Core Insights - Constellium (CSTM) reported quarterly earnings of $0.62 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, and significantly up from $0.02 per share a year ago, representing an earnings surprise of +67.57% [1] - The company achieved revenues of $2.17 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.87% and up from $1.8 billion year-over-year [2] - Constellium's stock has increased by approximately 64.7% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $1.95 billion, and for the current fiscal year, it is $1.16 on revenues of $8.14 billion [7] - The estimate revisions trend for Constellium was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Metal Products - Distribution industry, to which Constellium belongs, is currently in the top 12% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Core Viewpoint - Clarivate PLC (CLVT) reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, but down from $0.19 per share a year ago, indicating a +12.50% earnings surprise [1][2] Financial Performance - The company achieved revenues of $623.1 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 9.23%, and showing a slight increase from $622.2 million year-over-year [2] - Over the last four quarters, Clarivate has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - Clarivate shares have declined approximately 28.4% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] - The current Zacks Rank for Clarivate is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $602.2 million, while the estimate for the current fiscal year is $0.65 on revenues of $2.39 billion [7] - The outlook for the industry, particularly the Computers - IT Services sector, is favorable, ranking in the top 24% of over 250 Zacks industries, which historically outperforms the bottom 50% by more than 2 to 1 [8]

First Quantum Minerals (FQVLF) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.08. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -125.00%. A quarter ago, it was expected that this metal and minerals mining company would post a loss of $0.03 per share when it actually produced earnings of $0.02, delivering a surprise of +166.67%.Over the last four ...

On Wednesday, Chipotle (CMG) is expected to report earnings, which should provide plenty in the way of headlines for investors in this name (and those who may not be invested in this restaurant chain) to chew on. It's been a mixed earnings season thus far, with strength seen in certain pockets of the economy (financials), while some tech companies and those operating in other sectors are seeing less-favorable dynamics play out. In the world of restaurant chains like Chipotle, the earnings outlook also app ...

Core Insights - Ameris Bancorp (ABCB) reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and up from $1.38 per share a year ago, representing an earnings surprise of +4.08% [1] - The company achieved revenues of $315.19 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.51% and increasing from $284.74 million year-over-year [2] - Ameris Bancorp has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.45 on revenues of $304.67 million, and for the current fiscal year, it is $5.69 on revenues of $1.2 billion [7] - The stock has gained approximately 18.3% since the beginning of the year, outperforming the S&P 500's gain of 15.5% [3] Industry Context - The Zacks Industry Rank for Banks - Southeast places it in the top 19% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Renasant (RNST), a peer in the same industry, is expected to report quarterly earnings of $0.79 per share, reflecting a year-over-year increase of +12.9% [9]

Core Viewpoint - NBT Bancorp reported quarterly earnings of $1.05 per share, exceeding the Zacks Consensus Estimate of $0.97 per share, and showing a year-over-year increase from $0.80 per share [1][2] Financial Performance - The company achieved revenues of $186.66 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.89% and increasing from $148.08 million a year ago [2] - Over the last four quarters, NBT has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - NBT shares have declined approximately 14.3% since the beginning of the year, contrasting with the S&P 500's gain of 15.5% [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 $0.97 on revenues of $182.83 million, and for the current fiscal year, it is $3.61 on revenues of $691.88 million [7] - The trend of earnings estimate revisions for NBT was mixed prior to the earnings release, which may change following the recent results [6] Industry Context - The Banks - Northeast industry, to which NBT belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Sierra Bancorp reported quarterly earnings of $0.72 per share, missing the Zacks Consensus Estimate of $0.79 per share, and showing a decrease from $0.74 per share a year ago, resulting in an earnings surprise of -8.86% [1] - The company posted revenues of $40.03 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.11% and increasing from $38.58 million year-over-year [2] - The stock has underperformed the market, losing about 5.6% since the beginning of the year compared to the S&P 500's gain of 15.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.79 on revenues of $39.45 million, and for the current fiscal year, it is $3.02 on revenues of $154.95 million [7] - The estimate revisions trend for Sierra Bancorp 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 Zacks Industry Rank for Banks - West is currently in the top 17% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8] - Another company in the same industry, Hope Bancorp, is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year change of +23.8%, with revenues anticipated to be $139.15 million, up 19.3% from the previous year [9][10]

