分组1 - Alarm.com Holdings (ALRM) reported quarterly earnings of $0.72 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, and showing an increase from $0.58 per share a year ago, resulting in an earnings surprise of +9.09% [1] - The company achieved revenues of $261.66 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.33%, and up from $242.24 million year-over-year [2] - Alarm.com has consistently surpassed consensus EPS estimates for the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 11.4% since the beginning of the year, while the S&P 500 has gained 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $246.8 million, and for the current fiscal year, it is $2.64 on revenues of $1.04 billion [7] - The Security and Safety Services industry, to which Alarm.com belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Core Viewpoint - Allegion plc is a prominent global provider of security products and solutions, focusing on innovation and customer satisfaction within the Zacks Security and Safety Services industry [1] Financial Performance - Allegion reported earnings per share (EPS) of $1.94, which was below the Zacks Consensus Estimate of $2.01, representing a negative surprise of 3.60%, but an increase from $1.86 in the same quarter last year [2][6] - The company reported revenue of approximately $1.033 billion, slightly below the estimated $1.0333 billion, but an improvement from $945.6 million reported in the same period the previous year [3][6] - Allegion exceeded the Zacks Consensus Estimate for revenue by 0.38% for the quarter ending December 2025, continuing a trend of surpassing consensus revenue estimates over the last four quarters [3] Financial Metrics - The company has a price-to-earnings (P/E) ratio of approximately 24.08, indicating how the market values its earnings [4] - Allegion's price-to-sales ratio is about 3.88, reflecting the market's valuation of its revenue [4] - The enterprise value to sales ratio is around 4.37, suggesting how the company's total value compares to its sales [4] - The debt-to-equity ratio stands at approximately 1.16, indicating a moderate level of leverage [5] - Allegion's current ratio of around 1.77 shows its ability to cover short-term liabilities with short-term assets [5] - The earnings yield is about 4.15%, providing insight into potential returns for shareholders [5]

分组1 - Allegion reported quarterly earnings of $1.94 per share, missing the Zacks Consensus Estimate of $2.01 per share, but showing an increase from $1.86 per share a year ago, resulting in an earnings surprise of -3.60% [1] - The company posted revenues of $1.03 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.38%, and compared to year-ago revenues of $945.6 million [2] - Allegion has surpassed consensus EPS estimates three times over the last four quarters and topped consensus revenue estimates four times in the same period [2] 分组2 - The stock has added approximately 12.7% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the coming quarter is $1.93 on revenues of $1.01 billion, and for the current fiscal year, it is $8.78 on revenues of $4.27 billion [7] - The Zacks Industry Rank indicates that the Security and Safety Services industry is currently in the bottom 46% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

分组1 - MSA Safety reported quarterly earnings of $2.38 per share, exceeding the Zacks Consensus Estimate of $2.26 per share, and showing an increase from $2.25 per share a year ago, resulting in an earnings surprise of +5.40% [1] - The company achieved revenues of $510.91 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.30% and increasing from $499.7 million year-over-year [2] - MSA Safety has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 21.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is $1.90 on revenues of $461.38 million, while the estimate for the current fiscal year is $8.62 on revenues of $1.98 billion [7] - The Zacks Industry Rank places the Security and Safety Services sector in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Viewpoint - SoundThinking, Inc. (SSTI) shares experienced a significant increase of 7.2% in the last trading session, closing at $7, following a period of 27.1% loss over the past four weeks, indicating a potential turnaround in investor sentiment [1][2]. Group 1: Company Performance - The recent rally in SSTI's stock is primarily attributed to optimism regarding revenue growth from New York City, supported by two three-year contract renewals with the New York City Police Department [2]. - SSTI is projected to report a quarterly loss of $0.12 per share, reflecting a year-over-year improvement of 62.5%, with expected revenues of $24.63 million, marking a 5.2% increase from the same quarter last year [3]. - The consensus EPS estimate for SSTI has remained unchanged over the last 30 days, suggesting that the stock's price movement may not sustain without trends in earnings estimate revisions [4]. Group 2: Industry Context - SSTI operates within the Zacks Security and Safety Services industry, where Alarm.com Holdings (ALRM) also resides, having closed the last trading session up by 3.9% at $48.22, despite a -10.6% return over the past month [4]. - Alarm.com's consensus EPS estimate for its upcoming report has remained stable at $0.66, representing a year-over-year change of 13.8%, and it also holds a Zacks Rank of 3 (Hold) [5].

Industry Overview - The Zacks Security and Safety Services industry is positioned to benefit from strong demand for security products and solutions due to increasing awareness of safety for people and infrastructure [1] - The industry includes firms providing sophisticated security solutions for residential, commercial, and institutional purposes, including personal defense and vehicle recovery [3] Demand Drivers - Growing instances of terrorism and criminal activities are driving demand for security services, with rapid deployment of IP-based cameras enhancing safety and surveillance [4] - The rise in hacking incidents is increasing demand for Internet security products such as firewalls and intrusion detection systems [4] - E-commerce platforms are creating new opportunities for industry players [4] Government Support - Strong budgetary provisions and government funds are encouraging significant investments in research and development for advanced security products [5] - Collaboration between government agencies and industry participants is strengthening the security infrastructure of smart cities [5] Financial Metrics - The industry's long-term debt/capital ratio is 0.61, significantly higher than the Zacks S&P 500 composite index's 0.27, indicating a focus on innovation and product development [6] - The industry currently carries a Zacks Industry Rank of 97, placing it in the top 40% of 244 Zacks industries, indicating solid near-term prospects [7][8] Performance Comparison - Over the past year, the industry has increased by 14%, underperforming the S&P 500's 17.7% and the broader Industrial Products sector's 14.1% [9] Valuation - The industry is trading at a forward P/E of 16.89X, lower than the S&P 500's 23.36X and the sector's 21.57X, suggesting potential undervaluation [12] Notable Companies - **Intellicheck (IDN)**: A technology company benefiting from a strong customer base and demand for identity verification technology, with shares up 120.2% in the past year [16][17] - **Allegion (ALLE)**: A global provider of security products, well-positioned due to strong demand in the Americas and strategic acquisitions, with shares gaining 25.5% in the past year [20][21] - **Resideo Technologies (REZI)**: Engaged in home safety and security products, poised to benefit from demand for connected smoke detectors, with shares up 48.4% in the past year [24][25] - **Napco Security (NSSC)**: Provides electronic security systems, benefiting from growth in equipment revenues, with shares gaining 6.5% in the past year [28][29]

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]