Core Insights - The security and safety services industry is experiencing growth driven by urbanization, increased demand for infrastructure safety, and rising cybersecurity threats [1][6][2] - Government support and funding are enhancing research and development efforts, leading to advanced product offerings [5][7] - The industry has shown strong performance, outperforming both the broader Industrial Products sector and the S&P 500 index over the past year [13] Industry Demand and Trends - There is a healthy demand for security and safety services due to rising terrorism and criminal activities, prompting rapid deployment of IP-based cameras globally [2] - The industry's growth is supported by increasing awareness of security needs and the demand for cybersecurity products [6][11] - Companies are focusing on innovation and product upgrades to meet changing customer needs, although this leads to higher debt levels [8] Financial Performance - The Zacks Security and Safety Services industry currently holds a Zacks Industry Rank of 38, placing it in the top 16% of 243 Zacks industries [9] - The industry's earnings estimates for 2025 have increased by 11.2% over the past year, indicating a solid earnings outlook [11] - The industry has a forward P/E ratio of 18.64X, lower than the S&P 500's 23.37X and the sector's 19.61X, suggesting potential valuation opportunities [14] Company Highlights - Lakeland Industries is benefiting from increased demand for its fire service product line and recent acquisitions [15] - Resideo Technologies is experiencing strong demand for its connected smoke and carbon monoxide detectors, contributing to its growth [17] - NAPCO Security is seeing solid growth in equipment revenues, particularly in door-locking products, and is focusing on expanding recurring service revenues [19] - ADT is gaining from strength in its Monitoring and related services business, driven by rising average prices [21]

分组1 - Alarm.com Holdings (ALRM) reported quarterly earnings of $0.76 per share, exceeding the Zacks Consensus Estimate of $0.62 per share, and showing an increase from $0.62 per share a year ago, resulting in an earnings surprise of +22.58% [1] - The company achieved revenues of $256.4 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.28%, and up from $240.5 million in the same quarter last year [2] - Alarm.com has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 21.6% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.65 on revenues of $250.4 million, and for the current fiscal year, it is $2.37 on revenues of $994.21 million [7] - The Security and Safety Services industry, to which Alarm.com belongs, is currently ranked in the top 16% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Resideo Technologies reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.71 per share, and up from $0.58 per share a year ago [1] - The earnings surprise was +25.35%, with the company having surpassed consensus EPS estimates three times in the last four quarters [2] - The company posted revenues of $1.86 billion for the quarter, slightly missing the Zacks Consensus Estimate by 0.55%, but up from $1.83 billion year-over-year [3] Earnings Performance - The earnings surprise of +25.35% indicates strong performance relative to expectations [2] - Resideo Technologies has consistently outperformed EPS estimates, achieving this in three out of the last four quarters [2] Revenue Analysis - The reported revenue of $1.86 billion was a slight miss compared to the consensus estimate, but it still reflects growth from the previous year's revenue [3] - The company has also topped revenue estimates three times in the last four quarters, indicating a positive trend in revenue performance [3] Stock Performance - Resideo Technologies shares have increased approximately 79.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.1% [4] - The stock's future price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.77, with expected revenues of $1.92 billion, and for the current fiscal year, the estimate is $2.78 on $7.5 billion in revenues [8] - The favorable trend in estimate revisions prior to the earnings release has resulted in a Zacks Rank 1 (Strong Buy) for the stock, suggesting expected outperformance in the near future [7] Industry Context - Resideo Technologies operates within the Zacks Security and Safety Services industry, which is currently ranked in the top 16% of over 250 Zacks industries [9] - The performance of the stock may be influenced by the overall outlook for the industry, with research indicating that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]

Core Insights - Cadre Holdings, Inc. (CDRE) reported quarterly earnings of $0.27 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, and showing significant growth from $0.09 per share a year ago, resulting in an earnings surprise of +3.85% [1] - The company posted revenues of $155.87 million for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 2.36%, but an increase from $109.41 million year-over-year [2] - Cadre Holdings, Inc. shares have increased approximately 31.5% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.43 for the upcoming quarter and $1.23 for the current fiscal year, alongside expected revenues of $181.43 million and $628.28 million respectively [7] - The trend of estimate revisions for Cadre Holdings, Inc. was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Security and Safety Services industry, to which Cadre Holdings, Inc. belongs, is currently ranked in the top 16% 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 be tracked by investors or through tools like the Zacks Rank [5]

Investors interested in Industrial Products stocks should always be looking to find the best-performing companies in the group. Has Resideo Technologies (REZI) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.Resideo Technologies is a member of the Industrial Products sector. This group includes 187 individual stocks and currently holds a Zacks Sector Rank of #11. The Zacks Se ...

