Core Insights - ADT reported quarterly earnings of $0.23 per share, exceeding the Zacks Consensus Estimate of $0.19 per share, and showing an increase from $0.17 per share a year ago, resulting in an earnings surprise of +21.05% [1] - The company achieved revenues of $1.29 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.11% and up from $1.21 billion year-over-year [2] - ADT shares have increased approximately 22% since the beginning of the year, outperforming the S&P 500's gain of 8.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.21 on revenues of $1.28 billion, and for the current fiscal year, it is $0.82 on revenues of $5.11 billion [7] - The estimate revisions trend for ADT was mixed prior to 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 Security and Safety Services industry, to which ADT belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - SoundThinking (SSTI), another company in the same industry, is expected to report a quarterly loss of $0.09 per share, reflecting a year-over-year decline of -28.6% [9]

Core Insights - Allegion (ALLE) reported quarterly earnings of $2.04 per share, exceeding the Zacks Consensus Estimate of $2 per share, and up from $1.96 per share a year ago, representing an earnings surprise of +2.00% [1] - The company achieved revenues of $1.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.03% and increasing from $965.6 million year-over-year [2] - Allegion has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was +10.71%, with actual earnings of $1.86 per share compared to an expected $1.68 [1] - The current consensus EPS estimate for the upcoming quarter is $2.10, with projected revenues of $1 billion, and for the current fiscal year, the EPS estimate is $7.87 on revenues of $3.92 billion [7] Stock Performance - Allegion shares have increased approximately 18.1% since the beginning of the year, outperforming the S&P 500's gain of 8.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Outlook - The Security and Safety Services industry, to which Allegion belongs, is currently ranked in the bottom 15% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]

The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Halma (HLMAF) one of those stocks right now? 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. Halma is a member of our Industrial Products group, which includes 189 different companies and currently sits at #2 in the Zacks Sector Rank. The Zacks Sector Rank includ ...

Group 1 - Life360, Inc. (LIF) is experiencing significant activity in the options market, particularly with the July 18, 2025 $25 Put option showing high implied volatility, indicating potential for a major price movement [1] - Implied volatility reflects market expectations for future stock movement, suggesting that investors anticipate a significant event that could lead to a rally or sell-off [2] - Life360 holds a Zacks Rank 1 (Strong Buy) in the Security and Safety Services industry, which is in the top 13% of the Zacks Industry Rank, although earnings estimates have decreased from 4 cents to 2 cents per share over the last 60 days [3] Group 2 - The high implied volatility for Life360 may indicate a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay, hoping the stock does not move as much as expected by expiration [4]

Group 1 - DXP Enterprises (DXPE) is a stock that has shown strong year-to-date performance compared to its peers in the Industrial Products sector, which includes 189 individual stocks [1][2] - The Zacks Rank for DXP Enterprises is currently 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Over the past three months, the Zacks Consensus Estimate for DXP's full-year earnings has increased by 23%, reflecting improved analyst sentiment and a stronger earnings outlook [4] Group 2 - DXP Enterprises has gained approximately 1.4% year-to-date, outperforming the average gain of 0.3% for stocks in the Industrial Products group [4] - In comparison, Life360 (LIF), another stock in the Industrial Products sector, has seen a significant year-to-date increase of 49.7% and has a Zacks Rank of 1 (Strong Buy) [5] - DXP Enterprises is part of the Manufacturing - General Industrial industry, which ranks 57 in the Zacks Industry Rank, while the industry has shown an average return of 0% this year [6]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Intellicheck Mobilisa, Inc. (IDN) - IDN currently holds a Momentum Style Score of A, indicating strong momentum potential [3] - The company has a Zacks Rank of 2 (Buy), suggesting favorable market performance [4] Performance Metrics - IDN shares have increased by 16.7% over the past week, outperforming the Zacks Security and Safety Services industry, which rose by 1.32% [6] - Over the past month, IDN's price change is 68.81%, significantly higher than the industry's 0.33% [6] - In the last quarter, IDN shares have surged by 105.88%, and over the past year, they have gained 43.05%, while the S&P 500 has only increased by 8.33% and 12.92%, respectively [7] Trading Volume - IDN's average 20-day trading volume is 755,106 shares, which is a positive indicator of market interest [8] Earnings Outlook - In the past two months, two earnings estimates for IDN have been revised upwards, with the consensus estimate improving from -$0.03 to -$0.01 [10] - For the next fiscal year, two estimates have also moved upwards, with no downward revisions [10] Conclusion - Given the strong performance metrics and positive earnings outlook, IDN is positioned as a promising momentum pick for investors [12]

