Monday, October 19, 2015

The Fourteenth 100 Largest (#1301 - #1400) US Companies 2013-14 Two-Year Total Audited Earnings Were Up 19 Times Over 2008-09 Two-Year Total Audited Earnings ..... It's Mainly on the Obama/Biden Administration and the US Fed

From a review of the superb Google Finance Website and audited financial statements at the excellent SEC Website, presented below are the 100 fourteenth largest (#1301 through #1400) US Companies in current stock market capitalization which also had earnings numbers reported for all years from 2010 through 2014.  These 100 Companies had their stock market caps range from $1.59 bil to $1.90 bil.

I excluded all US Utility Companies.

 
How have these 100 fourteenth largest US Companies recovered from the 2008-9 worldwide financial meltdown?  Well, miraculously off-the-charts.  Their Total Audited Earnings From Continuing Operations for the Two Years 2013-14 are up 19 Times that for the Two Years 2008-09.

It is pretty clear to me that the major drivers of this wholescale, massive earnings recovery were prescient steps taken by the Obama/Biden Administration and by the US Fed.


Below here are the reported Audited Earnings (Losses) From Continuing Operations for each of  these fourteenth 100 largest  US Companies for all years reported from 2007 through 2014, presented in order of stock market cap:






2014 2013 2012 2011 2010 2009 2008 2007




Audited Audited Audited Audited Audited Audited Audited Audited



Most Net Net Net Net Net Net Net Net
City State Recent Income Income Income Income Income Income Income Income
US Largest Companies: #1301-1400 HQs HQs FYE (Loss) (Loss) (Loss) (Loss) (Loss) (Loss) (Loss) (Loss)



 $ mils  $ mils  $ mils  $ mils  $ mils  $ mils  $ mils  $ mils












Fairchild Semiconductor Intl San Jose CA Dec14           (35)               5             25           146           153           (60)         (167)             64
HB Fuller St Paul MN Nov14             50             96             68             80             64             84             19           101
Ligand Pharmaceuticals La Jolla CA Dec14             11               9             (3)             10           (13)             (8)           (97)           (35)
Ormat Technologies Reno NV Dec14             55             37         (216)           (45)             31             65             46             27
Eastgroup Properties Jackson MS Dec14             48             32             26             23             19             27             33             29
Grand Canyon Education Phoenix AZ Dec14           111             89             69             51             35             27               7               2
Knowles Corp Itasca IL Dec14           (87)           106             79             99           109             37             33  NA 
New York REIT Inc New York NY Dec14           (94)           (19)             (6)             (3)             (2)               0

Washington Real Estate Investment Trust Washington DC Dec14               5             (0)               8           (14)           (11)             10             (9)               8
FTI Consulting Washington DC Dec14             59           (11)           (37)           104             66           140           119             85
Alexander & Baldwin Inc Honolulu HI Dec14             30             13               6             (2)             (8)             (2)           (26)             12
Cyberonics Inc Houston TX Apr15             58             55             46             36             47             78             27           (10)
Dreamworks Animation SKG Inc Glendale CA Dec14         (308)             56           (36)             87           171           151           142           218
Greif Inc Delaware OH Oct14             45           148           124           180           209           114           247           156
QTS Realty Trust Overland Park KS Dec14             19               4           (10)             (1)             14  NA   NA   NA 
Select Income REIT Newton MA Dec14           106             93             66             69             61             58             52             51
Dorman Products Inc Colmar PA Dec14             90             82             66             56             48             26             18             19
Neogen Corp Lansing MI May15             34             28             27             22             23             18             14             12
COMSCORE Inc Reston VA Dec14           (10)             (2)           (12)           (16)             (2)               4             25             19
Matthews Intl Corp Pittsburgh PA Sep14             43             54             55             73             72             60             82             65
Nimble Storage Inc San Jose CA Jan15           (99)           (43)           (28)           (17)             (7)


Diplomat Pharmacy Flint MI Dec14               5           (26)             (3)               9             (8)               3

