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]

Core Viewpoint - Jamf Holding (JAMF) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The consensus EPS estimate for Jamf Holding is $0.17 per share, reflecting a year-over-year increase of +21.4% [3] - Expected revenues are $168.63 million, which is a 10.2% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 6.25% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Jamf Holding is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.65% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10] - Jamf Holding currently holds a Zacks Rank of 3, indicating a reasonable chance of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Jamf Holding had an earnings surprise of +4.76%, reporting $0.22 per share against an expected $0.21 [13] - Over the past four quarters, the company has beaten consensus EPS estimates two times [14] Industry Comparison - Parsons (PSN), another player in the Zacks Technology Services industry, is expected to report a year-over-year EPS decrease of -11.9% and revenues down 3.9% [18] - Parsons has an Earnings ESP of +2.49% but holds a Zacks Rank of 5 (Strong Sell), making predictions about its earnings beat less conclusive [19]

Core Viewpoint - Distribution Solutions Group (DSGR) reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.36 per share, and showing a decline from $0.40 per share a year ago [1] Earnings Performance - The company experienced an earnings surprise of -2.78% for the quarter, and previously, it had an earnings surprise of -13.89% when it reported $0.31 per share against an expectation of $0.36 [1][2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] Revenue Insights - Distribution Solutions posted revenues of $502.44 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 1.77%, and up from $439.54 million year-over-year [2] - The company has topped consensus revenue estimates two times over the last four quarters [2] Stock Performance - Shares of Distribution Solutions have declined approximately 16.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.40 on revenues of $502.1 million, and for the current fiscal year, it is $1.40 on revenues of $1.96 billion [7] Industry Context - The Technology Services industry, to which Distribution Solutions belongs, is currently ranked in the top 38% of over 250 Zacks industries, indicating a favorable industry outlook [8]

Amadeus IT Group SA Unsponsored ADR (AMADY) came out with quarterly earnings of $0.95 per share, missing the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -1.04%. A quarter ago, it was expected that this company would post earnings of $0.91 per share when it actually produced earnings of $0.84, delivering a surprise of -7.69%. Over the last four ...

分组1 - Aurora Innovation, Inc. reported a quarterly loss of $0.11 per share, slightly better than the Zacks Consensus Estimate of a loss of $0.12, marking an earnings surprise of +8.33% [1] - Over the last four quarters, Reinvent Technology Partners Y has surpassed consensus EPS estimates only once, with revenues of $1 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 4.93% [2] - The stock of Reinvent Technology Partners Y has underperformed, losing about 5.2% since the beginning of the year compared to the S&P 500's gain of 8.3% [3] 分组2 - The earnings outlook for Reinvent Technology Partners Y is crucial for investors, as it includes current consensus earnings expectations and recent changes in these expectations [4] - The trend of estimate revisions for Reinvent Technology Partners Y was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance [6] - The current consensus EPS estimate for the upcoming quarter is -$0.12 on revenues of $1.59 million, and -$0.47 on revenues of $4.86 million for the current fiscal year [7] 分组3 - The outlook for the Technology Services industry can significantly impact stock performance, with the industry currently ranking in the top 37% of over 250 Zacks industries [8] - Full Truck Alliance Co. Ltd. is expected to report quarterly earnings of $0.16 per share, reflecting a year-over-year change of +23.1%, with revenues anticipated to be $430.79 million, up 13.3% from the previous year [9]