Monday, October 19, 2015

The Twelfth 100 Largest (#1101 - #1200) US Companies 2012-14 Three-Year Total Audited Earnings Were $21.512 Bil, Up a Massive 41 Times Over the 2008-10 Three-Year Total Audited Earnings of $0.514 Bil ..... It's Mainly on the Obama/Biden Administration and the US Fed

2014 Total Audited Earnings:
  • Up 12% Over 2013
  • Up 41% Over 2011
  • Up 129% Over 2010
  • Up 278% Over 2009
  • Up 94% Over 2007
From a review of the superb Google Finance Website and audited financial statements at the excellent SEC Website, presented below are the 100 twelfth largest (#1101 through #1200) 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 $2.13 bil to $2.86 bil.
 
I excluded all US Utility Companies.
 
How have these 100 twelfth largest US Companies recovered from the 2008-09 worldwide financial meltdown?  Well, miraculously off-the-charts.  Their Total Audited Earnings From Continuing Operations for the Three Years 2012-14 are up a monstrous 41 Times from that for the Three Years 2008-10.
 
Not only have the 2014 Total Audited Earnings of these twelfth 100 largest US Companies recovered all that they lost with the 2008 financial meltdown, but they added another 94% from the previous annual high in 2007 before the financial meltdown hit.
 
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 twelfth 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: #1101-#1200 HQs HQs FYE (Loss) (Loss) (Loss) (Loss) (Loss) (Loss) (Loss) (Loss)



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












Liberty Tripadvisor Holdings Inc Englewood CO Dec14           (22)             (7)           983             12             12             (1)

Fortress Group LLC New York NY Dec14           233           484           219      (1,117)         (782)         (909)      (1,221)      (1,057)
Allscipts Healthcare Solutions Chicago IL Dec14           (66)         (104)             (1)             74             63             26             25               4
EverBank Financial Jacksonville FL Dec14           148           137             74             53           189             54             23             29
ONE Gas Inc Tulsa OK Dec14           110             99             97             87           106             81             67  NA 
Portola Pharmaceuticals South San Francisco CA Dec14         (137)           (83)             11             20           (20)


