The Xchange Blog

Q1 Earnings Hit the Street

Earnings season is here, and all eyes are on the tech, financials and industrials sectors. Big names like Netflix, Salesforce and TD Ameritrade are expected to deliver earnings growth of 50% or more in their next quarterly reports. 

Here is a list of ideas to keep in mind for trading Q1 Earnings Season:
• Over 15% of the S&P 500 reports from 4/16 through 4/20.
• Over 40% of the S&P 500 reports from 4/23 through 4/27.
• Over 21% of the S&P 500 reports from 4/30 through 5/4.
• Almost 69% of the Russell 1000 Financials reports earnings by 4/27.
• The majority of Dow Jones Indexes, including transports, aerospace and defense, report 4/23 through 4/27.

Direxion leveraged and inverse ETFs offer the ability to hedge or potentially capture gains from index movements triggered by these earning reports. Some of the largest constituents in the S&P 500 and other notable indexes, along with their respective earnings dates are listed below. We have also included the related Direction ETFs for each respective index as you consider trading sectors that may provide opportunity.

 

Quarterly Earnings Calendar

(All index data as of 1/31/2018)

Russell 1000 Financial Services Index (RGUSFLA)      Russell 2000® Index (RU20INTR)   
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
BERKSHIRE HATHAWAY INC-CL B BRK/B UN 7.20% 5/4/2018 NEKTAR THERAPEUTICS NKTR UW 0.74% 5/2/2018
JPMORGAN CHASE & CO JPM UN 7.14% 4/13/2018 GRUBHUB INC GRUB UN 0.41% 4/27/2018
BANK OF AMERICA CORP BAC UN 5.36% 4/16/2018 BLUEBIRD BIO INC BLUE UW 0.39% 5/3/2018
WELLS FARGO & CO WFC UN 4.35% 4/13/2018 SAGE THERAPEUTICS INC SAGE UQ 0.31% 5/3/2018
VISA INC-CLASS A SHARES V UN 4.14% 4/19/2018 MKS INSTRUMENTS INC MKSI UW 0.29% 5/2/2018
CITIGROUP INC C UN 3.34% 4/13/2018 CURTISS-WRIGHT CORP CW UN 0.28% 5/2/2018
MASTERCARD INC – A MA UN 3.05% 5/2/2018 KNIGHT-SWIFT TRANSPORTATION KNX UN 0.28% 5/8/2018
GOLDMAN SACHS GROUP INC GS UN 1.67% 4/17/2018 ASPEN TECHNOLOGY INC AZPN UW 0.28% 4/26/2018
PAYPAL HOLDINGS INC PYPL UW 1.64% 4/25/2018 EPAM SYSTEMS INC EPAM UN 0.28% 4/20/2018
US BANCORP USB UN 1.49% 4/18/2018 ENCOMPASS HEALTH CORP EHC UN 0.27% 5/3/2018

Related Funds:

Related Funds:

S&P 500 Index (SPXT) Energy Select Sector Index (IXETR)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
APPLE INC AAPL UW 3.84% 5/1/2018 EXXON MOBIL CORP XOM UN 23.30% 4/27/2018
MICROSOFT CORP MSFT UW 3.11% 4/26/2018 CHEVRON CORP CVX UN 17.27% 4/27/2018
AMAZON.COM INC AMZN UW 2.53% 4/26/2018 SCHLUMBERGER LTD SLB UN 7.03% 4/20/2018
FACEBOOK INC-A FB UW 1.70% 4/25/2018 CONOCOPHILLIPS COP UN 4.85% 5/1/2018
BERKSHIRE HATHAWAY INC-CL B BRK/B UN 1.70% 5/4/2018 EOG RESOURCES INC EOG UN 4.60% 5/3/2018
JPMORGAN CHASE & CO JPM UN 1.68% 4/13/2018 OCCIDENTAL PETROLEUM CORP OXY UN 4.04% 5/8/2018
JOHNSON & JOHNSON JNJ UN 1.53% 4/17/2018 HALLIBURTON CO HAL UN 3.29% 4/23/2018
EXXON MOBIL CORP XOM UN 1.40% 4/27/2018 PHILLIPS 66 PSX UN 3.27% 4/27/2018
ALPHABET INC-CL C GOOG UW 1.39% 4/23/2018 VALERO ENERGY CORP VLO UN 3.24% 4/26/2018
ALPHABET INC-CL A GOOGL UW 1.37% 4/23/2018 MARATHON PETROLEUM CORP MPC UN 2.80% 4/26/2018

Related Funds:

Related Funds:

Health Care Select Sector Index (IXVTR) Technology Select Sector Index (IXTTR)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
JOHNSON & JOHNSON JNJ UN 11.11% 4/17/2018 APPLE INC AAPL UW 14.35% 5/1/2018
UNITEDHEALTH GROUP INC UNH UN 6.94% 4/17/2018 MICROSOFT CORP MSFT UW 11.61% 4/26/2018
PFIZER INC PFE UN 6.92% 5/1/2018 FACEBOOK INC-A FB UW 6.37% 4/25/2018
ABBVIE INC ABBV UN 4.84% 4/26/2018 ALPHABET INC-CL C GOOG UW 5.19% 4/23/2018
MERCK & CO. INC. MRK UN 4.78% 5/1/2018 ALPHABET INC-CL A GOOGL UW 5.11% 4/23/2018
AMGEN INC AMGN UW 3.66% 4/26/2018 INTEL CORP INTC UW 3.82% 4/26/2018
MEDTRONIC PLC MDT UN 3.48% 5/24/2018 AT&T INC T UN 3.68% 4/25/2018
ABBOTT LABORATORIES ABT UN 3.36% 4/18/2018 VISA INC-CLASS A SHARES V UN 3.62% 4/19/2018
BRISTOL-MYERS SQUIBB CO BMY UN 3.33% 4/26/2018 CISCO SYSTEMS INC CSCO UW 3.36% 5/16/2018
GILEAD SCIENCES INC GILD UW 3.15% 5/1/2018 VERIZON COMMUNICATIONS INC VZ UN 3.32% 4/24/2018

Related Funds:

Related Funds:

S&P Utilities Select Sector Index (IXUTR) S&P Industrial Select Sector Index (IXITR)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
NEXTERA ENERGY INC NEE UN 11.94% 4/20/2018 BOEING CO/THE BA UN 7.91% 4/25/2018
DUKE ENERGY CORP DUK UN 8.44% 5/8/2018 3M CO MMM UN 5.62% 4/24/2018
SOUTHERN CO/THE SO UN 6.98% 5/2/2018 GENERAL ELECTRIC CO GE UN 5.08% 4/20/2018
DOMINION ENERGY INC D UN 6.84% 5/3/2018 HONEYWELL INTERNATIONAL INC HON UN 4.75% 4/20/2018
EXELON CORP EXC UN 5.77% 5/2/2018 UNION PACIFIC CORP UNP UN 4.67% 4/26/2018
AMERICAN ELECTRIC POWER AEP UN 5.27% 4/26/2018 UNITED TECHNOLOGIES CORP UTX UN 4.06% 4/25/2018
SEMPRA ENERGY SRE UN 4.40% 5/8/2018 CATERPILLAR INC CAT UN 3.81% 4/24/2018
PUBLIC SERVICE ENTERPRISE GP PEG UN 3.94% 4/30/2018 LOCKHEED MARTIN CORP LMT UN 3.68% 4/24/2018
CONSOLIDATED EDISON INC ED UN 3.75% 5/3/2018 UNITED PARCEL SERVICE-CL B UPS UN 3.18% 4/26/2018
XCEL ENERGY INC XEL UW 3.58% 4/26/2018 RAYTHEON COMPANY RTN UN 2.73% 4/26/2018

Related Funds:

Related Funds:

S&P Retail Select Industry Index (SPSIRETR) S&P Biotechnology Select Industry Index (SPSIBITR)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
GUESS? INC GES UN 1.80% 5/23/2018 SPARK THERAPEUTICS INC ONCE UW 1.69% 5/8/2018
FINISH LINE/THE – CL A FINL UW 1.68% 6/22/2018 RADIUS HEALTH INC RDUS UQ 1.63% 4/30/2018
DSW INC-CLASS A DSW UN 1.48% 5/22/2018 SAREPTA THERAPEUTICS INC SRPT UW 1.52% 4/26/2018
TAILORED BRANDS INC TLRD UN 1.43% 6/6/2018 REGENERON PHARMACEUTICALS REGN UW 1.51% 5/3/2018
DOLLAR GENERAL CORP DG UN 1.38% 5/31/2018 AMICUS THERAPEUTICS INC FOLD UQ 1.50% 5/8/2018
FIVE BELOW FIVE UW 1.37% 5/31/2018 INTERCEPT PHARMACEUTICALS IN ICPT UW 1.49% 5/3/2018
ABERCROMBIE & FITCH CO-CL A ANF UN 1.37% 5/24/2018 CELGENE CORP CELG UW 1.48% 4/26/2018
HIBBETT SPORTS INC HIBB UW 1.36% 5/17/2018 UNITED THERAPEUTICS CORP UTHR UW 1.47% 4/25/2018
DICK’S SPORTING GOODS INC DKS UN 1.35% 5/15/2018 BIOMARIN PHARMACEUTICAL INC BMRN UW 1.46% 5/3/2018
BURLINGTON STORES INC BURL UN 1.35% 5/24/2018 BIOGEN INC BIIB UW 1.45% 4/24/2018

