Core Insights - Montrose Environmental (MEG) reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.33 per share, but down from $0.41 per share a year ago, indicating an earnings surprise of +9.09% [1] - The company achieved revenues of $224.89 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 14.83% and up from $178.69 million year-over-year [2] - Montrose Environmental shares have increased approximately 35.3% year-to-date, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Montrose Environmental's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - Current consensus EPS estimate for the upcoming quarter is $0.30 on revenues of $204.02 million, and for the current fiscal year, it is $1.29 on revenues of $812.67 million [7] Industry Context - The Waste Removal Services industry, to which Montrose Environmental belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - Select Water Solutions, Inc. reported quarterly earnings of $0.03 per share, matching the Zacks Consensus Estimate, but down from $0.15 per share a year ago [1] - The company generated revenues of $322.24 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 5.25%, but down from $371.35 million year-over-year [2] - The stock has underperformed, losing approximately 10.2% since the beginning of the year, while the S&P 500 has gained 16.5% [3] Earnings Performance - The company has surpassed consensus EPS estimates only once in the last four quarters [1] - The current consensus EPS estimate for the upcoming quarter is $0.05, with projected revenues of $308.61 million, and for the current fiscal year, the estimate is $0.30 on $1.35 billion in revenues [7] Market Outlook - The estimate revisions trend for Select Water Solutions, Inc. was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - The Waste Removal Services industry, to which the company belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook [8]

Core Insights - Casella Waste Systems, Inc. (CWST) is a significant player in the waste removal services industry, offering waste collection, recycling, and disposal services [1] - The company reported an earnings per share (EPS) of $0.15 for the quarter, which was below the estimated $0.33, although it has a history of exceeding expectations in previous quarters [2][6] - CWST's revenue for the quarter was $485.4 million, surpassing the estimated $476.9 million, and showing a significant increase from $411.63 million in the same period last year [3][6] Financial Performance - The EPS of $0.15 fell short of the estimated $0.33, indicating a potential area of concern for investors [2][6] - Revenue exceeded expectations at $485.4 million, reflecting a positive trend in revenue performance [3][6] - The company achieved a revenue of $485.35 million in the third quarter, beating the Zacks Consensus Estimate by 1.66% [3] Valuation Metrics - CWST has a high price-to-earnings (P/E) ratio of approximately 344.49, indicating that investors are willing to pay a premium for its earnings [4] - The price-to-sales ratio is about 2.88, and the enterprise value to sales ratio is approximately 2.84, further reflecting the company's valuation relative to its sales [4] Financial Stability - The company maintains a low debt-to-equity ratio of approximately 0.07, suggesting strong financial health and low debt levels [5][6] - A current ratio of about 1.51 indicates that CWST has sufficient liquidity to cover its short-term liabilities [5][6]

Core Insights - Casella (CWST) reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and showing an increase from $0.27 per share a year ago, resulting in an earnings surprise of +23.53% [1] - The company achieved revenues of $485.35 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.66% and up from $411.63 million year-over-year [2] - Casella has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Casella's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $469.79 million, and for the current fiscal year, it is $1.05 on revenues of $1.83 billion [7] Industry Context - The Waste Removal Services industry, to which Casella belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Casella's stock performance [5]

Core Insights - Republic Services (RSG) reported quarterly earnings of $1.9 per share, exceeding the Zacks Consensus Estimate of $1.77 per share, and showing an increase from $1.81 per share a year ago, resulting in an earnings surprise of +7.34% [1] - The company posted revenues of $4.21 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.99%, but an increase from $4.08 billion year-over-year [2] - Republic Services has consistently surpassed consensus EPS estimates over the last four quarters, but has not beaten revenue estimates during the same period [2] Earnings Outlook - The immediate price movement of Republic Services' stock will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.72 on revenues of $4.22 billion, and for the current fiscal year, it is $6.85 on revenues of $16.72 billion [7] Industry Context - The Waste Removal Services industry, to which Republic Services belongs, is currently ranked in the bottom 28% 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 Republic Services' stock performance [5][6]

