Core Viewpoint - McGrath (MGRC) reported quarterly earnings of $1.72 per share, missing the Zacks Consensus Estimate of $1.83 per share, and showing a decline from $1.87 per share a year ago, indicating an earnings surprise of -6.01% [1][2] Financial Performance - The company posted revenues of $256.44 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.42%, and down from $266.76 million year-over-year [2] - Over the last four quarters, McGrath has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - McGrath shares have increased approximately 9.3% since the beginning of the year, compared to the S&P 500's gain of 13.9% [3] - The current Zacks Rank for McGrath is 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.82 on revenues of $257 million, and for the current fiscal year, it is $6.25 on revenues of $953.54 million [7] - The trend of estimate revisions for McGrath was mixed ahead of the earnings release, which could change following the recent report [6] Industry Context - The Financial - Leasing Companies industry, to which McGrath belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Upbound Group (UPBD), is expected to report quarterly earnings of $0.98 per share, reflecting a year-over-year change of +3.2% [9]

Core Insights - Upbound Group (UPBD) shares increased by 8.2% to $27.07 in the last trading session, with a notable trading volume, compared to a 7.5% gain over the past four weeks [1] Group 1: Company Performance - Upbound Group is experiencing strong momentum in its Acima segment, driven by consistent marketplace growth and disciplined underwriting, leading to improved efficiency and revenue expansion [2] - The Brigit acquisition is strategically beneficial, providing a scalable fintech platform with high margins and robust user growth, enhancing Upbound's digital capabilities [2] - The company is expected to report quarterly earnings of $1.01 per share, reflecting a year-over-year increase of 6.3%, with revenues projected at $1.14 billion, up 7% from the previous year [3] Group 2: Earnings Estimates and Stock Trends - Trends in earnings estimate revisions are closely linked to short-term stock price movements, indicating potential strength in stock performance [4] - The consensus EPS estimate for Upbound Group has remained unchanged over the last 30 days, suggesting that stock price increases may not be sustainable without earnings estimate revisions [5] - Upbound Group holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while another company in the leasing industry, McGrath (MGRC), has a Zacks Rank of 2 (Buy) [5][6]

Core Insights - 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][2] - The Zacks Momentum Style Score helps identify stocks with strong momentum, and McGrath (MGRC) currently holds a Momentum Style Score of B, indicating potential for growth [3][4] Price Performance - MGRC shares have increased by 3.45% over the past week, outperforming the Zacks Financial - Leasing Companies industry, which rose by 1.7% during the same period [6] - Over the past month, MGRC's price change is 5.39%, while the industry average is 7.53% [6] - In the last quarter, MGRC shares rose by 10.36%, and over the past year, they increased by 21.04%, compared to the S&P 500's gains of 9.68% and 20% respectively [7] Trading Volume - MGRC's average 20-day trading volume is 111,467 shares, which serves as a baseline for price-to-volume analysis; a rising stock with above-average volume is generally seen as bullish [8] Earnings Outlook - Recent earnings estimate revisions for MGRC show positive momentum, with two estimates moving higher and none lower in the past two months, raising the consensus estimate from $6.19 to $6.25 [10] - For the next fiscal year, one estimate has increased while there have been no downward revisions [10] Conclusion - Given the positive price performance, trading volume, and earnings outlook, MGRC is rated as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [12]

Core Viewpoint - Upbound Group reported quarterly earnings of $1.12 per share, exceeding the Zacks Consensus Estimate of $1.05 per share, and showing an increase from $1.04 per share a year ago [1][2] Financial Performance - The company achieved revenues of $1.16 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.28%, compared to $1.08 billion in the same quarter last year [3] - Upbound Group has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2][3] Stock Performance - The stock has experienced a decline of approximately 16.5% since the beginning of the year, contrasting with the S&P 500's gain of 8.2% [4] - The current Zacks Rank for Upbound Group is 2 (Buy), indicating expectations for the stock to outperform the market in the near future [7] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.03 on revenues of $1.17 billion, and for the current fiscal year, it is $4.18 on revenues of $4.66 billion [8] - The trend of estimate revisions for Upbound Group was favorable prior to the earnings release, suggesting potential positive movements in stock performance [6][7] Industry Context - Upbound Group operates within the Financial - Leasing Companies industry, which is currently ranked in the top 1% of over 250 Zacks industries, indicating a strong industry performance [9]

Group 1: Earnings Performance - McGrath reported quarterly earnings of $1.46 per share, exceeding the Zacks Consensus Estimate of $1.3 per share, and up from $1.2 per share a year ago, representing an earnings surprise of +12.31% [1] - The company posted revenues of $235.62 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.79%, compared to year-ago revenues of $212.61 million [2] - Over the last four quarters, McGrath has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - McGrath shares have increased by about 2.9% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $1.99 on revenues of $279.27 million, and for the current fiscal year, it is $6.19 on revenues of $953.21 million [7] Group 3: Industry Context - The Financial - Leasing Companies industry, to which McGrath belongs, is currently in the top 5% of over 250 Zacks industries, indicating strong performance potential [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact McGrath's stock performance [5][6]

