Core Insights - DXC Technology, Inc. reported better-than-expected financial results for Q1 of fiscal 2026, with shares rising 4% in extended trading after reporting non-GAAP earnings of 68 cents per share, exceeding the Zacks Consensus Estimate by 6.3% despite a 10.5% year-over-year decline in earnings [1][9] - The company has a strong track record of beating earnings estimates, surpassing the Zacks Consensus Estimate in the last four quarters with an average surprise of 22.3% [2] Financial Performance - DXC reported revenues of $3.16 billion for Q1, beating the Zacks Consensus Estimate by 2.9%, but showing a 2.5% decline year over year; on an organic basis, revenues decreased by 4.3% [2] - The new reporting segment structure includes Consulting & Engineering Services (CES), Global Infrastructure Services (GIS), and Insurance Services, effective April 1, 2025, to better align financial disclosures with operational organization [3] - CES revenues declined 2.7% year over year to $1.25 billion, while GIS revenues were $1.6 billion, down 3.5% year over year; Insurance Services saw a 5.4% increase to $313 million [4] Margins and Cash Flow - The non-GAAP gross margin increased by 140 basis points, while non-GAAP operating income was $216 million, down 3.6% year over year; the non-GAAP operating margin contracted by 10 basis points to 6.8% [5] - DXC ended Q1 with $1.79 billion in cash and cash equivalents, with long-term debt increasing to $3.1 billion; operating cash flow was $186 million, and free cash flow was $97 million [6] Guidance and Outlook - DXC updated its fiscal 2026 revenue guidance to between $12.61 billion and $12.87 billion, up from the previous range of $12.18 billion to $12.44 billion; the Zacks Consensus Estimate for revenue is $12.29 billion, indicating a 4.5% decline [7] - The company projects an adjusted EBIT margin of 7%-8% and adjusted EPS in the range of $2.85-$3.35, compared to the previous guidance of $2.75-$3.25; the consensus for fiscal 2025 EPS is $3.05, suggesting an 11.1% increase [8] Q2 Expectations - For Q2, DXC anticipates revenues between $3.15 billion and $3.18 billion, with an adjusted EBIT margin of approximately 6.5% to 7.5%; adjusted EPS is projected to be between 65 cents and 75 cents [10]

Core Insights - DXC Technology has been selected by Banco Sabadell to enhance the accessibility of its digital services through a new testing framework that incorporates manual testing, automation, and AI-driven analysis [1][2][3] Group 1: Partnership Details - The initiative aims to create a more inclusive experience for Banco Sabadell's 12 million customers in Spain by addressing accessibility barriers, which is expected to reduce user drop-off and improve customer satisfaction [2][3] - DXC will provide 350,000 hours of advanced testing annually to support this initiative [2] Group 2: Methodology and Compliance - DXC and Banco Sabadell have developed a methodology that integrates accessibility testing throughout the product development lifecycle, including a real-time monitoring system for evaluating issues based on business impact [3] - The approach ensures compliance with accessibility standards set by Spanish and EU regulations, helping Banco Sabadell meet regulatory obligations and broader inclusion goals [3] Group 3: Industry Expertise - DXC Technology has over 45 years of experience in banking and capital markets, providing the necessary technology and expertise for financial institutions to remain competitive [4] - The collaboration is seen as a significant step towards a more equitable digital future for all citizens [4]

