Core Insights - Idex (IEX) reported revenue of $878.7 million for the quarter ended September 2025, reflecting a year-over-year increase of 10.1% and surpassing the Zacks Consensus Estimate by 2.37% [1] - Earnings per share (EPS) for the quarter was $2.03, up from $1.90 in the same quarter last year, exceeding the consensus EPS estimate of $1.93 by 5.18% [1] Financial Performance Metrics - Organic net sales increased by 5% year-over-year, outperforming the estimated 2.4% growth [4] - Net Sales in Fluid & Metering Technologies (FMT) reached $317.1 million, exceeding the average estimate of $305.75 million and representing a 5.4% increase year-over-year [4] - Intersegment sales eliminations were reported at $-1.3 million, better than the estimated $-1.56 million, showing an 18.8% decline compared to the previous year [4] - Net Sales in Fire & Safety/Diversified Products (FSDP) were $181.9 million, below the average estimate of $190.45 million, indicating a 3.2% decrease year-over-year [4] - Health & Science Technologies (HST) net sales were $381 million, surpassing the average estimate of $362.99 million, with a significant year-over-year increase of 22.5% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Fluid & Metering Technologies (FMT) was $106.8 million, slightly above the average estimate of $103.59 million [4] - Corporate adjusted EBITDA was reported at $-21.7 million, better than the estimated $-26.16 million [4] - Adjusted EBITDA for Fire & Safety/Diversified Products (FSDP) was $49.3 million, below the average estimate of $55.1 million [4] - Health & Science Technologies (HST) adjusted EBITDA reached $105.4 million, exceeding the average estimate of $95.53 million [4] Stock Performance - Idex shares have returned +2.6% over the past month, compared to a +3.8% change in the Zacks S&P 500 composite [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 - Vimeo, Inc. reported revenue of $105.76 million for Q3 2025, reflecting a year-over-year increase of 1.1% and an EPS of -$0.01 compared to $0.05 a year ago, indicating a significant decline in profitability [1] - The revenue fell short of the Zacks Consensus Estimate of $106 million by 0.23%, and the EPS was below the consensus estimate of $0.03 by 133.33% [1] Financial Performance Metrics - Vimeo's stock has returned +0.5% over the past month, underperforming the Zacks S&P 500 composite, which increased by +3.6% [3] - The company holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Revenue Metrics - ARPU for Self-Serve was reported at $204.00, exceeding the estimated $198.55 [4] - ARPU for Vimeo Enterprise was $24,567.00, below the estimated $25,850.58 [4] - Revenue from Other was $1.6 million, slightly above the estimated $1.57 million, but showed a significant year-over-year decline of 89.3% [4] - Revenue from Vimeo Enterprise was $25.5 million, below the estimated $27.03 million, but represented a year-over-year increase of 17.7% [4] - Revenue from Add-Ons was $8.03 million, surpassing the estimated $7.69 million [4] - Revenue from Self-Serve was $58.74 million, exceeding the estimated $57.55 million [4] - Revenue from OTT was $11.88 million, slightly below the estimated $12.3 million [4]

Flowserve (FLS) reported $1.17 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 3.7%. EPS of $0.90 for the same period compares to $0.62 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of -2.8%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.80.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Stree ...

Core Insights - Modine reported revenue of $738.9 million for the quarter ended September 2025, reflecting a 12.3% increase year-over-year and a surprise of +7.02% over the Zacks Consensus Estimate of $690.47 million [1] - Earnings per share (EPS) for the quarter was $1.06, compared to $0.97 in the same quarter last year, resulting in an EPS surprise of +9.28% against the consensus estimate of $0.97 [1] Revenue Performance - Net Sales in Climate Solutions reached $454.4 million, exceeding the estimated $424.63 million, marking a 24% increase compared to the previous year [4] - Net Sales in Performance Technologies were $286.3 million, slightly below the estimated $269.59 million, representing a decrease of 3.8% year-over-year [4] - Corporate and eliminations reported net sales of $-1.8 million, better than the estimated $-5.2 million, showing a significant improvement of 69.5% compared to the year-ago quarter [4] EBITDA Analysis - Adjusted EBITDA for Climate Solutions was $76 million, slightly below the average estimate of $79.81 million from two analysts [4] - Adjusted EBITDA for Corporate and eliminations was $-14.4 million, better than the estimated $-17.82 million [4] - Adjusted EBITDA for Performance Technologies was $42.2 million, exceeding the average estimate of $37.04 million from two analysts [4] Stock Performance - Modine's shares have returned +15.5% over the past month, outperforming the Zacks S&P 500 composite's +3.6% 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 - 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]

Core Insights - Dow Inc. reported a revenue of $9.97 billion for the quarter ended September 2025, reflecting an 8.3% decline year-over-year and falling short of the Zacks Consensus Estimate of $10.18 billion by 1.99% [1] - The company's EPS was -$0.19, a significant drop from $0.47 in the same quarter last year, although it exceeded the consensus EPS estimate of -$0.31 by 38.71% [1] Revenue Performance - Performance Materials & Coatings generated $2.08 billion, slightly below the average estimate of $2.11 billion, marking a 6% decrease year-over-year [4] - Corporate revenues were reported at $166 million, surpassing the average estimate of $154.97 million, but still down 11.2% year-over-year [4] - Packaging & Specialty Plastics brought in $4.89 billion, below the average estimate of $5.09 billion, representing an 11.3% decline year-over-year [4] - Industrial Intermediates & Infrastructure revenues were $2.83 billion, slightly below the average estimate of $2.87 billion, reflecting a 4.3% decrease year-over-year [4] Operating EBITDA - Operating EBITDA for Packaging & Specialty Plastics was $548 million, exceeding the average estimate of $513.07 million [4] - Corporate operating EBITDA was reported at -$45 million, better than the average estimate of -$60.15 million [4] - Operating EBITDA for Performance Materials & Coatings was $254 million, below the average estimate of $281.78 million [4] - Industrial Intermediates & Infrastructure achieved an operating EBITDA of $111 million, significantly above the average estimate of $57.29 million [4] Stock Performance - Dow Inc. shares have returned -6.2% over the past month, contrasting with the Zacks S&P 500 composite's +0.2% change, indicating potential underperformance in the near term [3]

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]