Research Insight ® Data Items List PoPulatIon & CoveRage
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Research Insight® Data Items List Population & Coverage Clean consistent data Standard & Poor’s Compustat® provides comprehensive fundamental and market data used by money/portfolio managers, investment bankers, management consultants, corporations, leading business schools and analysts for their research, portfolio and trading strategies. Research Insight® North America provides you with up to 20 years of annual and monthly data and up to 48 quarters of quarterly data for more than 28,500 U.S. and Canadian companies. History from 1950 53,000 companies from 103 countries 75,000 securities 3,000 validity checks Data Collection and Standardization Transparent data is the underlying factor for producing superior company and market analysis. Our Compustat research team rigorously examines original company sources by carefully extracting financial information, removing reporting biases and reconciling data discrepancies. Our in-depth collection process includes: • Alignment of data according to Financial Accounting Standards Board (FASB), Securities & Exchange Commission (SEC) and GAAP (including IFRS) guidelines and principles • Using staff analysts with expertise in global accounting practices that ensure the quality of data integrated from third-party partners • Extracting valuable information from the financial statement notes for added insight • Completing comprehensive data reviews for logic, reasonability, acceptable value, data integration and trends, and performing over 17,000 system-based validity checks on annual and quarterly data sets Companies often present their financial results in a variety of formats, making it difficult to construct parallel company comparisons on an “apples-to-apples” basis. After collecting data from a diverse set of sources, we standardize it by financial statement and by specific data item definition, preparing information that is comparable across companies, industries and time periods. The data described here is available through Standard & Poor’s Research Insight® North America. • • • • • • • • • • • • • More than 25,500 U.S. Active & Inactive Companies More than 3,000 Canadian Companies 600+ S&P Indexes Fundamental Data for S&P Indexes Business & Geographic Segments for 7 Years More than 1,000 Data Items, Ratios & Growth Rates Annual & Quarterly Financial Data Up to 20 years of Monthly Prices & Dividends 10 years of Daily Prices * Daily updates Thomson First Call and I/B/E/S Earnings Estimates * Annual Data back to 1950* Textual Databases: Business Descriptions, Trends & Projections Data Item Name Balance Sheet • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 2 Accounts Payable - Note Accounts Payable - Quarterly Accounts Payable - Quarterly - Note Accounts Payable Accrued Expenses Accumulated Depreciation Total - Quarterly - Note Accumulated Depreciation, Depletion, and Amortization - Total Accumulated Depreciation, Depletion, and Amortization - Total - Note Accumulated Depreciation, Depletion, and Amortization - Total - Quarterly Accumulated Depreciation, Depletion, and Amortization - Total - Quarterly - Note Adoption of Accounting Changes Assets - Other Assets - Other - Excluding Deferred Charges Assets - Other - Quarterly Assets - Total Assets - Total - Note Assets - Total - Quarterly Assets - Total - Quarterly - Note Assets/Level 1 (Quoted Prices) Assets/Level 2 (Observable) Assets/Level 3 (Unobservable) Assets/Netting & Other Adj Capital Surplus Capital Surplus - Note Capital Surplus - Quarterly Capital Surplus - Quarterly - Note Cash Cash and Equivalents Cash and Equivalents - Quarterly Common Equity - Total Common Equity - Total - Quarterly Common Stock Common Stock - Note Common Stock - Per Share Carrying Value Common Stock - Quarterly Common Stock - Quarterly - Note Current Assets - Other Current Assets - Other - Excluding Prepaid Expenses Current Assets - Other- Quarterly Current Assets - Total Current Assets - Total - Quarterly Current Liabilities - Other Current Liabilities - Other - Quarterly Current Liabilities - Other Excluding Accrued Expenses Current Liabilities - Total Current Liabilities - Total - Quarterly Debt - Total Debt - Total - Quarterly Debt Due in 1st Year Debt in Current Liabilities Debt in Current Liabilities - Quarterly Debt in Current Liabilities - Quarterly - Note Deferred Charges Deferred Tax Assets (Long-Term) Deferred Taxes (Balance Sheet) Deferred Taxes and Investment Tax Credit Deferred Taxes and Investment Tax Credit - Quarterly Income Tax Refund Income Taxes Payable Income Taxes Payable - Note Income Taxes Payable - Quarterly Income Taxes Payable - Quarterly - Note • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Intangibles Inventories - Total Inventories - Total - Quarterly Invested Capital - Total Invested Capital - Total - Quarterly Investment Tax Credit (Balance Sheet) Investments and Advances - Equity Method Investments and Advances - Other Liabilities - Other Liabilities - Other - Quarterly Liabilities - Total Liabilities - Total - Quarterly Liabilities/Level 1 (Quoted Prices) Liabilities/Level 2 (Observable) Liabilities/Level 3 (Unobservable) Liabilities/Netting & Other Adj Long-Term Debt - Total Long-Term Debt - Total - Note Long-Term Debt - Total - Quarterly Long-Term Debt - Total - Quarterly - Note Minority Interest (Balance Sheet) Minority Interest (Balance Sheet) - Quarterly Notes Payable PP&E (Gross) - Total PP&E (Gross) - Total - Quarterly PP&E (Net) - Total PP&E (Net) - Total - Note PP&E (Net) - Total - Quarterly Preferred Stock Preferred Stock - Nonredeemable Preferred Stock - Note Preferred Stock - Quarterly Preferred Stock - Redeemable Preferred Stock - Redeemable - Quarterly Prepaid Expenses Real Estate Property - Total Real Estate Property - Total - Quarterly Receivables - Current Other including Tax Refunds - Quarterly Receivables - Estimated Doubtful Receivables - Other Current Receivables - Total Receivables - Total - Quarterly Receivables - Trade Retained Earnings Retained Earnings - Cumulative Transaction Adjustment Retained Earnings - Note Retained Earnings - Quarterly Retained Earnings - Quarterly - Note Short-Term Investments Stockholders’ Equity Stockholders’ Equity - Quarterly Total Fair Value Assets Total Fair Value Changes Included in Earnings Total Fair Value Liabilities Treasury Stock - Dollar Amount - Total Treasury Stock - Dollar Amount - Total - Quarterly Treasury Stock - Number of Common Shares Unbilled Receivables Business Segment • • • • • • • Availability Codes - Segment Business Segment Name Business Segments - Actual Number Capital Expenditures (Business Segment) Capital Expenditures (Business Segment) - Note Customer Name(s) - Primary (Business Segment) Depreciation, Depletion, and Amortization (Business Segment) • Employees (Business Segment) • Employees (Business Segment) - Note • Equity in Earnings - Unconsolidated Subsidiaries (Business Segment) • Equity in Earnings - Unconsolidated Subsidiaries (Business Segment) - Note • Foreign Governments (Business Segment) • Identifiable Assets - Business Segment • Identification Codes - Segment • Investments at Equity (Business Segment) • Operating Profit (Business Segment) • Operating Profit (Business Segment) - Note • Order Backlog (Business Segment) • Principle Product Names (Business Segment) • Principle Product(s) SIC(s) (Business Segment) • R&D - Company Sponsored (Business Segment) • R&D - Company Sponsored (Business Segment) Note • R&D - Customer Sponsored (Business Segment) • Sales of Principle Product(s) (Business Segment) • Sales (Net) (Business Segment) • Sales (Net) (Business Segment) - Note • Sales to Domestic Government (Business Segment) • Sales to Foreign Government (Business Segment) • Sales to Principal Customer(s) (Business Segment) • Sales to Principal Customer(s) (Business Segment) - Note • SIC Codes - Business Segment (Primary and Secondary) • Source Code - Business Segment • Update Code - Business Segment Canadian Data • • • • • • • • • • • • • • • • • • • • • Consumer Price Index - All Items - Canada Employment - Canada Government Bonds 10 Year and Over - Canada Government Bonds - 30 Year - Canada Government Notes - 5 Year - Canada Government Notes - 10 Year - Canada Gross Domestic Product - Canada Housing Starts (Units) - Canada Industrial Product Price Index - Canada Prime Interest Rate - Canada Raw Material Price Index - Canada Retail Sales - Total - Canada Sale of Passenger Cars - Canada Treasury Bill - 3 Month - Canada Treasury Bill - 12 Month - Canada Unemployment Rate - Canada Common Stock Float Shares - Canada EPS - 12-Month Moving Historical - Canada Market Float Value - Canada Market Float Value - Monthly - Canada Price to Historical Earnings Per Share - Canada Columbine Capital Data • • • • • • • • • • • • Beta (Columbine Capital Services) Book Value (Columbine Capital Services) Cash Flow (Columbine Capital Services) Columbine Alpha - Decile Columbine Alpha - Score Columbine/First Call - Decile Columbine/First Call - Score Combo Model - Decile Columbine Sector Model - Decile Combo Model - Score Columbine Sector Model - Percentile Core Model - Decile Data Item Name • • • • • • • • • • • • • • • • • • • • • • Core Model - Score Dividend Yield (Columbine Capital Services) Earnings Change Earnings Growth Earnings Surprise Earnings Volatility Estimate Revision Estimated Earnings Yield Growth Model - Decile Growth Model - Score Income Model - Decile Income Model - Score Market Liquidity Momentum Model - Decile Momentum Model - Score Reported Earnings Yield Small-Cap Model - Decile Small-Cap Model - Score Valuation Model - Score Valuation Model - Decile Value Model - Decile Value Model - Score Compustat Classic Overview • Compustat Classic Data Items • Date Company First Time on Compustat Database Financial Ratios • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Assets for Sale to Assets Available for Interest Available for Interest - Quarterly Average Collection Period Average Collection Period - Quarterly Bad Debt Reserve Ratio Berry Ratio Cash Flow Cash Flow - Alternate Definition Cash Flow Quarterly Cash Flow Margin Cash Flow Margin - Quarterly Cash Flow Margin - Alternate Definition Cash Flow per Share Cash Flow per Share - Quarterly Cash to Current Assets Cash to Current Assets - Quarterly Cash to Current Liabilities Cash to Current Liabilities - Quarterly Cash Reinvestment Ratio Cash Reinvestment Ratio - Quarterly Cash Turnover Cash Turnover - Quarterly Coefficient of Determination - Cash Flow - 3 Year Coefficient of Determination - Cash Flow - 5 Year Coefficient of Determination - Cash Flow - 10 Year Coefficient of Determination - Common Equity (Book Value) - 3 Year Coefficient of Determination - Common Equity (Book Value) - 5 Year Coefficient of Determination - Common Equity (Book Value) - 10 Year Coefficient of Determination - Dividends per Share by Ex-Date - 3 Year Coefficient of Determination - Dividends per Share by Ex-Date - 5 Year Coefficient of Determination - Dividends per Share by Ex-Date - 10 Year Coefficient of Determination - EPS Basic - Excluding - 3 Year Coefficient of Determination - EPS Basic - Excluding - 5 Year • Coefficient of Determination - EPS Basic - Excluding - 10 Year • Coefficient of Determination - Income Before Extra Items - 3 Year • Coefficient of Determination - Income Before Extra Items - 5 Year • Coefficient of Determination - Income Before Extra Items - 10 Year • Coefficient of Determination - Restated EPS Basic Excluding - 3 Year • Coefficient of Determination - Restated EPS Basic Excluding - 5 Year • Coefficient of Determination - Restated Sales - 3 Year • Coefficient of Determination - Restated Sales - 5 Year • Coefficient of Determination - Sales - 3 Year • Coefficient of Determination - Sales - 5 Year • Coefficient of Determination - Sales - 10 Year • Common Equity Turnover • Common Equity Turnover - Quarterly • Compound Growth Rate - Five Year - Sales - Net • Compound Growth Rate - Five Year - Dividends Per Share by Ex-Date • Compound Growth Rate - Five Year - EPS Basic Excluding • Compound Growth Rate - Five Year - Income Before Extraordinary Items • Current Ratio • Current Ratio - Quarterly • Days to Pay Accounts Payable • Days to Pay Accounts Payable - Quarterly • Days to Sell Inventory • Days to Sell Inventory - Quarterly • Earning Assets - Total • Earning Assets - Total - Quarterly • Earnings Predictability • Earnings Retention Rate • Earnings Retention Rate - Quarterly • Earnings Retention Rate - 3 Year Average • Earnings Retention Rate - 5 Year Average • Earnings Retention Rate - 10 Year Average • Earnings Before Taxes and Interest Margin • EBITDA Margin • Equity Growth Rate • Equity Growth Rate - Quarterly • Equity Growth Rate - 3 Year Average • Equity Growth Rate - 5 Year Average • Equity Growth Rate - 10 Year Average • Financial Leverage Index • Financial Leverage Index - Quarterly • Fixed Assets/Common Equity • Fixed Assets/Common Equity - Quarterly • Fixed Assets/Total Equity • Fixed Assets/Total Equity - Quarterly • Fixed Assets Turnover • Fixed Assets Turnover - Quarterly • Foreign Sales - Total as a Percentage of Sales • Free Cash Flow • Free Cash Flow - Quarterly • Free Cash Flow - 12 Months Moving • Free Cash Flow Per Share • Free Cash Flow Per Share - Quarterly • Free Cash Flow Per Share - 12 Months Moving • Funds Flow Adequacy Ratio • Funds Flow Adequacy Ratio - Quarterly • Funds Flow Adequacy Ratio 12MM • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Gross Assets Gross Assets - Quarterly Gross Profit Margin Gross Profit Margin - Quarterly Gross Profit Margin - 12-Months Moving Income Percentage Change - 1-Year Income Percentage Change - 3-Year Income Percentage Change - 5-Year Income Percentage Change - 10-Year Interest Coverage After Tax Interest Coverage After Tax - Quarterly Interest Coverage Before Tax Interest Coverage Before Tax - Quarterly Interest Expense (FS) % of Liabilities Internal Funding of Capital Expenditures Internal Funding of Capital Expenditures - Quarterly Inventory Turnover Inventory Turnover - Quarterly Invested Capital - Total Invested Capital - Total - Quarterly Leased Asset Turnover Liquidity Index Liquidity Index - Quarterly Long-Term Debt - Common Equity Long-Term Debt - Common Equity - Quarterly Least Squares Growth Rate - Book Value (Common Equity) - 3 Year Least Squares Growth Rate - Book Value (Common Equity) - 5 Year Least Squares Growth Rate - Book Value (Common Equity) Least Squares Growth Rate - Cash Flow Least Squares Growth Rate - Cash Flow Least Squares Growth Rate - Cash Flow - 10 Year Least Squares Growth Rate - Dividends Per Share by Ex-Date - 3 Year Least Squares Growth Rate - Dividends Per Share by Ex-Date Least Squares Growth Rate - Dividends Per Share by Ex-Date - 10 Year Least Squares Growth Rate - Earnings per Share Diluted/ 3 Yr. Least Squares Growth Rate - EPS Primary - Excl. - 3 Year Least Squares Growth Rate - EPS Primary - Excl. - 5 Year Least Squares Growth Rate - EPS Primary - Excl. - 10 Year Least Squares Growth Rate - Income Before Extra. Items - 3 Year Least Squares Growth Rate - Income Before Extra. Items - 5 Year Least Squares Growth Rate - Income Before Extra. Items - 10 Year Least Squares Growth Rate - Restated EPS Primary - Excl. - 3 Year Least Squares Growth Rate - Restated EPS Primary - Excl. - 5 Year Least Squares Growth Rate - Restated EPS Primary - Excl. - 10 Year Least Squares Growth Rate - Restated Sales - 5 Year Least Squares Growth Rate - Restated Sales - 3 Year Least Squares Growth Rate - Sales - 3 Year Least Squares Growth Rate - Sales - 5 Year Least Squares Growth Rate - Sales - 10 Year Long-Term Debt/Shareholder’s Equity Long-Term Debt/Shareholder’s Equity - Quarterly Long-Term Debt/Tangible Assets 3 Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 4 Long-Term Debt/Total Capital Long-Term Debt/Total Capital - Quarterly Net Charge-Offs Net Charge-Offs % of Net Income Net Interest Margin Net Loans Percentage of Assets Net Loans Percentage of Deposits Net Operating Assets Net Operating Assets - Quarterly Net Profit Margin Net Profit Margin - Quarterly Net Trade Cycle - Quarterly Net Trade Cycle Nonoperating Income (Expenses) % of Net Interest Income Nonperforming Assets % of Assets - Total Nonperforming Assets % of Common Equity On-Balance-Volume Operating Cycle Operating Cycle - Quarterly Operating Margin After Depreciation Operating Margin After Depreciation - Quarterly Operating Margin Before Depreciation Operating Margin Before Depreciation - Quarterly Pretax Profit Margin Pretax Profit Margin - Quarterly Pretax Return on Assets Pretax Return on Assets - Quarterly Pretax Return on Average Assets - Fixed Pretax Return on Average Assets - Fixed - Quarterly Pretax Return on Average Assets - Total Pretax Return on Average Assets - Total - Quarterly Pretax Return on Average Equity Pretax Return on Average Equity - Quarterly