Simpson Manufacturing Co Inc Pleasanton CA Dec14             64             51             42             51             45             14             55             70
Aviv REIT Inc Chicago IL Dec14             45             23               4             12             37             34             17             16
CVB Financial Ontario CA Dec14           104             96             77             82             63             65             63             61
Mueller Industries Memphis TN Dec14           103           173             84             87             88               5             83           116
United States Steel Corp Pittsburgh PA Dec14           102      (1,645)         (125)           (53)         (482)      (1,406)        2,154           890
Carpenter Technology Corp Wyomissing PA Jun15             59           133           147           122             72               2             48           201
DeVry Education Group Inc Downers Grove IL Jun15           134           151           124           169           335           280           166           126
Marcus & Milichap Inc Calabasas CA Dec14             50               8             28             13               8  NA   NA   NA 
Hillenbrand Inc Batesville IN Dec14           111             65           105           106             92           102             93           100
InterDigital Inc Wilmington DE Dec14           101             36           272             89           154             87             26             20
Korn/Ferry Intl Los Angeles CA Apr15             88             73             33             54             59               5           (10)             66
NOW Inc Houston TX Dec14           116           147           108             85             50             29  NA   NA 
Trulia Inc San Francisco CA Dec14           (76)           (18)           (11)             (6)             (4)             (7)             (8)             (8)
Ambarella Santa Clara CA Jan15             51             26             18             10             14             13             (3)             (6)
Aircastle Limited Stamford CT Dec14           101             30             33           124             66           102           115           114
International Bancshares Corp Laredo TX Dec14           153           126           108           127           130           143           132           121
Wageworks San Mateo CA Dec14             18             22             10             33           (17)             (1)             (4)             (3)
Lannett Co Inc Philadelphia PA Jun15           150             57             13               4             (0)               8               7             (2)
Retail Opportunity Investments Corp San Diego CA Dec14             21             35               8             10             (0)             (9)               3               2
M/A-COM Technology Solutions Lowell MA Sep14           (11)             18             (4)             (2)               7               4             (6)             (4)
E.W. Scripps Cincinnati OH Dec14             10             (1)             40           (16)             29         (199)         (559)             61
Darling Ingredients Inc Irving TX Dec14             68           109           131           169             44             42             55             46
Dean Foods Co Dallas TX Dec14           (20)           325             24      (1,728)           (20)           145           169           127
Gannett Co Inc McLean VA Dec14           211           274           277           334           431  NA   NA   NA 
ICU Medical San Clemente CA Dec14             26             40             41             45             30             25             24             23
California Resources Corp Los Angeles CA Dec14      (1,434)           869           699           971           719           401  NA   NA 
Capitol Federal Financial Topeka KS Sep14             78             69             75             38             68             66             51             32
Chesapeake Lodging Trust Annapolis MD Dec14             61             45             27               9             (1)


Core-Mark Holding Co Inc South San Francisco CA Dec14             43             42             34             26             18             47             18             24
Gentherm Inc Northville MI Dec14             70             35             24             11               9               0               4               7
Tessera Technologies Inc San Jose CA Dec14           174           (41)             35             36             92             70               5             45
Insulet Corp Billerica MA Dec14           (52)           (45)           (52)           (46)           (61)           (72)           (95)           (54)
Buckle Inc Kearney NE Jan15           163           163           164           151           135           127           104             75
OmniVision Technologies Inc Santa Clara CA Apr15             93             95             43             66           124               6           (38)             65
Rexnord Corp Milwaukee WI Mar15             92             25             47             31           (54)             88         (429)             (0)
Argo Group Intl Holdings Ltd San Antonio TX Dec14           183           143             52           (82)             87           118             63           144
Delek US Holdings Inc Brentwood TN Dec14           226           136           276           163           (80)               2             25             96
Polycom San Jose CA Dec14             42           (19)           (37)           125             66             50             76             63
Beacon Roofing Supply Herndon VA Dec14             54             73             76             59             35             52             40             25
Yelp Inc San Francisco CA Dec14             36           (10)           (19)           (17)           (10)             (2)             (6)             (3)
Advanced Drainage Systems Hilliard OH Dec14             12             30             44               9             58             14  NA   NA 
Avon Products Inc New York NY Dec14         (385)             (1)             93           676           566           619           883           533
LogMein Inc Boston MA Dec14               8             (8)               4               6             21               9             (5)             (9)
Astoria Financial Corp Lake Success NY Dec14             96             67             53             67             74             28             75           125
SeaWorld Entertainment Inc Orlando FL Dec14             50             52             74             15           (45)           (58)

