Earnings Roundup: 3 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:

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1) Constellation Brands Inc. (NYSE:STZ) reported net income above Wall Street’s expectations for the second quarter. Net income for the beverage company rose to $162.7 million (76 cents per share) vs. $91.3 million (39 cents per share) in the same quarter a year earlier. This marks a rise of 78.2% from the year earlier quarter. Revenue fell 20% to $690.2 million from the year earlier quarter. STZ beat the mean analyst estimate of 66 cents per share. It beat the average revenue estimate of $667.9 million.

“The underlying fundamentals of our business remain solid. We are investing additional resources behind key brands and routes to market while implementing changes to achieve cost savings and drive operational efficiencies. I am particularly pleased with our quarterly results in the areas of free cash flow generation and margin improvement,” said Rob Sands, president and chief executive officer, Constellation Brands.

Competitors to Watch: Castle Brands Inc. (AMEX:ROX), Diageo plc (NYSE:DEO), Willamette Valley Vineyards, Inc. (NASDAQ:WVVI), Anheuser-Busch InBev (NYSE:BUD), The Boston Beer Co (NYSE:SAM), Molson Coors Brewing Co. (NYSE:TAP), Craft Brewers Alliance, Inc. (NASDAQ:HOOK), Compania Cervecerias Unidas S.A. (NYSE:CCU), Scheid Vineyards Inc. (SVIN), Heineken N.V. (HINKY), and Fortune Brands, Inc. (NYSE:FO) (NYSE:BEAM).

2) Monsanto Company’s (NYSE:MON) fourth quarter loss narrowed, beating estimates. Loss narrowed to $112 million (loss of 21 cents per diluted share) from $143 million (loss of 26 cents per share) in the same quarter a year earlier. Revenue rose 15.1% to $2.25 billion from the year earlier quarter. MONreported an adjusted net loss of 22 cents per share. By that measure, the company beat the mean analyst estimate of a loss of 27 cents per share. It beat the average revenue estimate of $1.89 billion.

Comment from Monsanto Chairman, President and Chief Executive Officer Hugh Grant: “As we bring this year to a very successful close and look at what’s to come, it’s clear that we have turned a corner and returned to growth mode. We made a conscious effort to reconnect with our customers, and from that earned significant sales growth for seeds and traits and created positive momentum we carry into 2012. Through the combination of advanced product platforms, a more balanced business and increasingly global opportunities, I believe we have the essential elements in place to achieve mid-teens growth in fiscal year 2012.”

Competitors to Watch: Syngenta AG (NYSE:SYT), The Scotts Miracle-Gro Co. (NYSE:SMG), The Dow Chemical Company (NYSE:DOW), FMC Corporation (NYSE:FMC), The Mosaic Company (NYSE:MOS), American Vanguard Corp. (NYSE:AVD), Potash (NYSE:POT), CF Industries Hldgs., Inc. (NYSE:CF) and Origin Agritech Ltd. (NASDAQ:SEED).

3) Costco Wholesale Corporation (NASDAQ:COST) reported its results for the fourth quarter. Net income for the discount store rose to $478 million ($1.08 per share) vs. $432 million (97 cents per share) in the same quarter a year earlier. This marks a rise of 10.6% from the year earlier quarter. Revenue rose 16.8% to $28.18 billion from the year earlier quarter. COST was about in line with expectations as the mean analyst estimate of $1.09 per share. Analysts were expecting revenue of $27.78 billion.

Competitors to Watch: Wal-Mart Stores, Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Dollar General Corp. (NYSE:DG), BJ’s Wholesale Club, Inc. (NYSE:BJ), Family Dollar Stores, Inc. (NYSE:FDO), Gordmans Stores, Inc. (NASDAQ:GMAN), Dollar Tree, Inc. (NASDAQ:DLTR), Amazon.com, Inc. (NASDAQ:AMZN), eBay (NASDAQ:EBAY), Best Buy (NYSE:BBY), Bed, Bath & Beyond (NASDAQ:BBBY), Apple Inc (NASDAQ:AAPL) and Fred’s, Inc. (NASDAQ:FRED).

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