Sunday, November 1, 2015

The 100 Even Smaller US Companies (#1901 - #2000) With Market Caps $656 Mil to $754 Mil 2013-14 Two-Year Total Audited Earnings Were $5.958 Bil, an Earnings Improvement of a Massive $16.703 Bil From the Two-Year 2008-09 Total Audited Losses of $10.745 Bil ..... It's Mainly on the Obama 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 even smaller (#1901 through #2000) US Companies in current stock market capitalization which also had annual earnings numbers reported for all years from 2010 through 2014.  These 100 Companies had their stock market caps range from $656 mil to $754 mil.

I excluded all US Utility Companies.
 
How have these 100 smaller 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 2013-2014 were $6.958 bil, a massive $16.703 bil Earnings Improvement from the $10.745 bil Total Audited Losses in the Two Years 2008-9.


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

Below here are the reported Audited US GAAP Earnings (Losses) From Continuing Operations for each of  these 100 smaller  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: #1901-2000 HQs HQs FYE (Loss) (Loss) (Loss) (Loss) (Loss) (Loss) (Loss) (Loss)



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












Green Plains Inc  Omaha  NE Dec14           160             43             12             38             48             20             (8)             (4)
Array Biopharma Inc  Boulder  CO Jun15               9           (85)           (62)           (24)           (56)           (78)         (128)           (96)
Tile Shop Holdings Inc  Plymouth  MN Dec14             11           (36)           (47)             31             30             23             23             18
Uti Worldwide Inc  Long Beach  CA Jan15         (203)           (78)           (94)             79             75             46           (10)           101
Gigamon Inc  Santa Clata  CA Dec14           (41)           (10)               8             17               7             13               8               5
ADTRAN Inc  Huntsville  AL Dec14             45             46             47           139           114             74             79             76
HeartWare Intl Inc  Framingham  MA Dec14           (19)           (59)           (88)           (55)           (29)           (21)           (24)           (22)
CSH America Intl Inc  Fort Worth  TX Dec14           (10)             59             35           135           115             98             81             79
Entravision Communication  Santa Monica  CA Dec14             27           134             14             (8)           (18)           (50)         (525)             40
Libbey Inc  Toledo  OH Dec14               5             28               7             24             70           (29)           (80)             (2)
Journal Communications Inc  Milwaukee  WI Dec14             39             26             33             22             30               5         (227)             39
Inteliquent Inc  Chicago  IL Dec14             39             64           (34)             40             34             41             24               6
Solar Capital Ltd  New York  NY Dec14             49             75           116             61           142             87         (406)             49
Astec Industries Inc  Chattanooga  TN Dec14             34             39             34             40             35               3             63             57
Helix Energy Solutions Group Inc  Houston  TX Dec14           196           112           (67)             38           (17)           166         (580)           344
Textura Corp  Deerfield  IL Dec14           (25)           (40)           (19)           (19)           (16)


