Group 1 - Amphenol reported quarterly earnings of $0.81 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, and up from $0.43 per share a year ago, representing an earnings surprise of +22.73% [1] - The company achieved revenues of $5.65 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 13.05%, compared to $3.61 billion in the same quarter last year [2] - Amphenol has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - The stock has increased approximately 46.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.3% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.68 for the coming quarter and $2.69 for the current fiscal year [4][7] - The Zacks Industry Rank places Electronics - Connectors in the top 6% of over 250 Zacks industries, indicating a favorable industry outlook [8]

Company Overview - Stratasys (SSYS) shares increased by 6.9% to close at $11.73, with notable trading volume compared to typical sessions, and a 2.1% gain over the past four weeks [1] - The company is focused on ongoing R&D investments that lead to new products, materials, and software solutions, including the launch of GrabCAD Print Pro 2025 [2] Earnings Expectations - Stratasys is expected to report quarterly earnings of $0.03 per share, reflecting a year-over-year increase of 175%, while revenues are projected at $137.43 million, a slight decline of 0.4% from the previous year [3] - The consensus EPS estimate for Stratasys has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Stratasys operates within the Zacks Commercial Printing industry, where Quad/Graphics (QUAD) also resides, with QUAD closing 3.8% higher at $5.69 and returning 0.7% over the past month [4] - Quad/Graphics has an unchanged consensus EPS estimate of $0.12 for the upcoming report, consistent with the previous year's results, and also holds a Zacks Rank of 3 (Hold) [5]

Company Performance - Lennox International (LII) reported quarterly earnings of $7.82 per share, exceeding the Zacks Consensus Estimate of $6.9 per share, and up from $6.83 per share a year ago [1] - The earnings surprise for this quarter was +13.33%, following a previous quarter where the company also surpassed expectations with earnings of $3.37 per share against an estimate of $3.25 per share, resulting in a surprise of +3.69% [2] - The company achieved revenues of $1.5 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.35% and increasing from $1.45 billion year-over-year [3] Market Outlook - Lennox shares have increased approximately 1.8% since the beginning of the year, while the S&P 500 has gained 7.3% [4] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of the recent earnings numbers [4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $7.12, with expected revenues of $1.56 billion, and for the current fiscal year, the estimate is $22.89 on revenues of $5.46 billion [8] - The estimate revisions trend for Lennox 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 [7] Industry Context - The Building Products - Air Conditioner and Heating industry, to which Lennox belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, suggesting potential challenges ahead [9] - The performance of Lennox's stock may be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]

Core Viewpoint - FS Bancorp reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.97 per share, but down from $1.13 per share a year ago, indicating a +2.06% earnings surprise [1][2] Financial Performance - The company achieved revenues of $37.28 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.14% and up from $36.27 million year-over-year [2] - Over the last four quarters, FS Bancorp has exceeded consensus EPS estimates three times and has topped consensus revenue estimates three times as well [2] Stock Performance and Outlook - FS Bancorp shares have increased approximately 1.5% since the beginning of the year, while the S&P 500 has gained 7.2% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.03 for the coming quarter and $4.05 for the current fiscal year [7] Industry Context - The Zacks Industry Rank for Banks - West places it in the top 28% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [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][6]

Core Insights - Pegasystems (PEGA) reported quarterly earnings of $0.28 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, and showing an increase from $0.26 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company achieved revenues of $384.51 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.27% and up from $351.15 million year-over-year [2] - Pegasystems has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The earnings surprise of +230.43% in the previous quarter, where actual earnings were $0.76 compared to an expected $0.23, indicates strong performance [1] - The current consensus EPS estimate for the upcoming quarter is $0.20, with expected revenues of $358.58 million, and for the current fiscal year, the EPS estimate is $1.88 on revenues of $1.67 billion [7] Market Position - Pegasystems shares have increased by approximately 10.2% since the beginning of the year, outperforming the S&P 500's gain of 7.2% [3] - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Outlook - The Computer - Software industry, to which Pegasystems belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable environment for performance [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]

