Core Insights - W.W. Grainger reported quarterly earnings of $10.21 per share, exceeding the Zacks Consensus Estimate of $9.93 per share, and showing an increase from $9.87 per share a year ago, resulting in an earnings surprise of +2.82% [1][2] - The company achieved revenues of $4.66 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.33% and up from $4.39 billion year-over-year [2] - W.W. Grainger's stock has underperformed the market, losing about 9.3% since the beginning of the year compared to the S&P 500's gain of 16% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $9.73 on revenues of $4.53 billion, while for the current fiscal year, the estimate is $39.51 on revenues of $18.03 billion [7] - The trend of estimate revisions for W.W. Grainger 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] Industry Context - The Industrial Services industry, to which W.W. Grainger belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, suggesting that the outlook for the industry can significantly impact the stock's performance [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]

分组1 - Piper Sandler Companies reported quarterly earnings of $3.82 per share, exceeding the Zacks Consensus Estimate of $2.96 per share, and showing an increase from $2.57 per share a year ago, resulting in an earnings surprise of +29.05% [1] - The company achieved revenues of $455.31 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 12.09%, compared to $359.57 million in the same quarter last year [2] - Piper Sandler Companies has consistently surpassed consensus EPS estimates over the last four quarters [2] 分组2 - The stock has increased approximately 9.1% since the beginning of the year, while the S&P 500 has gained 16% [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 $3.84 on revenues of $464.24 million, and for the current fiscal year, it is $13.84 on revenues of $1.66 billion [7] 分组3 - The Financial - Investment Bank industry, to which Piper Sandler belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Piper Sandler was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

分组1 - SiriusPoint reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.51 per share, and showing a significant increase from $0.03 per share a year ago, resulting in an earnings surprise of +41.18% [1] - The company achieved revenues of $755.9 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.95%, and up from $562.2 million year-over-year [2] - Over the last four quarters, SiriusPoint has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] 分组2 - The stock has gained approximately 11.4% since the beginning of the year, while the S&P 500 has increased by 17.2% [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 $0.55 on revenues of $743.1 million, and for the current fiscal year, it is $2.23 on revenues of $2.95 billion [7] 分组3 - The Zacks Industry Rank places the Insurance - Multi line sector in the top 28% of over 250 Zacks industries, indicating a favorable outlook for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that tracking these revisions can be beneficial for investors [5] - SiriusPoint currently holds a Zacks Rank 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6]

Core Insights - Fortune Brands Innovations (FBIN) reported quarterly earnings of $1.09 per share, missing the Zacks Consensus Estimate of $1.1 per share, and down from $1.16 per share a year ago [1][2] - The company posted revenues of $1.15 billion for the quarter ended September 2025, which was 2.43% below the Zacks Consensus Estimate and a slight decrease from $1.16 billion year-over-year [3] - The stock has underperformed significantly, losing about 27.2% since the beginning of the year compared to a 17.2% gain in the S&P 500 [4] Earnings Performance - The earnings surprise for the recent quarter was -0.91%, while the previous quarter saw a positive surprise of +2.04% [2] - Over the last four quarters, the company has only surpassed consensus EPS estimates once [2][3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $1.12 billion, and for the current fiscal year, it is $3.78 on revenues of $4.54 billion [8] - The estimate revisions trend for Fortune Brands Innovations was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Industry Context - Fortune Brands Innovations operates within the Zacks Building Products - Air Conditioner and Heating industry, which is currently ranked in the bottom 16% of over 250 Zacks industries [9] - The performance of the stock may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform the bottom-ranked ones by a significant margin [9]

Core Insights - AptarGroup (ATR) reported quarterly earnings of $1.62 per share, exceeding the Zacks Consensus Estimate of $1.57 per share, and up from $1.49 per share a year ago, representing an earnings surprise of +3.18% [1] - The company achieved revenues of $961.13 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.91% and increasing from $909.29 million year-over-year [2] - AptarGroup has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The sustainability of AptarGroup's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.44 on revenues of $907.95 million, and for the current fiscal year, it is $5.88 on revenues of $3.71 billion [7] Industry Context - The Containers - Paper and Packaging industry, to which AptarGroup belongs, is currently ranked in the bottom 33% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact AptarGroup's performance [5]