Core Viewpoint - Clean Harbors reported quarterly earnings of $2.21 per share, missing the Zacks Consensus Estimate of $2.37 per share, representing an earnings surprise of -6.75% [1][2] Financial Performance - The company posted revenues of $1.55 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.72%, compared to revenues of $1.53 billion a year ago [2] - Over the last four quarters, Clean Harbors has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Clean Harbors shares have increased by approximately 7% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.63 on revenues of $1.49 billion, and for the current fiscal year, it is $7.44 on revenues of $6.04 billion [7] - The trend of estimate revisions for Clean Harbors was unfavorable prior to the earnings release, which may impact future stock movements [6][5] Industry Context - The Waste Removal Services industry, to which Clean Harbors belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Veralto (VLTO) reported quarterly earnings of $0.99 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and up from $0.89 per share a year ago, representing an earnings surprise of +4.21% [1] - The company achieved revenues of $1.4 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.58%, and an increase from $1.31 billion year-over-year [2] - Over the last four quarters, Veralto has consistently surpassed consensus EPS and revenue estimates [2] 分组2 - The stock has underperformed the market with a gain of about 2.2% since the beginning of the year, compared to the S&P 500's gain of 16.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $1.4 billion, and for the current fiscal year, it is $3.80 on revenues of $5.5 billion [7] - The Waste Removal Services industry, to which Veralto belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - Zurn Water (ZWS) reported quarterly earnings of $0.43 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, and showing an increase from $0.34 per share a year ago, resulting in an earnings surprise of +7.50% [1] - The company achieved revenues of $455.4 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.86% and up from $410 million year-over-year [2] - Zurn Water shares have increased approximately 25% year-to-date, outperforming the S&P 500's gain of 16.9% [3] Earnings Performance - Over the last four quarters, Zurn Water has consistently surpassed consensus EPS estimates [2] - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $389.94 million, and for the current fiscal year, it is $1.44 on revenues of $1.67 billion [7] Industry Outlook - The Waste Removal Services industry, to which Zurn Water belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges ahead [8] - Another company in the same industry, Casella (CWST), is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of +25.9% [9]

Core Insights - Xylem reported quarterly earnings of $1.37 per share, exceeding the Zacks Consensus Estimate of $1.24 per share, and showing an increase from $1.11 per share a year ago, resulting in an earnings surprise of +10.48% [1] - The company achieved revenues of $2.27 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.98% and up from $2.1 billion year-over-year [2] - Xylem's stock has increased by approximately 28.8% since the beginning of the year, outperforming the S&P 500's gain of 16.9% [3] Earnings Outlook - The future performance of Xylem's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - Current consensus EPS estimate for the upcoming quarter is $1.31 on revenues of $2.37 billion, and for the current fiscal year, it is $4.84 on revenues of $8.96 billion [7] Industry Context - The Waste Removal Services industry, to which Xylem belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges ahead [8] - Another company in the same industry, Select Water Solutions, is expected to report a significant decline in earnings, with a projected EPS of $0.05, reflecting a year-over-year change of -66.7% [9]

Core Insights - Waste Management (WM) reported quarterly earnings of $1.98 per share, missing the Zacks Consensus Estimate of $2.01 per share, but showing an increase from $1.96 per share a year ago, resulting in an earnings surprise of -1.49% [1] - The company posted revenues of $6.44 billion for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.71%, but an increase from $5.61 billion year-over-year [2] - Waste Management shares have increased by approximately 6.4% since the beginning of the year, underperforming compared to the S&P 500's gain of 15.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.00 on revenues of $6.48 billion, and for the current fiscal year, it is $7.55 on revenues of $25.36 billion [7] - The estimate revisions trend for Waste Management 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 Waste Removal Services industry, to which Waste Management belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, suggesting potential challenges for stock performance [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]