Core Insights - PureCycle Technologies, Inc. reported a quarterly loss of $0.42 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.25, marking an earnings surprise of -68.00% [1] - The company generated revenues of $2.7 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 43.45%, compared to zero revenues a year ago [2] - The stock has increased by approximately 3.3% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.21 on revenues of $12.05 million, and for the current fiscal year, it is -$0.60 on revenues of $110 million [7] - The estimate revisions trend for PureCycle Technologies was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Waste Removal Services industry, to which PureCycle Technologies belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Another company in the same industry, Quest Resource, is expected to report quarterly earnings of $0.01 per share, reflecting a year-over-year change of +102.2%, with revenues projected at $61.17 million, down 12.6% from the previous year [9]

分组1 - Xylem reported quarterly earnings of $1.42 per share, matching the Zacks Consensus Estimate, and showing an increase from $1.18 per share a year ago, resulting in an earnings surprise of +0.35% [1] - The company achieved revenues of $2.4 billion for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.86%, and up from $2.26 billion year-over-year [2] - Xylem has surpassed consensus EPS estimates in all four of the last quarters, indicating consistent performance [2] 分组2 - The stock has gained approximately 2.9% since the beginning of the year, outperforming the S&P 500's gain of 1.7% [3] - The current consensus EPS estimate for the upcoming quarter is $1.15 on revenues of $2.15 billion, and for the current fiscal year, it is $5.52 on revenues of $9.33 billion [7] - The Waste Removal Services industry, to which Xylem belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Long Cast Advisers reported a cumulative net return improvement of 4% in Q3 2025, with a total cumulative return of 266% net of fees since inception in November 2015, translating to a 14% CAGR [1] Company Overview: Quest Resource Holding Corporation (NASDAQ:QRHC) - Quest Resource Holding Corporation provides waste and recycling services and is headquartered in The Colony, Texas [2] - The stock experienced a one-month return of 29.66%, but has lost 73.82% of its value over the past 52 weeks, closing at $1.88 per share with a market capitalization of $39.236 million on November 27, 2025 [2] Performance Analysis - Year-to-date, Quest Resource Holding Corporation has been a significant detractor for Long Cast Advisers' portfolio, leading to its removal from the top-five holdings [3] - The company reported revenue of $63.3 million in Q3 2025, which is a 13% decrease compared to Q3 2024 but a 6.4% increase from Q2 2025 [4] Management and Valuation Concerns - The company has improved management and operational processes, making it a more reasonable investment despite its past performance [3] - There is a notable discrepancy between $80 million in goodwill and a $35 million market capitalization, which is expected to trigger an annual impairment test [3] Hedge Fund Interest - Quest Resource Holding Corporation is not among the 30 most popular stocks among hedge funds, with only 8 hedge fund portfolios holding the stock at the end of Q3 2025, down from 12 in the previous quarter [4]

Group 1 - Quest Resource is expected to report earnings with a projected revenue decline of 17.8% year on year to $59.83 million, contrasting with a 3.3% increase in the same quarter last year [2][3] - Last quarter, Quest Resource missed analysts' revenue expectations by 17.9%, reporting revenues of $59.54 million, which is an 18.6% decrease year on year [1][3] - Analysts have generally reconfirmed their estimates for Quest Resource over the last 30 days, indicating expectations for the company to maintain its course heading into earnings [3] Group 2 - In the waste management segment, peers like Montrose and Waste Connections reported positive results, with Montrose achieving year-on-year revenue growth of 25.9% and Waste Connections reporting a 5.1% increase [4] - Positive sentiment in the waste management sector is reflected in an average share price increase of 2.2% over the last month, with Quest Resource's shares up 10.5% during the same period [5] - The average analyst price target for Quest Resource is $3.08, significantly higher than its current share price of $1.47 [5]