Convergys Corp Cincinnati OH Dec14           117             59             28           283         (110)             85           147           182
Heartland Payment Systems Princeton NJ Dec14             32             74             64             43             34           (52)             42             36
Louisiana-Pacific Corp Nashville TN Dec14           (73)           177             30         (176)           (37)         (122)         (577)         (176)
Paycom Software Oklahoma City OK Dec14               6               1             (0)               1             (0)             (0)             (4)  NA 
PRA Health Sciences Raleigh NC Dec14           (36)           (88)             (3)             17             (0)           (15)  NA   NA 
Rowan Companies PLC Houston TX Dec14         (119)           253           203           136           268           328           406           391
Churchill Downs Louisville KY Dec14             46             55             58             61             20             18             29             17
MWI Veterinary Supply Boise ID Sep14             72             63             53             43             33             25             20             17
RLI Corp Peoria IL Dec14           135           126           103           127           128             94             79           176
CEB Inc Arlington VA Dec14             51             32             37             57             52             50             67             82
Spansion Inc Sunnyvale CA Dec14           (70)           (78)             24           (56)         (103)         (123)      (2,435)         (270)
First Industrial Realty Trust Chicago IL Dec14             23               4           (25)           (36)         (151)           (20)         (149)           (85)
NuVasive Inc San Diego CA Dec14           (17)               7               2           (71)             77               4           (28)           (11)
IBERIABANK Corp Lafayette LA Dec14           105             65             76             54             49           158             40             41
Logitech Intl SA Newark CA Mar15               9             74         (228)           104           105             62           107           287
Cooper Tire & Rubber Findlay OH Dec14           237           134           252           270           140           115         (228)           100
Steelcase Inc Grand Rapids MI Feb15             86             88             39             57             20           (14)           (12)           133
Texas Capital Bancshares Dallas TX Dec14           136           121           121             76             37             24             24             29
Infinera Corp Sunnyvale CA Dec14             14           (32)           (85)           (82)           (28)           (87)             79           (55)
Proofpoint Sunnyvale CA Dec14           (64)           (28)           (20)           (20)           (21)           (20)           (26)           (12)
Cantel Medical Corp Little Falls NJ Jul15             48             43             39             31             20             20             16               9
Big Lots Columbus OH Jan15           137           141           191           220           220           201           155           151
Taylor Morrison Home Corp Scottsdale AZ Dec14           226             28           356               8               8             (1)         (397)         (632)
WPX Energy Tulsa OK Dec14           129      (1,104)         (174)           106         (935)           147           815           191
KKR Financial Holdings San Francisco CA Dec14         (113)           293           348           318           371             77      (1,078)           217
The Medicines Co Parsippany NJ Dec14           (32)             15             51           128           105           (76)             (9)           (18)
GEO Group Boca Raton FL Dec14           144           117           145             70             54             66             62             38
PDC Energy Denver CO Dec14           107           (21)           (19)             23             24           (80)           106             26
FS Investment Corp Philadelphia PA Dec14           195           266           330             53             28             11             (1)               0
AVX Corp Fountain Inn SC Mar15           226           127           (64)           153           244           143             81           149
Cabot Corp Boston MA Sep14           216           161           202           205           143           (75)           106           142
DuPont Fabros Technology Washington DC Dec14           125             54             61             79             44               3             36         (188)
Sothebys New York NY Dec14           118           130           108           171           161             (7)             26           213
Brandywine Realty Trust Radnor PA Dec14               6             39           (37)           (25)           (43)               4             (2)               5
Urban Edge Properties Paramus NJ Dec14             65           109             70             87             84             62  NA   NA 
MicroStrategy Inc Tysons Corner VA Dec14               5             27             22             22             46             61             42             59
Advent Software San Francisco CA Dec14             50             29             30             28             24             21             17             10
Colony Capital Inc Los Angeles CA Dec14           160           126             68             43             18             (0)

Bloomin' Brands Inc Tampa FL Dec14             95           215             61           109             59           (65)         (866)           (24)
Asbury Automotive Group Duluth GA Dec14           112           101             83             47             35             26         (325)             42
Diebold North Canton OH Dec14           114         (182)             77           143           (25)             73           108             98
Brandywine Realty Trust Radnor PA Dec14               6             39           (37)           (25)           (43)               4             (2)               5
Valley National Bancorp Wayne NJ Dec14           116           132           144           133           130           116             94           153
WP Glimcher Inc Columbus OH Dec14           205           187           156           160           154           146           169  NA 
Covanta Holding Corp Morristown NJ Dec14             (1)             42           138             98             44             65             92             85
Primerica Inc Duluth GA Dec14           180           159           173           158           231           495           168           594
SemGroup Group Tulsa OK Dec14             52             66             29             12         (134)           (35)      (1,810)         (362)
Northern Tier Energy LP Tempe AZ Dec14           242           231           198             28             86             55             59           195
F.N.B. Corp Pittsburgh PA Dec14           144           118           110             87             75             41             36             70
DSW Inc Columbus OH Jan15           153           151           145           200             52           (66)           109           262
National Health Investors Murfreesboro TN Dec14           103             79             73             70             59             57             50             74
PS Business Parks Glendale CA Dec14           205           116             94           100             96             91             84             81
Terex orp Westport CT Dec14           259           204             75             20         (198)         (406)           (75)           528
BancorpSouth Inc Tupelo MS Dec14           117             94             84             38             23             83           120           138
Zynga Inc San Francisco CA Dec14         (226)           (37)         (209)         (404)             91           (53)           (22)             (1)
Medidata Solutions New York NY Dec14               6             17             18             39             23               5           (18)           (24)
Electronics For Imaging Fremont CA Dec14             34           109             83             27               7             (2)         (113)             27
Blackhawk Network Holdings Pleasanton CA Dec14             45             54             48             36             19             27             16  NA 
Valmont Industries Valley NE Dec14           189           280           239           237           100           154           136             97
J & J snack Foods Corp Pennsauken NJ Sep14             72             64             54             55             48             41             28             32
Monolithic Power Systems San Jose CA Dec14             35             23             16             13             30             20             24             12
Steven Madden Ltd Long Island City NY Dec14           113           133           120             97             76             50             28             36
WisdomTree Investments New York NY Dec14             61             52             11               3             (8)           (21)           (27)           (25)
Monro Muffler Brake Rochester NY Mar15             62             54             43             55             46             33             24             22
PMC-Sierra Sunnyvale CA Dec14               0           (32)         (320)             71             77             47           128           (57)
CyrusOne Inc Carrollton TX Dec14           (15)           (36)           (20)               2               4               6               4               2
La Quinta Holdings Irving TX Dec14         (333)               5             17             59             78             30             20  NA 
Chemed Corp Cincinnati OH Dec14             99             77             89             86             82             74             68             60
Matador Resources Dallas TX Dec14           111             45           (33)           (10)               6           (14)           104             (0)
UniFirst Corp Wilmington MA Dec14           120           117             95             76             76             76             61             45
Acadia Realty Trust Rye NY Dec14           151             27               9               5             49               2             27               2
Swift Transportation Phoenix AZ Dec14           161           155           140           103         (116)         (436)         (147)         (127)
TRI Pointe Group Irving CA Dec14             84         (151)             61             35             52  NA   NA   NA 
Washington Federal Seattle WA Sep14           157           152           138           111           119             48             62           135
Performance Food Group Richmond VA Jun15             57             16               8             21             14               1

