Industry Trend - Charter school business 是否正在降温 [1] Information Source - 信息来源为一篇网络文章，可能包含观点和新闻 [1]

Financial Performance - Chicago Public Schools rely heavily on property taxes, typically received in two installments around March and August [1] - A computer glitch has delayed the issuance of property tax bills, potentially delaying the receipt of critical cash flow for weeks or even months, possibly until October [2] - The school district faces a $734 million budget deficit for fiscal year 2026 [4] - Tax anticipation notes are used as a short-term borrowing mechanism to bridge the gap until tax revenues are received [4] - The school district's short-term borrowings have been increasing in recent years due to cash flow pressures [4] Budget and Expenditure - The school district is currently in negotiations and has presented a budget proposal for fiscal year 2026, which began on July 1st [3][4] - The school board is expected to vote on the budget on August 28th [4] - The school district may need to cut costs due to the delayed tax revenue [3]

What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on August 6, 2025, Grand Canyon Education reported EPS of $1.53 versus consensus estimate of $1.37. For the current fiscal year, Grand Canyon Education is expected to post earnings of $9.07 per share on $1.1 in revenues. This represents a 12.81% change in EPS on a 6.85% change in revenues. For the next ...

Group 1 - Lincoln Educational Services Corporation (LINC) reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.04 per share, and showing an increase from $0.06 per share a year ago, representing an earnings surprise of +125.00% [1] - The company posted revenues of $116.47 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.99%, and an increase from $102.91 million year-over-year [2] - Lincoln Educational Services has outperformed the S&P 500, with shares increasing about 50.1% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $129.27 million, and for the current fiscal year, it is $0.72 on revenues of $490.47 million [7] - The Zacks Industry Rank indicates that the Schools industry is currently in the top 12% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]

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]

Group 1 - Bassett Furniture (BSET) is part of the Consumer Discretionary sector, which includes 255 individual stocks and currently holds a Zacks Sector Rank of 10 [2] - The Zacks Rank system emphasizes earnings estimates and revisions, with Bassett Furniture currently holding a Zacks Rank of 2 (Buy) [3] - The Zacks Consensus Estimate for BSET's full-year earnings has increased by 17.9% in the past quarter, indicating improved analyst sentiment [3] Group 2 - Year-to-date, Bassett Furniture has gained approximately 17%, outperforming the average 6.5% gain of the Consumer Discretionary group [4] - Bassett Furniture is part of the Furniture industry, which consists of 8 companies and currently ranks 214 in the Zacks Industry Rank; this industry has seen a decline of about 18.4% this year [5] - In comparison, Perdoceo Education (PRDO), another Consumer Discretionary stock, has returned 18.2% year-to-date and has a Zacks Rank of 2 (Buy) [4][6]

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]