Core Insights - RenaissanceRe (RNR) reported quarterly earnings of $15.62 per share, significantly exceeding the Zacks Consensus Estimate of $9.49 per share, marking an earnings surprise of +64.59% [1] - The company posted revenues of $2.87 billion for the quarter ended September 2025, which fell short of the Zacks Consensus Estimate by 3.67% and decreased from $3.01 billion year-over-year [2] - RenaissanceRe has surpassed consensus EPS estimates three times over the last four quarters, but has only topped revenue estimates once in the same period [2] Earnings Performance - The earnings report indicates a strong performance in terms of EPS, with a year-over-year increase from $10.23 to $15.62 per share [1] - The company had previously reported earnings of $12.29 per share against an expectation of $10.28, resulting in a surprise of +19.55% [1] Stock Performance and Outlook - RenaissanceRe shares have declined approximately 2.6% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] - The company's current Zacks Rank is 3 (Hold), suggesting that shares are expected to perform in line with the market in the near future [6] Future Earnings Expectations - The current consensus EPS estimate for the upcoming quarter is $7.34 on revenues of $2.92 billion, while the estimate for the current fiscal year is $28.11 on revenues of $11.87 billion [7] - The outlook for the industry, particularly the Insurance - Property and Casualty sector, is favorable, ranking in the top 14% of over 250 Zacks industries [8] Industry Context - The Insurance - Property and Casualty industry has shown strong performance, with the top 50% of Zacks-ranked industries outperforming the bottom 50% by a factor of more than 2 to 1 [8] - Berkshire Hathaway B (BRK.B), a competitor in the same industry, is expected to report quarterly earnings of $4.70 per share, reflecting a year-over-year change of +0.4% [9]

Core Insights - Zurn Water (ZWS) reported quarterly earnings of $0.43 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, and showing an increase from $0.34 per share a year ago, resulting in an earnings surprise of +7.50% [1] - The company achieved revenues of $455.4 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.86% and up from $410 million year-over-year [2] - Zurn Water shares have increased approximately 25% year-to-date, outperforming the S&P 500's gain of 16.9% [3] Earnings Performance - Over the last four quarters, Zurn Water has consistently surpassed consensus EPS estimates [2] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $389.94 million, and for the current fiscal year, it is $1.44 on revenues of $1.67 billion [7] Industry Outlook - The Waste Removal Services industry, to which Zurn Water belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges ahead [8] - Another company in the same industry, Casella (CWST), is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of +25.9% [9]

Core Insights - Varonis Systems reported quarterly earnings of $0.06 per share, matching the Zacks Consensus Estimate, but down from $0.10 per share a year ago [1] - The company posted revenues of $161.58 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.71%, compared to $148.07 million in the same quarter last year [2] - Varonis shares have increased approximately 41.1% year-to-date, outperforming the S&P 500's gain of 16.9% [3] Earnings Performance - The company has surpassed consensus EPS estimates three times over the last four quarters [1] - Varonis has topped consensus revenue estimates two times in the last four quarters [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $170.2 million, and for the current fiscal year, it is $0.13 on revenues of $624.86 million [7] - The estimate revisions trend for Varonis 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 Security industry, to which Varonis belongs, is currently in the bottom 20% of the Zacks industry rankings, which may negatively impact stock performance [8] - CrowdStrike Holdings, another company in the same industry, is expected to report quarterly earnings of $0.94 per share, reflecting a year-over-year change of +1.1% [9]

