Powell Industries (POWL) came out with quarterly earnings of $3.4 per share, beating the Zacks Consensus Estimate of $2.85 per share. This compares to earnings of $2.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.30%. A quarter ago, it was expected that this energy equipment company would post earnings of $3.76 per share when it actually produced earnings of $4.22, delivering a surprise of +12.23%.Over the last four qu ...

Emerson Electric (EMR) came out with quarterly earnings of $1.46 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.47%. A quarter ago, it was expected that this maker of process controls systems, valves and analytical instruments would post earnings of $1.62 per share when it actually produced earnings of $1.62, delivering n ...

Eaton (ETN) came out with quarterly earnings of $3.33 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $2.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +0.12%. A quarter ago, it was expected that this power management company would post earnings of $3.06 per share when it actually produced earnings of $3.07, delivering a surprise of +0.33%.Over the last four quarters, the company has sur ...

Powell Industries (POWL) closed at $443.12 in the latest trading session, marking a -3.02% move from the prior day. This change lagged the S&P 500's 0.43% loss on the day. Elsewhere, the Dow saw a downswing of 0.37%, while the tech-heavy Nasdaq depreciated by 0.94%. The stock of energy equipment company has risen by 43.34% in the past month, leading the Industrial Products sector's gain of 8.66% and the S&P 500's gain of 0.89%.The investment community will be closely monitoring the performance of Powell Ind ...

分组1 - A.O. Smith reported quarterly earnings of $0.9 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and showing an increase from $0.85 per share a year ago, resulting in an earnings surprise of +7.78% [1] - The company achieved revenues of $912.5 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 1.15%, and showing a marginal increase from $912.4 million year-over-year [2] - A.O. Smith has surpassed consensus EPS estimates in all four of the last quarters, while it has topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has gained approximately 3.9% since the beginning of the year, outperforming the S&P 500, which has increased by 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.02 on revenues of $996.99 million, and for the current fiscal year, it is $4.12 on revenues of $4 billion [7] - The Manufacturing - Electronics industry, to which A.O. Smith belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Industry Overview - The Zacks Manufacturing - Electronics industry is experiencing stable demand due to the electronic services end market, increased adoption of advanced manufacturing technologies, and product innovation efforts [1] - A surge in e-commerce activities is expected to further support the industry's growth [1] Industry Challenges - A slowdown in the manufacturing sector and supply-chain issues are negatively impacting the performance of some industry participants [2] - The manufacturing sector has contracted for ten consecutive months, with the Manufacturing PMI at 47.9% in December, indicating a contraction in manufacturing activity [6] Industry Trends - Demand across key end markets remains stable despite manufacturing slowdowns, with electronics manufacturers benefiting from the integration of advanced electronic components [4] - Companies are increasingly investing in digitization to enhance operational productivity, product quality, and reduce costs [5] Industry Performance - The Zacks Manufacturing - Electronics industry has underperformed compared to the broader sector and the S&P 500, growing 5.4% over the past year, while the sector rose 10.3% and the S&P 500 increased by 19.4% [10] Current Valuation - The industry is currently trading at a forward 12-month Price-to-Earnings (P/E) ratio of 22.27X, which is above the sector's P/E of 21.68X but below the S&P 500's P/E of 23.38X [13] Notable Companies - **Powell Industries, Inc. (POWL)**: Engaged in manufacturing custom-engineered equipment, benefiting from strong project activity in electric utility and industrial markets, with shares up 55.2% in the past year [18][19] - **Emerson Electric Co. (EMR)**: Offers a range of products and services, experiencing solid momentum in the Final Control business, with shares gaining 18.9% in the past year [22][23] - **Eaton Corporation plc (ETN)**: A diversified power management company benefiting from rising demand in AI-data centers, with shares down 3.7% over the past year but up 5.6% in the past month [26][27] - **EnerSys (ENS)**: Focused on industrial batteries, well-positioned due to strong momentum in aerospace and defense markets, with shares rising 19.2% in the past year [30][31]

