Core Insights - Veralto (VLTO) reported quarterly earnings of $0.93 per share, exceeding the Zacks Consensus Estimate of $0.89 per share, and showing an increase from $0.85 per share a year ago, resulting in an earnings surprise of +4.49% [1] - The company achieved revenues of $1.37 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.06% and up from $1.29 billion year-over-year [2] - Veralto has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Veralto's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.92 on revenues of $1.37 billion, and for the current fiscal year, it is $3.71 on revenues of $5.43 billion [7] Industry Context - The Waste Removal Services industry, to which Veralto belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [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]

Company Performance - Waste Management (WM) closed at $230.61, marking a +1.09% move from the prior day, outperforming the S&P 500 which gained 0.07% [1] - The stock has fallen by 0.2% in the past month, lagging behind the Business Services sector's gain of 1.45% and the S&P 500's gain of 5.71% [1] Upcoming Earnings - The upcoming earnings release is expected on July 28, 2025, with projected EPS of $1.89, indicating a 3.85% increase year-over-year [2] - Revenue is projected at $6.34 billion, reflecting a 17.4% increase compared to the same quarter of the previous year [2] Full-Year Estimates - Full-year Zacks Consensus Estimates predict earnings of $7.57 per share and revenue of $25.53 billion, representing year-over-year changes of +4.7% and +15.73%, respectively [3] - Recent analyst estimate revisions are seen as a positive sign for the business outlook [3] Zacks Rank and Valuation - Waste Management currently holds a Zacks Rank of 3 (Hold), with a recent 0.11% fall in the Zacks Consensus EPS estimate [5] - The company is trading at a Forward P/E ratio of 30.13, which is a premium compared to its industry's Forward P/E of 27.94 [6] - WM's PEG ratio is 2.83, compared to the industry average PEG ratio of 2.59 [6] Industry Context - The Waste Removal Services industry is part of the Business Services sector, holding a Zacks Industry Rank of 158, placing it in the bottom 37% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - The market anticipates Casella (CWST) will report a year-over-year increase in earnings driven by higher revenues when it releases its quarterly results for June 2025 [1][2]. Group 1: Earnings Expectations - Casella is expected to post quarterly earnings of $0.31 per share, reflecting a year-over-year increase of +40.9% [3]. - Revenues are projected to reach $459.36 million, which is a 21.8% increase compared to the same quarter last year [3]. - The consensus EPS estimate has been revised 0.67% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Group 2: Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Casella is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -32.28%, suggesting a bearish outlook from analysts [12]. - Despite the negative Earnings ESP, Casella holds a Zacks Rank of 2, which complicates the prediction of an earnings beat [12]. Group 3: Historical Performance - In the last reported quarter, Casella exceeded the expected earnings of $0.11 per share by delivering $0.19, resulting in a surprise of +72.73% [13]. - Over the past four quarters, Casella has beaten consensus EPS estimates two times [14]. Group 4: Industry Comparison - Zurn Water (ZWS), another player in the waste removal services industry, is expected to report earnings of $0.36 per share for the same quarter, indicating a year-over-year change of +9.1% [18]. - Zurn Water's revenues are anticipated to be $425.32 million, up 3.2% from the previous year [18]. - The consensus EPS estimate for Zurn Water has been revised 0.7% higher, and it has an Earnings ESP of +0.3%, suggesting a likely earnings beat [19].

Core Insights - Waste Connections (WCN) reported quarterly earnings of $1.29 per share, exceeding the Zacks Consensus Estimate of $1.25 per share, and showing an increase from $1.24 per share a year ago, resulting in an earnings surprise of +3.20% [1] - The company generated revenues of $2.41 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.74% and increasing from $2.25 billion year-over-year [2] - Waste Connections has outperformed the S&P 500, with shares rising about 7.7% since the beginning of the year compared to the S&P 500's gain of 7.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.44 on revenues of $2.49 billion, and for the current fiscal year, it is $5.18 on revenues of $9.52 billion [7] - The estimate revisions trend for Waste Connections 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] Industry Context - The Waste Removal Services industry, to which Waste Connections belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

Company Overview - GFL Environmental Inc. (GFL) is expected to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.19, reflecting a -9.5% change, and revenues anticipated at $1.21 billion, down 19.6% from the previous year [1][3]. Earnings Expectations - The earnings report is scheduled for July 30, and if the actual results exceed expectations, the stock may experience an upward movement; conversely, a miss could lead to a decline [2]. - The consensus EPS estimate has been revised 2.65% lower in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that GFL's Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +36.84%, suggesting a likelihood of beating the consensus EPS estimate [11]. - GFL currently holds a Zacks Rank of 3, which, when combined with the positive Earnings ESP, indicates a strong potential for an earnings beat [11]. Historical Performance - In the last reported quarter, GFL was expected to post earnings of $0.04 per share but instead reported a loss of -$0.06, resulting in a surprise of -250.00% [12]. - Over the past four quarters, GFL has beaten consensus EPS estimates three times [13]. Industry Comparison - Republic Services (RSG), another player in the Waste Removal Services industry, is expected to report earnings of $1.75 per share for the same quarter, reflecting a year-over-year increase of +8.7%, with revenues projected at $4.27 billion, up 5.5% [17]. - Republic Services has also seen a slight revision of its consensus EPS estimate down by 0.4% over the last 30 days, but a higher Most Accurate Estimate has resulted in a positive Earnings ESP of +0.16%, suggesting a likely earnings beat [18].

