分组1 - Willis Towers Watson reported quarterly earnings of $3.07 per share, exceeding the Zacks Consensus Estimate of $3 per share, and showing an increase from $2.93 per share a year ago, resulting in an earnings surprise of +2.33% [1] - The company posted revenues of $2.29 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.53%, with year-ago revenues also at $2.29 billion [2] - Over the last four quarters, Willis Towers Watson has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has added about 1.4% since the beginning of the year, underperforming the S&P 500's gain of 17.2% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $7.93 on $2.87 billion in revenues, and for the current fiscal year, it is $16.83 on $9.63 billion in revenues [7] 分组3 - The Zacks Industry Rank indicates that the Insurance - Brokerage sector is currently in the top 33% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Willis Towers Watson was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Company Overview - eHealth (EHTH) shares increased by 18.5% to close at $5.26, with notable trading volume compared to typical sessions, and an 8.6% gain over the past four weeks [1] - The company is positioned for growth through its performance in Medicare, Individual and Family, and Small Business sectors, leveraging a consumer-centric omnichannel distribution model [1] Business Strategy - In 2025, eHealth plans to focus on targeted scaling by enhancing products, demand generation channels, fulfillment processes, and market segments to leverage competitive differentiation [2] - The company aims to increase investment in Medicare Supplement, establishing a dedicated sales team and expanding carrier offerings, while also advancing digital technology leadership [2] Financial Performance - Management has raised its 2025 revenue, net income, and adjusted EBITDA guidance, with expectations of a quarterly loss of $0.93 per share, reflecting a year-over-year change of +50% [3] - Projected revenues for the upcoming quarter are $53.57 million, down 8.3% from the same quarter last year [3] Market Trends - Trends in earnings estimate revisions are correlated with near-term stock price movements, indicating potential strength in eHealth's stock [4] - The consensus EPS estimate for eHealth has remained unchanged over the last 30 days, suggesting that stock price movements may stabilize unless earnings estimates change [5] Industry Context - eHealth holds a Zacks Rank of 3 (Hold) within the Zacks Insurance - Brokerage industry, alongside Willis Towers Watson (WTW), which closed 0.7% higher at $349.4 and has returned 5.4% in the past month [6] - For WTW, the consensus EPS estimate has changed by +0.2% over the past month, indicating a +2.7% change from the previous year, and it also holds a Zacks Rank of 3 (Hold) [7]