Seeking Alpha

CapitalCube

 
View as an RSS Feed
View CapitalCube's Articles BY TICKER:
  • O'Reilly Automotive: Analysis Of Q3 Earnings Beat
    Yesterday, 6:52 PM ORLY Comment!
  • Abbott Laboratories: Analysis Of Q3 Earnings Miss
    Thu, Oct. 23 ABT 2 Comments

    Summary

    • Despite a fall in revenues and tax-events inspired drop in EPS, signs of Mylan deal still being strong gave a moderate spin to Abbott's 3Q earnings.
    • Shares fell, but Abbott's performance has been better than that of the S&P over the year.
    • Earnings decline largely a result of non-operational activity – pretax margins improved from 11.70% to 14.07%.
  • Boston Scientific: Analysis Of Q3 Earnings
    Thu, Oct. 23 BSX Comment!

    Summary

    • Revenues of USD 1846 million, Net Earnings of USD 43 million and EPS of USD 0.03. Performance focus on earnings: same period year-on-year change in earnings of 960% better than change in revenues of 6.40%.
    • Gross margins now 70.21% from 73.89% compared to the same period last year, EBITDA margins now 11.54% from 22.25%.
    • Earnings growth due to the contribution of unusual items.
  • Thermo Fisher Scientific Analysis Of Q3 Earnings
    Thu, Oct. 23 TMO Comment!

    Summary

    • Revenues of USD 4,171.40 million, Net Earnings of USD 468.20 million and EPS of USD 1.17.
    • Earnings potentially benefiting from some unlocking of accruals: Year-on-year change in Operating Cash Flow of 33.73% trailed change in earnings.
    • Earnings growth due to the contribution of unusual items.
  • Stanley Black & Decker, Inc. Analysis Of Q3 Earnings Beat
    Thu, Oct. 23 SWK Comment!
  • General Dynamics Corporation Analysis Of Q3 Earnings, Revenue Beat
    Thu, Oct. 23 GD Comment!
  • Northrop Grumman Corporation Analysis Of Q3 Earnings Beat
    Thu, Oct. 23 NOC Comment!
  • Volatility Trade Back In Oct 22, 2014 - ETF Gainers And Losers
    Thu, Oct. 23 VIXY, VXX, VIXM Comment!
  • Dow Chemical Company Analysis Of Q3 Earnings Gain
    Thu, Oct. 23 DOW 1 Comment
  • Northern Trust Corporation Analysis Of Q3 Earnings Miss
    Thu, Oct. 23 NTRS 2 Comments
  • Xerox Corporation Analysis Of Q3 Earnings
    Thu, Oct. 23 XRX Comment!
  • Amphenol Corporation Analysis Of Q3 Earnings
    Thu, Oct. 23 APH Comment!
  • Yelp Down On Revenue Guidance - Earnings Analysis
    Thu, Oct. 23 YELP Comment!
  • Intuitive Surgical Analysis Of Q3 Sales, Earnings Beat
    Thu, Oct. 23 ISRG 2 Comments

    Summary

    • Revenues of USD 550.10 million, Net Earnings of USD 123.70 million and EPS of USD 3.35. Performance focus more on top-line than bottom-line: same period year-on-year change of revenue of 10.24% vs. change in earnings of -21.11%.
    • Earnings decline from operating margin decreases as well as from unusual items.
    • The company’s decline in gross margins is offset by some improvements on the balance sheet side – working capital management shows progress.
  • Kimberly-Clark Corporation: Analysis Of The Q3 Earnings And Revenues Beat
    Wed, Oct. 22 KMB Comment!
  • Valeant Pharmaceuticals Quarterly Earnings Analysis
    Wed, Oct. 22 VRX Comment!

    Summary

    • Same period year-on-year change in earnings of 129.64% better than change in revenues of 39.70%.
    • Earnings growth from operating margin improvements as well as from unusual items.
    • The company’s improvement in gross margins has come at the expense of a deterioration in working capital management, suggesting that the improvements in gross margins are likely trade-offs with the balance sheet and not strictly from operating decisions.
  • VMware Quarterly Earnings Analysis
    Wed, Oct. 22 VMW Comment!
  • ManpowerGroup Inc. Analysis Of The Q3 Earnings Beat
    Wed, Oct. 22 MAN Comment!
  • Robert Half International Inc.: Analysis Of The Q3 EPS Beat
    Wed, Oct. 22 RHI Comment!
  • Broadcom Corporation Analysis Of The Q3 EPS Beat
    Wed, Oct. 22 BRCM Comment!
  • Illinois Tool Works Inc.: Analysis Of The Q3 EPS Beat
    Wed, Oct. 22 ITW Comment!
  • Coca-Cola Company: Analysis Of The Quarterly Earnings Drop
    Wed, Oct. 22 KO Comment!
  • Lockheed Martin - Analysis Of The Q3 Earnings Beat Despite Revenues Dip
    Wed, Oct. 22 LMT Comment!
  • Chipotle Mexican Grill, Inc. Quarterly Earnings Analysis
    Tue, Oct. 21 CMG 1 Comment
  • Honeywell International Quarterly Earnings Analysis
    Mon, Oct. 20 HON Comment!
  • Top 10 ETF Gainers And Losers For October 17, 2014
    Sun, Oct. 19 GREK, EWZ, FEEU Comment!
  • SanDisk Quarterly Earnings Analysis
    Fri, Oct. 17 SNDK Comment!
  • Badger Meter, Inc. Quarterly Earnings Analysis
    Fri, Oct. 17 BMI Comment!
  • Las Vegas Sands Corp. Quarterly Earnings Analysis
    Fri, Oct. 17 LVS 3 Comments
  • iGATE Corporation Quarterly Earnings Analysis
    Fri, Oct. 17 IGTE Comment!
  • Monsanto Company Quarterly Earnings Analysis
    Thu, Oct. 16 MON Comment!
  • Fastenal Company Quarterly Earnings Analysis
    Wed, Oct. 15 FAST 1 Comment