Sector Statistics Report

Data Collection Period

Data collected for fiscal quarters ending within the reporting period. Companies are matched by ticker symbol across time periods.

Growth Calculations

• Quarter-over-Quarter (QoQ): Compares current quarter to previous quarter (2-5 months prior for flexibility)
• Year-over-Year (YoY): Compares current quarter to same quarter last year (11-14 months prior)
• Outlier Handling: Growth rates are capped at -100% to +200% to prevent extreme outliers from skewing averages
• Minimum Revenue Threshold: Only companies with >$1M revenue in comparison period are included in growth calculations

Earnings Surprises

• Beat: Actual EPS > Estimated EPS
• Meet: Actual EPS = Estimated EPS
• Miss: Actual EPS < Estimated EPS

Price Reaction

Stock price percentage change following earnings announcement (typically measured as close-to-close or intraday swing).

Main Statistics Query

SELECT
    e.symbol,
    e.revenue as current_revenue,
    e.eps as current_eps,

    -- Previous quarter (flexible 2-5 month lookback)
    (SELECT revenue FROM earningscalendar
     WHERE symbol = e.symbol
     AND fiscalDateEnding < e.fiscalDateEnding
     AND fiscalDateEnding >= DATE_SUB(e.fiscalDateEnding, INTERVAL 5 MONTH)
     ORDER BY fiscalDateEnding DESC LIMIT 1) as prev_quarter_revenue,

    -- Previous year (11-14 month lookback)
    (SELECT revenue FROM earningscalendar
     WHERE symbol = e.symbol
     AND fiscalDateEnding BETWEEN DATE_SUB(e.fiscalDateEnding, INTERVAL 14 MONTH)
         AND DATE_SUB(e.fiscalDateEnding, INTERVAL 11 MONTH)
     ORDER BY ABS(DATEDIFF(fiscalDateEnding, DATE_SUB(e.fiscalDateEnding, INTERVAL 1 YEAR)))
     LIMIT 1) as prev_year_revenue

FROM earningscalendar e
JOIN ticker t ON e.symbol = t.ticker
WHERE t.sector = 'Financial Services'
AND e.fiscalDateEnding IS NOT NULL
AND e.revenue > 1000000  -- Minimum revenue threshold