Core Insights - Logitech reported quarterly earnings of $1.45 per share, exceeding the Zacks Consensus Estimate of $1.22 per share, and up from $1.20 per share a year ago [1] - The earnings surprise was +18.85%, and the company has surpassed consensus EPS estimates in all four of the last quarters [2] - Logitech's revenues for the quarter reached $1.19 billion, surpassing the Zacks Consensus Estimate by 1.11% and increasing from $1.12 billion year-over-year [3] Financial Performance - The company has consistently outperformed revenue estimates, achieving this in three of the last four quarters [3] - Logitech shares have appreciated approximately 38.2% year-to-date, significantly outperforming the S&P 500's gain of 16.9% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.50 on revenues of $1.35 billion, while the estimate for the current fiscal year is $5.04 on revenues of $4.72 billion [8] - The Zacks Rank for Logitech is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Computer - Peripheral Equipment industry, to which Logitech belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Financial Performance - Ekso Bionics reported a quarterly loss of $0.54 per share, better than the Zacks Consensus Estimate of a loss of $0.99, and an improvement from a loss of $1.5 per share a year ago, representing an earnings surprise of +45.45% [1] - The company posted revenues of $4.23 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.11%, compared to year-ago revenues of $4.13 million [2] - The current consensus EPS estimate for the upcoming quarter is -$0.54 on revenues of $5.65 million, and for the current fiscal year, it is -$1.17 on revenues of $15 million [7] Stock Performance - Ekso Bionics shares have declined approximately 46.2% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [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 Medical - Instruments industry, to which Ekso Bionics belongs, is currently ranked in the top 37% 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 - Sensata (ST) reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, and showing an increase from $0.86 per share a year ago [1] - The company achieved a revenue of $931.98 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.86%, although it represents a decline from $982.83 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +4.71%, following a previous surprise of +3.57% when earnings were $0.87 per share against an expectation of $0.84 [2] - Over the last four quarters, Sensata has exceeded consensus EPS estimates three times [2] Revenue Insights - Sensata has topped consensus revenue estimates four times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $0.84, with expected revenues of $901.22 million, and for the current fiscal year, the estimate is $3.35 on $3.67 billion in revenues [8] Market Performance - Sensata shares have increased by approximately 15.3% since the beginning of the year, compared to a 16.9% gain in the S&P 500 [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Instruments - Control industry, to which Sensata belongs, is currently ranked in the top 8% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]

Core Insights - First Financial Corp. reported quarterly earnings of $1.75 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, and showing a significant increase from $0.74 per share a year ago, resulting in an earnings surprise of +8.70% [1] - The company achieved revenues of $65.75 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.42% and up from $58.39 million year-over-year [2] - First Financial Corp. has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of the stock's price movement will 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 $1.61, with expected revenues of $65.4 million, and for the current fiscal year, the EPS estimate is $6.34 on revenues of $255 million [7] Industry Context - The Banks - Midwest industry, to which First Financial Corp. belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests 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 - Franklin Electric reported quarterly earnings of $1.3 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and showing an increase from $1.17 per share a year ago, resulting in an earnings surprise of +2.36% [1] - The company achieved revenues of $581.71 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.32% and up from $531.44 million year-over-year [2] Earnings Performance - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates three times [2] - The company had a favorable trend in estimate revisions ahead of the earnings release, currently holding a Zacks Rank 2 (Buy), indicating expected outperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.90 on revenues of $510 million, and for the current fiscal year, it is $4.16 on revenues of $2.12 billion [7] - The outlook for the Manufacturing - Electronics industry, where Franklin Electric operates, is positive, ranking in the top 26% of over 250 Zacks industries, suggesting potential for strong performance [8] Market Comparison - Franklin Electric shares have increased by about 1.1% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] - Emerson Electric, a competitor in the same industry, is expected to report quarterly earnings of $1.62 per share, reflecting a year-over-year change of +9.5% [9]

Core Insights - CTS reported quarterly earnings of $0.6 per share, missing the Zacks Consensus Estimate of $0.61 per share, and down from $0.63 per share a year ago, representing an earnings surprise of -1.64% [1] - The company posted revenues of $142.97 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.82%, compared to year-ago revenues of $132.42 million [2] - CTS shares have declined approximately 19.5% since the beginning of the year, contrasting with the S&P 500's gain of 16.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.61 on revenues of $133.14 million, and for the current fiscal year, it is $2.24 on revenues of $530.61 million [7] - The estimate revisions trend for CTS 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 Electronics - Miscellaneous Components industry, to which CTS belongs, is currently in the top 12% 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 - Ecolab reported quarterly earnings of $2.07 per share, exceeding the Zacks Consensus Estimate of $2.06 per share, and up from $1.83 per share a year ago, representing an earnings surprise of +0.49% [1] - The company generated revenues of $4.17 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.05% and increasing from $4 billion year-over-year [2] - Ecolab's stock has increased approximately 19.4% year-to-date, outperforming the S&P 500's gain of 16.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.08 on revenues of $4.18 billion, and for the current fiscal year, it is $7.52 on revenues of $16.03 billion [7] - The estimate revisions trend for Ecolab 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 Chemical - Specialty industry, to which Ecolab belongs, is currently ranked in the bottom 35% 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 Ecolab's stock performance [5]