Group 1 - Belden reported quarterly earnings of $1.89 per share, exceeding the Zacks Consensus Estimate of $1.72 per share, and up from $1.51 per share a year ago, representing an earnings surprise of +9.88% [1] - The company achieved revenues of $671.99 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.91%, and an increase from $604.34 million year-over-year [2] - Belden has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - The stock has gained approximately 13.7% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [3] - The company's earnings outlook, including consensus earnings expectations for upcoming quarters, will be crucial for future stock performance [4] - Current consensus EPS estimate for the next quarter is $1.87 on revenues of $678 million, and for the current fiscal year, it is $7.25 on revenues of $2.67 billion [7] Group 3 - The Wire and Cable Products industry, to which Belden belongs, is currently ranked in the top 16% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current Zacks Rank for Belden is 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Core Insights - Howmet (HWM) reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.87 per share, and up from $0.67 per share a year ago [1] - The company achieved a revenue of $2.05 billion for the quarter, surpassing the Zacks Consensus Estimate by 3.24%, compared to $1.88 billion in the same quarter last year [3] Earnings Performance - The earnings surprise for the quarter was +4.60%, following a previous surprise of +11.69% when earnings were $0.86 per share against an expectation of $0.77 [2] - Howmet has consistently surpassed consensus EPS estimates over the last four quarters [2] Stock Performance - Howmet shares have increased approximately 75.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.2% [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.88 on revenues of $2.04 billion, and for the current fiscal year, it is $3.47 on revenues of $8.08 billion [8] - The outlook for the Aerospace - Defense industry, where Howmet operates, is favorable, ranking in the top 26% of over 250 Zacks industries [9]

Group 1: Earnings Performance - Stagwell reported quarterly earnings of $0.17 per share, matching the Zacks Consensus Estimate, and an increase from $0.14 per share a year ago [1] - The company had revenues of $706.82 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.37% and up from $671.17 million year-over-year [2] - Over the last four quarters, Stagwell has surpassed consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Stagwell shares have declined approximately 21.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.25 on revenues of $747.16 million, and for the current fiscal year, it is $0.84 on revenues of $2.93 billion [7] Group 3: Industry Context - The Advertising and Marketing industry, to which Stagwell belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook [8] - Research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than a factor of 2 to 1 [8]

Company Performance - Masco reported quarterly earnings of $1.3 per share, exceeding the Zacks Consensus Estimate of $1.08 per share, and up from $1.2 per share a year ago [1] - The earnings surprise for the quarter was +20.37%, while the previous quarter saw a surprise of -5.43% with actual earnings of $0.87 per share against an expectation of $0.92 [2] - The company posted revenues of $2.05 billion for the quarter, surpassing the Zacks Consensus Estimate by 2.32%, but down from $2.09 billion year-over-year [3] Future Outlook - The sustainability of Masco's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [4] - Current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $1.95 billion, and for the current fiscal year, it is $3.58 on revenues of $7.61 billion [8] - The estimate revisions trend for Masco was mixed ahead of 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 - Miscellaneous industry, to which Masco belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [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]

Company Performance - Canada Goose reported a quarterly loss of $0.66 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.62, and compared to a loss of $0.58 per share a year ago, indicating a decline in performance [1] - The company posted revenues of $77.91 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 14.02% and showing an increase from year-ago revenues of $64.39 million [2] - Over the last four quarters, Canada Goose has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Movement and Outlook - Canada Goose shares have increased by approximately 27.1% since the beginning of the year, outperforming the S&P 500's gain of 8.2% [3] - The future stock price movement will largely depend on management's commentary during the earnings call and the earnings outlook for the upcoming quarters [3][4] - The current consensus EPS estimate for the coming quarter is -$0.05 on revenues of $201.31 million, and for the current fiscal year, it is $0.84 on $1 billion in revenues [7] Industry Context - The Retail - Apparel and Shoes industry, to which Canada Goose belongs, is currently ranked in the bottom 17% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that the industry outlook can significantly affect Canada Goose's stock performance [5][8]

Financial Performance - Norwegian Cruise Line (NCLH) reported quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.52 per share, but showing an increase from $0.40 per share a year ago [1] - The company posted revenues of $2.52 billion for the quarter ended June 2025, which was below the Zacks Consensus Estimate by 1.55%, and an increase from $2.37 billion year-over-year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Norwegian Cruise Line shares have declined approximately 9.1% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, 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 $1.17 on revenues of $3.02 billion, and for the current fiscal year, it is $2.02 on revenues of $10.07 billion [7] - The outlook for the Leisure and Recreation Services industry, where Norwegian Cruise Line operates, is currently in the bottom 29% of over 250 Zacks industries, which may impact stock performance [8]

Core Viewpoint - Willis Towers Watson (WTW) reported quarterly earnings of $2.86 per share, exceeding the Zacks Consensus Estimate of $2.65 per share, and showing an increase from $2.55 per share a year ago, representing an earnings surprise of +7.92% [1][2] Financial Performance - The company posted revenues of $2.26 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.20%, although this is a slight decrease from year-ago revenues of $2.27 billion [2] - Over the last four quarters, WTW has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance and Outlook - WTW shares have declined approximately 3.6% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [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 these expectations [4][7] Estimate Revisions and Industry Context - The trend for estimate revisions ahead of the earnings release was mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $3.04 on revenues of $2.27 billion, and for the current fiscal year, it is $16.57 on revenues of $9.58 billion [7] - The Insurance - Brokerage industry, to which WTW belongs, is currently in the top 33% of Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Group 1: Earnings Performance - KBR Inc. reported quarterly earnings of $0.91 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and up from $0.83 per share a year ago, representing an earnings surprise of +3.41% [1] - Over the last four quarters, KBR has surpassed consensus EPS estimates four times [2] - The company posted revenues of $1.95 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 5.17%, compared to year-ago revenues of $1.86 billion [2] Group 2: Stock Performance and Outlook - KBR shares have declined approximately 21.4% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $2.23 billion, and for the current fiscal year, it is $3.83 on revenues of $8.64 billion [7] - The estimate revisions trend for KBR was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Engineering - R and D Services industry, to which KBR belongs, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [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]

Core Viewpoint - Markel Group reported quarterly earnings of $25.46 per share, exceeding the Zacks Consensus Estimate of $24.74 per share, but down from $25.95 per share a year ago, indicating a +2.91% earnings surprise [1] Financial Performance - The company posted revenues of $4.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.77%, compared to $3.83 billion in the same quarter last year [2] - Over the last four quarters, Markel Group has surpassed consensus EPS estimates three times and topped consensus revenue estimates once [2] Stock Performance - Markel Group shares have increased approximately 16.9% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $23.28 on revenues of $3.88 billion, and for the current fiscal year, it is $96.85 on revenues of $15.21 billion [7] Industry Context - The Diversified Operations industry, to which Markel Group belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook [8]

Core Viewpoint - Service Corp. (SCI) reported quarterly earnings of $0.88 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and showing an increase from $0.79 per share a year ago, representing an earnings surprise of +4.76% [1][2] Financial Performance - The company posted revenues of $1.07 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.48%, compared to $1.03 billion in the same quarter last year [2] - Over the last four quarters, Service Corp. has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Service Corp. shares have declined approximately 4.7% since the beginning of the year, while the S&P 500 has gained 8.3% [3] - The company's current consensus EPS estimate for the upcoming quarter is $0.83 on revenues of $1.04 billion, and for the current fiscal year, it is $3.77 on revenues of $4.28 billion [7] Industry Context - The Funeral Services industry, to which Service Corp. belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Service Corp.'s stock performance [5][6]