Company Performance - Kennametal reported quarterly earnings of $0.34 per share, missing the Zacks Consensus Estimate of $0.40 per share, and down from $0.49 per share a year ago, representing an earnings surprise of -15.00% [1] - The company posted revenues of $516.45 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.95%, and down from $543.31 million year-over-year [2] - Over the last four quarters, Kennametal has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Future Outlook - The sustainability of Kennametal's stock price movement will depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the coming quarter is $0.29 on revenues of $483.36 million, and for the current fiscal year, it is $1.41 on revenues of $2 billion [7] - The estimate revisions trend for Kennametal 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 Manufacturing - Tools & Related Products industry, to which Kennametal belongs, is currently in the top 22% of over 250 Zacks industries, suggesting a positive outlook for the sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Kennametal's performance [5]

Core Viewpoint - Parsons (PSN) reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.74 per share, but down from $0.84 per share a year ago, indicating a +5.41% earnings surprise [1][2] Financial Performance - The company posted revenues of $1.58 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.34% and down from $1.67 billion year-over-year [2] - Over the last four quarters, Parsons has surpassed consensus EPS estimates three times but has only topped revenue estimates once [2] Stock Performance - Parsons shares have declined approximately 16.5% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.81 on revenues of $1.69 billion, and for the current fiscal year, it is $3.16 on revenues of $6.6 billion [7] - The trend of estimate revisions for Parsons was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Technology Services industry, to which Parsons belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Emerson Electric reported quarterly earnings of $1.52 per share, exceeding the Zacks Consensus Estimate of $1.51 per share, and showing an increase from $1.43 per share a year ago [1][2] Financial Performance - The company achieved revenues of $4.55 billion for the quarter ended June 2025, which was 0.6% below the Zacks Consensus Estimate, but an increase from $4.38 billion year-over-year [3] - Over the last four quarters, Emerson Electric has surpassed consensus EPS estimates four times and topped revenue estimates twice [2][3] Stock Performance - Emerson Electric shares have increased approximately 13.4% since the beginning of the year, outperforming the S&P 500's gain of 7.1% [4] - The current Zacks Rank for Emerson Electric is 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The consensus EPS estimate for the upcoming quarter is $1.63 on revenues of $4.9 billion, and for the current fiscal year, it is $6.00 on revenues of $18.09 billion [8] - The outlook for the Manufacturing - Electronics industry is positive, with the industry currently ranking in the top 26% of over 250 Zacks industries [9]

Core Viewpoint - Rayonier Advanced Materials reported a quarterly loss of $0.43 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.20, marking an earnings surprise of -115.00% [1] - The company has struggled with revenue, posting $340 million for the quarter, which is a 15.9% miss compared to the consensus estimate and a decline from $419 million year-over-year [2] Group 1: Financial Performance - The company has not surpassed consensus revenue estimates over the last four quarters, indicating ongoing challenges in meeting market expectations [2] - Rayonier Advanced Materials shares have declined approximately 54.8% year-to-date, contrasting sharply with the S&P 500's gain of 7.6% [3] Group 2: Future Outlook - The future performance of Rayonier Advanced Materials will largely depend on management's commentary during the earnings call and the subsequent revisions of earnings estimates [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.08 on revenues of $410.7 million, while for the current fiscal year, the estimate is -$0.46 on revenues of $1.59 billion [7] Group 3: Industry Context - The Paper and Related Products industry, to which Rayonier Advanced Materials belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, which may negatively impact the stock's performance [8]

Group 1 - Champion Homes reported quarterly earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and up from $0.91 per share a year ago, representing an earnings surprise of +35.23% [1] - The company posted revenues of $701.32 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 9.04%, compared to $627.78 million in the same quarter last year [2] - Champion Homes has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] Group 2 - The stock has underperformed the market, losing about 25.7% since the beginning of the year, while the S&P 500 has gained 7.6% [3] - The current consensus EPS estimate for the coming quarter is $0.92 on revenues of $663.3 million, and for the current fiscal year, it is $3.44 on revenues of $2.62 billion [7] - The Zacks Industry Rank for Building Products - Mobile Homes and RV Builders is currently in the bottom 7% of over 250 Zacks industries, suggesting potential challenges for the sector [8]

