分组1 - Vestis reported quarterly earnings of $0.05 per share, matching the Zacks Consensus Estimate, but down from $0.16 per share a year ago [1] - The company posted revenues of $673.8 million for the quarter ended June 2025, slightly exceeding the Zacks Consensus Estimate by 0.04%, but down from $698.25 million year-over-year [2] - Vestis has only surpassed consensus EPS estimates once in the last four quarters and has underperformed the market, losing about 60.9% since the beginning of the year [3][4] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $698.48 million, and for the current fiscal year, it is $0.23 on revenues of $2.71 billion [7] - The Zacks Industry Rank for Uniform and Related is in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Insights - Resideo Technologies reported quarterly earnings of $0.66 per share, exceeding the Zacks Consensus Estimate of $0.54 per share, and showing an increase from $0.62 per share a year ago [1] - The company achieved a revenue of $1.94 billion for the quarter, surpassing the Zacks Consensus Estimate by 6.43% and up from $1.59 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +22.22%, with a previous quarter surprise of +110% when actual earnings were $0.63 compared to an expected $0.30 [2] - Over the last four quarters, Resideo has exceeded consensus EPS estimates three times [2] Stock Performance - Resideo Technologies shares have increased approximately 11.8% year-to-date, outperforming the S&P 500's gain of 7.6% [4] - The current Zacks Rank for the stock 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 $0.59 on revenues of $1.88 billion, and for the current fiscal year, it is $2.40 on revenues of $7.39 billion [8] - The industry outlook is favorable, with the Security and Safety Services sector currently ranking in the top 30% of over 250 Zacks industries [9] Competitor Insights - Alarm.com Holdings, a competitor in the same industry, is expected to report quarterly earnings of $0.52 per share, reflecting a year-over-year decline of -10.3% [10] - Alarm.com Holdings' anticipated revenues are $244.54 million, representing a 4.6% increase from the previous year [11]

Core Viewpoint - Grocery Outlet Holding Corp. reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, but down from $0.25 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +35.29%, with the company previously expected to earn $0.07 per share but actually earning $0.13, resulting in a surprise of +85.71% [2] - Revenue for the quarter was $1.18 billion, slightly missing the Zacks Consensus Estimate by 0.27%, compared to $1.13 billion in the same quarter last year [3] - Over the last four quarters, the company has surpassed consensus EPS estimates three times and revenue estimates two times [2][3] Stock Performance and Outlook - Grocery Outlet shares have declined approximately 14% since the beginning of the year, while the S&P 500 has gained 7.6% [4] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.27 for the next quarter and $0.74 for the current fiscal year, with revenues expected to be $1.18 billion and $4.72 billion respectively [5][8] Industry Context - The Consumer Products - Staples industry, to which Grocery Outlet belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of Grocery Outlet's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]

Core Viewpoint - PTC Inc. shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimates - Analysts' optimism regarding PTC's earnings prospects is leading to higher estimates, which is expected to positively impact the stock price [2]. - The Zacks Rank system indicates a strong correlation between earnings estimate revisions and stock price movements, with PTC benefiting from this trend [2][3]. Current Quarter Estimates - For the current quarter, PTC is projected to earn $2.01 per share, reflecting a year-over-year increase of +30.5% [6]. - The Zacks Consensus Estimate for the current quarter has risen by 10.17% over the last 30 days, with no negative revisions reported [6]. Current Year Estimates - For the full year, PTC is expected to earn $6.18 per share, representing a year-over-year change of +21.7% [7]. - The consensus estimate for the current year has increased by 16.57%, supported by two upward revisions and no negative changes [7][8]. Zacks Rank - PTC has achieved a Zacks Rank 2 (Buy), indicating favorable estimate revisions that enhance its investment appeal [9]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500, suggesting a positive outlook for PTC [9]. Stock Performance - PTC shares have increased by 23.8% over the past four weeks, indicating strong investor confidence in the company's earnings growth prospects [10].

