Company Performance - Allstate reported quarterly earnings of $5.94 per share, significantly exceeding the Zacks Consensus Estimate of $3.32 per share, and up from $1.61 per share a year ago, representing an earnings surprise of +78.92% [1] - The company posted revenues of $16.78 billion for the quarter ended June 2025, which was 2.91% below the Zacks Consensus Estimate, but an increase from $15.82 billion year-over-year [2] - Over the last four quarters, Allstate has surpassed consensus EPS estimates four times, but has only topped revenue estimates once [2] Stock Outlook - Allstate shares have increased by approximately 0.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 8.3% [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 $4.38 on revenues of $17.54 billion, and for the current fiscal year, it is $18.29 on revenues of $69.06 billion [7] Industry Context - The Insurance - Property and Casualty industry, to which Allstate belongs, is currently ranked in the bottom 35% 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 can impact Allstate's stock performance [5] - The Zacks Rank for Allstate is currently 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Company Performance - Sleep Number reported a quarterly loss of $1.09 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.12, representing an earnings surprise of -808.33% [1] - The company's revenues for the quarter ended June 2025 were $327.93 million, missing the Zacks Consensus Estimate by 8.97%, and down from $408.41 million a year ago [2] - Over the last four quarters, Sleep Number has surpassed consensus EPS estimates only two times and topped revenue estimates just once [2] Stock Outlook - Sleep Number shares have declined approximately 46.5% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The company's current Zacks Rank is 4 (Sell), indicating expectations of underperformance in the near future [6] - The consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $405.95 million, while for the current fiscal year, it is -$0.25 on revenues of $1.54 billion [7] Industry Context - The Furniture industry, to which Sleep Number belongs, is currently ranked in the bottom 25% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Core Viewpoint - Federal Signal (FSS) reported quarterly earnings of $1.17 per share, exceeding the Zacks Consensus Estimate of $1.06 per share, and up from $0.95 per share a year ago [1][2] Earnings Performance - The earnings surprise for the quarter was +10.38%, with the company also surpassing earnings expectations in the previous quarter by +4.11% [2] - Over the last four quarters, Federal Signal has consistently exceeded consensus EPS estimates [2] Revenue Performance - The company posted revenues of $564.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.96%, compared to $490.4 million in the same quarter last year [3] - Federal Signal has topped consensus revenue estimates only once in the last four quarters [3] Stock Performance - Federal Signal shares have increased approximately 13.5% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.03 for the coming quarter and $3.83 for the current fiscal year [5][8] - The Zacks Rank for Federal Signal is currently 2 (Buy), indicating expected outperformance in the near future [7] Industry Context - The Diversified Operations industry, to which Federal Signal belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [9]

Financial Performance - Gates Industrial reported quarterly earnings of $0.39 per share, matching the Zacks Consensus Estimate, and an increase from $0.36 per share a year ago [1] - The company posted revenues of $883.7 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.01%, although this represents a slight decline from year-ago revenues of $885.5 million [2] - Over the last four quarters, Gates Industrial has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - Gates Industrial shares have increased approximately 20.4% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $836.93 million, and for the current fiscal year, it is $1.43 on revenues of $3.4 billion [7] - The trend of estimate revisions for Gates Industrial has been favorable leading up to the earnings release, which may influence future stock movements [5][6] Industry Context - Gates Industrial operates within the Manufacturing - General Industrial industry, which is currently ranked in the top 10% of over 250 Zacks industries, suggesting a positive outlook for the sector [8] - The performance of Gates Industrial's stock may also be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Financial Performance - Garmin reported quarterly earnings of $2.17 per share, exceeding the Zacks Consensus Estimate of $1.96 per share, and up from $1.58 per share a year ago, representing an earnings surprise of +10.71% [1] - The company posted revenues of $1.81 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.41%, compared to $1.51 billion in the same quarter last year [2] - Over the last four quarters, Garmin has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Stock Performance - Garmin shares have increased approximately 16% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.93 on revenues of $1.67 billion, and for the current fiscal year, it is $7.97 on revenues of $6.85 billion [7] - The outlook for the industry, specifically the Electronics - Miscellaneous Products sector, is favorable, ranking in the top 33% of over 250 Zacks industries, which historically outperforms the bottom 50% by more than 2 to 1 [8]

Timken shares have added about 13.5% since the beginning of the year versus the S&P 500's gain of 8.3%. What's Next for Timken? While Timken has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also ho ...

Company Performance - Columbus McKinnon (CMCO) reported quarterly earnings of $0.5 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, but down from $0.62 per share a year ago, representing an earnings surprise of +6.38% [1] - The company posted revenues of $235.92 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.61%, although this is a decrease from year-ago revenues of $239.73 million [2] - Over the last four quarters, Columbus McKinnon has surpassed consensus EPS estimates three times and topped consensus revenue estimates just once [2] Stock Performance - Columbus McKinnon shares have declined approximately 54.7% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The current Zacks Rank for Columbus McKinnon is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the coming quarter is $0.53 on revenues of $235.07 million, and for the current fiscal year, it is $2.45 on revenues of $956.01 million [7] - The estimate revisions trend for Columbus McKinnon was mixed ahead of the earnings release, and future revisions may change following the recent earnings report [6] Industry Context - The Manufacturing - Material Handling industry, to which Columbus McKinnon belongs, is currently ranked in the bottom 4% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Company Performance - Trane Technologies reported quarterly earnings of $3.88 per share, exceeding the Zacks Consensus Estimate of $3.76 per share, and up from $3.3 per share a year ago, representing an earnings surprise of +3.19% [1] - The company posted revenues of $5.75 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.27%, but up from $5.31 billion year-over-year [2] - Over the last four quarters, Trane Technologies has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Trane Technologies shares have increased approximately 27.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.3% [3] - The current status of estimate revisions for Trane Technologies is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, 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 $3.79 on revenues of $5.87 billion, and for the current fiscal year, it is $12.92 on revenues of $21.57 billion [7] - The outlook for the industry, specifically the Building Products - Air Conditioner and Heating sector, is favorable, ranking in the top 37% of over 250 Zacks industries, suggesting potential for outperformance [8]

Core Viewpoint - SiteOne Landscape reported quarterly earnings of $2.86 per share, missing the Zacks Consensus Estimate of $2.89 per share, but showing an increase from $2.63 per share a year ago, indicating a -1.04% earnings surprise [1][2] Financial Performance - The company posted revenues of $1.46 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.06%, compared to $1.41 billion in the same quarter last year [2] - Over the last four quarters, SiteOne Landscape has not surpassed consensus EPS estimates, although it has topped consensus revenue estimates three times [2] Stock Performance - SiteOne Landscape shares have declined approximately 2.4% since the beginning of the year, contrasting with the S&P 500's gain of 8.3% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.19 on revenues of $1.26 billion, and for the current fiscal year, it is $3.22 on revenues of $4.72 billion [7] - The trend of estimate revisions for SiteOne Landscape was unfavorable prior to the earnings release, which may impact future stock movements [6] Industry Context - The Industrial Services industry, to which SiteOne Landscape belongs, is currently ranked in the top 6% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Core Insights - Freshworks Inc. reported quarterly earnings of $0.18 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 +50.00% [1] - The company achieved revenues of $204.68 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.99% and up from $174.13 million year-over-year [2] - Freshworks has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $207.73 million, and for the current fiscal year, it is $0.57 on revenues of $818.93 million [7] - The estimate revisions trend for Freshworks 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] Industry Context - The Internet - Software industry, to which Freshworks 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]