Core Insights - Wall Street analysts anticipate Amphenol (APH) will report quarterly earnings of $0.93 per share, reflecting a year-over-year increase of 69.1% [1] - Expected revenues for the quarter are projected at $5.84 billion, which represents a 35.2% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - Analysts estimate 'Net Sales- Harsh Environment Solutions' will reach $1.50 billion, indicating a year-over-year change of +19.1% [4] - 'Net Sales- Interconnect and Sensor Systems' is projected to be $1.35 billion, reflecting a year-over-year increase of +19.6% [4] - 'Net Sales- Communications Solutions' is expected to reach $3.25 billion, suggesting a significant year-over-year change of +68.6% [5] Operating Income Estimates - 'Operating Income- Interconnect and Sensor Systems' is forecasted to be $406.22 million, compared to $209.60 million in the same quarter last year [5] - 'Operating Income- Communications Solutions' is estimated at $934.68 million, up from $501.90 million reported in the same quarter last year [6] - 'Operating Income- Harsh Environment Solutions' is projected to reach $361.46 million, compared to $305.40 million in the same quarter last year [6] Stock Performance - Amphenol shares have shown a return of +10.6% over the past month, outperforming the Zacks S&P 500 composite, which increased by +0.6% [6] - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations of beating overall market performance in the near future [6]

Core Viewpoint - Community Trust Bancorp (CTBI) demonstrated strong financial performance for the quarter ended December 2025, with significant year-over-year growth in revenue and earnings per share (EPS) [1] Financial Performance - Revenue for the quarter was reported at $74.72 million, reflecting a 13.3% increase compared to the same period last year [1] - EPS was reported at $1.51, an increase from $1.25 in the year-ago quarter, resulting in a surprise of +5.97% over the consensus estimate of $1.43 [1] - The revenue exceeded the Zacks Consensus Estimate of $73.15 million by +2.15% [1] Key Metrics - Efficiency ratio stood at 48.7%, better than the average estimate of 50.5% based on two analysts [4] - Net Interest Margin was reported at 3.7%, slightly above the average estimate of 3.6% [4] - Average Balances of Interest-earning assets were $6.32 billion, compared to the estimated $6.29 billion [4] - Total Non-Interest Income was $16.6 million, surpassing the average estimate of $16 million [4] - Net Interest Income reached $58.12 million, exceeding the average estimate of $57.2 million [4] Stock Performance - Shares of Community Trust Bancorp have returned +1.4% over the past month, contrasting with the Zacks S&P 500 composite's -0.4% 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 Viewpoint - Analysts project that McCormick (MKC) will report quarterly earnings of $0.88 per share, reflecting a 10% year-over-year increase, with revenues expected to reach $1.85 billion, a 2.6% increase from the same quarter last year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate for the quarter has been revised downward by 2.9%, indicating a collective reassessment by covering analysts [2]. - Revisions to earnings estimates are crucial indicators for predicting potential investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Key Metrics Forecast - Analysts predict 'Net Sales- Flavor Solutions' will reach $725.28 million, representing a year-over-year change of +1.7% [5]. - The estimated 'Net Sales- Consumer' is projected at $1.12 billion, indicating a year-over-year change of +2.8% [5]. - 'Operating income excluding special charges and transaction and integration expenses- Flavor Solutions' is expected to reach $93.29 million, up from $80.00 million in the previous year [6]. - 'Operating income excluding special charges and transaction and integration expenses- Consumer' is projected at $241.22 million, compared to $228.00 million last year [6]. Stock Performance - McCormick shares have experienced a +0.4% change over the past month, while the Zacks S&P 500 composite has moved +2% [7]. - With a Zacks Rank 2 (Buy), McCormick is expected to outperform the overall market in the near future [7].

Core Viewpoint - Analysts project that F.N.B. (FNB) will report quarterly earnings of $0.41 per share, reflecting a 7.9% year-over-year increase, with revenues expected to reach $455.81 million, a 12% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock [2] Key Metrics Forecast - Analysts expect 'Net Interest Margin' to reach 3.3%, up from 3.0% in the same quarter last year [4] - The 'Efficiency Ratio' is estimated at 53.3%, improved from 56.9% a year ago [4] - 'Average Balance - Total interest earning assets' is projected at $44.77 billion, compared to $42.67 billion last year [4] Loan and Income Estimates - 'Total Non-Performing Loans' are expected to be $129.32 million, down from $159.00 million a year ago [5] - 'Total Non-Interest Income' is forecasted to reach $89.94 million, compared to $84.90 million in the same quarter last year [5] Additional Income Metrics - 'Mortgage banking operations' are estimated at $6.69 million, slightly down from $6.97 million last year [6] - 'Net Interest Income' is projected to be $364.78 million, up from $322.22 million a year ago [6] - 'Net interest income (FTE)' is expected to reach $367.60 million, compared to $325.15 million last year [7] - 'Insurance commissions and fees' are projected at $4.21 million, down from $4.53 million a year ago [7] - 'Capital markets income' is estimated at $7.71 million, up from $6.57 million last year [7] - 'Securities commissions and fees' are expected to reach $8.89 million, compared to $6.99 million last year [8] - 'Trust services' are projected at $11.72 million, slightly up from $11.56 million a year ago [8] Stock Performance - F.N.B. shares have decreased by 2.1% over the past month, contrasting with the Zacks S&P 500 composite's increase of 2.1% [8]

