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<< Return to Part IV

This is Part V of earnings being reported on Monday (it is going to be VERY busy day indeed). There are quite a few market moving stocks reporting earnings. The stocks listed are not all those reporting, but stocks I believe are worth watching for a trade, investment, and/or to gauge market sentiment. It is easy to see we are in the middle of earnings season when it takes this many parts to go over the biggest companies reporting in one day.

Roper Industries Inc (ROP) is a $8.05 billion market cap diversified company that designs, manufactures and distributes medical and scientific imaging products and software, energy systems and controls, industrial technology products and radio frequency (RF) products and services.

The company reported (basic) $0.93 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.52. The next reporting quarter estimated mean earnings are $0.99 per share. Analyst estimates range between $0.96 and $1 per share.

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The current trailing twelve months (ttm) P/E ratio is 23.27 and the forward P/E ratio is 18.05. The falling P/E ratio is the result of future earnings increasing relative to the current price, and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 2.69. The price to sales ratio is 3.1.

In the last month the stock has moved in price 2.93%, with a one year change of 43.9%. Comparing to the S&P500 price change, Roper Industries Inc.'s performance is -1.69% vs. the S&P 500 from a month ago, and the one year difference is 14.53% vs. S&P 500 price change.

The annual growth rate of revenue is 16.41%. The last fiscal year had accounts receivable to sales percentage of 0.2007% compared to the same period a year earlier of 0.2141%. For the trailing twelve months investors received $0.37 in dividends for a yield of 0.52%.

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Roper Industries Inc. has rising revenue year-over-year of $2.39 billion for 2010 vs. $2.05 billion for 2009. The bottom line has rising earnings year-over-year of $322.58 million for 2010 vs. $239.48 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $514.29 million for 2010 vs. $395.40 million for 2009.

Here is a look at reported earnings (may or may not be basic EPS) compared to the mean estimate.
Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.87 0.91 0.04 4.69%
Dec-10 0.99 1.1 0.11 10.76%
Sep-10 0.79 0.87 0.08 9.83%
Jun-10 0.74 0.75 0.01 0.93%
Mar-10 0.65 0.65 0 0.00%

Rpm International Inc. (RPM) is a $2.95 billion market cap company. RPM International Inc., through its subsidiaries manufacture, market and sell various specialty chemical product lines, including specialty paints, protective coatings, roofing systems, sealants and adhesives.

The company reported (basic) $0.01 per share in earnings for the quarter ending February 28, 2011. The Quick Ratio is 1.68 The next reporting quarter estimated mean earnings are $0.53 per share. Analyst estimates range between $0.52 and $0.54 per share.

The current trailing twelve months (ttm) P/E ratio is 16.336 and the forward P/E ratio is 13.4. The falling P/E ratio is the result of future earnings increasing relative to the current price and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 2.34. The price to sales ratio is 0.74.

In the last month the stock has moved in price 0.13%, with a one year change of 25.48%. Comparing to the S&P500 price change, RPM International's performance is -4.36% vs. the S&P 500 from a month ago, and the one year difference is -0.13% vs. S&P 500 price change.

The annual growth rate of revenue is 3.46%. The last fiscal year had accounts receivable to sales percentage of 0.1853% compared to the same period a year earlier of 0.1896%. For the trailing twelve months investors received $0.82 in dividends for a yield of 3.71%.

Rpm International has rising revenue year-over-year of $3.41 billion for 2010 vs. $3.37 billion for 2009. The bottom line has rising earnings year-over-year of $180.04 million for 2010 vs. $119.62 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $329.49 million for 2010 vs. $244.42 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate.
Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Feb-11 -0.05 0.01 0.06 -120%
Nov-10 0.35 0.38 0.03 7.22%
Aug-10 0.51 0.53 0.02 3.92%
May-10 0.51 0.53 0.02 3.48%
Feb-10 -0.06 -0.07 0.01 -7.69%

Sanmina-SCI Corp (SANM) is a $767.29 million market cap independent global provider of customized, integrated electronics manufacturing services (EMS). The company provides these services primarily to original equipment manufacturers (OEMs), in the communications, enterprise computing and storage, multimedia, industrial and semiconductor capital equipment, defense and aerospace, medical, renewable energy and automotive industries.

The company reported (basic) $0.16 per share in earnings for the quarter ending April 2, 2011. The Quick Ratio is 1.4. The next reporting quarter estimated mean earnings are $0.3 per share. Analyst estimates range between $0.27 and $0.32 per share.

The current trailing twelve months (ttm) P/E ratio is 8.496 and the forward P/E ratio is 5.85. The falling P/E ratio is the result of future earnings increasing relative to the current price and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 1.5. The price to sales ratio is 0.16.

In the last month the stock has moved in price -8.35%, with a one year change of -13%. Comparing to the S&P500 price change, Sanmina's performance is 3.06% vs. the S&P 500 from a month ago, and the one year difference is 3.74% vs. S&P 500 price change.

