分组1 - Adtalem Global Education reported quarterly earnings of $1.66 per share, exceeding the Zacks Consensus Estimate of $1.51 per share, and showing an increase from $1.37 per share a year ago, resulting in an earnings surprise of +9.93% [1] - The company achieved revenues of $457.11 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.97%, and up from $409.91 million year-over-year [2] - Adtalem has consistently outperformed consensus EPS and revenue estimates over the last four quarters, indicating strong financial performance [2] 分组2 - The stock has gained approximately 31.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.9% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $1.63 for the coming quarter and $7.47 for the current fiscal year [4][7] - The Zacks Industry Rank places the Schools industry in the top 15% of over 250 Zacks industries, suggesting a favorable environment for Adtalem's stock performance [8]

Company Performance - Nerdy Inc. reported a quarterly loss of $0.07 per share, better than the Zacks Consensus Estimate of a loss of $0.10, and an improvement from a loss of $0.08 per share a year ago, resulting in an earnings surprise of +30.00% [1] - The company posted revenues of $45.26 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 3.04%, and down from $50.98 million year-over-year [2] - Over the last four quarters, Nerdy has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Future Outlook - The current consensus EPS estimate for the coming quarter is -$0.12 on revenues of $42.34 million, and for the current fiscal year, it is -$0.33 on revenues of $193.8 million [7] - The estimate revisions trend for Nerdy 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 [6] Industry Context - The Schools industry, to which Nerdy belongs, is currently in the top 15% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]

Core Insights - Universal Technical Institute (UTI) reported quarterly earnings of $0.19 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, and up from $0.09 per share a year ago [1] - The company achieved an earnings surprise of +58.33% for the quarter, having previously reported earnings of $0.21 per share, which was a +75% surprise compared to expectations [2] - UTI's revenues for the quarter were $204.3 million, surpassing the Zacks Consensus Estimate by 1.82% and increasing from $177.46 million year-over-year [3] Financial Performance - UTI has consistently outperformed consensus EPS estimates over the last four quarters [2] - The company has also topped consensus revenue estimates in the same timeframe [3] - Year-to-date, UTI shares have increased by approximately 24.3%, compared to a 7.1% gain in the S&P 500 [4] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates of $0.34 for the upcoming quarter and $1.06 for the current fiscal year [8] - The Zacks Rank for UTI is currently 3 (Hold), indicating expected performance in line with the market in the near future [7] - The Schools industry, to which UTI belongs, is ranked in the top 15% of over 250 Zacks industries, suggesting a favorable outlook [9] Industry Context - Adtalem Global Education, another company in the same industry, is expected to report quarterly earnings of $1.51 per share, reflecting a year-over-year increase of +10.2% [10] - Adtalem's anticipated revenues are projected to be $439.64 million, up 7.3% from the previous year [11]

Company Performance - American Public Education (APEI) reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.07, and compared to earnings of $0.01 per share a year ago, representing an earnings surprise of +71.43% [1] - The company posted revenues of $162.77 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.09%, and compared to year-ago revenues of $152.9 million [2] - Over the last four quarters, APEI has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - APEI shares have increased approximately 41.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.1% [3] - The current consensus EPS estimate for the coming quarter is $0.25 on revenues of $159.93 million, and for the current fiscal year, it is $1.42 on revenues of $656.82 million [7] Industry Outlook - The Schools industry, to which APEI belongs, is currently in the top 15% 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, suggesting that the industry outlook can materially impact stock performance [5][8]

Company Performance - K12 reported quarterly earnings of $2.29 per share, exceeding the Zacks Consensus Estimate of $1.83 per share, and up from $1.42 per share a year ago, representing an earnings surprise of +25.14% [1] - The company posted revenues of $653.65 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.94%, compared to $534.18 million in the same quarter last year [2] - Over the last four quarters, K12 has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - K12 shares have increased approximately 25.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $596.88 million, and for the current fiscal year, it is $7.76 on revenues of $2.58 billion [7] Industry Outlook - The Schools industry, to which K12 belongs, is currently ranked in the top 11% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact K12's stock performance [5][6]

Core Insights - Investors are comparing Adtalem Global Education (ATGE) and Universal Technical Institute (UTI) to determine which stock is more attractive for value investing [1] Valuation Metrics - ATGE has a Zacks Rank of 2 (Buy), indicating stronger earnings estimate revision trends compared to UTI, which has a Zacks Rank of 3 (Hold) [3] - ATGE's forward P/E ratio is 15.30, significantly lower than UTI's forward P/E of 30.47, suggesting ATGE may be undervalued [5] - ATGE's PEG ratio is 1.02, while UTI's PEG ratio is 2.03, indicating ATGE has a more favorable growth outlook relative to its valuation [5] - ATGE's P/B ratio is 2.97, compared to UTI's P/B of 5.96, further supporting ATGE's valuation attractiveness [6] - ATGE has a Value grade of B, while UTI has a Value grade of C, reinforcing the perception that ATGE is the better option for value investors [6]

Group 1 - Boyd Gaming (BYD) is a notable stock in the Consumer Discretionary sector, which consists of 255 individual stocks and holds a Zacks Sector Rank of 9 [2] - Boyd Gaming currently has a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperforming the market in the near term [3] - Year-to-date, Boyd Gaming has gained approximately 17%, outperforming the average gain of 7.3% in the Consumer Discretionary group [4] Group 2 - Boyd Gaming is part of the Gaming industry, which includes 39 companies and is currently ranked 92 in the Zacks Industry Rank [6] - The Gaming industry has seen an average gain of about 22.8% year-to-date, indicating that Boyd Gaming is slightly underperforming its industry peers [6] - Another stock in the Consumer Discretionary sector, Adtalem Global Education (ATGE), has outperformed with a year-to-date increase of 25.8% and holds a Zacks Rank of 2 (Buy) [5][7]

Company Performance - Perdoceo Education reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.65 per share, and up from $0.60 per share a year ago, representing an earnings surprise of +3.08% [1] - The company posted revenues of $209.58 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.29%, and an increase from year-ago revenues of $166.74 million [2] - Over the last four quarters, Perdoceo Education has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - Perdoceo Education shares have gained approximately 8.2% since the beginning of the year, matching the S&P 500's gain of 8.2% [3] - The current Zacks Rank for Perdoceo Education is 3 (Hold), indicating that the shares are 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 $0.62 on revenues of $206.34 million, and for the current fiscal year, it is $2.49 on revenues of $832.34 million [7] - The outlook for the industry, particularly the Schools sector, is favorable, as it ranks in the top 13% of over 250 Zacks industries, suggesting potential for outperformance [8]

Strategic Education shares have lost about 15% since the beginning of the year versus the S&P 500's gain of 8.3%. What's Next for Strategic Education? While Strategic Education has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? Strategic Education, which belongs to the Zacks Schools industry, posted revenues of $321.47 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.59%. This compares to year-ago reven ...

Over the past 90 days, the Zacks Consensus Estimate for BWMX's full-year earnings has moved 21.4% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving. Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is Betterware de Mexico SAPI de C (BWMX) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we ...