Earnings Roundup: 10 Super Hot Stocks to Analyze After Earnings

Top Dow (NYSE:DIA) and S&P 500 (NYSE:SPY) stocks announced earnings this week. Here’s your Cheat Sheet to their announcements and business outlooks:

Must Read Feature: Is Gold Good for Society?

Monday

Philip Morris International Inc. (NYSE:PM) reported net income above Wall Street’s expectations for the third quarter. Net income for Philip Morris International Inc. rose to $2.38 billion ($1.35 per share) vs. $1.82 billion (99 cents per share) in the same quarter a year earlier. This marks a rise of 30.5% from the year earlier quarter. Revenue rose 26.4% to $8.36 billion from the year earlier quarter. PM reported adjusted net income of $1.37 per share. By that measure, the company beat the mean estimate of $1.23 per share. It beat the average revenue estimate of $7.57 billion.

“While we benefited from a relatively undemanding comparison, our results this quarter were simply superb on each and every key performance measure. Our business in Japan was a key driver of our stellar results, but elsewhere we enjoyed very solid growth and improving trends in virtually all geographies,” said Louis C. Camilleri, Chairman and Chief Executive Officer. “It is heartening to witness that the efforts deployed by all our employees are being rewarded by such significant progress and continued strong momentum.”

Competitors to Watch: Altria Group, Inc. (NYSE:MO), Reynolds American, Inc. (NYSE:RAI), Lorillard Inc. (NYSE:LO), Vector Group Ltd. (NYSE:VGR), British American Tobacco (AMEX:BTI), Imperial Tobacco Group PLC (ITYBY), Star Scientific, Inc. (NASDAQ:CIGX), Alliance One Intl., Inc. (NYSE:AOI), and Universal Corporation (NYSE:UVV).

PPG Industries Inc. (NYSE:PPG) reported its results for the third quarter. Net income for the specialty chemicals company rose to $311 million ($1.96 per share) vs. $262 million ($1.58 per share) in the same quarter a year earlier. This marks a rise of 18.7% from the year earlier quarter. Revenue rose 11.2% to $3.85 billion from the year earlier quarter. PPG beat the mean analyst estimate of $1.93 per share. Analysts were expecting revenue of $3.88 billion.

“This is the fifth consecutive quarter in which we eclipsed our prior quarterly earnings record,” said Charles E. Bunch, PPG chairman and CEO. “This consistent improvement in performance, especially in light of today’s economic backdrop, demonstrates the value of our management’s aggressive focus on operations and the continuing benefit of the structural changes that we have made to the company the past few years, including lowering our cost base and expanding in emerging regions. In addition, these results reflect the continuing benefits of our disciplined deployment of our strong cash position.”

Competitors to Watch: The Valspar Corporation (NYSE:VAL), RPM International Inc. (NYSE:RPM), Sherwin-Williams Company (NYSE:SHW), E.I. du Pont de Nemours & Co. (NYSE:DD), Akzo Nobel N.V. (AKZOY), Southwall Technologies (SWTXD), Olin Corporation (NYSE:OLN), Corning Incorporated (NYSE:GLW), and FMC Corporation (NYSE:FMC).

Tuesday

Chipotle Mexican Grill Inc. (NYSE:CMG) reported higher profit for the third quarter as revenue showed growth. Net income for the restaurant rose to $60.4 million ($1.90 per share) vs. $48.2 million ($1.52 per share) in the same quarter a year earlier. This marks a rise of 25.3% from the year earlier quarter.Revenue rose 24.1% to $591.9 million from the year earlier quarter. CMG beat the mean analyst estimate of $1.85 per share. Analysts were expecting revenue of $582.8 million.

“Chipotle’s strong performance in the quarter and throughout the year is the result of our strong food culture, where we are constantly striving for more sustainable sources for all of our ingredients; and our special people culture, where top performers throughout the company are creating an extraordinary dining experience for each customer,” said Steve Ells, Founder, Chairman and Co-CEO of Chipotle.

Competitors to Watch: McDonald’s Corporation (NYSE:MCD), Good Times Restaurants Inc. (NASDAQ:GTIMD), Carrols Restaurant Group, Inc. (NASDAQ:TAST), Tim Hortons Inc. (NYSE:THI), Yum! Brands, Inc. (NYSE:YUM), Jack in the Box Inc. (NASDAQ:JACK), Panera Bread Company (NASDAQ:PNRA), Nathan’s Famous, Inc. (NASDAQ:NATH), Wendy’s Arby’s Group Inc. (NYSE:WEN), Starbucks Corporation (NASDAQ:SBUX), Sonic Corporation (NASDAQ:SONC) and Darden Restaurants (NYSE:DRI).

Buffalo Wild Wings, Inc. (NASDAQ:BWLD) reported net income above Wall Street’s expectations for the third quarter. Net income for the restaurant rose to $11.3 million (61 cents per share) vs. $8.5 million (47 cents per share) in the same quarter a year earlier. This marks a rise of 32.5% from the year earlier quarter. Revenue rose 30.7% to $197.8 million from the year earlier quarter. BWLD beat the mean analyst estimate of 58 cents per share. It beat the average revenue estimate of $190.3 million.

