Core Insights - Quanta Services reported revenue of $6.77 billion for the quarter ended June 2025, marking a year-over-year increase of 21.1% and an EPS of $2.48 compared to $1.90 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - The reported revenue of $6.77 billion surpassed the Zacks Consensus Estimate of $6.55 billion by 3.34%, while the EPS of $2.48 exceeded the consensus estimate of $2.43 by 2.06% [1] - Quanta Services' stock has returned +10.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change, and currently holds a Zacks Rank 3 (Hold) [3] Backlog and Revenue Breakdown - Total backlog stands at $35.84 billion, slightly below the two-analyst average estimate of $36.11 billion [4] - Backlog for Underground Utility and Infrastructure Solutions is $5.56 billion, exceeding the $5.42 billion average estimate [4] - Backlog for Electric Power Infrastructure Solutions is $30.28 billion, below the $30.69 billion estimated by two analysts [4] - Revenues from Underground Utility and Infrastructure Solutions reached $1.31 billion, slightly above the six-analyst average estimate of $1.3 billion, reflecting an 18.7% year-over-year change [4] - Revenues from Electric Power Infrastructure Solutions were $5.46 billion, surpassing the $5.25 billion estimate and showing a significant year-over-year increase of 122.6% [4] Operating Income Analysis - Operating income for Electric Power Infrastructure Solutions was reported at $552.62 million, exceeding the $528.34 million average estimate [4] - Operating income for Underground Utility and Infrastructure Solutions was $90.7 million, slightly below the $95.1 million average estimate [4] - Corporate and non-allocated costs reported an operating loss of $273.04 million, worse than the five-analyst average estimate of $-227.74 million [4]

Core Insights - Carlisle (CSL) reported $1.45 billion in revenue for the quarter ended June 2025, reflecting a year-over-year decline of 0.1% and an EPS of $6.27, slightly up from $6.24 a year ago, but below the consensus estimates [1] - The revenue fell short of the Zacks Consensus Estimate by 3.2%, while the EPS missed the consensus estimate by 6% [1] Revenue Performance - Carlisle Weatherproofing Technologies (CWT) generated $353.9 million in revenue, which is below the average estimate of $381.25 million, representing a year-over-year decline of 2.2% [4] - Carlisle Construction Materials (CCM) reported $1.1 billion in revenue, slightly above the average estimate of $1.12 billion, with a year-over-year increase of 0.6% [4] Earnings Before Interest and Taxes (EBIT) - Adjusted EBIT for Carlisle Construction Materials (CCM) was $324.1 million, lower than the estimated $346.06 million [4] - Adjusted EBIT for Corporate and unallocated was reported at -$28.5 million, better than the estimated -$30.48 million [4] - Adjusted EBIT for Carlisle Weatherproofing Technologies (CWT) was $44.8 million, significantly below the average estimate of $56.44 million [4] Stock Performance - Over the past month, shares of Carlisle have returned +8.7%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

View all Key Company Metrics for Fair Isaac here>>> Shares of Fair Isaac have returned -18.3% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Annual Recurring Revenue (ARR) - Platform: $254.2 million compared to the $259.2 million average estimate based on two analysts. Annual Recurring Revenue (ARR) - Total: $739.1 million versus the two-analyst average e ...

