Core Viewpoint - Frontdoor (FTDR) reported quarterly earnings of $1.58 per share, exceeding the Zacks Consensus Estimate of $1.49 per share, and showing an increase from $1.38 per share a year ago, representing an earnings surprise of +6.04% [1] Financial Performance - The company posted revenues of $618 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.33%, compared to $540 million in the same quarter last year [2] - Over the last four quarters, Frontdoor has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - Frontdoor shares have increased approximately 20.3% since the beginning of the year, outperforming the S&P 500's gain of 15.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $414.9 million, and for the current fiscal year, it is $3.90 on revenues of $2.07 billion [7] - The trend of estimate revisions for Frontdoor was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Building Products - Miscellaneous industry, to which Frontdoor belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, which may impact stock performance [8] - Another company in the same industry, Construction Partners (ROAD), is expected to report significant earnings growth, with a projected EPS of $1.08, reflecting a year-over-year change of +86.2% [9]

Core Insights - Orion Energy Systems, Inc. (OESX) reported a quarterly loss of $0.17 per share, significantly better than the Zacks Consensus Estimate of a loss of $0.72, marking an earnings surprise of +76.39% [1] - The company posted revenues of $19.92 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.74%, but showing a year-over-year increase from $19.36 million [2] - The stock has gained approximately 12.7% since the beginning of the year, underperforming compared to the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.42 on revenues of $20.74 million, and for the current fiscal year, it is -$1.86 on revenues of $83.26 million [7] - The estimate revisions trend for Orion Energy Systems 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 Building Products - Lighting industry, to which Orion Energy Systems belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting a challenging environment for the stock [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 Insights - Sportradar Group AG reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share, and down from $0.12 per share a year ago, representing an earnings surprise of -20.00% [1] - The company posted revenues of $341.39 million for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.39%, and an increase from $280.44 million year-over-year [2] - Sportradar Group shares have increased approximately 47.5% year-to-date, outperforming the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.10 on revenues of $415.97 million, and for the current fiscal year, it is $0.47 on revenues of $1.49 billion [7] - The estimate revisions trend for Sportradar Group 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 Leisure and Recreation Products industry, to which Sportradar Group belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Sportradar Group's stock may 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]

Core Insights - New York Times Co. (NYT) reported quarterly earnings of $0.59 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +9.26% [1] - The company achieved revenues of $700.82 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.33% and increasing from $640.18 million year-over-year [2] - The stock has gained approximately 11% since the beginning of the year, while the S&P 500 has increased by 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.85 on revenues of $779.15 million, and for the current fiscal year, it is $2.28 on revenues of $2.79 billion [7] - The estimate revisions trend for New York Times 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 Publishing - Newspapers industry, to which New York Times belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Insights - WideOpenWest (WOW) reported a quarterly loss of $0.43 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.20, marking an earnings surprise of -115.00% [1] - The company generated revenues of $144 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 2.35%, but down from $158 million year-over-year [2] - The stock has underperformed the market, gaining about 3.6% year-to-date compared to the S&P 500's gain of 15.1% [3] Financial Performance - Over the last four quarters, WideOpenWest has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.26 on revenues of $138 million, and for the current fiscal year, it is -$0.84 on revenues of $572.9 million [7] Industry Context - The Cable Television industry, to which WideOpenWest belongs, is currently ranked in the bottom 15% 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 WideOpenWest's stock performance [5][6]

Core Insights - MRC Global reported quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.28 per share, and down from $0.22 per share a year ago, representing an earnings surprise of -53.57% [1] - The company posted revenues of $678 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 18.8%, and down from $797 million year-over-year [2] - MRC shares have increased by approximately 8.3% since the beginning of the year, compared to the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $738.4 million, and for the current fiscal year, it is $0.71 on revenues of $3.08 billion [7] - The estimate revisions trend for MRC 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 Steel - Pipe and Tube industry, to which MRC belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, Mueller Water Products, is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of +54.6%, with revenues projected at $362.05 million, up 4% from the previous year [9][10]

Techne (TECH) came out with quarterly earnings of $0.42 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this maker of medical testing and diagnostic products would post earnings of $0.5 per share when it actually produced earnings of $0.53, delivering a surprise of +6%.Over the last four quarters, the company has surpassed consensus EPS estimates three times ...

Core Insights - ATS reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.31 per share, and showing an increase from $0.18 per share a year ago, resulting in an earnings surprise of +6.45% [1] - The company achieved revenues of $528.99 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.80% and up from $449.21 million year-over-year [2] Financial Performance - Over the last four quarters, ATS has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times as well [2] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $525.15 million, and for the current fiscal year, it is $1.30 on revenues of $2.12 billion [7] Market Position - ATS shares have underperformed the market, losing about 12.3% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The Zacks Industry Rank for Manufacturing - General Industrial is currently in the bottom 42% of over 250 Zacks industries, indicating potential challenges for ATS [8] Future Outlook - The sustainability of ATS's stock price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The estimate revisions trend for ATS was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]

Core Viewpoint - Owens Corning reported quarterly earnings of $3.67 per share, exceeding the Zacks Consensus Estimate of $3.64 per share, but down from $4.38 per share a year ago, indicating a decline in profitability [1][2] Financial Performance - The company achieved revenues of $2.68 billion for the quarter ended September 2025, which was 0.3% below the Zacks Consensus Estimate and down from $3.05 billion year-over-year [2] - Over the last four quarters, Owens Corning has surpassed consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance - Owens Corning shares have declined approximately 28% since the beginning of the year, contrasting with the S&P 500's gain of 15.1% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.55 on revenues of $2.44 billion, and for the current fiscal year, it is $13.34 on revenues of $10.41 billion [7] - The trend of estimate revisions for Owens Corning was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Building Products - Miscellaneous industry, to which Owens Corning belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Kodiak Gas Services reported quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.50 per share, and down from $0.41 per share a year ago [1][2] - The company posted revenues of $322.74 million for the quarter, which was 1.09% below the Zacks Consensus Estimate and a decrease from $324.65 million year-over-year [3] - Kodiak Gas shares have declined approximately 10% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [4] Earnings Performance - The earnings surprise for the quarter was -28.00%, following a previous quarter where the company exceeded expectations with earnings of $0.49 per share against an estimate of $0.46 [2] - Over the last four quarters, Kodiak Gas has surpassed consensus EPS estimates three times [2] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.61, with expected revenues of $332 million, and for the current fiscal year, the estimate is $2.15 on $1.31 billion in revenues [8] - The estimate revisions trend for Kodiak Gas was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [7] Industry Context - Kodiak Gas operates within the Zacks Oil and Gas - Mechanical and Equipment industry, which is currently ranked in the top 33% of over 250 Zacks industries [9] - The performance of Kodiak Gas may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than a factor of 2 to 1 [9]