Core Insights - Donaldson (DCI) reported quarterly earnings of $0.94 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and up from $0.83 per share a year ago, representing an earnings surprise of +1.08% [1] - The company achieved revenues of $935.4 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.26% and increasing from $900.1 million year-over-year [2] - Donaldson's stock has increased approximately 30.1% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The company's earnings outlook is crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.91 on revenues of $901.28 million, and for the current fiscal year, it is $4.02 on revenues of $3.81 billion [7] Industry Context - The Pollution Control industry, to which Donaldson belongs, is currently ranked in the top 26% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]

分组1 - Alarm.com Holdings (ALRM) reported quarterly earnings of $0.76 per share, exceeding the Zacks Consensus Estimate of $0.62 per share, and showing an increase from $0.62 per share a year ago, resulting in an earnings surprise of +22.58% [1] - The company achieved revenues of $256.4 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.28%, and up from $240.5 million in the same quarter last year [2] - Alarm.com has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 21.6% since the beginning of the year, while the S&P 500 has gained 15.6% [3] - The current consensus EPS estimate for the upcoming quarter is $0.65 on revenues of $250.4 million, and for the current fiscal year, it is $2.37 on revenues of $994.21 million [7] - The Security and Safety Services industry, to which Alarm.com belongs, is currently ranked in the top 16% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]