Event-Driven Stocks

LUFKIN INDUSTRIES INC

Industrials · General Industrial Machinery & Equipment · TX · SEC filings ↗ · Compare ⊕

Signs4 gooddetails ↓

Financials

SEC XBRL · annual
 FY12FY11FY10FY09FY08
Revenue$279.5M$194.4M$645.6M$521.4M$741.2M
Operating income$140.1M$107.5M$67.7M$31.4M$136.1M
Net income$10.9M$12.4M$43.8M$22.0M$88.2M
Total assets$1.44B$1.10B$621.1M$541.6M
Total liabilities
Equity$814.0M$507.5M$486.0M$435.7M$413.9M
EPS (diluted)$0.34$0.40$1.45$0.74$2.96
Shares out.30.7M30.4M30.3M29.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2012
Operating margin
50.1%
Net margin
3.9%
Return on equity
1.3%
Return on assets
0.8%
Return on capital (ROCE)
11.2%
Liabilities / assets
Debt / equity
Book value / share
$26.51
Revenue growth (YoY)
43.8%
Net income growth (YoY)
−12.1%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2012
Accruals / assets
4.6%clean
Piotroski F-Score
5/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

4 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
0 acquisitions2 disposalsnet 682,052 shares · last 2
InsiderDateTypeSharesPrice
Wiener Thomas EDirectorJul 1, 2013D50,827$88.50
Trout H J JrDirectorJul 1, 2013D631,225$88.50

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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