Core Insights - Labcorp Holdings (LH) reported $3.56 billion in revenue for Q3 2025, marking an 8.6% year-over-year increase and an EPS of $4.18 compared to $3.50 a year ago [1] - The reported revenue aligns with the Zacks Consensus Estimate of $3.56 billion, resulting in a slight surprise of -0.01%, while the EPS exceeded the consensus estimate of $4.13 by 1.21% [1] Financial Performance Metrics - The net book-to-bill ratio was reported at 1.1%, slightly below the two-analyst average estimate of 1.2% [4] - Revenue from Biopharma Laboratory Services reached $799.1 million, surpassing the average estimate of $793.17 million, reflecting an 8.3% year-over-year increase [4] - Revenue from Diagnostics Laboratories was $2.77 billion, matching the average estimate and showing an 8.5% year-over-year growth [4] - Adjusted Operating Income for Diagnostics Laboratories was $450.4 million, exceeding the average estimate of $444.52 million [4] - Adjusted Operating Income for Biopharma Laboratory Services was $132.2 million, slightly above the average estimate of $130.39 million [4] - Unallocated corporate expenses were reported at -$69.3 million, worse than the average estimate of -$66.07 million [4] Stock Performance - Labcorp's shares have returned -2.5% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Universal Health Services (UHS) reported a revenue of $4.5 billion for the quarter ended September 2025, reflecting a year-over-year increase of 13.4% [1] - Earnings per share (EPS) for the quarter was $5.69, significantly higher than the $3.71 reported in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $4.31 billion by 4.23%, while the EPS surpassed the consensus estimate of $4.66 by 22.1% [1] Financial Performance Metrics - Behavioral health admissions totaled 120,655, slightly below the two-analyst average estimate of 125,542 [4] - Net revenues from behavioral health services were reported at $1.86 billion, compared to the average estimate of $1.88 billion, marking an 8.5% increase year over year [4] - Acute care hospital services generated net revenues of $2.63 billion, exceeding the average estimate of $2.43 billion, representing a 17.1% year-over-year change [4] - Operating income from behavioral health care services was $347.26 million, below the three-analyst average estimate of $356.37 million [4] - Operating income from acute care hospital services reached $300.01 million, significantly higher than the estimated $223.16 million [4] Stock Performance - Shares of Universal Health Services have returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Illinois Tool Works (ITW) reported revenue of $4.06 billion for the quarter ended September 2025, reflecting a year-over-year increase of 2.3% [1] - Earnings per share (EPS) for the quarter was $2.81, up from $2.65 in the same quarter last year, resulting in an EPS surprise of +4.46% against the consensus estimate of $2.69 [1] Revenue Performance - The reported revenue was slightly below the Zacks Consensus Estimate of $4.08 billion, showing a surprise of -0.55% [1] - Organic growth in total ITW was 0.7%, lower than the estimated 2.1% by analysts [4] - Specific segments showed varied performance: - Automotive OEM: $830 million, +7.5% year-over-year, exceeding the estimate of $809.03 million [4] - Food Equipment: $694 million, +2.5% year-over-year, below the estimate of $703.32 million [4] - Specialty Products: $452 million, +3.2% year-over-year, slightly above the estimate of $449.34 million [4] - Test & Measurement and Electronics: $698 million, +0.1% year-over-year, below the estimate of $718.59 million [4] - Construction Products: $473 million, -1.3% year-over-year, close to the estimate of $474.83 million [4] - Polymers & Fluids: $441 million, -1.6% year-over-year, below the estimate of $447.95 million [4] Stock Performance - Over the past month, shares of Illinois Tool Works have returned -0.2%, while the Zacks S&P 500 composite increased by +1.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

For the quarter ended September 2025, Dow Inc. (DOW) reported revenue of $9.97 billion, down 8.3% over the same period last year. EPS came in at -$0.19, compared to $0.47 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $10.18 billion, representing a surprise of -1.99%. The company delivered an EPS surprise of +38.71%, with the consensus EPS estimate being -$0.31.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

