Core Insights - Kimberly-Clark reported a revenue of $4.08 billion for the quarter ended December 2025, reflecting a decline of 17.2% year-over-year [1] - The company's EPS was $1.86, an increase from $1.50 in the same quarter last year, resulting in an EPS surprise of +33.57% against a consensus estimate of $1.39 [1] Financial Performance Metrics - The revenue of $4.08 billion was slightly below the Zacks Consensus Estimate of $4.12 billion, indicating a surprise of -0.98% [1] - Key metrics showed a volume impact year-over-year change of 2.5%, aligning with the average estimate of four analysts [4] - Organic net sales year-over-year change was 0.8%, below the average estimate of 2.7% by four analysts [4] - The net price impact for North America showed a year-over-year change of -1%, compared to an estimated 0.2% by four analysts [4] - The stock has returned +0.1% over the past month, underperforming the Zacks S&P 500 composite's +0.4% change [3] - Kimberly-Clark currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3]

Financial Performance - NBT Bancorp reported revenue of $185.73 million for the quarter ended December 2025, reflecting a 24.5% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $1.05, up from $0.77 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $181.94 million by 2.08% [1] - The company delivered an EPS surprise of 6.42%, with the consensus EPS estimate being $0.99 [1] Key Metrics - Net interest margin (FTE) was reported at 3.7%, slightly above the average estimate of 3.6% [4] - Total interest-earning assets averaged $14.77 billion, compared to the average estimate of $14.72 billion [4] - Total Noninterest Income was $49.7 million, exceeding the average estimate of $47.42 million [4] - Bank owned life insurance income was $3.58 million, surpassing the average estimate of $2.77 million [4] - Insurance services income was $3.92 million, slightly below the average estimate of $4.32 million [4] - Retirement plan administration fees were $14.1 million, compared to the average estimate of $14.28 million [4] - Wealth management income was $12.03 million, exceeding the average estimate of $11.19 million [4] - Other income was reported at $4.59 million, above the average estimate of $3.72 million [4] - Service charges on deposit accounts were $5.15 million, slightly above the average estimate of $5.08 million [4] - Net interest income (FTE) was $136.02 million, compared to the average estimate of $134.81 million [4] - Card services income was $6.21 million, exceeding the average estimate of $6.04 million [4] Stock Performance - Shares of NBT have returned 2.2% over the past month, outperforming the Zacks S&P 500 composite's 0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Viewpoint - Honeywell International Inc. is expected to report quarterly earnings of $2.54 per share, reflecting a 2.8% increase year-over-year, with revenues projected at $10.16 billion, a 0.7% increase from the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised downward by 0.2%, indicating a collective reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Estimates by Segment - Analysts estimate 'Net Sales- Energy and Sustainability Solutions' at $1.20 billion, down 30.7% from the prior year [5]. - 'Net Sales- Aerospace Technologies' is projected to reach $4.74 billion, an increase of 18.8% year-over-year [5]. - The consensus for 'Net Sales- Industrial Automation' stands at $2.32 billion, reflecting a 9.7% decline [6]. - 'Net Sales- Building Automation' is expected to be $1.92 billion, indicating a 6.8% increase [6]. - 'Net Sales- Corporate and All Other' is estimated at $3.44 million, down 31.2% year-over-year [6]. Additional Segment Insights - 'Net Sales- Industrial Automation- Warehouse and Workflow Solutions' is projected at $226.53 million, a decrease of 2.8% [7]. - 'Net Sales- Energy and Sustainability Solutions sales- UOP' is expected to reach $979.25 million, reflecting a 20.3% increase [7]. - 'Net Sales- Energy and Sustainability Solutions sales- Advanced Materials' is estimated at $281.24 million, down 69.4% [8]. - 'Net Sales- Aerospace Technologies- Defense and Space' is projected to be $2.17 billion, an increase of 21% [8]. - 'Net Sales- Aerospace Technologies- Commercial Aviation Original Equipment' is expected at $457.45 million, reflecting a significant increase of 73.3% year-over-year [9]. - 'Net Sales- Industrial Automation- Process Solutions' is estimated at $1.48 billion, down 6.8% [9]. - 'Net Sales- Industrial Automation- Productivity Solutions and Services' is projected to be $274.30 million, indicating a 6.4% decline [10]. Stock Performance - Honeywell International shares have increased by 12.2% over the past month, compared to a 0.2% increase in the Zacks S&P 500 composite [10].

