Fox Factory Holding (FOXF) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +42.86%. A quarter ago, it was expected that this vehicle suspension maker would post earnings of $0.56 per share when it actually produced earnings of $0.23, delivering a surprise of -58.93%.Over the last four ...

Group 1 - Westport Innovations (WPRT) has shown strong year-to-date performance, gaining approximately 38.9%, significantly outperforming the average gain of 13% in the Auto-Tires-Trucks sector [4] - The Zacks Rank for Westport Innovations is currently 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for WPRT's full-year earnings has increased by 4.8% over the past three months, reflecting improved analyst sentiment [4] Group 2 - Westport Innovations is part of the Automotive - Original Equipment industry, which has underperformed with an average loss of 2.4% this year, highlighting WPRT's relative strength [6] - Xos, Inc. (XOS) is another stock in the Auto-Tires-Trucks sector that has outperformed, with a year-to-date increase of 23.8% and a Zacks Rank of 1 (Strong Buy) [5] - The Automotive - Domestic industry, to which Xos belongs, has performed better overall, with a gain of 15.6% this year [6]

分组1 - Harley-Davidson reported quarterly earnings of $3.1 per share, exceeding the Zacks Consensus Estimate of $1.38 per share, and showing a significant increase from $0.91 per share a year ago, resulting in an earnings surprise of +124.64% [1] - The company achieved revenues of $1.08 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.98%, compared to revenues of $881.21 million in the same quarter last year [2] - Over the last four quarters, Harley-Davidson has surpassed consensus EPS estimates two times and topped consensus revenue estimates once [2] 分组2 - The stock has underperformed the market, losing about 10% since the beginning of the year, while the S&P 500 has gained 16.5% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $616.82 million, and for the current fiscal year, it is $3.75 on revenues of $3.75 billion [7] 分组3 - The Zacks Industry Rank indicates that the Automotive - Domestic sector is currently in the bottom 41% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5] - The estimate revisions trend for Harley-Davidson was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6]

Industry Overview - The Zacks Domestic Auto industry encompasses companies involved in designing, manufacturing, and retailing various types of vehicles, including passenger cars, trucks, and electric vehicles [3] - The industry is highly consumer cyclic and is undergoing significant transformation due to technological advancements and rapid digitization [3] Key Themes Shaping the Industry - New vehicle sales remained strong in August, with a seasonally adjusted annual rate exceeding 16 million, but rising vehicle prices and tariffs may slow momentum as affordability weakens [4] - The Federal Reserve's recent interest rate cut may not significantly alleviate high auto loan costs, with meaningful relief not expected until 2026 or later [5] - Electric vehicle sales surged to a record 146,332 units in August, driven by the impending expiration of the $7,500 EV tax credit, but demand may sharply decline once the incentives are removed [6] Industry Performance - The Zacks Automotive – Domestic industry currently holds a Zacks Industry Rank of 147, placing it in the bottom 40% of approximately 250 Zacks industries, indicating a negative earnings outlook [7][8] - Despite the overall weakness, the Domestic Auto industry has outperformed the Zacks S&P 500 composite and sector over the past year, gaining 31% compared to 24% for the sector and 18% for the S&P 500 [10] Current Valuation - The industry is trading at an EV/EBITDA ratio of 45.27X, significantly higher than the S&P 500's 18.34X and the sector's 22.83X, reflecting the debt-laden nature of automotive companies [13] Company Highlights Blue Bird Corporation (BLBD) - Blue Bird is a leader in low- and zero-emission school buses, with over 20,000 vehicles in operation and a strong demand for its products [17] - The company delivered a record 271 electric buses in the last quarter and raised its full-year adjusted EBITDA guidance to $205-$215 million, indicating a margin of approximately 14.5% [18] - The Zacks Consensus Estimate for BLBD's fiscal 2025 and 2026 sales implies year-over-year growth of 8% each, with bottom-line estimates suggesting improvements of 17% and 3% respectively [19] Xos, Inc. (XOS) - Xos specializes in fully electric, zero-emission medium- and heavy-duty trucks, with a growing customer base including major operators like UPS and FedEx [23] - The company reported a 50% year-over-year increase in deliveries, with revenues climbing 18.7% to $18.4 million, and generated positive free cash flow of $4.6 million [24] - The Zacks Consensus Estimate for XOS's 2025 and 2026 sales implies year-over-year growth of 3% and 25.5% respectively, with bottom-line estimates suggesting improvements of 46% and 27% [25]

