10 Earnings Stocks for First Week of 2012

NEW YORK ( TheStreet) - Global Payments ( GPN), Monsanto ( MON), and Mosaic ( MOS) are 10 stocks among those reporting quarterly earnings next week.

These stocks from industry sectors such as commercial services, computer services and agricultural chemicals have upside potential ranging from 4% to 70% with average analyst buy rating of 67% and hold rating of 28%.

We present the stocks in order of their earnings release date.

10. Team ( TISI) is a provider of specialty maintenance and construction services required in high temperature and high pressure piping systems and vessels used in heavy industries. TISI will announce its second-quarter fiscal 2012 results on Jan. 3.

Net income for the quarter is estimated at $9.88 million, or 50 cents per share, compared to $8.44 million, or 41 cents per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $153.20 million, an increase of 15% from $133.13 million recorded in the earlier-year period.

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Operating profit for the quarter is seen increasing 28% to $17.25 million from $13.50 million in the prior fiscal year period. Meanwhile, return on equity is likely to expand to 15.51% from 9.41%, while return on assets is seen at 9.85%, compared to 5.86% earlier. Gross margin is pegged at 32.72%.

Of the seven analysts covering the stock, 71% recommend a buy and 14% suggest a hold. Analysts polled by Bloomberg expect the stock to gain an average 3.9% to $30.50 from current levels over the next 12 months.

9. Landec ( LNDC), makes polymer products for food and agricultural products, medical devices and partner applications. LNDC will announce second-quarter fiscal 2012 results on Jan. 3.

Net income for the quarter is estimated at $2.97 million, or 12 cents per share, compared to $2.06 million, or 8 cents per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $73.70 million from $70.17 million recorded in the second quarter of fiscal 2010.

Operating profit for the period is seen at $4.41 million, growing from $3.53 million in the second quarter of 2011. EBITDA is seen at $2.65 million.

Of the five analysts covering the stock, all recommend a buy. Analysts polled by Bloomberg expect the stock to gain an average 68.8% to $9.30 from current levels over the next 12 months.

8. Mosaic ( MOS) is a producer and marketer of concentrated phosphate and potash crop nutrients for the global agriculture industry. Mosaic will announce its second-quarter fiscal 2012 results on Jan. 4.

Net income for the quarter is estimated at $585.13 million, or $1.32 per share, compared to $455.6 million, or $1.01 per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $3.25 billion, up 22% from $2.67 billion recorded in the 2011 third quarter.

Operating profit for the period is seen growing 26% to $828.88 million from $658.20 million in 2011 third quarter. Return on equity during the quarter is expected at 6.61%, while return on assets is seen at 4.77% The company saw a multifold increase in cash flow per share to $1.63 from $1.19 cents. Book value per share is expected to increase to $27.90 from $22.96. Currently, the company has a dividend yield of 0.6%.

Of the 21 analysts covering the stock, 57% recommend a buy and 43% rate a hold. Analysts polled by Bloomberg expect the stock to gain an average 34.8% to $67.80 from current levels over the next 12 months.

7. MSC Industrial Direct ( MSM) markets and distributes a range of metalworking and maintenance, and repair and operations products. MSM will announce its first-quarter fiscal 2012 results on Jan. 5.

Net income for the quarter is estimated at $59.23 million, or 93 cents per share, compared to $47.56 million, or 75 cents per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $545.70 million, an increase of 15% from $472.83 million recorded in the earlier-year period.

Operating profit for the quarter is seen increasing 24% to $95.63 million from $77.15 million in the year-ago quarter. Meanwhile, gross margin is seen expanding to 46.23% from 46.04% earlier. Currently, the company has a dividend yield of 2.6%.

Of the 13 analysts covering the stock, 54% recommend a buy and the rest suggest a hold. There are no sell ratings on the stock. Analysts polled by Bloomberg expect the stock to gain an average 6% to $76.60 from current levels over the next 12 months.

6. Global Payments ( GPN) is a provider of electronic payments transaction processing services for consumers, merchants, independent sales organizations, financial institutions, government agencies and multinational corporations. The company will announce its second-quarter fiscal 2012 results on Jan. 5.

Net income for the quarter is estimated at $64.51 million, or 80 cents per share, as compared to net income of $56.54 million, or 67 cents per share, in the corresponding quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $522.40 million, up 18% from $443.53 million recorded in the earlier year's third quarter. Currently, the company has a dividend yield of 0.2%.

Operating profit for the quarter is pegged at $104.44 million, an increase of 25.6% from $83.14 million in same quarter last fiscal year. Return on equity is seen expanding to 19.84% from 19.43%, while return on assets is seen at 9.10% from 8.13% earlier. Also, gross margin is seen increasing to 65.33% from 65.23% earlier.