Related Funds:

Related Funds:

S&P Oil & Gas Exploration and Production Index (SPSIOP) S&P Regional Banks Select Industry Index (SPSIRBKT)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
CONTINENTAL RESOURCES INC/OK CLR UN 2.08% 5/2/2018 TEXAS CAPITAL BANCSHARES INC TCBI UW 1.95% 4/18/2018
CALLON PETROLEUM CO CPE UN 2.07% 5/3/2018 CIT GROUP INC CIT UN 1.92% 4/24/2018
WHITING PETROLEUM CORP WLL UN 2.06% 5/2/2018 FIRST REPUBLIC BANK/CA FRC UN 1.91% 4/13/2018
DELEK US HOLDINGS INC DK UN 2.03% 5/8/2018 COMERICA INC CMA UN 1.90% 4/17/2018
APACHE CORP APA UN 2.03% 5/3/2018 CULLEN/FROST BANKERS INC CFR UN 1.89% 4/25/2018
RSP PERMIAN INC RSPP UN 2.01% 5/1/2018 M & T BANK CORP MTB UN 1.89% 4/16/2018
ENERGEN CORP EGN UN 2.01% 5/3/2018 PEOPLE’S UNITED FINANCIAL PBCT UW 1.89% 4/19/2018
CARRIZO OIL & GAS INC CRZO UW 2.00% 4/3/2018 PNC FINANCIAL SERVICES GROUP PNC UN 1.89% 4/13/2018
PARSLEY ENERGY INC-CLASS A PE UN 2.00% 5/3/2018 FIRST HORIZON NATIONAL CORP FHN UN 1.88% 4/12/2018
CONOCOPHILLIPS COP UN 1.98% 5/1/2018 SUNTRUST BANKS INC STI UN 1.88% 4/20/2018
Related Funds:

Related Funds:

MSCI US REIT Index (RMS G) PHLX Semiconductor Sector Index (XSOX)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
SIMON PROPERTY GROUP INC SPG UN 6.15% 4/29/2018 INTEL CORP INTC UW 8.30% 4/26/2018
PROLOGIS INC PLD UN 4.22% 4/17/2018 TEXAS INSTRUMENTS INC TXN UW 7.92% 4/24/2018
EQUINIX INC EQIX UW 4.14% 4/25/2018 BROADCOM LTD AVGO UW 7.89% 5/24/2018
PUBLIC STORAGE PSA UN 4.04% 4/25/2018 NVIDIA CORP NVDA UW 7.79% 5/8/2018
AVALONBAY COMMUNITIES INC AVB UN 2.90% 4/25/2018 QUALCOMM INC QCOM UW 7.02% 4/25/2018
EQUITY RESIDENTIAL EQR UN 2.90% 4/24/2018 MICRON TECHNOLOGY INC MU UW 4.37% 6/21/2018
DIGITAL REALTY TRUST INC DLR UN 2.74% 4/26/2018 LAM RESEARCH CORP LRCX UW 4.32% 4/17/2018
WELLTOWER INC WELL UN 2.59% 5/3/2018 MICROCHIP TECHNOLOGY INC MCHP UW 4.25% 5/8/2018
BOSTON PROPERTIES INC BXP UN 2.42% 4/24/2018 TAIWAN SEMICONDUCTOR-SP ADR TSM UN 4.21% 4/19/2018
VENTAS INC VTR UN 2.28% 4/26/2018 ANALOG DEVICES INC ADI UW 4.20% 5/30/2018

Related Funds:

 Related Funds:

