Earnings performance measures and CEO turnover: Street versus GAAP earnings

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A1 Alkuperäisartikkeli tieteellisessä aikakauslehdessä

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en

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18

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Journal of Corporate Finance, Volume 56, pp. 249-266

Abstract

Prior research reports that analysts focus on street earnings, which are measures that typically exceed GAAP earnings. Using a sample of CEO turnovers from 1993 to 2016 we show that the likelihood and speed of forced CEO turnover - but not voluntary turnover - are higher when analysts exclude income-decreasing items. The association between exclusions and forced turnovers is particularly pronounced for high magnitude exclusions. We also show that greater street exclusion of income-decreasing items, the lower CEO bonus payouts. We find that boards use audited and more conservative GAAP earnings in evaluating and dismissing CEOs, except in the recent period of 2010–2016.

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Jarva, H, Kallunki, J P & Livne, G 2019, 'Earnings performance measures and CEO turnover : Street versus GAAP earnings', Journal of Corporate Finance, vol. 56, pp. 249-266. https://doi.org/10.1016/j.jcorpfin.2019.02.005