Core Viewpoint - H20 (HTO) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of surpassing expectations in previous quarters [1]. Earnings Performance - H20 has consistently exceeded earnings estimates, achieving an average surprise of 38.70% over the last two quarters [2]. - In the last reported quarter, H20 earned $0.5 per share, surpassing the Zacks Consensus Estimate of $0.35 per share by 42.86% [3]. - For the previous quarter, the company reported earnings of $0.74 per share against an expected $0.55, resulting in a surprise of 34.55% [3]. Earnings Estimates and Predictions - Estimates for H20 have been trending higher, indicating growing analyst confidence in the company's near-term earnings potential [6]. - H20 currently has a positive Earnings ESP of +7.04%, suggesting a likelihood of another earnings beat [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a strong potential for surpassing earnings estimates [9]. Earnings ESP Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [8].

Company Overview - Zurn Water (ZWS) is expected to report a year-over-year increase in earnings, with a projected EPS of $0.36, reflecting a +9.1% change, and revenues of $425.26 million, up 3.2% from the previous year [3][12]. Earnings Expectations - The upcoming earnings report is anticipated to be released on July 29, and the stock may rise if the actual results exceed expectations, while a miss could lead to a decline [2][12]. - The consensus EPS estimate has been revised 0.73% higher in the last 30 days, indicating a positive reassessment by analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Zurn Water is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.30%, suggesting a likelihood of beating the consensus EPS estimate [12]. - The company has a Zacks Rank of 3, which indicates a hold position, but combined with the positive Earnings ESP, it suggests a favorable outlook for the upcoming earnings [12][10]. Historical Performance - In the last reported quarter, Zurn Water exceeded the expected EPS of $0.29 by delivering $0.31, resulting in a surprise of +6.90% [13]. - Over the past four quarters, Zurn Water has consistently beaten consensus EPS estimates [14]. Industry Context - Another company in the waste management sector, Waste Management (WM), is also expected to report earnings of $1.89 per share, reflecting a +3.9% year-over-year change, with revenues projected at $6.34 billion, up 17.4% [18][19]. - Waste Management's consensus EPS estimate has been revised 0.7% lower, but a higher Most Accurate Estimate has resulted in an Earnings ESP of +0.25%, indicating a potential earnings beat [19][20].

Group 1 - Republic Services (RSG) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with earnings projected at $1.75 per share (+8.7%) and revenues at $4.27 billion (+5.5%) [1][3] - The earnings report is anticipated to be released on July 29, and the stock price may rise if actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised 0.38% lower over the last 30 days, indicating a reassessment by analysts [4] Group 2 - The Zacks Earnings ESP for Republic Services is +0.16%, suggesting analysts have become more optimistic about the company's earnings prospects [12] - The company has a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [12] - Historically, Republic Services has beaten consensus EPS estimates in the last four quarters, with a recent surprise of +3.95% [13][14] Group 3 - Another company in the waste removal services industry, Veralto (VLTO), is expected to report earnings of $0.89 per share (+4.7%) and revenues of $1.34 billion (+4.3%) for the same quarter [18] - The consensus EPS estimate for Veralto has been revised 0.3% higher, but a lower Most Accurate Estimate results in an Earnings ESP of -0.43%, making it difficult to predict a beat [19]

Core Insights - Pentair plc reported quarterly earnings of $1.39 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, and showing an increase from $1.22 per share a year ago, resulting in an earnings surprise of +4.51% [1] - The company achieved revenues of $1.12 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.73% and reflecting a year-over-year increase from $1.1 billion [2] - Pentair has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Earnings Outlook - The sustainability of Pentair's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.17 on revenues of $1.01 billion, while for the current fiscal year, the estimate is $4.75 on revenues of $4.12 billion [7] Industry Context - The Waste Removal Services industry, to which Pentair belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Pentair's stock performance [5] Stock Performance - Since the beginning of the year, Pentair shares have increased by approximately 4.2%, underperforming compared to the S&P 500's gain of 7.2% [3] - The estimate revisions trend for Pentair was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expectations of underperformance in the near future [6]

Company Overview - Veralto (VLTO) is expected to report earnings for the quarter ended June 2025, with a consensus estimate of $0.89 per share, reflecting a year-over-year increase of +4.7% [3] - Revenues are anticipated to reach $1.34 billion, which is a 4.3% increase from the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has been revised 0.34% higher in the last 30 days, indicating a positive reassessment by analysts [4] - A positive Earnings ESP of +1.55% suggests that analysts are optimistic about Veralto's earnings prospects, combined with a Zacks Rank of 2 (Buy) [12] Historical Performance - In the last reported quarter, Veralto exceeded the expected earnings of $0.87 per share by delivering $0.95, resulting in a surprise of +9.20% [13] - Over the past four quarters, Veralto has consistently beaten consensus EPS estimates [14] Industry Comparison - Waste Connections (WCN), a peer in the Waste Removal Services industry, is expected to report earnings of $1.25 per share for the same quarter, indicating a year-over-year change of +0.8% [18] - Waste Connections has an Earnings ESP of +0.5% and a Zacks Rank of 3 (Hold), suggesting a likelihood of beating the consensus EPS estimate [19]