Core Insights - AppFolio reported quarterly earnings of $1.31 per share, missing the Zacks Consensus Estimate of $1.45 per share, representing an earnings surprise of -9.66% [1] - The company posted revenues of $249.35 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.52% and showing a year-over-year increase from $205.73 million [2] - AppFolio has underperformed the market, with shares down about 3.3% year-to-date compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.34 on revenues of $244 million, and for the current fiscal year, it is $5.36 on revenues of $942.91 million [7] - The estimate revisions trend for AppFolio 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 Internet - Software industry, to which AppFolio belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [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 - SPS Commerce (SPSC) reported quarterly earnings of $1.13 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, and up from $0.92 per share a year ago [1] - The earnings surprise was +14.14%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter was $189.9 million, slightly missing the Zacks Consensus Estimate by 1.33%, but up from $163.69 million year-over-year [3] Earnings Performance - The company has consistently outperformed consensus EPS estimates, achieving this in four consecutive quarters [2] - The revenue performance has also been strong, with three out of the last four quarters exceeding consensus revenue estimates [3] Stock Performance and Outlook - SPS Commerce shares have declined approximately 42.8% year-to-date, contrasting with a 17.2% gain in the S&P 500 [4] - The current Zacks Rank for SPS Commerce is 4 (Sell), indicating expectations of underperformance in the near future [7] Future Earnings Expectations - The consensus EPS estimate for the upcoming quarter is $1.04, with projected revenues of $199.85 million, and for the current fiscal year, the EPS estimate is $4.04 on revenues of $761.27 million [8] Industry Context - The Business - Services industry, to which SPS Commerce belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, which may negatively impact stock performance [9]

Core Insights - First Business Financial Services (FBIZ) reported quarterly earnings of $1.7 per share, exceeding the Zacks Consensus Estimate of $1.39 per share and up from $1.24 per share a year ago [1][2] - The company achieved a revenue of $44.53 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.10% and increasing from $38.07 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +22.30%, with the company having surpassed consensus EPS estimates three times over the last four quarters [2] - The current consensus EPS estimate for the upcoming quarter is $1.43, with expected revenues of $43.1 million, and for the current fiscal year, the estimate is $5.49 on revenues of $167.37 million [8] Stock Performance and Outlook - Shares of First Business Financial Services have increased by approximately 7.1% since the beginning of the year, compared to a 17.2% gain in the S&P 500 [4] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [7] Industry Context - The Banks - Midwest industry, to which First Business Financial Services belongs, is currently ranked in the top 15% of over 250 Zacks industries, suggesting a favorable industry outlook [9]

Core Insights - Reinsurance Group (RGA) reported quarterly earnings of $6.37 per share, exceeding the Zacks Consensus Estimate of $5.8 per share, and showing an increase from $6.13 per share a year ago, resulting in an earnings surprise of +9.83% [1] - The company generated revenues of $6.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.95% and up from $5.73 billion year-over-year [2] - RGA's stock has underperformed the market, losing about 11.2% since the beginning of the year compared to the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $5.52 on revenues of $6.33 billion, while for the current fiscal year, the estimate is $21.77 on revenues of $23.46 billion [7] - The estimate revisions trend for RGA 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] Industry Context - The Insurance - Life Insurance industry, to which RGA belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Brighthouse Financial (BHF), is expected to report quarterly earnings of $5.09 per share, reflecting a year-over-year change of +27.6% [9]

Core Insights - GoDaddy (GDDY) reported quarterly earnings of $1.51 per share, exceeding the Zacks Consensus Estimate of $1.50 per share, and up from $1.32 per share a year ago, representing an earnings surprise of +0.67% [1] - The company achieved revenues of $1.27 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.79% and increasing from $1.15 billion year-over-year [2] - GoDaddy has outperformed consensus revenue estimates four times over the last four quarters [2] Earnings Performance - GoDaddy has surpassed consensus EPS estimates two times in the last four quarters [2] - The company had a previous earnings expectation of $1.34 per share, but reported $1.41, resulting in a surprise of +5.22% [1] Stock Performance - GoDaddy shares have declined approximately 35.9% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The current Zacks Rank for GoDaddy is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $1.28 billion, and for the current fiscal year, it is $6.06 on revenues of $4.92 billion [7] - The outlook for the Internet - Delivery Services industry, where GoDaddy operates, is currently in the top 22% of Zacks industries, suggesting a favorable environment for stock performance [8]