Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Quad/Graphics (NYSE:QUAD) jumped as much as 12% after the company released earnings.

So what: Sales jumped 14% to $1.3 billion and the company swung to a loss of $14 million, or $0.31 per share. After adjustments, earnings were $0.05 per share, but that was still well below the $0.15 estimate from analysts.  

Now what: What eased any worries for investors was that management reiterated previous earnings guidance for 2013 and a solid beat on the top line. Analysts were expecting $1.15 billion in revenue, so the company did beat on that level. I think shares can outperform as revenue grows and management pushes some of that extra revenue to the bottom line.

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Fool contributor Travis Hoium and The Motley Fool have no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.