分组1 - Concentra Group reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, and showing an increase from $0.37 per share a year ago, resulting in an earnings surprise of +5.41% [1] - The company achieved revenues of $572.8 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.31%, and up from $489.64 million year-over-year [2] - Concentra has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times during the same period [2] 分组2 - The stock has underperformed the market, losing about 3.2% since the beginning of the year, while the S&P 500 gained 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $532.44 million, and for the current fiscal year, it is $1.32 on revenues of $2.15 billion [7] - The Medical Services industry, to which Concentra belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - Enhabit reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and showing significant growth from $0.03 per share a year ago, resulting in an earnings surprise of +41.67% [1] - The company generated revenues of $263.6 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.74%, but up from $253.6 million year-over-year [2] - Enhabit has surpassed consensus EPS estimates three times over the last four quarters, but has only topped revenue estimates once in the same period [2] Financial Performance - The earnings surprise of +41.67% indicates strong performance relative to expectations, while the revenue miss suggests challenges in meeting market forecasts [1][2] - The current consensus EPS estimate for the upcoming quarter is $0.13, with projected revenues of $271.08 million, and for the current fiscal year, the EPS estimate is $0.49 on revenues of $1.06 billion [7] Market Position - Enhabit shares have increased by approximately 4.4% since the beginning of the year, underperforming compared to the S&P 500's gain of 15.1% [3] - The Zacks Rank for Enhabit is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Medical Services industry, to which Enhabit belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential headwinds for stock performance [8] - The performance of Enhabit may be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Danaher (DHR) came out with quarterly earnings of $1.89 per share, beating the Zacks Consensus Estimate of $1.71 per share. This compares to earnings of $1.71 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.53%. A quarter ago, it was expected that this industrial and medical device maker would post earnings of $1.64 per share when it actually produced earnings of $1.8, delivering a surprise of +9.76%.Over the last four qua ...

Group 1 - Concentra Group reported quarterly earnings of $0.37 per share, matching the Zacks Consensus Estimate, but down from $0.49 per share a year ago [1] - The company achieved revenues of $550.79 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 2.61% and up from $477.92 million year-over-year [2] - Concentra has surpassed consensus EPS estimates three times over the last four quarters [2] Group 2 - The stock has added approximately 0.8% since the beginning of the year, underperforming compared to the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $565.74 million, and for the current fiscal year, it is $1.35 on revenues of $2.14 billion [7] - The Zacks Industry Rank indicates that the Medical Services sector is in the top 40% of over 250 Zacks industries, suggesting a favorable outlook for the industry [8]

Company Performance - GoodRx Holdings, Inc. reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.10 per share, but showing an increase from $0.08 per share a year ago, resulting in an earnings surprise of -10.00% [1] - The company posted revenues of $203.07 million for the quarter ended June 2025, which was 1.03% below the Zacks Consensus Estimate and an increase from $200.61 million year-over-year [2] - Over the last four quarters, GoodRx has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Performance - GoodRx shares have declined approximately 5.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The current Zacks Rank for GoodRx is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $203.71 million, and for the current fiscal year, it is $0.38 on revenues of $819.58 million [7] - The trend of estimate revisions for GoodRx was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Medical Services industry, to which GoodRx belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Concentra Group (CON) has seen a 2.9% increase in share price over the past four weeks, closing at $22.03, with a mean price target of $28 indicating a potential upside of 27.1% [1] Price Targets and Analyst Consensus - The average price target consists of eight estimates ranging from a low of $25 to a high of $30, with a standard deviation of $1.85, suggesting a potential increase of 13.5% to 36.2% from the current price [2] - A low standard deviation indicates a high degree of agreement among analysts regarding the stock's price movement, which can serve as a starting point for further research [9] Earnings Estimates and Market Sentiment - Analysts are optimistic about CON's earnings prospects, as indicated by a positive trend in earnings estimate revisions, which historically correlates with stock price movements [11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 1.5%, with three estimates moving higher and no negative revisions [12] Zacks Rank and Investment Potential - CON holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, suggesting a strong potential for upside in the near term [13]

Group 1 - Concentra Group (CON) closed at $21.40, with a 5.5% gain over the past four weeks, and a mean price target of $28 suggests a 30.8% upside potential [1] - The average price targets range from $25 to $30, with a standard deviation of $1.85, indicating a low variability among analysts' estimates [2] - Analysts are optimistic about CON's earnings prospects, with a positive trend in earnings estimate revisions, which historically correlates with stock price movements [4][11] Group 2 - The Zacks Consensus Estimate for the current year has increased by 1.5% over the past month, with three estimates revised higher and no negative revisions [12] - CON holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While the consensus price target may not be a reliable indicator of the stock's potential gain, it does suggest a positive direction for price movement [13]

Core Insights - Concentra Group reported quarterly earnings of $0.32 per share, exceeding the Zacks Consensus Estimate of $0.31 per share, but down from $0.47 per share a year ago, representing an earnings surprise of 3.23% [1] - The company generated revenues of $500.75 million for the quarter, surpassing the Zacks Consensus Estimate by 0.19% and showing an increase from $467.6 million year-over-year [2] - Concentra has outperformed the S&P 500, with shares rising approximately 9.7% since the beginning of the year, while the S&P 500 has declined by 4.7% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.38, with expected revenues of $536.22 million, and for the current fiscal year, the EPS estimate is $1.34 on revenues of $2.1 billion [7] - The estimate revisions trend for Concentra is favorable, leading to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Medical Services industry, to which Concentra belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]

Core Insights - Concentra Group (CON) has consistently beaten earnings estimates, particularly in the last two quarters with an average surprise of 4.51% [1][5] - The latest earnings report showed earnings of $0.17 per share against an estimate of $0.16, resulting in a surprise of 6.25% [2] - The previous quarter also saw a positive surprise, with actual earnings of $0.37 per share compared to an estimate of $0.36, yielding a surprise of 2.78% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Concentra, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for an earnings beat [5][8] - The current Earnings ESP for Concentra is +8.56%, suggesting increased analyst optimism regarding its near-term earnings potential [8] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6][8] Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7] - A negative Earnings ESP reduces predictive power but does not necessarily indicate an earnings miss [9] - It is crucial to check a company's Earnings ESP before quarterly releases to enhance the likelihood of successful investment decisions [10]

Core Insights - The article compares Concentra Group (CON) and Medpace (MEDP) to determine which stock offers better value for investors [1] - CON has a stronger Zacks Rank of 1 (Strong Buy) compared to MEDP's 3 (Hold), indicating a more favorable earnings outlook for CON [3][7] Valuation Metrics - CON has a forward P/E ratio of 15.59, significantly lower than MEDP's forward P/E of 26.38, suggesting CON is undervalued [5] - The PEG ratio for CON is 2.09, while MEDP's PEG ratio is higher at 3.58, indicating CON's expected earnings growth is more favorable relative to its valuation [5] - CON's P/B ratio stands at 9.44, compared to MEDP's 12.21, further supporting the notion that CON is a better value option [6] Value Grades - Based on various valuation metrics, CON holds a Value grade of B, while MEDP has a Value grade of C, reinforcing CON's position as the superior value stock [6]