Core Viewpoint - Clarivate PLC (CLVT) reported quarterly earnings of $0.18 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, but down from $0.19 per share a year ago, indicating a +12.50% earnings surprise [1][2] Financial Performance - The company achieved revenues of $623.1 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 9.23%, and showing a slight increase from $622.2 million year-over-year [2] - Over the last four quarters, Clarivate has exceeded consensus EPS estimates three times and topped revenue estimates four times [2] Stock Performance - Clarivate shares have declined approximately 28.4% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] - The current Zacks Rank for Clarivate is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $602.2 million, while the estimate for the current fiscal year is $0.65 on revenues of $2.39 billion [7] - The outlook for the industry, particularly the Computers - IT Services sector, is favorable, ranking in the top 24% of over 250 Zacks industries, which historically outperforms the bottom 50% by more than 2 to 1 [8]

Company Performance - Leidos reported quarterly earnings of $3.21 per share, exceeding the Zacks Consensus Estimate of $2.63 per share, and showing an increase from $2.63 per share a year ago, resulting in an earnings surprise of +22.05% [1] - The company achieved revenues of $4.25 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.52% and up from $4.13 billion year-over-year [2] - Over the last four quarters, Leidos has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - Leidos shares have increased approximately 11.7% since the beginning of the year, outperforming the S&P 500's gain of 7.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.63 on revenues of $4.28 billion, and for the current fiscal year, it is $10.81 on revenues of $17.14 billion [7] - The outlook for the Computers - IT Services industry, where Leidos operates, is currently in the bottom 39% of Zacks industries, which may impact stock performance [8]

Core Insights - Clarivate PLC (CLVT) reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.12 per share, with an earnings surprise of 16.67% [1] - The company posted revenues of $593.7 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.56%, although this represents a decline from year-ago revenues of $621.2 million [2] - Clarivate shares have declined approximately 29.3% year-to-date, contrasting with the S&P 500's decline of 6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.17 on revenues of $590.95 million, and for the current fiscal year, it is $0.64 on revenues of $2.33 billion [7] - The estimate revisions trend for Clarivate is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Computers - IT Services industry, to which Clarivate belongs, is currently ranked in the bottom 44% 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 Clarivate's stock performance [5]