GOLDMAN SACHS: Earnings are drying up as a recession looms - but you should still buy these 17 stocks to profit from their exploding margins

Ticker: CTAS

Sector: Industrials

Market cap: $19 billion

Year-to-date return: 4%

2019E margin growth: 103 basis points

Source: Goldman Sachs

Ticker: CTXS

Sector: Information technology

Market cap: $14 billion

Year-to-date return: 1%

2019E margin growth: 111 basis points

Source: Goldman Sachs

Ticker: TRIP

Sector: Communications services

Market cap: $7 billion

Year-to-date return: 6%

2019E margin growth: 112 basis points

Source: Goldman Sachs

Ticker: DWDP

Sector: Materials

Market cap: $127 billion

Year-to-date return: 4%

2019E margin growth: 112 basis points

Source: Goldman Sachs

Ticker: ADP

Sector: Information technology

Market cap: $57 billion

Year-to-date return: 0%

2019E margin growth: 114 basis points

Source: Goldman Sachs

Ticker: BDX

Sector: Healthcare

Market cap: $60 billion

Year-to-date return: -1%

2019E margin growth: 117 basis points

Source: Goldman Sachs

Ticker: TSS

Sector: Information technology

Market cap: $15 billion

Year-to-date return: 1%

2019E margin growth: 116 basis points

Source: Goldman Sachs

Ticker: CMG

Sector: Communication services

Market cap: $14 billion

Year-to-date return: 15%

2019E margin growth: 121 basis points

Source: Goldman Sachs

Ticker: NTAP

Sector: Information technology

Market cap: $15 billion

Year-to-date return: -1%

2019E margin growth: 145 basis points

Source: Goldman Sachs

Ticker: AMD

Sector: Information technology

Market cap: $21 billion

Year-to-date return: 12%

2019E margin growth: 159 basis points

Source: Goldman Sachs

Ticker: PYPL

Sector: Information technology

Market cap: $105 billion

Year-to-date return: 5%

2019E margin growth: 173 basis points

Source: Goldman Sachs

Ticker: EXPE

Sector: Communication services

Market cap: $16 billion

Year-to-date return: 4%

2019E margin growth: 176 basis points

Source: Goldman Sachs

Ticker: XYL

Sector: Industrials

Market cap: $12 billion

Year-to-date return: 0%

2019E margin growth: 196 basis points

Source: Goldman Sachs

Ticker: KEYS

Sector: Information technology

Market cap: $12 billion

Year-to-date return: 6%

2019E margin growth: 203 basis points

Source: Goldman Sachs

Ticker: VMC

Sector: Materials

Market cap: $14 billion

Year-to-date return: 4%

2019E margin growth: 208 basis points

Source: Goldman Sachs

Ticker: NFLX

Sector: Communication services

Market cap: $140 billion

Year-to-date return: 20%

2019E margin growth: 235 basis points

Source: Goldman Sachs

Ticker: ADSK

Sector: Information technology

Market cap: $29 billion

Year-to-date return: 4%

2019E margin growth: 1,389 basis points

Source: Goldman Sachs