Company Performance - Lumentum reported quarterly earnings of $0.57 per share, exceeding the Zacks Consensus Estimate of $0.50 per share, and up from $0.29 per share a year ago, representing an earnings surprise of 14% [1] - The company achieved revenues of $425.2 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.45%, and an increase from $366.5 million year-over-year [2] - Over the last four quarters, Lumentum has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - Lumentum shares have declined approximately 24.8% since the beginning of the year, compared to a 3.9% decline in the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.65 for the coming quarter and $1.76 for the current fiscal year [4][7] Industry Context - The Lasers Systems and Components industry, to which Lumentum belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable industry outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Lumentum's stock performance [5]

Core Insights - Hyster-Yale reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, but down from $2.93 per share a year ago, indicating a significant decline in profitability [1] - The company posted revenues of $910.4 million for the quarter, missing the Zacks Consensus Estimate by 3.95% and down from $1.06 billion year-over-year [2] - Hyster-Yale shares have underperformed, losing about 21.9% since the beginning of the year compared to the S&P 500's decline of 3.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $975.96 million, and for the current fiscal year, it is $2.05 on revenues of $3.91 billion [7] - The estimate revisions trend for Hyster-Yale is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - Hyster-Yale operates within the Manufacturing - Construction and Mining industry, which is currently ranked in the top 8% of over 250 Zacks industries, indicating a favorable industry outlook [8]

Company Performance - Helios Technologies reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.36 per share, but down from $0.53 per share a year ago [1] - The earnings surprise for this quarter was 22.22%, following a previous surprise of 13.79% when earnings were $0.33 per share against an expectation of $0.29 [2] - The company achieved revenues of $195.5 million for the quarter, surpassing the Zacks Consensus Estimate by 4.32%, but down from $212 million in the same quarter last year [3] Market Outlook - Helios Technologies shares have declined approximately 37.9% since the beginning of the year, compared to a 3.9% decline in the S&P 500 [4] - The current consensus EPS estimate for the upcoming quarter is $0.40 on revenues of $188.4 million, and for the current fiscal year, it is $1.52 on revenues of $734.1 million [8] Industry Context - The Manufacturing - General Industrial industry, to which Helios Technologies belongs, is currently ranked in the bottom 40% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of Helios Technologies may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform lower-ranked ones significantly [9]

Company Performance - Aris Water Solutions reported quarterly earnings of $0.25 per share, exceeding the Zacks Consensus Estimate of $0.23 per share, and showing an increase from $0.23 per share a year ago, representing an earnings surprise of 8.70% [1] - The company posted revenues of $120.49 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.37%, and up from $103.41 million year-over-year [2] - Over the last four quarters, Aris Water Solutions has surpassed consensus revenue estimates four times, but has only beaten EPS estimates once [2] Stock Performance - Aris Water Solutions shares have increased approximately 6.6% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.25 on revenues of $123.65 million, and for the current fiscal year, it is $1.07 on revenues of $498.66 million [7] - The outlook for the Waste Removal Services industry, in which Aris Water Solutions operates, is currently in the bottom 23% of over 250 Zacks industries, which may impact stock performance [8]

Company Performance - Opendoor Technologies Inc. reported a quarterly loss of $0.09 per share, better than the Zacks Consensus Estimate of a loss of $0.11, and an improvement from a loss of $0.12 per share a year ago, representing an earnings surprise of 18.18% [1] - The company posted revenues of $1.15 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 8.48%, although this is a decrease from year-ago revenues of $1.18 billion [2] - Over the last four quarters, Opendoor has exceeded consensus EPS estimates four times and has also topped consensus revenue estimates four times [2] Stock Performance and Outlook - Opendoor Technologies shares have declined approximately 53.8% since the beginning of the year, contrasting with the S&P 500's decline of 3.9% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.08 on revenues of $1.39 billion, and for the current fiscal year, it is -$0.31 on revenues of $5.56 billion [7] Industry Context - The Internet - Software industry, to which Opendoor belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Group 1: Earnings Performance - Qualys reported quarterly earnings of $1.67 per share, exceeding the Zacks Consensus Estimate of $1.46 per share, and up from $1.45 per share a year ago, representing an earnings surprise of 14.38% [1] - The company posted revenues of $159.9 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.78%, compared to year-ago revenues of $145.81 million [2] Group 2: Stock Performance and Outlook - Qualys shares have declined approximately 8.6% since the beginning of the year, while the S&P 500 has decreased by 3.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.40 on revenues of $159.62 million, and for the current fiscal year, it is $5.73 on revenues of $649.67 million [7] Group 3: Industry Context - The Zacks Security industry is currently ranked in the bottom 31% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, CrowdStrike Holdings, is expected to report quarterly earnings of $0.66 per share, reflecting a year-over-year decline of 29%, with revenues projected at $1.1 billion, up 19.9% from the previous year [9]

