The number one issue facing Americans today, which they say will impact their vote in the 26 midterm, is affordability of everyday items like food and fuel. That's according to a recent survey conducted by our next guest. Joining us right now is pollster and political strategist Frank Lunts.Frank, it's great to see you. Uh we we've been talking about this word affordability, which has become sort of part of the the political uh if not popular lexicon. Uh the president has said that word is a conj job.Uh Gre ...

Core Viewpoint - Omnicom's recent earnings report shows strong performance with both earnings and revenues exceeding estimates, despite a recent decline in share price [3][2]. Financial Performance - Omnicom reported Q3 2025 earnings of $2.24 per share, beating the consensus estimate by 4.2% and reflecting a year-over-year increase of 10.3% [3]. - Total revenues reached $4.04 billion, surpassing estimates by 0.4% and increasing 4% year over year, driven by a 2.6% rise in organic growth [3]. Revenue Breakdown - Advertising & Media revenues grew 9.1% organically, exceeding the estimated growth of 8.7% [4]. - Precision marketing revenues increased by 0.8%, below the expected 6.7% growth [4]. - Experiential revenues surged 17.7%, outperforming the anticipated 12.2% growth [4]. - Public Relations revenues fell by 7.5%, contrasting with the estimated growth of 1.3% [5]. - Healthcare revenues decreased by 1.9%, significantly better than the estimated decline of 34.1% [5]. - Branding & Retail Commerce revenues dropped 16.9%, worse than the estimated decline of 10.3% [5]. - Execution and support revenues increased by 2%, slightly below the estimated growth of 2.5% [5]. Regional Performance - Year-over-year organic revenue growth was 4.6% in the United States and 27.3% in Latin America [6]. - Revenues increased by 5.9% in the Middle East & Africa and 3.7% in the U.K. [6]. - Declines were noted in Other North America (2.4%), the U.K. (2.5%), Euro Markets & Other Europe (3.1%), and Asia Pacific (3.7%) [6]. Margin Analysis - Adjusted EBITA for the quarter was $651 million, a 4.6% increase year over year, with an adjusted EBITA margin of 16.1% [7]. - Operating profit decreased to $530.1 million, down 11.7% year over year, with the operating margin declining by 240 basis points to 13.1% [7]. Market Sentiment - Estimates for Omnicom have trended upward over the past month, indicating positive market sentiment [8]. - The stock has a subpar Growth Score of D, a Momentum Score of C, and an A grade for value, placing it in the top quintile for value investors [9]. - Omnicom holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [11].

Core Insights - Omnicom Group Inc. (OMC) reported strong third-quarter 2025 results, with both earnings and revenues exceeding the Zacks Consensus Estimate [1] - Following the earnings release on October 21, the stock price increased by 3.2% [1] Financial Performance - Earnings per share (EPS) reached $2.15, surpassing the consensus estimate by 4.2% and reflecting a year-over-year increase of 10.3% [2] - Total revenues amounted to $4.04 billion, exceeding the consensus estimate by 0.4% and showing a year-over-year growth of 4% [2] - The revenue growth was primarily driven by a 2.6% increase in organic growth [2] Segment Performance - Advertising & Media revenues grew organically by 9.1%, outperforming the estimated growth of 8.7% [3] - Precision marketing revenues increased by 0.8%, falling short of the estimated 6.7% growth [3] - Experiential revenues surged by 17.7%, exceeding the expected growth of 12.2% [3] - Public Relations revenues declined by 7.5%, contrasting with the estimated growth of 1.3% [4] - Healthcare revenues fell by 1.9% year over year, significantly better than the estimated decline of 34.1% [4] - Branding & Retail Commerce revenues decreased by 16.9%, worse than the estimated decline of 10.3% [4] - Execution and support revenues increased by 2%, slightly below the estimated growth of 2.5% [4] Regional Performance - Year-over-year organic revenue growth was 4.6% in the United States and 27.3% in Latin America [5] - Revenues increased by 5.9% in the Middle East & Africa and 3.7% in the U.K. [5] - Revenues decreased by 2.4% in Other North America, 2.5% in the U.K., 3.1% in Euro Markets & Other Europe, and 3.7% in Asia Pacific [5] Margin Analysis - Adjusted EBITA for the quarter was $651 million, reflecting a year-over-year increase of 4.6% [6] - The adjusted EBITA margin was 16.1%, slightly up from 16% in the previous year [6] - Operating profit was $530.1 million, down 11.7% year over year, with the operating margin declining by 240 basis points to 13.1% [6] Market Position - Omnicom currently holds a Zacks Rank of 2 (Buy) [7]

