Core Insights - Waste Management, Inc. (WM) has a market capitalization of $87.6 billion and is a leading provider of waste management and environmental solutions in North America and internationally [1] Financial Performance - WM is expected to release its fiscal Q3 2025 results on October 27, with analysts projecting an adjusted EPS of $2.03, reflecting a 3.6% increase from $1.96 in the same quarter last year [2] - For fiscal 2025, analysts forecast an adjusted EPS of $7.57, which is a 4.7% increase from $7.23 in fiscal 2024, and a further rise to $8.51 in fiscal 2026, representing a 12.4% year-over-year growth [3] Stock Performance - WM stock has increased by 5.3% over the past 52 weeks, underperforming compared to the S&P 500 Index's 17.4% return and the Industrial Select Sector SPDR Fund's 14.5% gain during the same period [4] - Following the release of Q2 2025 results, WM shares rose by 3.4%, with adjusted earnings reported at $1.92 per share and revenue at $6.43 billion, exceeding forecasts [5] Analyst Ratings - The consensus rating for WM stock is "Moderate Buy," with 13 analysts recommending "Strong Buy," one suggesting "Moderate Buy," and 11 providing a "Hold" rating [6] - The average analyst price target for Waste Management is $259.68, indicating a potential upside of 18.3% from current levels [6]

Core Insights - Genuine Parts Company (GPC) is set to announce its fiscal third-quarter earnings for 2025 on October 21, with a market cap of $19.3 billion [1] - Analysts predict GPC will report a profit of $2.02 per share, reflecting a 7.5% increase from $1.88 per share in the same quarter last year [2] - For the full fiscal year, GPC's expected EPS is $7.67, a decrease of 6% from $8.16 in fiscal 2024, but projected to rise to $8.43 in fiscal 2026, marking a 9.9% year-over-year increase [3] Performance Analysis - GPC's stock has underperformed compared to the S&P 500 Index, which gained 17.9% over the past 52 weeks, with GPC shares showing only marginal increases [4] - Following the Q2 results announcement on July 22, GPC shares rose by 7.6%, with adjusted EPS of $2.10 exceeding expectations of $2.08 and revenue reaching $6.2 billion, surpassing forecasts of $6.1 billion [5] Analyst Ratings - The consensus opinion on GPC stock is moderately bullish, with a "Moderate Buy" rating; out of 12 analysts, five recommend a "Strong Buy," six suggest a "Hold," and one advises a "Strong Sell" [6] - The average analyst price target for GPC is $144.62, indicating a potential upside of 6.3% from current levels [6]

UnitedHealth Group Incorporated (UNH), headquartered in Minnetonka, Minnesota, owns and manages organized health systems. With a market cap of $324.9 billion, the company provides employers with products and resources to plan and administer employee benefit programs serving customers worldwide. The health insurance giant is expected to announce its fiscal third-quarter earnings for 2025 before the market opens on Tuesday, Oct. 28. Ahead of the event, analysts expect UNH to report a profit of $2.87 per sha ...

Core Insights - Arch Capital Group Ltd. (ACGL) has a market capitalization of $34.1 billion and is a significant player in the financial services sector, providing various insurance products [1] - The company is set to announce its fiscal third-quarter earnings for 2025 on October 27, 2025, after market close [1] Earnings Expectations - Analysts anticipate ACGL will report a diluted earnings per share (EPS) of $1.80, reflecting a 9.6% decrease from $1.99 in the same quarter last year [2] - For the current fiscal year, the expected EPS is $8.15, down 12.2% from $9.28 in fiscal 2024, but projected to rise 14.2% year-over-year to $9.31 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, ACGL's stock has declined by 12.7%, underperforming the S&P 500 Index, which gained 17.9%, and the Financial Select Sector SPDR Fund, which rose by 19.3% [4] Recent Financial Results - In Q2 2025, ACGL reported a 15% year-over-year increase in net premiums written, totaling $4.35 billion, surpassing Wall Street expectations [5] - Underwriting income increased by 7.3% year-over-year to $818 million, and adjusted EPS was $2.58, exceeding consensus estimates by 11.7% [5] Analyst Ratings - The consensus opinion on ACGL stock is moderately bullish, with a "Moderate Buy" rating; out of 20 analysts, ten recommend a "Strong Buy," nine suggest a "Hold," and one advises a "Strong Sell" [6] - The average analyst price target for ACGL is $107.18, indicating a potential upside of 13.9% from current levels [6]

