The Zacks Security and Safety Services industry is well-positioned to benefit from strong demand for products and solutions with growing awareness about the security and safety of people and infrastructure. Higher research and development activities supported by governments also augur well for the industry’s near-term prospects.The increase in demand for cybersecurity products supports several industry participants’ prospects as well. Companies like Allegion plc (ALLE) , Resideo Technologies, Inc. (REZI) , ...

Core Insights - Allegion plc (ALLE) is experiencing strong momentum across its segments, driven by stable demand in end markets such as education, healthcare, government, hospitality, and retail, along with strategic acquisitions [1][10] Allegion Americas Segment - The Allegion Americas segment is benefiting from steady demand and acquisitions, particularly the Next Door Company and Trimco, which enhance its product offerings [1][10] - Growth in the non-residential business is supported by increased demand for products, indicating a positive outlook for the segment [1] Allegion International Segment - The Allegion International segment is seeing increased demand for electronic security products, driven by heightened awareness of safety and security [2] - Positive price realization and acquisitions, including Brisant, ELATEC, and Lemaar Pty, are contributing to the segment's growth [2][4][5] Acquisitions and Market Expansion - Allegion has expanded its market share and product offerings through strategic acquisitions, including Brisant and UAP Group Limited, which enhance its presence in the U.K. residential and non-residential markets [3] - The acquisition of ELATEC allows Allegion to broaden its global electronics portfolio in non-residential markets [4] - Trimco's acquisition boosts Allegion's door and frame portfolio, while Lemaar enhances its security and accessibility offerings in Australia [5] Financial Performance - Allegion is committed to rewarding shareholders, with dividends totaling $131.4 million in the first nine months of 2025, reflecting a 4.6% year-over-year increase [6] - Share repurchases amounted to $80 million during the same period, indicating a strong capital return strategy [6] Cost and Expense Challenges - The company is facing rising costs, with a 5.1% year-over-year increase in the cost of sales due to high raw material prices, and selling and administrative expenses rising by 11.2% [7] - Selling and administrative expenses as a percentage of total revenues increased by 80 basis points to 24% [7] Market Risks - Allegion's financial performance is influenced by various risks, including foreign currency exchange rates and interest rate fluctuations, particularly due to its significant international presence [8] - The appreciation of the U.S. dollar against local currencies may impact revenue in upcoming quarters [8] Competitive Landscape - Allegion operates in a competitive environment within the Security and Safety Services industry, facing competition from companies like Alarm.com Holdings, Cadre Holdings, and Intellicheck [9]

Core Viewpoint - The stock market distinguishes between successful companies and those lagging behind, particularly in challenging conditions, highlighting the importance of identifying companies with declining earnings trends [1] Company Summary - ADT is currently rated Zacks Rank 5 (Strong Sell) due to a weak earnings profile, with a consistent decline in analyst estimates for both the current and next year [2] - The primary issue for ADT is not demand for home security, but rather profitability, facing high customer acquisition costs, competition from DIY and smart-home companies, and margin pressures from servicing and monitoring expenses [3] - Despite having recurring subscription revenue, ADT has struggled to convert scale into consistent earnings leverage, compounded by high debt levels and increased interest costs [3] - ADT's stock performance has lagged behind broader markets and consumer-related stocks, reflecting skepticism about the potential for earnings to significantly improve [4] Industry Summary - ADT operates within the Security and Safety Services Industry, which ranks in the top 30% of the Zacks Industry Rank [5] - Other stocks in the industry with favorable Zacks Rank include Alarm.com (ALRM) and Intellicheck Mobilisa (IDN), rated Zacks Rank 1 (Strong Buy) [5]

Group 1 - Assa Abloy AB (ASAZY) is outperforming the Industrial Products sector with a year-to-date return of approximately 31.7%, compared to the sector average of 8% [4] - The Zacks Consensus Estimate for ASAZY's full-year earnings has increased by 5.6% in the past quarter, indicating improving analyst sentiment [4] - Assa Abloy AB holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook for the stock [3] Group 2 - Assa Abloy AB is part of the Security and Safety Services industry, which has gained an average of 17.8% this year, indicating strong performance relative to its industry peers [6] - Caterpillar (CAT), another stock in the Industrial Products sector, has seen a year-to-date increase of 62.6% and also holds a Zacks Rank of 2 (Buy) [5] - The Manufacturing - Construction and Mining industry, to which Caterpillar belongs, has experienced a significant increase of 60.5% this year, but is ranked lower at 174 in the Zacks Industry Rank [6]