Group 1: Company Overview - Kawasaki Heavy Industries Ltd. is part of the Industrial Products group, which consists of 181 companies and is currently ranked 5 in the Zacks Sector Rank [2] - The company has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Group 2: Performance Metrics - Year-to-date, Kawasaki Heavy Industries Ltd. has returned 17.2%, outperforming the average gain of 10.4% in the Industrial Products sector [4] - The Zacks Consensus Estimate for Kawasaki's full-year earnings has increased by 8.6% over the past quarter, reflecting stronger analyst sentiment [3] Group 3: Industry Context - Kawasaki Heavy Industries Ltd. operates within the Manufacturing - General Industrial industry, which includes 43 companies and is currently ranked 179 in the Zacks Industry Rank [6] - The average gain for stocks in the Manufacturing - General Industrial industry this year is 11.9%, indicating that Kawasaki is performing better than its peers [6]

Core Viewpoint - EnerSys (ENS) has shown strong stock performance, with a 5.3% increase over the past month and reaching a 52-week high of $156.21, outperforming the Zacks Industrial Products sector and the Zacks Manufacturing - Electronics industry year-to-date [1] Financial Performance - EnerSys has consistently beaten earnings estimates, reporting an EPS of $2.56 against a consensus estimate of $2.36 in its last earnings report [2] - For the current fiscal year, EnerSys is projected to achieve earnings of $10.28 per share on revenues of $3.76 billion, reflecting a 1.28% increase in EPS and a 3.96% increase in revenues [3] - The next fiscal year forecasts earnings of $12.41 per share on revenues of $3.88 billion, indicating a year-over-year growth of 20.72% in EPS and 3.03% in revenues [3] Valuation Metrics - EnerSys has a Value Score of B, with Growth and Momentum Scores of C and F respectively, resulting in a combined VGM Score of B [6] - The stock trades at 15.1 times the current fiscal year EPS estimates, below the peer industry average of 23.5 times, and at 11.9 times trailing cash flow compared to the peer group's average of 23.2 times [7] - The PEG ratio stands at 1, which does not position the company among the top value stocks [7] Zacks Rank - EnerSys holds a Zacks Rank of 1 (Strong Buy), supported by a favorable earnings estimate revision trend [8] - The combination of a Zacks Rank of 1 or 2 and Style Scores of A or B suggests that EnerSys shares may have further upside potential in the near term [8]

Core Viewpoint - Emerson Electric Co. (EMR) shares experienced a significant increase of 5.2%, closing at $142.85, following a period of 1.1% loss over the past four weeks, indicating a strong market response to recent developments [1][2]. Group 1: Company Performance - The rally in Emerson's stock is primarily attributed to positive momentum in the Intelligent Devices segment, particularly in the Final Control business, supported by strong performance in power end markets [2]. - Emerson is expected to report quarterly earnings of $1.41 per share, reflecting a year-over-year increase of 2.2%, with revenues projected at $4.34 billion, marking a 4.1% rise from the previous year [3]. - The consensus EPS estimate for Emerson has remained stable over the last 30 days, suggesting that stock price movements may be influenced by trends in earnings estimate revisions [5]. Group 2: Industry Context - Emerson Electric is categorized within the Zacks Manufacturing - Electronics industry, where Powell Industries (POWL) also operates, having closed 2.5% higher at $361.39, with a 3% return over the past month [5]. - Powell Industries has an unchanged consensus EPS estimate of $2.85 for the upcoming report, which represents a slight decline of 0.4% compared to the previous year, and currently holds a Zacks Rank of 2 (Buy) [6].

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] Company Overview: Vestas Wind Systems AS (VWDRY) - Vestas Wind Systems AS currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [3][4] - The stock has shown significant price increases, with a 3.79% rise over the past week and a 13.24% increase over the past month, outperforming the Zacks Manufacturing - Electronics industry [6] - Over the past quarter, VWDRY shares have risen 39.73%, and 91.77% over the last year, compared to the S&P 500's increases of 2.39% and 18.18% respectively [7] Trading Volume - VWDRY's average 20-day trading volume is 101,566 shares, which serves as a baseline for price-to-volume analysis, indicating bullish or bearish trends [8] Earnings Outlook - Recent earnings estimate revisions for VWDRY show positive momentum, with one estimate moving higher for the full year, increasing the consensus estimate from $0.26 to $0.29 [10] - For the next fiscal year, two estimates have moved upwards with no downward revisions, indicating a favorable outlook [10] Conclusion - Given the strong performance metrics and positive earnings outlook, Vestas Wind Systems AS is positioned as a solid momentum pick for investors [12]