Core Viewpoint - Marsh (MRSH) reported quarterly earnings of $2.12 per share, exceeding the Zacks Consensus Estimate of $1.97 per share, and showing an increase from $1.87 per share a year ago [1] Financial Performance - The earnings surprise for the quarter was +7.61%, with the company having surpassed consensus EPS estimates in all four of the last quarters [2] - Marsh's revenues for the quarter reached $6.6 billion, surpassing the Zacks Consensus Estimate by 1.18%, compared to $6.07 billion in the same quarter last year [3] Stock Performance and Outlook - Marsh shares have declined approximately 4% since the beginning of the year, while the S&P 500 has gained 1.9% [4] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates for the upcoming quarter at $3.22 on revenues of $7.4 billion, and for the current fiscal year at $10.26 on revenues of $28.17 billion [8] Industry Context - The Business - Services industry, to which Marsh belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, indicating potential challenges ahead [9]

Core Insights - Willdan Group, Inc. (WLDN) is experiencing significant margin expansion, with adjusted EBITDA increasing by 52.4% year over year to $59.5 million, and adjusted EBITDA margin rising 360 basis points to 21.6% during the first nine months of fiscal 2025 [1][9] Group 1: Financial Performance - The company's gross profit increased by 30.6% year over year, with gross margin expanding by 290 basis points, supported by improved project delivery efficiencies and scale benefits [3] - Willdan's adjusted EBITDA margin expansion is attributed to disciplined execution and a favorable product mix, particularly in its Energy segment, which constitutes approximately 85% of revenues [2][9] Group 2: Market Position and Strategy - Willdan's strategic acquisitions, such as APG, are enhancing its margin profile by increasing its presence in power engineering and data center infrastructure, which are areas with strong long-term demand [4] - The company operates in a competitive landscape, facing significant competition from firms like AECOM and Tetra Tech, but its focused expertise in energy-centric and utility programs allows it to target niche markets effectively [5][7] Group 3: Stock Performance and Valuation - WLDN's stock has surged by 68.6% over the past six months, outperforming the Zacks Business - Services industry and the broader S&P 500 Index [8] - The stock is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 29.61, indicating a premium compared to industry peers [11] Group 4: Earnings Estimates - Earnings estimates for fiscal 2025 and fiscal 2026 imply year-over-year growth of 70% and 9.6%, respectively, with current estimates remaining unchanged over the past 60 days [13]

Core Viewpoint - AMN Healthcare Services experienced a significant share price increase of 27.6%, closing at $19.55, following the release of a growth framework and 2026 revenue expectations, despite a prior 3.2% loss over the past month [1][2]. Company Performance - AMN Healthcare is projected to report quarterly earnings of $0.22 per share, reflecting a year-over-year decline of 70.7%, with expected revenues of $723.87 million, down 1.5% from the same quarter last year [3]. - The consensus EPS estimate for AMN Healthcare has remained unchanged over the last 30 days, indicating a lack of upward revisions in earnings estimates, which typically correlates with stock price movements [4]. Growth Expectations - The company’s 2026 "base scenario" anticipates revenue growth from the normalized fourth-quarter run-rate and a gross margin expansion of 50-100 basis points, consistent with management's commentary from the third-quarter 2025 earnings [2]. - Beyond 2026, AMN Healthcare aims for 4%-6% annual organic revenue growth, leading to 10%-15% adjusted EBITDA growth driven by gross margin mix improvement and SG&A leverage [2]. Industry Context - AMN Healthcare is part of the Zacks Business - Services industry, where another company, SPS Commerce, has also maintained a stable EPS estimate, reflecting a year-over-year increase of 12.4% [4][5].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Group 1: Momentum Style Score - Healthcare Services (HCSG) currently holds a Momentum Style Score of B, which is influenced by metrics such as price change and earnings estimate revisions [2] - The Zacks Rank for Healthcare Services is 2 (Buy), indicating a strong potential for outperformance in the market [3] Group 2: Price Performance - HCSG shares have increased by 0.88% over the past week, while the Zacks Business - Services industry remained flat during the same period [5] - Over the past month, HCSG's price change is 5.81%, outperforming the industry's 1.66% [5] - In the last quarter, HCSG shares rose by 19.34%, and over the past year, they gained 76.98%, compared to the S&P 500's increases of 3.01% and 17.28%, respectively [6] Group 3: Trading Volume - HCSG's average 20-day trading volume is 834,081 shares, which serves as a bullish indicator when combined with rising stock prices [7] Group 4: Earnings Outlook - In the past two months, one earnings estimate for HCSG has increased, raising the consensus estimate from $0.88 to $0.90 [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [9] Group 5: Conclusion - Considering all factors, HCSG is classified as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [11]

Core Viewpoint - ABM Industries Incorporated is a prominent player in the Business - Services industry, providing a wide range of facility solutions and aiming for superior quality and efficiency in its services [1] Financial Performance - ABM reported a revenue of $2.3 billion for Q4 2025, representing a 5.4% increase year-over-year, surpassing the Zacks Consensus Estimate of $2.27 billion by 1.19% [3][6] - The company's earnings per share (EPS) were $0.88, which is a decline from $0.90 the previous year and below the consensus estimate of $1.10, resulting in a 20% negative EPS surprise [3][6] Stock Performance - The current stock price of ABM is $45.67, reflecting a decrease of approximately 5.32% from the previous day, with a trading range between $45.67 and $47.51 during the day [4] - Over the past year, ABM's stock has fluctuated between a high of $54.90 and a low of $40, with a market capitalization of around $2.84 billion [4] Analyst Outlook - Andrew Wittmann from Robert W. Baird has set a price target of $52 for ABM, indicating a potential increase of about 13.31% from its current price of $45.89 [2][6] - Despite the earnings miss, the revenue performance and strategic direction discussed in the earnings call may instill confidence in investors regarding the company's future [5]