Pretax Return on Average Investment Pretax Return on Average Investment - Quarterly Pretax Return on Equity Pretax Return on Equity - Quarterly Pretax Return on Fixed Assets Pretax Return on Fixed Assets - Quarterly Pretax Return on Investment Pretax Return on Investment - Quarterly Provision for Loan/Asset Losses Provision for Loan/Asset Losses % of Assets Quick Ratio Quick Ratio - Quarterly Receivables Turnover Receivables Turnover - Quarterly Reinvestment Rate Reinvestment Rate - Quarterly Reinvestment Rate - 3-Year Average Reinvestment Rate - 5-Year Average Reinvestment Rate - 10-Year Average Reserve for Loan/Asset Losses % of Nonperf. Assets Reserve for Loan/Asset Losses Reserve for Loan/Asset Losses % of Assets Return on Assets Return on Assets - Quarterly Return on Average Assets Return on Average Assets - Quarterly Return on Average Equity Return on Average Equity - Quarterly Return on Average Investment Return on Average Investment - Quarterly Return on Equity Return on Equity - Quarterly Return on Investment Return on Investment - Quarterly • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Sales Percentage Change - 1-Year Sales Percentage Change - 3-Year Sales Percentage Change - 5-Year Sales Percentage Change - 10-Year Securities Percentage of Assets Short-Term Debt as a Percentage of Total Debt Short-Term Debt as a Percentage of Total Debt Quarterly Tax Rate Tax Rate - Quarterly Tax Retention Rate Tax Retention Rate - Quarterly Tax Retention Rate - 3-Year Average Tax Retention Rate - 5-Year Average Tax Retention Rate - 10-Year Average Total Asset Turnover Total Asset Turnover - Quarterly Total Assets/Common Equity Total Assets/Common Equity - Quarterly Total Assets/Total Equity Total Assets/Total Equity - Quarterly Total Debt/Tangible Assets Total Debt/Total Assets Total Debt/Total Assets - Quarterly Total Debt/Total Capital Total Debt/Total Capital - Quarterly Total Debt/Total Equity Total Debt/Total Equity - Quarterly Total Equity Turnover Total Equity Turnover - Quarterly Working Capital (Balance Sheet) Working Capital Per Share Working Capital Per Share - Quarterly Working Capital Turnover Working Capital Turnover - Quarterly Z Score - Measure of Bankruptcy Financial Services • • • • • • • • • • • • • • • • • • • • • • • • • • Interest Expense - Total (FS) Interest Expense (FS) % of Liabilities Interest Income - Total (FS) Internal Funding of Capital Expenditures 12 MM Net Asset Value Net Charge-Offs Net Charge-Offs % of Net Income Net Interest Income Net Interest Income (Tax Equivalent) Net Interest Margin Net Loans Percentage of Assets Net Loans Percentage of Deposits Nonoperating Income (Expenses) % of Net Interest Income Nonperforming Assets - Total Nonperforming Assets % of Assets - Total Nonperforming Assets % of Common Equity Provision for Loan/Asset Losses Provision for Loan/Asset Losses % of Assets Reserve for Loan/Asset Losses Reserve for Loan/Asset Losses % of Assets Reserve for Loan/Asset Losses % of Nonperf. Assets Risk-Adjusted Capital Ratio - Tier 1 Risk-Adjusted Capital Ratio - Tier 2 Risk-Adjusted Capital Ratio - Total Securities Percentage of Assets Tax Equivalent Adjustment Float Shares • Common Shares 5% or More Ownership Float Adjustment - Current • Common Shares Float Date Adjustment - Current • Common Shares Insider Ownership Diluted Float Adjustment - Current • Common Shares Insider Ownership Float Adjustment - Current • Common Shares Float Note • Common Stock Float Shares - Canada • Common Stock Float Shares - Canadian Issue • Float Common • Float Common - Current Company Level • Float Common - Current Issue • Float Common % of Shares Outstanding • Float Common % of Shares Outstanding - Current Company Level • Float Common % of Shares Outstanding - Current Issue • Float Diluted • Float Diluted - Current Company Level • Float Diluted - Current Issue • Float Diluted % of Shares Outstanding • Float Diluted % of Shares Outstanding - Current Company Level • Float Diluted % Shares Outstanding - Current Issue • Float Management Common • Float Management Common - Current Company Level • Float Management Common - Current Issue • Float Management Common % of Shares Outstanding • Float Management Common % of Shares Outstanding - Current Company Level • Float Management Common % of Shares Outstanding - Current Issue • Float Management Diluted • Float Management Diluted - Current Company Level • Float Management Diluted - Current Issue • Float Management Diluted % of Shares Outstanding • Float Management Diluted % of Shares Outstanding - Current Company Level • Float Management Diluted % of Shares Outstanding - Current Issue • Market Float Management Value Common • Market Float Management Value Common - Current Company Level • Market Float Management Value Common - Current Issue • Market Float Management Value Diluted • Market Float Management Value Diluted - Current Company Level • Market Float Management Value Diluted - Current Issue • Market Float Value Common • Market Float Value Common - Current Company Level • Market Float Value Common - Current Issue • Market Float Value Diluted • Market Float Value Diluted - Current Company Level • Market Float Value Diluted - Current Issue • S&P Float Shares • Float Methodologies Functions • • • • • • • • @ABS - Absolute value @AGG - Aggregate @ALPHA - Returns the intercept of the Y axis @AND - Logical AND @PBETA - Returns the slope of the line @CAVG - Average across a set @CCOR - Correlation coefficient across a set @CCOUNT - Counts companies containing data in Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • a set @CGMN - Geometric mean across a set @CHGCO - Company transformation @CHGSET - Set transformation @CMAX - Maximum value across a set @CMED - Median value across a set @CMIN - Minimum value across a set @CONCATENATE Combines text strings @CORR - Returns the R2 of the correlation coefficient @CPROD - Multiplication across a set @CSIZE - Counts companies in a set @CSTD - Standard deviation across a set @CSUM - Sum across a set @CWAVG - Weighted average across a set @DATE - Inserts calendar date @DAY - Identifies period day @DB Return formula from the specified layer @DESC - Displays descriptions @ELEMENT - Specifies Group Item @EXCLUDEDB Exclude Specified Database Layer @EXP - Exponent @EXPSMOOTH - Exponentially Weighted Average @FIND - Finds a specific value in a text string @FORECAST- Returns a predicted value @FRAC - Measures relative standing within a set @GEO - Returns geographic segment data @IF - Returns a value when conditions are met @INRANGE - Determines membership in a range @INT - Integer @ISAF - Determines annual figure data code @ISCF - Determine combined figure data code @ISIF - Determines insignificant figure data code @ISMEMBER - Identifies Members of a Set @ISNA - Determines not available figure data code @ISNC - Determines not calculable data code @ISNM - Determines not meaningful data code @ISS - Returns issue data @ISSF - Determines semiannual figure data code @ISVALUE - Determines existence of data @ISXE - Determines not available currency data code @LEFT - Returns the leftmost characters in a text string @LN - Natural log @LOG - Log @MID - Returns the middle characters in a text string @MNT - Identifies period month @MRALPHA Returns the intercept of the y axis in the multiple regression equation @MRBETA Returns the slope of the line for the specified variable @MRCORR Calculates the coefficient of multiple determination (R2) between 3 or more items from a multiple regression equation @MRFSTAT Determines the f-statistic in the multiple regression equation @MRSTDERR Calculates the standard error of the y (independent variable) in the multiple regression equation @NATIVE - Displays data in native currency @NOT - Logical NOT @CNTILE - Creates fractiles within a set @OR - Logical OR @PARM - Displays currency description @PAVG - Average across time @PCGR - Compound growth rate @PCOR - Correlation Coefficient Over Time @PCOUNT - Count Periods • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • @PDEC - Decrease across time @PERCENTILE Determines the Value at a Break Point @PERIOD - Displays period number @PFIRST - Locates First Occurrence of Data @PFRAC Measures Relative Standing Over Time @PFSTPD - Locates First Time Period Occurrence of Data @PGMN - Geometric mean across time @PINC - Increase across time @PLAST - Locates Last Occurrence of Data @PLASTPD - Locates Last Time Period Occurrence of Data @PLSG - Least squares growth rate @PLSGR - Fit of least squares growth rate @PMAX - Maximum value across time @PMAXPD - Period for maximum value across time @PMED - Median value across time @PMEDPD - Period for median value @PMIN - Minimum value across time @PMINPD - Period for minimum value across time @PNTILE Creates Fractiles Over Time @PPROD - Multiplication across time @PRANK Calculates Relative Rank Over Time @PSTD - Standard deviation @PSUM - Sum across time @PWAVG - Weighted average across time @QTR - Identifies fiscal period quarter @CRANK - Ranks order within a set @RIGHT - Returns the rightmost characters in a text string @RND - Round @SCALE - Returns data in millions @SEG - Returns business segment data @SET - Selects companies based on condition @SIC2 and @SIC3 - Generalize SIC codes @SQRT - Square root @STDS Standard Deviation for a Sample of a Population @TEXT - Returns a string of characters @TRIMPCT - Trim Outlying Values (Percent) @TRIMSTD - Trim Outlying Values (Standard Deviation) @VALUE - Generates a data value @WK - Identifies period week @YR - Identifies fiscal period year ALPHA Calculation BETA Calculation Calculation of Standard Deviation for a Sample of the Population Compound Growth Rate Calculation Correlation Coefficient Calculation Fit of Least Squares Growth Rate Calculation Forecast Calculation Geometric Mean Calculation Least Squares Growth Rate Calculation Multiple Regression Alpha Calculation Multiple Regression Beta Calculation Multiple Regression Standard Error Calculation R2 Coefficient of Multiple Determination Calculation R2 Correlation Coefficient Standard Deviation Calculation Weighted Average Calculation Function Categories • • • • • Currency Functions Database Control Functions Growth Functions Historical Analysis Functions Information Functions • • • • • • • • Logical Functions Mathematical Functions Period Reference Functions Reference Functions Screening Functions Set Analysis Functions Statistical Functions Text Functions Function Calculations • ALPHA Calculation • BETA Calculation • Calculation of Standard Deviation for a Sample of the Population • Compound Growth Rate Calculation • Correlation Coefficient Calculation • Fit of Least Squares Growth Rate Calculation • Forecast Calculation • Geometric Mean Calculation • Least Squares Growth Rate Calculation • Multiple Regression Alpha Calculation • Multiple Regression Beta Calculation • Multiple Regression Standard Error Calculation • R2 Coefficient of Multiple Determination Calculation • R2 Correlation Coefficient • Standard Deviation Calculation • Weighted Average Calculation General Company Information • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Address - City Address - State Address - Street or Post Office Box Address - ZIP Code of Company Aggregate Number of Companies - Qtly Aggregate Number of Companies Auditor’s Opinion Auditor Business Segments - Actual Number Central Index Key Number CEO Signoff CFO Signoff Common Shareholders Company Name Company Name (Issue Level) Company Short Name Company Status Code - Quarterly Company Web Site Address Concepts without lag for S&P Backtester County - Primary Location Currency Translation Rate Currency Translation Rate - Quarterly Current Period (Company) Current Period - Daily (Company) Current Period - Monthly (Company) Current Period - Quarterly (Company) Current Period - Weekly (Company) CUSIP Number Data Comparability Code - Quarterly Date - Day Date - Month Date - Quarter Date - Year Economic Sector Code - Current Economic Sector Code - Historical Employees Employees - Note Employer Identification Number Fax Number First Reported Source - Quarterly 5 Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 6 Fiscal Year Fiscal Year - Quarterly Foreign Incorporation Code Format Code Format Code - Quarterly Fortune Industry Code Fortune Rank GICS Group GICS Industry GICS Sector GICS Sub-Industry GLOBAL Vantage Key GVKEY Issue Identifier Industry Sector Code Industry Sector Code - Historical Initial Public Offering Date Internal Control Auditor Internet Download Date - Annual Internet Download Date - Daily Internet Download Date - Monthly Internet Download Date - Quarterly Internet Download Date - Scalar Internet Download Date - Weekly Inventory Valuation Method Last Filing Date Long Business Description Long-term Issuer Credit Ratings Major Index Markers - Current Major Index Markers - Monthly NASDAQ NMS Identification Code North American Industry Classification System Codes Officer Code(s) Officer Name(s) Officer Title(s) Order Backlog Pending Class Change Code Period Reference - Final Quarter Phone Number Primary GICS Code - Annual Primary GICS Code - Current Primary GICS Code - Monthly Primary Issue IID Primary SIC Code Research Company - Deletion Date Research Company Reason for Deletion Russell Available Shares Russell Index ID Russell Market Value Russell Percent S&P Commercial Paper Rating S&P Domestic Long-Term Issuer Credit Rating Current S&P Domestic Long-Term Issuer Credit Rating Monthly S&P Domestic Short-Term Issuer Credit Rating Current S&P Domestic Short-Term Issuer Credit Rating Monthly S&P Index Code - Current S&P Index Code - Historical S&P Index Code - Monthly S&P Industry Index Code - Current S&P Industry Index Code - Historical S&P Industry Index Code - Monthly S&P Quality Ranking - Monthly S&P Senior Debt Rating - Current -Note S&P Senior Debt Rating Categories • • • • • • • • • • • • • • • • • • • • • S&P Senior Debt Rating Monthly - Note S&P Subordinated Debt Rating - Current S&P Subordinated Debt Rating - Monthly Short Business Description Short-Term Issuer Credit Rating SIC Code - Historical SIC Code(s) - All Products and Segments SIC Codes - Business Segment (Primary and Secondary) Source Code Source Code - Quarterly State - Primary Location State Incorporation Code Status Alert Stock Exchange Stock Ownership Ticker (Issue Level) Ticker Symbol Unadjusted concepts for S&P Backtester Update Code Update Code - Quarterly Value/Growth Indicator Geographic Areas • • • • • • • • • • • • • • • • • Availability Codes - Geographic Capital Expenditures - Geographic Segment Capital Expenditures - Geographic Segment - Note Depreciation, Depletion, and Amortization Geographic Segment Foreign Sales - Total Foreign Sales - Total as a Percentage of Sales Identification Codes - Geographic Geographic Segments - Actual Number Geographic Segment Area Code(s) Identifiable Assets - Geographic Segment Operating Profit - Geographic Segment Operating Profit - Geographic Segment - Note Sale - Aggregate Export - Geographic Segment Sales (Net) - Geographic Segment Sales (Net) - Geographic Segment - Note Source Code - Geographic Segment Update Code - Geographic Segment GICS Aggregate Data • • • • GICS Aggregate Population and Coverage GICS Aggregate Data Periodicity GICS Aggregate Methodology GICS Aggregate vs. Index Fundamentals GICS Aggregate Data Item List • • • • • • • • • • • • • Aggregate Number of Companies Aggregate Number of Companies - Qtly Cash Flow Per Share - 12-Months Moving for Aggregate Core Earnings Per Share - 12-Months Moving for Aggregate EBIT Per Share - 12-Months Moving for Aggregate EBITDA Per Share - 12-Months Moving for Aggregate Free Cash Flow - 12-Months Moving for Aggregate Price to Basic Earnings - 12-Months Moving for Aggregate Price to Basic Earnings from Ops - 12-Months Moving for Aggregate Price to Book for Aggregate Price to Cash Flow - 12-Months Moving for Aggregate Price to Diluted Earnings - 12-Months Moving for Aggregate Price to Diluted Earnings from Ops - 12-Months • • • • • • Moving for Aggregate Price to Free Cash Flow - 12-Months Moving for Aggregate Price to Sales - 12-Months Moving for Aggregate Primary GICS Code - Monthly Primary GICS Code - Current Sales Per Share - 12-Months Moving for Aggregate Working Capital Per Share - 12-Months Moving for Aggregate Income Statement • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • After-Tax Stock Compensation After-Tax Stock Compensation Note Amortization of Intangibles Cash Dividends - Preferred Cash Dividends - Preferred - Quarterly Common Shares for 12-Months Moving Earnings Per Share Common Shares for Basic Earnings Per Share Common Shares for Basic Earnings Per Share Quarterly Common Shares for Diluted Earnings Per Share Common Shares for Diluted EPS - Quarterly Common Stock Equivalents - Dollar Savings Common Stock Equivalents - Dollar Savings Quarterly Cost of Goods Sold Cost of Goods Sold - Note Cost of Goods Sold - Quarterly Cost of Goods