CIRCOR Intl Inc  Burlington  MA Dec14             50             47             31             37             13               6           (59)             38
Cardinal Financial Corp  McLean  VA Dec14             33             26             45             28             18             10               0               4
William Lyon Homes  Newport Beach  CA Dec14             55           136             (9)         (193)         (135)           (21)         (122)         (338)
ArcBest Corp  Fort Smith  AR Dec14             46             16             (8)               6           (33)         (128)             29             57
CVR Partners LP  Sugar Land  TX Dec14             76           119           112           132             33             58           119             24
Urstadt Biddle Properties Inc  Greenwich  CT Dec14             53             29             27             30             26             28             29             33
Iconix Brand Group Inc  New York  NY Dec14           167           143           124           141           110             76             63             60
Sirva Inc  Oakbrook Terrace  IL Dec14             61               5             (1)           (53)           (53)           (76)  NA          (412)
McGrath RentCorp  Livermore  CA Dec14             46             43             45             50             36             33             41             42
Integrated Silicon Solution Inc  Milpitas  CA Sep14             23             18             (3)             56             42             (5)           (18)             15
Clayton Williams Energy Inc  Midland  TX Dec14             44           (25)             35             94             37         (116)           141             10
Cavco Industries Inc  Phoenix  AZ Mar15             24             19             10             30               4             (4)               0               6
Affymetrix Inc  Santa Clara  CA Dec14             (4)           (16)           (11)           (28)           (10)           (24)         (308)             13
Kraton Performance Polymers Inc  Houston  TX Dec14               1             (1)           (16)             91             97             (0)             28           (44)
TCP Capital Corp  Santa Monica  CA Dec14             35             50             26               5             69             52         (189)
Unisys Corp  Blue Bell  PA Dec14             57           104           141           128           241           193         (118)           (53)
VASCO Data Security Intl Inc  Oakbrook Terrace  IL Dec14             33             11             16             24             11             12             24             21
Unit Corp  Tulsa  OK Dec14           136           185             23           196           146           (56)           144           266
CalAmp Corp  Oxnard  CA Feb15             17             12             45               5             (3)           (11)           (50)           (82)
City Holding Company  Charleston  WV Dec14             53             48             39             41             39             43             28             51
Oritani Financial Corp  Washington Township  NJ Jun15             47             41             40             32             29               8               6               9
Ashford Hospitality Trust Inc  Dallas  TX Dec14           (42)           (48)           (59)               7           (27)         (188)             98               1
Team Inc  Sugar Land  TX May15             40             30             32             33             27             12             23             24
PROS Holdings Inc  Houston  TX Dec14           (38)               3               5               6             (2)               6             11             11
Gorman-Rupp Co  Mansfield  OH Dec14             36             30             28             29             26             18             27             23
Northfield Bancorp Inc  Woodbridge  NJ Dec14             20             19             16             17             14             12             16
Eastman Kodak Co  Rochester  NY Dec14         (122)           109         (494)         (739)         (560)         (232)         (727)         (206)
Thermon Group Holdings Inc  San Marcos  TX Mar15             49             26             27             12           (15)             19             26           (21)
Patrick Industries Inc  Elkhart  IN Dec14             31             24             28               8               1             (5)           (67)             (6)
Customers Bancorp Inc  Wyomissing  PA Dec14             43             33             24               4             24           (13)             (1)               0
First NBC Bank Holding Company  New Orleans  LA Dec14             56             41             29             20             10               4               2               1
Southside Bancshares Inc  Tyler  TX Dec14             21             41             35             39             39             44             31             17
TIER REIT Inc  Dallas  TX Dec14           (64)           (54)         (161)         (110)           (92)         (337)         (149)           (35)
Empire State Realty OP LP  New York  NY Dec14             70           156             49             57             45             42             53             69
Merge Healthcare Inc  Chicago  IL Dec14             (0)           (39)           (29)             (6)           (12)               0           (24)         (172)
Yadkin Financial Corp  Raleigh  NC Dec14             22               6               1             (6)             (6)           (75)               4             15
BlackRock Capital Investment Corp  New York  NY Dec14           137             93             57             77             72             67         (151)             16
Universal Electronics Inc  Santa Ana  CA Dec14             33             23             17             20             15             15             16             20
Regis Corp  Minneapolis  MN Jun15           (33)         (140)               5           (52)           (22)             26             (7)             84
TTM Technologies Inc  Costa Mesa  CA Dec14             15             24         (181)             47             80               5           (37)             35
HomeFed Corp  Carlsbad  CA Dec14               4             13               7               6               4               3           (10)               9
Independent Bank Group Inc  McKinney  TX Dec14             29             20             17             14             13               8

NutriSystem Inc  Fort Washington  PA Dec14             19               7             (3)             12             34             33             47           105
Genomic Health Inc  Redwood City  CA Dec14           (25)           (13)               8               8               4             (9)           (16)           (27)
Mercer Intl Inc  Seattle  WA Dec14           113           (26)           (16)             70           115           (87)  NA 
Tidewater Inc  New Orleans  LA Mar15           (65)           140           151             87           106           259           407           349
Interactive Intelligence Group Inc  Indianapolis  IN Dec14           (41)             10               1             15             15               9               4             17
Altra Industrial Motion Corp  Braintree  MA Dec14             40             40             24             38             25             (2)               7             13
Universal Health Realty Income Trust  King of Prussia  PA Dec14             52             13             19             74             16             19             12             20
First Potomac Realty Trust  Bethesda  MD Dec14             16           (11)           (24)           (15)           (21)               5               3             (5)
Aegion Corp  Chesterfield  MO Dec14           (33)             51             54             27             61             30             24             13
Atrion Corp  Allen  TX Dec14             28             27             24             26             21             17             16             14
Quotient Technology Inc  Mountain View  CA Dec14           (23)           (11)           (59)           (23)           (12)             (9)

