Core Insights - Commvault Systems (CVLT) is expected to report quarterly earnings of $0.94 per share, a 13.3% increase year-over-year, with revenues projected at $273.48 million, reflecting a 17.2% year-over-year growth [1] Earnings Estimates - The consensus EPS estimate has been revised 4.2% higher in the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Revenues- Perpetual license' to be $7.65 million, a decrease of 27.3% from the previous year [5] - 'Revenues- Other services' are estimated at $11.79 million, showing a 6.9% increase year-over-year [5] - The consensus for 'Revenues- Customer support' is $78.75 million, indicating a 1.4% increase from the prior year [5] - 'Revenues- Subscription' are expected to reach $175.32 million, reflecting a significant 30.8% increase year-over-year [6] - Analysts project 'Annualized Recurring Revenue (ARR)' to be $1,029.91 million, compared to $853.27 million from the previous year [6] Stock Performance - Over the past month, Commvault shares have decreased by 7.4%, while the Zacks S&P 500 composite has increased by 0.2% [6] - Commvault currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance in the near future [6]

Core Viewpoint - FirstService (FSV) reported quarterly earnings of $1.76 per share, exceeding the Zacks Consensus Estimate of $1.75 per share, and showing an increase from $1.63 per share a year ago, indicating a positive earnings surprise of +0.57% [1] Financial Performance - The company posted revenues of $1.45 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 1.18%, but an increase from $1.4 billion year-over-year [2] - Over the last four quarters, FirstService has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - FirstService shares have increased by approximately 2.1% since the beginning of the year, while the S&P 500 has gained 13.9% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.47 on revenues of $1.44 billion, and for the current fiscal year, it is $5.87 on revenues of $5.57 billion [7] - The estimate revisions trend for FirstService 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 FirstService belongs, is currently ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Pool Corp. reported quarterly earnings of $3.39 per share, exceeding the Zacks Consensus Estimate of $3.38 per share, and showing an increase from $3.26 per share a year ago, resulting in an earnings surprise of +0.30% [1] - The company achieved revenues of $1.45 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.14% and reflecting a year-over-year increase from $1.43 billion [2] - Pool Corp. shares have underperformed the market, losing approximately 12.7% since the beginning of the year, while the S&P 500 has gained 13.9% [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 $1.01 on revenues of $998.18 million, and for the current fiscal year, it is $10.88 on revenues of $5.3 billion [7] Industry Context - The Leisure and Recreation Products industry, to which Pool Corp. belongs, is currently ranked in the top 36% 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 - CBRE Group reported quarterly earnings of $1.61 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and up from $1.20 per share a year ago [1] - The earnings surprise for the quarter was +9.52%, following a previous surprise of +13.33% [2] - Revenues for the quarter reached $10.26 billion, surpassing the Zacks Consensus Estimate by 3.37%, and up from $9.04 billion year-over-year [3] Earnings Performance - CBRE has consistently outperformed consensus EPS estimates over the last four quarters [2] - The company has also topped consensus revenue estimates three times in the last four quarters [3] Stock Performance - CBRE shares have increased approximately 24.7% year-to-date, compared to a 13.9% gain in the S&P 500 [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for outperformance in the near future [7] Future Outlook - Current consensus EPS estimate for the upcoming quarter is $2.67 on revenues of $11.42 billion, and for the current fiscal year, it is $6.19 on revenues of $39.74 billion [8] - The Real Estate - Operations industry is ranked in the top 26% of over 250 Zacks industries, suggesting a favorable outlook for the sector [9]

Core Insights - MSC Industrial (MSM) reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $1.03 per share, and showing an earnings surprise of +5.83% [1] - The company achieved revenues of $978.18 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 1.38% and reflecting a year-over-year increase from $952.28 million [2] - MSC Industrial has outperformed the S&P 500, with shares increasing about 16.5% since the beginning of the year compared to the S&P 500's gain of 13.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.95 on revenues of $954.77 million, while for the current fiscal year, the estimate is $4.14 on revenues of $3.94 billion [7] - The estimate revisions trend for MSC Industrial was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Industrial Services industry, to which MSC Industrial belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of MSC Industrial's stock 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 a factor of more than 2 to 1 [8]