Financial Performance - FS Bancorp reported revenue of $40.01 million for the quarter ended December 2025, marking a year-over-year increase of 12% [1] - The earnings per share (EPS) for the same period was $1.10, compared to $0.92 a year ago, indicating growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $38.65 million by 3.52%, while the EPS fell short of the consensus estimate of $1.13 by 2.37% [1] Key Metrics - The net interest margin was reported at 4.4%, matching the average estimate from two analysts [4] - The efficiency ratio was 65.1%, slightly better than the average estimate of 65.6% from two analysts [4] - Total non-interest income was $6.39 million, surpassing the average estimate of $4.85 million based on two analysts [4] - Net interest income was reported at $33.62 million, slightly below the average estimate of $33.85 million from two analysts [4] Stock Performance - FS Bancorp shares have returned +3% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of +0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Maximus reported revenue of $1.32 billion for the quarter ended September 2025, reflecting a year-over-year increase of 0.2% [1] - The earnings per share (EPS) for the quarter was $1.62, up from $1.46 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate by 1.52%, while the EPS also missed the consensus estimate by 0.61% [1] Revenue Breakdown - U.S. Federal Services revenue was $747.94 million, slightly below the average estimate of $750.39 million, with a year-over-year increase of 10.8% [4] - U.S. Services revenue was reported at $429.27 million, which is a decline of 7.4% compared to the previous year and below the estimated $454.98 million [4] - Revenue from outside the U.S. was $141.11 million, exceeding the average estimate of $133.36 million, but showing a significant year-over-year decline of 20.4% [4] Stock Performance - Over the past month, Maximus shares have returned -11.2%, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - McGraw Hill, Inc. reported revenue of $669.19 million for the quarter ended September 2025, showing no change compared to the same period last year, with an EPS of $1.40 compared to $0 in the year-ago quarter [1] - The revenue exceeded the Zacks Consensus Estimate of $638.76 million by 4.76%, and the EPS surprised by 300% against the consensus estimate of $0.35 [1] Revenue Breakdown - K-12 revenue was $359.15 million, slightly below the two-analyst average estimate of $360.48 million [4] - International revenue reached $50.35 million, compared to the average estimate of $52.5 million based on two analysts [4] - Global Professional revenue was $39.81 million, in line with the average estimate of $39.85 million [4] - Higher Education revenue was $212.96 million, significantly above the two-analyst average estimate of $182.65 million [4] Stock Performance - Over the past month, shares of McGraw Hill, Inc. have returned -9.8%, while the Zacks S&P 500 composite increased by 4.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - CAE reported revenue of $897.99 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.8% and a surprise of +9.1% over the Zacks Consensus Estimate of $823.11 million [1] - The earnings per share (EPS) for the quarter was $0.17, slightly down from $0.18 in the same quarter last year, with an EPS surprise of +21.43% compared to the consensus estimate of $0.14 [1] Financial Performance - Revenue increased by 7.8% year-over-year to $897.99 million [1] - EPS decreased to $0.17 from $0.18 year-over-year [1] - Revenue exceeded Zacks Consensus Estimate by 9.1% [1] - EPS surpassed consensus estimate by 21.43% [1] Market Performance - CAE shares returned -1.6% over the past month, underperforming the Zacks S&P 500 composite, which increased by +4.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3] Civil Aviation Metrics - Simulator equivalent units (SEU) reported at 297, slightly below the estimated 300 [4] - Full Flight Simulator (FFS) deliveries were 12, compared to the estimated 13 [4] - Utilization rate for Civil Aviation was 64%, below the average estimate of 68.7% [4] - FFSs in CAE's network matched the average estimate of 369 [4]

