The 25% Growth Club

Bloomberg TV is shining the spotlight this week on the key companies driving growth in the U.S. economy. Finding them is no easy task.

Current U.S. GDP growth of 2.5 percent still lags the post-recession norm of 3-4 percent, and S&P 500 earnings will likely slow next year to 6 percent according to the strategists surveyed by Bloomberg. Fact is, growth may actually be getting harder to find. It's one of the reasons Bernanke & co. continue supplying $85 billion per month of liquidity.

So with growth getting harder to find, we're go to work. We screened the S&P 1500 for companies with earnings gains of at least 25 percent over three years:

Only 18 companies made the cut, generating earnings growth of at least 25 percent over a three year period (2012, 2013 and into 2014, based on current estimates). These growth leaders span a number of sectors and market caps, confirming exceptional growth is indeed hard to find. Here are the ten companies we shared on-air:

Here are the other eight: Dril-Quip, Inc (DRQ); Financial Engines Inc. (FNGN); LaSalle Hotel Properties (LHO); Noble Corp (NE); NVR, Inc. (NVR); Santarus Inc. (SNTS); Standard Pacific Corp. (SPF); Universal Forest Products, Inc. (UFPI).

Finally, we note exceptional growth generates exceptional reward. This group of 18 companies has returned 44.7 percent this year, nearly double the return of the S&P 500 Index.

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