Diamond Resorts Intl Las Vegas NV Dec14             59             (3)             14             10           (19)           (21)           (89)  NA 
International Speedway Corp Daytona FL Nov14             67             45             55             69             55               7           135             86
Planet Fitness Inc Newington MA Dec14             37             26             25             29             17  NA   NA   NA 
Acxiom Corp Little Rock AR Mar15             (9)             11             56             37           (34)             43             36           (10)
National Penn Bancshares Allentown PA Dec14             99             53             99             88             21         (348)             32             65
DineEquity Inc Glendale CA Dec14             37             72           128             75             (3)             31         (155)             (1)
Education Realty Trust Memphis TN Dec14             14               5               0             (7)           (10)             (2)             (7)             (8)
Alliance Resource Partners LP Tulsa OK Dec14           497           394           336           389           321           192           135           170
Nexstar Broadcasting Group Irving TX Dec14             65             (2)           177           (12)             (2)           (13)           (78)           (20)
WebMD Health Corp New York NY Dec14             41             15           (23)             64             52             72           467             41
Oasis Petroleum Inc Houston TX Dec14           507           228           153             79           (30)           (15)           (34)           (14)
Hawaiian Holdings Inc Honolulu HI Dec14             68             52             52             (3)           110           117             29               7
HubSpot Cambridge MA Dec14           (48)           (34)           (19)           (24)           (13)             (9)

Monogram Residential Trust Plano TX Dec14               0           (18)           (41)             95           (33)             (8)               3             (0)
Chambers Street Properties Princeton NJ Dec14             19             80           (43)           (21)           (10)           (19)             (7)             (0)
Intersil Corp Milpitas CA Dec14             55               3           (38)             67             26             39      (1,063)           143
Paylocity Holding Corp Arlington Heights IL Jun15           (14)             (7)               1               2             (0)


Universal Display Corp Ewing NJ Dec14             42             74             10               3           (20)           (21)           (19)           (16)
Haemonetics Corp Braintree MA Mar15             17             35             39             67             80             58             59             52
Ironwood Pharmaceuticals Inc Cambridge MA Dec14         (190)         (273)           (73)           (65)           (56)           (60)           (47)           (50)
Trustmark Corp Jackson MS Dec14           124           117           117           107           101             93             92           109
Proto Labs Inc Maple Plain MN Dec14             42             35             24             18             11               4               7               6
Globalstar Inc Covington LA Dec14         (463)         (591)         (112)           (55)           (97)           (75)           (23)           (28)
ABM Industries New York NY Oct14             76             73             63             69             64             55             53             51
Chimerix Inc Durham NC Dec14           (59)           (36)             (4)           (26)           (25)           (13)  NA   NA 
Dave & Busters Entertainment Dallas TX Jan15               8               2               9             (7)             (7)             (0)               2             (9)
Exterran Holdings Inc Wilmington DE Dec14             53             92           (73)         (332)         (158)         (249)         (982)             (4)
Revlon Inc New York NY Dec14             40             25             61             55           326             49             13           (19)
MSA Safety Cranberry Township PA Dec14             86             85             88             70             39             43             70             68
USANA Health Sciences Inc Salt Lake City UT Dec14             77             79             66             51             46             34             30             46
EP Energy Corp Houston TX Dec14           727           (56)         (119)           385           451         (823)      (1,263)  NA 
Rambus Inc Sunnyvale CA Dec14             26           (34)         (134)           (43)           151           (92)         (199)           (34)
Vishay Intertechnology Malvern PA Dec14           118           124           124           240           360           (57)      (1,684)           118












Total all 100


       3,743        3,551        4,631        4,656        5,836           892         (531)        4,876












Two Year Earnings:










….. 2013-14   

       7,294






….. 2008-9


          361






………. % Increase


1921%







Next up ..... the fifteenth hundred largest US Companies ..... #1401 through #1500.  From a quick cursory review, these earnings trends are flat-out exceptional.  Fed Chairman Ben Bernanke and the Obama/Biden Administration are going to be very pleased.  Just sayin.