Of the 31 analysts covering the stock, 61% recommend a buy and 39% suggest a hold. Analysts polled by Bloomberg expect the stock to gain an average 9.4% to $52.00 from current levels over the next 12 months.

5. Monsanto ( MON) is a provider of agricultural products, including seeds, biotechnology trait products and herbicides, to farmers. Monsanto will announce its first-quarter fiscal 2012 results on Jan.5.

Net income for the quarter is estimated at $93.83 million, or 19 cents per share, compared to $6.00 million, or 1 cent per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $2.04 billion, an increase of 12% from $1.83 billion recorded in the first quarter of fiscal 2011.

Gross margins are expected to increase to 48.20% from 44.70% in the same quarter prior year. Operating profit for the period is seen growing 155.3% to $166 million. EBITDA is seen rising 46% to $322 million from $220 million in the same quarter last year.

Of the 23 analysts covering the stock, 57% recommend a buy and 35% rate a hold. Analysts polled by Bloomberg expect the stock to gain an average 14.6% to $80.70 from current levels over the next 12 months.

4. Robbins & Myers ( RBN) is a supplier of equipment and systems for critical applications in the global energy, industrial, chemical and pharmaceutical markets. The company will announce its first-quarter fiscal 2012 results on Jan. 6.

Net income for the quarter is estimated at $31.46 million, or 68 cents per share, compared to $14.70 million, or 44 cents per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $242.13 million, an increase of 48% from $163.95 million recorded in the first quarter of fiscal 2011.

Operating profit for the period is seen growing 96% to $47.46 million. Return on equity during the quarter rose to 11% from 8.56% earlier. EBITDA is expected to rise 99% to $55.80 from $28.09 in the previous year's quarter. Currently, the company has a dividend yield of 0.4%.

Of the 11 analysts covering the stock, 73% recommend a buy and 18% rate a hold. Analysts polled by Bloomberg expect the stock to gain an average 12.9% to $54.40 from current levels over the next 12 months.

3. Greenbrier Companies ( GBX) is a maker of railroad freight car equipment and oceangoing marine barges and a provider of services for transportation industries. GBX will announce its first-quarter fiscal 2012 results on Jan. 6.

Net income for the quarter is estimated at $11.60 million, or 36 cents per share, compared to negative $2.30 million, or 11 cents per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $399.78 million, an increase of 98% from $201.44 million recorded in the first quarter of fiscal 2011.

Operating profit for the period is seen growing 215% to $25.93 million. EBITDA is seen rising 96% to $34.39 million from $17.55 million in the same quarter last year.

Of the 13 analysts covering the stock, 77% recommend a buy and 15% rate a hold. Analysts polled by Bloomberg expect the stock to gain an average 23.7% to $29.80 from current levels over the next 12 months.

2. IHS ( IHS) is a source of information and insight in areas such as energy, economics, geopolitical risk, sustainability and supply chain management. The company will announce its fourth-quarter fiscal 2011 results on Jan.6

Net income for the quarter is estimated at $63.75 million, or 68 cents per share, compared to $52.56 million, or 64 cents per share, in the corresponding quarter last fiscal, according to analysts polled by Bloomberg. Sales are seen at $364.89 million, up 23% from $296.19 million recorded in the same quarter last year.

Operating profit is expected to rise by 19.4% to $66.36 million from $55.57 million in the year-ago quarter. EBITDA is seen up 65% to $119.33 million from $72.54 million in the same quarter last year.

Of the 13 analysts covering the stock, 69% recommend a buy and the rest rate a hold. There are no sell ratings on the stock. Analysts polled by Bloomberg expect the stock to gain an average 7.9% to $92.70 from current levels over the next 12 months.

1. AZZ ( AZZ) is an electrical equipment and components manufacturer for power generation, transmission and distribution, and the general industrial markets. AZZ will announce its third-quarter fiscal 2012 results on Jan. 6.

Net income for the quarter is estimated at $10.14 million, or 79 cents per share, compared to $9.72 million, or 77 cents per share, in the same quarter prior fiscal, according to analysts polled by Bloomberg. Sales are seen at $117.67 million, an increase of 14% from $102.90 million recorded in the third quarter of fiscal 2011.

EBITDA grew 12% to $25.40 million, as compared to $22.62 million. Operating profit for the period is seen growing 16.1% to $19.43 million. Currently, the company has a dividend yield of 2.2%.

Of the six analysts covering the stock, three recommend a buy and three rate a hold. Analysts polled by Bloomberg expect the stock to gain an average 29.3% to $59.00 from current levels over the next 12 months.