The annual growth rate of revenue is 22.04%. The last fiscal year had accounts receivable to sales percentage of 0.1612% compared to the same period a year earlier of 0.1291%.
Sanmina-SCI Corp has rising revenue year-over-year of $6.32 billion for 2010 vs. $5.18 billion for 2009. The bottom line has rising earnings year-over-year of $122.44 million for 2010 vs. $-137.82 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $204.80 million for 2010 vs. $-4.66 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate.
Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.29 0.3 0.01 1.9%
Dec-10 0.41 0.45 0.04 8.96%
Sep-10 0.38 0.46 0.08 20.1%
Jun-10 0.34 0.32 0.02 4.76%
Mar-10 0.26 0.29 0.03 13.46%

Silicon Laboratories Inc (SLAB) is a $1.82 billion market cap company. Silicon Laboratories Inc. designs and develops analog-intensive, mixed-signal integrated circuits (ICs) for a range of applications. Its mixed-signal ICs are electronic components that convert analog signals, such as sound and radio waves, into digital signals that electronic products can process.

The company reported (basic) $0.04 per share in earnings for the quarter ending April 2, 2011. The Quick Ratio is 5.69 The next reporting quarter estimated mean earnings are $0.28 per share. Analyst estimates range between $0.25 and $0.3 per share.

The current trailing twelve months (ttm) P/E ratio is 38.22 and the forward P/E ratio is 23.94. The falling P/E ratio is the result of future earnings increasing relative to the current price and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 3.44. The price to sales ratio is 4.36.

In the last month the stock has moved in price 6.58%, with a one year change of 7.52%. Comparing to the S&P500 price change, Silicon Laboratories Inc.'s performance is 3.06% vs. the S&P 500 from a month ago, and the one year difference is 3.74% vs. S&P 500 price change.

The annual growth rate of revenue is 11.86%. The last fiscal year had accounts receivable to sales percentage of 0.0913% compared to the same period a year earlier of 0.1273%.
Silicon Laboratories Inc has rising revenue year-over-year of $493.34 million for 2010 vs. $441.02 million for 2009. The bottom line has rising earnings year-over-year of $73.24 million for 2010 vs. $73.09 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $86.67 million for 2010 vs. $66.51 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.35 0.4 0.05 12.9%
Dec-10 0.37 0.46 0.09 25.68%
Sep-10 0.52 0.53 0.01 2.34%
Jun-10 0.65 0.72 0.07 10.97%
Mar-10 0.56 0.62 0.06 10.34%

Texas Instruments Inc (TXN) is a $36.7 billion market cap company. Texas Instruments Incorporated (TI) is engaged in the designing and making of semiconductors that it sells to electronics designers and manufacturers worldwide. In addition, it sells calculators and related products. As of December 31, 2010, the company had design, manufacturing or sales operations in more than 30 countries.

The company reported (basic) $0.56 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 2.8 The next reporting quarter estimated mean earnings are $0.53 per share. Analyst estimates range between $0.52 and $0.55 per share.

The current trailing twelve months (ttm) P/E ratio is 11.977 and the forward P/E ratio is 11.67. The falling P/E ratio is the result of future earnings increasing relative to the current price and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 3.78. The price to sales ratio is 2.82.

In the last month the stock has moved in price -1.59%, with a one year change of 29.02%. Comparing to the S&P500 price change, Texas Instruments Inc.'s performance is -6.01% vs. the S&P 500 from a month ago, and the one year difference is 2.69% vs. S&P 500 price change.

The annual growth rate of revenue is 33.94%. The last fiscal year had accounts receivable to sales percentage of 0.1087% compared to the same period a year earlier of 0.1225%. For the trailing twelve months investors received $0.49 in dividends for a yield of 1.65%.

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Texas Instruments Inc. has rising revenue year-over-year of $13.97 billion for 2010 vs. $10.43 billion for 2009. The bottom line has rising earnings year-over-year of $3.23 billion for 2010 vs. $1.47 billion for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $4.51 billion for 2010 vs. $1.99 billion for 2009.

Longer term the chart looks half way decent. I can't not say the daily chart looks all that great. The 200 day moving average is moving higher, but the actual stock is below the 200MA. The 60 day moving average is falling fast and about to cross over the 200 day moving average. While may chartists use the 50 day moving average, this is considered a very bad sign. You will hear many technical traders call this a death cross and for good reason. The price crossed and tested the 200 day moving average several times before finally giving in. I would not expect a retest absent a serious blowout of the earnings, anytime soon. TXN pays a small dividend but that is not enough to get me interested in this one.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.58 0.57 0.01 1.55%
Dec-10 0.63 0.64 0.01 1.31%
Sep-10 0.69 0.71 0.02 2.87%
Jun-10 0.62 0.62 0 0.00%
Mar-10 0.51 0.53 0.02 4.68%

Western Union Co (WU) is a $12.25 billion market cap company. The Western Union Company (Western Union) is engaged in money movement and payment services. Western Union services are available through a global network of more than 445,000 agent locations in more than 200 countries and territories, with approximately 85% of those locations outside of the United States.

