N-able (NABL) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -36.84%. A quarter ago, it was expected that this provider of cloud-based software services would post earnings of $0.09 per share when it actually produced earnings of $0.13, delivering a surprise of +44.44%.Over the last fo ...

Industry Overview - Industrial stocks have had a strong start to 2026, with the State Street Industrial Select Sector SPDR ETF (XLI) up 12.8% year to date, driven by strength in aerospace, machinery, transportation, and construction sectors [1][9] - Resilience in U.S. manufacturing activity has been a primary driver, with leading indicators like new orders and capital spending stabilizing, encouraging investment in companies linked to economic expansion [2] - Easing input cost pressures and improved supply chain efficiency have enhanced margins for diversified industrial firms, while steady infrastructure spending continues to support demand, especially for engineering and construction companies [2] Sector Drivers - Defense and aerospace stocks have contributed to sector gains, supported by sustained government spending and a robust commercial aviation cycle [3] - Transportation companies have benefited from improving freight volumes and signs of normalization in global trade flows [3] - Expectations of moderating interest rates later in the year are boosting confidence in capital-intensive industries, potentially leading to increased equipment purchases and factory upgrades [3] Company Highlights - Kaiser Aluminum Corporation (KALU) is expected to see a 142.6% earnings growth rate for the current year, with earnings estimates increasing by 3.8% over the past 60 days; it holds a Zacks Rank 1 and a VGM Score of A [6][9] - The Gorman-Rupp Company (GRC) anticipates an 8.4% earnings growth rate for the current year, with a 3.1% increase in earnings estimates over the past 60 days; it has a Zacks Rank 2 and a VGM Score of B [7][9] - Century Aluminum Company (CENX) projects a remarkable 312.3% earnings growth rate for the next year, with estimates rising by 42.1% in the past 60 days; it also holds a Zacks Rank 1 and a VGM Score of A [8][9]

Key Takeaways PODD reported Q4 EPS of $1.55, up 34.8%, as revenues rose 31.2% and beat estimates.Insulet's Omnipod sales climbed 33.5%, with international revenues surging more than 50%.PODD expanded gross and operating margins and guided 20%-22% CER revenue growth for 2026.Insulet Corporation (PODD) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $1.55, up 34.8% from the year-ago period’s figure. The bottom line surpassed the Zacks Consensus Estimate by 4.87%.GAAP EPS came in at $1.44, up ...

Key Takeaways USAC posted Q4 adjusted profit of 28 cents per unit, matching estimates and up year over year.USA Compression lifted revenues 2.7% to $252.5M on higher contract and related-party revenues.USAC boosted DCF 7.2% to $103.2M, declared a 52.5-cent distribution and held utilization at 94.5%.USA Compression Partners (USAC) reported a fourth-quarter adjusted net profit of 28 cents per common unit, matching the Zacks Consensus Estimate. The metric improved from the year-ago quarter's adjusted net profi ...

Financial Performance - Insmed reported a quarterly loss of $1.54 per share, which was worse than the Zacks Consensus Estimate of a loss of $1.07, and compared to a loss of $1.32 per share a year ago [1] - The earnings surprise for this quarter was -43.78%, and the company has not surpassed consensus EPS estimates in the last four quarters [2] - Revenues for the quarter were $263.84 million, slightly missing the Zacks Consensus Estimate by 0.01%, but showing significant growth from $104.44 million year-over-year [3] Stock Performance - Insmed shares have declined approximately 13.2% since the beginning of the year, while the S&P 500 has gained 0.5% [4] - The current Zacks Rank for Insmed is 2 (Buy), indicating expectations for the stock to outperform the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.77 on revenues of $297.17 million, and for the current fiscal year, it is -$2.68 on revenues of $1.45 billion [8] - The Medical - Biomedical and Genetics industry, to which Insmed belongs, is currently in the top 36% of Zacks industries, suggesting a favorable outlook for stocks in this sector [9]

Cushman & Wakefield (CWK) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.89%. A quarter ago, it was expected that this company would post earnings of $0.28 per share when it actually produced earnings of $0.29, delivering a surprise of +3.57%.Over the last four quarters, the compa ...

Walmart (WMT) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.66 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.37%. A quarter ago, it was expected that this world's largest retailer would post earnings of $0.61 per share when it actually produced earnings of $0.62, delivering a surprise of +1.64%.Over the last four quarters, the ...

Core Viewpoint - Quanta Services reported strong quarterly earnings, exceeding expectations and showing significant year-over-year growth in both earnings and revenues [1][3]. Earnings Performance - The company achieved earnings of $3.16 per share, surpassing the Zacks Consensus Estimate of $3 per share, and up from $2.94 per share a year ago, representing a +5.40% earnings surprise [1][2]. - Over the last four quarters, Quanta Services has consistently exceeded consensus EPS estimates [2]. Revenue Performance - Quanta Services reported revenues of $7.84 billion for the quarter, exceeding the Zacks Consensus Estimate by 7.78%, and up from $6.55 billion in the same quarter last year [3]. - The company has also topped consensus revenue estimates in each of the last four quarters [3]. Stock Performance - Quanta Services shares have increased approximately 23% since the beginning of the year, significantly outperforming the S&P 500, which gained only 0.5% [4]. Future Outlook - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [4][5]. - Current consensus EPS estimates for the upcoming quarter stand at $2.21 on revenues of $7.02 billion, and for the current fiscal year at $12.42 on revenues of $30.84 billion [8]. Industry Context - Quanta Services operates within the Zacks Engineering - R and D Services industry, which is currently ranked in the top 24% of over 250 Zacks industries, indicating a favorable industry outlook [9].

分组1 - Visteon reported quarterly earnings of $2.96 per share, exceeding the Zacks Consensus Estimate of $2.08 per share, but down from $4.44 per share a year ago, representing an earnings surprise of +42.36% [1] - The company achieved revenues of $948 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.87% and showing an increase from $939 million year-over-year [2] - Visteon has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has gained approximately 11.6% since the beginning of the year, outperforming the S&P 500, which gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $2.26, with expected revenues of $938.01 million, while for the current fiscal year, the EPS estimate is $9.63 on revenues of $3.88 billion [7] - The Zacks Industry Rank indicates that the Automotive - Original Equipment sector is currently in the bottom 45% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Key Takeaways Cencora will merge MWI with Covetrus in a deal valuing MWI at a $3.5 billion enterprise value.COR will receive $1.25B cash, $800M preferred equity and $1.45B common equity, keeping a 34.3% stake.The combined platform will integrate MWI's supply chain with Covetrus' tech to boost efficiency and growth.Cencora, Inc. (COR) recently announced that it has agreed to merge its wholly owned subsidiary, MWI Animal Health, with Covetrus in a transaction that values MWI at an enterprise value of $3.5 bil ...