Core Insights - United Rentals (URI) reported revenue of $4.23 billion for Q3 2025, a year-over-year increase of 5.9% [1] - The EPS for the quarter was $11.70, slightly down from $11.80 a year ago, with an EPS surprise of -6.33% compared to the consensus estimate of $12.49 [1] Revenue Breakdown - Equipment rentals generated $3.67 billion, exceeding the estimated $3.61 billion, reflecting a 5.8% increase year-over-year [4] - Service and other revenues were $93 million, below the estimated $101.34 million, showing no change from the previous year [4] - Contractor supplies sales reached $43 million, surpassing the estimated $39.43 million, marking a 13.2% increase year-over-year [4] - Sales of new equipment totaled $95 million, exceeding the estimated $79.81 million, with a significant 23.4% increase compared to the prior year [4] - Sales of rental equipment were $333 million, slightly above the estimated $321.65 million, representing a 3.7% year-over-year increase [4] - Specialty contractor supplies sales were $20 million, exceeding the estimated $17.09 million, reflecting a 25% increase year-over-year [4] - Specialty equipment rentals generated $1.27 billion, surpassing the estimated $1.22 billion, with an 11.4% increase year-over-year [4] - Specialty sales of new equipment reached $50 million, exceeding the estimated $35.83 million, marking a 22% increase year-over-year [4] - Specialty sales of rental equipment were $59 million, above the estimated $46.95 million, reflecting a 25.5% increase year-over-year [4] - Specialty service and other revenues were $9 million, slightly below the estimated $9.15 million, but showing a 28.6% increase year-over-year [4] - General rentals totaled $2.83 billion, matching the average estimate, with a 3% year-over-year increase [4] - General rentals service and other revenues were $84 million, below the estimated $100.48 million, reflecting a 2.3% decrease year-over-year [4] Stock Performance - Shares of United Rentals have returned +4.9% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Robert Half (RHI) reported $1.35 billion in revenue for the quarter ended September 2025, reflecting a year-over-year decline of 7.5% and an EPS of $0.43 compared to $0.64 a year ago, aligning with Zacks Consensus Estimate [1] - The company has not delivered an EPS surprise, with the consensus EPS estimate being $0.43 [1] Revenue Performance - Service Revenues from Permanent placement talent solutions were $110.13 million, below the average estimate of $116.24 million, marking a year-over-year decline of 10.7% [4] - Service Revenues from Protiviti reached $498.13 million, slightly below the average estimate of $504.88 million, representing a year-over-year change of -2.6% [4] - Total contract talent solutions generated $746.22 million, exceeding the average estimate of $735.84 million, but still reflecting a year-over-year decline of 10.1% [4] - Contract talent solutions in Technology reported $157.85 million, below the average estimate of $162.26 million, with a year-over-year change of -1.5% [4] - Contract talent solutions in Finance & Accounting totaled $553.36 million, surpassing the average estimate of $532.19 million, but showing a year-over-year decline of 9.9% [4] - Administrative and customer support contract talent solutions generated $158.69 million, slightly above the average estimate of $155.7 million, with a year-over-year decline of 11.1% [4] - The elimination of intersegment contract talent solutions reported $-123.68 million, compared to the average estimate of $-119.88 million, reflecting a year-over-year change of +1.1% [4] Stock Performance - Shares of Robert Half have returned -8.3% over the past month, contrasting with the Zacks S&P 500 composite's +1.1% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Graco Inc. reported revenue of $543.36 million for Q3 2025, a year-over-year increase of 4.7%, but fell short of the Zacks Consensus Estimate by 3.27% [1] - The company's EPS for the quarter was $0.73, compared to $0.71 a year ago, but also missed the consensus estimate of $0.75 by 2.67% [1] Financial Performance Metrics - Net sales in Expansion Markets reached $42.34 million, slightly above the estimated $42.2 million [4] - Contractor segment net sales were $262.43 million, compared to the estimated $279.44 million, reflecting an 8.3% increase year-over-year [4] - Industrial segment net sales were $238.59 million, slightly below the estimated $240.35 million, but showed a significant year-over-year increase of 52.7% [4] - Operating earnings for the Industrial segment were $80.73 million, close to the average estimate of $80.82 million [4] - Operating earnings for Expansion Markets were $10.39 million, exceeding the estimated $8.48 million [4] - Unallocated corporate expenses were reported at -$8.34 million, better than the average estimate of -$11.18 million [4] - Contractor segment operating earnings were $67.87 million, below the average estimate of $78.47 million [4] Stock Performance - Graco's shares have returned -1.3% over the past month, while the Zacks S&P 500 composite has increased by 1.