Why Are These 4 Stocks Down After Earnings?

The Dow (NYSE:DIA) closed 26 points lower on Monday . Oil (NYSE:USO) decided to take a pause and end the day down to close just under $112 per barrel.  Although the overall mood of the market was rather calm, these companies are shaking things up after earnings.

These 4 companies reported earnings on Monday:

1) Netflix (NASDAQ:NFLX): Investors are pulling the plug as shares fall more than 5% in late trading.  After the closing bell, the online media provider released Q1 results.  EPS of $1.11 beat estimates by 3 cents.  Revenue increased 21% year-over-year to $719 million, which beat estimates by $16 million.  The company expects Q2 earnings to fall between 93 cents and $1.15.  This was a disappointment to Wall Street estimates’ of $1.18.  Licensing costs are also rising faster than anticipated.  Competitors include Amazon (NASDAQ:AMZN), Apple (NASDAQ:AAPL), and even Dish Network (NASDAQ:DISH).

2) Masco (NYSE:MAS): After the close, the company released Q1 results.  EPS of -5 cents missed estimates by 8 cents.  Revenue decreased 4% from last year to $1.77 billion.  The company expects better results in the second half of the year, and perhaps investors believe the same.  Shares were only down slightly after the weaker than expected results.  Investors should also pay attention to the New Home Sales Report released today.  Other home plays include: Lowe’s (NYSE:LOW) and The Home Depot (NYSE:HD).

3) Kimberly-Clark (NYSE:KMB): Before the markets opened, the company released Q1 results.  EPS of $1.09 missed estimates by 8 cents.  Revenue increased 4% to $5.02 billion.  The company reduced its earnings forecast and announced it will once again raise product prices this year, as rising costs were blamed for the Q1 earnings miss.  Competitors include Procter & Gamble (NYSE:PG) and Energizer Holdings (NYSE:ENR).

4) Express Scripts (NASDAQ:ESRX): The company provides a range of pharmacy benefit management services in North America.  Shares are feeling harsh side effects after Q1 earnings as the stock falls 6% in late trading.  EPS of 66 cents missed estimates by 3 cents.  Revenue was also a miss and declined 4% year-over-year to $11.09 billion.  Investors looking for a health play may be better off examining Johnson & Johnson (NYSE:JNJ) or Allscripts Healthcare Solutions (NASDAQ:MDRX).

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Disclosure: No positions