Core Insights - Lennox International Inc. (LII) is a leading player in the HVACR solutions market with a market cap of $19.3 billion, offering a variety of climate control products under well-known brands [1] - The company is set to release its fiscal Q3 2025 earnings on October 22, with analysts expecting an EPS of $7.26, reflecting an 8.7% increase from the previous year [2] - For fiscal 2025, LII is projected to achieve an EPS of $23.92, a 5.9% rise from fiscal 2024, with further growth anticipated in fiscal 2026 [3] Financial Performance - In Q2 2025, LII reported a revenue increase of 3% to $1.5 billion and an operating income rise of 11% to $354 million, resulting in an EPS of $7.82, surpassing analyst expectations [5] - Management has raised the full-year 2025 guidance, forecasting a revenue growth of 3% and an adjusted EPS range of $23.25 to $24.25 [6] Stock Performance and Analyst Ratings - LII stock has seen a decline of 6.6% over the past 52 weeks, underperforming compared to the S&P 500 Index's 17.2% return and the Industrial Select Sector SPDR Fund's 14.5% gain [4] - The consensus rating for LII stock is cautious, with an overall "Hold" rating from analysts; the average price target is $652.27, indicating a potential upside of 17.6% [6]

Core Insights - United Rentals, Inc. (URI) is a leading equipment rental company with a market capitalization of $63.1 billion, providing a wide range of equipment and services across various sectors [1] - The company is expected to report Q3 earnings soon, with analysts predicting a profit of $12.43 per share, reflecting a 5.3% increase from the previous year's $11.80 per share [2] Financial Performance - For fiscal 2025, analysts anticipate an EPS of $43.92, which is a 1.7% increase from $43.17 in fiscal 2024, with a projected annual growth of 9% to $47.86 in fiscal 2026 [3] - In Q2, United Rentals reported revenue of $3.9 billion, marking a 4.5% year-over-year increase, and adjusted EPS of $10.47, slightly missing expectations [5] Market Sentiment and Stock Performance - URI stock has increased by 24.3% over the past 52 weeks, outperforming the S&P 500 Index's 17.8% rise and the Industrial Select Sector SPDR Fund's 14.7% increase [4] - The positive stock performance is attributed to stable topline growth and strong demand in data center construction [5] Guidance and Share Repurchase - The company raised its full-year guidance and announced a $400 million increase to its 2025 share repurchase program, bringing the total to $1.9 billion [6] - Revenue outlook has been adjusted to a range of $15.8 billion to $16.1 billion, up from the previous range of $15.6 billion to $16.1 billion [6] Analyst Ratings - The consensus opinion on URI stock is moderately positive, with a "Moderate Buy" rating from 20 analysts, including 11 recommending "Strong Buy" and one suggesting "Strong Sell" [7]

Core Insights - L3Harris Technologies, Inc. (LHX) is valued at a market cap of $55.6 billion and operates in the aerospace and defense technology sector, offering a range of products including communications systems, ISR, sensors, avionics, and electronic warfare systems [1] - The company is set to announce its fiscal Q3 earnings for 2025 on October 30, with analysts predicting a profit of $2.60 per share, a decrease of 22.2% from the previous year's $3.34 per share [2] - For fiscal 2025, LHX is expected to report a profit of $10.50 per share, down 19.9% from $13.10 in fiscal 2024, but is projected to rebound to $12.32 in fiscal 2026, reflecting a year-over-year growth of 17.3% [3] Performance Metrics - LHX shares have increased by 22.3% over the past 52 weeks, outperforming the S&P 500 Index's 17.8% and the Industrial Select Sector SPDR Fund's 14.7% [4] - Following the release of better-than-expected Q2 2025 earnings, LHX shares rose by 1.3%. The company reported revenue of $5.4 billion and adjusted EPS of $2.78, exceeding consensus estimates, with a year-over-year revenue growth of 2.4% and a bottom line improvement of 15.8% [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" rating for LHX, with 12 out of 18 analysts recommending "Strong Buy" and 6 suggesting "Hold." The mean price target for LHX is $301.67, indicating a potential upside of 1.4% from current levels [6]