Core Insights - Apogee Enterprises, Inc. (APOG) reported adjusted earnings per share (EPS) of $1.02 for Q3 fiscal 2026, missing the Zacks Consensus Estimate of $1.03 per share, and reflecting a 14.3% decrease from the prior-year quarter [1] - The company generated revenues of $349 million in the quarter, up 2.1% year over year, but still below the Zacks Consensus Estimate of $350 million [2] - Apogee's gross profit fell 6.9% year over year to $82.9 million, with gross margin decreasing to 23.8% from 26.1% in the prior year [3] Financial Performance - Cost of sales increased by 5.3% year over year to $266 million, leading to a decline in operating income to $24.8 million, down 13.1% from $28.6 million in the prior year [3] - The Architectural Metals segment saw revenues decline by 9.9% year over year to $124 million, while the Architectural Glass segment grew by 0.9% to $70.8 million [4][5] - The Performance Surfaces segment experienced significant growth, with revenues rising 59.6% year over year to $52.9 million, attributed to the acquisition of UW Solutions [6] Backlog and Cash Position - The backlog for the Architectural Services segment decreased to $775 million at the end of Q3, down from $792 million in the previous quarter [7] - Apogee had cash and cash equivalents of $41 million at the end of Q3, with cash provided by operating activities totaling $67 million for the first nine months of the fiscal year [8] Guidance and Stock Performance - The company revised its FY26 revenue guidance to $1.39 billion from a previous range of $1.39-$1.42 billion, and adjusted EPS guidance to $3.40-$3.50 from $3.60-$3.90, citing 30 cents of tariff-related headwinds [11] - Apogee's stock has declined by 37.1% over the past year, contrasting with the industry's growth of 18.9% [12]

Core Insights - RPM International reported $1.91 billion in revenue for the quarter ended November 2025, a year-over-year increase of 3.5% [1] - The EPS for the same period was $1.20, down from $1.39 a year ago, and did not meet the consensus estimate of $1.41 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.93 billion, resulting in a surprise of -1.01% [1] Revenue Performance - Net Sales for the Construction Products Group (CPG) were $737.44 million, compared to the estimated $744.6 million, reflecting a year-over-year increase of +6.9% [4] - Net Sales for the Consumer Segment reached $638.65 million, below the estimated $657.21 million, with a year-over-year change of +8.2% [4] - Net Sales for the Performance Coatings Group (PCG) were $533.81 million, exceeding the estimated $529.3 million, and showing a significant year-over-year increase of +40.4% [4] Earnings Before Interest and Taxes (EBIT) Performance - Adjusted EBIT for the Consumer Segment was $90 million, below the average estimate of $103.51 million [4] - Adjusted EBIT for the Performance Coatings Group (PCG) was $82.83 million, slightly below the estimated $84.28 million [4] - Adjusted EBIT for the Construction Products Group (CPG) was $98.63 million, compared to the average estimate of $114.24 million [4] - Adjusted EBIT for Corporate/Other was -$44.82 million, worse than the average estimate of -$36.68 million [4] Stock Performance - RPM International's shares returned +0.3% over the past month, while the Zacks S&P 500 composite increased by +0.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Lululemon (LULU) is expected to report quarterly earnings of $2.22 per share, reflecting a decline of 22.7% year-over-year, while revenues are forecasted to reach $2.49 billion, an increase of 3.8% compared to the previous year [1] Earnings Estimates - There have been no revisions in the consensus EPS estimate for the quarter over the last 30 days, indicating stability in analysts' forecasts [1][2] Revenue Projections - Analysts predict 'Net Revenue by Channel- E-commerce' to be $981.41 million, a 3.9% increase from the prior year [4] - 'Net Revenue by Channel- Company-operated stores' is estimated at $1.26 billion, reflecting a 4.2% year-over-year change [4] - 'Net Revenue by Channel- Other channels' is expected to reach $260.68 million, indicating an 8% increase from the previous year [5] - 'Net Revenue by Category- Accessories and other categories' is projected at $321.46 million, showing an 11% year-over-year growth [5] - 'Geographic Revenues- China Mainland' is forecasted to be $395.16 million, representing a significant increase of 24.1% [5] - 'Geographic Revenues- Rest of World' is estimated at $359.20 million, a 16.7% increase from the prior year [6] - 'Geographic Revenues- Americas' is expected to be $1.74 billion, reflecting a slight decline of 1.5% year-over-year [6] - 'Geographic Revenues- United States' is projected at $1.40 billion, indicating a decrease of 1.9% compared to the previous year [6] Store and Sales Metrics - Analysts estimate 'Total stores' to reach 798, up from 749 a year ago [7] - 'Total Gross Square Footage' is projected at 3,597 thousand square feet, an increase from 3,231 thousand square feet last year [7] - 'Total Comparable Sales (Change in constant dollars)' is expected to be 0.0%, down from 3.0% in the same quarter last year [7] - The consensus for 'Total Comparable Sales' is -0.6%, compared to 4.0% a year ago [8] Stock Performance - Over the past month, Lululemon shares have returned +14.4%, outperforming the Zacks S&P 500 composite's +1.2% change [8]

