Core Viewpoint - Louisiana-Pacific (LPX) reported quarterly earnings of $0.03 per share, surpassing the Zacks Consensus Estimate of a loss of $0.06 per share, but down from $1.03 per share a year ago, indicating a significant earnings surprise of +148.00% [1] Financial Performance - The company posted revenues of $567 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 6.02%, and down from $681 million year-over-year [2] - Over the last four quarters, Louisiana-Pacific has exceeded consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance - Louisiana-Pacific shares have increased by approximately 15.9% since the beginning of the year, contrasting with a 0.1% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.60 on revenues of $665.25 million, and for the current fiscal year, it is $3.19 on revenues of $2.93 billion [7] - The trend of earnings estimate revisions for Louisiana-Pacific was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Building Products - Wood industry, to which Louisiana-Pacific belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Louisiana-Pacific's stock may be influenced by the overall outlook for the industry [8]

National Energy Services Reunited (NESR) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.08%. A quarter ago, it was expected that this company would post earnings of $0.15 per share when it actually produced earnings of $0.16, delivering a surprise of +6.67%.Over the last four quar ...

Builders FirstSource (BLDR) came out with quarterly earnings of $1.12 per share, missing the Zacks Consensus Estimate of $1.3 per share. This compares to earnings of $2.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.86%. A quarter ago, it was expected that this construction supply company would post earnings of $1.69 per share when it actually produced earnings of $1.88, delivering a surprise of +11.24%.Over the last f ...

Leidos (LDOS) came out with quarterly earnings of $2.76 per share, beating the Zacks Consensus Estimate of $2.57 per share. This compares to earnings of $2.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.60%. A quarter ago, it was expected that this security and engineering company would post earnings of $2.61 per share when it actually produced earnings of $3.05, delivering a surprise of +16.86%.Over the last four quart ...

Allegion (ALLE) came out with quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.60%. A quarter ago, it was expected that this security device maker would post earnings of $2.21 per share when it actually produced earnings of $2.3, delivering a surprise of +4.07%.Over the last four quarters, the co ...

分组1 - Portland General Electric (POR) reported quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.66 per share, but showing an increase from $0.34 per share a year ago, resulting in an earnings surprise of -28.24% [1] - The company posted revenues of $889 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.09%, compared to year-ago revenues of $824 million [2] - The stock has increased approximately 12.5% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.94 on revenues of $950.9 million, and for the current fiscal year, it is $3.36 on revenues of $3.77 billion [7] - The Utility - Electric Power industry is currently in the top 36% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] - The estimate revisions trend for Portland General Electric was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6]

分组1 - Knife River reported quarterly earnings of $0.56 per share, exceeding the Zacks Consensus Estimate of $0.41 per share, and showing an increase from $0.41 per share a year ago, resulting in an earnings surprise of +37.42% [1] - The company achieved revenues of $755.1 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.67%, and up from $657.2 million in the same quarter last year [2] - Knife River has outperformed the S&P 500, with shares increasing by about 14.8% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] 分组2 - The earnings outlook for Knife River is uncertain, with current consensus EPS estimates for the upcoming quarter at -$1.35 on revenues of $372.85 million, and $3.18 on revenues of $3.3 billion for the current fiscal year [7] - The Zacks Industry Rank indicates that the Building Products - Miscellaneous sector is currently in the bottom 39% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8] - The estimate revisions trend for Knife River was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expectations of underperformance in the near future [6]

Key Takeaways Tractor Supply missed on earnings in the fiscal fourth quarter of 2025 by $0.03. TSCO saw ongoing pressure in discretionary categories, especially big-ticket items.Tractor Supply guided fiscal 2026 earnings below the Zacks Consensus. Tractor Supply Company (TSCO) is seeing pressures on the rural consumer. This Zacks Rank #5 (Strong Sell) is expected to see single digit earnings growth this year.Tractor Supply is the largest rural retailer in the United States, serving the needs of recreational ...

Core Insights - AECOM has raised its full year earnings guidance due to a record backlog and is expected to see double-digit earnings growth in fiscal years 2026 and 2027 [1][5][6] Company Performance - AECOM reported fiscal first quarter 2026 earnings of $1.29, missing the Zacks Consensus estimate of $1.41 by $0.12, marking the first miss in seven quarters [3] - Despite the earnings miss, the company's backlog increased by 9%, reaching a record level, supported by significant global projects [3][7] Strategic Developments - AECOM has been selected for major projects, including a multi-billion-dollar investment program for Scottish Water and as a Delivery Partner for the Brisbane 2032 Olympic and Paralympic Games [4] - The company has decided to retain its Construction Management business after reviewing strategic alternatives, citing a strong backlog and pipeline [9] Financial Guidance - AECOM raised its earnings outlook for fiscal 2026 to a range of $5.85 to $6.05, up from the previous guidance of $5.65 to $5.85, exceeding the Zacks Consensus [5][6] - Analysts have adjusted their earnings estimates upward, with the Zacks Consensus for fiscal 2026 now at $5.98, reflecting a 13.7% growth from last year's earnings of $5.26 [6] Shareholder Returns - The Board of Directors has increased the share repurchase authorization to $1 billion, demonstrating a commitment to returning value to shareholders [7][13] - AECOM returned over $340 million to shareholders through repurchases and dividends in the fiscal first quarter, with a dividend yield of 1.4% [12]

Core Insights - The International Monetary Fund (IMF) projects global GDP growth of approximately 3.3% for 2026, supported by corporate investment in digital infrastructure and advanced technologies [1] - The global semiconductor industry is expected to reach $975 billion in annual sales in 2026, driven by an AI infrastructure boom [2] - The industrial sector is bolstered by sustained defense spending and strong commercial aerospace backlogs, with U.S. national defense spending exceeding $800 billion annually [7] Technology Sector - AI-driven capital expenditure is a key earnings catalyst in 2026, with major companies like Microsoft, Amazon, and Alphabet investing heavily in AI data centers and cloud infrastructure [4] - The Semiconductor Industry Association anticipates global semiconductor sales to approach $1 trillion in 2026, indicating a 26% growth, primarily due to advanced logic and high-bandwidth memory linked to generative AI workloads [5] - Companies such as NVIDIA, Taiwan Semiconductor, ASML, and Applied Materials are positioned to benefit from this growth, with TSM holding a Zacks Rank 1 (Strong Buy) and the others carrying a Zacks Rank 2 (Buy) [5] Industrial Sector - The industrial sector benefits from strong defense spending and a robust commercial aerospace backlog, with companies like Lockheed Martin and RTX reporting significant backlogs of $194 billion and $268 billion, respectively [7] - Electrification and grid modernization are also key growth drivers, with firms like Eaton and Siemens focusing on data center power demand and energy transition investments [8] - These factors provide substantial backlog visibility and earnings support as the sector moves into mid-2026 [8]