Core Insights - Etsy reported revenue of $672.66 million for the quarter ended June 2025, marking a year-over-year increase of 3.8% and exceeding the Zacks Consensus Estimate of $648.01 million by 3.8% [1] - The earnings per share (EPS) for the same period was $0.25, a decline from $0.41 a year ago, resulting in an EPS surprise of -53.7% compared to the consensus estimate of $0.54 [1] Financial Performance Metrics - Total Gross Merchandise Sales (GMS) reached $2.81 million, surpassing the average estimate of $2.77 million from 10 analysts [4] - Active buyers totaled 93,334, slightly below the estimated 94,648 from seven analysts [4] - Active sellers numbered 8,118, compared to the average estimate of 8,155 from three analysts [4] - Revenue from services was $204.49 million, exceeding the estimated $189.56 million from eight analysts, representing a year-over-year increase of 15.3% [4] - Marketplace revenue was $468.17 million, slightly above the average estimate of $459.65 million, but reflecting a year-over-year decline of 0.5% [4] Stock Performance - Over the past month, Etsy's shares have returned +17.4%, outperforming the Zacks S&P 500 composite's +3.4% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Timken reported revenue of $1.17 billion for the quarter ended June 2025, reflecting a year-over-year decline of 0.8% [1] - The EPS for the same period was $1.42, down from $1.63 a year ago, but exceeded the consensus estimate of $1.34 by 5.97% [1] - The revenue surpassed the Zacks Consensus Estimate of $1.15 billion by 1.72% [1] Financial Performance Metrics - Net Sales in Industrial Motion were $396 million, slightly below the average estimate of $397.62 million, representing a year-over-year decline of 0.7% [4] - Net Sales in Engineered Bearings reached $777.4 million, exceeding the average estimate of $759.27 million, with a year-over-year decline of 0.8% [4] - Adjusted EBITDA for Industrial Motion was $72.6 million, slightly above the average estimate of $72.21 million [4] - Adjusted EBITDA for Engineered Bearings was $153.4 million, surpassing the average estimate of $144.54 million [4] Stock Performance - Timken's shares have returned +7.3% over the past month, outperforming the Zacks S&P 500 composite's +3.4% 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 Insights - Littelfuse reported revenue of $613.41 million for the quarter ended June 2025, marking a year-over-year increase of 9.8% and exceeding the Zacks Consensus Estimate by 5.4% [1] - The company's EPS for the same period was $2.85, a significant increase from $1.97 a year ago, representing a surprise of 21.28% over the consensus estimate of $2.35 [1] Financial Performance - Net Sales in the Electronics segment reached $335.67 million, surpassing the average estimate of $320.5 million, with a year-over-year change of 9.8% [4] - Net Sales in the Industrial segment were $98.35 million, exceeding the average estimate of $90.5 million, reflecting a year-over-year increase of 17.2% [4] - Net Sales in the Transportation segment amounted to $179.4 million, compared to the average estimate of $163.5 million, showing a year-over-year change of 6.2% [4] Operating Income - Operating income for the Electronics segment was $49.86 million, slightly above the estimated $48 million [4] - Operating income for the Industrial segment was $18.86 million, exceeding the average estimate of $14.5 million [4] - Operating income for the Transportation segment reached $28.07 million, significantly higher than the average estimate of $18.5 million [4] Stock Performance - Shares of Littelfuse have returned +2% over the past month, while the Zacks S&P 500 composite has changed by +3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Financial Performance - Forge Global Holdings, Inc. reported revenue of $27.74 million for the quarter ended June 2025, representing a 24.5% increase year-over-year [1] - The earnings per share (EPS) was -$0.99, an improvement from -$1.20 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $22.57 million by 22.89% [1] - The EPS surprise was +14.66% compared to the consensus estimate of -$1.16 [1] Key Metrics - Shares of Forge Global have returned -10.9% over the past month, while the Zacks S&P 500 composite increased by 3.4% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3] - Trading Solutions recorded 927 trades, surpassing the four-analyst average estimate of 896 [4] - Trading Solutions volume reached $756.11 million, exceeding the average estimate of $478.32 million [4] - Custody Solutions reported assets under custody of $18.13 billion, slightly above the estimated $17.92 billion [4] - Total custodial accounts remained at 2,599, matching the average estimate [4] - Custodial administration fees generated revenues of $9.14 million, slightly below the average estimate of $9.51 million [4] - Marketplace revenues were $18.6 million, significantly higher than the average estimate of $13.15 million [4]