分组1 - Community Financial System (CBU) reported quarterly earnings of $0.97 per share, missing the Zacks Consensus Estimate of $1.03 per share, representing an earnings surprise of -5.83% [1] - The company posted revenues of $200.14 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.44%, compared to year-ago revenues of $184.75 million [2] - Community Financial shares have lost about 6.1% since the beginning of the year, while the S&P 500 has gained 7.2% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $1.04 on revenues of $209.18 million, and for the current fiscal year, it is $4.09 on revenues of $821.7 million [7] - The Zacks Industry Rank for Financial - Miscellaneous Services is currently in the top 39% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Community Financial has a Zacks Rank 2 (Buy), suggesting that the shares are expected to outperform the market in the near future [6]

Invesco (IVZ) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -12.20%. A quarter ago, it was expected that this investment management company would post earnings of $0.39 per share when it actually produced earnings of $0.44, delivering a surprise of +12.82%.Over the last four quarter ...

Core Viewpoint - Sherwin-Williams reported quarterly earnings of $3.38 per share, missing the Zacks Consensus Estimate of $3.76 per share, representing a -10.11% earnings surprise [1] - The company posted revenues of $6.31 billion for the quarter, slightly surpassing the Zacks Consensus Estimate by 0.49% [2] Financial Performance - Earnings per share (EPS) for the same quarter last year was $3.70, indicating a year-over-year decline [1] - Over the last four quarters, Sherwin-Williams has surpassed consensus EPS estimates two times [2] - The company has topped consensus revenue estimates just once over the last four quarters [2] Stock Performance - Sherwin-Williams shares have increased by approximately 0.4% since the beginning of the year, compared to the S&P 500's gain of 7.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.58 on revenues of $6.33 billion, and for the current fiscal year, it is $11.76 on revenues of $23.41 billion [7] - The outlook for the industry, particularly the Chemical - Specialty sector, is favorable, ranking in the top 32% of over 250 Zacks industries [8] Industry Context - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5] - RPM International, another company in the same industry, is expected to report quarterly earnings of $1.60 per share, reflecting a year-over-year change of +2.6% [9]

Core Insights - Pentair plc reported quarterly earnings of $1.39 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, and showing an increase from $1.22 per share a year ago, resulting in an earnings surprise of +4.51% [1] - The company achieved revenues of $1.12 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.73% and reflecting a year-over-year increase from $1.1 billion [2] - Pentair has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The sustainability of Pentair's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.17 on revenues of $1.01 billion, while for the current fiscal year, the estimate is $4.75 on revenues of $4.12 billion [7] Industry Context - The Waste Removal Services industry, to which Pentair belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Pentair's stock performance [5] Stock Performance - Since the beginning of the year, Pentair shares have increased by approximately 4.2%, underperforming compared to the S&P 500's gain of 7.2% [3] - The estimate revisions trend for Pentair was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expectations of underperformance in the near future [6]

Group 1: Earnings Performance - Calix reported quarterly earnings of $0.33 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and up from $0.09 per share a year ago [1] - The earnings surprise for this quarter was +65.00%, following a previous surprise of +46.15% in the last quarter [2] - Over the last four quarters, Calix has surpassed consensus EPS estimates three times [2] Group 2: Revenue Performance - The company posted revenues of $241.88 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.02%, compared to $198.14 million in the same quarter last year [3] - Calix has also topped consensus revenue estimates three times over the last four quarters [3] Group 3: Stock Performance and Outlook - Calix shares have increased approximately 53.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [4] - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $226.85 million, and for the current fiscal year, it is $0.86 on revenues of $901.91 million [8] - The Zacks Industry Rank for Internet - Software is in the top 32% of over 250 Zacks industries, indicating a favorable outlook for the sector [9]