Company Performance - Life360 (LIF) has gained approximately 48.1% year-to-date, significantly outperforming the average return of -3.7% for the Industrial Products sector [4] - Life360 holds a Zacks Rank of 1 (Strong Buy), indicating strong analyst sentiment and a positive earnings outlook, with a 11.6% increase in the consensus estimate for full-year earnings over the past 90 days [3] - Another outperforming stock in the Industrial Products sector is Nordson (NDSN), which has returned 1.4% year-to-date and holds a Zacks Rank of 2 (Buy) [4][5] Industry Context - The Industrial Products sector consists of 190 individual stocks and currently ranks 13 among 16 sector groups according to Zacks [2] - Life360 is part of the Security and Safety Services industry, which includes 17 stocks and ranks 84 in the Zacks Industry Rank, with an average gain of 3.5% year-to-date [5] - In contrast, Nordson belongs to the Manufacturing - General Industrial industry, which has 38 stocks and ranks 145, with a year-to-date decline of -2.7% [6]

Group 1 - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - Intellicheck Mobilisa, Inc. (IDN) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2][11] - The Zacks Rank for IDN is 2 (Buy), suggesting a favorable outlook for the stock based on its performance metrics [3] Group 2 - IDN shares have increased by 35.8% over the past week, while the Zacks Security and Safety Services industry has declined by 2.97% during the same period [5] - Over the past quarter, IDN shares have risen by 80.71%, significantly outperforming the S&P 500, which has moved -3.17% [6] - The average 20-day trading volume for IDN is 390,918 shares, indicating a bullish trend as the stock is rising with above-average volume [7] Group 3 - Earnings estimates for IDN have improved, with two estimates moving higher in the past two months, raising the consensus estimate from -$0.03 to -$0.01 [9] - The positive earnings outlook contributes to IDN's strong momentum score and overall favorable investment profile [8][11]

Industry Overview - The Zacks Security and Safety Services industry is positioned to benefit from strong demand for security products and solutions, driven by increased awareness of safety for people and infrastructure [1][4] - The industry includes firms providing advanced security solutions for residential, commercial, and institutional purposes, including personal defense and hazard detection [3] Demand Drivers - Rising instances of terrorism and criminal activities are increasing the demand for security services, with governments and businesses deploying IP-based cameras for enhanced surveillance [4] - Urbanization and the need for infrastructure safety are also contributing to industry growth, alongside a surge in demand for cybersecurity products due to hacking incidents [4] Investment Trends - Increased government budgets and funding are encouraging significant investments in research and development for advanced security products [5] - Collaboration between government agencies and industry players is aimed at strengthening security infrastructure in smart cities [5] Financial Metrics - The industry's long-term debt/capital ratio is 0.62, significantly higher than the Zacks S&P 500 composite index's 0.28, indicating a focus on innovation and product development [6] - The industry currently trades at a forward P/E of 16.56X, lower than the S&P 500's 21.88X and the sector's 19.35X, suggesting potential undervaluation [13] Performance Comparison - The Zacks Security and Safety Services industry has returned 7.7%, underperforming the S&P 500's 12% growth but outperforming the broader Industrial Products sector, which declined by 1.9% [10] Key Players - **Life360**: Engaged in location tracking and safety services, with a 42.7% share price increase over the past six months and a 9.1% upward revision in 2025 earnings estimates [18][19] - **Allegion**: A leading provider of security products, benefiting from demand in non-residential markets, with a 4.4% share price increase and a 0.5% upward revision in earnings estimates [22][23] - **Alarm.com**: Focused on IoT solutions, experiencing strong momentum in its SaaS business, with a 0.4% upward revision in earnings estimates [26][27] - **MSA Safety**: Develops safety products with a 12% share price increase in the past month, consistently surpassing earnings estimates [30][31]

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Intellicheck Mobilisa, Inc. (IDN) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to loss of $0.02 per share a year ago. These figures are adjusted ...