Core Insights - Adobe Systems (ADBE) is expected to report quarterly earnings of $5.39 per share, reflecting a 12.1% increase year-over-year, with revenues projected at $6.1 billion, an 8.9% increase compared to the previous year [1] Revenue Estimates - The consensus estimate for 'Revenue- Digital Media' is $4.54 billion, indicating a 9.6% increase from the year-ago quarter [4] - 'Revenue- Digital Experience' is projected to reach $1.51 billion, reflecting a 7.9% year-over-year change [4] - 'Revenue- Publishing and Advertising' is expected to be $50.21 million, showing a decline of 22.8% from the prior-year quarter [4] - 'Revenue- Services and other' is estimated at $143.27 million, indicating a decrease of 10.5% year-over-year [5] - 'Revenue- Subscription' is projected to be $5.90 billion, suggesting a 10% increase compared to the previous year [5] - 'Revenue- Products' is expected to reach $63.03 million, reflecting a decline of 22.2% from the prior-year quarter [5] - 'Revenue- Subscription Revenue- Digital Experience' is estimated at $1.40 billion, indicating a 10.8% increase year-over-year [6] - 'Revenue- Subscription Revenue- Digital Media' is projected to be $4.41 billion, reflecting an 8.2% increase from the previous year [6] - 'Revenue- Subscription Revenue- Publishing and Advertising' is expected to be $30.87 million, indicating a 14.3% increase from the prior-year quarter [7] Business Unit Performance - The consensus for 'Business Unit - Digital Media - Total Digital Media ARR (Annual)' is projected at $19.18 billion, compared to $17.22 billion from the previous year [7] Stock Performance - Adobe shares have experienced a change of +0.4% over the past month, compared to a +1.3% move in the Zacks S&P 500 composite [7]

Core Insights - Wall Street analysts forecast PVH will report quarterly earnings of $2.56 per share, reflecting a year-over-year decline of 15.5% [1] - Anticipated revenues for PVH are projected at $2.27 billion, showing a slight increase of 0.6% compared to the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates by Brand - Analysts estimate 'Revenue by Brand - Heritage Brands' at $71.33 million, representing an increase of 18.3% from the prior-year quarter [4] - 'Revenue by Brand - Calvin Klein' is expected to reach $981.18 million, indicating a decline of 1.3% from the previous year [4] - 'Revenue by Brand - Tommy Hilfiger' is projected at $1.22 billion, reflecting a growth of 1.4% compared to the year-ago quarter [5] Market Performance - PVH shares have increased by 4.5% over the past month, outperforming the Zacks S&P 500 composite, which rose by 0.4% [5] - PVH holds a Zacks Rank of 4 (Sell), suggesting it is expected to underperform the overall market in the near term [5]

Core Insights - Burlington Stores (BURL) is expected to report quarterly earnings of $1.59 per share, reflecting a year-over-year increase of 2.6% [1] - Projected revenues for Burlington Stores are anticipated to be $2.71 billion, which represents a 7.1% increase from the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - The consensus estimate for 'Revenues- Net Sales' is $2.69 billion, indicating a year-over-year change of +6.7% [4] - Analysts project 'Revenues- Other revenue' to reach $4.70 million, reflecting a +4% change from the previous year [4] Store Metrics - Analysts predict that 'Stores at period end' will total 1,199, compared to 1,103 from the year-ago period [4] Stock Performance - Burlington Stores shares have increased by +5.9% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [4] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [4]