AhOng
2021-11-06
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31 stocks have hit a trifecta so far this earnings season
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":842366742,"tweetId":"842366742","gmtCreate":1636137903407,"gmtModify":1636137903750,"author":{"id":3571557586397050,"idStr":"3571557586397050","authorId":3571557586397050,"authorIdStr":"3571557586397050","name":"AhOng","avatar":"https://static.tigerbbs.com/e3edadf648d1a9539369c3fdbd0e0a61","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Read</p></body></html>","htmlText":"<html><head></head><body><p>Read</p></body></html>","text":"Read","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/842366742","repostId":1100864311,"repostType":2,"repost":{"id":"1100864311","kind":"news","pubTimestamp":1636009812,"share":"https://www.laohu8.com/m/news/1100864311?lang=&edition=full","pubTime":"2021-11-04 15:10","market":"us","language":"en","title":"31 stocks have hit a trifecta so far this earnings season","url":"https://stock-news.laohu8.com/highlight/detail?id=1100864311","media":"MarketWatch","summary":"These companies have increased sales, improved profit margins and built enough enthusiasm for analys","content":"<p>These companies have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly</p>\n<p>Companies including Tesla, AMD and Pool Corp. have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ced41089109377444b92d0b116ecf86\" tg-width=\"1320\" tg-height=\"742\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p>\n<p>Earnings season is in full swing, and there has been no shortage of big news that can drive stock prices up or down. There have also been many successes that can push shares higher over time.</p>\n<p>Zillow Group Inc. provided an example of a big earnings splash on Nov. 2 after the market close. While announcing its quarterly results, the company said it was exiting its Zillow Offers business.</p>\n<p>That was a major change of strategy after the company, whose primary business is listing real estate for sale or rental, began buying and selling homes in 2018. Zillow said it would lay off about 25% of its workforce. The stock was down as much as 19% in morning trading on Nov. 3; it had already fallen 33% in 2021 through Nov. 2.</p>\n<p>Below is a list of companies whose financial results have shown significant improvement from a year earlier.</p>\n<p>The following screen focuses on sales and margins because of the vagaries of companies’ reported earnings, which are often distorted for a quarter or a year by one-time events.</p>\n<ul>\n <li>Through Nov. 2, among the S&P 500,289 companies had reported results for fiscal quarters ended Aug. 14 or later.</li>\n <li>Among those 289, 31 companies met the following qualifications:</li>\n <li>Quarterly sales had risen from the year-earlier quarter.</li>\n <li>Gross and operating margins for the quarter were improved from a year earlier. These measures aren’t used for most financial-services companies, so most were excluded from the screen. For some of the other companies, FactSet cannot calculate gross or operating margins (or both) without the set of GAAP data available later, when the 10-Q reports come out (generally within 45 days of the end of the reported fiscal quarter).</li>\n <li>Consensus sales estimates for calendar 2022 have increased at least 2% from where they were Sept. 30. We have used calendar years for a uniform set of estimates, even though many companies have fiscal years that don’t match the calendar.