Masimo posted fourth-quarter sales of $142 million (up 8%) and adjusted earnings of $0.31 (up 18%), which amounted to a top-line miss versus the $145 million consensus. Fewer hospital admissions and not fulfilling a Rainbow order and two SET orders were cited as reasons for the shortfall. Adjusted EPS of $0.31 were spot on consensus, driven by gross margin expansion and a slowdown in spending. … Continue reading Masimo Corporation Posts Q4 Results
After the markets closed on Thursday, February 13, VCA Antech (NASDAQ:WOOF) reported fourth-quarter results that were generally in line with expectations. Sales of $435.5 million grew 4.1% from the prior-year period and were a bit shy of the $444.5 million consensus forecast; adjusted earnings per share registered at $0.31—up 10.7% year-over-year and spot on the Street’s $0.31 target. The animal hospital division reported 0.9% same-store … Continue reading VCA Antech Reports In-Line Results
For fourth quarter 2013, BroadSoft should meet or beat consensus estimates. We expect a large chunk of deferred revenue to come off the balance sheet and billings to show significant improvement sequentially in virtually all areas license, subscription, and maintenance on easy comparisons with the exception of professional services, which rebounded sharply in the third quarter. With respect to the outlook, the swing factor in … Continue reading Broadsoft Expected to Report Strong Quarter; Sprint Bringing Credibility in Mobile
Trip Advisor (TLM) reported Q413 CFPS of $0.56, ~3% lower than our estimate of $0.58 but in line with consensus of $0.56 based on a company survey of analysts. Quarterly production of 387 mboe/d was slightly lower than our estimate of 393 mboe/d and consensus of 389 mboe/d. Operating EPS of ($0.11) was lower than our estimate of ($0.03) and consensus of $0.01, and included … Continue reading Talisman Energy Moving in Right Direction After Q4 Results
PacBio reported results that were in line with our expectations but slightly ahead of consensus. Revenue was $9.1 million, relative to our estimate of $9.8 million and consensus of $8.8 million, and loss per share was $0.26, relative to our estimate and consensus of loss per share of $0.28. The company booked orders for 9 PacBio RS systems in the quarter (versus our estimate of … Continue reading Pacific Biosciences Posts Encouraging Quarterly Results
Automatic Data Processing (ADP) reported solid fiscal second-quarter results Wednesday morning. Revenue growth was 9%, and EPS of $0.78 were about $0.01 above our estimate, although the $0.01 of upside is mainly attributable to a lower-than-expected tax rate. The fastest-growing part of the company remained the PEO segment (up 14%, 18% of total revenue), but revenue growth also was slightly better than expected in the … Continue reading Automatic Data Processing Posts Strong Growth in Quarter
