Core Insights - Verisk Analytics reported strong Q3 fiscal 2025 results, with adjusted earnings of $1.72 per share, exceeding estimates by 1.8% and showing a 3% increase year-over-year. Total revenues reached $768.3 million, a 5.9% year-over-year increase, although slightly below consensus estimates [3][4]. Financial Performance - Underwriting and Rating revenues increased by 6.9% year-over-year to $542 million, surpassing estimates. Claim revenues rose by 3.6% to $226 million, also beating expectations [4]. - Adjusted EBITDA grew by 7.2% year-over-year to $429 million, with a margin of 55.8%, up from 55.2% in the previous year [5]. - The company ended the quarter with cash and cash equivalents of $2.1 billion, a significant increase from $628.7 million at the end of the previous quarter. Long-term debt remained stable at $3.2 billion [5]. Cash Flow and Shareholder Returns - Net cash utilized from operating activities was $404 million, with free cash flow of $336 million. The company repurchased $100 million in shares and returned $62.6 million in dividends to shareholders during the quarter [6]. Guidance and Estimates - For fiscal 2025, Verisk revised its revenue guidance down to $3.05-$3.08 billion from $3.09-$3.12 billion. Adjusted EBITDA forecast was also lowered to $1.69-$1.72 billion, while adjusted earnings per share growth remains at $6.80-$7.00 [7]. - Recent estimates have shown a downward trend, indicating a shift in market expectations [8][10]. Market Position and Comparison - Verisk holds a Zacks Rank 3 (Hold) and has a VGM Score of D, indicating weaker momentum and value performance compared to peers [9][10]. - In comparison, TransUnion, a competitor in the same industry, reported a 7.8% year-over-year revenue increase and a 5.2% expected earnings growth for the current quarter, reflecting stronger performance in the sector [11][12].

分组1 - uCloudlink Group Inc. reported quarterly earnings of $0.24 per share, significantly exceeding the Zacks Consensus Estimate of $0.02 per share, representing an earnings surprise of +1,100.00% [1] - The company posted revenues of $21.15 million for the quarter ended September 2025, which was 4.28% below the Zacks Consensus Estimate and a decrease from $25.19 million in the same quarter last year [2] - Over the last four quarters, uCloudlink has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has increased approximately 6.7% since the beginning of the year, while the S&P 500 has gained 16.4% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.04 on revenues of $25 million, and for the current fiscal year, it is -$0.02 on revenues of $85.23 million [7] - The Zacks Industry Rank for Business - Information Services is in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Core Insights - Experian PLC (EXPGY) has shown a year-to-date return of 8.3%, outperforming the average loss of 7.1% in the Business Services sector [4] - The Zacks Consensus Estimate for EXPGY's full-year earnings has increased by 0.5% over the past quarter, indicating improved analyst sentiment [4] - Experian PLC is ranked 6 in the Zacks Sector Rank among 259 companies in the Business Services group [2] Company Performance - Experian PLC currently holds a Zacks Rank of 2 (Buy), suggesting a favorable earnings outlook [3] - The Business - Information Services industry, which includes Experian PLC, has an average loss of 20.7% this year, indicating that EXPGY is performing better than its peers [6] Comparative Analysis - FirstCash Holdings (FCFS), another stock in the Business Services sector, has a year-to-date return of 54.3% and also holds a Zacks Rank of 2 (Buy) [5] - The Financial Transaction Services industry, where FirstCash Holdings operates, has seen a decline of 9.7% this year, contrasting with the performance of Experian PLC [7]

