10 Companies to Consider That Are Reporting Earnings Monday, Part VI

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 |  Includes: ESND, SIX, SONO, UBSI, UCTT, UIS, VLTR, WPP, WRB, WWD
by: Robert Weinstein

This is Part VI (last part) 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 that are 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.

Berkley W R Corp (NYSE:WRB) is a $4.59 billion market cap insurance holding company. The company operates in five segments of the property casualty insurance business: Specialty, Regional, Alternative markets, Reinsurance and International. Specialty lines of insurance include excess and surplus lines, premises operations, professional liability and commercial automobile.

The company reported (basic) $0.83 per share in earnings for the quarter ending March 31, 2011. The next reporting quarter estimated mean earnings are $0.43 per share. Analyst estimates range between $0.27 and $0.53 per share.

The current trailing twelve months (ttm) P/E ratio is 11.017 and the forward P/E ratio is 12.45. A rising P/E ratio is usually not what we want to see for an investment. The stock has a price to book ratio (ttm) of 1.15. The price to sales ratio is 0.9.

In the last month the stock has moved 3.21% in price, with a one year change of 24.34%. Comparing to the S&P500 price change, Berkley W R Corp's performance is -1.42% vs. the S&P 500 from a month ago, and the one year difference is -1.03% vs. S&P 500 price change.

The annual growth rate of revenue is 6.61%. For the trailing twelve months investors received $0.33 in dividends for a yield of 0.99%.

Berkley W R Corp has rising revenue year-over-year of $4.72 billion for 2010 vs. $4.43 billion for 2009. The bottom line has rising earnings year-over-year of $449.29 million for 2010 vs. $309.06 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $603.31 million for 2010 vs. $382.23 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 0.65 0.66 0.01 1.73%
Dec-10 0.67 0.68 0.01 1%
Sep-10 0.64 0.67 0.03 4.02%
Jun-10 0.63 0.65 0.02 2.72%
Mar-10 0.64 0.7 0.06 9.77%
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Six Flags Entertainment Corp (NYSE:SIX) is a $1.93 billion market cap company. Six Flags Entertainment Corporation, formerly Six Flags, Inc., is engaged in owning and operating regional theme amusement and water parks. The company's theme parks offer a family oriented entertainment experience through a selection of traditional thrill rides, water attractions, themed areas, concerts, shows, restaurants, game venues and merchandise outlets.

The company reported (basic) $5.34 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.19. The next reporting quarter estimated mean earnings are $0.5 per share. Analyst estimates range between $0.35 and $0.65 per share.

The forward P/E ratio is 47.91. The stock has a price to book ratio (ttm) of 1.74. The price to sales ratio is 1.54.

In the last month the stock has moved in price -3.57%, with a one year change of 117.09%. Comparing to the S&P500 price change, Six Flags Entertainment's performance is -7.9% vs. the S&P 500 from a month ago, and the one year difference is 72.79% vs. S&P 500 price change.

The annual growth rate of revenue is 8.56%. The last fiscal year had accounts receivable to sales percentage of 0.0208% compared to the same period a year earlier of 0.0221%. For the trailing twelve months investors received $1.35 in dividends for a yield of 0.34%.

Six Flags Entertainment Corp has rising revenue year-over-year of $975.89 million for 2010 vs. $898.93 million for 2009. The bottom line has rising earnings year-over-year of $598.93 million for 2010 vs. $-245.51 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $97.48 million for 2010 vs. $75.49 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 -1.86 -2.19 -0.33 -17.74%
Dec-10 -0.99 -1.69 -0.7 -70.05%
Sep-10 2.23 2.42 0.19 8.36%
Dec-08 -0.41 -0.41 0 0.00%
Sep-08 0.5 0.47 -0.03 5%
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Unisys Corp (NYSE:UIS) is a $1.13 billion market cap global information technology (IT) company. The company provides a portfolio of IT services, software, and technology. It brings together offerings and capabilities in outsourcing services, systems integration and consulting services, infrastructure services, maintenance services, and server technology.

