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Here we present seven companies that have raised recent earnings guidance above average analyst estimates. These stocks have also beaten industry averages on four different growth metrics.

Each company listed below has a higher TTM EPS growth rate than their industry competitors. These companies also have the following characteristics:

- Projected EPS (next 5 years) higher than the industry average
- Capital spending (past 5 years) accelerated at a faster rate than their competitors (theoretically, this makes them more competitive over the coming years)
- Cash flow growth has accelerated faster than their industry competitors over the last five years

We're not going to go into detailed analysis for each company. The goal here is to give growth-oriented investors a starting point for their own analysis.

Do you think these companies will continue to outperform? Full details below.

Growth stats sourced from Fidelity, all other data sourced from Finviz.



The list has been sorted by the difference between the firm’s TTM EPS growth rate and their industry’s average.

1. 51job Inc. (JOBS): Staffing & Outsourcing Services Industry. Market cap of $1.48B. Guided Q1 at $0.36-0.39 vs. estimate of $0.29. TTM EPS growth at 110.17% vs. industry average of -211.70%. Projected EPS growth over the next five years at 37.50% vs. industry average of 14.90%. Capital spending growth over the last five years at 23.75% vs. industry average of 7.86%. CF growth rate over the last five years at 19.41% vs. industry average of 6.77%. It's been a rough couple of days for the stock, losing 5.02% over the last week.

2. VeriFone Systems, Inc. (PAY): Business Equipment Industry. Market cap of $4.49B. Guided Q2 at $0.42-0.43 vs. estimate of $0.40. Guided FY11 at $1.75-1.80 vs. estimate of $1.70. TTM EPS growth at 219.05% vs. industry average of 17.54%. Projected EPS growth over the next five years at 20.00% vs. industry average of 13.94%. Capital spending growth over the last five years at 22.35% vs. industry average of 4.86%. CF growth rate over the last five years at 21.17% vs. industry average of 15.99%. The stock is a short squeeze candidate, with a short float at 10.09% (equivalent to 5.05 days of average volume). PAY is also exhibiting strong upside momentum--currently trading 8.59% above its SMA20, 15.78% above its SMA50, and 61.64% above its SMA200. The stock has gained 139.74% over the last year.

3. Lululemon Athletica Inc. (LULU): Apparel Clothing Industry. Market cap of $5.36B. Guided Q4 at $0.55-0.57 vs. estimate of $0.50. TTM EPS growth at 129.31% vs. industry average of 39.21%. Projected EPS growth over the next five years at 35.70% vs. industry average of 13.58%. Capital spending growth over the last five years at 14.58% vs. industry average of 6.55%. CF growth rate over the last five years at 82.95% vs. industry average of 14.91%. Note that LULU is a risky stock that is significantly more volatile than the overall market (beta = 2.63). The stock has gained 125.55% over the last year.

4. MasTec, Inc. (MTZ): Heavy Construction Industry. Market cap of $1.55B. Guided Q1 at $0.23 vs. estimate of $0.21. Guided FY11 at $1.20-1.23 vs. estimate of $1.20. TTM EPS growth at 18.89% vs. industry average of -9.38%. Projected EPS growth over the next five years at 13.17% vs. industry average of 11.98%. Capital spending growth over the last five years at 36.46% vs. industry average of 11.26%. CF growth rate over the last five years at 33.40% vs. industry average of 20.69%. MTZ is exhibiting strong upside momentum--currently trading 11.09% above its SMA20, 23.8% above its SMA50, and 60.19% above its SMA200. The stock has had a good month, gaining 21.49%.

5. Acme Packet, Inc. (APKT): Communication Equipment Industry. Market cap of $4.34B. Guided FY11 at approx. $1.05 vs. estimate of $1.04. TTM EPS growth at 125.00% vs. industry average of 107.42%. Projected EPS growth over the next five years at 23.57% vs. industry average of 13.88%. Capital spending growth over the last five years at 29.79% vs. industry average of 9.53%. CF growth rate over the last five years at 92.50% vs. industry average of 8.12%. The stock has lost 6.2% over the last week.

6. Ulta Salon, Cosmetics & Fragrance, Inc. (ULTA): Personal Services Industry. Market cap of $2.78B. Guided Q4 at $0.43-0.44 vs. estimate of $0.41. TTM EPS growth at 77.27% vs. industry average of 69.14%. Projected EPS growth over the next five years at 22.67% vs. industry average of 14.42%. Capital spending growth over the last five years at 18.47% vs. industry average of -8.76%. CF growth rate over the last five years at 28.87% vs. industry average of 3.32%. The stock is a short squeeze candidate, with a short float at 11.92% (equivalent to 9.21 days of average volume). The stock has gained 115.53% over the last year.

7. Herbalife Ltd. (HLF): Drug Related Products Industry. Market cap of $4.54B. Guided Q1 at $1.17-1.21 vs. estimate of $1.11. TTM EPS growth at 44.89% vs. industry average of 44.42%. Projected EPS growth over the next five years at 14.00% vs. industry average of 11.04%. Capital spending growth over the last five years at 16.65% vs. industry average of 5.46%. CF growth rate over the last five years at 22.81% vs. industry average of -3.08%. The stock has had a good month, gaining 14.62%.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 7 High Growth Companies Raising Earnings Guidance Above Estimates