Core Insights - ABM Industries Incorporated reported earnings per share (EPS) of $0.88, which was below the estimated $1.09, resulting in a negative surprise of 20% [2][6] - The company's revenue for the period was approximately $2.30 billion, exceeding the estimated $2.27 billion, and reflecting a year-over-year increase of 5.4% [3][6] Financial Performance - ABM's EPS decreased from $0.90 reported in the same quarter last year, indicating a trend of missing consensus EPS estimates, having exceeded them only once in the past four quarters [2] - The company has a price-to-earnings (P/E) ratio of approximately 18.27, and a price-to-sales ratio of about 0.35, reflecting market valuation metrics [4] - ABM's enterprise value to sales ratio is around 0.35, and its enterprise value to operating cash flow ratio is approximately 13.06 [4] Financial Health - The company maintains a low debt-to-equity ratio of 0.079, indicating conservative use of debt [5][6] - ABM's current ratio is approximately 1.48, suggesting a strong liquidity position to cover short-term liabilities [5][6] - The earnings yield is about 5.47%, making ABM an attractive option for investors seeking stable returns [5]

Group 1 - Green Dot (GDOT) has outperformed its peers in the Business Services group, returning 20.5% year-to-date, while the average return for the group is a loss of 8.7% [4] - The Zacks Rank for Green Dot is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions, with a 3.8% increase in the consensus estimate for full-year earnings over the past 90 days [3] - Green Dot is part of the Financial Transaction Services industry, which has an average loss of 8.6% this year, further highlighting GDOT's strong performance relative to its industry [5] Group 2 - The Business Services group consists of 257 companies and is currently ranked 5 within the Zacks Sector Rank, which evaluates the strength of various groups based on the average Zacks Rank of individual stocks [2] - Another stock in the Business Services group, Rentokil Initial PLC (RTO), has also outperformed the sector with a year-to-date return of 13.3% [4] - The Financial Transaction Services industry, to which Green Dot belongs, is ranked 165, indicating a lower performance compared to the overall Business Services group [5]

Core Insights - ABM Industries reported quarterly earnings of $0.88 per share, missing the Zacks Consensus Estimate of $1.1 per share, and down from $0.9 per share a year ago [1] - The company posted revenues of $2.3 billion for the quarter, exceeding the Zacks Consensus Estimate by 1.19%, and up from $2.18 billion year-over-year [3] Earnings Performance - The earnings surprise for the quarter was -20.00%, following a previous quarter where earnings were $0.82 per share against an expectation of $0.95, resulting in a surprise of -13.68% [2] - Over the last four quarters, ABM Industries has surpassed consensus EPS estimates only once [2] Revenue Insights - The company has consistently topped consensus revenue estimates, achieving this four times over the last four quarters [3] Stock Performance - ABM Industries shares have declined approximately 10.6% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [4] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.87 on revenues of $2.2 billion, and for the current fiscal year, it is $4.00 on revenues of $9.02 billion [8] - The estimate revisions trend for ABM Industries 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 [7] Industry Context - The Business - Services industry, to which ABM Industries belongs, is currently ranked in the top 18% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Group 1 - Willdan Group (WLDN) has significantly outperformed its peers in the Business Services sector, returning approximately 156.2% year-to-date, while the average return for Business Services companies is -10.2% [4] - The Zacks Consensus Estimate for Willdan Group's full-year earnings has increased by 12.5% over the past three months, indicating a positive trend in analyst sentiment [4] - Willdan Group currently holds a Zacks Rank of 1 (Strong Buy), suggesting a strong earnings outlook compared to its peers [3] Group 2 - Willdan Group is part of the Business - Services industry, which consists of 26 individual stocks and currently ranks 43 in the Zacks Industry Rank, with an average loss of 9.6% this year [6] - Xylem (XYL), another stock in the Business Services sector, has returned 20.2% year-to-date and has a Zacks Rank of 2 (Buy) [5] - The Waste Removal Services industry, to which Xylem belongs, is ranked 97 and has seen a slight increase of 0.7% this year [6] Group 3 - Investors should continue to monitor both Willdan Group and Xylem for their potential to maintain strong performance in the Business Services sector [7]

Core Insights - Aramark reported quarterly earnings of $0.64 per share, slightly missing the Zacks Consensus Estimate of $0.65 per share, but showing an increase from $0.54 per share a year ago, resulting in an earnings surprise of -1.54% [1] - The company posted revenues of $5.05 billion for the quarter ended September 2025, which was 2.11% below the Zacks Consensus Estimate, and an increase from $4.42 billion year-over-year [2] - Aramark's stock has underperformed the market, gaining about 1.9% year-to-date compared to the S&P 500's gain of 14.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $4.9 billion, and for the current fiscal year, it is $2.25 on revenues of $19.58 billion [7] - The trend of estimate revisions for Aramark was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Business - Services industry, to which Aramark belongs, is currently in the top 22% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, ABM Industries, is expected to report quarterly earnings of $1.10 per share, reflecting a year-over-year increase of 22.2%, with revenues projected at $2.27 billion, up 4.4% from the previous year [9]