The company reported (basic) $0.95 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.34. The current trailing twelve months (ttm) P/E ratio is 8.41 and the forward P/E ratio is 7.33. The price to sales ratio is 0.28.

In the last month the stock has moved in price 5.23%, with a one year change of 25.68%. Comparing to the S&P500 price change, Unisys Corp's performance is 0.51% vs. the S&P 500 from a month ago, and the one year difference is 0.03% vs. S&P 500 price change.

The annual growth rate of revenue is -8.35%. The last fiscal year had accounts receivable to sales percentage of 0.1965% compared to the same period a year earlier of 0.175%.
Unisys Corp has falling revenue year-over-year of $4.02 billion for 2010 vs. $4.39 billion for 2009. The bottom line has rising earnings year-over-year of $236.10 million for 2010 vs. $189.30 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $375.70 million for 2010 vs. $330.00 million for 2009.

Wausau Paper Corp. (NYSE:WPP) is a $324.07 million market cap company. Wausau Paper Corp. (Wausau Paper) manufactures, converts and sells paper and paper products. On December 31, 2009, the company’s operations were classified into three segments: Specialty Products, Printing & Writing, and Towel & Tissue.

The company reported (basic) $0.03 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.02. The next reporting quarter estimated mean earnings are $0.07 per share. Analyst estimates range between $0.07 and $0.07 per share.

The current trailing twelve months (ttm) P/E ratio is 9.697 and the forward P/E ratio is 13.62. A rising P/E ratio is usually not what we want to see for an investment. The stock has a price to book ratio (ttm) of 1.63. The price to sales ratio is 0.4.

In the last month the stock has moved in price 1.38%, with a one year change of -7.44%. Comparing to the S&P500 price change, Wausau Paper Corp.'s performance is -3.17% vs. the S&P 500 from a month ago, and the one year difference is -26.33% vs. S&P 500 price change.

The annual growth rate of revenue is 2.28%. The last fiscal year had accounts receivable to sales percentage of 0.0955% compared to the same period a year earlier of 0.099%. For the trailing twelve months investors received $0.06 in dividends for a yield of 1.82%.

Wausau Paper Corp. has rising revenue year-over-year of $1.06 billion for 2010 vs. $1.03 billion for 2009. The bottom line has rising earnings year-over-year of $36.86 million for 2010 vs. $20.56 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $43.84 million for 2010 vs. $44.07 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 0.05 0.03 -0.02 0.00%
Dec-10 0.08 0.14 0.06 68.07%
Sep-10 0.15 0.2 0.05 36.33%
Jun-10 0.11 0.07 -0.04 0.00%
Mar-10 0.04 0.08 0.04 113.33%
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United Stationers Inc (USTR) is a $1.64 billion market cap company. United Stationers Inc. (USI) is a wholesale distributor of business products.

The company reported (basic) $0.45 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.11 The next reporting quarter estimated mean earnings are $0.61 per share. Analyst estimates range between $0.56 and $0.63 per share.

The current trailing twelve months (ttm) P/E ratio is 15.304 and the forward P/E ratio is 11.63. 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 2.03. The price to sales ratio is 0.32.

In the last month the stock has moved in price 6.35%, with a one year change of 9.56%. Comparing to the S&P500 price change, United Stationers Inc's performance is 3.18% vs. the S&P 500 from a month ago, and the one year difference is 4.91% vs. S&P 500 price change.

The annual growth rate of revenue is 2.59%. The last fiscal year had accounts receivable to sales percentage of 0.13% compared to the same period a year earlier of 0.1362%. For the trailing twelve months investors received $0 in dividends for a yield of 1.46%.