Core Insights - Comfort Systems (FIX) reported quarterly earnings of $8.25 per share, exceeding the Zacks Consensus Estimate of $6.2 per share, and up from $4.09 per share a year ago [1] - The earnings surprise for the quarter was +33.06%, following a previous surprise of +39.53% [2] - The company achieved revenues of $2.45 billion for the quarter, surpassing the Zacks Consensus Estimate by 13.69% and up from $1.81 billion year-over-year [3] Financial Performance - Comfort Systems has consistently outperformed consensus EPS estimates over the last four quarters [2] - The stock has gained approximately 86.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 13.9% [4] - Current consensus EPS estimate for the upcoming quarter is $5.70 on revenues of $2.16 billion, and for the current fiscal year, it is $23.14 on revenues of $8.32 billion [8] Market Outlook - The company's favorable estimate revisions trend prior to the earnings release has resulted in a Zacks Rank 1 (Strong Buy), indicating expected outperformance in the near future [7] - The outlook for the industry, specifically the Building Products - Air Conditioner and Heating sector, is currently in the bottom 20% of Zacks industries, which may impact stock performance [9] - Another company in the same industry, Watsco (WSO), is expected to report quarterly earnings soon, with a consensus EPS estimate of $4.21, reflecting a year-over-year decline [10]

Core Insights - Valmont Industries, Inc. (VMI) reported third-quarter 2025 earnings of $4.98 per share, a 21% increase from $4.11 in the same quarter last year, surpassing the Zacks Consensus Estimate of $4.64 [1] - The company's profits reached $99.03 million, up from $83.07 million year over year [1] - VMI's revenues for the third quarter were $1,046 million, reflecting a 2.5% year-over-year increase and exceeding the Zacks Consensus Estimate of $1,038.8 million [1][8] Segment Performance - Infrastructure segment revenues increased by 6.6% year over year to $808.3 million, driven by strong utility demand and improved factory throughput, surpassing the estimate of $772.4 million [2] - Utility sales rose by 12.3% due to favorable pricing and higher volumes, while telecommunications sales grew significantly due to effective execution aligned with carrier investment programs [3] - Coatings revenue also saw an increase, but these gains were partially offset by a decline in Solar sales and reduced Lighting & Transportation sales in the Asia-Pacific region [3] Agriculture Segment - Agriculture revenue declined by approximately 9% year over year to $241.3 million, missing the estimate of $263.7 million, primarily due to weaker demand for irrigation equipment and macroeconomic challenges [4] - International sales faced additional pressure from project sales timing in the Middle East, while North American agricultural demand remained soft [4] Financial Overview - The company ended the quarter with cash and cash equivalents of $226.1 million, with cash provided by operating activities at $345.2 million, down 32% year over year [5] - VMI returned $39.2 million to shareholders through dividends and share repurchases during the quarter and invested $41.9 million in capital expenditures for growth initiatives [5] 2025 Outlook - VMI updated its full-year 2025 guidance, anticipating net sales of approximately $4.1 billion, with infrastructure segment revenue of around $3.1 billion and agriculture segment revenue of about $1 billion [6] - The adjusted earnings per share outlook was raised to a range of $18.70 to $19.50 from the previous range of $17.50 to $19.50, with capital expenditure expected to be between $140 million and $160 million [6] Stock Performance - VMI's shares have increased by 25.1% over the past year, outperforming the industry's rise of 15.5% [7]

Rising US scrutiny of the global chip industry puts the spotlight on TSMC and Samsung’s earnings outlook next week https://t.co/Hw6OAdRE62 ...