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Earnings Preview: General Electric Company, Honeywell International Inc., and SunTrust Banks, Inc.

General Electric Company (GE), Honeywell International Inc. (HON), and SunTrust Banks, Inc. (STI) will each report earnings tomorrow morning

Oct 15, 2015 at 1:54 PM
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The Dow is flirting with the 17,000 level this afternoon, amid the most recent round of blue-chip earnings. Tomorrow, benchmark component General Electric Company (NYSE:GE) will keep the party going when it takes to the confessional bright and early. Meanwhile, large-caps Honeywell International Inc. (NYSE:HON) and SunTrust Banks, Inc. (NYSE:STI) are also set to report Friday morning. Below, we'll take the pre-earnings temperature of GE, HON, and STI.

  • Over the past eight quarters, GE has posted a single-day post-earnings move of 1.5%. This time around, the options market is pricing in a slightly bigger 2.3% move, based on near-term at-the-money straddle data. Still, the stock's short-term options can be had at a relative bargain, considering its Schaeffer's Volatility Index (SVI) of 21%, which sits lower than 71% of comparable readings from the past year.

    Based on numbers from the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), traders expect tomorrow's action to resolve to the downside. During the last 10 weeks across those exchanges, GE has amassed a put/call volume ratio of 0.68 -- in the 78th annual percentile. This may come as a surprise, considering the equity's 10.7% year-to-date advance at $27.97 -- just a chip-shot away from April's seven-year high of $28.68. As such, it's possible these put buyers are shareholders hedging ahead of earnings.

  • HON hasn't been nearly as impressive on the charts, down almost 2% in 2015 to trade at $98. Amid these struggles, traders have been upping the bearish ante at the ISE, CBOE, and PHLX. The stock's 10-day put/call volume ratio of 1.52 sits just 15 percentage points from a 12-month high. With respect to tomorrow's turn in the confessional, HON has averaged a 2.1% move in the wake of its last eight reports. This time around, the stock's near-term ATM straddle is pricing in a slightly larger swing of 2.7%.

  • Finally, short-term calls have been very popular on STI. The equity's Schaeffer's put/call open interest ratio (SOIR) of 0.56 indicates call open interest nearly doubles put open interest among options with a shelf-life of three months or less. What's more, this SOIR registers in the low 25th percentile of its annual range. Meanwhile, the stock's near-term ATM straddle is pricing in a 2.4% move in the session adjacent to the company's earnings report -- roughly in line with its typical swing of 2.1% over the past eight quarters. Technically speaking, STI has fallen off sharply since hitting a nearly seven-year high of $45.84 in mid-July, last seen at $39.25.
 
 

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