Group 1: Earnings Performance - Elanco Animal Health reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, but down from $0.30 per share a year ago, representing an earnings surprise of +30.00% [1] - The company posted revenues of $1.24 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.67% and up from $1.18 billion year-over-year [2] - Over the last four quarters, Elanco has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Elanco Animal Health shares have increased approximately 15.2% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [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 these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.13 on revenues of $1.08 billion, and for the current fiscal year, it is $0.84 on revenues of $4.55 billion [7] Group 3: Industry Context - The Medical - Outpatient and Home Healthcare industry, to which Elanco belongs, is currently in the top 27% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Perimeter Solutions, SA reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, and showing significant growth from $0.14 per share a year ago, indicating a strong performance in the recent quarter [1][2] Financial Performance - The company achieved revenues of $162.64 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 21.60% and increasing from $127.28 million year-over-year [2] - Over the last four quarters, Perimeter Solutions has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - Perimeter Solutions shares have increased approximately 23.8% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.77 on revenues of $261.38 million, and for the current fiscal year, it is $1.14 on revenues of $543.16 million [7] - The outlook for the Chemical - Specialty industry, where Perimeter Solutions operates, is currently in the bottom 39% of Zacks industries, which may impact stock performance [8]

Group 1 - Celsius Holdings Inc. reported quarterly earnings of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.28 per share a year ago, resulting in an earnings surprise of +104.35% [1] - The company achieved revenues of $739.26 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 14.53%, and up from $401.98 million year-over-year [2] - Celsius shares have increased approximately 62.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $641.63 million, while for the current fiscal year, the estimate is $0.83 on revenues of $2.21 billion [7] - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stocks in this sector [8] Group 3 - The estimate revisions trend for Celsius was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6]

Core Viewpoint - Hamilton Insurance reported quarterly earnings of $1.55 per share, significantly exceeding the Zacks Consensus Estimate of $1.01 per share, marking an earnings surprise of +53.47% [1] - The company also posted revenues of $740.77 million for the quarter, surpassing the Zacks Consensus Estimate by 25.20% [2] Financial Performance - The earnings of $1.55 per share represent an increase from $1.20 per share a year ago [1] - Over the last four quarters, Hamilton Insurance has surpassed consensus EPS estimates three times and topped revenue estimates two times [2] - The company has seen a year-to-date stock price increase of approximately 11.3%, outperforming the S&P 500's gain of 7.1% [3] Future Outlook - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates of $0.65 for the upcoming quarter and $3.23 for the current fiscal year [7] - The Zacks Rank for Hamilton Insurance is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Insurance - Multi line industry is currently ranked in the top 39% of Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Company Performance - Kodiak Gas Services (KGS) reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and up from $0.23 per share a year ago [1][2] - The earnings surprise for the quarter was +6.52%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenues for the quarter were $322.84 million, which missed the Zacks Consensus Estimate by 2.46%, but increased from $309.65 million year-over-year [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.48, with expected revenues of $339.78 million, and for the current fiscal year, the EPS estimate is $2.13 on revenues of $1.35 billion [8] - The estimate revisions trend for Kodiak Gas was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - Kodiak Gas operates within the Oil and Gas - Mechanical and Equipment industry, which is currently ranked in the top 41% of over 250 Zacks industries [9] - The industry has shown a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the performance of Kodiak Gas may be influenced by broader industry trends [6][9]

分组1 - Enhabit reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company posted revenues of $266.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.14%, and showing an increase from $260.6 million year-over-year [2] - Enhabit shares have underperformed the market, losing about 14.3% since the beginning of the year compared to the S&P 500's gain of 7.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.11 on revenues of $266.82 million, and for the current fiscal year, it is $0.44 on revenues of $1.06 billion [7] - The Medical Services industry, to which Enhabit belongs, is currently in the top 30% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Auna S.A., another company in the same industry, is expected to report quarterly earnings of $0.16 per share, reflecting a year-over-year change of +433.3%, with revenues expected to be $314.67 million, up 7.8% from the previous year [9]

Core Viewpoint - BrightView Holdings reported quarterly earnings of $0.3 per share, missing the Zacks Consensus Estimate of $0.33 per share, representing an earnings surprise of -9.09% [1] - The company posted revenues of $708.3 million for the quarter, missing the Zacks Consensus Estimate by 2.1% and down from $738.8 million a year ago [2] Financial Performance - Over the last four quarters, BrightView has surpassed consensus EPS estimates only once [2] - The company has topped consensus revenue estimates two times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $0.33 on revenues of $717.4 million, and for the current fiscal year, it is $0.84 on revenues of $2.7 billion [7] Stock Performance - BrightView shares have increased by approximately 0.8% since the beginning of the year, compared to the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Industry Outlook - The Business - Services industry, to which BrightView belongs, is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact BrightView's stock performance [5]

Company Performance - SiTime reported quarterly earnings of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and up from $0.12 per share a year ago, representing an earnings surprise of +62.07% [1] - The company posted revenues of $69.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 7.51%, compared to revenues of $43.87 million in the same quarter last year [2] - Over the last four quarters, SiTime has consistently surpassed consensus EPS estimates [2] Stock Outlook - SiTime shares have underperformed the market, losing about 7.8% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $72.44 million, and for the current fiscal year, it is $1.60 on revenues of $275.1 million [7] Industry Context - SiTime operates within the Zacks Electronics - Miscellaneous Products industry, which is currently ranked in the bottom 38% of over 250 Zacks industries [8] - The performance of SiTime's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

分组1 - Talos Energy reported a quarterly loss of $0.27 per share, aligning with the Zacks Consensus Estimate, compared to earnings of $0.03 per share a year ago [1] - The company posted revenues of $424.72 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.85%, and down from $549.16 million year-over-year [2] - Talos Energy shares have declined approximately 18.3% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] 分组2 - The earnings outlook for Talos Energy is mixed, with the current consensus EPS estimate for the coming quarter at -$0.37 on revenues of $415.7 million, and -$0.89 on revenues of $1.8 billion for the current fiscal year [7] - The Zacks Industry Rank for Oil and Gas - Exploration and Production - United States is in the bottom 27% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Group 1 - Exact Sciences reported quarterly earnings of $0.22 per share, exceeding the Zacks Consensus Estimate of a loss of $0.02 per share, and showing a significant improvement from a loss of $0.09 per share a year ago, resulting in an earnings surprise of +1,200.00% [1] - The company achieved revenues of $811.09 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.78% and increasing from $699.26 million in the same quarter last year [2] - Over the last four quarters, Exact Sciences has surpassed consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Group 2 - Despite the positive earnings report, Exact Sciences shares have declined approximately 15.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [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 these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $795.04 million, and for the current fiscal year, it is $0.16 on revenues of $3.1 billion [7] Group 3 - The Zacks Industry Rank indicates that the Medical - Biomedical and Genetics sector is currently in the bottom 42% of over 250 Zacks industries, which may impact the stock's performance [8] - A favorable trend in estimate revisions for Exact Sciences prior to the earnings release has resulted in a Zacks Rank 2 (Buy), suggesting that the shares are expected to outperform the market in the near future [6]