Core Viewpoint - The market anticipates a year-over-year decline in earnings for Allison Transmission, with a focus on how actual results compare to estimates, which could significantly influence stock price movements [1][2]. Earnings Expectations - Allison Transmission is expected to report quarterly earnings of $1.56 per share, reflecting a year-over-year decrease of 22.4% [3]. - Revenues are projected to be $722.46 million, down 9.2% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 26.78% higher in the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Allison Transmission is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +7.69% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a likely earnings beat, especially when combined with a Zacks Rank of 1 [10]. - Allison Transmission currently holds a Zacks Rank of 1, indicating a strong likelihood of exceeding the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Allison Transmission had an expected EPS of $1.95 but reported $1.63, resulting in a surprise of -16.41% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates three times [14]. Industry Comparison - Patrick Industries, another player in the automotive industry, is expected to report earnings of $0.74 per share, showing a year-over-year increase of 42.3% [18]. - Despite a positive Earnings ESP of +2.70%, Patrick Industries has a Zacks Rank of 4, making it challenging to predict an earnings beat [20].

Core Insights - Modine (MOD) reported quarterly earnings of $1.06 per share, exceeding the Zacks Consensus Estimate of $0.97 per share, and showing an increase from $0.97 per share a year ago, resulting in an earnings surprise of +9.28% [1] - The company achieved revenues of $738.9 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.02% and increasing from $658 million year-over-year [2] - Modine's stock has increased approximately 40.6% since the beginning of the year, outperforming the S&P 500's gain of 16.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $708.52 million, while for the current fiscal year, the estimate is $4.65 on revenues of $2.88 billion [7] - The estimate revisions trend for Modine 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 - Modine operates within the Zacks Automotive - Original Equipment industry, which is currently ranked in the top 29% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - The performance of Modine's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]