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This is Part II of earnings being reported on Thursday. There are quite a few market moving stocks reporting earnings. It is not hard to tell that we are right in the middle of earnings season. Due to the quantity of companies reporting, I am focusing on the highest volume traded stocks.

Pultegroup Inc. (PHM) is a $2.79 billion market cap holding company. The company’s subsidiaries are primarily engaged in the homebuilding business. PulteGroup also has mortgage banking operations, conducted principally through Pulte Mortgage LLC. Its homebuilding business involves the acquisition and development of land, primarily for residential purposes within the continental United States and the construction of housing on such land for first-time, first and second move-up, and adult home buyers. The company reported (basic) $0.1 per share in earnings for the quarter ending March 31, 2011. We do not see companies reporting negative margins very often, but at least the stock price appears to have based.

Click on charts below to enlarge:

The forward P/E ratio is 26.89. The stock has a price to book ratio (ttm) of 1.33. The price to sales ratio is 0.62.


In the last month, the stock has moved in price -5.08%, with a one year change of -15.82%. Comparing to the S&P 500 price change, Pultegroup's performance is -9.15% vs. the S&P 500 from a month ago, and the one year difference is -30.6% vs. S&P 500 price change.

The annual growth rate of revenue is 10.6%. The last fiscal year had accounts receivable to sales percentage of 0.0178%, compared to the same period a year earlier of 0.2339%.

The company has rising revenue year-over-year of $4.57 billion for 2010 vs. $4.08 billion for 2009. The bottom line has rising earnings year-over-year of $-1,096.73 million for 2010 vs. $-1,182.57 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $-1,244.26 million for 2010 vs. $-1,932.37 million for 2009. If/when housing recovers, this stock could be a 3-4 banger off these prices. It may take a while and there is serious risk of the tent being folded down, so it is not for the light of heart. At least this company has a short term track record of beating the estimates. Some of the beats are pretty big, even if they don't look like it.

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 -0.14 -0.1 0.04 NA%
Dec-10 -0.10 -0.01 0.09 NA%
Sep-10 -0.05 -0.03 0.02 NA%
Jun-10 -0.02 -0.01 0.01 NA%
Mar-10 -0.23 -0.03 0.2 NA%

Starbucks Corp. (SBUX) is a $30.28 billion market cap roaster and retailer of specialty coffee in the world, operating in more than 50 countries. Starbucks purchases and roasts whole bean coffees and sells them, along with handcrafted coffee and tea beverages and a variety of fresh food items, through Company-operated retail stores. The company reported (basic) $0.35 per share in earnings for the quarter ending April 3, 2011. The Quick Ratio is 1.24.

The next reporting quarter estimated mean earnings are $0.34 per share. Analyst estimates range between $0.32 and $0.36 per share. The current trailing twelve months (ttm) P/E ratio is 28.178 and the forward P/E ratio is 22.26. The stock has a price to book ratio (ttm) of 5.39. The price to sales ratio is 1.85.


In the last month, the stock has moved in price 11.19%, with a one year change of 17.56%. Comparing to the S&P 500 price change, Starbucks Corp's performance is 5.44% vs. the S&P 500 from a month ago, and the one year difference is 7.38% vs. S&P 500 price change. The chart looks solid, almost too solid going into earnings. As an investor I would not want a miss with this one. Anything that does not look picture perfect with the earnings and guidence is likely to send this one under $36 a share. On the other hand, the market is planning on a beat so even if they do beat earnings, I would not expect much of a pop in price beyond the open following release. I don't drink coffee, but my wife buys Starbucks all the time. Buying put options for the downside risk may well be worth looking into.

The annual growth rate of revenue is 8.7%. The last fiscal year had accounts receivable to sales percentage of 0.0283% compared to the same period a year earlier of 0.0277%. For the trailing twelve months, investors received $0.36 in dividends for a yield of 1.29%.

