Helios Technologies (HLIO) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on November 3, might help the stock move higher if these key numbers are better ...

RBC Bearings (RBC) shares rallied 4% in the last trading session to close at $387.73. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.9% loss over the past four weeks.RBC Bearings’ rally is primarily driven by optimism about its strength in the Industrial segment.  Solid momentum in this segment, driven by strength in mining, metals, food and beverage markets, bodes well for the company. Also, solid momentu ...

Core Insights - Investors are evaluating Oshkosh (OSK) and Ingersoll Rand (IR) for value investment opportunities, with a focus on their financial metrics and earnings outlooks [1][3]. Valuation Metrics - Both OSK and IR currently hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3]. - OSK has a forward P/E ratio of 11.86, significantly lower than IR's forward P/E of 24.49, suggesting OSK may be undervalued [5]. - The PEG ratio for OSK is 1.63, while IR's PEG ratio is 4.52, indicating OSK's expected earnings growth is more favorable relative to its price [5]. - OSK's P/B ratio stands at 1.86, compared to IR's P/B of 3.23, further supporting the notion that OSK is a more attractive value option [6]. Value Grades - OSK has a Value grade of B, while IR has a Value grade of D, highlighting OSK's stronger position in terms of valuation metrics [6].

Core Insights - The article compares Luxfer (LXFR) and Standex International (SXI) to determine which stock is a better undervalued investment option for investors interested in Manufacturing - General Industrial stocks [1] Valuation Metrics - Luxfer has a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Standex International, which has a Zacks Rank of 3 (Hold) [3] - Luxfer's forward P/E ratio is 13.71, significantly lower than Standex International's forward P/E of 23.49, suggesting that Luxfer may be undervalued [5] - The PEG ratio for Luxfer is 1.71, while Standex International's PEG ratio is 2.61, indicating that Luxfer's expected earnings growth is more favorable relative to its valuation [5] - Luxfer's P/B ratio is 1.59, compared to Standex International's P/B of 3.47, further supporting the notion that Luxfer is undervalued [6] - These metrics contribute to Luxfer's Value grade of A and Standex International's Value grade of D, reinforcing the conclusion that Luxfer is the better investment option for value investors [6]

Core Viewpoint - The comparison between Oshkosh (OSK) and Ingersoll Rand (IR) indicates that OSK presents a better value opportunity for investors at this time [1]. Valuation Metrics - OSK has a forward P/E ratio of 12.53, significantly lower than IR's forward P/E of 23.35 [5]. - The PEG ratio for OSK is 1.72, while IR's PEG ratio is considerably higher at 4.31, suggesting OSK is more reasonably priced relative to its expected earnings growth [5]. - OSK's P/B ratio stands at 1.97, compared to IR's P/B ratio of 3.08, indicating that OSK is undervalued in terms of market value versus book value [6]. - These metrics contribute to OSK receiving a Value grade of B, while IR has a Value grade of D [6]. Earnings Outlook - OSK is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]. - The positive earnings estimate revisions for OSK suggest a more favorable earnings outlook compared to IR, which is rated as a Hold [3][7].

Q2 2025 Highlights - Sales reached $877 million, a 12% increase overall, with 9% organic growth[6] - Operating Income increased by 20% to $160 million, resulting in a 130 bps year-over-year margin expansion to 183%[6] - Diluted EPS increased by 21% to $323[6] - Free Cash Flow increased by 17% to $117 million[6] - New Orders totaled $1 billion, resulting in a book-to-bill ratio greater than 11x, and backlog increased by 12% year-to-date[6] Full-Year 2025 Guidance - Total Sales growth is projected to increase by 9% - 10% due to strengthening A&D market growth[6] - Operating Income growth is targeted at 15% - 18%, with an Operating Margin of 185% - 187%, up 100 - 120 bps year-over-year[6] - The company is on track to deliver high-teens EPS growth (up 16% - 19%) and strong FCF generation (~108% conversion)[6] End Market Sales Growth Guidance - Aerospace Defense is expected to grow by 7% - 9%, contributing to 19% of sales[10] - Naval Defense is expected to grow by 7% - 9%, contributing to 26% of sales[10] - Commercial Aerospace is expected to grow by 13% - 15%, contributing to 13% of sales[10] - Power & Process is expected to grow by 16% - 18%, contributing to 19% of sales[10]