Core Insights - Iron Mountain (IRM) reported quarterly earnings of $1.32 per share, exceeding the Zacks Consensus Estimate of $1.29 per share, and showing significant growth from $0.42 per share a year ago, resulting in an earnings surprise of +2.33% [1] - The company posted revenues of $1.75 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.09%, but up from $1.56 billion year-over-year [2] - Iron Mountain has underperformed the market, with shares down about 1.7% year-to-date compared to the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.37 on revenues of $1.81 billion, and for the current fiscal year, it is $5.09 on revenues of $6.87 billion [7] - The estimate revisions trend for Iron Mountain was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Business - Information Services industry, to which Iron Mountain belongs, is currently in the top 41% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Group 1 - Verisk Analytics reported quarterly earnings of $1.72 per share, exceeding the Zacks Consensus Estimate of $1.69 per share, and showing an increase from $1.67 per share a year ago, representing an earnings surprise of +1.78% [1] - The company posted revenues of $768.3 million for the quarter ended September 2025, which was below the Zacks Consensus Estimate by 0.82%, but an increase from $725.3 million year-over-year [2] - Over the last four quarters, Verisk has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2 - The stock has underperformed, losing about 15.7% since the beginning of the year, while the S&P 500 has gained 17.2% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.66 on revenues of $799.8 million, and for the current fiscal year, it is $6.98 on revenues of $3.1 billion [7] Group 3 - The Zacks Industry Rank indicates that the Business - Information Services sector is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Verisk was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Core Insights - Arbe Robotics Ltd. (ARBE) is a notable stock within the Business Services group, which consists of 262 companies and is currently ranked 4 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that ARBE has a Zacks Rank of 2 (Buy), with a 15.7% increase in the consensus estimate for its full-year earnings over the past 90 days, reflecting positive analyst sentiment [3] Performance Comparison - Year-to-date, ARBE has returned approximately 4.3%, outperforming the average gain of 1.3% for the Business Services group [4] - In contrast, Experian PLC (EXPGY), another stock in the Business Services sector, has returned 11% since the beginning of the year [4] Industry Context - Arbe Robotics Ltd. is part of the Technology Services industry, which includes 125 stocks and is currently ranked 68 in the Zacks Industry Rank, with an average gain of 45.9% this year, indicating that ARBE is slightly underperforming its industry [5] - Experian PLC belongs to the Business - Information Services industry, which has seen a decline of 20.5% this year and is ranked 155 [6]

Group 1 - FactSet reported quarterly earnings of $4.05 per share, missing the Zacks Consensus Estimate of $4.15 per share, but showing an increase from $3.74 per share a year ago, resulting in an earnings surprise of -2.41% [1] - The company posted revenues of $596.9 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 0.73%, and up from $562.19 million year-over-year [2] - FactSet has surpassed consensus revenue estimates three times over the last four quarters, indicating a positive trend in revenue performance [2] Group 2 - The stock has underperformed the market, losing about 30% since the beginning of the year, while the S&P 500 gained 12.2% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the coming quarter is $4.63 on revenues of $600.48 million, and for the current fiscal year, it is $18.51 on revenues of $2.45 billion [7] Group 3 - The Zacks Industry Rank places the Business - Information Services sector in the bottom 36% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8] - The estimate revisions trend for FactSet was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]

Group 1: Company Performance - Brink's (BCO) has returned 17.4% year-to-date, outperforming the average loss of 0.6% in the Business Services sector [4] - The Zacks Consensus Estimate for Brink's full-year earnings has increased by 8.2% over the past three months, indicating improving analyst sentiment [3] - Brink's currently holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Group 2: Industry Comparison - Brink's belongs to the Outsourcing industry, which is ranked 46 in the Zacks Industry Rank, while the average loss for this group is 9.4% year-to-date [5] - In contrast, Experian PLC, another Business Services stock, has returned 19.2% year-to-date and belongs to the Business - Information Services industry, which is ranked 80 and has declined by 15.4% [4][6] - The Business Services group consists of 255 companies and is currently ranked 6 in the Zacks Sector Rank [2]

Company Performance - uCloudlink Group Inc. reported quarterly earnings of $0.02 per share, matching the Zacks Consensus Estimate, but down from $0.06 per share a year ago [1] - The company posted revenues of $19.38 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 15.76% and down from $22.35 million year-over-year [2] - The company has surpassed consensus EPS estimates three times over the last four quarters [1][2] Stock Movement and Outlook - uCloudlink Group shares have increased approximately 89.5% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.6% [3] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the coming quarter is $0.06 on revenues of $26.5 million, and $0.01 on revenues of $96.25 million for the current fiscal year [7] Industry Context - The Business - Information Services industry, to which uCloudlink Group belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5][6]

分组1 - Dun & Bradstreet reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.24 per share, and down from $0.23 per share a year ago, representing an earnings surprise of -20.83% [1] - The company posted revenues of $585.2 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.76%, compared to year-ago revenues of $576.2 million [2] - Over the last four quarters, Dun & Bradstreet has surpassed consensus EPS estimates just once and has topped consensus revenue estimates only once [2] 分组2 - Dun & Bradstreet shares have lost about 26.9% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.30 for the coming quarter and $1.05 for the current fiscal year [7] - The Zacks Industry Rank for Business - Information Services is currently in the top 35% of over 250 Zacks industries, indicating a favorable industry outlook [8]