The company has rising revenue year-over-year of $10.71 billion for 2010 vs. $9.77 billion for 2009. The bottom line has rising earnings year-over-year of $945.60 million for 2010 vs. $390.80 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $1.42 billion for 2010 vs. $562.00 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 0.34 0.34 0 0.00%
Dec-10 0.39 0.45 0.06 15.38%
Sep-10 0.32 0.37 0.05 15.91%
Jun-10 0.29 0.29 0 0.00%
Mar-10 0.25 0.29 0.04 17.22%

Goodyear Tire & Rubber Co. (GT) is a $4.31 billion market cap manufacturer of tires. The company, along with its subsidiaries, is principally engaged in the development, manufacture, distribution and sale of tires and related products and services worldwide. Goodyear also manufactures and markets rubber-related chemicals for range of applications. The company reported (basic) $0.42 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.95 (below 1 is a sign of caution).

The next reporting quarter estimated mean earnings are $0.27 per share. Analyst estimates range between $0.17 and $0.4 per share. The forward P/E ratio is 8.28. The stock has a price to book ratio (ttm) of 4.45. The price to sales ratio is 0.15.


In the last month, the stock has moved in price 10.04%, with a one year change of 44.44%. Comparing to the S&P 500 price change, Goodyear's performance is 5.32% vs. the S&P 500 from a month ago, and the one year difference is 19.09% vs. S&P 500 price change.

The annual growth rate of revenue is 13.4%. The last fiscal year had accounts receivable to sales percentage of 0.1453% compared to the same period a year earlier of 0.1558%.

The company has rising revenue year-over-year of $18.83 billion for 2010 vs. $16.30 billion for 2009. The bottom line has rising earnings year-over-year of $-216.00 million for 2010 vs. $-375.00 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $510.00 million for 2010 vs. $-6.00 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 0.12 0.51 0.39 328.57%
Dec-10 -0.07 0.07 0.14 NA%
Sep-10 0.10 0.13 0.03 25%
Jun-10 0.05 0.12 0.07 123.46%
Mar-10 -0.02 0.18 0.2 NA%

Dupont E I De Nemours & Co. (DD) is a $50.24 billion market cap company. E. I. du Pont de Nemours and Company (DuPont) offers a range of products and services for markets, including agriculture and food, building and construction, electronics and communications, general industrial and transportation. The company consists of 13 businesses, which consists of its segments. DuPont operates in seven segments: Agriculture & Nutrition, Electronics & Communications, Performance Chemicals, Performance Coatings, Performance Materials, Safety & Protection, and Pharmaceuticals. The company reported (basic) $1.54 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.39.

The next reporting quarter estimated mean earnings are $1.33 per share. Analyst estimates range between $1.25 and $1.4 per share. The current trailing twelve months (ttm) P/E ratio is 15.107 and the forward P/E ratio is 11.95. The stock has a price to book ratio (ttm) of 4.97. The price to sales ratio is 1.46.


In the last month, the stock has moved in price 4.54%, with a one year change of 41.11%. Comparing to the S&P 500 price change, Dupont's performance is 0.06% vs. the S&P 500 from a month ago, and the one year difference is 16.34% vs. S&P 500 price change.

The annual growth rate of revenue is 17.1%. The last fiscal year had accounts receivable to sales percentage of 0.1789% compared to the same period a year earlier of 0.1927%. For the trailing twelve months, investors received $1.56 in dividends for a yield of 3.03%.

The company has rising revenue year-over-year of $31.51 billion for 2010 vs. $26.11 billion for 2009. The bottom line has rising earnings year-over-year of $3.03 billion for 2010 vs. $1.76 billion for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $3.07 billion for 2010 vs. $1.37 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 1.36 1.52 0.16 12.18%
Dec-10 0.32 0.5 0.18 57.38%
Sep-10 0.34 0.4 0.06 17.13%
Jun-10 0.94 1.17 0.23 24.91%
Mar-10 1.06 1.24 0.18 17.04%

D.R. Horton, Inc. (D.R. Horton) (DHI) is a $3.82 billion market cap homebuilding company in the United States. It constructs and sells homes through its operating divisions in 26 states and 72 metropolitan markets of the United States, primarily under the name of D.R. Horton, America’s Builder. The company reported (basic) $0.09 per share in earnings for the quarter ending March 31, 2011.