Dow Jones Transportation Average (DJTTR) Dow Jones U.S. Select Aerospace & Defense (DJSASDT)
Top 10 Weights Ticker Weight in the index Earnings Release Date Top 10 Weights Ticker Weight in the index Earnings Release Date
FEDEX CORP FDX UN 14.22% 6/19/2018 BOEING CO/THE BA UN 10.41% 4/25/2018
NORFOLK SOUTHERN CORP NSC UN 7.95% 4/25/2018 UNITED TECHNOLOGIES CORP UTX UN 7.55% 4/25/2018
UNION PACIFIC CORP UNP UN 7.95% 4/26/2018 LOCKHEED MARTIN CORP LMT UN 7.33% 4/24/2018
HUNT (JB) TRANSPRT SVCS INC JBHT UW 6.95% 4/16/2018 RAYTHEON COMPANY RTN UN 6.39% 4/26/2018
KANSAS CITY SOUTHERN KSU UN 6.45% 4/20/2018 NORTHROP GRUMMAN CORP NOC UN 6.30% 4/25/2018
LANDSTAR SYSTEM INC LSTR UW 6.42% 4/25/2018 GENERAL DYNAMICS CORP GD UN 6.26% 4/25/2018
UNITED PARCEL SERVICE-CL B UPS UN 6.20% 4/26/2018 ROCKWELL COLLINS INC COL UN 3.88% 4/27/2018
C.H. ROBINSON WORLDWIDE INC CHRW UW 5.53% 4/24/2018 HARRIS CORP HRS UN 3.66% 5/3/2018
KIRBY CORP KEX UN 4.62% 4/25/2018 L3 TECHNOLOGIES INC LLL UN 3.36% 4/26/2018
RYDER SYSTEM INC R UN 4.26% 4/24/2018 TRANSDIGM GROUP INC TDG UN 3.27% 5/8/2018
Related Funds:

 Related Funds:

 

 

 

Q1 2018 Earnings Season

  Second Full Week of April Third Full Week of April Last Full Week of April First Full Week of May Second Full Week of May Third Full Week of May Fourth Full Week of May Last Week of May
% of Each Index Reporting 4/9 – 4/13 4/16 – 4/20 4/23 – 4/27 4/30 – 5/4 5/7 – 5/11 5/14 – 5/18 5/21 – 5/25 5/29 – 6/1
S&P 500 Index (SPXL, SPXS, SPUU) 4.53% 15.70% 41.15% 21.94% 4.79% 3.87% 2.84% 0.84%
S&P 400 Index (MIDU, MIDZ) 1.61% 11.17% 31.54% 34.87% 9.55% 1.99% 3.70% 1.73%
Russell 2000 Index (TNA, TZA, SMLL) 0.40% 7.70% 26.59% 34.46% 18.56% 2.30% 2.11% 2.03%
Russell 1000 Financials (FAS, FAZ) 18.01% 25.45% 24.76% 28.17% 3.12% 0.23% 0.12% 0.00%
S&P Technology Select Sector (TECL, TECS) 0.00% 7.45% 47.47% 22.72% 3.69% 6.32% 3.94% 0.56%
S&P Energy Select Sector (ERX, ERY) 1.67% 10.33% 57.97% 23.10% 6.94% 0.00% 0.00% 0.00%
S&P Health Care Select Sector (CURE) 0.00% 26.18% 37.42% 28.02% 2.56% 1.64% 3.48% 0.72%
S&P Utilites Select Sector (UTSL) 0.00% 11.94% 20.71% 51.18% 16.16% 0.00% 0.00% 0.00%
S&P Industrials Select Sector (DUSL) 2.18% 19.42% 60.86% 9.62% 1.45% 2.18% 0.00% 0.00%
PHILA Semiconductors Index (SOXL, SOXS) 0.00% 15.95% 42.35% 5.10% 14.12% 3.94% 9.96% 4.20%
ISE Natural Gas Index (GASL, GASX) 0.00% 0.00% 23.04% 60.39% 15.82% 0.00% 0.00% 0.00%
S&P Retail Select Industry (RETL) 1.23% 2.85% 12.29% 11.64% 10.03% 18.62% 24.02% 6.40%
S&P Biotech Select Industry (LABU, LABD) 0.00% 0.86% 17.69% 33.68% 43.63% 2.66% 0.00% 0.00%
S&P Oil & Gas Select Industry (GUSH, DRIP) 0.00% 1.77% 21.37% 57.53% 16.73% 0.00% 0.13% 0.00%
S&P Regional Banks Select Industry (DPST, WDRW) 8.84% 44.65% 44.97% 1.23% 0.31% 0.00% 0.00% 0.00%
Dow Jones U.S. Home Builders (NAIL) 0.00% 9.75% 41.07% 7.15% 8.37% 5.74% 9.37% 0.65%
Dow Jones Transportation Average (TPOR) 3.09% 20.64% 53.84% 4.49% 3.71% 0.00% 0.00% 0.00%
Dow Jones Aerospace & Defense (DFEN) 0.00% 5.14% 56.52% 19.29% 9.62% 0.00% 5.50% 1.42%
MSCI U.S. REIT (DRN, DRV) 0.00% 6.58% 38.60% 39.03% 14.99% 0.61% 0.00% 0.00%

 

 

 


 

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