Sold - Quarterly - Note Cost of Goods Sold - 12-Months Moving Deferred Taxes - Federal Deferred Taxes - Foreign Deferred Taxes - State Deferred Taxes (Income Account) Deferred Taxes (Income Account) - Quarterly Depreciation and Amortization Depreciation and Amortization - Note Depreciation and Amortization - Quarterly - Note Depreciation and Amortization - Quarterly Depreciation and Amortization - 12-Months Moving Discontinued Operations Discontinued Operations - Quarterly Extraordinary Items Extraordinary Items - Quarterly Extraordinary Items and Discontinued Operations Extraordinary Items and Discontinued Operations Quarterly Gain/Loss on Sale of Real Estate Gain/Loss on Sale of Real Estate - Quarterly Income Before Extraordinary Items Income Before Extraordinary Items - Quarterly Income Before Extraordinary Items - Quarterly - Note Income Before Extraordinary Items - 12-Months Moving Income Before Extraordinary Items - Adjst. for Common Stock Equivalents Income Before Extraordinary Items - Adjst. for Common Stock Equivalents - Note Income Before Extraordinary Items - Adjst. for Common Stock Equivalents - Quarterly Income Before Extraordinary Items - Adjst. for Common Stock Equivalents - Qtly Note Income Before Extraordinary Items - Adjusted for Common Stock Equivalents - 12MM Income Before Extraordinary Items - Available for Common Income Before Extraordinary Items - Available for Common - Quarterly Data Item Name • Income Before Extraordinary Items - Available for Common - 12 Months Moving • Income Taxes - Note • Income Taxes - Federal • Income Taxes - Foreign • Income Taxes - Other • Income Taxes - State • Income Taxes - Total • Income Taxes - Total - Note • Income Taxes - Total - Quarterly • Income Taxes - Total - Quarterly - Note • Income Taxes - Total - 12 Months Moving • Interest Expense • Interest Expense - Note • Interest Expense - 12-Months Moving • Interest Expense - Quarterly • Interest Expense - Quarterly - Note • Interest Income • Minority Interest (Income Account) • Minority Interest (Income Account) - Quarterly • Minority Interest - 12 Months Moving • Net Income Adjusted for Common Stock Equivalents • Net Income (Loss) • Net Income (Loss) - Note • Net Income (Loss) - Quarterly • Net Income (Loss) - 12-Months Moving • Nonoperating Income (Expense) • Nonoperating Income (Expense) - Quarterly • Nonoperating Income/Expense 12 Months Moving • Nonoperating Income (Expense) - Excluding Interest Income • Operating Income After Depreciation • Operating Income After Depreciation - Note • Operating Income After Depreciation - Quarterly • Operating Income After Depreciation - 12-Months Moving • Operating Income Before Depreciation • Operating Income Before Depreciation - 12-Months Moving • Operating Income Before Depreciation - Quarterly • Other Expense - Noninsurance • Other Insurance Expense • Other Underwriting Expenses (Insurance) • Pretax Income • Pretax Income - Note • Pretax Income - Quarterly • Pretax Income - 12-Months Moving • Sales (Net) • Sales (Net) - Note • Sales (Net) - Quarterly • Sales (Net) - Quarterly - Note • Sales (Net) - 12-Months Moving • Selling, General, and Administrative Expenses • Selling, General, and Administrative Expenses - Note • Selling, General, and Administrative Expenses Quarterly • Selling, General, and Administrative Expenses Quarterly - Note • Selling, General, and Administrative Expenses 12-Months Moving • Special Items • Special Items - Quarterly Index Fundamentals Overview • Index Fundamentals Coverage • Index Fundamentals Calculation Index Fundamental Data Items • Capital Expenditures - Quarterly - Index • • • • Fundamental S&P Index - Percentage of Equity Updated Annually S&P Index - Percentage of Equity Updated Quarterly S&P Index - Number of Companies Annually S&P Index - Number of Companies Quarterly Industry-Specific Data Airline Industry Data • • • • • • • • • • • • • • • • • • • Aircraft Leased Aircraft Owned Average Age of Aircraft (Years) Average Fuel Price per Gallon (cents) Available Seat Kilometers (ASKs) Available Seat Miles (ASMs) Break-even Load Factor Fuel Consumed (Gallons) Fuel Expense Operating Expenses per Aircraft Seat Miles Passenger Load Factor Passenger Revenue Passenger Revenue Per Aircraft Seat Miles Passenger Revenue per Revenue Passenger Miles Revenue Passengers Carried Revenue Passenger Kilometers (RPKs) Revenue Passenger Miles (RPM) Total Aircraft in Service Total Revenue per Aircraft Seat Miles Gaming Industry Specific Data • • • • • • • • • • • • • • • • • • • Casino & Gaming Expenses Casino & Gaming Revenues Casino Square Footage Food & Beverage Expenses Food & Beverage Promotional Costs Food & Beverage Revenues Gaming Tables Guestrooms & Suites Other Gaming-Related Expenses Other Gaming-Related Revenues Other Promotional Costs Promotional Allowances Promotional Allowances - Footnote Rooms Expenses Rooms Promotional Costs Rooms Revenues Slot Machines Total Gaming & Related Revenue Total Promotional Costs Healthcare Industry Data • • • • • • • • • • • • • • • • • • • • Admissions Admissions - Percentage Change Average Daily Census / Average Patient Days Average Length of Stay Average Length of Stay - Note Bad Debt - Percentage of Revenue Beds in Service - End of Period Beds - Licensed - End of Period Equivalent Admissions Equivalent Admissions - Percentage Change Hospitals and Facilities - End of Period Managed Care - Percentage of Revenue Medicaid - Percentage of Revenue Medicare - Percentage of Revenue Medicare - Percentage of Revenue - Note Number of Surgeries and Procedures Occupancy Rate Other Healthcare - Percentage of Revenue Outpatient Services - Percentage of Revenue Outpatient Visits • • • Patient Days Revenues - Percentage Change Revenues per Equivalent Admissions - Percentage Change • Salaries and Benefits - Percentage of Revenue • Salaries and Benefits as Percetnage of Revenue - Note • Supplies - Percentage of Revenue HMO Industry Data • • • • • • • • • • • • • • • • • • • • • Days in Medical Cost Payable Enrollment - Total Government Enrollment - Total Government Plan Revenue - Total Healthcare Premiums - Total Healthcare Premiums - Total - Note Medicaid Enrollment Medicaid Revenue Medical Cost - Total Medicare Enrollment Medicare Part D (PDP) Enrollment Medicare Part D (PDP) Revenue Medicare Revenue Net Investment Income (HMO) Other Revenue (HMO) Overall Medical Loss Ratio (MLR) % Overall Medical Loss Ratio (MLR) % - Note Prior Period Reserve Develop Prior Period Reserve Development - Note Tricare Enrollment Tricare Revenue Homebuilding Industry Data • • • • • • • • • • • • • • • • • • • • • • • Backlog - Average Price Backlog - Average Price - Note Backlog - Exact Units Backlog - Value Backlog - Value - Note Communities/Subdivisions Deliveries/Closings - Average Price Deliveries/Closings - Exact Units Deliveries/Closings - Value Deliveries/Closings - Value - Note Deliveries/Closings - Average Price - Note Finished Homes/Construction in Progress Homesites/Lots Owned Homesites/Lots Under Option Inventories Not Owned/Deposits Land Under Development New Orders/Contracts - Average Price New Orders/Contracts - Average Price - Note New Orders/Contracts - Exact Units New Orders/Contracts - Value New Orders/Contracts - Value - Note Total Homebuilding Inventories Undeveloped Inventories Owned Lodging Industry Specific Data • • • • • • Average Daily rate Hotel/Motel Properties Hotel/Motel Rooms Revenues Per Available Room Revenues Per Available Room - Footnote Room Occupancy Rate Mining Industry Data • • • • • Coal Production Coal Proven and Probable Reserve Copper Cathode Production Copper Production Copper Proven and Probable Reserve 7 Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Copper Proven and Probable Reserve - Footnote Copper Reserve Average Ore Grade Copper Reserve Average Ore Grade - Footnote Copper Sales Price Gold Cash Cost Gold Production Gold Production Cost Gold Proven and Probable Reserve Gold Proven and Probable Reserve - Footnote Gold Reserve Average Ore Grade Gold Reserve Average Ore Grade - Footnote Gold Sales Price Iron Ore Production Iron Ore Proven and Probable Reserve Metallurgical Coal Production Metallurgical Coal Proven and Probable Reserve Mining Exploration Expense Nickel Production Nickel Proven and Probable Reserve Nickel Proven and Probable Reserve - Footnote Nickel Reserve Average Ore Grade Nickel Reserve Average Ore Grade - Footnote Nickel Sales Price Silver Cash Cost Silver Production Silver Production Cost Silver Proven and Probable Reserve Silver Proven and Probable Reserve - Footnote Silver Reserve Average Ore Grade Silver Reserve Average Ore Grade - Footnote Silver Sales Price Zinc Production Zinc Proven and Probable Reserve Zinc Proven and Probable Reserve - Footnote Zinc Reserve Average Ore Grade Zinc Reserve Average Ore Grade - Footnote Zinc Sales Price Oil & Gas Industry Data • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 8 Average Sales Price - Natural Gas Liquids Average Sales Price - Natural Gas Average Sales Price - Oil Company-Operated Fuel Sites Company-Operated Fuel Sites - Quarterly - Footnote Crude Processing: Residual Processing Dry Hole Expense Exploration Expense Fuel Margin Fuel Margin - Footnote Fuel Volume Fuel Volume - Footnote Gross Developed Acreage Gross Undeveloped Acreage Heavy/Sour Crude Light Sweet Crude Medium Crude Merchandise Margin Merchandise Margin - Footnote Merchandise Sales Merchandise Sales - Footnote Net Developed Acreage Net Undeveloped Acreage Number of Refineries Number of Refineries - Footnote Other Feedstocks and Blendstocks Product Sales: Distillates Sold Product Sales: Gasoline Sold Product Sales: Petrochemicals Sold Product Sales: Residuals and Other Products Sold • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Product Yield: Distillates Product Yield: Gasoline Product Yield: Petrochemicals Product Yields: Residuals and Other Products Product Yields: Residuals and Other Products Footnote Production - Natural Gas (Per Day) Production - Natural Gas (Total) Production - Natural Gas Liquids (Per Day) Production - Natural Gas Liquids (Total) Production - Oil (Per Day) Production - Oil (Total) Proved Developed Reserves - Natural Gas Liquids Proved Developed Reserves - Natural Gas Proved Developed Reserves - Oil Refining Capacity Utilized Refining Capacity Utilized - Footnote Reserve Replacement Ratio Throughput Capacity Throughput Capacity - Footnote Total Crude Oil Processed Total Product Sales Total Product Sales - Footnote Total Product Yield Total Product Yield - Footnote Total Proved Reserves - Natural Gas Liquids Total Proved Reserves - Natural Gas Total Proved Reserves - Oil Total Throughput Total Throughput - Footnote Retail Industry Data • • • • • • • • • Comparable Sales (%) Contingent Rental Expense Minimum Rental Expense Net Sales per Retail Square Foot Number of Stores at Period End Number of Stores Closed During Period Number of Stores Opened During Period Other Rental Expense Total Retail Square Footage Semiconductors Industry Specific Data • • Bookings Book-to-Bill Ratio Insider Trading Data • • • • • • • • • • • • • • • • • • • • • • Summarized Transactions Form 4 Insider Amend Sells Note Available Insider Comb Sells Note Available Insider Beginning Date - Top Ten Buys Insider Beginning Price - Top Ten Buys Insider Ending Date - Top Ten Buys Insider Ending Price - Top Ten Buys Insider Name - Top Ten Buys Insider Rank - Top Ten Buys Insider Relation - Top Ten Buys Insider Share Holdings - Top Ten Buys Insider Shares Executed - Top Ten Buys Insider Transaction Note - Top Ten Buys Insider Transaction Value - Top Ten Buys Insider Beginning Date - Top Ten Sells Insider Beginning Price - Top Ten Sells Insider Ending Date - Top Ten Sells Insider Ending Price - Top Ten Sells Insider Name - Top Ten Sells Insider Rank - Top Ten Sells Insider Relation - Top Ten Sells • • • • • • • • • • • • • • • • • • • • • • • • • • Insider Share Holdings - Top Ten Sells Insider Shares Executed - Top Ten Sells Insider Transaction Note - Top Ten Sells Insider Transaction Value - Top Ten Sells Insider Buys Shares - Summary Data Insider Sells Shares - Summary Data Insider Net Shares - Summary Data Insider Buys Transactions - Summary Data Insider Sells Transactions - Summary Data Insider Net Transactions - Summary Data Insider Number of Sells Latest Month Insider Number of Buys Latest Month Insider Top 10 Buys - Note Avail Insider Top 10 Shares Held - Buys Insider Top 10 Shares Executed - Buys Insider Top 10 Transaction Value - Buys Insider Top 10 Shares Held - Sells Insider Top 10 Shares Executed - Sells Insider Top 10 Transaction Value - Sells Insider Top 10 Sells - Note Available Insider Total Shares Held - Common Insider Total Shares Held - Date Insider Total Shares Held - Diluted Insider Total Shares Held - Options Insider Total Shares Held Note Insider Total Shares Held - Common % of Shares Outstanding • Insider Total Shares Held - Diluted % of Shares Outstanding Institutional Ownership Data • 13F Form • Institutional Owner Percent Total Shares Outstanding - Current Quarter • Institutional Owner Percent Total Shares Outstanding - Qtr minus 1 • Institutional Owner Percent Total Shares Outstanding - Qtr minus 2 • Institutional Owner Percent Total Shares Outstanding - Qtr minus 3 • Institutional Owner Percent Total Shares Outstanding - Qtr minus 4 • Institutional Ownership Institution Rank - Top Ten Buys • Institutional Ownership Institution Name - Top Ten Buys • Institutional Ownership New Position Indicator - Top Ten Buys • Institutional Ownership Period End Date - Top Ten Buys • Institutional Ownership Previous Period End Date Top Ten Buys • Institutional Ownership Share Holdings - Top Ten Buys • Institutional Ownership Share Holdings - Previous Top Ten Buys • Institutional Ownership Shares Executed - Top Ten Buys • Institutional Ownership Institution Name - Top Ten Changes in Shares Held • Institutional Ownership Institution Rank - Top Ten Changes in Shares Held • Institutional Ownership Period End Date - Top Ten Changes in Shares Held • Institutional Ownership Previous Period End Date Top Ten Changes in Shares Held • Institutional Ownership Share Holdings - Top Ten Changes in Shares Held • Institutional Ownership Share Holdings - Previous - Data Item Name Top Ten Changes in Shares Held • Institutional Ownership Shares Executed - Top Ten Changes in Shares Held • Institutional Ownership Institution Name - Top Ten Holdings • Institutional Ownership Institution Rank - Top Ten Holdings • Institutional Ownership Period End Date - Top Ten Holdings • Institutional Ownership Previous Period End Date Top Ten Holdings • Institutional Ownership Share Holdings - Previous Top Ten Holdings • Institutional Ownership Share Holdings - Top Ten Holdings • Institutional Ownership Closed Position Indicator Top Ten Sells • Institutional Ownership Institution Name - Top Ten Sells • Institutional Ownership Institution Rank - Top Ten Sells • Institutional Ownership Period End Date - Top Ten Sells • Institutional Ownership Previous Period End Date Top Ten Sells • Institutional Ownership Share Holdings - Previous Top Ten Sells • Institutional Ownership Share Holdings - Top Ten Sells • Institutional Ownership Shares Executed - Top Ten Sells • Institutional Top 10 Share Holdings - Buys • Institutional Top 10 Share Holdings - Changes • Institutional Top 10 Share Holdings - Holdings • Institutional Top 10 Share Holdings - Sells • Institutional Top 10 Share Holdings - Previous - Buys • Institutional Top 10 Share Holdings - Previous Changes • Institutional Top 10 Share Holdings - Previous Holdings • Institutional Top 10 Share Holdings - Previous - Sells • Institutional Top 10 Shares Executed - Buys • Institutional Top 10 Shares Executed - Changes • Institutional Top 10 Shares Executed - Sells • Institutional Total Percent Change in Shares - Buys • Institutional Total Percent Change in Shares Changes • Institutional Total Percent Change in Shares Holdings • Institutional Total Percent Change in Shares - Sells • Institutional Buys Shares - Summary Data • Institutional Closed Positions - Summary Data • Institutional Net Shares - Summary Data • Institutional New IO Buyers - Summary Data • Institutional Percent Change from Prior Quarter Summary Data • Institutional Total IO Buyers - Summary Data • Institutional Total IO Holders - Summary Data • Institutional Total IO Sellers - Summary Data • Institutional Sells Shares - Summary Data • Institutional Total Shares Held - Summary Data • Institutions Buying • Institutions Selling • Last Calendar Quarter End Month Issue Data - Daily Prices • Adjustment Factor (Issue) - Cumulative by Ex-Date - Annual • Adjustment Factor (Issue) - Cumulative by Ex-Date - Current • Adjustment Factor (Issue) - Cumulative by Ex-Date - Daily • Adjustment Factor (Issue) - Cumulative by Ex-Date - Monthly • Adjustment Factor (Issue) - Cumulative by Ex-Date - Quarterly • Adjustment Factor (Issue) - Cumulative by Ex-Date - Weekly • Adjustment Factor (Issue) - Cumulative by Payable Date - Annual • Adjustment Factor (Issue) - Cumulative by Payable Date - Current • Adjustment Factor (Issue) - Cumulative by Payable Date - Daily • Adjustment Factor (Issue) - Cumulative by Payable Date - Monthly • Adjustment Factor (Issue) - Cumulative by Payable Date - Quarterly • Adjustment Factor (Issue) - Cumulative by Payable Date - Weekly • Adjustment Factor (Issue) - Current Date Daily • ADR Ratio - Current • Availability Codes - Issue • Average Price - 10-Day Moving • Average Price - 50-Day Moving • Average Price - 200-Day Moving • Average Trading Volume - 1 Year • Common Shares Outstanding - Current Issue • Common Shares Outstanding - Current Issue - Note • Dividend Distribution Type - Daily (Issue) - Ex-Date • Dividend Distribution Type - Daily (Issue) - Payable Date • Dividend Payment Method - Daily (Issue) - Ex-Date • Dividend Payment Method - Daily (Issue) - Payable Date • Dividend Yield - Daily (Issue) • Dividends per Share by Ex-Date - Daily (Issue) • Dividends per Share by Payable Date - Daily (Issue) • Earnings per Share - Current (Issue) • Earnings per Share - Current (Issue) - Note • Earnings Yield - Daily • High Price - Daily - 1 Year • Identification Codes - Issue • Indicated Annual Dividend - Current • Indicated Annual Dividend - Current - Note • Issue CUSIP Number • Issue Description • Issue Trading Exchange • Issue Trading Status Code • Issue Trading Symbol • Issue Type Code • Low Price - Daily 1-Year • Margin Requirement Code • Previous Issue CUSIP • Price - Daily - Close • Price - Daily - High • Price - Daily - Low • Price - Current Company • Price Status Code - Daily • Trading Volume - Current • Trading Volume - Daily Market Ratios • • • • • Beta Book Value per Share - 3 Year Average Book Value per Share - 5 Year Average Book Value per Share - 10 Year Average Book Value per Share Liquidation - 3 Year • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Book Value per Share Liquidation - 5 Year Book Value per Share Liquidation - 10 Year Book Value per Share - Year-End Dividend Payout Dividend Payout - 3 Year Average Dividend Payout - 5 Year Average Dividend Payout - 10 Year Average Dividend Yield - Current Dividend Yield - Current Month Daily Dividend Yield Current Month - Monthly Dividend Yield - Current Price (Company) Dividend Yield - Daily (Issue) Dividend Yield - Fiscal Year-End (Company) Earnings Yield - Daily Earnings Yield - Monthly Enterprise Value Market Return 1 Year Market Return by Ex-Date - Daily Market Return by Ex-Date - Fiscal Market Return by Ex-Date - Monthly Market Return by Ex-Date - Quarterly Market Return by Payable Date - Daily Market Return by Payable Date - Fiscal Market Return by Payable Date - Quarterly Market Return Year to Date Market Value Consolidated - Total Market Value Monthly 1 Year Change Market Value - Total Market Value - Traded Issues - Issue Level - Current Market Value - Traded Issues - Issue Level - Daily Market Value - Traded Issues - Fiscal Year-End Market Value - Traded Issues - Monthly Market Value - Traded - Quarterly Momentum Net Asset Value On-Balance-Volume Price Percentage Change - 1-Year Close Price Percentage Change - 3-Year Close Price Percentage Change - 5-Year Close Price Percentage Change - 10-Year Close Price Percentage Change - 1-Year Low Price Percentage Change - 3-Year Low Price Percentage Change - 5-Year Low Price Percentage Change - 10-Year Low Price Percentage Change - 1-Year High Price Percentage Change - 3-Year High Price Percentage Change - 5-Year High Price Percentage Change - 10-Year High Price to Book Ratio - Current Price/EPS Diluted from Operations Price/Cash Flow Per Share - Daily Price/Cash Flow Per Share - Monthly Price/Earnings - Quarterly Price/Free Cash Flow Per Share - Daily Price/Free Cash Flow Per Share - Monthly Price/Sales Per Share - Daily Price/Sales Per Share - Monthly Price to Book Ratio Price to Book Ratio - Daily Price to Book Ratio - Fiscal Year-End Price to Earnings Ratio Price to Earnings Ratio - Current Price to Earnings Ratio - Daily Price to Earnings Ratio Monthly Price to EPS From Operations Price to Historical Earnings Per Share - Canada Price to Historical Earnings Per Share - Monthly Canada 9 Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Price to Net Asset Value Relative Dividend Yield - S&P500 Relative Dividend Yield - S&P Industrials Relative Dividend Yield - S&P MidCap Relative Dividend Yield - S&P Sector Relative Price to Book - S&P500 Relative Price to Book - S&P Industrials Relative Price to Book - S&P Sector Relative Price to Earnings - S&P 500 Relative Price To Earnings - S&P MidCap Relative Price to Earnings - S&P Industrials Relative Price to Earnings - S&P Sector Relative Price - S&P 500 Daily Relative Price - S&P 500 Monthly Relative Price - S&P Industrials - Daily Relative Price - S&P Industrials - Monthly Relative Price - S&P MidCap - Daily Relative Price - S&P MidCap - Monthly Relative Price - S&P Sector Relative 5 YR Total Return - S&P 500 Relative 10 YR Total Return - S&P 500 Relative 5 YR Total Return - S&P Industrials Relative 10 YR Total Return - S&P Industrials Relative 5 YR Total Return - S&P MidCap Relative 10 YR Total Return - S&P MidCap Relative 5 YR Total Return - S&P Sector Relative 10 YR Total Return - S&P Sector 1 Year Indexed Total Return 3 Year Indexed Total Return 5 Year Indexed Total Return 10 Year Indexed Total Return 6 Month Total Return Daily 6 Month Total Return - On-line 1 Year Total Return 3 Year Total Return 5 Year Total Return 10 Year Total Return Total Return Factor - Current Date Total Return Factor - Daily Total Return Factor - Monthly Total Return Factor - On-line Total Return - Month to Date Total Return - Quarter to Date Total Return - Year to Date Volatility MSCI Index Items • • • • • • Index Value - Total Return - Net Dividends Index Value - Total Return Monthly - Gross Daily Index Value - Total Return Monthly - Net Daily Index Value - Total Return - Dividends Price - Monthly - Close Price - Daily - Close Pension Data • • • • • • • • • • • • 10 Employer Contributions - Expected Next Year Employer Contributions - Expected Next Year Note Pension - Accrued Benefit Liability Pension - Accumulated Benefit Obligation Pension - Accumulated Benefit Obligation (Underfunded) Pension - Accumulated Other Comprehensive Income Pension - Additional Contributions Expected Pension - Additional Minimum Liability (Underfunded) Pension Asset Allocation - Debt Pension Asset Allocation - Equity Pension Asset Allocation - Equity Note Pension Asset Allocation - Other • Pension Asset Allocation - Real Estate • Pension Beginning Plan Assets • Pension Benefits - Assumed Rate of Return (Maximum Rate) • Pension Benefits - Assumed Rate of Return (Minimum Rate) • Pension Benefits - Discount Rate (Assumed Rate of Return) • Pension Benefits - Information Date • Pension Benefits - Net Assets Available • Pension Benefits Paid • Pension Benefits - Present Value Nonvested • Pension Benefits - Present Value Vested • Pension Costs - Unfunded Past Service • Pension Costs - Unfunded Vested Benefits • Pension - Current Liability • Pension Employer Contribution • Pension - Intangible Asset • Pension - Long-Term Asset • Pension - Long-Term Liability • Pension - Other Adjustments • Pension Other Adjustments • Pension - Other Adjustments (Underfunded) • Pension - Other Asset/Liability • Pension Participant Contributions • Pension Plan Assets • Pension Plan Assets (Underfunded) • Pension Plans - Anticipated Long-Term Rate of Return on Plan Assets • Pension Plans - Anticipated Long-Term Rate of Return on Plan Assets Max Rate • Pension Plans - Anticipated Long-Term Rate of Return on Plan Assets Min Rate • Pension Plans - Expected Return on Plan Assets • Pension Plans - Interest Cost • Pension Plans - Other Periodic Cost Components (Net) • Pension Plans - Other Periodic Cost Components (Net) • Pension Plans - Rate of Compensation Increase • Pension Plans - Rate of Compensation Increase Max Rate • Pension Plans - Rate of Compensation Increase Min Rate • Pension Plans - Expected Return on Plan Assets • Pension Plans - Service Cost • Pension Plans - Service Cost • Pension - Funded Status • Pension - Funded Status - Note • Pension - Prepaid/Accrued Cost (Underfunded) • Pension - Prepaid/Accrued Cost (Underfunded) Note • Pension - Prepaid Benefit Cost - Asset • Pension - Projected Benefit Obligation • Pension - Projected Benefit Obligation (Underfunded) • Pension - Unrecognized Prior Service Cost • Pension - Unrecognized Prior Service Cost (Underfunded) • Pension - Vested Benefit Obligation • Pension - Vested Benefit Obligation (Underfunded) • Periodic Cost Discount Rate - Maximum • Periodic Cost Discount Rate - Minimum • Periodic Cost Discount Rate • Periodic Cost Discount Rate Note • Periodic Pension Cost • Periodic Postretirement Benefit Cost • Postretirement Accumulated Benefit Obligation • Postretirement - Amortization of Unrecognized • • • • • • • • • • • • • • • Transition Obligation Postretirement Beginning Plan Assets Postretirement - Funded Status Postretirement Benefit Obligation Postretirement Benefits Paid Postretirement - Current Liability Postretirement Employer Contributions Postretirement Ending Plan Assets Postretirement -Long-Term Asset Postretirement - Long-Term Liability Postretirement Net Total Other Costs Postretirement Other Adjustments (Net Benefit Asset/Liability) Postretirement Other Adjustments (Plan Assets) Postretirement Participant Contributions Postretirement Prior Service Postretirement Unrecognized Transition Obligations Point-in-Time Data • 12 Month Moving - Concepts - Point in Time • Accounting Changes - Cumulative Effect - Quarterly Concept - Point in Time • Accounting Changes - Cumulative Effect - Quarterly - Point in Time • Accounts Payable - Quarterly - Point in Time • Accounts Payable - Quarterly - Point in Time • Accounts Payable and Accrued Liabilites - Increase (Decrease) - Quarterly - Concept - Point in Time • Accounts Payable and Accrued Liabilites - Increase (Decrease) - Quarterly - Point in Time • Accumulated Depreciation, Depletion, and Amortization - Total - Quarterly - Point in Time • Accumulated Depreciation, Depletion, and Amortization - Total - Quarterly - Note • Accumulated Depreciation, Depletion, and Amortization - Total - Quarterly - Point in Time • Acquisitions - Quarterly - Concepts - Point in Time • Acquisitions - Quarterly - Point in Time • Assets - Other - Quarterly - Concept - Point in Time • Assets - Other - Quarterly - Point in Time • Assets - Total - Quarterly - Concept - Point in Time • Assets - Total - Quarterly - Point in Time • Assets and Liabilities - Other Net Change - Quarterly - Point in Time • Assets and Other Liabilities - Other Net Change Quarterly - Concept - Point in Time • Book Value per Share - Point in Time • Capital Expenditures - Quarterly - Concept - Point in Time • Capital Expenditures - Quarterly - Point in Time • Capital Surplus - Quarterly - Concept - Point in Time • Capital Surplus - Quarterly - Point in Time • Cash and Equivalents - Changes - Quarterly - Concept - Point in Time • Cash and Equivalents - Changes - Quarterly - Point in Time • Cash and Equivalents - Quarterly - Concept - Point in Time • Cash and Equivalents - Quarterly - Point in Time • Cash Dividends - Preferred - Quarterly - Concept Point in Time • Cash Dividends - Preferred - Quarterly - Point in Time • Cash Dividends - Quarterly - Concept - Point in Time • Cash Dividends - Quarterly - Point in Time • Common Equity - Total - Quarterly - Concept - Point in Time • Common Equity - Total - Quarterly - Point in Time • Common Shares for 12-Months Moving Earnings Per Share - Quarterly (Unadjusted) - Concept - Point Data Item Name in Time • Common Shares for 12-Months Moving Earnings Per Share - Quarterly - Concept - Point in Time • Common Shares for 12-Months Moving Earnings Per Share - Quarterly - Point in Time • Common Shares for Basic Earnings Per Share Quarterly (Unadjusted) - Concept - Point in Time • Common Shares for Basic Earnings Per Share Quarterly - Concept - Point in Time • Common Shares for Basic Earnings Per Share Quarterly - Point in Time • Common Shares for Diluted EPS - Quarterly (Unadjusted) - Concept - Point in Time • Common Shares for Diluted EPS - Quarterly - Concept - Point in Time • Common Shares for Diluted EPS - Quarterly - Point in Time • Common Shares Outstanding - Company - Quarterly (Unadjusted) - Concept - Point in Time • Common Shares Outstanding - Company - Quarterly Concept - Point in Time • Common Shares Outstanding - Company - Quarterly - Point in Time • Common Stock - Quarterly - Concept - Point in Time • Common Stock - Quarterly - Point in Time • Common Stock Equivalents - Dollar Savings Quarterly - Concept - Point in Time • Common Stock Equivalents - Dollar Savings Quarterly - Point in Time (PIT) • Cost of Goods Sold - Quarterly - Concepts - Point in Time • Cost of Goods Sold - Quarterly - Point in Time • Current Assets - Other- Quarterly - Point in Time • Current Assets - Other- Quarterly - Point in Time • Current Assets - Total - Quarterly - Concept - Point in Time • Current Assets - Total - Quarterly - Point in Time • Current Debt - Changes - Quarterly - Concept - Point in Time • Current Debt - Changes - Quarterly - Point in Time • Current Liabilities - Other - Quarterly - Point in Time • Current Liabilities - Other - Quarterly -Concept - Point in Time • Current Liabilities - Total - Quarterly - Concept - Point in Time • Current Liabilities - Total - Quarterly - Point in Time • Data Code Periodicity Quarterly Point in Time • Data Date • Debt in Current Liabilities - Quarterly - Concept - Point in Time • Debt in Current Liabilities - Quarterly - Point in Time • Deferred Taxes (Income Account) - Quarterly Concept - Point in Time • Deferred Taxes (Income Account) - Quarterly - Point in Time • Deferred Taxes - Quarterly - Concept - Point in Time • Deferred Taxes - Quarterly - Point in Time • Deferred Taxes and Investment Tax Credit - Quarterly - Concept - Point in Time • Deferred Taxes and Investment Tax Credit - Quarterly - Point in Time • Depreciation and Amortization - Quarterly - Concept - Point in Time • Depreciation and Amortization - Quarterly - Point in Time • Depreciation and Amortization - Quarterly C/FConcept - Point in Time • Depreciation and Amortization - Quarterly C/F- Point in Time • Dilution Adjustment - Quarterly - Concept - Point in Time • Dilution Adjustment - Quarterly - Point in Time • Dilution Available - Excluding Extraordinary Items Quarterly - Concept - Point in Time • Dilution Available - Excluding Extraordinary Items Quarterly - Point in Time • Discontinued Operations - Quarterly - Concept - Point in Time • Discontinued Operations - Quarterly - Point in Time • Dividends per Share by Ex-Date - Quarterly (Unadjusted) - Concept - Point in Time • Dividends per Share by Ex-Date - Quarterly - Concept - Point in Time • Dividends per Share by Ex-Date - Quarterly - Point in Time • Dividends per Share by Payable Date - Quarterly (Unadjusted) - Concept - Point in Time • Dividends per Share by Payable Date - Quarterly Concept - Point in Time • Dividends per Share by Payable Date - Quarterly Point in Time • Price/Sales per Share - Monthly - Point in Time • EPS - 12 Months Moving Historical - Canada - Point in Time • EPS Basic - Excl. Extra. Items (12-Months Moving) Concept - Point in Time • EPS Basic - Excl. Extra. Items (12-Months Moving) Point in Time • EPS Basic - Excl. Extra. Items - 12MM (Unadjusted) Concept - Point in Time • EPS Basic - Excl. Extra. Items - Quarterly (Unadjusted) - Concept - Point in Time • EPS Basic - Excl. Extra. Items - Quarterly - Concept Point in Time • EPS Basic - Excl. Extra. Items - Quarterly - Point in Time • EPS Basic - Incl. Extra. Items - Quarterly (Unadjusted) - Concept - Point in Time • EPS Basic - Incl. Extra. Items - Quarterly - Concept Point in Time • EPS Basic - Incl. Extra. Items - Quarterly - Point in Time • EPS Basic from Operations - Quarterly (Unadjusted) Concept - Point in Time • EPS Basic from Operations - Quarterly - Concept Point in Time • EPS Basic from Operations - Quarterly - Point in Time • EPS Diluted - Excl. Extra. Items - 12 MM (Unadjusted) - Concept - Point in Time • EPS Diluted - Excl. Extra. Items - 12 MM - Concept Point in Time • EPS Diluted - Excl. Extra. Items - 12 MM - Point in Time • EPS Diluted - Excl. Extra. Items Quarterly (Unadjusted) - Concept - Point in Time • EPS Diluted - Excl. Extra. Items Quarterly - Concept - Point in Time • EPS Diluted - Excl. Extra. Items Quarterly - Point in Time • EPS Diluted - Incl. Extra. Items - Quarterly (Unadjusted) - Concept - Point in Time • EPS Diluted - Incl. Extra. Items - Quarterly - Concept - Point in Time • EPS Diluted - Incl. Extra. Items - Quarterly - Point in Time • EPS Diluted from Operations - 12 MM (Unadjusted) - Concept - Point in Time • EPS Diluted from Operations - 12 MM - Concept Point in Time • EPS Diluted from Operations - 12 MM - Point in Time • EPS Diluted from Operations - Quarterly (Unadjusted) - Concept - Point in Time • EPS Diluted from Operations - Quarterly - Concept Point in Time • EPS Diluted from Operations - Quarterly - Point in Time • EPS From Operations - 12 MM (Unadjusted) Concept - Point in Time • EPS From Operations - 12 MM - Concept - Point in Time • EPS From Operations - 12 MM - Point in Time • Equity in Net Loss (Earnings) - Quarterly - Concept Point in Time • Equity in Net Loss (Earnings) - Quarterly - Point in Time • Exchange Rate Effect - Quarterly - Concept - Point in Time • Exchange Rate Effect - Quarterly - Point in Time • Extra. Items and Discontinued Operations - Quarterly - Concept - Point in Time • Extra. Items and Discontinued Operations - Quarterly - Point in Time • Extraordinary Items - Quarterly - Concept - Point in Time • Extraordinary Items - Quarterly - Point in Time • Extraordinary Items and Discontinued Operations Quarterly - Concept - Point in Time • Extraordinary Items and Discontinued Operations Quarterly - Point in Time • Financing Activities - Net Cash Flow - Quarterly Concept - Point in Time • Financing Activities - Net Cash Flow - Quarterly Point in Time • Financing Activities - Other - Quarterly - Concept Point in Time • Financing Activities - Other - Quarterly - Point in Time • Foreign Currency Adjustment - Quarterly - Concept Point in Time • Foreign Currency Adjustment - Quarterly - Point in Time • Funds From Operations - Other - Quarterly - Point in Time • Funds From Operations - Other - Quarterly - Point in Time • Funds From Operations - Total - Quarterly - Concept - Point in Time • Funds From Operations - Total - Quarterly - Point in Time • Income Before Extraordinary Items (Cash Flow) Quarterly - Concept - Point in Time • Income Before Extraordinary Items (Cash Flow) Quarterly - Point in Time • Income Before Extraordinary Items - Adjst. for Common Stock Equivalents - Quarterly - Concept Point in Time • Income Before Extraordinary Items - Adjst. for Common Stock Equivalents - Quarterly - Point in Time • Income Before Extraordinary Items - Available for Common - Quarterly - Concept - Point in Time • Income Before Extraordinary Items - Available for Common - Quarterly - Point in Time • Income Before Extraordinary Items - Quarterly Concept - Point in Time • Income Before Extraordinary Items - Quarterly - Point 11 Data Item Name in Time • Income Taxes - Accrued - Increase (Decrease) Quarterly - Concept - Point in Time • Income Taxes - Accrued - Increase (Decrease) Quarterly - Point in Time • Income Taxes - Total - Quarterly - Concept - Point in Time • Income Taxes - Total - Quarterly - Point in Time • Income Taxes Paid - Quarterly - Concept - Point in Time • Income Taxes Paid - Quarterly - Note • Income Taxes Paid - Quarterly - Point in Time • Income Taxes Payable - Quarterly - Concept - Point in Time • Income Taxes Payable - Quarterly - Point in Time • Indicated Annual Dividends - Quarterly - Concept Point in Time • Indicated Annual Dividends - Quarterly - Point in Time • Interest Expense - Quarterly - Concept - Point in Time • Interest Expense - Quarterly - Point in Time • Interest Expense - Total (FS) - Quarterly - Concept Point in Time • Interest Expense - Total (FS) - Quarterly - Point in Time • Interest Income - Total (FS) - Quarterly - Concept Point in Time • Interest Income - Total (FS) - Quarterly - Point in Time • Interest Paid - Net of Capitalized Interest - Quarterly Concept - Point in Time • Interest Paid - Net of Capitalized Interest - Quarterly - Point in Time • Inventories - Total - Quarterly - Concept - Point in Time • Inventories - Total - Quarterly - Point in Time • Inventory - Decrease (Increase) - Quarterly - Concept - Point in Time • Inventory - Decrease (Increase) - Quarterly - Point in Time • Invested Capital - Total - Quarterly - Concept - Point in Time • Invested Capital - Total - Quarterly - Point in Time • Investing Activities - Net Cash Flow - Quarterly Concept - Point in Time • Investing Activities - Net Cash Flow - Quarterly Point in Time • Investing Activities - Other - Quarterly - Concept Point in Time • Investing Activities - Other - Quarterly - Point in Time • Investments - Increase - Quarterly - Concept - Point in Time • Investments - Increase - Quarterly - Point in Time • Issuance of Long-Term Debt - Quarterly - Concept Point in Time • Issuance of Long-Term Debt - Quarterly - Point in Time • Liabilities - Other - Quarterly - Concept - Point in Time • Liabilities - Other - Quarterly - Point in Time • Liabilities - Total - Quarterly - Concept - Point in Time • Liabilities - Total - Quarterly - Point in Time • Long-Term Debt - Reduction - Quarterly - Concept Point in Time • Long-Term Debt - Reduction - Quarterly - Point in Time • Long-Term Debt - Total - Quarterly - Concept - Point in Time • Long-Term Debt - Total - Quarterly - Point in Time • Market Value Consolidated - Total - Point in Time • Minority Interest (Balance Sheet) - Quarterly Concept - Point in Time • Minority Interest (Balance Sheet) - Quarterly - Point 12 in Time • Minority Interest (Income Account) - Quarterly Concept - Point in Time • Minority Interest (Income Account) - Quarterly - Point in Time • Net Charge-Offs - Quarterly - Concept - Point in Time • Net Charge-Offs - Quarterly - Point in Time • Operating Income Before Depreciation - Quarterly Concept - Point in Time • Net Income (Loss) - Quarterly - Concept - Point in Time • Net Income (Loss) - Quarterly - Point in Time • Net Interest Income (Tax Equivalent) - Quarterly Concept - Point in Time • Net Interest Income (Tax Equivalent) - Quarterly Point in Time • Net Interest Margin - Quarterly - Concept - Point in Time • Net Interest Margin - Quarterly - Point in Time • Nonoperating Income (Expense) - Quarterly Concept - Point in Time • Nonoperating Income (Expense) - Quarterly - Point in Time • Nonperforming Assets - Total - Quarterly - Concept - Point in Time • Nonperforming Assets - Total - Quarterly - Point in Time • Operating Activities - Net Cash Flow - Quarterly Concept - Point in Time • Operating Activities - Net Cash Flow - Quarterly Point in Time • Operating Income Before Depreciation - Quarterly Concept - Point in Time • Operating Income Before Depreciation - Quarterly Concept - Point in Time • Operating Income Before Depreciation - Quarterly Point in Time • Operating Income Before Depreciation - Quarterly Concept - Point in Time • Operating Income Before Depreciation - Quarterly Point in Time • Point-in-Time Concept Definition • Point-in-Time Item Definition • PP&E (Gross) - Total - Quarterly - Concept - Point in Time • PP&E (Gross) - Total - Quarterly - Point in Time • PP&E (Net) - Total - Quarterly - Concept - Point in Time • PP&E (Net) - Total - Quarterly - Point in Time • Preferred Stock - Quarterly - Concept - Point in Time • Preferred Stock - Quarterly - Point in Time • Preferred Stock - Redeemable - Quarterly - Concept - Point in Time • Preferred Stock - Redeemable - Quarterly - Point in Time • Pretax Income - Quarterly - Concept - Point in Time • Pretax Income - Quarterly - Point in Time • Price - Monthly- Point in Time • Price to Book - Point in Time • Price/Sales per Share - Monthly - Point in Time • Provision for Loan/Asset Losses - Quarterly Concept - Point in Time • Provision for Loan/Asset Losses - Quarterly - Point in Time • Purchase of Common and Preferred Stock - Quarterly - Concept - Point in Time • Purchase of Common and Preferred Stock - Quarterly - Point in Time • Quarterizer - Point in Time • Receivables - Decrease (Increase) - Quarterly Concept - Point in Time • Receivables - Decrease (Increase) - Quarterly - Point in Time • Receivables - Total - Quarterly - Concept - Point in Time • Receivables - Total - Quarterly - Point in Time • Research and Development Expense - Quarterly Concept - Point in Time • Research and Development Expense - Quarterly Point in Time • Reserve for Loan/Asset Losses - Quarterly - Concept - Point in Time • Reserve for Loan/Asset Losses - Quarterly - Point in Time • Retained Earnings - Quarterly - Concept - Point in Time • Retained Earnings - Quarterly - Point in Time • Return on Assets - Quarterly - Point in Time Concept • Operating Income Before Depreciation - Quarterly Concept - Point in Time • Operating Income Before Depreciation - Quarterly Concept - Point in Time • Risk-Adjusted Capital Ratio - Tier 1 - Quarterly Concept - Point in Time • Risk-Adjusted Capital Ratio - Tier 1 - Quarterly - Point in Time • Risk-Adjusted Capital Ratio - Total - Quarterly Concept - Point in Time • Risk-Adjusted Capital Ratio - Total - Quarterly - Point in Time • Sale of Common and Preferred Stock - Quarterly Concept - Point in Time • Sale of Common and Preferred Stock - Quarterly Point in Time • Sale of Investments - Quarterly - Concept - Point in Time • Sale of Investments - Quarterly - Point in Time • Sale of PPE and Investments - Loss (Gain) - Quarterly - Concept - Point in Time • Sale of PPE and Investments - Loss (Gain) - Quarterly - Point in Time • Sale of Property, Plant, and Equipment - Quarterly Concept - Point in Time • Sale of Property, Plant, and Equipment - Quarterly Point in Time • Sales (Net) - Quarterly - Concept - Point in Time • Sales (Net) - Quarterly - Point in Time • Selling, General, and Administrative Expenses Quarterly - Concept - Point in Time • Selling, General, and Administrative Expenses Quarterly - Point in Time • Short-Term Investments - Change - Quarterly Concept - Point in Time • Short-Term Investments - Change - Quarterly - Point in Time • Sources of Funds - Other - Quarterly - Concept - Point in Time • Sources of Funds - Other - Quarterly - Point in Time • Sources of Funds - Total - Quarterly - Concept - Point in Time • Sources of Funds - Total - Quarterly - Point in Time • Special Items - Quarterly - Concept - Point in Time • Special Items - Quarterly - Point in Time • Stockholders’ Equity - Quarterly - Concept - Point in Time • Stockholders’ Equity - Quarterly - Point in Time Data Item Name • Treasury Stock - Dollar Amount - Total - Quarterly Concept - Point in Time • Treasury Stock - Dollar Amount - Total - Quarterly Point in Time • Use of Funds - Total - Quarterly - Concept - Point in Time • Use of Funds - Total - Quarterly - Point in Time • Uses of Funds - Other - Quarterly - Concept - Point in Time • Uses of Funds - Other - Quarterly - Point in Time • Working Capital Changes - Other - Increase (Decrease) - Quarterly - Concept - Point in Time • Working Capital Changes - Other - Increase (Decrease) - Quarterly - Point in Time Prices, Dividends, Earnings and Shares • Adjustment Factor (Company) - Cumulative by Ex-date • Adjustment Factor (Company) - Cumulative by Ex-date - Current • Adjustment Factor (Company) - Cumulative by Ex-date - Daily • Adjustment Factor (Company) - Cumulative by Ex-date - Monthly • Adjustment Factor (Company) - Cumulative by Ex-date - Quarterly • Adjustment Factor (Company) - Cumulative by Ex-date - Weekly • Adjustment Factor (Company) - Cumulative by Payable Date - Annual • Adjustment Factor (Company) - Cumulative by Payable Date - Current • Adjustment Factor (Company) - Cumulative by Payable Date - Daily • Adjustment Factor (Company) - Cumulative by Payable Date - Monthly • Adjustment Factor (Company) - Cumulative by Payable Date - Quarterly • Adjustment Factor (Company) - Cumulative by Payable Date - Weekly • Adjustment Factor (Company) - Current Date Daily • Average Trading Volume - 10 Year • Average Trading Volume - 3 Year • Average Trading Volume - 5 Year • Cash Equivalent Distributions Per Share by Ex-Date • Common Shares Outstanding - Company • Common Shares Outstanding - Company - Quarterly • Common Shares Outstanding - Company - Quarterly - Note • Common Shares Reserved for Conversion Convertible Debt • Common Shares Reserved for Conversion - Preferred Stock • Common Shares Reserved for Conversion - Stock Options • Common Shares Reserved for Conversion - Total • Common Shares Reserved for Conversion - Warrants and Other • Dividend Rate - Current • Dividends per Share by Ex-Date • Dividends per Share by Ex-Date - Monthly • Dividends per Share by Ex-Date - Quarterly • Dividends per Share by Payable Date • Dividends per Share by Payable Date - Quarterly • Earnings Before Depreciation • Earnings Before Interest and Taxes • EPS - 12-Month Moving Historical - Canada • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • EPS Basic - Excl. Extra. Items EPS Basic - Excl. Extra. Items (12-Months Moving) EPS Basic - Excl. Extra. Items - Note EPS Basic - Excl. Extra. Items - Quarterly EPS Basic - Excl. Extra. Items - Quarterly - Note EPS Basic - Incl. Extra. Items EPS Basic - Incl. Extra. Items (Restated) EPS Basic - Incl. Extra. Items - Note EPS Basic - Incl. Extra. Items - Quarterly EPS Basic - Incl. Extra. Items - Quarterly - Note EPS Basic Excluding Extra Items - Consolidated Qtly Average EPS Basic from Operations EPS Basic from Operations - Note EPS Basic From Operations - Quarterly - Note EPS Diluted - Excl. Extra. Items EPS Diluted - Excl. Extra. Items - 12 MM EPS Diluted - Excl. Extra. Items Quarterly EPS Diluted - Incl. Extra. Items EPS Diluted - Incl. Extra. Items - Quarterly EPS Diluted from Operations EPS Diluted from Operations - 12 MM EPS Diluted from Operations - Quarterly EPS From Operations - 12 MM EPS Percentage Change - 1 Year EPS Percentage Change - 10 Year EPS Percentage Change - 3 Year EPS Percentage Change - 5 Year High Price - 10-Year Average High Price - 12-Months Moving High Price - 3-Year Average High Price - 5-Year Average Index Value - Total Return - Dividends Index Value - Total Return - Net Dividends Index Value - Total Return Monthly - Gross Daily Index Value - Total Return Monthly - Net Daily Indicated Annual Dividends - Quarterly Low Price - 10-Year Average Low Price - 12-Month Moving Low Price - 3-Year Average Low Price - 5-Year Average Preferred Shares Outstanding - Nonredeemable Preferred Shares Outstanding - Redeemable Price - Calendar Year - Close Price - Calendar Year - High Price - Calendar Year - Low Price - Fiscal Year - Close Price - Fiscal Year - High Price - Fiscal Year - Low Price - Monthly - Close Price - Monthly - High Price - Monthly - Low Price - Weekly Raw Adjustment Factor - Ex Date Raw Adjustment Factor - Pay Date Reported Date of Quarterly Earnings Per Share Repurchase Price - Average per Share - Quarterly Shares Held Portfolio Short Interest Trading Volume - Annual (Calendar Year) Trading Volume - Annual (Fiscal Year) Trading Volume - Current Trading Volume - Daily Trading Volume - Monthly Trading Volume - Quarterly Trading Volume - Weekly Property, Plant and Equipment • Accumulated Depreciation - (Schedule VI) Beginning Balance • Accumulated Depreciation - (Schedule VI) Buildings • Accumulated Depreciation - (Schedule VI) Construction in Progress • Accumulated Depreciation - (Schedule VI) Ending Balance • Accumulated Depreciation - (Schedule VI) Land and Improvements • Accumulated Depreciation - (Schedule VI) Leases • Accumulated Depreciation - (Schedule VI) Machinery and Equipment • Accumulated Depreciation - (Schedule VI) Natural Resources • Accumulated Depreciation - (Schedule VI) Other • Accumulated Depreciation - (Schedule VI) Other Changes • Accumulated Depreciation - (Schedule VI) Retirements • Depletion Expense (Schedule VI) • Depreciation Expense (Schedule VI) • PP&E (At Cost) - Buildings • PP&E (At Cost) - Construction in Progress • PP&E (At Cost) - Land and Improvements • PP&E (At Cost) - Leases • PP&E (At Cost) - Machinery and Equipment • PP&E (At Cost) - Natural Resources • PP&E (At Cost) - Other • PP&E - Beginning Balance (Schedule V) • PP&E - Capital Expenditures (Schedule V) • PP&E - Ending Balance • PP&E - Other Changes • PP&E - Retirements • PP&E (Net) - Buildings • PP&E (Net) - Construction in Progress • PP&E (Net) - Land and Improvements • PP&E (Net) - Leases • PP&E (Net) - Machinery and Equipment • PP&E (Net) - Natural Resources • PP&E (Net) - Other Restated Data • Assets - Total (Restated) • Coefficient of Determination - Restated Sales - 10 Year • Capital Expenditures (Restated) • Coefficient of Determination - Restated EPS Basic Excluding - 3 Year • Coefficient of Determination - Restated EPS Basic Excluding - 5 Year • Coefficient of Determination - Restated EPS Basic Excluding - 10 Year • Coefficient of Determination - Restated Sales - 3 Year • Coefficient of Determination - Restated Sales - 5 Year • Common Shares for Basic Earnings Per Share (Restated) • Cost of Goods Sold (Restated) • Depreciation and Amortization (Restated) • EPS Basic - Excl. Extra. Items (Restated) • EPS Basic - Incl. Extra. Items (Restated) • EPS Diluted - Excl. Extra. Items (Restated) • EPS Diluted - Incl. Extra. Items (Restated) • Employees (Restated) • Extra. Items and Discontinued Operations (Restated) • Income Before Extraordinary Items (Restated) • Income Taxes - Total (Restated) • Interest Expense (Restated) • Least