“Net earnings increased 32.5% to $11.3 million from $8.5 million, and earnings per diluted share increased 29.8% to $0.61 from $0.47 Sally Smith, President and Chief Executive Officer, commented, “Demand for the Buffalo Wild Wings brand is apparent in our strong same-store sales for the third quarter, with an increase of 5.7% at company-owned restaurants and 4.2% at franchised locations. Unit growth and strong sales in our new and existing restaurants combined to achieve a substantial increase in revenue of 30.7%. We leveraged this revenue growth to accomplish net earnings growth of over 32%, providing our shareholders with earnings per diluted share of $0.61.”

Competitors to Watch: Landry’s Restaurants, Inc (LNY), Ark Restaurants Corp. (NASDAQ:ARKR), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Brinker Intl., Inc. (NYSE:EAT), O’Charley’s Inc. (NASDAQ:CHUX), Flanigan’s Enterprises, Inc. (AMEX:BDL), California Pizza Kitchen, Inc. (NASDAQ:CPKI), BJ’s Restaurants, Inc. (NASDAQ:BJRI), Benihana Inc. (NASDAQ:BNHNA), and P.F. Chang’s China Bistro (NASDAQ:PFCB).

Wednesday

Apple Inc. (NASDAQ:AAPL) reported higher profit for the fourth quarter as revenue showed growth. Net income for Apple Inc. rose to $6.62 billion ($7.05 per share) vs. $4.31 billion ($4.64 per share) in the same quarter a year earlier. This marks a rise of 53.7% from the year earlier quarter.  Revenue rose 39% to $28.27 billion from the year earlier quarter. AAPL fell short of the mean analyst estimate of $7.30 per share. It fell short of the average revenue estimate of $29.45 billion.

“We are thrilled with the very strong finish of an outstanding fiscal 2011, growing annual revenue to $108 billion and growing earnings to $26 billion,” said Tim Cook, Apple’s CEO. “Customer response to iPhone 4S has been fantastic, we have strong momentum going into the holiday season, and we remain really enthusiastic about our product pipeline.”

Competitors to Watch: Hewlett-Packard Company (NYSE:HPQ), Dell Inc. (NASDAQ:DELL), Google Inc. (NASDAQ:GOOG), Microsoft Corporation (NASDAQ:MSFT), Lenovo Group Limited (LNVGY), Adobe Systems Incorporated (NASDAQ:ADBE), Intl. Business Machines Corp. (NYSE:IBM), Intel Corporation (NASDAQ:INTC), Super Micro Computer, Inc. (NASDAQ:SMCI), and Nokia Corporation (NYSE:NOK).

Yahoo! Inc. (NASDAQ:YHOO) posted a decrease in profit as revenue declined. Net income for the internet information provider fell to $293.3 million (23 cents per share) vs. $396.1 million (29 cents per share) a year earlier. This is a decline of 26% from the year earlier quarter. Revenue fell 24% to $1.22 billion from the year earlier quarter. YHOO reported adjusted net income of 21 cents per share. By that measure, the company beat the mean estimate of 17 cents per share. It beat the average revenue estimate of $1.07 billion.

“We’re pleased that revenue, operating income and EPS were all above consensus this quarter,” said Tim Morse, CFO and Interim CEO, Yahoo!. “My focus, and that of the whole company, is to move the business forward with new technology, partnerships, products, and premium personalized content – all with an eye toward growing monetization.”

Competitors to Watch: Google Inc. (NASDAQ:GOOG), Microsoft Corporation (NASDAQ:MSFT), AOL, Inc. (NYSE:AOL), IAC/InterActiveCorp (NASDAQ:IACI), Rediff.com India Ltd. (NASDAQ:REDF), Sohu.com Inc. (NASDAQ:SOHU), Baidu.com, Inc. (NASDAQ:BIDU), InfoSpace, Inc. (NASDAQ:INSP), Intl. Business Machines Corp. (NYSE:IBM), and Demand Media Inc (NYSE:DMD).

Thursday

McGraw-Hill Companies Inc. (NYSE:MHP) reported its results for the third quarter. Net income for the book publisher fell to $365.6 million ($1.21 per share) vs. $379.9 million ($1.23 per share) a year earlier. This is a decline of 3.8% from the year earlier quarter. Revenue fell 2.5% to $1.91 billion from the year earlier quarter. MHP fell short of the mean analyst estimate of $1.23 per share. It fell short of the average revenue estimate of $2.04 billion.

“Overall, the business performed well despite challenging market conditions in global credit markets and historically low funding levels in the U.S. elementary-high school market. We are still on track for another year of growth in 2011, but we remain cautious over the balance of the year,” said Harold McGraw III, chairman, president, and chief executive officer of The McGraw-Hill Companies. “We now expect to achieve diluted earnings per share from continuing operations of $2.81 to $2.86 compared to adjusted earnings per share of $2.68 in 2010.”

