)
LVMH:

Improves fourth-quarter sales organically by nine percent to 22.7 billion euros. Full-year revenue at 79.2 billion, up from 64.2 billion a year earlier. Operating profit 2022 at 21.05 billion euros (previous year 17.2 billion). Net profit at 14.1 billion (previous year 12 billion).

$SAP (+1.79%)
SAP:

Achieves 4th. Q4 revenue of €8.44 billion (PY: €7.98 billion, analyst forecast: €8.56 billion), cloud revenue of €3.39 (PY: €2.61 billion, forecast: €3.48 billion), Ebit (adjusted) of €2.47 billion (forecast: €2.56 billion), free cash flow of €4.35 billion (PY: €5.05 billion), and net income of €332 million (PY: €1.44 billion, forecast: €845 million). In the 2023 outlook, SAP expects revenue (cloud and software, constant currency) of €28.2 billion to €28.7 billion (forecast: €28.7 billion), cloud revenue (constant currency) of €15.3 billion to €15.7 billion (forecast: €15.8 billion), free cash flow of around €5.0 (PY: €4.35 billion) and Ebit (constant currency) of €8.8 to €9.1 billion (forecast: €8.98 billion), medium-term targets until 2025 confirmed. SAP expects earnings before interest and taxes (currency-adjusted) adjusted for special effects to increase by 10% to 13% to €8.8 billion to €9.1 billion in 2023. SAP aims to generate between 22% and 25% more revenue from cloud software in the current year adjusted for special effects, while CEO Christian Klein expects an increase of between 6% and 8% in total product revenue.

$AAL (+0.1%)
American Airlines Group Inc:

Beat analysts' estimates of $0.83 in fourth-quarter earnings per share of $1.17. Revenue of $13.2 billion beat expectations of $12.88 billion.

$DGE (-0.94%)
Diageo:

Spirits maker Diageo earned more in the first half of fiscal 2022/23 thanks to increased sales volume and higher prices. The London-based maker of Johnnie Walker Scotch whisky, Guinness stout and Smirnoff vodka posted a pretax profit of 3.06 billion pounds (3.5 billion euros) in the six months to Dec. 31, up from 2.72 billion pounds a year earlier. The company said organic net sales grew 9.4 percent, above the company's consensus estimate of 7.9 percent. This was driven by organic volume growth of 1.8 percent and positive price/mix of 7.6 percent, primarily from price increases across all regions. The company added that organic net sales of super premium plus brands grew 12 percent. Net sales rose to 9.42 billion from 7.96 billion pounds a year earlier. A FactSet consensus estimate, based on forecasts from three analysts, saw Diageo's net sales at 9.22 billion pounds. Operating profit was 3.16 billion pounds, up from 2.74 billion a year earlier. The board declared an interim dividend of 30.83 pence per share, up from 29.36 pence a year ago.

$SRT (+2.79%)
Sartorius:

Achieves 2022 sales of €4.18 billion (previous year: €3.45 billion, analyst forecast: €4.2 billion); order intake of €4 billion (previous year: €4.27 billion); Ebitda (adjusted) of €1.41 billion (previous year: €1.18 billion, forecast: €1.4 billion); and adjusted net profit of €655 million (previous year: €553 million, forecast: €665 million). In the outlook for 2023, the company expects sales to increase by a low single-digit percentage. For 2025, sales are seen at €5.5 billion (previously: approx. €5 billion).

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Daniele@Daniele5991

1Yr

However, LVMH missed the profit expectation. Higher sales and marketing costs 🙌

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

@Daniele5991 Yes, that's true. But sales are growing, and I think that's a bit more important in this case. That many had some problems with profits in 2022 is nothing new.

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@MitVerstandzumKapital That's right, of course. I also have LVMH in my portfolio. Luxury goods did really well last year. But was still punished today 😟

@Daniele5991 Yes, that is also the outlook. But it is also clear that the profit has shrunk. But this will not be sustainable, because growth is also important for many people.

Joris@Joris

Thanks for the figures. Where can you now see the current result for Visa for the complete year 2022? And also the key figures that are calculated from this? P/E ratio, P/B ratio etc.

@Joris oh, there are many, many sites. Investing.com is a good platform for this but also Finanzen.net you will find. But I have learned over the years that you rarely find everything you are looking for on one site. I also use a mix of many, so to speak.

Moritz@leveragegrinding

by the way, if you want the work to always appear under the shares, always write the abbreviation after the companies :) LVMH $MC

@leveragegrinding oh that I actually always do, yesterday evening forgotten. Thanks for the tip

Deleted User

Comment was deleted

@ausgeklammert that sounds like a good design when I look at the data. Could be something 🤑

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