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]

Core Viewpoint - Illinois Tool Works (ITW) shares have increased by approximately 2.7% over the past month, underperforming the S&P 500 index [1] Earnings Report Summary - The most recent earnings report indicates that estimates for Illinois Tool Works have trended downward over the past month [2] - The stock has a Growth Score of B but a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3] - The aggregate VGM Score for Illinois Tool Works is D, suggesting a lack of focus on any single investment strategy [3] Outlook - The downward trend in estimates suggests a negative outlook for the stock, with a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the coming months [4] Industry Performance - Illinois Tool Works is part of the Zacks Manufacturing - General Industrial industry, where another player, Crane (CR), has seen a 6.3% increase in shares over the past month [5] - Crane reported revenues of $557.6 million for the last quarter, reflecting a year-over-year decline of 1.4%, with EPS of $1.39 compared to $1.22 a year ago [5] - Crane's expected earnings for the current quarter are $1.33 per share, indicating a year-over-year increase of 2.3%, although the Zacks Consensus Estimate has decreased by 0.6% over the last 30 days [6]