Earnings Roundup: 9 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: Groupon Analyst Cheat Sheet.

Starbucks Corporation (NASDAQ:SBUX) reported its results for the fourth quarter. Net income for the specialty eatery rose to $358.5 million (47 cents per share) vs. $278.9 million (37 cents per share) in the same quarter a year earlier. This marks a rise of 28.5% from the year earlier quarter. Revenue rose 6.8% to $3.03 billion from the year earlier quarter. SBUX reported adjusted net income of 37 cents per share. By that measure, the company beat the mean estimate of 36 cents per share. It beat the average revenue estimate of $2.95 billion.

“Fiscal 2011 was an extraordinary year in which Starbucks reported record earnings every quarter, and for the full year, and very strong comp store sales growth all around the world,” said Howard Schultz, chairman, president and ceo. “Starbucks today is executing in all markets and across all channels, and we have never been better positioned to go hard and go fast after the tremendous opportunity that lies ahead in 2012 and beyond,” Schultz added.

Competitors to Watch: Einstein Noah Restaurant Group, Inc. (NASDAQ:BAGL), Panera Bread Company (NASDAQ:PNRA), Caribou Coffee Co., Inc. (NASDAQ:CBOU), Peet’s Coffee & Tea, Inc. (NASDAQ:PEET), McDonald’s Corporation (NYSE:MCD), Yum! Brands, Inc. (NYSE:YUM), Green Mountain Coffee Roasters Inc. (NASDAQ:GMCR), Tim Hortons Inc. (NYSE:THI), Wendy’s Arby’s Group Inc. (NYSE:WEN), Sonic Corporation (NASDAQ:SONC) and Darden Restaurants (NYSE:DRI).

Kellogg Company (NYSE:K) reported its results for the third quarter. Net income for Kellogg Company fell to $290 million (80 cents per share) vs. $338 million (90 cents per share) a year earlier. This is a decline of 14.2% from the year earlier quarter. Revenue rose 4.9% to $3.31 billion from the year earlier quarter. K fell short of the mean analyst estimate of 89 cents per share. It fell short of the average revenue estimate of $3.41 billion.

“We are continuing to rebuild our momentum as a company. The third quarter offered some compelling signs of improvement, particularly top-line growth and in-market performance. Rebuilding momentum takes time, especially in challenging market environments. We increased the levels of investment in our supply chain in the quarter, a process we will continue. This multi-year program will improve the infrastructure and drive reliability and capability,” said John Bryant, Kellogg Company’s president and chief executive officer.

Competitors to Watch: Ralcorp Holdings, Inc. (NYSE:RAH), General Mills, Inc. (NYSE:GIS), Kraft Foods Inc. (NYSE:KFT), Flowers Foods, Inc. (NYSE:FLO), The Hain Celestial Group, Inc. (NASDAQ:HAIN), PepsiCo, Inc. (NYSE:PEP) and TreeHouse Foods Inc. (NYSE:THS).

American International Group Inc (NYSE:AIG) reported its results for the third quarter. Loss widened to $4.11 billion ($2.16 per diluted share) from $2.52 billion (loss of $18.53 per share) in the same quarter a year earlier. AIG fell short of the mean analyst estimate of a loss of 8 cents per share.

“AIG continues to navigate a challenging global economic environment, and our results for the quarter were adversely affected by equity market declines, widening credit spreads, and declining interest rates, as well as property catastrophe losses,” said Robert H. Benmosche, AIG President and Chief Executive Officer. “We also took significant impairments at ILFC, reflecting management’s decision on certain aircraft that would be disposed of prior to the end of their previously estimated life in light of technological developments in the aircraft industry, fleet management announcements by certain airlines, and our newly acquired part-out company.”

Competitors to Watch: Hartford Financial Services (NYSE:HIG), HCC Insurance Hldgs., Inc. (NYSE:HCC), American Financial Group (NYSE:AFG), ACE Limited (NYSE:ACE), The Chubb Corporation (NYSE:CB), The Travelers Companies, Inc. (NYSE:TRV), White Mountains Insurance Group, Ltd. (NYSE:WTM), CNA Financial Corporation (NYSE:CNA), and Loews Corporation (NYSE:L).

NYSE Euronext (NYSE:NYX) reported its results for the third quarter.  Net income for the diversified investments company rose to $200 million (76 cents per share) vs. $128 million (49 cents per share) in the same quarter a year earlier. This marks a rise of 56.3% from the year earlier quarter. Revenue rose 19.8% to $1.26 billion from the year earlier quarter. NYX reported adjusted net income of 71 cents per share. By that measure, the company beat the mean estimate of 69 cents per share. It beat the average revenue estimate of $705.8 million.

