Earnings Roundup: 8 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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Exxon Mobil Corporation (NYSE:XOM) reported higher profit for the third quarter as revenue showed growth. Net income for Exxon Mobil Corporation rose to $10.33 billion ($2.13 per share) vs. $7.35 billion ($1.44 per share) in the same quarter a year earlier. This marks a rise of 40.5% from the year earlier quarter. Revenue rose 35.7% to $125.33 billion from the year earlier quarter. XOM was about in line with expectations as the mean analyst estimate of $2.11 per share. It beat the average revenue estimate of $113.56 billion.

“ExxonMobil’s results for the third quarter of 2011 reflect a continued commitment to operational integrity, disciplined investing and superior project execution. Third quarter earnings of $10.3 billion were up 41% from the third quarter of 2010, reflecting higher crude oil and natural gas realizations and improved refining margins. Earnings for the first nine months of 2011 were $31.7 billion, up 49% over the first nine months of 2010. In the third quarter, capital and exploration expenditures were $8.6 billion, and reached a record level of $26.7 billion for the first nine months of the year as we continue pursuing new opportunities to meet growing energy demand while supporting economic growth, including job creation. Oil-equivalent production decreased 4% compared to the third quarter of 2010. Excluding the impacts of entitlement volumes, OPEC quota effects and divestments, production was in line with 2010. The Corporation distributed over $7 billion to shareholders in the third quarter through dividends and share purchases to reduce shares outstanding.”

Competitors to Watch: Chevron Corporation (NYSE:CVX), BP plc (NYSE:BP), ConocoPhillips (NYSE:COP), Marathon Oil Corporation (NYSE:MRO), Hess Corp. (NYSE:HES), TOTAL S.A. (NYSE:TOT), Suncor Energy Inc. (NYSE:SU), Repsol YPF, S.A. (REPYY), and Petroleo Brasileiro SA (NYSE:PBR).

Cameron International Corporation (NYSE:CAM) reported net income above Wall Street’s expectations for the third quarter. Net income for the oil and gas equipment and services company rose to $164.5 million (67 cents per share) vs. $148.7 million (61 cents per share) in the same quarter a year earlier. This marks a rise of 10.6% from the year earlier quarter. Revenue  rose 10.4% to $1.69 billion from the year earlier quarter. CAM reported adjusted net income of 78 cents per share. By that measure, the company beat the mean estimate of 74 cents per share. It fell short of the average revenue estimate of $1.81 billion.

Chief Executive Officer Jack B. Moore said that the year-over-year revenue increase was due to gains in the Drilling & Production Systems (NYSE:DPS) and Valves & Measurement (V&M) segments. He noted that EBITDA margins were up for the Company sequentially. Both the DPS and V&M segments drove these margin improvements. Total orders were $2.0 billion for the quarter, up from $1.48 billion in the third quarter of 2010, for an increase of 35%. “We are pleased at the pace of orders for the quarter, particularly with the strength of our shorter cycle businesses”, Moore commented, “In fact, this represents our third highest orders quarter in Cameron’s history”. Surface systems, Distributed Valves, Process Valves and Measurement had record quarterly orders. Subsea saw a 15% increase sequentially.

Competitors to Watch: FMC Technologies, Inc. (NYSE:FTI), T-3 Energy Services, Inc. (NASDAQ:TTES), National-Oilwell Varco, Inc. (NYSE:NOV), Dril-Quip, Inc. (NYSE:DRQ), Flotek Industries, Inc. (NYSE:FTK), Baker Hughes Incorporated (NYSE:BHI), Lufkin Industries, Inc. (NASDAQ:LUFK), Oil States Intl., Inc. (NYSE:OIS), Halliburton Company (NYSE:HAL), and Bolt Technology Corp. (NASDAQ:BOLT).

