« Medicare Drug Benefit Sparks an Industry Land Grab | Main | The Devil Wears Prada »

Fair Isaac (FIC) just reported earnings of 52 cents a share. I was wrong on sales growth. Revenues came in at $202.8 million, growth of just 3.7%. The good news was net margins, which held up at 17%. With the addition of stock options, the company earned 43 cents a share. Overall, this looks very good. I’ll have to dig into the numbers a little bit more to see all the messy details.

The company also guided inline for next quarter (52 cents a share) and next year ($2.16 a share). I have to say that I’m very pleased with these results.

Varian Medical Systems (VAR) beat by a penny a share (34 cents versus 33 cents). The stock tends to be much more volatile, so it could react negatively.

Also, Bed Bath & Beyond (BBBY) announced a $200 million increase to its share buyback program. The old program was for $400 million.

Still more earnings to come. Tomorrow we’re going to get results from Danaher (DHR) and Respironics (RESP). Wall Street is expecting 36 cents a share from Respironics, and 80 cents from Danaher.

Posted by edelfenbein at January 25, 2006 5:23 PM