分组1 - The Baldwin Insurance Group reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.41 per share, and up from $0.34 per share a year ago, representing an earnings surprise of +2.44% [1] - The company posted revenues of $378.81 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.23%, compared to year-ago revenues of $339.84 million [2] - The stock has underperformed the market, losing about 7.1% since the beginning of the year, while the S&P 500 gained 7.6% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.39 on revenues of $382.18 million, and for the current fiscal year, it is $1.79 on revenues of $1.55 billion [7] - The Zacks Industry Rank for Insurance - Life Insurance is currently in the top 15% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - The Baldwin Insurance Group has a Zacks Rank 2 (Buy), suggesting that the shares are expected to outperform the market in the near future [6]

Core Viewpoint - Supernus Pharmaceuticals reported strong quarterly earnings, significantly exceeding expectations, which raises questions about future performance and stock outlook [1][2][4]. Financial Performance - Supernus reported earnings of $0.91 per share, surpassing the Zacks Consensus Estimate of $0.47 per share, and showing an increase from $0.36 per share a year ago, resulting in an earnings surprise of +93.62% [1]. - The company posted revenues of $165.45 million for the quarter, exceeding the Zacks Consensus Estimate by 7.34%, although this represents a slight decline from $168.32 million in the same quarter last year [2]. Market Performance - Supernus shares have increased by approximately 2.5% since the beginning of the year, while the S&P 500 has gained 7.6%, indicating underperformance relative to the broader market [3]. Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.52 for the next quarter and $1.89 for the current fiscal year [7]. - The Zacks Rank for Supernus is currently 5 (Strong Sell), suggesting expected underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6]. Industry Context - The Medical - Generic Drugs industry, to which Supernus belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8].

Financial Performance - Hyster-Yale reported a quarterly loss of $0.14 per share, missing the Zacks Consensus Estimate of $0.26, and a significant decline from earnings of $3.58 per share a year ago, representing an earnings surprise of -153.85% [1] - The company posted revenues of $956.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.10%, but down from $1.17 billion in the same quarter last year [2] - Over the last four quarters, Hyster-Yale has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Hyster-Yale shares have declined approximately 18.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The current Zacks Rank for Hyster-Yale is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.33 on revenues of $897.91 million, and for the current fiscal year, it is $1.54 on revenues of $3.69 billion [7] - The estimate revisions trend for Hyster-Yale was mixed ahead of the earnings release, and future changes in estimates will be closely monitored [6][7] Industry Context - Hyster-Yale operates within the Manufacturing - Construction and Mining industry, which is currently ranked in the bottom 18% of over 250 Zacks industries, indicating potential challenges ahead [8]

Company Performance - OraSure Technologies reported a quarterly loss of $0.19 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.15, marking an earnings surprise of -26.67% [1] - The company posted revenues of $31.24 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.62%, but down from $54.33 million year-over-year [2] - Over the last four quarters, OraSure has surpassed consensus EPS estimates only once, while it has topped consensus revenue estimates four times [2] Stock Outlook - OraSure shares have declined approximately 13.6% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.12 on revenues of $32.71 million, and for the current fiscal year, it is -$0.53 on revenues of $125.84 million [7] Industry Context - The Medical - Products industry, to which OraSure belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact OraSure's stock performance [5]

Company Performance - Select Water Solutions, Inc. reported quarterly earnings of $0.1 per share, missing the Zacks Consensus Estimate of $0.13 per share, and down from $0.13 per share a year ago, representing an earnings surprise of -23.08% [1] - The company posted revenues of $364.22 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.28%, and down from $365.13 million year-over-year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Select Water Solutions, Inc. shares have lost about 31.9% since the beginning of the year, while the S&P 500 has gained 7.6% [3] - The current status of estimate revisions translates into a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.16 on revenues of $372.01 million, and for the current fiscal year, it is $0.54 on revenues of $1.47 billion [7] - The outlook for the Waste Removal Services industry, to which the company belongs, is currently in the bottom 30% of the Zacks industries, which may impact stock performance [8]