Core Insights - Insight Enterprises reported quarterly earnings of $2.45 per share, missing the Zacks Consensus Estimate of $2.49 per share, and showing a slight decrease from $2.46 per share a year ago, resulting in an earnings surprise of -1.61% [1] - The company posted revenues of $2.09 billion for the quarter ended June 2025, which was 3.26% below the Zacks Consensus Estimate and a decline from $2.16 billion in the same quarter last year [2] - Insight Enterprises has underperformed the market, with shares down approximately 4.9% year-to-date compared to the S&P 500's gain of 8.2% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.47 on revenues of $2.25 billion, and for the current fiscal year, it is $9.86 on revenues of $8.84 billion [7] - The estimate revisions trend for Insight Enterprises was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Retail - Mail Order industry, to which Insight Enterprises belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting that companies in the top half tend to outperform those in the bottom half by more than 2 to 1 [8]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Valvoline, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Valvoline is expected to report quarterly earnings of $0.46 per share, reflecting a +2.2% change year-over-year, with revenues projected at $435.64 million, up 3.4% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst assessments [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a positive Earnings ESP of +0.44% for Valvoline, suggesting recent bullish sentiment among analysts, although the stock holds a Zacks Rank of 4, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Valvoline's expected earnings were $0.36 per share, but it delivered $0.34, resulting in a surprise of -5.56%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Market Reaction Factors - An earnings beat or miss may not solely dictate stock movement, as other factors can influence investor sentiment and stock performance [15].