</li>\n</ul>\n<p>A company’s gross margin is its net revenue minus the cost of goods or services sold. It reflects a company’s pricing power and its direct production costs, including labor and materials. A company’s management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It’s a good sign if the gross margin is expanding as sales increase.</p>\n<p>A company’s operating margin goes further, subtracting more overhead and other expenses that aren’t directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.</p>\n<p>Here are the 31 companies that have hit the trifecta so far this earnings season. There are two tables, sorted by how much quarterly sales increased from a year earlier. The first table includes the screening data and the second table is a summary of opinions among analysts polled by FactSet:</p>\n<table>\n <tbody>\n <tr>\n <td><b>Company</b></td>\n <td><b>Increase in quarterly sales from year earlier</b></td>\n <td><b>Gross margin</b></td>\n <td><b>Gross margin – year-earlier quarter</b></td>\n <td><b>Operating margin</b></td>\n <td><b>Operating margin – year-earlier quarter</b></td>\n <td><b>Increase in calendar 2022 cons. sales estimate since Sept. 30</b></td>\n </tr>\n <tr>\n <td>United Airlines Holdings Inc.</td>\n <td>211.4%</td>\n <td>2.03%</td>\n <td>-106.19%</td>\n <td>7.25%</td>\n <td>-97.23%</td>\n <td>2.8%</td>\n </tr>\n <tr>\n <td>Delta Air Lines Inc.</td>\n <td>199.0%</td>\n <td>11.81%</td>\n <td>-65.38%</td>\n <td>10.02%</td>\n <td>-58.43%</td>\n <td>3.2%</td>\n </tr>\n <tr>\n <td>American Airlines Group Inc.</td>\n <td>182.7%</td>\n <td>11.51%</td>\n <td>-80.65%</td>\n <td>1.82%</td>\n <td>-88.65%</td>\n <td>2.5%</td>\n </tr>\n <tr>\n <td>Diamondback Energy Inc.</td>\n <td>165.3%</td>\n <td>62.98%</td>\n <td>30.00%</td>\n <td>78.80%</td>\n <td>67.08%</td>\n <td>9.6%</td>\n </tr>\n <tr>\n <td>Nucor Corp.</td>\n <td>109.3%</td>\n <td>33.03%</td>\n <td>10.23%</td>\n <td>30.05%</td>\n <td>11.20%</td>\n <td>6.4%</td>\n </tr>\n <tr>\n <td>Phillips 66</td>\n <td>91.4%</td>\n <td>4.36%</td>\n <td>0.26%</td>\n <td>3.90%</td>\n <td>-0.57%</td>\n <td>6.4%</td>\n </tr>\n <tr>\n <td>LyondellBasell Industries N.V.</td>\n <td>87.3%</td>\n <td>20.09%</td>\n <td>12.54%</td>\n <td>20.15%</td>\n <td>13.60%</td>\n <td>6.5%</td>\n </tr>\n <tr>\n <td>Hilton Worldwide Holdings Inc.</td>\n <td>87.0%</td>\n <td>31.80%</td>\n <td>11.38%</td>\n <td>28.16%</td>\n <td>12.45%</td>\n <td>2.0%</td>\n </tr>\n <tr>\n <td>Valero Energy Corp.</td>\n <td>86.7%</td>\n <td>3.02%</td>\n <td>-3.26%</td>\n <td>4.47%</td>\n <td>-0.71%</td>\n <td>5.2%</td>\n </tr>\n <tr>\n <td>Chevron Corp.</td>\n <td>77.6%</td>\n <td>19.14%</td>\n <td>7.43%</td>\n <td>24.38%</td>\n <td>15.26%</td>\n <td>3.5%</td>\n </tr>\n <tr>\n <td>Hess Corp.</td>\n <td>73.1%</td>\n <td>27.12%</td>\n <td>-12.40%</td>\n <td>42.64%</td>\n <td>33.37%</td>\n <td>6.4%</td>\n </tr>\n <tr>\n <td>Celanese Corp.</td>\n <td>60.6%</td>\n <td>31.33%</td>\n <td>23.10%</td>\n <td>27.27%</td>\n <td>20.62%</td>\n <td>7.1%</td>\n </tr>\n <tr>\n <td>Tesla Inc.</td>\n <td>56.8%</td>\n <td>26.60%</td>\n <td>23.52%</td>\n <td>20.47%</td>\n <td>15.88%</td>\n <td>4.4%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc.</td>\n <td>54.0%</td>\n <td>48.37%</td>\n <td>43.91%</td>\n <td>24.69%</td>\n <td>19.35%</td>\n <td>4.4%</td>\n </tr>\n <tr>\n <td>Dow Inc.