Company Performance - M/I Homes (MHO) stock increased by 1.24% to $118.08, outperforming the S&P 500's daily gain of 0.48% [1] - Prior to the latest trading session, M/I Homes shares had risen by 9.67%, exceeding the Construction sector's gain of 6.17% and the S&P 500's gain of 5.13% [1] Upcoming Earnings - The earnings report for M/I Homes is anticipated on July 23, 2025, with projected earnings per share (EPS) of $4.43, reflecting a 13.48% decrease from the same quarter last year [2] - Revenue is expected to be $1.12 billion, indicating a 0.49% increase compared to the same quarter of the previous year [2] Full Year Projections - For the full year, Zacks Consensus Estimates project earnings of $17 per share and revenue of $4.36 billion, representing changes of -13.75% and -3.29% from the prior year, respectively [3] Analyst Estimates - Recent modifications to analyst estimates for M/I Homes are crucial as they reflect changing business trends, with positive revisions indicating analysts' confidence in performance and profit potential [4] Zacks Rank and Valuation - M/I Homes currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the past month [6] - The company is trading at a Forward P/E ratio of 6.86, which is a discount compared to its industry's Forward P/E of 10.41 [6] Industry Context - The Building Products - Home Builders industry, part of the Construction sector, has a Zacks Industry Rank of 212, placing it in the bottom 15% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Group 1: Company Performance - United Airlines closed at $81.01, marking a +1.2% move from the previous day, outperforming the S&P 500's 0.48% gain [1] - Shares of United Airlines had lost 1.27% in the past month, while the Transportation sector gained 4.03% and the S&P 500 gained 5.13% [1] - The upcoming earnings report is expected to show earnings of $3.81 per share, a year-over-year decline of 7.97%, with quarterly revenue projected at $15.31 billion, up 2.13% from the previous year [2] Group 2: Earnings Estimates - For the fiscal year, earnings are projected at $9.88 per share and revenue at $58.63 billion, representing changes of -6.88% and +2.74% from the prior year [3] - Recent estimate revisions reflect evolving short-term business trends, with upward revisions indicating analysts' positivity towards the company's operations [4] Group 3: Valuation Metrics - United Airlines has a Forward P/E ratio of 8.1, which is below the industry average of 9.78, indicating it is trading at a discount [7] - The PEG ratio for United Airlines is currently 1.29, compared to the industry average of 0.84 [7] Group 4: Industry Context - The Transportation - Airline industry ranks in the bottom 40% of all industries, with a current Zacks Industry Rank of 150 [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Group 1: Stock Performance - Hercules Capital (HTGC) closed at $18.59, reflecting a +1.36% change from the previous day, outperforming the S&P 500's daily gain of 0.48% [1] - Over the past month, shares of Hercules Capital increased by 3.5%, matching the Finance sector's performance but underperforming the S&P 500's gain of 5.13% [1] Group 2: Earnings Expectations - The upcoming earnings report for Hercules Capital is expected to show an EPS of $0.47, which represents a 7.84% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $126.18 million, indicating a 0.94% increase from the previous year [2] Group 3: Annual Forecast - For the entire year, the Zacks Consensus Estimates predict earnings of $1.91 per share and revenue of $509.49 million, reflecting changes of -4.5% and +3.22% respectively compared to the previous year [3] Group 4: Analyst Estimates and Rankings - Recent changes to analyst estimates for Hercules Capital are important as they reflect short-term business trends, with positive revisions indicating a favorable outlook on business health and profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Hercules Capital at 4 (Sell) [6] Group 5: Valuation Metrics - Hercules Capital is trading at a Forward P/E ratio of 9.61, which is a premium compared to the industry average Forward P/E of 8.8 [7] - The Financial - SBIC & Commercial Industry, part of the Finance sector, has a Zacks Industry Rank of 233, placing it within the bottom 6% of over 250 industries [7] Group 6: Industry Performance - The strength of individual industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Company Performance - Hyster-Yale's stock closed at $42.27, reflecting a 2.2% increase from the previous trading session, outperforming the S&P 500's gain of 0.48% [1] - The stock has seen a slight increase of 0.07% over the past month, which is below the Industrial Products sector's gain of 6.87% and the S&P 500's gain of 5.13% [1] Earnings Projections - The upcoming EPS for Hyster-Yale is projected at $0.07, indicating a significant drop of 98.04% compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is expected to be $936.9 million, down 19.79% from the previous year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates forecast earnings of $1.36 per share and revenue of $3.69 billion, representing declines of 84.86% and 14.29% respectively compared to the previous year [3] - Recent adjustments to analyst estimates are crucial as they reflect changing business trends, with positive revisions indicating analyst optimism [3] Valuation Metrics - Hyster-Yale has a Forward P/E ratio of 30.41, which is a premium compared to the industry average Forward P/E of 16.43 [6] - The Manufacturing - Construction and Mining industry, part of the Industrial Products sector, currently holds a Zacks Industry Rank of 208, placing it in the bottom 16% of over 250 industries [6] Zacks Rank System - Hyster-Yale currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [5] - The Zacks Rank system has a strong track record, with stocks rated 1 producing an average annual return of +25% since 1988 [5]