Company Overview - ADT is part of the Industrial Products group, which consists of 187 companies and is currently ranked 11 in the Zacks Sector Rank [2] - ADT has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimate revisions [3] Performance Analysis - Year-to-date, ADT has returned approximately 17.2%, outperforming the average gain of 9.4% in the Industrial Products group [4] - In comparison, Helios Technologies has achieved a year-to-date return of 26.2% [4] Industry Context - ADT operates within the Security and Safety Services industry, which includes 17 companies and is currently ranked 44 in the Zacks Industry Rank [6] - The Security and Safety Services industry has seen an average gain of 18.1% year-to-date, indicating that ADT is slightly underperforming its industry [6] - Helios Technologies belongs to the Manufacturing - General Industrial industry, which has a current rank of 169 and has increased by 10.1% year-to-date [7]

Core Insights - Lakeland Industries reported a quarterly loss of $0.7 per share, significantly missing the Zacks Consensus Estimate of $0.17, representing an earnings surprise of -511.76% [1] - The company posted revenues of $47.59 million for the quarter ended October 2025, which was 10.05% below the Zacks Consensus Estimate, compared to $45.76 million in the same quarter last year [2] - The stock has underperformed, losing approximately 41.3% year-to-date, while the S&P 500 has gained 16.4% [3] Financial Performance - Over the last four quarters, Lakeland Industries has only surpassed consensus EPS estimates once [2] - The current consensus EPS estimate for the upcoming quarter is $0.29 on revenues of $57.9 million, and for the current fiscal year, it is $0.50 on revenues of $213.5 million [7] Market Outlook - The company's earnings outlook will be crucial for future stock performance, with management's commentary expected to influence investor sentiment [4][6] - The Zacks Rank for Lakeland Industries is currently 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Security and Safety Services industry, to which Lakeland Industries belongs, is currently in the top 14% of Zacks industries, suggesting a favorable industry outlook [8]

Core Insights - Intellicheck Mobilisa, Inc. reported quarterly earnings of $0.01 per share, exceeding the Zacks Consensus Estimate of a loss of $0.01 per share, and showing improvement from a loss of $0.02 per share a year ago, resulting in an earnings surprise of +200.00% [1] - The company achieved revenues of $6.01 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.46%, compared to revenues of $4.71 million in the same quarter last year [2] - Intellicheck Mobilisa shares have increased approximately 60.7% year-to-date, significantly outperforming the S&P 500's gain of 16.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $6.3 million, while the estimate for the current fiscal year is -$0.01 on revenues of $21.86 million [7] - The estimate revisions trend for Intellicheck Mobilisa was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Security and Safety Services industry, to which Intellicheck Mobilisa belongs, is currently ranked in the top 20% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Insights - SoundThinking (SSTI) reported a quarterly loss of $0.16 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.07, marking an earnings surprise of -128.57% [1] - The company generated revenues of $25.1 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 9.28% and down from $26.25 million a year ago [2] - SoundThinking shares have declined approximately 36.4% year-to-date, contrasting with the S&P 500's gain of 16.4% [3] Company Performance - Over the last four quarters, SoundThinking has not surpassed consensus EPS estimates and has only topped revenue estimates once [2] - The current consensus EPS estimate for the upcoming quarter is $0.02 on revenues of $29.25 million, while for the current fiscal year, it is -$0.47 on revenues of $111.27 million [7] Industry Context - The Security and Safety Services industry, to which SoundThinking belongs, is currently ranked in the top 20% 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 could impact SoundThinking's stock performance [5]

Core Insights - Life360 reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, and showing an increase from $0.09 per share a year ago, resulting in an earnings surprise of +266.67% [1] - The company achieved revenues of $124.5 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.51% and increasing from $92.86 million year-over-year [2] - Life360 shares have appreciated approximately 120.3% year-to-date, significantly outperforming the S&P 500's gain of 14.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $134 million, and for the current fiscal year, it is $0.29 on revenues of $472 million [7] - The estimate revisions trend for Life360 was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Security and Safety Services industry, to which Life360 belongs, is currently ranked in the top 18% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - ADT has shown strong year-to-date performance compared to its peers in the Industrial Products sector, returning 18.1% against the sector average of 7.1% [4]. Group 1: Company Performance - ADT is currently ranked 2 (Buy) in the Zacks Rank system, indicating a positive earnings outlook [3]. - Over the past 90 days, the Zacks Consensus Estimate for ADT's full-year earnings has increased by 1.2%, reflecting improved analyst sentiment [3]. - In comparison, Kennametal (KMT) has returned 8.5% year-to-date and also holds a Zacks Rank of 2 (Buy) [4][5]. Group 2: Industry Context - ADT belongs to the Security and Safety Services industry, which includes 17 stocks and is currently ranked 37 in the Zacks Industry Rank [5]. - The average return for stocks in the Security and Safety Services industry this year is 19.9%, indicating that ADT is slightly underperforming its industry [5]. - Kennametal is part of the Manufacturing - Tools & Related Products industry, which has a lower ranking (179) and has returned +0.7% this year [6].