Core Insights - Frontier Communications reported $1.54 billion in revenue for Q2 2025, a 4% year-over-year increase, with an EPS of -$0.49, unchanged from the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.52 billion by 1.33%, while the EPS fell short of the consensus estimate of -$0.31 by 58.06% [1] Financial Performance Metrics - Broadband customers reached 3.23 million, slightly above the average estimate of 3.21 million [4] - Total Fiber Penetration was reported at 30.9%, exceeding the estimated 30.7% [4] - Revenue from contracts with customers was $1.52 billion, a 3.8% increase year-over-year, surpassing the average estimate of $1.51 billion [4] - Revenue from Fiber-Consumer services was $609 million, reflecting a 16.4% year-over-year increase, compared to the average estimate of $608.26 million [4] - Revenue from Video services was $68 million, a decline of 22.7% year-over-year, below the average estimate of $69.18 million [4] - Revenue from Fiber-Business and Wholesale was $330 million, a 4.1% year-over-year increase, exceeding the average estimate of $326.19 million [4] Stock Performance - Shares of Frontier Communications have returned +0.6% over the past month, compared to 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 - Ashland (ASH) reported a revenue of $463 million for the quarter ended June 2025, reflecting a year-over-year decline of 14.9% and an EPS of $1.04 compared to $1.49 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $468.37 million by 1.15%, and the EPS was also below the consensus estimate of $1.15, resulting in a surprise of -9.57% [1] Revenue Breakdown - Revenue from Intermediates was $33 million, slightly below the average estimate of $34.81 million, marking a year-over-year decline of 8.3% [4] - Revenue from Specialty Additives reached $131 million, exceeding the estimated $123.73 million, but still represented a decline of 12.7% year-over-year [4] - Personal Care revenue was reported at $147 million, slightly above the estimate of $146.57 million, with a year-over-year decrease of 16% [4] - Life Sciences revenue was $162 million, below the average estimate of $169.65 million, showing a year-over-year decline of 16.9% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Life Sciences was $54 million, slightly below the average estimate of $55.16 million [4] - Adjusted EBITDA for Intermediates was reported at $7 million, exceeding the average estimate of $3.48 million [4] - Adjusted EBITDA for Specialty Additives was $26 million, close to the average estimate of $26.25 million [4] - Adjusted EBITDA for Personal Care was $41 million, below the average estimate of $43.05 million [4] Stock Performance - Ashland's shares have returned +1.3% over the past month, underperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Insights - Chart Industries reported $1.08 billion in revenue for Q2 2025, a year-over-year increase of 4% and an EPS of $2.59 compared to $2.18 a year ago, but fell short of Zacks Consensus Estimates for both revenue and EPS [1] Financial Performance - Revenue of $1.08 billion represents a surprise of -3.22% against the Zacks Consensus Estimate of $1.12 billion [1] - EPS of $2.59 was below the consensus estimate of $2.62, resulting in an EPS surprise of -1.15% [1] Key Metrics - Total backlog reached $5.54 billion, exceeding the average estimate of $5.24 billion [4] - Backlog for Cryo Tank Solutions was $317.6 million, surpassing the average estimate of $301.82 million [4] - Backlog for Heat Transfer Systems was $2.01 billion, slightly below the average estimate of $2.07 billion [4] - Backlog for Specialty Products was $2.4 billion, exceeding the average estimate of $2.16 billion [4] - Backlog for Repair, Service & Leasing was $801.8 million, above the average estimate of $709.92 million [4] Orders and Sales - Orders for Heat Transfer Systems totaled $271.2 million, below the average estimate of $294.7 million [4] - Orders for Specialty Products were $663.3 million, significantly above the average estimate of $440.99 million [4] - Orders for Repair, Service & Leasing reached $406.1 million, exceeding the average estimate of $324.15 million [4] - Sales for Cryo Tank Solutions were $155.9 million, below the average estimate of $162.74 million, reflecting a year-over-year decline of -5.8% [4] - Sales for Repair, Service & Leasing were $338.2 million, slightly below the average estimate of $340.69 million, with a year-over-year decline of -6.2% [4] - Sales for Specialty Products were $292.9 million, below the average estimate of $331.27 million, but showed a year-over-year increase of +5.5% [4] - Sales for Heat Transfer Systems were $295.3 million, exceeding the average estimate of $277.49 million, with a year-over-year increase of +24.8% [4] Stock Performance - Shares of Chart Industries have returned +4.3% 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]