Growth returned a quarter earlier than expected this earnings season! Has your portfolio been coming along for this profitable ride? We have a screen that can help.

The Market-Beating Growth Stocks screen is a tool that’s made for these crazy times. In addition to looking for Zacks Rank #1s (Strong Buys) with an “A” for a Zacks Growth Style Score, this strategy also wants to see stocks with projected EPS growth of 20% or more. In other words, we want the biggest growth rates to go along with those rising estimate revisions.

Below are three stocks that recently passed the test.

Tempur Sealy (TPX Quick Quote TPX - Free Report)

When you really think about it, Tempur Sealy (TPX Quick Quote TPX - Free Report) may be the ultimate ‘stay home’ stock, whether there’s a pandemic or not. Other than vacations and work meetings, we do most of our sleeping at home. And that’s not going to change when things return to normal.

What does change, though, is the technology that TPX puts into their mattresses. As if controlling the temperature and support level wasn’t enough, now they’re working on fixing your snoring! Could a “good dreams” function be far off?  

And all of this comfort and technology is being delivered through an omnichannel strategy that includes company-owned stores, e-commerce, and third-party retailers. Yet another way this company was better prepared than most for the unprecedented challenges of the past year.

About two weeks ago, TPX reported its eighth straight positive surprise. Adjusted fourth-quarter earnings of 67 cents beat the Zacks Consensus Estimate by nearly 29%. The result nearly doubled the year-ago total of 34 cents.

Revenue of $1.06 billion topped the Zacks Consensus Estimate by more than 7% and improved over 21% from the previous year. Unsurprisingly, U.S. web sales doubled.

TPX is expecting a solid 2021 with sales growth of between 15% and 20%, which puts earnings somewhere between $2.30 and $2.50. Analyst expectations were not that high at the time, so we saw a healthy rise in revisions.

We’re now expecting earnings of $2.44 for 2021, which has grown more than 22% from 30 days ago. Likewise, expectations for 2022 jumped 27.5% in that time to $2.69. These upward revisions underscore TPX’s status as a Zacks Rank #1 (Strong Buy).

Furthermore, TPX is part of the retail-home furnishings space, which is in the top 2% of the Zacks Industry Rank. Shares have climbed approximately 27% in 2021 so far and more than 58% over the past year.

The Estee Lauder Companies (EL Quick Quote EL - Free Report)

A once-in-a-lifetime pandemic that forces people to barricade themselves from the public is no reason to stop looking fabulous. That’s why The Estee Lauder Companies (EL Quick Quote EL - Free Report) reported a strong fiscal second-quarter earlier this month and is up nearly 50% over the past year.  

This beauty products staple has several product divisions, including skincare (51.6% of fiscal 2020 sales), makeup (33.5%), fragrances (10.9%), hair care, and others. Its products are sold through department stores, mass retailers, company-owned retail stores, hair salons, and online. As part of the Cosmetics space, EL is in the Top 23% of the Zacks Industry Rank.

EL initiated some robust cost-control measures and improved its online shopping experience to combat the pandemic’s toll at its stores. The moves worked well as the company beat on both the top and bottom lines in its recent quarterly report.

Earnings per share of $2.61 improved 24% year over year and slaughtered the Zacks Consensus Estimate by more than 56%. Net sales of $4.85 billion improved 5% year over year and surpassed our expectations of under $4.5 billion.

Its skincare portfolio was the big star of the quarter, as the Estee Lauder, La Mer, and Clinique brands all enjoyed significant growth. In fact, the first two brands each saw double-digit growth. The company is quite popular with emerging markets, as seen by the 35% jump in sales for the Asia/Pacific region.

EL is feeling pretty good about the future, as it has a solid lineup of product offerings and an “enriched” online experience on which to sell them. Analysts are encouraged about the future as well.

The Zacks Consensus Estimate for this fiscal year (ending June 2021) has jumped 13.7% in the past 30 days to $5.95. Expectations for the next fiscal year (ending June 2022) are up 9% in that time to $6.90. Therefore, analysts currently see year-over-year earnings growth of nearly 16%.

Qorvo (QRVO Quick Quote QRVO - Free Report)

Talk about being in the right places at the right time! Or in the case of Qorvo (QRVO Quick Quote QRVO - Free Report), it might be more appropriate to say the “hottest” places. This provider of RF solutions reported strong quarterly results earlier this month as it helps to deploy 5G, roll-out Wi-Fi 6 and 6E, and use other emerging technologies to “keep the world connected”.

There’s no wonder that QRVO jumped more than 80% in the past year and has beaten the Zacks Consensus Estimate for 17 straight quarters now. And it helps that the Semiconductors – radio frequency space is in the top 18% of the Zacks Industry Rank.

The company went public in 2015 after RF Micro Devices and TriQuint Semiconductor merged. Its two reportable segments are Mobile Products (65.7% of fiscal 2020 revenues) and Infrastructure & Defense Products (34.3%).

In early February, QRVO reported fiscal third-quarter earnings per share of $3.08, which improved more than 65% from last year and beat the Zacks Consensus Estimate by more than 15%. The result also brought the four-quarter average surprise to nearly 20.2%. Meanwhile, the revenue of nearly $1.1 billion topped our expectations by 2% and also improved on a year-over-year basis.

QRVO offered a solid outlook for its fiscal fourth quarter, including earnings per share of $2.42 and revenue somewhere between $1.025 billion and $1.055 billion. These forecasts were higher than expectations at $2.11 and approximately $966 million, so analysts have been revising their estimates higher.

The Zacks Consensus Estimate for this fiscal year (ending March 2021) is up 9% in the past 30 days to $9.45. Expectations for the next fiscal year (ending March 2022) have advanced 4% in that time to $10.64. Therefore, analysts currently see earnings growth of 12.6% for next year.