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Is Brink's (BCO) Stock Outpacing Its Business Services Peers This Year?
ZACKS· 2025-08-13 14:41
Based on the most recent data, BCO has returned 17.4% so far this year. Meanwhile, stocks in the Business Services group have lost about 0.6% on average. As we can see, Brink's is performing better than its sector in the calendar year. Experian PLC (EXPGY) is another Business Services stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 19.2%. For Experian PLC, the consensus EPS estimate for the current year has increased 0.2% over the past three m ...
uCloudlink Group Inc. Sponsored ADR (UCL) Q2 Earnings Meet Estimates
ZACKS· 2025-08-13 12:06
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]
Dun & Bradstreet (DNB) Lags Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-11 23:56
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]
Iron Mountain (IRM) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-08-06 12:55
Core Viewpoint - Iron Mountain (IRM) reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $1.19 per share, and showing significant growth from $0.42 per share a year ago, indicating a positive earnings surprise of +4.20% [1] Financial Performance - The company achieved revenues of $1.71 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.10%, compared to $1.53 billion in the same quarter last year [2] - Over the last four quarters, Iron Mountain has exceeded consensus EPS estimates only once, and it has topped consensus revenue estimates two times [2] Stock Performance and Outlook - Iron Mountain shares have declined approximately 9.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.1% [3] - The future performance of the stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.28, with expected revenues of $1.74 billion, and for the current fiscal year, the estimate is $5.01 on revenues of $6.79 billion [7] Industry Context - The Business - Information Services industry, to which Iron Mountain belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable industry outlook that can positively influence stock performance [8]
Verisk Analytics (VRSK) Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-07-30 13:26
Verisk Analytics (VRSK) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.77 per share. This compares to earnings of $1.74 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +6.21%. A quarter ago, it was expected that this insurance data provider would post earnings of $1.67 per share when it actually produced earnings of $1.73, delivering a surprise of +3.59%. Over the last four qua ...
TransUnion (TRU) Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-07-24 12:25
Core Viewpoint - TransUnion reported quarterly earnings of $1.08 per share, exceeding the Zacks Consensus Estimate of $0.99 per share, marking a year-over-year increase from $0.99 per share [1][2] Financial Performance - The company achieved revenues of $1.14 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.70% and showing growth from $1.04 billion a year ago [2] - Over the last four quarters, TransUnion has consistently exceeded consensus EPS estimates and revenue expectations [2] Stock Performance and Outlook - TransUnion shares have increased approximately 2% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.04 for the upcoming quarter and $4.10 for the current fiscal year [7] Industry Context - The Business - Information Services industry, to which TransUnion belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]
Here's Why You Should Retain SPGI Stock in Your Portfolio Now
ZACKS· 2025-06-26 16:16
Core Viewpoint - S&P Global, Inc. (SPGI) has experienced a mixed performance in its stock, with a 16.1% increase over the year, which is lower than the 27.7% growth of the Business - Information Services industry but higher than the 10.7% rise of the Zacks S&P 500 composite [1] Financial Performance - The company has an expected earnings growth rate of 7.8% for the current year and has consistently outperformed the Zacks Consensus Estimate in the last four quarters, with an average earnings surprise of 7.5% [3] - In Q1 2025, SPGI reported an 8% year-over-year increase in total revenues, driven by a 7% growth in subscription product revenues, indicating strong demand across all divisions [4][7] Market Segments - The Market Intelligence segment is benefiting from increased demand for pricing and reference data in loan and credit default swap asset classes, while the Ratings segment is seeing growth due to rising collateralized loan obligation volumes and favorable market conditions [5] Strategic Acquisitions - SPGI is enhancing its capabilities through strategic acquisitions, including ProntoNLP for textual data analytics, Visible Alpha for investment research, and World Hydrogen Leaders for expanding its conference business in the hydrogen sector [6] Shareholder Returns - The company has been active in share repurchases, totaling $12 billion in 2022, $3.3 billion in 2023, and $18.6 billion in 2024, alongside consistent dividend payments of $1 billion in 2022, $1.1 billion in 2023, and $1.1 billion in 2024, with a declared dividend of $0.96 in Q3 2025 [8]
FactSet Research (FDS) Q3 Earnings Lag Estimates
ZACKS· 2025-06-23 13:10
FactSet Research (FDS) came out with quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.31 per share. This compares to earnings of $4.37 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.93%. A quarter ago, it was expected that this financial data firm would post earnings of $4.19 per share when it actually produced earnings of $4.28, delivering a surprise of +2.15%. Over the last four quarters ...
Here's Why You Should Retain Verisk Stock in Your Portfolio Now
ZACKS· 2025-06-19 15:41
Core Insights - Verisk Analytics, Inc. (VRSK) stock has increased by 13.9% over the past year, outperforming the Business - Information Services industry growth of 9.1% and the Zacks S&P 500 composite rise of 8.3% [1] Financial Performance - VRSK's revenues are projected to grow by 6.7% in 2025 and 7% in 2026, while earnings are expected to rise by 6.2% in 2025 and 11% in 2026 [3] - The company has a long-term earnings per share growth rate estimated at 11.4% [3] - In Q1 2025, VRSK reported revenues of $753 million, reflecting a 7% increase overall and a 7.9% increase on an organic constant-currency basis [4][8] - Underwriting revenues grew by 6.8% (7.2% OCC), driven by strong performance in various services [4] - Claims revenues increased by 7.5% (9.6% OCC), highlighting growth in property estimating and anti-fraud solutions [5] Strategic Developments - The introduction of the SRCC model enhances political violence risk modeling, allowing insurers to utilize a forward-looking approach [6] - Verisk's acquisition of Nasdaq's Risk Modelling for Catastrophes (NRMC) in April 2025 strengthens its catastrophe risk modeling capabilities [7][9] - NRMC provides access to over 300 third-party and custom models, enhancing risk analysis across the insurance value chain [9] Shareholder Returns - VRSK has consistently returned value to shareholders, paying over $188 million in dividends annually since 2021 and increasing share repurchases from $475 million in 2021 to $2.8 billion in 2023 [10] - In Q1 2025, the company returned more than $250 million to shareholders through dividends and repurchases, and initiated a $200 million Accelerated Share Repurchase program [10][11]
Why Is S&P Global (SPGI) Up 2.3% Since Last Earnings Report?
ZACKS· 2025-05-29 16:36
Core Viewpoint - S&P Global's shares have increased by approximately 2.3% since the last earnings report, underperforming the S&P 500 index [1] Estimates Movement - Estimates for S&P Global have trended downward over the past month, indicating a negative outlook [2] VGM Scores - S&P Global has an average Growth Score of C, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy. The overall aggregate VGM Score is F [3] Outlook - The downward trend in estimates suggests a negative shift, with S&P Global holding a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Performance - S&P Global is part of the Zacks Business - Information Services industry. TransUnion, a peer in the same industry, has seen a 3.6% increase in its stock over the past month, reporting revenues of $1.1 billion for the last quarter, which is a year-over-year increase of 7.3% [5] - TransUnion's expected earnings for the current quarter are $1.02 per share, reflecting a 3% increase from the previous year, with a Zacks Rank of 3 (Hold) and a VGM Score of D [6]