Group 1 - The 14th China Innovation and Entrepreneurship Competition Shandong Division and the 2025 Shandong Province Small and Micro Enterprises Innovation Competition Action Plan finals were launched on August 1 in Jinan [1][3][5] - Over 340 participating companies are competing in various industry sectors including "new generation information technology," "high-end equipment manufacturing," "new materials," "biomedicine," and "new energy, new energy vehicles, and energy conservation and environmental protection" [1][3] - The competition format includes a "7-minute roadshow + 5-minute Q&A" session for participants [1] Group 2 - Since 2017, the competition has attracted over 12,500 small and micro enterprises and teams, with more than 2,400 advancing to the finals and 400 recommended for the national competition [3] - The Shandong provincial government has allocated 420 million RMB in financial support, while banks and venture capital institutions have provided over 15 billion RMB in funding for winning enterprises [3][7] - More than 3,000 small and micro enterprises have grown into high-tech enterprises as a result of this competition [3] Group 3 - The Shandong Technology Market has gathered high-end resources such as talent, technology, and achievements, aiming to become a significant hub for innovation factor allocation in the country [5] - The market has identified 11,341 technical needs and attracted nearly 50,000 technology-based enterprises [5] - Over 2,000 enterprises have been served by the market, facilitating a basic transaction volume of 1.433 billion RMB [5] Group 4 - Financial institutions like China Construction Bank and China Merchants Bank are providing tailored financial products to support quality projects and technology enterprises [7][8] - China Construction Bank has established an online evaluation platform for technology enterprises, serving over 8,000 technology-based companies with a loan balance exceeding 100 billion RMB [7] - The competition offers cash prizes for winning enterprises, with first-place winners receiving 300,000 RMB and additional support for those qualifying for the national competition [8][9] Group 5 - The China Innovation and Entrepreneurship Competition, initiated in 2012, is the largest and most influential national innovation and entrepreneurship event in China [9] - Shandong has implemented the "Shandong Province Small and Micro Enterprises Innovation Competition Action Plan" since 2017, using a competition-based selection mechanism to support outstanding technology entrepreneurship projects [9]

Financial Performance - AirSculpt Technologies reported quarterly earnings of $0.02 per share, matching the Zacks Consensus Estimate, but down from $0.09 per share a year ago [1] - The company posted revenues of $44.01 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 3.57%, and down from $51 million year-over-year [2] - The current consensus EPS estimate for the upcoming quarter is breakeven on revenues of $40.22 million, and -$0.02 on revenues of $162.45 million for the current fiscal year [7] Market Performance - AirSculpt Technologies shares have increased approximately 27.4% since the beginning of the year, outperforming the S&P 500's gain of 7.8% [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 Technology Services industry, to which AirSculpt Technologies belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5]

Core Viewpoint - SPX Technologies reported quarterly earnings of $1.65 per share, exceeding the Zacks Consensus Estimate of $1.45 per share, marking an earnings surprise of +13.79% [1][2] Financial Performance - The company achieved revenues of $552.4 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.98% and showing an increase from $501.3 million year-over-year [2] - Over the last four quarters, SPX Technologies has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - SPX Technologies shares have increased approximately 24.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.2% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.59 on revenues of $564.7 million, while for the current fiscal year, the estimate is $6.33 on revenues of $2.22 billion [7] - The favorable trend in estimate revisions prior to the earnings release has resulted in a Zacks Rank 2 (Buy) for SPX Technologies, indicating expected outperformance in the near future [6] Industry Context - The Technology Services industry, to which SPX Technologies belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]

Core Viewpoint - Mirion Technologies, Inc. reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.10 per share, marking a 10% earnings surprise [1][2] Financial Performance - The company achieved revenues of $222.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.21% and showing an increase from $207.1 million year-over-year [2] - Over the last four quarters, Mirion Technologies has exceeded consensus EPS estimates two times and topped revenue estimates three times [2] Stock Performance - Mirion Technologies shares have increased approximately 28.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 8.2% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $224.7 million, and for the current fiscal year, it is $0.53 on revenues of $911 million [7] - The estimate revisions trend for Mirion Technologies was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Technology Services industry, to which Mirion Technologies belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8]

Core Insights - Genpact has appointed Thimaya Subaiya to its Board of Directors, effective immediately, enhancing its leadership team with his extensive experience in technology and business [1][2]. Company Overview - Genpact is an advanced technology services and solutions company that aims to deliver lasting value for leading enterprises globally through deep business knowledge, operational excellence, and cutting-edge solutions [5]. Leadership and Expertise - Thimaya Subaiya brings 25 years of technology and business expertise, currently serving as Executive Vice President of Operations at Cisco, where he oversees operational functions, security, supply chain, and IT [2]. - His previous roles at Cisco include Chief Transformation Officer and Chief Customer Experience Officer, focusing on accelerating the company's transition to a software and as-a-service model, contributing to a $13 billion services business [2]. - Subaiya's appointment is expected to support Genpact's GenpactNext strategy, which emphasizes AI-driven innovation and operational excellence [2][3]. Strategic Vision - Subaiya emphasizes the importance of contextualizing and applying AI knowledge to create practical solutions, aligning with Genpact's mission to help businesses succeed with technology [4].