Company Overview - Interactive Brokers Group, Inc. (IBKR) has a market capitalization of $120.3 billion and operates as a leading automated electronic broker for both institutional and individual investors globally, offering low-cost trading and a variety of services across multiple asset classes including stocks, options, futures, forex, bonds, mutual funds, ETFs, precious metals, and cryptocurrencies [1] Earnings Expectations - The company is set to announce its fiscal Q3 2025 earnings results on October 16, with analysts predicting an adjusted EPS of $0.49, reflecting an 11.4% increase from $0.44 in the same quarter last year [2] - For the entire fiscal year 2025, analysts expect an adjusted EPS of $1.95, which represents a 10.8% growth from $1.76 in fiscal 2024 [3] Stock Performance - Over the past 52 weeks, shares of Interactive Brokers have increased nearly 99%, outperforming the S&P 500 Index's 17.6% rise and the iShares U.S. Financials ETF's 20.9% return during the same period [4] - Following the Q2 2025 results announcement on July 17, shares surged by 7.8%, with an adjusted EPS of $0.51 and net revenues of $1.48 billion, both exceeding estimates. This growth was driven by a 49% increase in daily average revenue trades (DARTs) to 3.55 million and a 32% rise in customer accounts to 3.87 million [5] Analyst Ratings - The consensus among analysts regarding IBKR stock is bullish, with an overall "Strong Buy" rating. Out of nine analysts, seven recommend "Strong Buy" and two suggest a "Hold," indicating a more bullish sentiment compared to three months ago when six analysts recommended "Strong Buy" [6] - Currently, the stock is trading above the average analyst price target of $68.50 [6]

Core Viewpoint - Charles Schwab Corporation (SCHW) is set to announce its fiscal third-quarter earnings for 2025, with expectations of strong profit growth and continued outperformance in the financial services sector [1][2]. Financial Performance Expectations - Analysts anticipate SCHW to report a profit of $1.22 per share on a diluted basis, reflecting a 58.4% increase from $0.77 per share in the same quarter last year [2]. - For the full fiscal year, EPS is expected to reach $4.65, marking a 43.1% increase from $3.25 in fiscal 2024, with further growth projected to $5.42 in fiscal 2026, a 16.6% year-over-year rise [3]. Stock Performance - SCHW stock has outperformed the S&P 500 Index, gaining 46.3% over the past 52 weeks compared to the index's 17.6% increase [4]. - The stock also surpassed the Financial Select Sector SPDR Fund's (XLF) 18.2% gains during the same period [4]. Drivers of Outperformance - Key factors contributing to SCHW's strong performance include robust asset management and trading revenues, increased net interest income, and growth in brokerage accounts [5]. - Additional contributors are declining funding costs, strategic acquisitions, and higher advice solution fees [5]. Analyst Sentiment - The consensus opinion on SCHW stock is moderately bullish, with a "Moderate Buy" rating overall from 22 analysts [7]. - Among these analysts, 13 recommend a "Strong Buy," four suggest a "Moderate Buy," three give a "Hold," one recommends a "Moderate Sell," and one advocates a "Strong Sell" [7]. - The average analyst price target for SCHW is $108, indicating a potential upside of 16.5% from current levels [7].

Core Insights - Veralto Corporation (VLTO) is valued at a market cap of $26.3 billion and specializes in water analytics, treatment, marking and coding, and packaging solutions [1] - The company is set to announce its fiscal Q3 earnings for 2025 on October 22 [1] Financial Performance - Analysts expect VLTO to report a profit of $0.95 per share for Q3 2025, reflecting a 6.7% increase from $0.89 per share in the same quarter last year [2] - For fiscal 2025, the expected profit is $3.78 per share, up 6.8% from $3.54 in fiscal 2024, with further growth anticipated to $4.15 per share in fiscal 2026, representing a 9.8% year-over-year increase [3] Recent Developments - In Q2, Veralto's total sales reached $1.4 billion, marking a 6.4% year-over-year increase and exceeding consensus estimates by 2.2% [5] - The adjusted EPS for Q2 was $0.93, which is a 9.4% improvement from the previous year and surpassed analyst estimates by 4.5% [5] Stock Performance - Over the past 52 weeks, Veralto's shares have declined by 4.3%, underperforming compared to the S&P 500 Index's 17.6% rise and the Industrial Select Sector SPDR Fund's 14% increase [4] - Following the release of better-than-expected Q2 results, shares surged by 1.9% in the subsequent trading session [5] Analyst Sentiment - Wall Street analysts maintain a "Moderate Buy" rating for VLTO, with 10 out of 18 analysts recommending "Strong Buy" and 8 suggesting "Hold" [6] - The mean price target for Veralto is $116.62, indicating a potential upside of 9.5% from current levels [6]