Core Insights - PureCycle Technologies, Inc. reported a quarterly loss of $0.44 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.25, marking a 76.00% earnings surprise [1] - The company generated revenues of $2.43 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 50.06%, compared to zero revenues a year ago [2] - The stock has underperformed the market, gaining about 0.7% since the beginning of the year, while the S&P 500 has gained 15.6% [3] Company Performance - Over the last four quarters, PureCycle Technologies has consistently failed to meet consensus EPS estimates [2] - The current consensus EPS estimate for the upcoming quarter is -$0.20 on revenues of $15.3 million, and for the current fiscal year, it is -$1.21 on revenues of $23.37 million [7] - The estimate revisions trend for PureCycle Technologies was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Waste Removal Services industry, to which PureCycle Technologies belongs, is currently ranked in the top 33% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Select Water Solutions, Inc. reported quarterly earnings of $0.03 per share, matching the Zacks Consensus Estimate, but down from $0.15 per share a year ago [1] - The company generated revenues of $322.24 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 5.25%, but down from $371.35 million year-over-year [2] - The stock has underperformed, losing approximately 10.2% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Earnings Performance - The company has surpassed consensus EPS estimates only once in the last four quarters [1] - The current consensus EPS estimate for the upcoming quarter is $0.05, with projected revenues of $308.61 million, and for the current fiscal year, the estimate is $0.30 on $1.35 billion in revenues [7] Market Outlook - The estimate revisions trend for Select Water Solutions, Inc. was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The Waste Removal Services industry, to which the company belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

分组1 - Veralto (VLTO) reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and up from $0.89 per share a year ago, representing an earnings surprise of +4.21% [1] - The company achieved revenues of $1.4 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.58%, and an increase from $1.31 billion year-over-year [2] - Over the last four quarters, Veralto has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock has underperformed the market with a gain of about 2.2% since the beginning of the year, compared to the S&P 500's gain of 16.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $1.4 billion, and for the current fiscal year, it is $3.80 on revenues of $5.5 billion [7] - The Waste Removal Services industry, to which Veralto belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Group 1 - Kelly Services reported quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.53 per share, and down from $0.56 per share a year ago, representing an earnings surprise of -26.42% [1] - The company posted revenues of $1.16 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.64%, and up from $1.05 billion year-over-year [2] - Over the last four quarters, Kelly Services has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Group 2 - The stock has lost about 18.3% since the beginning of the year, compared to the S&P 500's decline of -4.3% [3] - The current consensus EPS estimate for the coming quarter is $0.61 on revenues of $1.15 billion, and for the current fiscal year, it is $2.33 on revenues of $4.61 billion [7] - The Zacks Industry Rank indicates that the Staffing Firms industry is currently in the bottom 9% of over 250 Zacks industries, which may impact stock performance [8]

Core Viewpoint - Clean Harbors reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $1.02 per share, but down from $1.29 per share a year ago, indicating a 15.5% year-over-year decline in earnings [1][2] Financial Performance - The company achieved revenues of $1.43 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.89% and showing a year-over-year increase from $1.38 billion [2] - Over the last four quarters, Clean Harbors has surpassed consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - Clean Harbors shares have declined approximately 7% since the beginning of the year, compared to a 5.5% decline in the S&P 500 [3] - The current Zacks Rank for Clean Harbors is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $2.31 on revenues of $1.58 billion, and for the current fiscal year, it is $7.50 on revenues of $6.12 billion [7] - The trend of estimate revisions for Clean Harbors is currently mixed, which may change following the recent earnings report [6] Industry Context - The Waste Removal Services industry, to which Clean Harbors belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Quest Resource Holding Corporation has successfully sold a non-core segment of its business, specifically the tenant-direct portion of the RWS commercial property management business, to Lincoln Waste Solutions for approximately $5 million in cash at closing, with potential additional payments based on future performance [2][3]. Financial Impact - The sale is expected to enhance the company's focus on its core portfolio, which is anticipated to yield greater growth and financial returns. It also eliminates a segment that contributed to inconsistent financial performance without generating profits [2][4]. - The total consideration for the sale includes a cash payment of $5 million, with additional amounts not exceeding $6.5 million based on future performance, along with a one-time payment related to acquired accounts receivable [3]. Strategic Focus - The transaction aligns with the company's initiatives aimed at increasing profitability, improving operational efficiencies, and generating more consistent financial results. The company plans to utilize the cash from the sale to pay down debt [4]. - The CEO of Lincoln Waste Solutions expressed confidence in managing the newly acquired clients, highlighting their tailored strategies and extensive experience in the waste management sector [5][7]. Company Overview - Quest Resource Holding Corporation is a national provider of waste and recycling services, focusing on helping larger businesses meet their environmental and sustainability goals. The company offers expertise across various industry sectors to create client-specific solutions that yield measurable business and sustainability outcomes [6]. - Lincoln Waste Solutions, part of Reconomy, specializes in full-service waste and recycling management solutions, serving multi-location businesses across the U.S., Canada, and Puerto Rico, with a focus on maximizing cost savings and enhancing recycling rates [7][8].