Group 1 - Mayville Engineering (MEC) reported quarterly earnings of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, but down from $0.16 per share a year ago, representing an earnings surprise of 300% [1] - The company posted revenues of $135.58 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.38%, but down from $161.27 million year-over-year [2] - Over the last four quarters, Mayville Engineering has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Group 2 - The stock has underperformed, losing about 16% since the beginning of the year compared to the S&P 500's decline of 3.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the coming quarter is $0.05 on revenues of $136.55 million, and for the current fiscal year, it is $0.65 on revenues of $571.1 million [7] Group 3 - The Zacks Industry Rank indicates that the Engineering - R and D Services sector is currently in the top 13% of over 250 Zacks industries, suggesting strong potential for outperformance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]

Company Performance - Powell Industries reported quarterly earnings of $3.81 per share, exceeding the Zacks Consensus Estimate of $3.34 per share, and up from $2.75 per share a year ago, representing an earnings surprise of 14.07% [1] - The company posted revenues of $278.63 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.47%, compared to $255.11 million in the same quarter last year [2] - Over the last four quarters, Powell Industries has surpassed consensus EPS estimates four times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - Powell Industries shares have declined approximately 13.4% since the beginning of the year, while the S&P 500 has decreased by 3.9% [3] - The company's earnings outlook is mixed, with the current consensus EPS estimate for the coming quarter at $3.76 on revenues of $295.12 million, and for the current fiscal year at $13.71 on revenues of $1.11 billion [7] - The current Zacks Rank for Powell Industries is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Industry Context - The Manufacturing - Electronics industry, to which Powell Industries belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Company Performance - Arcosa reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, but down from $0.73 per share a year ago, representing an earnings surprise of 68.97% [1] - The company posted revenues of $632 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.25% and up from $598.6 million year-over-year [2] - Over the last four quarters, Arcosa has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Outlook - Arcosa shares have declined approximately 13.2% since the beginning of the year, compared to a decline of 3.9% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $1.06 on revenues of $767.1 million, and for the current fiscal year, it is $3.77 on revenues of $2.93 billion [7] Industry Context - The Building Products - Miscellaneous industry, to which Arcosa belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Arcosa's stock performance [5][6]

Core Insights - Horace Mann (HMN) reported quarterly earnings of $1.07 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and up from $0.60 per share a year ago [1] - The earnings surprise for the quarter was 21.59%, and the company has surpassed consensus EPS estimates three times over the last four quarters [2] - Revenues for the quarter were $416.4 million, slightly missing the Zacks Consensus Estimate by 0.89%, but up from $386 million year-over-year [3] Earnings Performance - The company had a significant earnings surprise of 63.64% in the previous quarter, where actual earnings were $1.62 per share against an expectation of $0.99 [2] - The current consensus EPS estimate for the upcoming quarter is $0.58, with expected revenues of $431.4 million, and for the current fiscal year, the estimate is $3.80 on $1.73 billion in revenues [8] Stock Performance - Horace Mann shares have increased by approximately 7.6% since the beginning of the year, contrasting with a decline of 3.9% in the S&P 500 [4] - The stock currently holds a Zacks Rank of 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Outlook - The Insurance - Multi line industry, to which Horace Mann belongs, is currently ranked in the top 27% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]