The next reporting quarter estimated mean earnings are $0.06 per share. The current trailing twelve months (ttm) P/E ratio is 65.722 and the forward P/E ratio is 20.05. The stock has a price to book ratio (ttm) of 1.35. The price to sales ratio is 0.82.


In the last month, the stock has moved in price 2.84%, with a one year change of 10.32%. Comparing to the S&P 500 price change, Horton's performance is -1.57% vs. the S&P 500 from a month ago, and the one year difference is -9.04% vs. S&P 500 price change.

The annual growth rate of revenue is 16.4%. The last fiscal year had accounts receivable to sales percentage of 0.0037% compared to the same period a year earlier of 0.0813%. For the trailing twelve months, investors received $0.15 in dividends for a yield of 1.25%.

The company has rising revenue year-over-year of $4.31 billion for 2010 vs. $3.60 billion for 2009. The bottom line has rising earnings year-over-year of $245.10 million for 2010 vs. $-549.80 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $82.90 million for 2010 vs. $-535.90 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 0.09 0.14 NA%
Dec-10 -0.03 -0.04 -0.01 NA%
Sep-10 -0.05 -0.03 0.02 NA%
Jun-10 0.17 0.16 -0.01 -4.88%
Mar-10 0.00 0.04 0.04 NA%

Southwestern Energy Co. (SWN) is a $16.93 billion market cap independent energy company engaged in natural gas and oil exploration, development and production (E&P). The company is focused on creating and capturing additional value through its natural gas gathering and marketing businesses. The company reported (basic) $0.39 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.79.

The next reporting quarter estimated mean earnings are $0.43 per share. Analyst estimates range between $0.39 and $0.48 per share. The current trailing twelve months (ttm) P/E ratio is 30.052 and the forward P/E ratio is 21.21. The stock has a price to book ratio (ttm) of 4.41. The price to sales ratio is 5.01.


In the last month, the stock has moved in price 19.56%, with a one year change of 28.87%. Comparing to the S&P 500 price change, Southwestern's performance is 14.43% vs. the S&P 500 from a month ago, and the one year difference is 6.25% vs. S&P 500 price change.

The annual growth rate of revenue is 17.8%. The last fiscal year had accounts receivable to sales percentage of 0.1347% compared to the same period a year earlier of 0.1226%.

The company has rising revenue year-over-year of $2.61 billion for 2010 vs. $2.15 billion for 2009. The bottom line has rising earnings year-over-year of $604.12 million for 2010 vs. $-35.65 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $1.02 billion for 2010 vs. $-34.97 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 0.39 0 0.00%
Dec-10 0.42 0.43 0.01 2.19%
Sep-10 0.45 0.46 0.01 2.06%
Jun-10 0.36 0.35 -0.01 -1.71%
Mar-10 0.46 0.49 0.03 6.24%

International Paper Company (International Paper) (IP) is a $13.45 billion market cap global paper and packaging company, with markets and manufacturing operations in North America, Europe, Latin America, Russia, Asia and North Africa. The company reported (basic) $0.79 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 1.26.

The next reporting quarter estimated mean earnings are $0.66 per share. Analyst estimates range between $0.61 and $0.74 per share. The current trailing twelve months (ttm) P/E ratio is 12.142 and the forward P/E ratio is 9.66. The stock has a price to book ratio (ttm) of 1.73. The price to sales ratio is 0.47.


In the last month, the stock has moved in price 5.52%, with a one year change of 23.18%. Comparing to the S&P 500 price change, International Paper's performance is 1% vs. the S&P 500 from a month ago, and the one year difference is 1.56% vs. S&P 500 price change.

The annual growth rate of revenue is 7.2%. The last fiscal year had accounts receivable to sales percentage of 0.1207% compared to the same period a year earlier of 0.1153%. For the trailing twelve months, investors received $0.4 in dividends for a yield of 3.41%.