</td>\n <td>52.8%</td>\n <td>21.03%</td>\n <td>12.90%</td>\n <td>21.78%</td>\n <td>14.54%</td>\n <td>2.4%</td>\n </tr>\n <tr>\n <td>C.H. Robinson Worldwide Inc.</td>\n <td>48.3%</td>\n <td>7.09%</td>\n <td>6.78%</td>\n <td>5.32%</td>\n <td>4.62%</td>\n <td>10.5%</td>\n </tr>\n <tr>\n <td>Robert Half International Inc.</td>\n <td>43.9%</td>\n <td>41.57%</td>\n <td>37.94%</td>\n <td>14.16%</td>\n <td>7.74%</td>\n <td>3.0%</td>\n </tr>\n <tr>\n <td>Mosaic Co.</td>\n <td>43.5%</td>\n <td>26.05%</td>\n <td>14.91%</td>\n <td>27.66%</td>\n <td>20.16%</td>\n <td>17.6%</td>\n </tr>\n <tr>\n <td>KLA Corp.</td>\n <td>35.4%</td>\n <td>62.93%</td>\n <td>58.76%</td>\n <td>46.25%</td>\n <td>39.61%</td>\n <td>4.7%</td>\n </tr>\n <tr>\n <td>NextEra Energy Inc.</td>\n <td>29.3%</td>\n <td>48.18%</td>\n <td>37.02%</td>\n <td>60.20%</td>\n <td>53.83%</td>\n <td>2.2%</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services Inc.</td>\n <td>27.2%</td>\n <td>11.07%</td>\n <td>9.70%</td>\n <td>13.59%</td>\n <td>12.88%</td>\n <td>3.3%</td>\n </tr>\n <tr>\n <td>Intercontinental Exchange Inc.</td>\n <td>25.4%</td>\n <td>69.18%</td>\n <td>68.96%</td>\n <td>52.66%</td>\n <td>49.47%</td>\n <td>2.3%</td>\n </tr>\n <tr>\n <td>Pool Corp.</td>\n <td>23.9%</td>\n <td>31.31%</td>\n <td>28.85%</td>\n <td>17.24%</td>\n <td>13.65%</td>\n <td>3.9%</td>\n </tr>\n <tr>\n <td>Realty Income Corp.</td>\n <td>22.5%</td>\n <td>38.06%</td>\n <td>33.47%</td>\n <td>73.65%</td>\n <td>71.18%</td>\n <td>5.4%</td>\n </tr>\n <tr>\n <td>CBRE Group Inc. Class A</td>\n <td>20.4%</td>\n <td>20.84%</td>\n <td>16.88%</td>\n <td>7.79%</td>\n <td>5.08%</td>\n <td>2.9%</td>\n </tr>\n <tr>\n <td>Teradyne Inc.</td>\n <td>16.0%</td>\n <td>60.28%</td>\n <td>55.60%</td>\n <td>37.23%</td>\n <td>32.70%</td>\n <td>2.0%</td>\n </tr>\n <tr>\n <td>Extra Space Storage Inc.</td>\n <td>15.8%</td>\n <td>60.77%</td>\n <td>56.24%</td>\n <td>69.77%</td>\n <td>65.37%</td>\n <td>3.5%</td>\n </tr>\n <tr>\n <td>Equifax Inc.</td>\n <td>14.5%</td>\n <td>50.49%</td>\n <td>50.02%</td>\n <td>32.03%</td>\n <td>28.78%</td>\n <td>4.2%</td>\n </tr>\n <tr>\n <td>Norfolk Southern Corp.</td>\n <td>13.8%</td>\n <td>39.66%</td>\n <td>33.52%</td>\n <td>50.07%</td>\n <td>45.21%</td>\n <td>2.3%</td>\n </tr>\n <tr>\n <td>Genuine Parts Co.</td>\n <td>10.3%</td>\n <td>34.00%</td>\n <td>33.39%</td>\n <td>8.90%</td>\n <td>8.75%</td>\n <td>2.2%</td>\n </tr>\n <tr>\n <td>Cboe Global Markets Inc.</td>\n <td>3.0%</td>\n <td>40.00%</td>\n <td>31.85%</td>\n <td>29.41%</td>\n <td>23.34%</td>\n <td>2.6%</td>\n </tr>\n <tr></tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>Airlines lead the list, which is no surprise, as the group was moving toward normal operations following the incredible disruption from the coronavirus pandemic in 2020. There are also several energy companies on the list that have benefitted from rising demand and supply disruptions during the pandemic recovery. But many other industries are represented.</p>\n<p>Leaving the group in the same order, here’s a summary of analysts’ opinions:</p>\n<table>\n <tbody>\n <tr>\n <td><b>Company</b></td>\n <td><b>Share “buy” ratings</b></td>\n <td><b>Share neutral ratings</b></td>\n <td><b>Share “sell” ratings</b></td>\n <td><b>Closing price – Nov. 2</b></td>\n <td><b>Cons. price target</b></td>\n <td><b>Implied 12-month upside potential</b></td>\n </tr>\n <tr>\n <td>United Airlines Holdings Inc. <a href=\"https://www.marketwatch.com/investing/stock/UAL?mod=MW_story_quote\" target=\"_blank\">UAL</a></td>\n <td>41%</td>\n <td>41%</td>\n <td>18%</td>\n <td>$47.98</td>\n <td>$59.72</td>\n <td>24%</td>\n </tr>\n <tr>\n <td>Delta Air Lines Inc. <a href=\"https://www.marketwatch.com/investing/stock/DAL?mod=MW_story_quote\" target=\"_blank\">DAL</a></td>\n <td>57%</td>\n <td>43%</td>\n <td>0%</td>\n <td>$40.39</td>\n <td>$54.22</td>\n <td>34%</td>\n </tr>\n <tr>\n <td>American Airlines Group Inc. <a href=\"https://www.marketwatch.com/investing/stock/AAL?mod=MW_story_quote\" target=\"_blank\">AAL</a></td>\n <td>23%</td>\n <td>41%</td>\n <td>36%</td>\n <td>$19.83</td>\n <td>$19.08</td>\n <td>-4%</td>\n </tr>\n <tr>\n <td>Diamondback Energy Inc. <a href=\"https://www.marketwatch.com/investing/stock/FANG?mod=MW_story_quote\" target=\"_blank\">FANG</a></td>\n <td>88%</td>\n <td>12%</td>\n <td>0%</td>\n <td>$114.45</td>\n <td>$129.85</td>\n <td>13%</td>\n </tr>\n <tr>\n <td>Nucor Corp. <a href=\"https://www.marketwatch.com/investing/stock/NUE?mod=MW_story_quote\" target=\"_blank\">NUE</a></td>\n <td>25%</td>\n <td>75%</td>\n <td>0%</td>\n <td>$107.22</td>\n <td>$117.00</td>\n <td>9%</td>\n </tr>\n <tr>\n <td>Phillips 66 <a href=\"https://www.marketwatch.com/investing/stock/PSX?mod=MW_story_quote\" target=\"_blank\">PSX</a></td>\n <td>74%</td>\n <td>26%</td>\n <td>0%</td>\n <td>$77.55</td>\n <td>$92.94</td>\n <td>20%</td>\n </tr>\n <tr>\n <td>LyondellBasell Industries N.V. <a href=\"https://www.marketwatch.com/investing/stock/LYB?mod=MW_story_quote\" target=\"_blank\">LYB</a></td>\n <td>50%</td>\n <td>46%</td>\n <td>4%</td>\n <td>$94.37</td>\n <td>$115.46</td>\n <td>22%</td>\n </tr>\n <tr>\n <td>Hilton Worldwide Holdings Inc. <a href=\"https://www.marketwatch.com/investing/stock/HLT?mod=MW_story_quote\" target=\"_blank\">HLT</a></td>\n <td>48%</td>\n <td>47%</td>\n <td>5%</td>\n <td>$141.34</td>\n <td>$149.56</td>\n <td>6%</td>\n </tr>\n <tr>\n <td>Valero Energy Corp. <a href=\"https://www.marketwatch.com/investing/stock/VLO?mod=MW_story_quote\" target=\"_blank\">VLO</a></td>\n <td>81%</td>\n <td>14%</td>\n <td>5%</td>\n <td>$75.86</td>\n <td>$89.88</td>\n <td>18%</td>\n </tr>\n <tr>\n <td>Chevron Corp. <a href=\"https://www.marketwatch.com/investing/stock/CVX?mod=MW_story_quote\" target=\"_blank\">CVX</a></td>\n <td>59%</td>\n <td>41%</td>\n <td>0%</td>\n <td>$113.83</td>\n <td>$126.86</td>\n <td>11%</td>\n </tr>\n <tr>\n <td>Hess Corp. <a href=\"https://www.marketwatch.com/investing/stock/HES?mod=MW_story_quote\" target=\"_blank\">HES</a></td>\n <td>63%</td>\n <td>37%</td>\n <td>0%</td>\n <td>$82.30</td>\n <td>$104.04</td>\n <td>26%</td>\n </tr>\n <tr>\n <td>Celanese Corp. <a href=\"https://www.marketwatch.com/investing/stock/CE?mod=MW_story_quote\" target=\"_blank\">CE</a></td>\n <td>62%</td>\n <td>38%</td>\n <td>0%</td>\n <td>$166.13</td>\n <td>$193.82</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Tesla Inc. <a href=\"https://www.marketwatch.com/investing/stock/TSLA?mod=MW_story_quote\" target=\"_blank\">TSLA</a></td>\n <td>44%</td>\n <td>27%</td>\n <td>29%</td>\n <td>$1,172.00</td>\n <td>$810.49</td>\n <td>-31%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. <a href=\"https://www.marketwatch.com/investing/stock/AMD?mod=MW_story_quote\" target=\"_blank\">AMD</a></td>\n <td>55%</td>\n <td>43%</td>\n <td>2%</td>\n <td>$127.63</td>\n <td>$134.50</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Dow Inc. <a href=\"https://www.marketwatch.com/investing/stock/DOW?mod=MW_story_quote\" target=\"_blank\">DOW</a></td>\n <td>35%</td>\n <td>54%</td>\n <td>11%</td>\n <td>$58.47</td>\n <td>$67.77</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>C.H. Robinson Worldwide Inc. <a href=\"https://www.marketwatch.com/investing/stock/CHRW?mod=MW_story_quote\" target=\"_blank\">CHRW</a></td>\n <td>29%</td>\n <td>63%</td>\n <td>8%</td>\n <td>$94.57</td>\n <td>$103.44</td>\n <td>9%</td>\n </tr>\n <tr>\n <td>Robert Half International Inc. <a href=\"https://www.marketwatch.com/investing/stock/RHI?mod=MW_story_quote\" target=\"_blank\">RHI</a></td>\n <td>43%</td>\n <td>21%</td>\n <td>36%</td>\n <td>$114.74</td>\n <td>$106.90</td>\n <td>-7%</td>\n </tr>\n <tr>\n <td>Mosaic Co. <a href=\"https://www.marketwatch.com/investing/stock/MOS?mod=MW_story_quote\" target=\"_blank\">MOS</a></td>\n <td>45%</td>\n <td>55%</td>\n <td>0%</td>\n <td>$37.64</td>\n <td>$45.33</td>\n <td>20%</td>\n </tr>\n <tr>\n <td>KLA Corp. <a href=\"https://www.marketwatch.com/investing/stock/KLAC?mod=MW_story_quote\" target=\"_blank\">KLAC</a></td>\n <td>57%</td>\n <td>43%</td>\n <td>0%</td>\n <td>$388.75</td>\n <td>$415.33</td>\n <td>7%</td>\n </tr>\n <tr>\n <td>NextEra Energy Inc. <a href=\"https://www.marketwatch.com/investing/stock/NEE?mod=MW_story_quote\" target=\"_blank\">NEE</a></td>\n <td>68%</td>\n <td>27%</td>\n <td>5%</td>\n <td>$85.42</td>\n <td>$90.11</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services Inc. <a href=\"https://www.marketwatch.com/investing/stock/JBHT?mod=MW_story_quote\" target=\"_blank\">JBHT</a></td>\n <td>42%</td>\n <td>50%</td>\n <td>8%</td>\n <td>$193.19</td>\n <td>$194.85</td>\n <td>1%</td>\n </tr>\n <tr>\n <td>Intercontinental Exchange Inc. <a href=\"https://www.marketwatch.com/investing/stock/ICE?mod=MW_story_quote\" target=\"_blank\">ICE</a></td>\n <td>74%</td>\n <td>26%</td>\n <td>0%</td>\n <td>$138.81</td>\n <td>$152.14</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Pool Corp. <a href=\"https://www.marketwatch.com/investing/stock/POOL?mod=MW_story_quote\" target=\"_blank\">POOL</a></td>\n <td>50%</td>\n <td>50%</td>\n <td>0%</td>\n <td>$515.41</td>\n <td>$562.43</td>\n <td>9%</td>\n </tr>\n <tr>\n <td>Realty Income Corp. <a href=\"https://www.marketwatch.com/investing/stock/O?mod=MW_story_quote\" target=\"_blank\">O</a></td>\n <td>60%</td>\n <td>40%</td>\n <td>0%</td>\n <td>$71.99</td>\n <td>$79.25</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>CBRE Group Inc. Class A <a href=\"https://www.marketwatch.com/investing/stock/CBRE?mod=MW_story_quote\" target=\"_blank\">CBRE</a></td>\n <td>44%</td>\n <td>45%</td>\n <td>11%</td>\n <td>$102.12</td>\n <td>$123.33</td>\n <td>21%</td>\n </tr>\n <tr>\n <td>Teradyne Inc. <a href=\"https://www.marketwatch.com/investing/stock/TER?mod=MW_story_quote\" target=\"_blank\">TER</a></td>\n <td>79%</td>\n <td>21%</td>\n <td>0%</td>\n <td>$139.35</td>\n <td>$153.24</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Extra Space Storage Inc. <a href=\"https://www.marketwatch.com/investing/stock/EXR?mod=MW_story_quote\" target=\"_blank\">EXR</a></td>\n <td>65%</td>\n <td>29%</td>\n <td>6%</td>\n <td>$202.04</td>\n <td>$204.86</td>\n <td>1%</td>\n </tr>\n <tr>\n <td>Equifax Inc. <a href=\"https://www.marketwatch.com/investing/stock/EFX?mod=MW_story_quote\" target=\"_blank\">EFX</a></td>\n <td>67%</td>\n <td>28%</td>\n <td>5%</td>\n <td>$274.51</td>\n <td>$287.76</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Norfolk Southern Corp. <a