Core Insights - PowerFleet reported a revenue of $111.68 million for the quarter ended September 2025, marking a 45% increase year-over-year and exceeding the Zacks Consensus Estimate by 5.77% [1] - The company's EPS was $0.02, a turnaround from -$0.02 in the same quarter last year, although it fell short of the consensus estimate of $0.05 by 60% [1] Revenue Breakdown - Service revenue reached $89.31 million, surpassing the average estimate of $87.42 million by analysts, reflecting a year-over-year increase of 57.4% [4] - Product revenue was reported at $22.37 million, exceeding the average estimate of $18.93 million, with a year-over-year growth of 10.2% [4] Profit Metrics - Gross profit from product sales was $7.05 million, significantly higher than the average estimate of $5.11 million from analysts [4] - Gross profit from service sales was $55.54 million, slightly below the average estimate of $57 million [4] Stock Performance - Over the past month, PowerFleet's shares have returned +4.9%, outperforming the Zacks S&P 500 composite's +0.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Enterprise Products Partners (EPD) reported a revenue of $12.02 billion for the quarter ended September 2025, reflecting a year-over-year decline of 12.7% and a surprise of -4.53% compared to the Zacks Consensus Estimate of $12.59 billion [1] - The earnings per share (EPS) for the same period was $0.61, down from $0.65 a year ago, with an EPS surprise of -8.96% against the consensus estimate of $0.67 [1] Financial Performance - The stock has returned -0.9% over the past month, underperforming the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 4 (Sell) [3] - Key metrics for NGL Pipelines & Services showed mixed results, with NGL fractionation volumes per day at 1,636 million barrels, below the estimated 1,719.13 million barrels [4] - Fee-based natural gas processing volumes per day were reported at 7,454 million barrels, also below the average estimate of 7,711.24 million barrels [4] - NGL pipeline transportation volumes per day were 4,694 million barrels, slightly above the estimated 4,562.86 million barrels [4] - Natural gas transportation volumes per day reached 21,027 BBtu/D, exceeding the average estimate of 20,722.93 BBtu/D [4] Gross Operating Margins - Gross operating margin for NGL Pipelines & Services was $1.3 billion, slightly below the estimated $1.37 billion [4] - Crude Oil Pipelines & Services reported a gross operating margin of $371 million, below the average estimate of $377 million [4] - Natural Gas Pipelines & Services had a gross operating margin of $339 million, significantly lower than the average estimate of $402.33 million [4] - Petrochemical & Refined Products Services reported a gross operating margin of $370 million, above the average estimate of $343.04 million [4]

Core Insights - Inseego reported a revenue of $45.89 million for the quarter ended September 2025, reflecting a decline of 15.1% year-over-year, while EPS improved to $0.12 from -$0.07 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $41.97 million by 9.36%, but the EPS fell short of the consensus estimate of $0.28 by 57.14% [1] Revenue Breakdown - Mobile solutions revenue was $16.04 million, surpassing the average estimate of $14.2 million, but showing a significant decline of 50.3% year-over-year [4] - Product revenues reached $33.69 million, exceeding the average estimate of $29.6 million, with a year-over-year decrease of 19.8% [4] - Services and other revenues were reported at $12.21 million, slightly above the estimated $12.1 million, marking a year-over-year increase of 1.5% [4] - Fixed wireless access solutions generated $17.65 million, exceeding the average estimate of $15.4 million, and showing a substantial year-over-year growth of 81.5% [4] Stock Performance - Inseego's shares have declined by 11.3% over the past month, contrasting with a 1.3% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]