Core Viewpoint - Veeva Systems (VEEV) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Business Improvement Indicators - The increase in earnings estimates and the Zacks rating upgrade for Veeva suggest an improvement in the company's underlying business, which could lead to higher stock prices [4][9]. - For the fiscal year ending January 2026, Veeva is expected to earn $7.64 per share, with a 4.1% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6][8]. - The upgrade of Veeva to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

Core Viewpoint - Q2 Holdings (QTWO) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are a significant factor influencing stock prices [4][6]. - Rising earnings estimates for Q2 Holdings suggest an improvement in the company's underlying business, likely resulting in upward pressure on the stock price [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell) [7]. - Stocks in the top 20% of Zacks-covered stocks, like Q2 Holdings with its Zacks Rank 2, are positioned for potential market-beating returns [10]. Earnings Estimate Revisions for Q2 Holdings - Q2 Holdings is projected to earn $2.22 per share for the fiscal year ending December 2025, with no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for Q2 Holdings has increased by 36.1%, reflecting positive sentiment among analysts [8].

Core Viewpoint - Expeditors International (EXPD) reported quarterly earnings of $1.34 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and showing an earnings surprise of +8.06% [1][2] Financial Performance - The company achieved revenues of $2.65 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 10.52%, compared to $2.44 billion in the same quarter last year [2] - Over the last four quarters, Expeditors International has consistently exceeded consensus EPS estimates [2] Stock Performance - Since the beginning of the year, Expeditors International shares have increased by approximately 5.5%, while the S&P 500 has gained 7.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.33 on revenues of $2.73 billion, and for the current fiscal year, it is $5.38 on revenues of $10.54 billion [7] - The trend of estimate revisions for Expeditors International was mixed prior to the earnings release, which may change following the recent results [6] Industry Context - The Transportation - Services industry, to which Expeditors International belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, indicating potential challenges ahead [8]

Company Performance - Great Lakes Dredge & Dock (GLDD) reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.08 per share, and up from $0.11 per share a year ago, adjusted for non-recurring items [1] - The earnings surprise for the quarter was +75.00%, and the company has surpassed consensus EPS estimates three times over the last four quarters [2] - The company posted revenues of $193.76 million for the quarter, surpassing the Zacks Consensus Estimate by 11.14%, compared to $170.09 million in the same quarter last year [3] Market Comparison - Great Lakes Dredge & Dock shares have declined approximately 5.9% since the beginning of the year, while the S&P 500 has gained 7.6% [4] - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $194.27 million, and for the current fiscal year, it is $0.96 on revenues of $816.02 million [8] Industry Outlook - The Building Products - Heavy Construction industry, to which Great Lakes Dredge & Dock belongs, is currently in the top 5% of over 250 Zacks industries, indicating a favorable outlook [9] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [6]

Wall Street analysts forecast that Insmed (INSM) will report quarterly loss of -$1.30 per share in its upcoming release, pointing to a year-over-year increase of 33%. It is anticipated that revenues will amount to $103.42 million, exhibiting an increase of 14.5% compared to the year-ago quarter. The current level reflects a downward revision of 1.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their i ...

Financial Performance - Frontier Group Holdings reported a quarterly loss of $0.31 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.28, and compared to earnings of $0.14 per share a year ago, indicating a significant decline [1] - The company posted revenues of $929 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.5%, and down from $973 million in the same quarter last year [2] - Over the last four quarters, Frontier Group has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Frontier Group shares have lost approximately 42.5% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The current status of estimate revisions for Frontier Group is unfavorable, resulting in 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 upcoming quarter is -$0.09 on revenues of $939.82 million, and for the current fiscal year, it is -$0.40 on revenues of $3.76 billion [7] - The outlook for the airline industry, where Frontier Group operates, is currently in the top 37% of Zacks industries, suggesting that the industry’s performance can significantly impact the stock [8] Industry Context - Surf Air Mobility Inc., another company in the same industry, is expected to report a quarterly loss of $1.09 per share, reflecting a year-over-year change of +44.4%, with revenues expected to be $25.9 million, down 20% from the previous year [9][10]