分组1 - Expeditors International (EXPD) reported quarterly earnings of $1.64 per share, exceeding the Zacks Consensus Estimate of $1.4 per share, and showing a slight increase from $1.63 per share a year ago, resulting in an earnings surprise of +17.14% [1][2] - The company achieved revenues of $2.89 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.84%, although this represents a decline from year-ago revenues of $3 billion [2] - Over the last four quarters, Expeditors International has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock has gained approximately 10.6% since the beginning of the year, while the S&P 500 has increased by 16.5% [3] - The current consensus EPS estimate for the upcoming quarter is $1.29 on revenues of $2.66 billion, and for the current fiscal year, it is $5.54 on revenues of $10.66 billion [7] - The Zacks Industry Rank indicates that the Transportation - Services sector is currently in the bottom 10% of over 250 Zacks industries, which may impact stock performance [8]

Core Insights - Ocular Therapeutix reported a quarterly loss of $0.37 per share, which was better than the Zacks Consensus Estimate of a loss of $0.39, but worse than a loss of $0.26 per share a year ago, indicating an earnings surprise of +5.13% [1] - The company generated revenues of $14.54 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.89%, although this represents a decline from $15.43 million in the same quarter last year [2] - Ocular Therapeutix shares have increased by approximately 33.6% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Ocular Therapeutix's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is -$0.36 on revenues of $14.77 million, and for the current fiscal year, it is -$1.48 on revenues of $53.44 million [7] Industry Context - The Medical - Drugs industry, to which Ocular Therapeutix belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Nuveen Churchill Direct Lending Corp. reported quarterly earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.46 per share, and showing a decline from $0.58 per share a year ago, indicating a negative earnings surprise of -6.52% [1] Financial Performance - The company posted revenues of $51.11 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.39%, and down from $60.28 million year-over-year [2] - Over the last four quarters, the company has consistently failed to surpass consensus EPS and revenue estimates [2] Stock Performance - Nuveen Churchill Direct Lending Corp. shares have declined approximately 13.1% since the beginning of the year, contrasting with the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be crucial for investors, particularly in light of the mixed trend in estimate revisions prior to the earnings release [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.46 on revenues of $52.2 million, and for the current fiscal year, it is $1.89 on revenues of $211.8 million [7] Industry Context - The Financial - SBIC & Commercial Industry, to which Nuveen Churchill Direct Lending Corp. belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges ahead [8]

Core Insights - Colliers International reported quarterly earnings of $1.64 per share, exceeding the Zacks Consensus Estimate of $1.58 per share, and showing an increase from $1.32 per share a year ago, resulting in an earnings surprise of +3.80% [1] - The company achieved revenues of $1.46 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.75%, compared to $1.18 billion in the same quarter last year [2] - Colliers International shares have increased approximately 16.7% year-to-date, slightly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.51 on revenues of $1.64 billion, while for the current fiscal year, the estimate is $6.67 on revenues of $5.49 billion [7] - The estimate revisions trend for Colliers International 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 Real Estate - Operations industry, to which Colliers International belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - CPI Card Group Inc. reported quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.63 per share, and down from $0.66 per share a year ago, representing an earnings surprise of -25.40% [1] - The company posted revenues of $137.97 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.77%, compared to year-ago revenues of $124.75 million [2] - CPI Card Group shares have declined approximately 41.4% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - 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 next quarter is $0.70 on revenues of $143.7 million, and for the current fiscal year, it is $2.04 on revenues of $535.5 million [7] Industry Context - The Financial - Miscellaneous Services industry, to which CPI Card Group belongs, is currently ranked in the top 32% 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 by investors or through tools like the Zacks Rank [5][6]