The company has rising revenue year-over-year of $25.18 billion for 2010 vs. $23.37 billion for 2009. The bottom line has falling earnings year-over-year of $644.00 million for 2010 vs. $663.00 million for 2009. The company's earnings before income and taxes are falling with an EBIT year-over-year of $1.41 billion for 2010 vs. $1.93 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 0.59 0.74 0.15 26.24%
Dec-10 0.65 0.68 0.03 4.01%
Sep-10 0.79 0.91 0.12 15.75%
Jun-10 0.41 0.42 0.01 2.89%
Mar-10 0.04 0.04 0 0.00%

Expedia, Inc. (EXPE) is a $8.25 billion market cap online travel company. The company makes available, on a stand-alone and package basis, travel products and services provided by numerous airlines, lodging properties, car rental companies, destination service providers, cruise lines and other travel product and service companies. The company reported (basic) $0.19 per share in earnings for the quarter ending March 31, 2011. The Quick Ratio is 0.9 (below 1 is a warning sign of possible financial problems).

The next reporting quarter estimated mean earnings are $0.46 per share. Analyst estimates range between $0.43 and $0.49 per share. The current trailing twelve months (ttm) P/E ratio is 21.21 and the forward P/E ratio is 15.85. The stock has a price to book ratio (ttm) of 2.7. The price to sales ratio is 2.16.


In the last month, the stock has moved in price -3.52%, with a one year change of -4.63%. Comparing to the S&P 500 price change, Expedia's performance is 5.71% vs. the S&P 500 from a month ago, and the one year difference is 9.44% vs. S&P 500 price change.

The annual growth rate of revenue is 11.7%. The last fiscal year had accounts receivable to sales percentage of 0.0981% compared to the same period a year earlier of 0.1042%. For the trailing twelve months, investors received $0.28 in dividends for a yield of 0.93%.

The company has rising revenue year-over-year of $3.35 billion for 2010 vs. $2.96 billion for 2009. The bottom line has rising earnings year-over-year of $421.50 million for 2010 vs. $299.53 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $731.92 million for 2010 vs. $571.41 million for 2009. The charts have been tearing it up with new 52-week highs being made. The slower moving averages have moved above the 200 day moving average, another positive technical indicator. I would have a lot of caution going into earnings after the recent run up in price.

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 0.26 0.25 -0.01 -4.62%
Dec-10 0.36 0.32 -0.04 -11.55%
Sep-10 0.58 0.66 0.08 13.4%
Jun-10 0.42 0.44 0.02 5.52%
Mar-10 0.22 0.26 0.04 16.91%

Motorola Solutions, Inc. (MSI) is a $15.4 billion market cap company. Motorola Solutions, Inc. (Motorola Solutions), formerly Motorola, Inc., provides technologies, products, systems and services. Motorola Solutions’s portfolio include wireless handsets, wireless accessories, digital entertainment devices, set-top boxes and video distribution systems, analog and digital two-way radios, wireless and wireline broadband network products, and end-to-end enterprise mobility products. The company reported (basic) $1.47 per share in earnings for the quarter ending April 2, 2011. The Quick Ratio is 1.81.

The next reporting quarter estimated mean earnings are $0.44 per share. Analyst estimates range between $0.43 and $0.47 per share. The current trailing twelve months (ttm) P/E ratio is 30.072 and the forward P/E ratio is 19.79. The stock has a price to book ratio (ttm) of 1.97. The price to sales ratio is 1.11.


In the last month, the stock has moved in price -0.87%, with a one year change of 42.91%. Comparing to the S&P 500 price change, Motorola Solutions, Inc.'s performance is -5.12% vs. the S&P 500 from a month ago, and the one year difference is 17.83% vs. S&P 500 price change.

The annual growth rate of revenue is 5.9%. The last fiscal year had accounts receivable to sales percentage of 0.1695% compared to the same period a year earlier of 0.1568%.

The company has rising revenue year-over-year of $19.28 billion for 2010 vs. $18.15 billion for 2009. The bottom line has rising earnings year-over-year of $633.00 million for 2010 vs. $-51.00 million for 2009. The company's earnings before income and taxes are rising with an EBIT year-over-year of $789.00 million for 2010 vs. $-492.00 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 0.32 0.54 0.22 69.07%
Dec-10 1.06 1.2 0.14 13.21%
Sep-10 0.80 1.19 0.39 49.18%
Jun-10 0.56 0.63 0.07 12.92%
Mar-10 -0.07 0.14 0.21 NA%
Source: 9 Companies to Consider That Are Reporting Earnings on Thursday Part II