Company Overview - Upbound Group (UPBD) is headquartered in Plano and operates in the Finance sector [3] - The stock has experienced a price decline of 14.5% since the beginning of the year [3] Dividend Information - Upbound Group currently pays a dividend of $0.78 per share, resulting in a dividend yield of 6.26% [3] - The average yield for the Financial - Leasing Companies industry is 4.09%, while the S&P 500's yield is 1.6% [3] - The company's annualized dividend of $1.56 has increased by 4% from the previous year [4] - Over the last 5 years, Upbound Group has raised its dividend 4 times, averaging an annual increase of 5.93% [4] - The current payout ratio is 39%, indicating that 39% of its trailing 12-month EPS is distributed as dividends [4] Earnings Growth - The Zacks Consensus Estimate for Upbound Group's earnings per share for 2025 is $4.18, reflecting a year-over-year growth rate of 9.14% [5] Investment Appeal - Upbound Group is considered an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 1 (Strong Buy) [7]

Company Overview - Upbound Group (UPBD) is headquartered in Plano and operates in the Finance sector, specifically leasing furniture and appliances with an option to buy [3] - The stock has experienced a price decline of 12.86% since the beginning of the year [3] Dividend Information - Upbound Group currently pays a dividend of $0.39 per share, resulting in a dividend yield of 6.14%, which is significantly higher than the Financial - Leasing Companies industry's yield of 4.26% and the S&P 500's yield of 1.53% [3] - The company's annualized dividend of $1.56 has increased by 4% from the previous year, with an average annual increase of 5.93% over the last five years [4] - The current payout ratio is 39%, indicating that the company distributes 39% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for Upbound Group's earnings in 2025 is projected at $4.16 per share, reflecting a year-over-year earnings growth rate of 8.62% [5] Investment Perspective - Upbound Group is considered an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [7]

Company Overview - Upbound Group (UPBD) is headquartered in Plano and operates in the finance sector, specifically leasing furniture and appliances with an option to buy. The company's stock has experienced a price decline of 17.14% year-to-date [3]. Dividend Information - Upbound Group currently pays a dividend of $0.39 per share, resulting in a dividend yield of 6.45%, which is significantly higher than the Financial - Leasing Companies industry's yield of 4.11% and the S&P 500's yield of 1.59% [3]. - The company's annualized dividend of $1.56 has increased by 4% from the previous year, and over the past five years, it has raised its dividend four times, averaging an annual increase of 5.93% [4]. Earnings Growth - The Zacks Consensus Estimate for Upbound Group's earnings per share for 2025 is $4.14, indicating a year-over-year growth rate of 8.09% [5]. Investment Appeal - Upbound Group is considered an attractive dividend investment, providing benefits such as improved stock investing profits, reduced overall portfolio risk, and tax advantages. The company holds a Zacks Rank of 2 (Buy), indicating a compelling investment opportunity [6][7].

Core Viewpoint - Upbound Group reported quarterly earnings of $1 per share, exceeding the Zacks Consensus Estimate of $0.94 per share, and showing an increase from $0.79 per share a year ago [1] Financial Performance - The company achieved revenues of $1.18 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 5.09% and up from $1.1 billion year-over-year [3] - Upbound Group has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2][3] Stock Performance - The stock has experienced a decline of approximately 31.8% since the beginning of the year, compared to a 5.3% decline in the S&P 500 [4] - The current Zacks Rank for Upbound Group is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $1.03 on revenues of $1.14 billion, and for the current fiscal year, it is $4.10 on revenues of $4.6 billion [8] - The trend of estimate revisions for Upbound Group is mixed, which may change following the recent earnings report [7] Industry Context - The Financial - Leasing Companies industry, to which Upbound Group belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9]

Group 1 - McGrath (MGRC) reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $1.02 per share, and up from $0.93 per share a year ago, representing an earnings surprise of 12.75% [1] - The company posted revenues of $195.42 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.96%, compared to year-ago revenues of $187.83 million [2] - Over the last four quarters, McGrath has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2 - The stock's immediate price movement will depend on management's commentary during the earnings call, with McGrath shares down about 8.4% year-to-date, slightly better than the S&P 500's decline of 8.6% [3] - The current consensus EPS estimate for the coming quarter is $1.31 on revenues of $223.53 million, and for the current fiscal year, it is $6.19 on revenues of $954.05 million [7] - The Zacks Industry Rank for Financial - Leasing Companies is currently in the bottom 13% of over 250 Zacks industries, indicating potential challenges for stock performance [8]