Squares Growth Rate - Restated EPS Primary 13 Data Item Name - Excl. - 3 Year • Least Squares Growth Rate - Restated EPS Primary - Excl. - 5 Year • Least Squares Growth Rate - Restated EPS Primary - Excl. - 10 Year • Least Squares Growth Rate - Restated Sales - 3 Year • Least Squares Growth Rate - Restated Sales - 5 Year • Long-Term Debt - Total (Restated) • Minority Interest (Income Account) (Restated) • Net Income (Loss) - Restated • Nonoperating Income (Expense) - (Restated) • Pretax Income (Restated) • PP&E (Net) - Total (Restated) • Retained Earnings (Restated) • Sales (Net) (Restated) • Selling, General and Administrative Expenses (Restated) • Stockholders’ Equity (Restated) • Working Capital (Restated) Standard & Poor’s Core Earnings • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 14 As Reported Core After Tax As Reported Core After Tax Footnote As Reported Core After Tax Quarterly As Reported Core After Tax Quarterly Footnote As Reported Core Basic EPS Effect As Reported Core Basic EPS Effect Footnote As Reported Core Basic EPS Effect 12MM As Reported Core Basic EPS Effect 12MM Footnote As Reported Core Basic EPS Effect Quarterly As Reported Core Basic EPS Effect Quarterly Footnote As Reported Core Diluted EPS Effect As Reported Core Diluted EPS Effect Footnote As Reported Core Diluted EPS Effect 12MM As Reported Core Diluted EPS Effect 12MM Footnote As Reported Core Diluted EPS Effect Quarterly As Reported Core Diluted EPS Effect Quarterly Footnote Core EPS Basic Percent Change Core EPS Basic 1 Yr % Change Core Implied Option EPS Basic Core Implied Option EPS Basic 12MM Core Implied Option EPS Basic Quarterly Core Implied Option EPS Diluted Core Implied Option EPS Diluted 12MM Core Implied Option EPS Diluted Quarterly Core Implied Option Expense Implied Option Expense Footnote Core Implied Option Expense Quarterly Implied Option Expense Implied Option Expense Quarterly Footnote Core Implied Option Expense 12MM Implied Option Expense Implied Option Expense 12MM Footnote Core Pension Adjustment Core Pension Adjustment Footnote Core Pension Adjustment 12MM Core Pension Adjustment 12MM Footnote Core Pension Adjustment Quarterly Core Pension Adjustment Quarterly Footnote Core Pension Adjustment Preliminary Core Pension Adjustment Preliminary Footnote Core Pension Adjustment Basic EPS Effect Core Pension Adjustment Basic EPS Effect Footnote Core Pension Adjustment Basic EPS 12MM Core Pension Adjustment Basic EPS 12MM Footnote • Core Pension Adjustment Basic EPS 12MM Preliminary • Core Pension Adjustment Basic EPS 12MM Preliminary Footnote • Core Pension Adjustment Basic EPS Quarterly • Core Pension Adjustment Basic EPS Footnote • Core Pension Adjustment Basic EPS Preliminary • Core Pension Adjustment Basic EPS Preliminary Footnote • Core Pension Adjustment Diluted EPS Effect • Core Pension Adjustment Diluted EPS Effect Footnote • Core Pension Adjustment Diluted EPS 12MM • Core Pension Adjustment Diluted EPS 12MM Footnote • Core Pension Adjustment Diluted EPS 12MM Preliminary • Core Pension Adjustment Diluted EPS 12MM Preliminary Footnote • Core Pension Adjustment Diluted EPS Effect Quarterly • Core Pension Adjustment Diluted EPS Effect Quarterly Footnote • Core Pension Adjustment Diluted EPS Effect Quarterly Preliminary • Core Pension Adjustment Diluted EPS Effect Quarterly Preliminary Footnote • Core Pension Interest Adjustment After Tax • Core Pension Interest Adjustment After Tax Footnote • Core Pension Interest Adjustment After Tax Quarterly • Core Pension Interest Adjustment After Tax Quarterly Footnote • Core Pension Interest Adjustment After Tax Preliminary • Core Pension Interest Adjustment After Tax Preliminary Footnote • Core Pension Interest Adjustment Basic EPS Effect • Core Pension Interest Adjustment Basic EPS Effect Footnote • Core Pension Interest Adjustment Basic EPS Effect Quarterly • Core Pension Interest Adjustment Basic EPS Effect Quarterly Footnote • Core Pension Interest Adjustment Basic EPS Effect Preliminary • Core Pension Interest Adjustment Basic EPS Effect Preliminary Footnote • Core Pension Interest Adjustment Diluted EPS Effect • Core Pension Interest Adjustment Diluted EPS Effect Footnote • Core Pension Interest Adjustment Diluted EPS Effect Quarterly • Core Pension Interest Adjustment Diluted EPS Effect Quarterly Footnote • Core Pension Interest Adjustment Diluted EPS Effect Preliminary • Core Pension Interest Adjustment Diluted EPS Effect Preliminary Footnote • Core Pension Interest Adjustment Pretax • Core Pension Interest Adjustment Pretax Footnote • Core Pension Interest Adjustment Pretax Quarterly • Core Pension Interest Adjustment Pretax Quarterly Footnote • Core Pension Interest Adjustment Pretax Preliminary • Core Pension Interest Adjustment Pretax Preliminary Footnote • Core Pension W/O Interest Adjustment After Tax • Core Pension W/O Interest Adjustment After Tax Footnote • Core Pension W/O Interest Adjustment After Tax Quarterly • Core Pension W/O Interest Adjustment After Tax Quarterly Footnote • Core Pension W/O Interest Adjustment After Tax Quarterly Preliminary • Core Pension W/O Interest Adjustment After Tax Quarterly Preliminary Footnote • Core Pension W/O Interest Adjustment Basic EPS Effect • Core Pension W/O Interest Adjustment Basic EPS Effect Footnote • Core Pension W/O Interest Adjustment Basic EPS Effect Quarterly • Core Pension W/O Interest Adjustment Basic EPS Effect Quarterly Footnote • Core Pension W/O Interest Adjustment Basic EPS Quarterly Preliminary • Core Pension W/O Interest Adjustment Basic EPS Quarterly Preliminary Footnote • Core Pension W/O Interest Adjustment Diluted EPS Effect • Core Pension W/O Interest Adjustment Diluted EPS Effect Footnote • Core Pension W/O Interest Adjustment Diluted EPS Effect Quarterly • Core Pension W/O Interest Adjustment Diluted EPS Effect Quarterly Footnote • Core Pension W/O Interest Adjustment Diluted EPS Effect Quarterly Preliminary • Core Pension W/O Interest Adjustment Diluted EPS Effect Quarterly Preliminary Footnote • Core Pension W/O Interest Adjustment Pretax • Core Pension W/O Interest Adjustment Pretax Footnote • Core Pension W/O Interest Adjustment Pretax Quarterly • Core Pension W/O Interest Adjustment Pretax Quarterly Footnote • Core Pension W/O Interest Adjustment Pretax Preliminary • Core Pension W/O Interest Adjustment Pretax Preliminary Footnote • Core Postretirement Adjustment • Core Postretirement Adjustment Footnote • Core Postretirement Adjustment 12MM • Core Postretirement Adjustment 12MM Footnote • Core Postretirement Adjustment Quarterly • Core Postretirement Adjustment Quarterly Footnote • Core Postretirement Adjustment Preliminary • Core Postretirement Adjustment Preliminary Footnote • Core Postretirement Adjustment Basic EPS Effect • Core Postretirement Adjustment Basic EPS Effect Footnote • Core Postretirement Adjustment 12MM Basic EPS Effect • Core Postretirement Adjustment 12MM Basic EPS Effect Footnote • Core Postretirement Adjustment 12MM Basic EPS Effect Preliminary • Core Postretirement Adjustment 12MM Basic EPS Effect Preliminary Footnote • Core Postretirement Adjustment Basic EPS Effect Quarterly • Core Postretirement Adjustment Basic EPS Effect Quarterly Footnote Data Item Name • Core Postretirement Adjustment Basic EPS Effect Preliminary • Core Postretirement Adjustment Basic EPS Effect Preliminary Footnote • Core Postretirement Adjustment Diluted EPS Effect • Core Postretirement Adjustment Diluted EPS Effect Footnote • Core Postretirement Adjustment Diluted EPS Effect 12MM • Core Postretirement Adjustment Diluted EPS Effect 12MM Footnote • Core Postretirement Adjustment Diluted EPS Effect Quarterly • Core Postretirement Adjustment Diluted EPS Effect Quarterly Footnote • Core Postretirement Adjustment Diluted EPS Effect Preliminary • Core Postretirement Adjustment Diluted EPS Effect Preliminary Footnote • Core Postretirement Adjustment 12MM Diluted EPS Effect Preliminary • Core Postretirement Adjustment 12MM Diluted EPS Effect Preliminary Footnote • Gain/Loss on Sale After Tax • Gain/Loss on Sale After Tax Footnote • Gain/Loss on Sale After Tax 12MM • Gain/Loss on Sale After Tax 12MM Footnote • Gain/Loss on Sale After Tax - Quarterly • Gain/Loss on Sale After Tax Quarterly Footnote • Gain/Loss on Sale Basic EPS Effect • Gain/Loss on Sale Basic EPS Effect Footnote • Gain/Loss on Sale Basic EPS Effect 12MM • Gain/Loss on Sale Basic EPS Effect 12MM Footnote • Gain/Loss on Sale Basic EPS Effect - Quarterly • Gain/Loss on Sale Basic EPS Effect Quarterly Footnote • Gain/Loss on Sale Diluted EPS Effect • Gain/Loss on Sale Diluted EPS Effect Footnote • Gain/Loss on Sale Diluted EPS Effect 12MM • Gain/Loss on Sale Diluted EPS Effect 12MM Footnote • Gain/Loss on Sale Diluted EPS Effect - Quarterly • Gain/Loss on Sale Diluted EPS Effect Quarterly Footnote • Gain/Loss on Sale Pretax • Gain/Loss on Sale Pretax Footnote • Gain/Loss on Sale Pretax - Quarterly • Gain/Loss on Sale Pretax Quarterly Footnote • Implied Option Expense Preliminary • Implied Option Expense Preliminary Footnote • Implied Option EPS Basic • Implied Option EPS Basic Footnote • Implied Option EPS Basic 12MM • Implied Option EPS Basic 12MM Footnote • Implied Option EPS Basic Quarterly • Implied Option EPS Basic Quarterly Footnote • Implied Option EPS Basic Preliminary • Implied Option EPS Basic Preliminary Footnote • Implied Option 12MM EPS Basic Preliminary • Implied Option 12MM EPS Basic Preliminary Footnote • Implied Option EPS Diluted • Implied Option EPS Diluted Footnote • Implied Option EPS Diluted 12MM • Implied Option EPS Diluted 12MM Footnote • Implied Option EPS Diluted Quarterly • Implied Option EPS Diluted Quarterly Footnote • Implied Option EPS Diluted 12MM Preliminary • Implied Option EPS Diluted 12MM Preliminary Footnote • Implied Option EPS Diluted Quarterly Preliminary • Implied Option EPS Diluted Preliminary Footnote • Pension Actual Return on Plan Assets • Pension Actual Return on Plan Assets Footnote • Periodic Pension Cost (Net) Footnote • Pension Plans Interest Cost Footnote • Pension Plans Return on Plan Assets (Expected) Footnote • Pension Plans Service Cost Footnote • Periodic Postretirement Benefit Costs Footnote • Postretirement Actual Return on Plan Assets • Postretirement Actual Return on Plan Assets Footnote • Postretirement Benefit Asset (Liability) (Net) Footnote • Postretirement Expected Return on Plan Assets • Postretirement Expected Return on Plan Assets Footnote • Postretirement Interest Cost • Postretirement Interest Cost Footnote • Postretirement Service Cost • Postretirement Service Cost Footnote • Reversal - Restructuring/Acquisition After Tax • Reversal - Restructuring/Acquisition After Tax Footnote • Reversal - Restructuring/Acquisition After Tax 12MM • Reversal - Restructuring/Acquisition After Tax 12MM Footnote • Reversal - Restructuring/Acquisition After Tax Quarterly • Reversal - Restructuring/Acquisition After Tax Qtly Footnote • Reversal - Restructuring/Acquisition Basic EPS Effect • Reversal - Restructuring/Acquisition Basic EPS Footnote • Reversal - Restructuring/Acquisition Basic EPS 12MM • Reversal - Restructuring/Acquisition Basic EPS 12MM Footnote • Reversal - Restructuring/Acquisition Basic EPS Effect Qtly • Reversal - Restructuring/Acquisition Basic EPS Effect Qtly Footnote • Reversal - Restructuring/Acquisition Diluted EPS Effect • Reversal - Restructuring/Acquisition Diluted EPS Footnote • Reversal - Restructuring/Acquisition Diluted EPS 12MM • Reversal - Restructuring/Acquisition Diluted EPS 12MM Footnote • Reversal - Restructuring/Acquisition Diluted EPS Effect Quarterly • Reversal - Restructuring/Acquisition Diluted EPS Effect Quarterly Footnote • Reversal - Restructuring/Acquisition Pretax • Reversal - Restructuring/Acquisition Pretax Footnote • Reversal - Restructuring/Acquisition Pretax Quarterly • Reversal - Restructuring/Acquisition Pretax Quarterly Footnote • Settlement (Litigation/Insurance) After Tax 12MM • Settlement (Litigation/Insurance) After Tax 12MM Footnote • Settlement (Litigation/Insurance) After Tax Footnote • Settlement (Litigation/Insurance) After Tax Quarterly Footnote • Settlement (Litigation/Insurance) Basic EPS 12MM • Settlement (Litigation/Insurance) Basic EPS 12MM Footnote • Settlement (Litigation/Insurance) Basic EPS Footnote • Settlement (Litigation/Insurance) Basic EPS Quarterly Footnote • Settlement (Litigation/Insurance) Diluted EPS 12MM • Settlement (Litigation/Insurance) Diluted EPS 12MM Footnote • Settlement (Litigation/Insurance) Diluted EPS Footnote • Settlement (Litigation/Insurance) Diluted EPS Quarterly Footnote • Standard & Poor’s Core Earnings - Annual • Standard & Poor’s Core Earnings Footnote • Standard & Poor’s Core Earnings Footnote • Standard & Poor’s Core Earnings 12MM • Standard & Poor’s Core Earnings 12MM Footnote • Standard & Poor’s Core Earnings - Quarterly • Standard & Poor’s Core Earnings Preliminary Footnote • Standard & Poor’s Core Earnings 12MM Preliminary • Standard & Poor’s Core Earnings 12MM Preliminary Footnote • Standard & Poor’s Core Earnings - Quarterly Preliminary • Standard & Poor’s Core EPS - Annual Basic • Standard & Poor’s Core Earnings EPS Basic Footnote • Standard & Poor’s Core Earnings EPS Basic 12MM • Standard & Poor’s Core Earnings EPS Basic 12MM Footnote • Standard & Poor’s Core EPS - Basic - Quarterly • Standard & Poor’s Core Earnings EPS Basic Quarterly Footnote • Standard & Poor’s Core Earnings EPS Basic 12MM Preliminary • Standard & Poor’s Core Earnings EPS Basic 12MM Preliminary Footnote • Standard & Poor’s Core Earnings EPS Basic Preliminary Footnote • Standard & Poor’s Core EPS - Basic - Quarterly Preliminary • Standard & Poor’s Core EPS - Annual Diluted • Standard & Poor’s Core Earnings EPS Diluted Footnote • Standard & Poor’s Core Earnings EPS Diluted 12MM • Standard & Poor’s Core Earnings EPS Diluted 12MM Footnote • Standard & Poor’s Core EPS - Diluted - Quarterly • Standard & Poor’s Core Earnings EPS Diluted Quarterly Footnote • Standard & Poor’s Core Earnings EPS Diluted 12MM Preliminary • Standard & Poor’s Core EPS - Diluted - Quarterly Preliminary • Standard & Poor’s Core Earnings EPS Diluted Preliminary Footnote • Standard & Poor’s Core Earnings EPS Diluted 12MM Preliminary Footnote • Standard & Poor’s Price/Core EPS - Basic • Standard & Poor’s Price/Core EPS - Diluted • Stock Compensation Expense • Stock Compensation Expense Footnote 15 Data Item Name • • • • Stock Compensation Expense - Quarterly Stock Compensation Expense Quarterly Footnote Standard & Poor’s Core Earnings - Profit Margin Standard & Poor’s Core Earnings Return on Equity Statement of Cash Flows/ Statement of Changes • Accounts Payable and Accrued Liabilities - Increase (Decrease) • Accounts Payable and Accrued Liabilities - Increase (Decrease) - Quarterly • Accounts Payable and Accrued Liabilites - Increase (Decrease) - 12MM • Acquisitions • Acquisitions - Quarterly • Acquisitions 12MM • Assets and Liabilities - Other (Net Change) • Assets and Liabilities - Other (Net Change) Quarterly • Assets and Liabilities - Other Net Change - 12MM • Capital Expenditures • Capital Expenditures - Note • Capital Expenditures - Quarterly • Capital Expenditures - Quarterly - Note • Capital Expenditures 12MM • Capital Expenditures 12MM Note • Cash and Equivalents - Changes • Cash and Equivalents - Changes - Quarterly • Cash and Equivalents - Changes - 12MM • Cash Dividends • Cash Dividends - Quarterly • Cash Dividends 12MM • Cash Reinvestment Ratio 12MM • Current Debt - Changes • Current Debt - Changes - Quarterly • Current Debt - Changes -12MM • Deferred Taxes • Deferred Taxes - Quarterly • Deferred Taxes - 12MM • Depreciation and Amortization • Depreciation and Amortization - Quarterly C/F • Depreciation - 12MM • Equity in Net Loss (Earnings) • Equity in Net Loss (Earnings) - Quarterly • Equity in Net Loss (Earnings) 12MM • Exchange Rate Effect • Exchange Rate Effect - Quarterly • Exchange Rate Effect 12MM • Extra. Items and Discontinued Operations • Extra. Items and Discontinued Operations - Quarterly • Extraordinary Items and Discontinued Operations - 12MM • Financing Activities - Net Cash Flow • Financing Activities - Net Cash Flow - Quarterly • Financing Activities - Net Cash Flow 12MM • Financing Activities - Other • Financing Activities - Other - Quarterly • Financing Activities - Other 12MM • Format Code • Format Code - Quarterly • Funds From Operations - Other • Funds From Operations - Other - Quarterly • Funds from Operations - Other 12MM • Funds from Operations - Other Excluding Option Tax Benefit • Funds From Operations - Total • Funds From Operations - Total - Quarterly • Funds from Operations - Total 12MM 16 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Income Before Extraordinary Items Income Before Extraordinary Items - Quarterly Income Before Extraordinary Items - 12MM Income Taxes - Accrued - Increase (Decrease) Income Taxes - Accrued - Increase (Decrease) Quarterly