Mad Money Spotlight: Cramer Loves Joy Global

On Wednesday, Joy Global reported second-quarter earnings that easily beat Wall Street targets with year-over-year growth of 67% to $120.5 million. Revenue rose a much more modest 10% to $923 million, indicating that margins were the big driver behind the company's surprising results.

As for predictions, it was more of the same: Joy Global indicated in its press release -- and Sutherlin essentially reiterated the outlook later on -- that it has seen "some slowing" in aftermarket orders. Combined with work cancellations and delays, the company expects revenue to come in at the lower end of its predicted range for 2009. But because of further cost-cutting, the company told investors to expect earnings in the upper half of its guidance range.