Overall, the Pharmaceuticals segment contributes ~60% of total revenues for GlaxoSmithKline. The segment seems back to its growth path given recent revenues.
GlaxoSmithKline (GSK) expects its revenue from vaccines to grow after the Novartis transaction, not to mention growing demand in European markets.
GlaxoSmithKline is optimistic about its Consumer Healthcare segment from 3Q15 onward given improvements in its supply chain and the successful launch of new products.
Analysts estimate an EPS (earnings per share) of 1.54 pounds for 2015. Meanwhile for 2016, the company expects a significant recovery in its core EPS.
Netflix (NFLX) announced its 3Q15 earnings on October 14, 2015. It had a total operating income of ~$74 million in 3Q15—3.3% less than 3Q14.
Coca-Cola (KO) is expected to announce its results for the third quarter of fiscal 2015 on October 21.
Coca-Cola’s margins have been under pressure due to the impact of adverse currency movements and structural changes.
Coca-Cola (KO), PepsiCo (PEP), and Dr Pepper Snapple (DPS) are witnessing stronger growth in still beverage volumes compared to the volumes of carbonated soft drinks.
Coca-Cola’s (KO) stock price has declined by 1.2% since the beginning of 2015. On the other hand, stock prices of peers PepsiCo (PEP) and Dr Pepper Snapple (DPS) have appreciated.
Beverage giant Coca-Cola (KO) will announce its results for the third quarter of fiscal 2015 on October 21, 2015.
Intel reported income from operations of $4.2 billion in 3Q15 over $4.5 billion in the corresponding quarter the previous year, a decline of 7.7%.
Intel is finding it difficult to maintain its earnings from its core chip manufacturing business, as the personal computer market is becoming saturated.
Netflix will likely to go for additional debt next year to fund its content acquisition costs. Netflix had gross debt of $2.4 billion at the end of 3Q15.
Netflix’s (NFLX) 3Q15 results for the international streaming segment had revenue of $0.5 billion—up by 49.4% from the same quarter last year.
Netflix’s domestic streaming business had ~$1.1 billion in revenue in 3Q15. Its net additions of 0.88 million members in the US in 3Q15 were disappointing.
The peers outperformed CSX based on the EPS and PE ratio. However, CSX is way ahead of its peers based on the net profit margin.
CSX (CSX) has a market cap of $27.3 billion. After the earnings report in 3Q15, CSX fell by 2.3% to close at $27.71 per share as of October 13, 2015.
The peers outperformed Linear Technology based on the PE ratio. It’s way ahead of its peers based on the gross profit margin, current ratio, and PBV ratio.
The peers outperformed Blackhawk Network based on the current ratio, PBV ratio, and PS ratio. Blackhawk Network is ahead of its peers based on the PE ratio.
Blackhawk Network has a market cap of $2.5 billion. After the earnings report in 3Q15, it fell by 0.59% to close at $45.78 per share as of October 13, 2015.