The company reported (basic) $0.32 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.68 The next reporting quarter estimated mean earnings are $0.37 per share. Analyst estimates range between $0.35 and $0.39 per share. The quick ratio is low by most company standards and should be looked at further before making any investment choices.

The current trailing twelve months (ttm) P/E ratio is 13.935 and the forward P/E ratio is 11.39. The falling P/E ratio is the result of future earnings increasing relative to the current price and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 21.32. The price to sales ratio is 2.39.

In the last month the stock has moved in price -0.21%, with a one year change of 25.52%. Comparing to the S&P500 price change, Western Union Co's performance is -4.69% vs. the S&P 500 from a month ago, and the one year difference is -0.1% vs. S&P 500 price change.

The annual growth rate of revenue is 2.15%. For the trailing twelve months investors received $0.25 in dividends for a yield of 1.65%.

Western Union Co has rising revenue year-over-year of $5.19 billion for 2010 vs. $5.08 billion for 2009. The bottom line has rising earnings year-over-year of $909.90 million for 2010 vs. $848.80 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $1.30 billion for 2010 vs. $1.28 billion for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.34 0.35 0.01 2.94%
Dec-10 0.35 0.38 0.03 8.7%
Sep-10 0.35 0.37 0.02 7.12%
Jun-10 0.32 0.36 0.04 13.03%
Mar-10 0.3 0.3 0 0.00%

Solutia Inc. (SOA) is a $2.76 billion market cap global manufacturer of performance materials and specialty chemicals used in a range of consumer and industrial applications, including interlayers and aftermarket film for automotive and architectural glass; chemicals that promote safety and durability in tires, and encapsulants, coatings and specialty chemicals used in a variety of electronic, industrial and energy solutions.

The company reported (basic) $0.54 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.24 The next reporting quarter estimated mean earnings are $0.56 per share. Analyst estimates range between $0.51 and $0.59 per share.

The current trailing twelve months (ttm) P/E ratio is 12.989 and the forward P/E ratio is 8.69. The falling P/E ratio is the result of future earnings increasing relative to the current price and suggests bullishness in the company by analysts. The stock has a price to book ratio (ttm) of 3.78. The price to sales ratio is 1.42.

In the last month the stock has moved in price 3.96%, with a one year change of 64.48%. Comparing to the S&P500 price change, Solutia's performance is -0.71% vs. the S&P 500 from a month ago, and the one year difference is 30.91% vs. S&P 500 price change.

The annual growth rate of revenue is 12.91%. The last fiscal year had accounts receivable to sales percentage of 0.1554% compared to the same period a year earlier of 0.2101%.
Solutia has rising revenue year-over-year of $1.95 billion for 2010 vs. $1.62 billion for 2009. The bottom line has rising earnings year-over-year of $78.00 million for 2010 vs. $-113.00 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $331.00 million for 2010 vs. $242.00 million for 2009.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.46 0.5 0.04 8.67%
Dec-10 0.32 0.36 0.04 11.35%
Sep-10 0.41 0.42 0.01 2.94%
Jun-10 0.39 0.44 0.05 13.4%
Mar-10 0.26 0.33 0.07 27.91%

Wilshire Bancorp Inc (WIBC) is a $204.75 million market cap bank holding company offering a range of financial products and services primarily through its main subsidiary, Wilshire State Bank (the Bank), a California state-chartered commercial bank.

The company reported (basic) $1.77 per share in earnings for the quarter ending March 31, 2011.

The forward P/E ratio is 6.84. The stock has a price to book ratio (ttm) of 0.98.

Wilshire Bancorp Inc has falling revenue year-over-year of $-1.17 million for 2010 vs. $88.18 million for 2009. The bottom line has falling earnings year-over-year of $-38.38 million for 2010 vs. $16.50 million for 2009. I am not sure how you get to a negative revenue number as a bank, but Wilshire managed to do it based on the numbers. The chart looks like a horror show. I would imagine many of the investors are simply numb looking at the price of the stock. I strongly suggest that the company beat in this report, because that would be just what investors are holding on for at this point.

Even with a beat it is unlikely that the bump up in price would last long. It will take two quarters of earnings to wake this brain dead crash dummy up, and good forward guidance to follow, just for good measure. For those with their fingers crossed thinking they should have exited back at the break of $5 (like they said they would), I will say that we have seen miracles before. Other banks have been on the ropes before and come back. I would not be $3 a share on it though. After looking at the numbers, I will be following up to see if I want to short this one or not.

Here is a look at reported earnings (some one time items are often excluded in reported EPS) compared to the mean estimate. Dollar differences are rounded to the nearest penny and percentage differences are rounded based on rounded dollar differences.

Fiscal Quarter Ending Month-YR Estimate Actual Difference Difference %
Mar-11 0.05 -1.77 -1.82 NA
Dec-10 0.08 -1.02 -1.1 NA
Sep-10 0.03 0.14 0.11 321.69%
Jun-10 -0.16 -0.15 0.01 7.12%
Mar-10 0.07 0.08 0.01 19.4%



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

Source: 8 Companies to Consider That Are Reporting Earnings Monday, Part V