Competitors to Watch: Moody’s (NYSE:MCO), Reed Elsevier plc (NYSE:RUK), Reed Elsevier NV (NYSE:ENL), Thomson Reuters Corp. (NYSE:USA) (NYSE:TRI), Gannett Co., Inc. (NYSE:GCI), Meredith Corporation (NYSE:MDP), Scholastic Corporation (NASDAQ:SCHL), Pearson PLC (NYSE:PSO), News Corporation (NASDAQ:NWSA), and The New York Times Company (NYSE:NYT).

New York Times Co. (NYSE:NYT) climbed to a profit in the third quarter and beat Wall Street’s expectations in the process. Reported a profit of $15.7 million (10 cents per diluted share) in the quarter. New York Times Co. had a net loss of $4.3 million or a loss 3 cents per share in the year earlier quarter.Revenue fell 3.1% to $537.2 million from the year earlier quarter. NYT reported adjusted net income of 5 cents per share. By that measure, the company beat the mean estimate of 3 cents per share. Analysts were expecting revenue of $540.9 million.

“This quarter we continued to execute on our strategy to transform our business, said Janet L. Robinson, president and chief executive officer, The New York Times Company. “We made significant progress in developing a robust digital subscription revenue stream, reduced our operating costs, meaningfully improved our liquidity through the early repayment of high-interest debt and tripled our initial investment on the sale of a portion of our stake in Fenway Sports Group. And despite a challenging advertising environment, our operating profit grew reflecting our strong cost performance and growth in circulation revenues, which rose three percent.”

Competitors to Watch: Gannett Co., Inc. (NYSE:GCI), The McClatchy Company (NYSE:MNI), News Corporation (NASDAQ:NWSA), Media General, Inc. (NYSE:MEG), GateHouse Media, Inc. (GHSE), Lee Enterprises, Inc. (NYSE:LEE), The E.W. Scripps Company (NYSE:SSP), A. H. Belo Corporation (NYSE:AHC), Daily Journal Corporation (NASDAQ:DJCO), and Pearson PLC (NYSE:PSO).

Friday

Ingersoll-Rand plc (NYSE:IR) reported its results for the third quarter. Net income for the diversified machinery company fell to $86.2 million (25 cents per share) vs. $232.2 million (68 cents per share) a year earlier. This is a decline of 62.9% from the year earlier quarter. Revenue rose 5.3% to $3.93 billion from the year earlier quarter. IR reported adjusted net income of 81 cents per share. By that measure, the company beat the mean estimate of 78 cents per share. Analysts were expecting revenue of $3.89 billion.

“We are seeing challenging economic conditions in our residential heating ventilation and air conditioning (HVAC), security and golf businesses, as reflected in our revised guidance,” said Michael W. Lamach. “Although our residential and consumer markets remain depressed, there are a number of opportunities well within our control to improve our earnings and margins going forward. Our focus on the continuation of our operational excellence and innovation strategies remains the central theme in our journey to improve our company for the benefit of our employees, customers and shareholders.”

Competitors to Watch: Lennox International Inc. (NYSE:LII), Standex Int’l Corp. (NYSE:SXI), AAON, Inc. (NASDAQ:AAON), Lennox International (NYSE:LII), Honeywell International (NYSE:HON), General Electric Company (NYSE:GE), Johnson Controls Inc. (NYSE:JCI) and Refrigeration Electrical Engineering (AMEX:REE).

FLIR Systems, Inc. (NASDAQ:FLIR) reported net income above Wall Street’s expectations for the third quarter. Net income for FLIR Systems, Inc. rose to $64.7 million (40 cents per share) vs. $63 million (39 cents per share) in the same quarter a year earlier. This marks a rise of 2.8% from the year earlier quarter. Revenue rose 11.7% to $371.3 million from the year earlier quarter. FLIR reported adjusted net income of 43 cents per share. By that measure, the company beat the mean estimate of 37 cents per share. It fell short of the average revenue estimate of $395.3 million.

Earl Lewis, President and CEO of FLIR, noted, “We are pleased with our third quarter results. During the quarter, we took successful steps to improve operating margins, achieved the best bookings quarter since 2008 in our legacy Government Systems business, saw our acquired Detection and Integrated Systems segments reach profitability for the first time, and delivered the most units in the history of our Commercial Systems division. Our scale, unique operating model, and continued focus on innovation will enable our continued growth.”

Competitors to Watch: L-3 Communications Hldgs., Inc. (NYSE:LLL), General Dynamics Corp. (NYSE:GD), Raytheon Company (NYSE:RTN), Irvine Sensors Corporation (IRSN), Elbit Systems Ltd. (NASDAQ:ESLT), Herley Industries, Inc. (NASDAQ:HRLY), Cubic Corporation (NYSE:CUB), Anaren, Inc. (NASDAQ:ANEN), and Tel-Instrument Electronics Corp. (AMEX:TIK).