Concrete Pumping (BBCP) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this company would post earnings of $0.03 per share when it actually produced a loss of $0.01, delivering a surprise of -133.33%.Over the last four quarters, the compan ...

Core Insights - Clean Harbors reported mixed Q2 2025 results, with earnings per share of $2.36 beating estimates but revenues of $1.5 billion missing expectations [2][3] - The company's stock has increased by approximately 3.3% since the last earnings report, outperforming the S&P 500 [1] Financial Performance - Q2 2025 earnings of $2.36 per share exceeded the Zacks Consensus Estimate by 1.3% but decreased by 4.1% year-over-year [2] - Total revenues of $1.5 billion fell short of estimates by 2% and showed a slight year-over-year decline [2] - Environmental Services segment revenues reached $1.3 billion, a 2.5% increase from the previous year, driven by the HEPACO acquisition and higher pricing [3] - Safety-Kleen Sustainability Solutions revenues were $219.7 million, down 13.9% year-over-year due to lower base oil prices [3] - Adjusted EBITDA was $336.2 million, a 2.6% increase from the previous year, with a margin of 21.7% [4] - The adjusted EBITDA for Environmental Services was $376.2 million, up 4.5% year-over-year, while Safety-Kleen's adjusted EBITDA fell 25.6% to $38.3 million [4] Balance Sheet & Cash Flow - Clean Harbors ended the quarter with cash and cash equivalents of $600.2 million, up from $489.4 million in the previous quarter [5] - Long-term debt remained stable at $2.8 billion, with net cash from operating activities of $208 million and capital expenditures of $90 million [6] Guidance - For 2025, Clean Harbors updated its adjusted EBITDA guidance to $1.16-$1.20 billion and expects adjusted free cash flow of $430-$490 million [7] Market Sentiment - Since the earnings release, there has been an upward trend in estimates for Clean Harbors [8] - The company holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [10] Industry Comparison - Clean Harbors operates within the Zacks Waste Removal Services industry, where competitor Republic Services reported revenues of $4.24 billion, a year-over-year increase of 4.6% [11] - Republic Services has a Zacks Rank 4 (Sell) and is expected to post a slight decline in earnings for the current quarter [12]

It has been about a month since the last earnings report for Republic Services (RSG) . Shares have added about 1.4% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Republic Services due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.Republic Services Beats Q2 Earnings Es ...

Industry Overview - The Waste Management industry is benefiting from positive trends in government regulations, advanced technologies, and increased environmental awareness, with the global sector reaching $1.2 trillion in 2024 and projected to grow to $1.6 trillion by 2029 [1] - The industry is categorized into segments based on waste type, including industrial, commercial, domestic, and agricultural, with industrial waste gaining significance due to ongoing industrial expansion [3] - The Disposal services segment is the primary revenue-generating category, driven by the growing need for waste recycling [3] Future Trends - Environmental, Social, and Governance (ESG) goals are becoming increasingly important, with waste management playing a key role in improving ESG ratings and promoting sustainability [4] - Technology is crucial for the industry's growth, with AI being utilized to sort waste and enhance recycling efforts, leading to more effective and eco-friendly waste management [5] - The Waste-to-Energy (WTE) market is expected to grow from $48.1 billion in 2024 to $93 billion by 2034, with a CAGR of 6.8%, driven by rising waste generation and a focus on sustainable living [6] Financial Performance - The Zacks Waste Removal Services industry currently holds a Zacks Industry Rank of 189, placing it in the bottom 23% of 245 Zacks industries, indicating dull near-term prospects [8] - Over the past year, the industry has risen 5.3%, underperforming compared to the broader sector's 9.3% growth and the S&P 500's 16.6% rally [10] - The industry is trading at an EV-to-EBITDA of 13.68X, lower than the S&P 500's 17.77X and the sector's 11.44X, with historical trading ranging from 12.48X to 13.98X [13] Company Highlights - Montrose Environmental Group, Inc. (MEG) reported a 35.3% year-over-year revenue increase in Q2 2025, with a 69.8% surge in adjusted EBITDA, driven by strong internal execution and market conditions [18] - Zurn Elkay Water Solutions Corp (ZWS) achieved a 7.9% year-over-year revenue growth in Q2 2025, with an expanded adjusted EBITDA margin, supported by strategic initiatives and a new product launch [23][25] - Pentair (PNR) experienced a 2% year-over-year revenue growth in Q2, with a 14% increase in the bottom line, driven by transformation initiatives and strong performance in the Pool segment [29]