Group 1 - ePlus inc. will release its earnings on August 7, 2025, after market close, and will host a conference call at 4:30 p.m. ET to discuss the financial results for the three months ended June 30, 2025 [1] - The conference call will be accessible via a live audio webcast and a toll-free domestic call-in number, with an international number also provided [2] - A replay of the conference call will be available approximately two hours after the call and will remain accessible until August 14, 2025 [2] Group 2 - ePlus is a customer-first, services-led industry leader that offers transformative technology solutions and services, including artificial intelligence, security, cloud and data center, networking, and collaboration [3] - The company has over 2,100 employees and has been in operation for more than three decades, providing specialized and broad levels of experience and knowledge [3] - ePlus is headquartered in Virginia and has locations in the United States, United Kingdom, Europe, and Asia-Pacific [3]

Core Insights - Cognizant Technology Solutions (CTSH) reported non-GAAP earnings of $1.31 per share for Q2 2025, exceeding the Zacks Consensus Estimate by 3.97% and reflecting a 12% year-over-year increase [1] - Revenues reached $5.25 billion, surpassing the consensus mark by 1.01%, with an 8.1% year-over-year growth and a 7.2% increase at constant currency [1] - The Belcan acquisition played a significant role in revenue growth, contributing approximately 400 basis points to overall results [2] Financial Performance - Bookings for the trailing 12 months increased by 6% year over year to $27.8 billion, with a book-to-bill ratio of approximately 1.4 times [2] - Financial services revenues, accounting for 29.5% of total revenues, grew by 6.9% year over year to $1.547 billion [4] - Health Sciences revenues, also 29.6% of total revenues, increased by 6.2% year over year to $1.551 billion, driven by strong demand across various sectors [4] Revenue Breakdown - Products and Resources revenues, making up 24.9% of total revenues, rose by 16% year over year to $1.306 billion [5] - Communications, Media and Technology revenues were $841 million, reflecting a 3.1% year-over-year increase [5] - North America contributed 74.6% to total revenues, with an 8.1% year-over-year growth [5][6] Regional Performance - Revenues from Europe increased by 9.6% year over year, contributing 19.1% to total revenues [6] - The U.K. saw an 8.6% year-over-year revenue increase, while Continental Europe revenues grew by 10.6% [6] - Revenues from the Rest of the World increased by 4.7% year over year, contributing 6.3% to total revenues [6] Operational Metrics - Selling, general & administrative expenses as a percentage of revenues decreased by 70 basis points year over year to 15.4% [9] - Total headcount rose to 343,800 from 336,300 in the previous quarter [9] - GAAP operating margin improved by 100 basis points year over year to 15.6% [9][10] Guidance and Future Outlook - Cognizant expects Q3 2025 revenues between $5.27 billion and $5.35 billion, indicating growth of 4.6%-6.1% [12] - For the full year 2025, revenues are projected to be in the range of $20.7-$21.1 billion, reflecting a growth of 4.7%-6.7% [12] - Adjusted earnings per share for 2025 are anticipated to be between $5.08 and $5.22 [13]

Group 1 - Byrna Technologies Inc. (BYRN) is experiencing significant activity in the options market, particularly with the Sept 19, 2025 $15.00 Call 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 substantial rally or sell-off [2] - Analysts currently rate Byrna Technologies as a Zacks Rank 3 (Hold) within the Technology Services industry, which is in the top 38% of the Zacks Industry Rank, but there has been no upward revision in earnings estimates for the current quarter, with a consensus estimate dropping from six cents to five cents per share [3][4] Group 2 - The high implied volatility surrounding Byrna Technologies may indicate a developing trading opportunity, as seasoned 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]