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]

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]

Core Insights - Verisk Analytics (VRSK) reported quarterly earnings of $1.88 per share, exceeding the Zacks Consensus Estimate of $1.77 per share, and up from $1.74 per share a year ago, representing an earnings surprise of +6.21% [1] - The company achieved revenues of $772.6 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.54% and increasing from $716.8 million year-over-year [2] - Verisk has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise of +6.21% for the recent quarter follows a previous surprise of +3.59% when actual earnings were $1.73 compared to an expected $1.67 [1][2] - The current consensus EPS estimate for the upcoming quarter is $1.77, with projected revenues of $773.4 million, while the fiscal year estimate is $7.05 on $3.08 billion in revenues [7] Stock Performance and Outlook - Verisk shares have increased approximately 6.8% year-to-date, compared to an 8.3% gain for the S&P 500 [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] - The outlook for the stock's price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] Industry Context - The Business - Information Services industry, to which Verisk belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable environment for performance [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]

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]

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]

Group 1 - FactSet reported quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.31 per share, and down from $4.37 per share a year ago, representing an earnings surprise of -0.93% [1] - The company posted revenues of $585.52 million for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 0.72%, and up from $552.71 million year-over-year [2] - FactSet has surpassed consensus EPS estimates three times over the last four quarters, indicating a generally positive trend in revenue performance [2] Group 2 - The stock has underperformed the market, losing about 12.1% since the beginning of the year compared to the S&P 500's gain of 1.5% [3] - The current consensus EPS estimate for the coming quarter is $4.13 on revenues of $591.59 million, and for the current fiscal year, it is $17.10 on revenues of $2.31 billion [7] - The Zacks Industry Rank for Business - Information Services is in the top 11% of over 250 Zacks industries, suggesting a favorable outlook for the industry [8]