Core Insights - Rimini Street (RMNI) reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share, and down from $0.22 per share a year ago, representing a -20.00% earnings surprise [1] - The company posted revenues of $103.43 million for the quarter ended September 2025, which was 1.22% below the Zacks Consensus Estimate and a decrease from $104.67 million year-over-year [2] - Rimini Street shares have increased approximately 71.9% year-to-date, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $105.69 million, and for the current fiscal year, it is $0.29 on revenues of $418.72 million [7] - The estimate revisions trend for Rimini Street was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Rimini Street belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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 - Bright Horizons Family Solutions (BFAM) reported quarterly earnings of $1.57 per share, exceeding the Zacks Consensus Estimate of $1.32 per share, and up from $1.11 per share a year ago [1] - The company achieved an earnings surprise of +18.94% and has surpassed consensus EPS estimates in all four quarters over the past year [2] - Revenues for the quarter reached $802.81 million, surpassing the Zacks Consensus Estimate by 2.95%, and increased from $719.1 million year-over-year [3] Earnings Performance - The earnings surprise of +18.94% indicates strong performance relative to expectations, with a previous quarter's earnings of $1.07 also exceeding estimates [2] - The company has consistently outperformed consensus revenue estimates over the last four quarters [3] Stock Performance and Outlook - Bright Horizons shares have declined approximately 16.4% year-to-date, contrasting with the S&P 500's gain of 17.2% [4] - The future performance of the stock will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings results [4][5] Earnings Estimates and Industry Context - Current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $731.42 million, and for the current fiscal year, it is $4.28 on revenues of $2.91 billion [8] - The Zacks Industry Rank places the Business - Services sector in the bottom 25% of over 250 Zacks industries, which may impact stock performance [9]

Core Insights - Pro-Dex, Inc. (PDEX) reported quarterly earnings of $0.62 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, but down from $0.75 per share a year ago, indicating an earnings surprise of +24.00% [1] - The company generated revenues of $18.53 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 21.11% and up from $14.89 million year-over-year [2] - Pro-Dex shares have declined approximately 34.3% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Pro-Dex's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.59 on revenues of $17.3 million, and for the current fiscal year, it is $2.38 on revenues of $70 million [7] Industry Context - The Medical - Dental Supplies industry, to which Pro-Dex belongs, is currently ranked in the top 21% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

Core Insights - Ingersoll Rand reported quarterly earnings of $0.86 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.84 per share a year ago [1] - The company generated revenues of $1.96 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.39% and up from $1.86 billion year-over-year [2] - Ingersoll's stock has underperformed, losing approximately 11.9% since the beginning of the year, while the S&P 500 has gained 17.2% [3] Financial Performance - Over the last four quarters, Ingersoll has not surpassed consensus EPS estimates, although it has topped revenue estimates twice [2] - The current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $2.04 billion, and for the current fiscal year, it is $3.34 on revenues of $7.59 billion [7] Market Outlook - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Manufacturing - General Industrial industry, to which Ingersoll belongs, is currently in the bottom 37% of Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Western Digital (WDC) reported quarterly earnings of $1.78 per share, exceeding the Zacks Consensus Estimate of $1.59 per share, and matching the earnings from the previous year [1] - The earnings surprise was +11.95%, with the company having surpassed consensus EPS estimates in all four quarters of the past year [2] Financial Performance - The company generated revenues of $2.82 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.54%, but down from $4.1 billion year-over-year [3] - Western Digital has also exceeded consensus revenue estimates in the last four quarters [3] Stock Performance - Since the beginning of the year, Western Digital shares have increased by approximately 137.1%, significantly outperforming the S&P 500's gain of 17.2% [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.70 for the upcoming quarter and $6.67 for the current fiscal year [8] - The Zacks Rank for Western Digital is currently 1 (Strong Buy), indicating expectations for the stock to outperform the market in the near future [7] Industry Context - The Computer-Storage Devices industry, to which Western Digital belongs, is currently ranked in the top 15% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Core Insights - Federal Signal (FSS) reported quarterly earnings of $1.14 per share, exceeding the Zacks Consensus Estimate of $1.07 per share, and up from $0.88 per share a year ago [1] - The company achieved a revenue of $555 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.59%, compared to $474.2 million in the same quarter last year [3] - Federal Signal's stock has increased approximately 40.5% year-to-date, outperforming the S&P 500's gain of 17.2% [4] Earnings Performance - The earnings surprise for the recent quarter was +6.54%, following a previous surprise of +10.38% when actual earnings were $1.17 per share against an expectation of $1.06 [2] - Over the last four quarters, Federal Signal has consistently surpassed consensus EPS estimates [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.03 on revenues of $536.06 million, and for the current fiscal year, it is $4.02 on revenues of $2.11 billion [8] - The estimate revisions trend for Federal Signal 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 [7] Industry Context - Federal Signal operates within the Zacks Diversified Operations industry, which is currently ranked in the top 30% of over 250 Zacks industries [9] - The performance of Federal Signal's stock may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform lower-ranked ones significantly [9]