Merck & Co Inc. (NYSE:MRK) reported its results for the third quarter. Net income for the drug manufacturer rose to $1.69 billion (55 cents per share) vs. $341.6 million (11 cents per share) in the same quarter a year earlier. This is a more than fourfold rise from the year earlier quarter. Revenue rose 8.1% to $12.02 billion from the year earlier quarter.  MRK reported adjusted net income of 94 cents per share. By that measure, the company beat the mean estimate of 91 cents per share. It beat the average revenue estimate of $11.61 billion.

“Merck once again delivered a strong quarter,” said Kenneth C. Frazier, president and chief executive officer, “coupling top line growth and strong expense management to report an 11 percent increase to the bottom line. Going forward, Merck will continue to implement our growth strategy, while transforming the way we operate our business.”

Competitors to Watch: Johnson & Johnson (NYSE:JNJ), Pfizer Inc. (NYSE:PFE), Bristol Myers Squibb Co. (NYSE:BMY), GlaxoSmithKline plc (NYSE:GSK), Sanofi-Aventis SA (NYSE:SNY), Roche Holding Ltd. (RHHBY), Eli Lilly & Co. (NYSE:LLY), Abbott Laboratories (NYSE:ABT), Teva Pharmaceutical Industries Ltd (NASDAQ:TEVA), and Novartis AG (NYSE:NVS).

Bristol-Myers Squibb Company (NYSE:BMY) reported net income above Wall Street’s expectations for the third quarter. Net income for Bristol-Myers Squibb Company rose to $969 million (56 cents per share) vs. $949 million (55 cents per share) in the same quarter a year earlier. This marks a rise of 2.1% from the year earlier quarter. Revenue rose 11.4% to $5.34 billion from the year earlier quarter.BMY reported adjusted net income of 61 cents per share. By that measure, the company beat the mean estimate of 58 cents per share. Analysts were expecting revenue of $5.3 billion.

“Our solid financial results, key R&D data and multiple business development transactions together demonstrate our ability to execute our short-term plans while at the same timelaying a solid foundation for our future,” said Lamberto Andreotti, chief executive officer, Bristol-Myers Squibb.

Competitors to Watch: Pfizer Inc. (NYSE:PFE), Merck & Co., Inc. (NYSE:MRK), Eli Lilly & Co. (NYSE:LLY), Sanofi-Aventis SA (NYSE:SNY), Abbott Laboratories (NYSE:ABT), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), Roche Holding Ltd. (RHHBY), GlaxoSmithKline plc (NYSE:GSK), and AstraZeneca plc (NYSE:AZN).

Eli Lilly and Company (NYSE:LLY) in the third quarter as profit dropped from a year earlier. Net income for the drug manufacturer fell to $1.24 billion ($1.11 per share) vs. $1.3 billion ($1.18 per share) a year earlier. This is a decline of 5.1% from the year earlier quarter. Revenue  rose 8.7% to $6.15 billion from the year earlier quarter. LLY reported adjusted net income of $1.13 per share. By that measure, the company fell in line with the mean estimate of $1.13 per share. Analysts were expecting revenue of $6.03 billion.

“In the third quarter Lilly continued to drive revenue growth for many key brands, including Cymbalta, Humalog, Forteo and Strattera, with strong growth also seen in animal health, Japan and China. This growth offset the continued erosion of Gemzar sales due to generic competition,” said John C. Lechleiter, Ph.D., Lilly’s chairman, president and chief executive officer. “As we face the loss of patent exclusivity for Zyprexa in most major markets, we are well-prepared as a company to meet the challenges before us. We remain committed to our innovation-based strategy and are focused on delivering the next wave of new medicines to patients in the coming years.”

Competitors to Watch: Pfizer Inc. (NYSE:PFE), Bristol Myers Squibb Co. (NYSE:BMY), Merck & Co., Inc. (NYSE:MRK), Johnson & Johnson (NYSE:JNJ), Amylin Pharmaceuticals, Inc. (NASDAQ:AMLN), GlaxoSmithKline plc (NYSE:GSK), Alkermes, Inc. (NASDAQ:ALKS), Roche Holding Ltd. (RHHBY), Novartis AG (NYSE:NVS), and Abbott Laboratories (NYSE:ABT).