United Stationers Inc has rising revenue year-over-year of $4.83 billion for 2010 vs. $4.71 billion for 2009. The bottom line has rising earnings year-over-year of $112.76 million for 2010 vs. $100.99 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $209.80 million for 2010 vs. $187.63 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 0.47 0.47 0 0.00%
Dec-10 0.53 0.58 0.05 9.51%
Sep-10 0.71 0.76 0.05 7.37%
Jun-10 0.51 0.51 0 0.00%
Mar-10 0.33 0.37 0.04 10.04%
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Woodward, Inc. (NASDAQ:WWD) is a $2.5 billion market cap designer, manufacturer and service provider of energy control and optimization solutions. The company designs, produces and services components and integrated systems that manage and control the energy of fluid movement, motion, combustion and electricity.
The company reported (basic) $0.47 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.62. The next reporting quarter estimated mean earnings are $0.5 per share. Analyst estimates range between $0.47 and $0.54 per share.

The current trailing twelve months (ttm) P/E ratio is 21.509 and the forward P/E ratio is 16.64. 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 2.82. The price to sales ratio is 1.55.

In the last month the stock has moved in price 9.22%, with a one year change of 11.11%. Comparing to the S&P500 price change, Woodward, Inc.'s performance is 9.14% vs. the S&P 500 from a month ago, and the one year difference is 24.39% vs. S&P 500 price change.

The annual growth rate of revenue is 1.88%. The last fiscal year had accounts receivable to sales percentage of 0.183% compared to the same period a year earlier of 0.158%. For the trailing twelve months investors received $0.24 in dividends for a yield of 0.77%. The chart does not look very friendly. A beat of estimates could send this one up much higher and quickly.

Woodward, Inc. has rising revenue year-over-year of $1.46 billion for 2010 vs. $1.43 billion for 2009. The bottom line has rising earnings year-over-year of $110.84 million for 2010 vs. $94.35 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $181.96 million for 2010 vs. $152.53 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 0.42 0.46 0.04 8.77%
Dec-10 0.39 0.32 -0.07 0.00%
Sep-10 0.44 0.47 0.03 6.48%
Jun-10 0.4 0.45 0.05 12.9%
Mar-10 0.34 0.34 0 0.00%
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Volterra Semiconductor Corp (NASDAQ:VLTR) is a $565.09 million market cap company. Volterra Semiconductor Corporation (Volterra) designs, develops and markets analog and mixed-signal power management semiconductors for the computing, storage, networking and consumer markets.

The company reported (basic) $0.11 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 7.65 The next reporting quarter estimated mean earnings are $0.16 per share. Analyst estimates range between $0.14 and $0.2 per share.

The current trailing twelve months (ttm) P/E ratio is 26.244 and the forward P/E ratio is 16.52. 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 4.67. The price to sales ratio is 3.9.

In the last month the stock has moved in price 13.25%, with a one year change of 15.25%. Comparing to the S&P500 price change, Volterra Semiconductor Corp'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 46.41%. The last fiscal year had accounts receivable to sales percentage of 0.1265% compared to the same period a year earlier of 0.148%.
Volterra Semiconductor Corp has rising revenue year-over-year of $153.63 million for 2010 vs. $104.94 million for 2009. The bottom line has rising earnings year-over-year of $28.44 million for 2010 vs. $10.94 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $28.78 million for 2010 vs. $11.17 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 0.18 0.18 0 0.00%
Dec-10 0.21 0.21 0 0.00%
Sep-10 0.4 0.39 -0.01 0.00%
Jun-10 0.37 0.4 0.03 7.7%
Mar-10 0.27 0.35 0.08 28.91%
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United Bankshares Inc. (NASDAQ:UBSI) is a $1.09 billion market cap bank holding company. As of December 31, 2010, United has two banking subsidiaries (the Banking Subsidiaries) doing business under the name of United Bank, one is referred to as United Bank (WV) and the other is referred to as United Bank (VA).
The company reported (basic) $0.41 per share in earnings for the quarter ending March 31, 2011. The next reporting quarter estimated mean earnings are $0.4 per share. Analyst estimates range between $0.39 and $0.41 per share.