Core Insights - Broadridge Financial Solutions reported quarterly earnings of $1.51 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, and showing a year-over-year increase from $1 per share [1] - The company achieved revenues of $1.59 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.56% and up from $1.42 billion a year ago [2] - Broadridge Financial has consistently surpassed consensus EPS estimates over the last four quarters, achieving an earnings surprise of +26.89% this quarter [1][2] Earnings Performance - The company has delivered earnings surprises in the past, with a +1.14% surprise in the previous quarter [1] - The current consensus EPS estimate for the upcoming quarter is $1.51, with projected revenues of $1.59 billion [7] Market Position - Broadridge Financial shares have underperformed the market, losing about 2.2% since the beginning of the year, while the S&P 500 has gained 16.5% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 32% of over 250 Zacks industries, indicating a favorable industry outlook [8] Future Outlook - The company's earnings outlook will be influenced by management's commentary on the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for Broadridge Financial is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Viewpoint - TopBuild reported quarterly earnings of $5.36 per share, exceeding the Zacks Consensus Estimate of $5.22 per share, but down from $5.68 per share a year ago, indicating a +2.68% earnings surprise [1][2] Financial Performance - The company achieved revenues of $1.39 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.64% and showing an increase from $1.37 billion year-over-year [2] - Over the last four quarters, TopBuild has consistently surpassed consensus EPS estimates and topped revenue estimates three times [2] Stock Performance - TopBuild shares have increased approximately 35.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $4.56 for the coming quarter and $19.78 for the current fiscal year [4][7] - The Zacks Rank for TopBuild is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Building Products - Miscellaneous industry, to which TopBuild belongs, is currently ranked in the bottom 39% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, Owens Corning, is expected to report a year-over-year earnings decline of -16.9% for the quarter ended September 2025 [9]

Core Viewpoint - Enpro (NPO) reported quarterly earnings of $1.99 per share, exceeding the Zacks Consensus Estimate of $1.93 per share, and showing an increase from $1.74 per share a year ago, indicating a positive earnings surprise of +3.11% [1] Financial Performance - Enpro's revenues for the quarter ended September 2025 were $286.6 million, surpassing the Zacks Consensus Estimate by 3.54% and up from $260.9 million year-over-year [2] - The company has exceeded consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] Stock Performance - Enpro shares have appreciated approximately 35.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Future Outlook - The company's earnings outlook will be 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 next quarter is $1.83 on revenues of $274.95 million, and for the current fiscal year, it is $7.69 on revenues of $1.11 billion [7] Industry Context - The Technology Services industry, to which Enpro belongs, is currently ranked in the top 35% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Insights - Thomson Reuters reported quarterly earnings of $0.85 per share, exceeding the Zacks Consensus Estimate of $0.81 per share, and showing an increase from $0.80 per share a year ago, resulting in an earnings surprise of +4.94% [1][2] - The company achieved revenues of $1.78 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.76% and up from $1.72 billion year-over-year [2] Earnings Performance - Over the last four quarters, Thomson Reuters has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company had a favorable trend in estimate revisions ahead of the earnings release, contributing to a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $2.02 billion, and for the current fiscal year, it is $3.85 on revenues of $7.48 billion [7] - The outlook for the Business - Services industry, where Thomson Reuters operates, is currently in the bottom 36% of Zacks industries, which may impact stock performance [8]

Core Insights - Norwegian Cruise Line (NCLH) reported quarterly earnings of $1.2 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and up from $0.99 per share a year ago, representing an earnings surprise of +3.45% [1] - The company posted revenues of $2.94 billion for the quarter ended September 2025, which was 2.6% below the Zacks Consensus Estimate, but an increase from $2.81 billion year-over-year [2] - Norwegian Cruise Line shares have declined approximately 13.8% year-to-date, contrasting with the S&P 500's gain of 16.5% [3] Earnings Outlook - 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 next quarter is $0.30 on revenues of $2.38 billion, and for the current fiscal year, it is $2.10 on revenues of $10.05 billion [7] Industry Context - The Leisure and Recreation Services industry, to which Norwegian Cruise Line belongs, is currently ranked in the top 35% 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 or through tools like the Zacks Rank [5][6]