These stocks have seen impressive revenue gains in the most recent quarter and have managed to expand profit margins too. The companies have also been booking more of the extra revenue into cash, positioning them well for delivering higher returns to shareholders:
Las Vegas Sands (LVS) - A leader in the gaming and casino industry, LVS owns and operates major casinos primarily in Las Vegas and Macau. The company recently booked an almost 50% rise in quarterly profits thanks in part to some screaming contribution numbers from its new resort in Singapore. Operating margins are at almost twice their 5 year average. This highly volatile stock (with a beta of over 3.5) is up about 4%, year-to-date.
Green Mountain Coffee Roasters (GMCR) - This company is in the specialty coffee and coffee maker industry and most recently reported a quarterly revenue growth of 127%. Successful marketing of the company's individual coffee portion packs drove surging sales for the quarter. Operating margins are at almost 1.5 times the 5-year average and cash flow has been growing rapidly. While these numbers are impressive, keep in mind that the company plans some aggressive CapEx over the next year and the stock is already up about 228%, year-to-date.
Priceline.com (PCLN) - A leading provider of travel services, PCLN booked another successful quarter recently. With international bookings up almost 100% and the company's expansion into new markets gaining traction, revenue was up a solid 43% and operating margin came in well above the firm's five year average. With almost $1.5 billion in net cash, the company appears on track to continue its fairly aggressive stock buybacks. The stock is up about 30%, year-to-date.
Kronos Worldwide (KRO) - Kronos is in the business of chemical manufacturing, and it produces titanium dioxide pigments with applications in diverse industries including paper products, foods, and cosmetics. The company reported record operating profits this past quarter after prices continued to surge thanks to high demand and constricted global supply. Kronos' margins are at over three times the company's five year average, and cash balances are high enough that the company may begin significant reduction in debt. The stock is down about 5%, year-to-date.
Riverbed Technology (RVBD) - Riverbed Tech develops and licenses various tech solutions primarily centered on wide area, mobile networking and cloud applications. The company's revenue growth, operating margin, and cash flow generation reached highs in the most recent quarter thanks to surging sales in the U.S and despite some weakness in the Europe region. Potential growing pains from a large acquisition and uncertainty over tech spending has increased concern over the company's ability to deliver for the next few quarters and the stock is down about 31%, year-to-date.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.