href=\"https://www.marketwatch.com/investing/stock/NSC?mod=MW_story_quote\" target=\"_blank\">NSC</a></td>\n <td>57%</td>\n <td>29%</td>\n <td>14%</td>\n <td>$286.02</td>\n <td>$300.08</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Genuine Parts Co. <a href=\"https://www.marketwatch.com/investing/stock/GPC?mod=MW_story_quote\" target=\"_blank\">GPC</a></td>\n <td>14%</td>\n <td>79%</td>\n <td>7%</td>\n <td>$133.92</td>\n <td>$137.38</td>\n <td>3%</td>\n </tr>\n <tr>\n <td>Cboe Global Markets Inc. <a href=\"https://www.marketwatch.com/investing/stock/CBOE?mod=MW_story_quote\" target=\"_blank\">CBOE</a></td>\n <td>47%</td>\n <td>33%</td>\n <td>20%</td>\n <td>$135.07</td>\n <td>$133.00</td>\n <td>-2%</td>\n </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>31 stocks have hit a trifecta so far this earnings season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n31 stocks have hit a trifecta so far this earnings season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 15:10 GMT+8 <a href=https://www.marketwatch.com/story/31-stocks-have-hit-a-trifecta-so-far-this-earnings-season-11635954884?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These companies have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly\nCompanies including Tesla, AMD and Pool ...</p>\n\n<a href=\"https://www.marketwatch.com/story/31-stocks-have-hit-a-trifecta-so-far-this-earnings-season-11635954884?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYB":"利安德巴塞尔","O":"Realty Income Corp","AAL":"美国航空","CBOE":"芝加哥期权交易所","NEE":"新纪元能源","UAL":"联合大陆航空","RHI":"罗致恒富","EXR":"Extra Space Storage Inc","CVX":"雪佛龙","CBRE":"世邦魏理仕","DOW":"陶氏化学","KLAC":"科磊","POOL":"Pool Corporation","PAX":"Patria Investments Ltd","EFX":"艾可菲","AMD":"美国超微公司","NSC":"诺福克南方","MOS":"美国美盛","HES":"赫斯","VLO":"瓦莱罗能源","FANG":"Diamondback Energy","DAL":"达美航空","CE":"塞拉尼斯","NUE":"纽柯钢铁","TER":"泰瑞达","CHRW":"罗宾逊物流","TSLA":"特斯拉","ICE":"洲际交易所","GPC":"Genuine Parts Co","HLT":"希尔顿酒店","JBHT":"JB Hunt运输服务"},"source_url":"https://www.marketwatch.com/story/31-stocks-have-hit-a-trifecta-so-far-this-earnings-season-11635954884?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100864311","content_text":"These companies have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly\nCompanies including Tesla, AMD and Pool Corp. have increased sales, improved profit margins and built enough enthusiasm for analysts to have raised their 2022 sales estimates significantly.\nGetty Images\nEarnings season is in full swing, and there has been no shortage of big news that can drive stock prices up or down. There have also been many successes that can push shares higher over time.\nZillow Group Inc. provided an example of a big earnings splash on Nov. 2 after the market close. While announcing its quarterly results, the company said it was exiting its Zillow Offers business.\nThat was a major change of strategy after the company, whose primary business is listing real estate for sale or rental, began buying and selling homes in 2018. Zillow said it would lay off about 25% of its workforce. The stock was down as much as 19% in morning trading on Nov. 3; it had already fallen 33% in 2021 through Nov. 2.\nBelow is a list of companies whose financial results have shown significant improvement from a year earlier.\nThe following screen focuses on sales and margins because of the vagaries of companies’ reported earnings, which are often distorted for a quarter or a year by one-time events.