Core Insights - Gibraltar Industries reported quarterly earnings of $1.14 per share, missing the Zacks Consensus Estimate of $1.22 per share, and down from $1.27 per share a year ago, representing an earnings surprise of -6.56% [1] - The company posted revenues of $310.94 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.45%, and down from $361.2 million year-over-year [2] - The stock has added about 14% since the beginning of the year, underperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $1.02 on revenues of $285.65 million, and for the current fiscal year, it is $4.26 on revenues of $1.16 billion [7] - The estimate revisions trend for Gibraltar Industries 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 Building Products - Miscellaneous industry, to which Gibraltar Industries belongs, is currently in the bottom 37% 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 investor sentiment [5]

分组1 - First National Corp. reported quarterly earnings of $0.58 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.39 per share a year ago [1] - The company posted revenues of $22.8 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.76%, compared to $14.95 million in the same quarter last year [2] - Over the last four quarters, First National has surpassed consensus EPS estimates two times and revenue estimates three times [2][3] 分组2 - The stock has underperformed, losing about 3.1% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The current consensus EPS estimate for the coming quarter is $0.58 on revenues of $22.6 million, and for the current fiscal year, it is $1.90 on revenues of $88.5 million [7] - The Zacks Industry Rank for Banks - Southeast is in the top 16% of over 250 Zacks industries, indicating a favorable outlook for the sector [8]

Core Insights - Terex (TEX) reported quarterly earnings of $1.5 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, and showing an increase from $1.46 per share a year ago, resulting in an earnings surprise of +22.95% [1] - The company posted revenues of $1.39 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.88%, but an increase from $1.21 billion year-over-year [2] - Terex shares have increased approximately 21.1% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Terex's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][5] - The current consensus EPS estimate for the upcoming quarter is $1.30 on revenues of $1.34 billion, and for the current fiscal year, it is $4.84 on revenues of $5.46 billion [7] Industry Context - The Manufacturing - Construction and Mining industry, to which Terex belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Hyster-Yale (HY), a competitor in the same industry, is expected to report a significant decline in earnings, with a forecast of $0.03 per share, representing a year-over-year change of -96.9% [9]

Core Insights - Allegro MicroSystems reported quarterly earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and showing an increase from $0.08 per share a year ago, resulting in an earnings surprise of +8.33% [1][2] - The company posted revenues of $214.29 million for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.21%, but up from $187.39 million year-over-year [2] - Allegro MicroSystems shares have increased approximately 40.6% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $225.71 million, and for the current fiscal year, it is $0.53 on revenues of $879.19 million [7] - The estimate revisions trend for Allegro MicroSystems was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Electronics - Semiconductors industry, to which Allegro MicroSystems belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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]