Central Pacific Financial Corp  Honolulu  HI Dec14             40           172             47             37         (251)         (314)         (138)               6
Iridium Communications Inc  McLean  VA Dec14             75             63             65             41             20           (44)               2
Chiquita Brands Intl Inc  Charlotte  NC Dec14           (63)           (16)         (403)             57             61             91         (330)           (46)
Monster Worldwide Inc  Weston  MA Dec14         (284)               4             58             66           (15)             19           114           150
Ambac Financial Group Inc  New York  NY Dec14           484        1,107         (259)      (1,960)         (753)           (15)      (5,609)      (3,248)
PGT Inc  North Venice  FL Dec14             16             27               9           (17)           (14)             (9)         (163)               1
Roadrunner Transportation Systems  Cudahy  WI Dec14             52             49             38             26               4             (0)             (3)               1
LDR Holding Corp  Austin  TX Dec14           (11)           (28)           (10)             (2)               2


Gibraltar Industries Inc  Buffalo  NY Dec14           (82)             (6)             13               9           (75)           (40)             25             19
Sandy Spring Bancorp Inc  Olney  MD Dec14             38             44             37             34             24           (15)             16             32
Great Southern Bancorp  Springfield  MO Dec14             44             34             44             30             23             65             (4)             29
TG Therapeutics Inc  New York  NY Dec14           (56)           (20)           (26)             (1)               1             (3)             (4)           (12)
Diamond Hill Investment Group  Columbus  OH Dec14             31             22             17             14             12             11               3             10
Washington Trust Bancorp  Westerly  RI Dec14             41             36             35             30             24             16             22             24
GTT Communications Inc  McLean  VA Dec14           (23)           (21)             (2)               0               1               0           (42)             (4)
Resources Connection Inc  Irvine  CA May15             28             20             21             41             25           (12)             18             49
Quanex Building Products Corp  Houston  TX Oct14               8           (12)             (7)             (0)               8         (136)             16             57
Raven Industries Inc  Sioux Falls  SD Jan15             32             43             53             50             41             29             31             28
Chart Industries Inc  Garfield Heights  OH Dec14             83             87             72             44             21             61             79             44
Materion Corp  Mayfield Heights  OH Dec14             42             20             25             40             46           (12)             18             53
Zoe's Kitchen Inc  Plano  TX Dec14           (10)             (4)             (0)             (0)             (2)             (3)

CorVel Corp  Irvine  CA Mar15             29             34             27             27             25             26             19             23
Echo Global Logistics Inc  Chicago  IL Dec14             17             14             12             12               8               5               3               1
CenterState Banks Inc  Winter Haven  FL Dec14             13             12             10               8             (6)             (6)               3               8
Veritiv Corp  Atlanta  GA Dec14           (20)               0             14             36             48


Intelsat SA  McLean  VA Dec14           237         (252)         (149)         (435)         (515)         (775)      (1,196)         (191)
ePlus  Herndon  VA Dec14             46             35             35             23             24             13             13             16
Xura Inc  Wakefield  MA Jan15           (22)             19           (20)           (21)           (93)         (222)         (254)  NA 
CTS Corp  Elkhart  IN Dec14             27               2             13             11             18           (34)             28             24
Capital Senior Living Corp  Dallas  TX Dec14           (24)           (17)             (3)               3               4               3               4               4
Pep Boys-Manny Moe and Jack  Philadelphia  PA Jan15           (27)               7             13             29             37             24           (28)           (37)












Total all 100


       2,518        3,440             17         (556)             32      (1,105)      (9,640)      (2,165)












Two Year Earnings (Losses) Totals:










….. 2013-14


       5,958






….. 2008-9


   (10,745)






………. Two Year Earnings Improvement

     16,703