\n\nThrough Nov. 2, among the S&P 500,289 companies had reported results for fiscal quarters ended Aug. 14 or later.\nAmong those 289, 31 companies met the following qualifications:\nQuarterly sales had risen from the year-earlier quarter.\nGross and operating margins for the quarter were improved from a year earlier. These measures aren’t used for most financial-services companies, so most were excluded from the screen. For some of the other companies, FactSet cannot calculate gross or operating margins (or both) without the set of GAAP data available later, when the 10-Q reports come out (generally within 45 days of the end of the reported fiscal quarter).\nConsensus sales estimates for calendar 2022 have increased at least 2% from where they were Sept. 30. We have used calendar years for a uniform set of estimates, even though many companies have fiscal years that don’t match the calendar.\n\nA company’s gross margin is its net revenue minus the cost of goods or services sold. It reflects a company’s pricing power and its direct production costs, including labor and materials. A company’s management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It’s a good sign if the gross margin is expanding as sales increase.\nA company’s operating margin goes further, subtracting more overhead and other expenses that aren’t directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.\nHere are the 31 companies that have hit the trifecta so far this earnings season. There are two tables, sorted by how much quarterly sales increased from a year earlier. The first table includes the screening data and the second table is a summary of opinions among analysts polled by FactSet:\n\n\n\nCompany\nIncrease in quarterly sales from year earlier\nGross margin\nGross margin – year-earlier quarter\nOperating margin\nOperating margin – year-earlier quarter\nIncrease in calendar 2022 cons. sales estimate since Sept. 30\n\n\nUnited Airlines Holdings Inc.\n211.4%\n2.03%\n-106.19%\n7.25%\n-97.23%\n2.8%\n\n\nDelta Air Lines Inc.\n199.0%\n11.81%\n-65.38%\n10.02%\n-58.43%\n3.2%\n\n\nAmerican Airlines Group Inc.\n182.7%\n11.51%\n-80.65%\n1.82%\n-88.65%\n2.5%\n\n\nDiamondback Energy Inc.\n165.3%\n62.98%\n30.00%\n78.80%\n67.08%\n9.6%\n\n\nNucor Corp.\n109.3%\n33.03%\n10.23%\n30.05%\n11.20%\n6.4%\n\n\nPhillips 66\n91.4%\n4.36%\n0.26%\n3.90%\n-0.57%\n6.4%\n\n\nLyondellBasell Industries N.V.\n87.3%\n20.09%\n12.54%\n20.15%\n13.60%\n6.5%\n\n\nHilton Worldwide Holdings Inc.\n87.0%\n31.80%\n11.38%\n28.16%\n12.45%\n2.0%\n\n\nValero Energy Corp.\n86.7%\n3.02%\n-3.26%\n4.47%\n-0.71%\n5.2%\n\n\nChevron Corp.\n77.6%\n19.14%\n7.43%\n24.38%\n15.26%\n3.5%\n\n\nHess Corp.\n73.1%\n27.12%\n-12.40%\n42.64%\n33.37%\n6.4%\n\n\nCelanese Corp.\n60.6%\n31.33%\n23.10%\n27.27%\n20.62%\n7.1%\n\n\nTesla Inc.\n56.8%\n26.60%\n23.52%\n20.47%\n15.88%\n4.4%\n\n\nAdvanced Micro Devices Inc.\n54.0%\n48.37%\n43.91%\n24.69%\n19.35%\n4.4%\n\n\nDow Inc.\n52.8%\n21.03%\n12.90%\n21.78%\n14.54%\n2.4%\n\n\nC.H. Robinson Worldwide Inc.\n48.3%\n7.09%\n6.78%\n5.32%\n4.62%\n10.5%\n\n\nRobert Half International Inc.\n43.9%\n41.57%\n37.94%\n14.16%\n7.74%\n3.0%\n\n\nMosaic Co.\n43.5%\n26.05%\n14.91%\n27.66%\n20.16%\n17.6%\n\n\nKLA Corp.\n35.4%\n62.93%\n58.76%\n46.25%\n39.61%\n4.7%\n\n\nNextEra Energy Inc.\n29.3%\n48.18%\n37.02%\n60.20%\n53.83%\n2.2%\n\n\nJ.B. Hunt Transport Services Inc.\n27.2%\n11.07%\n9.70%\n13.59%\n12.88%\n3.3%\n\n\nIntercontinental Exchange Inc.