The current trailing twelve months (ttm) P/E ratio is 15.03 and the forward P/E ratio is 13.56. 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 1.61. The price to sales ratio is 4.44.

The annual growth rate of revenue is 13.12%. For the trailing twelve months investors received $1.2 in dividends for a yield of 4.81%.

United Bankshares Inc has rising revenue year-over-year of $286.62 million for 2010 vs. $253.38 million for 2009. The bottom line has rising earnings year-over-year of $71.95 million for 2010 vs. $67.30 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 0.39 0.41 0.02 3.96%
Dec-10 0.4 0.44 0.04 10%
Sep-10 0.4 0.39 -0.01 0.00%
Jun-10 0.4 0.41 0.01 0.00%
Mar-10 0.4 0.4 0 0.00%
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Ultra Clean Holdings Inc (UCTT) is a $179.29 million market cap developer and supplier of critical subsystems, primarily for the semiconductor capital equipment industry. The company also uses the specialized skill sets required to support semiconductor capital equipment to serve the technologically similar markets in the flat panel, medical, energy and research industries, collectively referred to as other addressed industries.

The company reported (basic) $0.26 per share in earnings for the quarter ending April 1, 2011. The Quick Ratio is 1.65. The next reporting quarter estimated mean earnings are $0.28 per share. Analyst estimates range between $0.27 and $0.29 per share.

The current trailing twelve months (ttm) P/E ratio is 8.674 and the forward P/E ratio is 5.93. 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 2.44. The price to sales ratio is 0.48.

In the last month the stock has moved in price -2.67%, with a one year change of -3.68%. Comparing to the S&P500 price change, Ultra Clean Holdings Inc's performance is 3.97% vs. the S&P 500 from a month ago, and the one year difference is 5.34% vs. S&P 500 price change.

The annual growth rate of revenue is 177.38%. The last fiscal year had accounts receivable to sales percentage of 0.1232% compared to the same period a year earlier of 0.2177%.

Ultra Clean Holdings Inc has rising revenue year-over-year of $443.13 million for 2010 vs. $159.76 million for 2009. The bottom line has rising earnings year-over-year of $20.10 million for 2010 vs. $-20.03 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $25.48 million for 2010 vs. $-16.08 million for 2009.

Sonosite Inc (SONO) is a $472.46 million market cap company. SonoSite, Inc. specializes in the development of hand-carried ultrasound (HCU) systems for use in a variety of medical specialties in a range of clinical settings. It designs its products for applications where ultrasound has not been used, such as emergency medicine, surgery, critical care, internal medicine, musculoskeletal and vascular access procedures, as well as for imaging in traditional applications, such as radiology, cardiology, vascular medicine and obstetrics and gynecology (OB/Gyn).
The company reported (basic) $0.07 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 3.67 The next reporting quarter estimated mean earnings are $0.07 per share.

The current trailing twelve months (ttm) P/E ratio is 53.385 and the forward P/E ratio is 20.65. 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 3.11. The price to sales ratio is 1.72.

In the last month the stock has moved in price 2.04%, with a one year change of 2.26%. Comparing to the S&P500 price change, Sonosite Inc's performance is 4.79% vs. the S&P 500 from a month ago, and the one year difference is 6.68% vs. S&P 500 price change.

The annual growth rate of revenue is 21.1%. The last fiscal year had accounts receivable to sales percentage of 0.296% compared to the same period a year earlier of 0.3138%.
Sonosite Inc has rising revenue year-over-year of $275.36 million for 2010 vs. $227.39 million for 2009. The bottom line has rising earnings year-over-year of $9.97 million for 2010 vs. $3.28 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $26.92 million for 2010 vs. $13.45 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 0.09 0.07 -0.02 -20.72%
Dec-10 0.36 0.41 0.05 12.64%
Sep-10 0.07 0.07 0 0.00%
Jun-10 0.14 0.12 -0.02 -15.49%
Mar-10 0.09 0.08 -0.01 -9.71%
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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.