Amazon.com, Inc. (NASDAQ:AMZN) in the third quarter as profit dropped from a year earlier. Net income fell to $63 million (14 cents per share) vs. $231 million (51 cents per share) a year earlier. This is a decline of 72.7% from the year earlier quarter. Revenue rose 43.9% to $10.88 billion from the year earlier quarter. AMZN fell short of the mean analyst estimate of 24 cents per share. Analysts were expecting revenue of $10.93 billion.

Jeff Bezos, founder and CEO of Amazon.com. “In the three weeks since launch, orders for electronic ink Kindles are double the previous launch. And based on what we’re seeing with Kindle Fire pre-orders, we’re increasing capacity and building millions more than we’d already planned.”

Competitors to Watch: eBay Inc. (NASDAQ:EBAY), Wal-Mart Stores, Inc. (NYSE:WMT), Overstock.com, Inc. (NASDAQ:OSTK), Google Inc. (NASDAQ:GOOG), Barnes & Noble, Inc. (NYSE:BKS), Costco Wholesale Corp. (NASDAQ:COST), GSI Commerce, Inc. (NASDAQ:GSIC), Hot Topic, Inc. (NASDAQ:HOTT), PC Mall, Inc. (NASDAQ:MALL), Apple (NASDAQ:AAPL) and Best Buy Co., Inc. (NYSE:BBY).

Procter & Gamble Co. (NYSE:PG) reported its results for the first quarter. Net income for Procter & Gamble Co. fell to $3.02 billion ($1.03 per share) vs. $3.08 billion ($1.02 per share) a year earlier. This is a decline of 2% from the year earlier quarter. Revenue  rose 8.8% to $21.9 billion from the year earlier quarter. PG fell in line with the mean analyst estimate of $1.03 per share. Analysts were expecting revenue of $21.55 billion.

“The first quarter was a good start to the fiscal year,” said Chairman of the Board, President and Chief Executive Officer Bob McDonald. “We maintained strong top-line growth momentum in a difficult operating environment.We are well positioned – due to continued top-line strength, recently implemented price increases and our productivity improvement and cost savings efforts – to improve earnings growth as we progress through the fiscal year.”

Competitors to Watch: Church & Dwight Co., Inc. (NYSE:CHD), Colgate-Palmolive Company (NYSE:CL), The Clorox Company (NYSE:CLX), Henkel AG & Co. (HEN3), Kimberly-Clark Corporation (NYSE:KMB), Johnson & Johnson (NYSE:JNJ), Teva Pharmaceutical Industries Ltd (NASDAQ:TEVA), The Stephan Co. (SPCO), CCA Industries, Inc. (AMEX:CAW), and Zep, Inc. (NYSE:ZEP).

Colgate-Palmolive Co. (NYSE:CL) reported its results for the third quarter. Net income for the personal products company rose to $643 million ($1.31 per share) vs. $619 million ($1.21 per share) in the same quarter a year earlier. This marks a rise of 3.9% from the year earlier quarter. Revenue rose 11.2% to $4.38 billion from the year earlier quarter. CL fell in line with the mean analyst estimate of $1.31 per share. Analysts were expecting revenue of $4.37 billion.

Ian Cook, Chairman, President and Chief Executive Officer commented on the results and outlook excluding the third quarter 2011 items noted above, “We are pleased with our strong top and bottom line growth this quarter with worldwide net sales, operating profit, net income and diluted earnings per share all increasing versus year ago, despite very sharp increases in material costs, an intense competitive environment and challenging macroeconomic conditions worldwide.”

Competitors to Watch: The Procter & Gamble Co. (NYSE:PG), Church & Dwight Co., Inc. (NYSE:CHD), The Clorox Company (NYSE:CLX), CCA Industries, Inc. (AMEX:CAW), Unilever plc (NYSE:UL), Avon Products, Inc. (NYSE:AVP), The Stephan Co. (SPCO), Kimberly-Clark Corporation (NYSE:KMB), PC Group, Inc. (PCGR), and Alberto-Culver Company (NYSE:ACV).

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