3 Stocks Engaging Shareholders Following Earnings Reports

CarMax Group (NYSE:KMX) reported its results for the third quarter. Net income for the auto dealership rose to $82.8 million (36 cents per share) vs. $82.4 million (36 cents per share) in the same quarter a year earlier. This marks a rise of 0.5% from the year earlier quarter. Revenue rose 6.7% to $2.26 billion from the year earlier quarter. KMX fell short of the mean analyst estimate of 38 cents per share. Analysts were expecting revenue of $2.25 billion.

“We are pleased to report another quarter of strong profits, despite a difficult sales comparison and the continued sluggish economy,” said Tom Folliard, president and chief executive officer. “We remain committed to investing in our long-term growth strategy. We now plan to open 10 stores in fiscal 2013 and are pleased to announce our plan to open between 10 and 15 stores per year during each of the following three fiscal years.”

Competitors to Watch: Copart, Inc. (NASDAQ:CPRT), America’s Car-Mart, Inc. (NASDAQ:CRMT), KAR Auction Services Inc (NYSE:KAR), AutoNation, Inc. (NYSE:AN), Penske Automotive Group, Inc. (NYSE:PAG), General Motors Company (NYSE:GM), Toyota Motor Corp. (NYSE:TM), Honda Motor CO., Ltd. (NYSE:HMC), Ford Motor Company (NYSE:F), Group one Automotive, Inc. (NYSE:GPI), Sonic Automotive, Inc. (NYSE:SAH).

KB Home (NYSE:KBH) posted lower net income in the fourth quarter compared with a year-earlier period. Net income for KB Home fell to $13.9 million (18 cents per share) vs. $17.4 million (23 cents per share) a year earlier. This is a decline of 20.2% from the year earlier quarter. Revenue rose 6.4% to $479.9 million from the year earlier quarter. KBH beat the mean analyst estimate of 4 cents per share. It beat the average revenue estimate of $469.6 million.

“In the fourth quarter, we reported net profits, continued to increase our net orders, and built our backlog to the highest year-end level since 2008,” said Jeffrey Mezger, president and chief executive officer. “We believe these results demonstrate our success in adapting to current market realities and positioning our business for the future. We are pleased that amid weak and turbulent market conditions throughout 2011, we have posted improvements in our deliveries, revenues and selling, general and administrative expense ratio for three consecutive quarters, and generated operating income for two consecutive quarters. With our fourth quarter net orders up 38% from a year ago, and our year-end homes in backlog up 61%, we believe we are moving into 2012 well-positioned to achieve further improvement in our financial metrics.”

Competitors to Watch: PulteGroup, Inc. (NYSE:PHM), The Ryland Group, Inc. (NYSE:RYL), Lennar Corporation (NYSE:LEN), D.R. Horton, Inc. (NYSE:DHI), M.D.C. Holdings, Inc. (NYSE:MDC), Toll Brothers, Inc. (NYSE:TOL), Hovnanian Enterprises, Inc. (NYSE:HOV), NVR, Inc. (NYSE:NVR), Standard Pacific Corp. (NYSE:SPF), and California Coastal Communities, Inc. (CALCQ).

Actuant Corporation (NYSE:ATU) reported net income above Wall Street’s expectations for the first quarter. Net income for Actuant Corporation rose to $37.2 million (50 cents per share) vs. $25.9 million (35 cents per share) in the same quarter a year earlier. This marks a rise of 43.6% from the year earlier quarter. Revenue rose 23.4% to $392.8 million from the year earlier quarter. ATU beat the mean analyst estimate of 43 cents per share. It beat the average revenue estimate of $376.3 million.

Robert C. Arzbaecher, Chairman and CEO of Actuant commented, “Actuant delivered another strong quarter with sales, EPS and cash flow solidly above expectations. In particular, we were pleased with the first quarter’s double digit core sales growth in both the Industrial and Energy segments. Our execution was outstanding as we generated year-over-year EBITDA margin improvement in all four segments while continuing to invest in our Growth + Innovation initiatives. Finally, we completed the repurchase of nearly one million common shares, deploying approximately $20 million of the first quarter’s free cash flow on what we believe is an attractive investment. I want to thank our employees for their efforts in delivering a great start to the year.”

Competitors to Watch: Parker-Hannifin Corp. (NYSE:PH), Crane Co. (NYSE:CR), Omega Flex, Inc. (NASDAQ:OFLX), Sun Hydraulics Corporation (NASDAQ:SNHY), Danaher Corporation (NYSE:DHR), Caterpillar (NYSE:CAT), and General Electric (NYSE:GE).