Income Tax - Accrued - Increase (Decrease) 12MM Income Taxes Paid Income Taxes Paid - Quarterly Income Taxes Paid 12MM Interest Paid - Net of Capitalized Interest Interest Paid - Net of Capitalized Interest - Quarterly Interest Paid - Net Capitalized Interest 12MM Inventory - Decrease (Increase) Inventory - Decrease (Increase) - Quarterly Inventory Decrease (Increase) 12MM Investing Activities - Net Cash Flow Investing Activities - Net Cash Flow - Quarterly Investing Activities - Net Cash Flow 12MM Investing Activities - Other Investing Activities - Other - Quarterly Investing Activities - Other - 12MM Investments - Increase Investments - Increase - Quarterly Investments - Increase - 12MM Issuance of Long-Term Debt Issuance of Long-Term Debt - Quarterly Issuance of Long Term Debt 12MM Long-Term Debt - Reduction Long-Term Debt - Reduction - Quarterly Long Term Debt - Reduction - 12MM Operating Activities - Net Cash Flow Operating Activities - Net Cash Flow - Quarterly Operating Activities Net Cash Flow 12MM Purchase of Common and Preferred Stock Purchase of Common and Preferred Stock - Quarterly Purchase of Common and Preferred Stock 12MM Receivables - Decrease (Increase) Receivables - Decrease (Increase) - Quarterly Receivables Decrease (Increase) 12MM Sale of Common and Preferred Stock Sale of Common and Preferred Stock - Quarterly Sale of Common and Preferred Stock 12MM Sale of Investments Sale of Investments - Quarterly Sale of Investments 12MM Sale of Property, Plant, and Equipment Sale of Property, Plant, and Equipment - Quarterly Sale of Property, Plant and Equipment - 12MM Sale of PPE and Investments - Loss (Gain) Sale of PPE and Investments - Loss (Gain) - Quarterly Sale of PP&E and Investments - Loss (Gain) 12MM Short-Term Investments - Change Short-Term Investments - Change - Quarterly Short Term Investments - Change - 12MM Sources of Funds - Other Sources of Funds - Other - Quarterly Sources of Funds - Other 12MM Sources of Funds - Total Sources of Funds - Total - Quarterly Sources of Funds - Total 12MM Tax Benefit of Stock Options - Cash Flow Operating Tax Benefit Stock Option Tax Benefit Stock Option Quarterly Uses of Funds - Other Uses of Funds - Other - Quarterly Uses of Funds - Other 12MM Use of Funds - Total • Use of Funds - Total - Quarterly • Uses of Funds - Total 12MM • Working Capital Changes - Other - Increase (Decrease) • Working Capital Changes - Other - Increase (Decrease) - Quarterly • Working Capital - Change - Other Increase (Decrease) 12MM • Working Capital Changes - Total • Working Capital Changes - Total - Quarterly • Working Capital Change - Total - 12 Month Moving Supplemental Balance Sheet • Accumulated Depreciation of Real Estate Property • Accumulated Depreciation of Real Estate Property - Quarterly • Accumulated Other Comprehensive Income Derivative Unrealized Gain/Loss • Accumulated Other Comprehensive Income - Other Adjustments • Accumulated Other Comprehensive Income Pension/Postretirement Adjustment • Accumulated Other Comprehensive Income Marketable Securities Adjustment • Accumulated Other Comprehensive Income Unrealized Gain/Loss in Retained Interest and Securitized Assets • ADR Ratio • ADR Ratio - Current • ADR RATIO - Quarterly • Assets - Long-Term - Other - Quarterly • Assets - Other - Excluding Discontinued Operations • Average Short-Term Borrowings • Average Short-Term Borrowings Rate • Common Equity - Liquidation Value • Common Equity - Tangible • Common Shares Issued • Common Shares Issued - Quarterly • Common Shares Outstanding - Company • Common Shares Outstanding - Company - Quarterly • Common Shares Outstanding - Company - Quarterly - Note • Common Stock - Per Share Carrying Value • Compensating Balance • Contingent Liabilities - Guarantees • Contingent Liabilities - Guarantees - Notes • Convertible Debt and Preferred Stock • Current Assets - Discontinued Operations • Current Assets - Other - Excluding Discontinued Operations • Days to Pay Accounts Payable • Days to Pay Accounts Payable - Quarterly • Days to Sell Inventory • Days to Sell Inventory - Quarterly • Debt - Capitalized Lease Obligations • Debt - Capitalized Lease Obligations - Note • Debt - Consolidated Subsidiary • Debt - Consolidated Subsidiary - Note • Debt - Convertible Subordinated • Debt - Convertible Total • Debt - Debentures • Debt Due in 2nd Year • Debt Due in 3rd Year • Debt Due in 4th Year • Debt Due in 5th Year • Debt Due in 2nd, 3rd, 4th, and 5th Years - Note • Debt - Finance Subsidiary • Debt - Finance Subsidiary - Note • Debt - Mortgage and Other Secured Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Debt - Notes Debt Components - Note Debt - Other Long-Term Debt - Senior Convertible Debt - Senior Convertible - Note Debt - Subordinated Debt - Unamortized Debt Discount and Other Deferred Compensation Deferred Compensation - Quarterly Deferred Revenue - Current Deferred Tax Residual Dividend Rate - Assumption Dividend Rate - Assumption Note Earning Assets - Total Earning Assets - Total - Quarterly Gain/Loss on Ineffective Hedges Goodwill Goodwill - Quarterly Intangibles - Other Intangibles - Other - Quarterly Interest Capitalized Inventories - Finished Goods Inventories - Other Inventories - Raw Materials Inventories - Work in Process Inventory Valuation Method Life of Stock Options - Assumption Life of Stock Options - Assumption Note LIFO Reserve Long-Term Assets of Discontinued Operations - Other Long-Term Debt Tied to Prime Long-term Deferred Revenue Long-Term Investments - Total - Quarterly Marketable Securities Adjustment Nonperforming Assets - Total Options Cancelled Options Outstanding at End of Year Options Outstanding at End of Year - Price Options Outstanding at End of Year - Price Note Options - Fair Value of Options Granted Options - Fair Value of Options Granted Note Options Cancelled - Price Options Cancelled - Price Note Options Exercisable Options Exercisable Note Options Exercisable - Price Options Exercisable - Price Note Options Exercised Options Exercised - Price Options Exercised - Price Note Options Granted Options Granted - Price Options Granted - Price Note Options Outstanding at Beginning of Year Options Outstanding at Beginning of Year - Price Options Outstanding at Beginning of Year - Price Note Other Accumulated Comprehensive Income Other Accumulated Comprehensive Income Quarterly Preferred Dividends in Arrears Preferred Stock Preferred Stock - Convertible Preferred Stock - Liquidating Value Preferred Stock - Redemption Value Receivables - Estimated Doubtful Rental Commitments - Min. (1st Year) Rental Commitments - Min. (2nd Year) Rental Commitments - Min. (3rd Year) • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Rental Commitments - Min. (4th Year) Rental Commitments - Min. (5th Year) Rental Commitments - Min. (5 Years Total) Rental Commitments - Min. - Note Rent Commitments - Thereafter Retained Earnings - Cumulative Transaction Adjustment Retained Earnings - Other Adjustments Retained Earnings - Restatement Retained Earnings - Unadjusted Retained Earnings - Unadjusted - Quarterly Retained Earnings - Unadjusted - Note - Quarterly Retained Earnings - Unrestricted Risk Free Rate - Assumption Risk Free Rate - Assumption Note Stockholders’ Equity Adjustments Stockholders’ Equity Adjustments - Quarterly Tax Asset - Current Deferred Tax Asset - Net Deferred Tax Asset (Liability) - Total Net Deferred Tax Liability - Current Deferred Tax Liability - Net Deferred Tax Loss Carry Forward Total Shares Repurchased - Quarterly Treasury Stock - Dollar Amount - Common Treasury Stock - Dollar Amount - Common - Note Treasury Stock - Dollar Amount - Preferred Treasury Stock - Memo Entry Treasury Stock - Number of Common Shares Volatility - Assumption Volatility - Assumption Note Working Capital (Balance Sheet) Supplemental Income Statement • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Accounting Changes - Cumulative Effect Accounting Changes - Cumulative Effect - Note Accounting Changes - Cumulative Effect - Quarterly Accounting Changes - Cumulative Effect - Note Quarterly Acquisition/Merger After-Tax Acquisition/Merger After-Tax - Quarterly Acquisition/Merger Basic EPS Effect Acquisition/Merger Basic EPS Effect - Quarterly Acquisition/Merger Diluted EPS Effect Acquisition/Merger Diluted EPS Effect - Quarterly Acquisition/Merger Pretax Acquisition/Merger Pretax - Quarterly Acquisitions - Income Contribution Acquisitions - Sales Contribution Acquisitions - Sales Contribution - Note Advertising Expense Cash Dividends - Common Claims Incurred (Insurance) Comprehensive Income - Beginning Net Income Comprehensive Income - Currency Translation Adjustment Comprehensive Income - Derivative Gains/Losses Comprehensive Income - Pension/Postretirement Adjustment Comprehensive Income - Other Adjustments Comprehensive Income - Securities Gains/Losses Comprehensive Income - Total Comprehensive Income - Total - Note Death Benefits (Insurance) Depreciation and Amortization of Real Estate Property Depreciation and Amortization of Real Estate • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Property - Quarterly Dilution Adjustment Dilution Adjustment - Quarterly Dilution Available - Excluding Extraordinary Items Dilution Available - Excluding Extraordinary Items Quarterly Equity in Earnings - Unconsolidated Subsidiary Equity in Earnings - Unconsolidated Subsidiary - Note Excise Taxes Extinguishment of Debt After-tax Extinguishment of Debt After-Tax Note Extinguishment of Debt Basic EPS Effect Extinguishment of Debt Basic EPS Effect Note Extinguishment of Debt Diluted EPS Effect Extinguishment of Debt Diluted EPS Effect - Note Extinguishment of Debt Pretax Foreign Currency Adjustment Foreign Currency Adjustment - Note Foreign Currency Adjustment - Quarterly Foreign Currency Adjustment - Quarterly - Note Gain/Loss After-Tax Gain/Loss After-Tax - Quarterly Gain/Loss Basic EPS Effect Gain/Loss Basic EPS Effect - Quarterly Gain/Loss Diluted EPS Effect Gain/Loss Diluted EPS Effect - Quarterly Gain/Loss Pretax Gain/Loss Pretax - Quarterly Goodwill Amortization Goodwill Amortization - Note Goodwill Amortization - Quarterly Goodwill Amortization - Note - Quarterly Impairments of Goodwill After-Tax Impairments of Goodwill After Tax Footnote Impairments of Goodwill After-Tax - Quarterly Impairments of Goodwill After Tax Quarterly Footnote Impairments of Goodwill After Tax 12MM Impairments of Goodwill After Tax 12MM Footnote Impairments of Goodwill Basic EPS Effect Impairments of Goodwill Basic EPS Effect Footnote Impairments of Goodwill Basic EPS Effect - Quarterly Impairments of Goodwill Basic EPS Effect Quarterly Footnote Impairments of Goodwill Basic EPS Effect 12MM Impairments of Goodwill Basic EPS Effect 12MM Footnote Impairments of Goodwill Diluted EPS Effect Impairments of Goodwill Diluted EPS Effect Footnote Impairments of Goodwill Diluted EPS Effect Quarterly Impairments of Goodwill Diluted EPS Effect Quarterly Footnote Impairments of Goodwill Diluted EPS Effect 12MM Impairments of Goodwill Diluted EPS Effect 12MM Footnote Impairments of Goodwill Pretax Impairments of Goodwill Pretax - Quarterly Implied Option Expense Implied Option Expense Implied Option Expense Implied Option Expense Footnote In Process Research & Development In Process Research & Development - Quarterly In Process R&D Expense In Process R&D Expense After-tax - Note RI In Process R&D Expense Basic EPS Effect In Process R&D Expense Basic EPS Effect - Note 17 Data Item Name • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • In Process R&D Expense Diluted EPS Effect In Process R&D Expense Diluted EPS Effect - Note Interest Capitalized Interest Expense on Long-Term Debt Investment Tax Credit (Income Account) Investment Tax Credit (Income Account) - Note Labor and Related Expenses Labor and Related Expenses - Note Net Income Effect Capitalized Interest Nonrecurring Income Taxes After-Tax Nonrecurring Income Tax After-Tax - Note Nonrecurring Income Tax Basic EPS Nonrecurring Income Tax Basic EPS - Note Nonrecurring Income Tax Diluted EPS Effect Nonrecurring Income Tax Diluted EPS Effect - Note RI Nonrecurring Portion of Discontinued Operations Pension and Retirement Expense Pretax Income - Domestic Pretax Income - Foreign Rental Expense Rental Expense - Note Rental Income Research and Development Expense Research and Development Expense - Note Research and Development Expense - Quarterly Research and Development Expense - Quarterly Note R&D Expense 12-Months Moving Restructuring Costs After-Tax Restructuring Costs After-Tax - Quarterly Restructuring Costs Basic EPS Effect Restructuring Costs Basic EPS Effect - Quarterly Restructuring Costs Diluted EPS Effect Restructuring Costs Diluted EPS Effect - Quarterly Restructuring Costs Pretax Restructuring Costs Pretax - Quarterly Reversal - Restructuring/Acquisition Basic EPS Effect Reversal - Restructuring/Acquisition Basic EPS Effect - Note Settlement After-Tax Settlement After-Tax - Quarterly Settlement Basic EPS Effect Settlement Basic EPS Effect - Quarterly Settlement Diluted EPS Effect Settlement Diluted EPS Effect - Quarterly Settlement Pretax Settlement Pretax - Quarterly Special Items After-Tax - Other Special Items After-Tax - Other - Quarterly Special Items Basic EPS Effect - Other Special Items Basic EPS Effect - Other - Quarterly Special Items Diluted EPS Effect - Other Special Items Diluted EPS Effect - Other - Quarterly Special Items Pretax - Other Special Items Pretax - Other - Quarterly Stock Compensation Expense Stock Compensation Expense - Quarterly Writedowns After-Tax Writedowns After-Tax - Quarterly Writedowns Basic EPS Effect Writedowns Basic EPS Effect - Quarterly Writedowns Diluted EPS Effect Writedowns Diluted EPS Effect - Quarterly Writedowns Pretax Writedowns Pretax - Quarterly Thomson First Call Estimates • Peg Ratio with Thomson First Call Estimate - Cash 18 Flow • Thomson First Call Last Revision Date - Cash Flow • Thomson First Call Consensus Recommendation Cash Flow • Thomson First Call Momentum Revisions Date - Cash Flow • Thomson First Call Latest Report Date - Cash Flow • Thomson First Call Fiscal Year Current - Surprise Cash Flow • Thomson First Call Fiscal Year Current - Previous Mean Estimate - Cash Flow • Thomson First Call Fiscal Year Current - Latest Actual - Cash Flow • Thomson First Call Fiscal Year 1 - Coefficient of Variation - Cash Flow • Thomson First Call Fiscal Year 1 - Fiscal Year - Cash Flow • Thomson First Call Fiscal Year 1 - 7 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 1 - 7 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 1 - 7 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 1 - 30 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 1 - 30 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 1 - 30 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 1 - 60 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 1 - 60 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 1 - 60 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 1 - 90 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 1 - 90 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 1 - 90 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 1 - Implied Price/Cash Flow • Thomson First Call Fiscal Year 1 - High Estimate Cash Flow • Thomson First Call Fiscal Year 1 - Low Estimate - Cash Flow • Thomson First Call Fiscal Year 1 - Mean Estimate Cash Flow • Thomson First Call Fiscal Year 1 - Median Estimate - Cash Flow • Thomson First Call Fiscal Year 1 - Number of Analyst Estimates - Cash Flow • Thomson First Call Fiscal Year 1 - Standard Deviation - Cash Flow • Thomson First Call Fiscal Year 2 - 7 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 2 - 7 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 2 - 7 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 2 - 30 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 2 - 30 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 2 - 30 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 2 - 60 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 2 - 60 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 2 - 60 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 2 - 90 Day Revisions Down - Cash Flow • Thomson First Call Fiscal Year 2 - 90 Day Revisions Mean - Cash Flow • Thomson First Call Fiscal Year 2 - 90 Day Revisions Up - Cash Flow • Thomson First Call Fiscal Year 2 - High Estimate Cash Flow • Thomson First Call Fiscal Year 2 - Median Estimate - Cash Flow • Thomson First Call Fiscal Year 2 - Low Estimate - Cash Flow • Thomson First Call Fiscal Year 2 - Mean Estimate Cash Flow • Thomson First Call Fiscal Year 2 - Number of Analyst Estimates - Cash Flow • Thomson First Call Fiscal Year 2 - Standard Deviation - Cash Flow • Thomson First Call Growth Rate - High - Cash Flow • Thomson First Call Growth Rate - Low - Cash Flow • Thomson First Call Growth Rate - Number of Analysts - Cash Flow • Thomson First Call Growth Rate - Standard Deviation - Cash Flow • Thomson First Call Growth Rate - Variance - Cash Flow • Thomson First Call Mean Growth Rate - Cash Flow • Thomson First Call Median Long-Term Growth Rate - Cash Flow • Thomson First Call Current Quarter - 7 Day Revisions Mean - Cash Flow • Thomson First Call Current Quarter - 30 Day Revisions Mean - Cash Flow • Thomson First Call Current Quarter - 60 Day Revisions Mean - Cash Flow • Thomson First Call Current Quarter - 90 Day Revisions Mean - Cash Flow • Thomson First Call Current Quarter - Latest Actual Per Share - Cash Flow • Thomson First Call Current Quarter - Previous Mean Estimate - Cash Flow • Thomson First Call Current Quarter - Surprise - Cash Flow • Thomson First Call Quarter 1 - 7 Day Revisions Down - Cash Flow • Thomson First Call Quarter 1 - 7 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 1 - 7 Day Revisions Up Cash Flow • Thomson First Call Quarter 1 - 30 Day Revisions Down - Cash Flow • Thomson First Call Quarter 1 - 30 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 1 - 30 Day Revisions Up - Cash Flow • Thomson First Call Quarter 1 - 60 Day Revisions Down - Cash Flow • Thomson First Call Quarter 1 - 60 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 1 - 60 Day Revisions Up - Cash Flow • Thomson First Call Quarter 1 - 90 Day Revisions Down - Cash Flow Data Item Name • Thomson First Call Quarter 1 - 90 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 1 - 90 Day Revisions Up - Cash Flow • Thomson First Call Quarter 1 - 12 Months Moving Cash Flow • Thomson First Call Quarter 1 - Coefficient of Variation - Cash Flow • Thomson First Call Quarter 1 - Quarter & Fiscal Year - Cash Flow • Thomson First Call Quarter 1 - Implied Price/Cash Flow • Thomson First Call Quarter 2 - 7 Day Revisions Down - Cash Flow • Thomson First Call Quarter 2 - 7 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 2 - 7 Day Revisions Up Cash Flow • Thomson First Call Quarter 2 - 30 Day Revisions Down - Cash Flow • Thomson First Call Quarter 2 - 30 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 2 - 30 Day Revisions Up - Cash Flow • Thomson First Call Quarter 2 - 60 Day Revisions Down - Cash Flow • Thomson First Call Quarter 2 - 60 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 2 - 60 Day Revisions Up - Cash Flow • Thomson First Call Quarter 2 - 90 Day Revisions Down - Cash Flow • Thomson First Call Quarter 2 - 90 Day Revisions Mean - Cash Flow • Thomson First Call Quarter 2 - 90 Day Revisions Up - Cash Flow • Thomson First Call Quarter 4 - 12 Months Moving Cash Flow • Thomson First Call Previous - 1 Year Ago - Surprise 0B - Cash Flow • Thomson First Call Previous - 1 Year Ago - Surprise 1B - Cash Flow • Thomson First Call Previous - 1 Year Ago - Surprise 2B - Cash Flow • Thomson First Call Previous - 1 Year Ago - Surprise 3B - Cash Flow • Thomson First Call Previous - 1 Year Ago - Cash Flow • Thomson First Call 1 Year Ago - Cash Flow • Thomson First Call Expected Report Date - Cash Flow • Thomson First Call Expected Report Date - Footnotes - Cash Flow • Thomson First Call High Estimate - Cash Flow • Thomson First Call Low Estimate - Cash Flow • Thomson First Call Mean Estimate - Cash Flow • Thomson First Call Median Estimate - Cash Flow • Thomson First Call Number of Analyst Estimates Cash Flow • Thomson First Call Standard Deviation - Cash Flow • Thomson First Call High - Growth Rate • Thomson First Call Low - Growth Rate • Thomson First Call Variance - Growth Rate • Thomson First Call Number of Analysts - Growth Rate • Thomson First Call Standard Deviation - Growth Rate • Thomson First Call Mean - Growth Rate • Thomson First Call Median Long-Term - Growth Rate • Peg Ratio with Thomson First Call Estimate • Thomson First Call Fiscal Year Current - Latest Actual - Earnings Per Share • Thomson First Call Fiscal Year Current - Previous Mean Estimate - Earnings Per Share • Thomson First Call Fiscal Year Current - Surprise Earnings Per Share • Thomson First Call Fiscal Year 1 - 7 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 1 - 7 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 1 - 7 Day Revisions Up Earnings Per Share • Thomson First Call Fiscal Year 1 - 30 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 1 - 30 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 1 - 30 Day Revisions Up - Earnings Per Share • Thomson First Call Fiscal Year 1 - 60 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 1 - 60 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 1 - 60 Day Revisions Up - Earnings Per Share • Thomson First Call Fiscal Year 1 - 90 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 1 - 90 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 1 - 90 Day Revisions Up - Earnings Per Share • Thomson First Call Fiscal Year 1 - Coefficient of Variation - Earnings Per Share • Thomson First Call Fiscal Year 1 - Fiscal Year Earnings Per Share • Thomson First Call Fiscal Year 1 - High Estimate Earnings Per Share • Thomson First Call Fiscal Year 1 - Implied Price/ Earnings - Earnings Per Share • Thomson First Call Fiscal Year 1 - Low Estimate Earnings Per Share • Thomson First Call Fiscal Year 1 - Mean Estimate Earnings Per Share • Thomson First Call Fiscal Year 1 - Median Estimate Earnings Per Share • Thomson First Call Fiscal Year 1 - Number of Analyst Estimates - Earnings Per Share • Thomson First Call Fiscal Year 1 - Standard Deviation - Earnings Per Share • Thomson First Call Fiscal Year 2 - 7 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 2 - 7 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 2 - 7 Day Revisions Up Earnings Per Share • Thomson First Call Fiscal Year 2 - 30 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 2 - 30 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 2 - 30 Day Revisions Up - Earnings Per Share • Thomson First Call Fiscal Year 2 - 60 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 2 - 60 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 2 - 60 Day Revisions Up - Earnings Per Share • Thomson First Call Fiscal Year 2 - 90 Day Revisions Down - Earnings Per Share • Thomson First Call Fiscal Year 2 - 90 Day Revisions Mean - Earnings Per Share • Thomson First Call Fiscal Year 2 - 90 Day Revisions Up - Earnings Per Share • Thomson First Call Fiscal Year 2 - High Estimate Earnings Per Share • Thomson First Call Fiscal Year 2 - Low Estimate Earnings Per Share • Thomson First Call Fiscal Year 2 - Mean Estimate Earnings Per Share • Thomson First Call Fiscal Year 2 - Median Estimate Earnings Per Share • Thomson First Call Fiscal Year 2 - Number of Analyst Estimates - Earnings Per Share • Thomson First Call Fiscal Year 2 - Standard Deviation - Earnings Per Share • Thomson First Call Current Quarter - 7 Day Revisions Mean - Earnings Per Share • Thomson First Call Current Quarter - 30 Day Revisions Mean - Earnings Per Share • Thomson First Call Current Quarter - 60 Day Revisions Mean - Earnings Per Share • Thomson First Call Current Quarter - 90 Day Revisions Mean - Earnings Per Share • Thomson First Call Current Quarter - Latest Actual Earnings Per Share • Thomson First Call Current Quarter - Previous Mean Estimate - Earnings Per Share • Thomson First Call Current Quarter - Surprise Earnings Per Share • Thomson First Call Quarter 1 - 12 Months Moving Earnings Per Share • Thomson First Call Quarter 1 - 7 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 1 - 7 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 1 - 7 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 1 - 30 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 1 - 30 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 1 - 30 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 1 - 60 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 1 - 60 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 1 - 60 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 1 - 90 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 1 - 90 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 1 - 90 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 1 - Coefficient of Variation - Earnings Per Share • Thomson First Call Quarter 1 - Implied Price/Earnings - Earnings Per Share • Thomson First Call Quarter 1 - Quarter & Fiscal Year Earnings Per Share • Thomson First Call Quarter 2 - 7 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 2 - 7 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 2 - 7 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 2 - 30 Day Revisions Down - Earnings Per Share 19 Data Item Name • Thomson First Call Quarter 2 - 30 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 2 - 30 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 2 - 60 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 2 - 60 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 2 - 60 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 2 - 90 Day Revisions Down - Earnings Per Share • Thomson First Call Quarter 2 - 90 Day Revisions Mean - Earnings Per Share • Thomson First Call Quarter 2 - 90 Day Revisions Up Earnings Per Share • Thomson First Call Quarter 4 - 12 Months Moving Earnings Per Share • Thomson First Call Previous - 1 Year Ago - Surprise 0B - Earnings Per Share • Thomson First Call Previous - 1 Year Ago - Surprise 1B - Earnings Per Share • Thomson First Call Previous - 1 Year Ago - Surprise 2B - Earnings Per Share • Thomson First Call Previous - 1 Year Ago - Surprise 3B - Earnings Per Share • Thomson First Call 1 Year Ago - Earnings Per Share • Thomson First Call Previous - 1 Year Ago - Earnings Per Share • Thomson First Call Expected Report Date - Footnotes - Earnings Per Share • Thomson First Call Last Revision Date - Earnings Per Share • Thomson First Call Momentum Revisions Date Earnings Per Share • Thomson First Call Latest Report Date - Earnings Per Share • Thomson First Call Note - Earnings Per Share • Thomson First Call Consensus Recommendation Earnings Per Share • Thomson First Call High Estimate - Earnings Per Share • Thomson First Call Expected Report Date - Earnings Per Share • Thomson First Call Median Estimate - Earnings Per Share • Thomson First Call Number of Analyst Estimates Earnings Per Share • Thomson First Call Mean Estimate - Earnings Per Share • Thomson First Call Standard Deviation - Earnings Per Share • Thomson First Call Low Estimate - Earnings Per Share Thomson I/B/E/S Estimates • • • • • • • • • • • 20 Currency for IBES Estimates Currency for IBES Estimates - Current Peg Ratio with IBES Estimate Thomson I/B/E/S EPS Actual Quarterly Average Estimate Thomson I/B/E/S EPS Actual Quarterly Est. Standard Dev. Thomson I/B/E/S EPS Actual Quarterly Number of Estimates Thomson I/B/E/S EPS - Last 4 Quarters Actual Thomson I/B/E/S EPS - Latest Actual Thomson I/B/E/S EPS - Latest Actual - Quarterly Thomson I/B/E/S Estimated Date - Monthly Thomson I/B/E/S Estimated Date - Current • Thomson I/B/E/S 1 Year Average Estimated - Current • Thomson I/B/E/S 1 Year Average Estimated • Thomson I/B/E/S 1 Year - Coefficient of Variation Current • Thomson I/B/E/S 1 Year - Coefficient of Variation • Thomson I/B/E/S 1 Year Est. Standard Dev. - Current • Thomson I/B/E/S 1 Year Est. Standard Dev. • Thomson I/B/E/S 1 Year Forecast • Thomson I/B/E/S 1 Year Forecast - Current • Thomson I/B/E/S 1 Year High Estimated - Current • Thomson I/B/E/S 1 Year High Estimated • Thomson I/B/E/S 1 Year - Implied P/E - Current • Thomson I/B/E/S 1 Year - Implied P/E • Thomson I/B/E/S 1 Year Low Estimated - Current • Thomson I/B/E/S 1 Year Low Estimated • Thomson I/B/E/S 1 Year Median Estimated - Current • Thomson I/B/E/S 1 Year Median Estimated • Thomson I/B/E/S 1 Year Number of Estimates Current • Thomson I/B/E/S 1 Year Number of Estimates • Thomson I/B/E/S 1 Year Number of Est. Down Current • Thomson I/B/E/S 1 Year Number of Est. Down • Thomson I/B/E/S 1 Year Number of Estimates Up Current • Thomson I/B/E/S 1 Year Number of Estimates Up • Thomson I/B/E/S 2 Year Average Estimated - Current • Thomson I/B/E/S 2 Year Average Estimated • Thomson I/B/E/S 2 Year - Coefficient of Variation Current • Thomson I/B/E/S 2 Year - Coefficient of Variation • Thomson I/B/E/S 2 Year Est. Standard Dev. - Current • Thomson I/B/E/S 2 Year Est. Standard Dev. • Thomson I/B/E/S 2 Year High Estimated - Current • Thomson I/B/E/S 2 Year High Estimated • Thomson I/B/E/S 2 Year - Implied P/E - Current • Thomson I/B/E/S 2 Year - Implied P/E • Thomson I/B/E/S 2 Year Low Estimated - Current • Thomson I/B/E/S 2 Year Low Estimated • Thomson I/B/E/S 2 Year Median Estimated - Current • Thomson I/B/E/S 2 Year Median Estimated • Thomson I/B/E/S 2 Year Number of Estimates Current • Thomson I/B/E/S 2 Year Number of Estimates • Thomson I/B/E/S 2 Year Number of Est. Down Current • Thomson I/B/E/S 2 Year Number of Est. Down • Thomson I/B/E/S 2 Year Number of Estimates Up Current • Thomson I/B/E/S 2 Year Number of Estimates Up • Thomson I/B/E/S 5 Year Growth Avg. Est. - Current • Thomson I/B/E/S 5 Year Growth Avg. Est. • Thomson I/B/E/S 5 Year Growth - Est. Std. Dev. Current • Thomson I/B/E/S 5 Year Growth - Est. Std. Dev. • Thomson I/B/E/S 5 Year Growth - High Est. - Current • Thomson I/B/E/S 5 Year Growth - High Est. • Thomson I/B/E/S 5 Year Growth - Low Est. - Current • Thomson I/B/E/S 5 Year Growth - Low Est. • Thomson I/B/E/S 5 Year Growth - Median Est. Current • Thomson I/B/E/S 5 Year Growth - Median Est. • Thomson I/B/E/S 5 Year Growth - Number of Estimates • Thomson I/B/E/S 5 Year Growth - Number of Estimates - Current • Thomson I/B/E/S 1 Quarter - Average Est. - Current • Thomson I/B/E/S 1 Quarter - Average Est. • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • Thomson I/B/E/S 1 Quarter - Est. Std. Dev. - Current Thomson I/B/E/S 1 Quarter - Est. Std. Dev. Thomson I/B/E/S 1 Quarter Forecast Thomson I/B/E/S 1 Quarter Forecast - Current Thomson I/B/E/S 1 Quarter - High Est. - Current Thomson I/B/E/S 1 Quarter - High Est. Thomson I/B/E/S 1 Quarter - Low Est. - Current Thomson I/B/E/S 1 Quarter - Low Est. Thomson I/B/E/S 1 Quarter - Median Est. - Current Thomson I/B/E/S 1 Quarter - Median Est. Thomson I/B/E/S 1 Quarter - Number of Estimates - Current Thomson I/B/E/S 1 Quarter - Number of Estimates Thomson I/B/E/S 1 Quarter - Number of Estimates Down - Current Thomson I/B/E/S 1 Quarter - Number of Estimates Down Thomson I/B/E/S 1 Quarter - Number of Estimates Up - Current Thomson I/B/E/S 1 Quarter - Number of Estimates Up Thomson I/B/E/S 2 Quarters - Average Est. - Current Thomson I/B/E/S 2 Quarters - Average Est. Thomson I/B/E/S 2 Quarters - Est. Std. Dev. - Current Thomson I/B/E/S 2 Quarters - Est. Std. Dev. Thomson I/B/E/S 2 Quarters - High Est. - Current Thomson I/B/E/S 2 Quarters - High Est. Thomson I/B/E/S 2 Quarters - Low Est. - Current Thomson I/B/E/S 2 Quarters - Low Est. Thomson I/B/E/S 2 Quarters - Median Est. - Current Thomson I/B/E/S 2 Quarters - Median Est. Thomson I/B/E/S 2 Quarters - Number of Estimates - Current Thomson I/B/E/S 2 Quarters - Number of Estimates Thomson I/B/E/S 2 Quarters - Number of Estimates Down - Current Thomson I/B/E/S 2 Quarters - Number of Estimates Down Thomson I/B/E/S 2 Quarters - Number of Estimates Up - Current Thomson I/B/E/S 2 Quarters - Number of Estimates Up Thomson I/B/E/S Percentage of Unexpected Earnings Thomson I/B/E/S Standard Unexpected Earnings U.S. Economic Data • • • • • • • • • • • • • • • • • • • • Capital Asset Pricing Model Consumer Price Index - All Urban - All Items Employment - Nonfarm Federal Funds Rate Government Bonds Government Notes Gross Domestic Product Housing Starts Inflation Rate LIBOR - 1 Month LIBOR - 2 Month Market Indicator Money Supply - M1 Money Supply - M2 Prime Interest Rate Producer Price Index - Finished Goods - All Items Retail Sales - Total Sale of Passenger Cars Treasury Bills Unemployment Rate Data Item Name 21 MK-RIDI609 Client Support Monday-Friday 8 a.m. and 8 p.m. EST U.S. & Canada Toll-Free: 800.523.4534 Direct: 303.721.4802 Fax: 303.721.4432 E-mail: clientsupport@standardandpoors.com Web-based Support: www.compustat.com/support/ Client Sales U.S. & Canada Toll-Free: 800.523.4534 Direct: 303.721.4802 E-mail: salesinquiry@standardandpoors.com Europe London: 44 20 7176 8580 E-mail: ims_europe@standardandpoors.com Asia Hong Kong: 852.2532.8030 Tokyo: 813.3593.8700 Singapore: 65.6739.2020 E-mail: ims_asia@standardandpoors.com www.standardandpoors.com Analytic services and products provided by Standard & Poor’s are the result of separate activities designed to preserve the independence and objectivity of each analytic process. Standard & Poor’s has established policies and procedures to maintain the confidentiality of non-public information received during each analytic process. Information contained in this document is subject to change without notice. Standard & Poor’s assumes no responsibility or liability for any errors or omissions or for results obtained from use of such information. The 22company data listed is for demonstration purposes only.
