iShares Trust - iShares S&P Mid-Cap 400 Value ETF Past Earnings Performance
Past criteria checks 2/6
iShares Trust - iShares S&P Mid-Cap 400 Value ETF has been growing earnings at an average annual rate of 9.3%, while the Capital Markets industry saw earnings growing at 9.7% annually. Revenues have been growing at an average rate of 5.3% per year. iShares Trust - iShares S&P Mid-Cap 400 Value ETF's return on equity is 13.3%, and it has net margins of 670.8%.
Key information
9.3%
Earnings growth rate
10.5%
EPS growth rate
| Capital Markets Industry Growth | 10.3% |
| Revenue growth rate | 5.3% |
| Return on equity | 13.3% |
| Net Margin | 670.8% |
| Last Earnings Update | 30 Sep 2023 |
Recent past performance updates
No updates
Recent updates
No updates
Revenue & Expenses BreakdownBeta
How iShares Trust - iShares S&P Mid-Cap 400 Value ETF makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Sep 23 | 131 | 879 | 13 | 0 |
| 30 Jun 23 | 142 | 226 | 13 | 0 |
| 31 Mar 23 | 152 | -428 | 13 | 0 |
| 31 Dec 22 | 152 | -623 | 14 | 0 |
| 30 Sep 22 | 153 | -818 | 14 | 0 |
| 30 Jun 22 | 154 | -48 | 15 | 0 |
| 31 Mar 22 | 156 | 722 | 16 | 0 |
| 31 Dec 21 | 148 | 1,649 | 15 | 0 |
| 30 Sep 21 | 140 | 2,577 | 13 | 0 |
| 30 Jun 21 | 121 | 2,933 | 12 | 0 |
| 31 Mar 21 | 103 | 3,289 | 11 | 0 |
| 31 Dec 20 | 108 | 1,187 | 12 | 0 |
| 30 Sep 20 | 114 | -915 | 13 | 0 |
| 30 Jun 20 | 124 | -1,267 | 14 | 0 |
| 31 Mar 20 | 134 | -1,619 | 15 | 0 |
| 31 Dec 19 | 129 | -886 | 15 | 0 |
| 30 Sep 19 | 125 | -153 | 15 | 0 |
| 30 Jun 19 | 119 | 22 | 15 | 0 |
| 31 Mar 19 | 114 | 198 | 15 | 0 |
| 31 Dec 18 | 118 | 418 | 15 | 0 |
| 30 Sep 18 | 123 | 638 | 15 | 0 |
| 30 Jun 18 | 118 | 475 | 14 | 0 |
| 31 Mar 18 | 114 | 313 | 14 | 0 |
| 31 Dec 17 | 103 | 560 | 14 | 0 |
| 30 Sep 17 | 93 | 807 | 14 | 0 |
| 30 Jun 17 | 95 | 893 | 13 | 0 |
| 31 Mar 17 | 96 | 979 | 13 | 0 |
| 31 Dec 16 | 96 | 837 | 12 | 0 |
| 30 Sep 16 | 95 | 695 | 11 | 0 |
| 30 Jun 16 | 89 | 271 | 10 | 0 |
| 31 Mar 16 | 84 | -154 | 10 | 0 |
| 31 Dec 15 | 81 | -123 | 10 | 0 |
| 30 Sep 15 | 78 | -91 | 10 | 0 |
| 30 Jun 15 | 77 | 161 | 10 | 0 |
| 31 Mar 15 | 77 | 413 | 10 | 0 |
| 31 Dec 14 | 74 | 426 | 10 | 0 |
| 30 Sep 14 | 71 | 439 | 10 | 0 |
| 30 Jun 14 | 67 | 548 | 9 | 0 |
| 31 Mar 14 | 62 | 656 | 8 | 0 |
| 31 Dec 13 | 60 | 670 | 8 | 0 |
| 30 Sep 13 | 58 | 684 | 7 | 0 |
| 30 Jun 13 | 54 | 566 | 6 | 0 |
Quality Earnings: IJJ has a large one-off gain of $760.4M impacting its last 12 months of financial results to 30th September, 2023.
Growing Profit Margin: IJJ became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: IJJ's earnings have grown by 9.3% per year over the past 5 years.
Accelerating Growth: IJJ has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: IJJ has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (3.3%).
Return on Equity
High ROE: IJJ's Return on Equity (13.3%) is considered low.