“Our strong third quarter results benefited from unseasonably strong trading volumes, as well as our continuing business diversification efforts,” said Duncan L. Niederauer, CEO, NYSE Euronext. “Non-trading related net revenue was up $30 million year-over-year, driven by growth in our technology services businesses and the increasing momentum we are experiencing in our global listings franchise.”

Competitors to Watch: IntercontinentalExchange, Inc. (NYSE:ICE), NASDAQ OMX Group, Inc. (NASDAQ:NDAQ), CME Group Inc. (NASDAQ:CME), CBOE Holdings, Inc (NASDAQ:CBOE), Deutsche Boerse AG (DB1), MarketAxess Holdings Inc. (NASDAQ:MKTX), Forestar Group Inc. (NYSE:FOR), Knight Capital Group Inc. (NYSE:KCG), and London Stock Exchange Group Plc (NYSE:LSE).

JDS Uniphase Corporation (NASDAQ:JDSU) reported its results for the first quarter. Reported a loss of $5.8 million (3 cents per diluted share) in the quarter. JDS Uniphase Corporation had a net income of $100,000 or breakeven on a per share basis in the year earlier quarter. Revenue rose 3.8% to $420.8 million from the year earlier quarter. The company reported adjusted net income of 18 cents a share. By that measure, it beat the mean analyst estimate of 13 cents a share. It beat the mean revenue estimate of $415 million.

“I am very pleased with our operating results during this period of macroeconomic uncertainty,” said Tom Waechter, JDSU’s President and Chief Executive Officer. “Although revenue levels are being restricted by these global headwinds, the mix of our highly innovative and differentiated products continues to grow with a favorable impact on gross margin. This combined with strong cost controls allowed us to significantly exceed expectations for operating margins. I am also happy to announce that all JDSU, Thailand employees are safe from the flooding in southern Thailand and we have added additional employees there to help meet our customer’s needs as best as possible under these difficult conditions.”

Competitors to Watch: EXFO Electro-Optical Engineering (NASDAQ:EXFO), Finisar Corporation (NASDAQ:FNSR), Ixia (NASDAQ:XXIA), Oclaro, Inc. (NASDAQ:OCLR), Spirent Communications Plc (SPMYY), Tollgrade Communications, Inc. (NASDAQ:TLGD), Oplink Communications, Inc (NASDAQ:OPLK), Ciena Corporation (NASDAQ:CIEN), Agilent Technologies Inc. (NYSE:A), and RiT Technologies Ltd. (NASDAQ:RITT).

Level three Communications, Inc. (NASDAQ:LVLT) reported its results for the third quarter. Reported loss of $207 million ($1.75 per diluted share on adjusted basis from stock split) from $163 million (loss of $1.47 per share on a split-adjusted basis) in the same quarter a year earlier. Revenue rose 1.6% to $927 million from the year earlier quarter. The mean estimate for LVLT was a loss of $1.48 per share. It fell short of the average revenue estimate of $1.29 billion

Competitors to Watch: Global Crossing Ltd. (NASDAQ:GLBC), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), tw telecom inc. (NASDAQ:TWTC), XO Holdings Inc. (XOHO), AboveNet, Inc. (NYSE:ABVT), PAETEC Holding Corp. (NASDAQ:PAET), Xfone, Inc. (AMEX:XFN), Tata Communications Ltd. (NYSE:TCL), and Cincinnati Bell Inc. (NYSE:CBB).

Sohu.com Inc. (NASDAQ:SOHU) reported net income above Wall Street’s expectations for the third quarter. Net income for the internet information provider rose to $46.8 million ($1.17 per share) vs. $41 million ($1.01 per share) in the same quarter a year earlier. This marks a rise of 14.2% from the year earlier quarter. Revenue rose 41.9% to $232.9 million from the year earlier quarter. SOHU reported adjusted net income of $1.26 per share. By that measure, the company beat the mean estimate of $1.18 per share. It beat the average revenue estimate of $228.1 million.