Pinnacle Entertainment Las Vegas NV Dec14             38         (133)           (13)             29           (41)           (63)         (206)               7
Owens & Minor Mechansville VA Dec14             67           111           109           115           111           117           101             71
Globus Medical Audubon PA Dec14             92             69             74             61             54             52             21             (7)
AEL American Equity Investment Life Holding West Demoines IA Dec14           126           253             58             86             43             69             16             26
Integra Lifesciences Holdings Plainsboro NJ Dec14             34           (21)             41             28             66             51             28             26
Esterline Technologies Bellevue WA Dec14           167           173           114           136           125           106           112             86
Patterson-UTI Energy Snyder TX Dec14           163           188           299           323           118           (34)           354           434
Zulily Seattle WA Dec14             15             13           (10)           (11)             (7)            
Nu Skin Enterprises Provo UT Dec14           189           365           222           153           136             90             65             44
Kite Realty Trust Indianapolis IN Dec14           (16)             (1)           (11)               4             (9)               5             10             14
Summit Materials Denver CO Dec14             (6)         (103)           (47)             (5)           (23)             (5)

Belden St Louis MO Dec14             74           105             43           101             61             (7)         (317)           136
Suburban Propane Partners LP Wippany NJ Sep14             95             79               1           115           115           165           111           123
Fresh Del Monte Produce Coral Gable FL Dec14           145           (34)           145             95             61           145           157           180
Fulton Financial Corp Lancaster PA Dec14           158           162           160           146           128             74             (6)           153
Group 1 Automotive Houston TX Dec14             93           114           100             82             50             35           (46)             65
Cousins Properties Atlanta GA Dec14             32           112             28         (132)           (33)             14             24             15
Balchem New Hampton NY Dec14             53             45             40             39             33             27             19             16
B&G Foods Parsippany NJ Dec14             41             52             59             50             32             17             10             18












Total all 100


       7,413        6,638        7,461        5,247        3,234        1,963      (4,683)        3,812












2014 Earnings % Increase Over:










….. 2013


12%






….. 2011


41%






….. 2010


129%






….. 2009


278%






….. 2007


94%

















Three Year Total Earnings:










….. 2012-14


     21,512






….. 2008-10


          514






………. Three Year Earnings Improvement









…………… Amount


     20,998






………………..%


4085%






















Posted by at