\n25.4%\n69.18%\n68.96%\n52.66%\n49.47%\n2.3%\n\n\nPool Corp.\n23.9%\n31.31%\n28.85%\n17.24%\n13.65%\n3.9%\n\n\nRealty Income Corp.\n22.5%\n38.06%\n33.47%\n73.65%\n71.18%\n5.4%\n\n\nCBRE Group Inc. Class A\n20.4%\n20.84%\n16.88%\n7.79%\n5.08%\n2.9%\n\n\nTeradyne Inc.\n16.0%\n60.28%\n55.60%\n37.23%\n32.70%\n2.0%\n\n\nExtra Space Storage Inc.\n15.8%\n60.77%\n56.24%\n69.77%\n65.37%\n3.5%\n\n\nEquifax Inc.\n14.5%\n50.49%\n50.02%\n32.03%\n28.78%\n4.2%\n\n\nNorfolk Southern Corp.\n13.8%\n39.66%\n33.52%\n50.07%\n45.21%\n2.3%\n\n\nGenuine Parts Co.\n10.3%\n34.00%\n33.39%\n8.90%\n8.75%\n2.2%\n\n\nCboe Global Markets Inc.\n3.0%\n40.00%\n31.85%\n29.41%\n23.34%\n2.6%\n\n\n\n\nSource: FactSet\nAirlines lead the list, which is no surprise, as the group was moving toward normal operations following the incredible disruption from the coronavirus pandemic in 2020. There are also several energy companies on the list that have benefitted from rising demand and supply disruptions during the pandemic recovery. But many other industries are represented.\nLeaving the group in the same order, here’s a summary of analysts’ opinions:\n\n\n\nCompany\nShare “buy” ratings\nShare neutral ratings\nShare “sell” ratings\nClosing price – Nov. 2\nCons. price target\nImplied 12-month upside potential\n\n\nUnited Airlines Holdings Inc. UAL\n41%\n41%\n18%\n$47.98\n$59.72\n24%\n\n\nDelta Air Lines Inc. DAL\n57%\n43%\n0%\n$40.39\n$54.22\n34%\n\n\nAmerican Airlines Group Inc. AAL\n23%\n41%\n36%\n$19.83\n$19.08\n-4%\n\n\nDiamondback Energy Inc. FANG\n88%\n12%\n0%\n$114.45\n$129.85\n13%\n\n\nNucor Corp. NUE\n25%\n75%\n0%\n$107.22\n$117.00\n9%\n\n\nPhillips 66 PSX\n74%\n26%\n0%\n$77.55\n$92.94\n20%\n\n\nLyondellBasell Industries N.V. LYB\n50%\n46%\n4%\n$94.37\n$115.46\n22%\n\n\nHilton Worldwide Holdings Inc. HLT\n48%\n47%\n5%\n$141.34\n$149.56\n6%\n\n\nValero Energy Corp. VLO\n81%\n14%\n5%\n$75.86\n$89.88\n18%\n\n\nChevron Corp. CVX\n59%\n41%\n0%\n$113.83\n$126.86\n11%\n\n\nHess Corp. HES\n63%\n37%\n0%\n$82.30\n$104.04\n26%\n\n\nCelanese Corp. CE\n62%\n38%\n0%\n$166.13\n$193.82\n17%\n\n\nTesla Inc. TSLA\n44%\n27%\n29%\n$1,172.00\n$810.49\n-31%\n\n\nAdvanced Micro Devices Inc. AMD\n55%\n43%\n2%\n$127.63\n$134.50\n5%\n\n\nDow Inc. DOW\n35%\n54%\n11%\n$58.47\n$67.77\n16%\n\n\nC.H. Robinson Worldwide Inc. CHRW\n29%\n63%\n8%\n$94.57\n$103.44\n9%\n\n\nRobert Half International Inc. RHI\n43%\n21%\n36%\n$114.74\n$106.90\n-7%\n\n\nMosaic Co. MOS\n45%\n55%\n0%\n$37.64\n$45.33\n20%\n\n\nKLA Corp. KLAC\n57%\n43%\n0%\n$388.75\n$415.33\n7%\n\n\nNextEra Energy Inc. NEE\n68%\n27%\n5%\n$85.42\n$90.11\n5%\n\n\nJ.B. Hunt Transport Services Inc. JBHT\n42%\n50%\n8%\n$193.19\n$194.85\n1%\n\n\nIntercontinental Exchange Inc. ICE\n74%\n26%\n0%\n$138.81\n$152.14\n10%\n\n\nPool Corp. POOL\n50%\n50%\n0%\n$515.41\n$562.43\n9%\n\n\nRealty Income Corp. O\n60%\n40%\n0%\n$71.99\n$79.25\n10%\n\n\nCBRE Group Inc. Class A CBRE\n44%\n45%\n11%\n$102.12\n$123.33\n21%\n\n\nTeradyne Inc. TER\n79%\n21%\n0%\n$139.35\n$153.24\n10%\n\n\nExtra Space Storage Inc. EXR\n65%\n29%\n6%\n$202.04\n$204.86\n1%\n\n\nEquifax Inc. EFX\n67%\n28%\n5%\n$274.51\n$287.76\n5%\n\n\nNorfolk Southern Corp. NSC\n57%\n29%\n14%\n$286.02\n$300.08\n5%\n\n\nGenuine Parts Co. GPC\n14%\n79%\n7%\n$133.92\n$137.38\n3%\n\n\nCboe Global Markets Inc. CBOE\n47%\n33%\n20%\n$135.07\n$133.00\n-2%\n\n\n\nSource: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/842366742"}
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