Core Insights - Darling Ingredients reported quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.13 per share, but showing an increase from $0.11 per share a year ago [1] - The company posted revenues of $1.56 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.83% and increasing from $1.42 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was -7.69%, with the company having surpassed consensus EPS estimates only once in the last four quarters [2] - The earnings outlook for the upcoming quarters is currently unfavorable, leading to a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [7] Revenue Insights - The current consensus EPS estimate for the upcoming quarter is $0.36 on revenues of $1.58 billion, and for the current fiscal year, it is $0.51 on revenues of $5.98 billion [8] Industry Context - The Food - Miscellaneous industry, to which Darling belongs, is currently in the bottom 20% of the Zacks industry rankings, which may negatively impact stock performance [9] - Another company in the same industry, US Foods, is expected to report quarterly earnings of $1.05 per share, reflecting a year-over-year increase of 23.5% [10]

Core Insights - Brunswick reported quarterly earnings of $0.97 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, but down from $1.17 per share a year ago, indicating an earnings surprise of +15.48% [1] - The company achieved revenues of $1.36 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.89% and up from $1.27 billion year-over-year [2] - Brunswick has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Financial Performance - The earnings surprise of +30.34% was noted in the previous quarter, where actual earnings were $1.16 per share against an expectation of $0.89 per share [1] - The current consensus EPS estimate for the upcoming quarter is $0.64, with projected revenues of $1.22 billion, while the estimate for the current fiscal year is $3.24 on $5.16 billion in revenues [7] Market Position - Brunswick shares have increased by approximately 0.6% since the beginning of the year, underperforming compared to the S&P 500's gain of 13.9% [3] - The Zacks Industry Rank places Leisure and Recreation Products in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8] Future Outlook - The sustainability of Brunswick's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The estimate revisions trend for Brunswick was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6]

Core Insights - Allegion (ALLE) reported quarterly earnings of $2.3 per share, exceeding the Zacks Consensus Estimate of $2.21 per share, and showing an increase from $2.16 per share a year ago, resulting in an earnings surprise of +4.07% [1] - The company achieved revenues of $1.07 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.33% and up from $967.1 million year-over-year [2] - Allegion's stock has increased by approximately 34.3% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The future performance of Allegion'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 $2.02 on revenues of $1.02 billion, while for the current fiscal year, the estimate is $8.14 on revenues of $4.02 billion [7] Industry Context - The Security and Safety Services industry, to which Allegion belongs, is currently ranked in the top 11% 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 [5]

Core Insights - Innoviva (INVA) shares increased by 5.5% to close at $18.35, following a notable trading volume that exceeded typical levels, contrasting with an 8.9% loss over the past four weeks [1][2] Company Performance - The price surge is linked to rising investor confidence in Innoviva's core royalties portfolio, the growing momentum of its marketed products from the infectious disease platform, and strategic investments in healthcare assets [2] - Innoviva is projected to report quarterly earnings of $0.46 per share, reflecting a year-over-year increase of 2200%, with expected revenues of $93.92 million, up 4.9% from the previous year [3] - The consensus EPS estimate for Innoviva has remained stable over the last 30 days, indicating that stock price movements typically require trends in earnings estimate revisions [4] Industry Context - Innoviva holds a Zacks Rank of 3 (Hold) within the Large Cap Pharmaceuticals industry, while Novo Nordisk (NVO), a peer in the same sector, experienced a 2.6% decline to $53.38 and has returned -8% over the past month [5] - Novo Nordisk's consensus EPS estimate has decreased by 4.2% over the past month to $0.75, representing a year-over-year change of -16.7%, and it currently holds a Zacks Rank of 4 (Sell) [6]

Core Insights - Banc of California reported quarterly earnings of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing an increase from $0.25 per share a year ago, resulting in an earnings surprise of +11.76% [1] - The company achieved revenues of $287.73 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.30% and reflecting a year-over-year increase from $276.67 million [2] - Banc of California has outperformed consensus EPS estimates in all four of the last quarters, while it has only topped revenue estimates once in the same period [2] Future Outlook - The immediate price movement of Banc of California's stock will largely depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.38, with projected revenues of $296.67 million, and for the current fiscal year, the EPS estimate is $1.21 on revenues of $1.12 billion [7] - The Zacks Rank for Banc of California is currently 3 (Hold), indicating that the stock is expected to perform in line with the market in the near future [6] Industry Context - The Banks - Southwest industry, to which Banc of California belongs, is currently ranked in the top 25% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]