Company Performance - Fox Factory Holding reported quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.43 per share, but showing an increase from $0.38 per share a year ago, resulting in an earnings surprise of -6.98% [1] - The company posted revenues of $374.86 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.60% and increasing from $348.49 million year-over-year [2] - Over the last four quarters, Fox Factory has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - The stock has underperformed the market, losing about 3.5% since the beginning of the year compared to the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the coming quarter is $0.61 on revenues of $371.05 million, and for the current fiscal year, it is $1.85 on revenues of $1.44 billion [7] - The estimate revisions trend for Fox Factory 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 Automotive - Domestic industry, to which Fox Factory belongs, is currently in the bottom 27% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Fox Factory's stock performance [5]

Company Performance - Harley-Davidson reported quarterly earnings of $0.88 per share, missing the Zacks Consensus Estimate of $0.99 per share, and down from $1.63 per share a year ago, representing an earnings surprise of -11.11% [1] - The company posted revenues of $1.05 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 7.04%, and down from $1.36 billion year-over-year [2] - Over the last four quarters, Harley-Davidson has surpassed consensus EPS estimates two times, but has not beaten consensus revenue estimates [2] Stock Performance - Harley-Davidson shares have lost approximately 23.8% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The current Zacks Rank for Harley-Davidson is 4 (Sell), indicating expected underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.94 on revenues of $1.02 billion, and for the current fiscal year, it is $2.79 on revenues of $3.78 billion [7] - The outlook for the Automotive - Domestic industry, to which Harley-Davidson belongs, is currently in the bottom 39% of over 250 Zacks industries, which may impact the stock's performance [8]

Company Overview - Harley-Davidson is facing significant challenges as the motorcycle industry experiences a demographic shift, with its core audience aging and younger consumers showing less interest in traditional motorcycles [2][3] - The company's LiveWire EV project has not generated sufficient interest or revenue to counterbalance the decline in traditional bike sales [3] Financial Performance - The latest earnings report indicated that Harley-Davidson's revenue missed expectations, with international sales particularly weak [3] - Analysts have revised earnings per share (EPS) estimates downward for both the current quarter and the full year, reflecting a bearish outlook [4] - Current year Zacks Consensus Estimates for EPS have decreased from $4.20 to $3.24, representing a contraction of 5.81%, alongside a sales contraction of 1.99% [4] Industry Context - The Automotive – Domestic industry, which includes Harley-Davidson, is ranked in the bottom 18% of the Zacks Industry Rank, indicating overall sector weakness [5] - Despite the challenges faced by Harley-Davidson, there are other companies within the industry, such as Xos and Zapp Electric Vehicles, that are performing better according to Zacks Rank [5]

Core Viewpoint - Xos, Inc. (XOS) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [4][6]. - For Xos, the recent upgrade reflects an improvement in the company's underlying business, suggesting that investor sentiment may lead to increased stock prices [5][10]. Earnings Estimate Revisions - Xos is projected to earn -$3.97 per share for the fiscal year ending December 2025, representing a year-over-year change of 40.7% [8]. - Over the past three months, the Zacks Consensus Estimate for Xos has increased by 5%, indicating a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a 'Strong Buy' or 'Buy' rating, highlighting their potential for market-beating returns [9][10]. - The upgrade of Xos to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a favorable position for potential price increases in the near term [10].