A month has gone by since the last earnings report for Teledyne Technologies (TDY) . Shares have added about 7.2% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Teledyne due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Teledyne Technologies Incorporated before we dive into how investors and ana ...

A month has gone by since the last earnings report for RLI Corp. (RLI) . Shares have added about 6.2% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is RLI Corp. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.RLI's Q4 Earnings Beat ...

It has been about a month since the last earnings report for Travelers (TRV) . Shares have added about 7.7% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Travelers due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.Travelers Q4 Ea ...

It has been about a month since the last earnings report for TE Connectivity (TEL) . Shares have added about 0.5% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is TE Connectivity due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for TE Connectivity Ltd. before we dive into how investors and analysts have reacted as of late.TEL Q1 ...

Key Takeaways LPL Financial's total brokerage and advisory assets rose 1.6% in January to $2.41 trillion.LPLA's advisory assets jumped 43.4% from a year earlier and brokerage assets increased 20.3%.LPL Financial reported $4.2B in organic NNAs and $56.5B in client cash, down 7.4% from the prior month.LPL Financial (LPLA) witnessed a rise in total brokerage and advisory assets in January 2026. The metric was $2.41 trillion, rising 1.6% from the previous month and 32.9% year over year.LPLA’s January Performanc ...

Key Takeaways STN is set to report Q4 2025 results on Feb. 25, with revenues projected at $1.18B, up 11.3% year over year.Water, energy transition and infrastructure projects are expected to drive double-digit organic growth.STN's earnings are expected to be 87 cents, up 10.1%, but the Earnings ESP of 0.00% signals no clear beat.Stantec (STN) is set to report its fourth-quarter 2025 results on Feb. 25, after the closing bell.The company’s earnings surprise history has been impressive. It surpassed the Zacks ...

Key Takeaways ENB shares gained 22.9% in a year, nearing a 52-week high and beating sub-industry peers.Enbridge's 98% EBITDA is backed by take-or-pay contracts, limiting commodity price exposure.ENB trades at 16.48X EV/EBITDA, above the industry average, suggesting a higher valuation.Enbridge Inc. (ENB) shares are rapidly climbing toward its 52-week high of $54.20, closing at $51.59 on Feb. 19. The stock has outperformed its sub-industry peers, including Kinder Morgan Inc. (KMI) and Enterprise Products Part ...

Industry Overview - The Zacks Building Products - Air Conditioner & Heating industry is facing challenges such as housing softness, elevated interest rates, tariff pressures, and geopolitical uncertainty, which may impact residential new-build activity and demand volatility [1][4][5] - Despite these challenges, the long-term growth trajectory remains positive, driven by demand for energy-efficient systems and advanced climate-control technologies [2][10] Market Trends - The industry is experiencing volatility due to macroeconomic uncertainty, labor shortages, supply chain constraints, and regulatory pressures, which are tightening margins and complicating execution [7][11] - The data center boom, fueled by AI and cloud computing, is increasing demand for specialized HVAC solutions, presenting high-margin opportunities for companies [8][9] Company Performance - SPX Technologies has shown strong organic momentum, benefiting from rising demand in data centers and healthcare markets, with a 71.8% stock price increase over the past year and an upward earnings estimate revision for 2026 [25][26] - Comfort Systems has gained 277.4% over the past year, supported by strong backlog visibility and a growing service business, with an unchanged EPS estimate for 2026 indicating 16.4% year-over-year growth [29][30] Financial Metrics - The industry is currently trading at a forward P/E ratio of 29.86X, higher than the S&P 500's 22.59X and the sector's 22.11X, indicating a premium valuation compared to broader markets [19]

Key Takeaways SN's Q4 gross profit rose 18.4% to $1,012M, with gross margin expanding to 48.2%.SN posted 36% EBITDA growth and improved operating expenses by 280 basis points.SN sees 2026 EBITDA of $1.27B-$1.28B, aided by supply chain shifts outside China.SharkNinja, Inc. (SN) delivered a robust fourth-quarter 2025, underscored by meaningful margin expansion driven by sustained operating discipline and efficiency. Despite a challenging macroeconomic backdrop, the quarter represented the third straight perio ...

Key Takeaways CoStar Group expects Q4 2025 revenues of $885M-$895M, up 25% year over year at midpoint CSGP sees strong Apartments.com growth, with Q4 residential revenues of $100M-$105M. CoStar Group faces macro and commercial real estate headwinds despite LoopNet growth. CoStar Group (CSGP) is slated to report fourth-quarter 2025 earnings on Feb. 24, 2026.For the fourth quarter of 2025, the company expects revenues between $885 million and $895 million, indicating year-over-year growth of 25% at the mid-po ...