Core Insights - Omnicom Group Inc. (OMC) reported strong second-quarter 2025 results, with earnings and revenues exceeding the Zacks Consensus Estimate, yet the stock performance remained stagnant post-results announcement on July 15 [1][2]. Financial Performance - Earnings per share (EPS) reached $2.05, surpassing the consensus estimate by 1.5% and reflecting a year-over-year increase of 5.13% [2][7]. - Total revenues amounted to $4 billion, exceeding the consensus estimate by 1.6% and showing a year-over-year growth of 4.2%, driven by a 3% increase in organic growth [2][7]. - The stock has experienced a decline of 22.1% over the past year, contrasting with a 31% decrease in the industry and a 13.8% rise in the Zacks S&P 500 composite [2]. Segment Performance - Revenue growth varied across different segments: - Advertising & Media saw an organic increase of 8.2%, outperforming the estimated growth of 7.5% [4][7]. - Precision marketing revenues grew by 5%, slightly below the estimated 5.1% [4]. - Experiential revenues increased by 2.9%, significantly lower than the expected 15.1% growth [4]. - Public Relations revenues fell by 9.3%, contrasting with an estimated growth of 2.9% [5]. - Healthcare revenues decreased by 4.9%, worse than the estimated decline of 1.5% [5]. - Branding & Retail Commerce revenues dropped by 16.9%, compared to an estimated decline of 8.2% [5]. - Execution and support revenues increased by 1.5%, slightly above the estimated growth of 1.4% [5]. Regional Performance - Year-over-year organic revenue growth by region included: - United States: 3% - Euro Markets & Other Europe: 2.5% - Latin America: 18% - Asia Pacific: 6.5% - Middle East & Africa: 0.9% - Other North America: 2.4% - U.K.: -2.5% [6]. Margin Analysis - Adjusted EBITA for the quarter was $613.8 million, reflecting a year-over-year increase of 4.1%, with an adjusted EBITA margin of 15.3%, remaining flat year over year [9]. - Operating profit decreased by 14% year over year to $439.2 million, with the operating margin declining by 230 basis points to 10.9% [9].

Company Overview - Omnicom is one of the largest advertising, marketing, and corporate communications companies globally, offering a comprehensive suite of services across various disciplines including Media & Advertising, Precision Marketing, Public Relations, Healthcare, Branding & Retail Commerce, Experiential, and Execution & Support [11]. Investment Ratings - Omnicom holds a 2 (Buy) rating on the Zacks Rank, indicating a favorable investment outlook [12]. - The company has a VGM Score of B, suggesting a balanced assessment of value, growth, and momentum [12]. Performance Metrics - Omnicom's Momentum Style Score is rated A, with shares increasing by 4.7% over the past four weeks [12]. - Two analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate rising by $0.01 to $8.33 per share [12]. - The company has an average earnings surprise of +3.7%, indicating a history of exceeding earnings expectations [12]. Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Omnicom is recommended for investors looking for potential growth opportunities [13].

Core Points - Calian Group Ltd. announced a $250 million amendment to its Health Care Provider Recruitment contract with the Department of National Defence, reinforcing its commitment to the Canadian Armed Forces [1][2][4] - The contract amendment consolidates unspent funds from Option Period 5 with planned funding for Option Period 6, ensuring uninterrupted delivery of healthcare services across CAF clinics [3][4] - Calian's total contract backlog now stands at $1.6 billion, with two-thirds related to its defence business, highlighting the ongoing partnership with government and military organizations [4][5] Company Commitment - Calian has been a reliable partner to Canada's military for over two decades, providing integrated healthcare solutions that are vital for the operational readiness of the Canadian Armed Forces [5][6] - The company emphasizes the importance of health in maintaining operational readiness, stating that a healthy force is essential for resilience [3][5] Services Offered - Calian supports the Department of National Defence with various mission-critical solutions, including healthcare, training and simulation, IT modernization, cybersecurity, satellite communications, and manufacturing and engineering [6]

Company Overview - RCM Technologies, Inc. is a provider of solutions aimed at enhancing client performance through advanced engineering, specialty healthcare, and technology services [1][3] - The company operates in key market segments including Healthcare, Engineering, Aerospace & Defense, Process & Industrial, Life Sciences, and Data & Solutions [3] Recent Developments - RCM Technologies was added to the Russell 3000 and small-cap Russell 2000 Indexes effective June 30, 2025, marking a significant milestone in the company's history [1][2] - The addition to the Russell 2000 is seen as the beginning of a new phase for the company, aiming to contribute to global infrastructure development [2] Market Context - Russell Indexes are widely utilized by investment managers and institutional investors, with approximately $10.6 trillion in assets benchmarked against the Russell US Indexes as of June 2024 [2] - FTSE Russell, the global index provider, calculates thousands of indexes covering 98% of the investable market globally, with around $18.1 trillion benchmarked to its indexes [4]

Core Viewpoint - The recent sell-off in Procter & Gamble (P&G) stock presents a buying opportunity for investors seeking reliable passive income, despite the company's mediocre growth in recent years [2][10]. Group 1: Competitive Advantages - P&G possesses a strong portfolio of well-known brands across various categories, leading to high margins and sustained growth, with international sales exceeding domestic sales [4]. - The company effectively leverages its global supply chain and marketing, benefiting from diversification and avoiding over-reliance on a few brands [5]. - P&G focuses on expanding its existing brand lineup rather than pursuing large acquisitions, with its last major acquisition being Gillette for $57 billion two decades ago [6]. Group 2: Financial Performance and Dividends - P&G has consistently increased its dividend for 69 consecutive years, supported by steady growth in margins and free cash flow (FCF) per share, despite a current yield of 2.6% [10]. - The company generates significantly more FCF than needed for dividends, allowing for consistent stock buybacks, which have reduced the share count by 5.5% over the last five years and 13.6% over the last decade [12]. - P&G's earnings growth is driven by sales volume growth, price increases, operating margin expansion, and stock buybacks [12]. Group 3: Valuation and Investment Suitability - P&G commands a premium valuation due to its industry leadership and steady earnings, with a price-to-earnings (P/E) ratio of 26.3, which may appear high but is justified upon closer examination [13]. - The company's P/E and price-to-FCF ratios are around five-year median levels, suggesting potential for the stock to appear undervalued if earnings continue to rise [15]. - P&G is considered a foundational holding for risk-averse investors, particularly during economic downturns and geopolitical uncertainty, despite the presence of cheaper stocks with higher yields [16][17].