Core Viewpoint - Waste Connections reported strong second-quarter 2025 results, with earnings and revenues exceeding expectations, but the stock has underperformed the S&P 500 recently [1][2]. Financial Performance - Adjusted earnings per share were $1.29, surpassing the Zacks Consensus Estimate by 3.2% and increasing 4% year over year [2]. - Revenues reached $2.4 billion, slightly beating consensus estimates and growing 7.1% from the previous year [2]. Segment Performance - The Solid Waste Collection segment generated revenues of $1.6 billion, missing the estimate of $1.7 billion [3]. - The Solid Waste Disposal and Transfer segment saw revenues surge 71.1% year over year to $756 million, also missing projections [3]. - The E&P Waste Treatment, Recovery and Disposal segment's revenues increased 4.9% to $123.6 million, falling short of the estimate [4]. - The Solid Waste Recycling segment's revenues grew 3.5% to $63.3 million, missing the forecast [4]. - The Intermodal and Other segment's revenues gained marginally to $49.1 million, missing estimates as well [4]. Operating Results - Adjusted EBITDA was $731.8 million, down 6.9% from the previous year, with an adjusted EBITDA margin of 32.6% [5]. - Operating income totaled $424.7 million, compared to $459.5 million in the prior year [5]. Balance Sheet & Cash Flow - Cash and cash equivalents at the end of Q2 2025 were $62.4 million, down from $111.2 million in the previous quarter [6]. - Long-term debt decreased to $8.1 billion from $8.4 billion [6]. - Cash generated from operating activities was $611.4 million, with adjusted free cash flow at $402.6 million [7]. Future Outlook - For FY25, Waste Connections expects revenues of $9.45 billion, lower than the Zacks Consensus Estimate of $9.51 billion [8]. - Adjusted EBITDA is anticipated to be $3.12 billion, representing nearly 33% of total revenues [8]. Market Sentiment - Since the earnings release, there has been a downward trend in estimates revisions for Waste Connections [9]. - The company currently holds a Zacks Rank 4 (Sell), indicating expectations of below-average returns in the coming months [12]. Industry Comparison - Waste Connections operates within the Zacks Waste Removal Services industry, where competitor Pentair plc has shown a 1.6% gain over the past month [13]. - Pentair reported revenues of $1.12 billion, reflecting a year-over-year increase of 2.2% [13].

Group 1 - Healthcare Services (HCSG) is a stock that has shown strong year-to-date performance, returning approximately 31.1% compared to an average of 0% for Business Services stocks [4] - The Zacks Consensus Estimate for HCSG's full-year earnings has increased by 4.8% over the past 90 days, indicating improved analyst sentiment and earnings outlook [4] - HCSG currently holds a Zacks Rank of 1 (Strong Buy), suggesting it has favorable characteristics to outperform the market in the near term [3] Group 2 - The Business Services sector includes 254 individual stocks and has a Zacks Sector Rank of 6, which reflects the average Zacks Rank of stocks within the sector [2] - The Business - Services industry, which includes HCSG, consists of 26 stocks and is currently ranked 94 in the Zacks Industry Rank, with an average year-to-date gain of 8.4% [6] - Montrose Environmental (MEG), another stock in the Business Services sector, has outperformed with a year-to-date return of 47.8% and a Zacks Rank of 1 (Strong Buy) [5]

Core Insights - Shimmick Corporation reported a quarterly loss of $0.14 per share, which was better than the Zacks Consensus Estimate of a loss of $0.16, marking an earnings surprise of +12.50% [1] - The company generated revenues of $128.4 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.03% and showing significant growth from $90.61 million a year ago [2] - The stock has underperformed, losing about 15.4% since the beginning of the year, while the S&P 500 has gained 10% [3] Financial Performance - Over the last four quarters, Shimmick Corporation has surpassed consensus EPS estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $132.8 million, while for the current fiscal year, the estimate is -$0.25 on revenues of $491 million [7] Industry Context - Shimmick Corporation operates within the Waste Removal Services industry, which is currently ranked in the bottom 24% of over 250 Zacks industries [8] - The performance of the stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

Group 1 - TOMI Environmental Solutions, Inc. reported a quarterly loss of $0.06 per share, missing the Zacks Consensus Estimate of a loss of $0.03, compared to break-even earnings per share a year ago, indicating an earnings surprise of -100.00% [1] - The company posted revenues of $1.03 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 41.75%, and down from $3.01 million in the same quarter last year [2] - The stock has underperformed the market, losing about 3.8% since the beginning of the year, while the S&P 500 gained 10% [3] Group 2 - The current consensus EPS estimate for the coming quarter is -$0.02 on revenues of $2.12 million, and for the current fiscal year, it is -$0.11 on revenues of $7.87 million [7] - The Zacks Industry Rank for Waste Removal Services is currently in the bottom 24% of over 250 Zacks industries, indicating potential challenges for the sector [8]

Company Performance - Aris Water Solutions reported quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.24 per share, representing an earnings surprise of -20.83% [1] - The company posted revenues of $124.09 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.61%, compared to year-ago revenues of $101.12 million [2] - Over the last four quarters, Aris Water Solutions has surpassed consensus revenue estimates four times, but has only exceeded EPS estimates once [2] Stock Performance - Aris Water Solutions shares have lost about 1.4% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current Zacks Rank for Aris Water Solutions is 5 (Strong Sell), indicating expected underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.28 on revenues of $122.99 million, and for the current fiscal year, it is $1.04 on revenues of $485.6 million [7] - The outlook for the Waste Removal Services industry, where Aris Water Solutions operates, is currently in the bottom 28% of Zacks industries, which may impact stock performance [8]

分组1 - PureCycle Technologies reported a quarterly loss of $0.35 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.23, and compared to a loss of $0.32 per share a year ago, indicating a surprise of -52.17% [1] - The company generated revenues of $1.65 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 41.07%, while revenues were zero a year ago [2] - The stock has increased by approximately 26.8% since the beginning of the year, outperforming the S&P 500's gain of 7.9% [3] 分组2 - The earnings outlook for PureCycle Technologies is uncertain, with current consensus EPS estimates of -$0.18 on $11.2 million in revenues for the coming quarter and -$0.49 on $33.9 million in revenues for the current fiscal year [7] - The Zacks Industry Rank for Waste Removal Services is in the bottom 26% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]