Core Viewpoint - The comparison between Luxfer (LXFR) and Ingersoll Rand (IR) indicates that LXFR currently offers better value for investors based on various financial metrics and rankings [1][3]. Valuation Metrics - Luxfer has a forward P/E ratio of 11.05, significantly lower than Ingersoll Rand's forward P/E of 23.59 [5]. - The PEG ratio for Luxfer is 1.38, while Ingersoll Rand's PEG ratio is 3.21, suggesting that Luxfer is more reasonably priced relative to its expected earnings growth [5]. - Luxfer's P/B ratio stands at 1.28, compared to Ingersoll Rand's P/B of 3.08, indicating that Luxfer is trading at a lower valuation relative to its book value [6]. Zacks Rank and Style Scores - Luxfer holds a Zacks Rank of 2 (Buy), while Ingersoll Rand has a Zacks Rank of 3 (Hold), suggesting a stronger earnings outlook for Luxfer [3]. - The Style Score Value grade for Luxfer is A, whereas Ingersoll Rand has a Value grade of D, further emphasizing Luxfer's superior valuation metrics [6]. Estimate Revisions - Luxfer has experienced stronger estimate revision activity compared to Ingersoll Rand, making it a more attractive option for value investors [7].

Company Overview - ATS is expected to report a year-over-year decline in earnings of 27%, with an estimated earnings per share (EPS) of $0.27 for the quarter ended June 2025 [3][12] - Revenue is projected to be $517.13 million, reflecting a slight increase of 1.9% compared to the same quarter last year [3] Earnings Expectations - The earnings report is anticipated to be released on August 7, and the stock may experience upward movement if actual results exceed expectations [2] - Conversely, if the results fall short, the stock may decline [2] Estimate Revisions - The consensus EPS estimate has been revised down by 0.67% over the last 30 days, indicating a bearish sentiment among analysts regarding ATS's earnings prospects [4][12] - The current Earnings ESP for ATS stands at -34.31%, suggesting a negative outlook compared to the consensus estimate [12] Historical Performance - In the last reported quarter, ATS had an EPS of $0.28, surpassing the expected $0.26, resulting in a surprise of +7.69% [13] - Over the past four quarters, ATS has only beaten consensus EPS estimates once [14] Industry Comparison - Another company in the same industry, Middleby (MIDD), is expected to report an EPS of $2.26 for the same quarter, indicating a year-over-year decline of 5.4% [18] - Middleby's revenue is projected to be $982.71 million, down 0.9% from the previous year [18] - Middleby has an Earnings ESP of -2.66% and a Zacks Rank of 3, making it similarly challenging to predict an earnings beat [19]

Company Overview - RBC Bearings (RBC) is expected to report a year-over-year increase in earnings, with a projected EPS of $2.74, reflecting a +7.9% change, and revenues of $431.98 million, up 6.3% from the previous year [3][12] - The consensus EPS estimate has been revised 0.1% lower over the last 30 days, indicating a slight bearish sentiment among analysts [4][12] Earnings Expectations - The upcoming earnings report is anticipated to be released on August 1, and the stock may react positively if the actual results exceed expectations, while a miss could lead to a decline [2][12] - The Earnings ESP for RBC Bearings is -0.64%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, complicating predictions for an earnings beat [12] Historical Performance - In the last reported quarter, RBC Bearings exceeded the consensus EPS estimate of $2.68 by delivering earnings of $2.83, resulting in a surprise of +5.60% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times, indicating a generally favorable performance history [14] Industry Context - Flowserve (FLS), another player in the Zacks Manufacturing - General Industrial industry, is expected to report an EPS of $0.78 for the same quarter, reflecting a +6.9% year-over-year change, with revenues projected at $1.21 billion, up 4.8% [18][19] - Flowserve's consensus EPS estimate has been revised 0.3% upward in the last 30 days, but it also has a negative Earnings ESP of -1.5%, indicating challenges in predicting an earnings beat [19][20]

Company Overview - Ingersoll Rand (IR) is expected to report a year-over-year decline in earnings, with a projected earnings per share (EPS) of $0.80, reflecting a decrease of 3.6% compared to the previous year [3] - Revenue for the quarter is anticipated to be $1.84 billion, which represents a 2.1% increase from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for July 31, and the stock price may increase if the actual results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has been revised 0.6% higher in the last 30 days, indicating a slight positive sentiment among analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Ingersoll is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.75%, suggesting a bearish outlook from analysts [12] - The company currently holds a Zacks Rank of 3 (Hold), complicating predictions of an earnings beat [12] Historical Performance - Ingersoll has beaten consensus EPS estimates in two out of the last four quarters, with a recent surprise of -1.37% when it reported earnings of $0.72 against an expectation of $0.73 [13][14] Industry Comparison - Illinois Tool Works (ITW), a peer in the Zacks Manufacturing - General Industrial industry, is expected to report an EPS of $2.56, indicating a year-over-year increase of 0.8% [18] - ITW's revenue is projected to be $4.01 billion, down 0.4% from the previous year, but it has a positive Earnings ESP of +1.19%, suggesting a higher likelihood of beating consensus estimates [19][20]