Dr. Charles Zhang, chairman and chief executive officer of Sohu.com commented, “I am pleased to report strong third quarter results with year-over-year revenue growth of 42%, driven by solid performance of our online advertising and online gaming businesses. For online advertising, two of the fastest growing areas, Sogou and Sohu video continued to deliver exciting news. Sogou’s quarterly revenue grew 244% year-over-year, comfortably exceeding our prior guidance. Sohu video, for the first time, in September, both the number of visitors and total number of video viewed rose to the second place in China, according to Comscore.” Dr. Zhang added, “For online game, our online gaming subsidiary Changyou once again exceeded its top-line and bottom-line financial goals, while making planned investments in marketing and promotion of Duke of Mount Deer. Our flagship game Tian Long Ba Bu, or TLBB, continued to expand player numbers with the release of new expansion pack. Duke of Mount Deer, or DMD, appeals to hard-core game players with its new technologies and advanced cross-server game play.”

Competitors to Watch: Baidu.com, Inc. (NASDAQ:BIDU), SINA Corporation (NASDAQ:SINA), Google Inc. (NASDAQ:GOOG), NetEase.com, Inc. (NASDAQ:NTES), Yahoo! Inc. (NASDAQ:YHOO), Ku6 Media Co., Ltd. (NASDAQ:KUTV), Shanda Interactive Entertainment Ltd ADR (NASDAQ:SNDA), Youku.com Inc (NYSE:YOKU), and Rediff.com India Ltd. (NASDAQ:REDF).

AOL Inc. (NYSE:AOL) reported a drop to a loss in the third quarter driven by higher costs. Reported a loss of $2.6 million (2 cents per diluted share) in the quarter. The internet information provider had net income of $171.6 million or $1.60 per share in the year earlier quarter. Revenue fell 5.6% to $531.7 million from the year earlier quarter. AOL beat the mean analyst estimate of a loss of 7 cents per share. Analysts were expecting revenue of $524 million.

“AOL grew global advertising by 8%, driven by 28% and 15% growth in third party network and global display advertising revenue, respectively, substantially closing the gap to revenue and eventual profit growth,” said Tim Armstrong, Chairman and CEO. “We continue to build strong consumer experiences as we execute our strategy to build the premium branded media company for the internet. Our share repurchases underlie our belief in the value of AOL and our strategy.”

Competitors to Watch: Google Inc. (NASDAQ:GOOG), Yahoo! Inc. (NASDAQ:YHOO), Microsoft Corporation (NASDAQ:MSFT), IAC/InterActiveCorp (NASDAQ:IACI), Demand Media Inc (NYSE:DMD), News Corporation (NASDAQ:NWSA), The New York Times Company (NYSE:NYT), CBS Corporation (NYSE:CBS), and Baidu.com, Inc. (NASDAQ:BIDU).

Time Warner Inc. (NYSE:TWX) reported net income above Wall Street’s expectations for the third quarter. Net income for the entertainment company rose to $822 million (78 cents per share) vs. $522 million (46 cents per share) in the same quarter a year earlier. This marks a rise of 57.5% from the year earlier quarter. Revenue rose 10.8% to $7.07 billion from the year earlier quarter. TWX reported adjusted net income of 79 cents per share. By that measure, the company beat the mean estimate of 75 cents per share. Analysts were expecting revenue of $6.97 billion.

Chairman and Chief Executive Officer Jeff Bewkes said: “This was another terrific quarter for us, financially and strategically, putting us on pace to exceed our prior financial goals for the year. Our results demonstrate the success of Time Warner’s focus on investing in great content that audiences love and leading the evolution of how it’s delivered. Warner Bros. had a record-setting quarter, led by Harry Potter and the Deathly Hallows: Part two, which grossed $1.3 billion at the box office globally, ranking as the 3rd highest grossing film ever and capping an unprecedented franchise run. Warner Bros. also has had an excellent start in the new TV season with returning series such as The Big Bang Theory, Mike & Molly and Two and a Half Men, and new shows including two Broke Girls, Suburgatory and Person of Interest. We’re also pleased with the early success of The Big Bang Theory on TBS, illustrating how our content can create value across the company.”

Competitors to Watch: News Corporation (NASDAQ:NWSA), The Walt Disney Company (NYSE:DIS), CBS Corporation (NYSE:CBS), Comcast Corporation (NASDAQ:CMCSA), Time Warner Cable Inc. (NYSE:TWC), Sony Corporation (NYSE:SNE), Liberty Global Inc. (NASDAQ:LBTYA), Gannett Co., Inc. (NYSE:GCI), Yahoo! (NASDAQ:YHOO), Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOG), InterActive Corp (NASDAQ:IACI), Netflix (NASDAQ:NFLX), TiVo (NASDAQ:TIVO) and Liberty Media Corp (NASDAQ:LSTZA).

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