Group 1: Earnings Performance - ADT reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.22 per share, and up from $0.20 per share a year ago, representing an earnings surprise of +4.55% [1] - The company posted revenues of $1.3 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.38%, compared to year-ago revenues of $1.24 billion [2] - Over the last four quarters, ADT has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Group 2: Stock Performance and Outlook - ADT shares have increased approximately 27.2% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [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] - The current consensus EPS estimate for the coming quarter is $0.21 on revenues of $1.29 billion, and for the current fiscal year, it is $0.86 on revenues of $5.14 billion [7] Group 3: Industry Context - The Security and Safety Services industry, to which ADT 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 ADT is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Company Performance - MSA Safety reported quarterly earnings of $1.94 per share, exceeding the Zacks Consensus Estimate of $1.90 per share, and up from $1.83 per share a year ago, representing an earnings surprise of +2.11% [1] - The company posted revenues of $468.45 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.32% and increasing from $432.68 million year-over-year [2] - Over the last four quarters, MSA Safety has consistently surpassed consensus EPS estimates and topped revenue estimates three times [2] Future Outlook - The sustainability of MSA Safety's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $2.42 on revenues of $532.16 million, and for the current fiscal year, it is $7.94 on revenues of $1.89 billion [7] - The estimate revisions trend for MSA Safety was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Security and Safety Services industry, to which MSA Safety belongs, is currently in the top 11% 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 be tracked by investors [5]

Core Insights - Allegion (ALLE) reported quarterly earnings of $2.3 per share, exceeding the Zacks Consensus Estimate of $2.21 per share, and showing an increase from $2.16 per share a year ago, resulting in an earnings surprise of +4.07% [1] - The company achieved revenues of $1.07 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.33% and up from $967.1 million year-over-year [2] - Allegion's stock has increased by approximately 34.3% since the beginning of the year, outperforming the S&P 500's gain of 13.9% [3] Earnings Outlook - The future performance of Allegion's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $2.02 on revenues of $1.02 billion, while for the current fiscal year, the estimate is $8.14 on revenues of $4.02 billion [7] Industry Context - The Security and Safety Services industry, to which Allegion 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 be tracked by investors [5]

Group 1: Company Overview - Nordson (NDSN) is part of the Industrial Products group, which consists of 187 companies and is currently ranked 7 within the Zacks Sector Rank [2] - The Zacks Rank is a stock-picking model that focuses on earnings estimates and revisions, with Nordson holding a Zacks Rank of 2 (Buy) [3] Group 2: Performance Metrics - Year-to-date, Nordson has gained approximately 13.6%, outperforming the Industrial Products sector, which has returned an average of 5.4% [4] - In comparison, another stock in the Industrial Products sector, Napco (NSSC), has returned 23% year-to-date [4] - Nordson belongs to the Manufacturing - General Industrial industry, which includes 41 stocks and is currently ranked 144 in the Zacks Industry Rank, with an average gain of 7.4% this year [5] Group 3: Analyst Sentiment - The Zacks Consensus Estimate for Nordson's full-year earnings has increased by 1.1% over the past quarter, indicating improved analyst sentiment and earnings outlook [3] - In contrast, Napco's consensus EPS estimate has risen by 28.9% over the past three months, and it holds a Zacks Rank of 1 (Strong Buy) [5][6]

Core Viewpoint - Allegion (ALLE) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1][2]. Earnings Performance - Allegion has a solid track record of surpassing earnings estimates, with an average surprise of 6.36% over the last two quarters [2]. - In the most recent quarter, Allegion reported earnings of $2.04 per share, exceeding the expected $2.00 per share, resulting in a surprise of 2.00% [2]. - For the previous quarter, the consensus estimate was $1.68 per share, while the actual earnings were $1.86 per share, leading to a surprise of 10.71% [2]. Earnings Estimates and Predictions - Recent changes in earnings estimates for Allegion have been favorable, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time [6]. - Allegion currently has an Earnings ESP of +1.24%, suggesting increased analyst optimism regarding its near-term earnings potential [8]. Upcoming Earnings Report - Allegion's next earnings report is anticipated to be released on October 23, 2025 [8].