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Wall Street analysts forecast Revvity (RVTY) will report quarterly earnings of $1.14 per share, reflecting a year-over-year decline of 10.9% [1] - Anticipated revenues are projected to be $699.98 million, showing a 2.3% increase compared to the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised upward by 0.2% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock [3] Revenue Projections - Analysts estimate 'Net Sales- Life Sciences' will reach $338.39 million, representing a year-over-year increase of 12.5% [5] - 'Net Sales- Diagnostics' is expected to be $361.25 million, indicating a decline of 5.8% from the previous year [5] - 'Organic revenue growth - Diagnostics' is forecasted at 0.2%, down from 5.0% a year ago [5] Stock Performance - Revvity shares have increased by 13% over the past month, outperforming the Zacks S&P 500 composite, which rose by 1.1% [5] - With a Zacks Rank of 4 (Sell), RVTY is expected to underperform the overall market in the near term [5]

Core Insights - Fastenal reported $2.13 billion in revenue for the quarter ended September 2025, marking an 11.7% year-over-year increase, with EPS of $0.29 compared to $0.26 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $2.14 billion by -0.11%, and the EPS was also below the consensus estimate of $0.30 by -3.33% [1] Financial Performance - Fastenal's shares have returned -3.5% over the past month, while the Zacks S&P 500 composite increased by +0.4% [3] - The company currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3] Key Metrics - Business days for the quarter were 64.00, matching the five-analyst average estimate [4] - Daily sales averaged $33.30, exceeding the $31.99 average estimate from four analysts [4] - Weighted FASTBin/FASTVend signings (MEUs) reached 7,050, surpassing the average estimate of 6,549 based on two analysts [4] - The number of branch locations was 1,590, slightly below the average estimate of 1,594 [4] - Weighted FASTBin/FASTVend installations (MEUs) at the end of the period totaled 133,910, which was lower than the estimated 136,653 [4]

Core Viewpoint - Vail Resorts (MTN) is expected to report a quarterly loss of -$4.78 per share, a decline of 2.4% year over year, with revenues forecasted at $269.98 million, reflecting a 1.7% increase compared to the previous year [1] Financial Estimates - Analysts predict 'Net Revenue- Lodging net revenue' will reach $88.25 million, indicating a year-over-year change of -1.3% [4] - 'Net Revenue- Mountain net revenue' is expected to be $179.08 million, showing a change of +1.8% from the prior-year quarter [4] - The combined 'Net Revenue- Resort net revenue' is estimated at $267.74 million, suggesting a change of +0.9% year over year [4] Specific Revenue Components - 'Net Revenue- Mountain net revenue- Other' is projected at $71.77 million, reflecting a -5.4% change from the year-ago quarter [5] - 'Net Revenue- Lodging net revenue- Managed condominium rooms' is expected to be $10.46 million, indicating a -0.3% year-over-year change [5] - 'Net Revenue- Mountain net revenue- Retail/rental' is forecasted at $26.29 million, showing an increase of +8.2% from the prior-year quarter [6] - 'Net Revenue- Mountain net revenue- Dining' is estimated at $20.51 million, indicating a +14.2% change from the prior-year quarter [6] - 'Net Revenue- Mountain net revenue- Ski school' is projected at $10.27 million, reflecting an +8.2% year-over-year change [7] - 'Net Revenue- Mountain net revenue- Lift' is expected to be $44.64 million, indicating a -7.5% change from the prior-year quarter [7] Lodging and Mountain Metrics - 'Lodging - Managed condominium statistics - RevPAR' is expected to reach $46.15, slightly down from $46.30 year-ago value [8] - 'Lodging - Owned hotel statistics - RevPAR' is forecasted at $178.07, compared to $175.22 in the same quarter last year [8] - 'Mountain - ETP' is estimated at $59.70, down from $69.04 reported in the same quarter last year [8] Stock Performance - Over the past month, shares of Vail Resorts have returned -8%, while the Zacks S&P 500 composite has increased by +3.1% [9] - Currently, MTN holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [9]