Company Performance - Kinsale Capital Group, Inc. (KNSL) closed at $473.13, reflecting a -1.31% change from the previous day, underperforming the S&P 500's gain of 0.48% [1] - Over the past month, KNSL shares gained 1.14%, lagging behind the Finance sector's 3.5% increase and the S&P 500's 5.13% rise [1] Earnings Forecast - The upcoming earnings report for Kinsale Capital Group is anticipated to show an EPS of $4.37, representing a 16.53% increase from the same quarter last year [2] - Quarterly revenue is projected at $432.2 million, up 12.39% year-over-year [2] Full Year Estimates - For the full year, earnings are expected to be $17.68 per share, with revenue projected at $1.75 billion, indicating increases of +10.09% and +10.27% respectively from the previous year [3] - Recent analyst estimate revisions suggest optimism regarding the company's business and profitability [3] Valuation Metrics - Kinsale Capital Group is currently trading at a Forward P/E ratio of 27.11, which is significantly higher than the industry average Forward P/E of 12, indicating a premium valuation [6] - The company has a PEG ratio of 1.78, compared to the industry average PEG ratio of 2.73, suggesting a more favorable growth outlook relative to its price [7] Industry Context - The Insurance - Property and Casualty industry, part of the Finance sector, holds a Zacks Industry Rank of 49, placing it in the top 20% of over 250 industries [8] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong industry performance potential [8]

Company Performance - Analog Devices (ADI) stock closed at $245.15, reflecting a +1.87% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.48% [1] - The stock has increased by 10.17% over the past month, surpassing the Computer and Technology sector's gain of 7.61% and the S&P 500's gain of 5.13% [1] Earnings Projections - The upcoming earnings release for Analog Devices is projected to show earnings per share (EPS) of $1.92, indicating a 21.52% increase from the same quarter last year [2] - The Zacks Consensus Estimate for revenue is $2.76 billion, which represents a 19.18% increase from the year-ago period [2] Full Year Estimates - For the full year, analysts expect earnings of $7.39 per share and revenue of $10.6 billion, marking increases of +15.83% and +12.49%, respectively, from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Analog Devices are important as they reflect near-term business trends, with positive revisions indicating optimism about the business outlook [4] Zacks Rank and Stock Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Analog Devices at 3 (Hold), with a 0.26% increase in the consensus EPS estimate over the last 30 days [6] Valuation Metrics - Analog Devices is trading with a Forward P/E ratio of 32.57, which is a discount compared to its industry's Forward P/E of 39.67 [7] - The PEG ratio for ADI is currently 2.22, slightly below the industry average PEG ratio of 2.24 [7] Industry Context - The Semiconductor - Analog and Mixed industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 176, placing it in the bottom 29% of over 250 industries [8]

Core Viewpoint - McKesson's stock performance has lagged behind the broader market, with upcoming earnings expected to show growth in both EPS and revenue compared to the previous year [1][2][3]. Financial Performance - McKesson is scheduled to report earnings on August 6, 2025, with a forecasted EPS of $8.33, reflecting a 5.71% increase year-over-year [2]. - Revenue is projected to be $95.77 billion, indicating a 20.79% increase compared to the same quarter of the previous year [2]. - For the entire fiscal year, earnings are estimated at $37.23 per share and revenue at $405.85 billion, representing increases of 12.65% and 13.03% respectively from the prior year [3]. Analyst Estimates - Recent revisions in analyst estimates suggest confidence in McKesson's business performance and profit potential [3]. - The Zacks Consensus EPS estimate has increased by 0.09% over the past month, and McKesson currently holds a Zacks Rank of 2 (Buy) [5]. Valuation Metrics - McKesson is trading at a Forward P/E ratio of 19.55, which is higher than the industry average of 17.95, indicating a premium valuation [6]. - The company has a PEG ratio of 1.45, compared to the industry average PEG ratio of 1.68, suggesting a favorable growth outlook relative to its valuation [7]. Industry Context - The Medical - Dental Supplies industry, which includes McKesson, has a Zacks Industry Rank of 23, placing it in the top 10% of over 250 industries [8].

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. RCM Technologies, Inc. (RCMT) closed the most recent trading day at $25.27, moving +1.85% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.48%. Meanwhile, the Dow experienced a drop of 0.02%, and the technology-dominat ...

In the latest close session, On Holding (ONON) was up +2.85% at $53.70. The stock's performance was ahead of the S&P 500's daily gain of 0.48%. At the same time, the Dow lost 0.02%, and the tech-heavy Nasdaq gained 0.94%. Coming into today, shares of the running-shoe and apparel company had lost 10.8% in the past month. In that same time, the Retail-Wholesale sector gained 3.33%, while the S&P 500 gained 5.13%. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outsi ...

Anand Chokkavelu, CFA has no position in any of the stocks mentioned. Karl Thiel has no position in any of the stocks mentioned. Keith Speights has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Kiniksa Pharmaceuticals International, Plc. The Motley Fool has a disclosure policy. ...