Washington, the District Of Columbia-based Danaher Corporation (DHR) designs, manufactures, and markets professional, medical, research, and industrial products and services. The company is valued at $162.7 billion by market cap. The leading global life sciences and diagnostics innovator is expected to announce its fiscal fourth-quarter earnings for 2025 before the market opens on Wednesday, Jan. 28. Ahead of the event, analysts expect DHR to report a profit of $2.14 per share on a diluted basis, unchang ...

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Microcap stocks reported strong results in the quarter, due to the consistent risk appetite of investors. The fund—Investor Class returned 9.52% in the quarter but lagged the benchmark Russell Microcap® Growth Index’s 19.93% return. In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-qua ...

Core Thesis - Danaher Corporation is viewed positively due to its strong historical performance and recent financial results, indicating potential for continued growth and shareholder returns [1][7]. Financial Performance - As of December 2nd, Danaher’s share price was $226.59, with trailing and forward P/E ratios of 46.12 and 26.18 respectively [1]. - The company achieved 3% core revenue growth, slight margin expansion, and 10% adjusted EPS growth in its latest quarter [3]. - Performance was driven by Biotechnology with 6.5% organic growth and 40 basis points margin expansion, and Diagnostics with 3.5% growth and 150 basis points margin improvement [4]. Strategic Initiatives - Danaher resumed share buybacks, deploying $2 billion in the quarter, reflecting management's confidence in the stock [4]. - The company has a strong focus on cash conversion, with free cash flow exceeding 100% of net income for 33 consecutive years [5]. Market Position and Trends - Danaher has been a long-term wealth creator, delivering a 21% annualized return over 43 years [2]. - The company benefits from secular trends, particularly aging populations in developed markets, which support long-term demand for its diagnostic and life science solutions [5]. Operational Resilience - Margins have expanded from 22% to 31% over the last decade, although they remain below pandemic peaks due to channel destocking [6]. - The balance sheet is solid, with a net debt to EBITDA ratio of 2x, allowing for strategic acquisitions while maintaining disciplined leverage [6]. Overall Assessment - Danaher combines high-quality operations, strong cash generation, and disciplined capital allocation, positioning it as a resilient compounder with both defensive qualities and upside potential for long-term investors [7].

Key Takeaways Jacobs is set to report Q4 FY25, with estimates calling for higher year-over-year earnings and revenues.Demand across energy, water, transportation and infrastructure is boosting backlog and activity.PA Consulting and its strength in Life Sciences, Semiconductors and Data Centers support growth.Jacobs Solutions, Inc. (J) is slated to report fourth-quarter fiscal 2025 results on Nov. 20, before the opening bell.In the last reported quarter, the company’s adjusted earnings topped the Zacks Conse ...

Core Insights - Conestoga Capital Advisors reported strong equity market performance in Q3 2025, with the Conestoga Micro-Cap Composite returning 11.7% net-of-fees, while the Russell Microcap Growth Index returned 19.9% [1] Company Overview - Willdan Group, Inc. (NASDAQ:WLDN) specializes in professional, technical, and consulting services in the Energy and Engineering and Consulting segments [2][3] - As of October 17, 2025, Willdan Group, Inc. had a market capitalization of $1.399 billion and its stock closed at $95.40 per share [2] Performance Metrics - Willdan Group, Inc. experienced a one-month return of -8.00%, but its shares increased by 114.22% over the last 52 weeks [2] - The company benefited from strong execution in energy efficiency services, supported by federal and state infrastructure funding, leading to robust project wins and improved margins [3] Market Sentiment - Investor optimism around sustainability-linked infrastructure spending contributed positively to Willdan Group, Inc.'s visibility and growth prospects [3] - Despite its potential, Willdan Group, Inc. is not among the 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding the stock at the end of Q2 2025, up from 22 in the previous quarter [4] Comparative Analysis - While acknowledging Willdan Group, Inc.'s potential, the company believes certain AI stocks present greater upside potential and lower downside risk [4]

Core Insights - Danaher Corporation (NYSE:DHR) is recognized as one of the best diversified stocks to buy, highlighting its significant upside potential according to hedge funds [1] - The company is currently under investigation by Rosen Law Firm for potential breaches of fiduciary duty by its directors and officers, prompting shareholders to consider legal options [2] - Danaher has authorized a new share repurchase program allowing the buyback of up to 35 million shares of common stock with no expiration date, supplementing existing repurchase authorizations [3] - Management may execute share purchases through various methods based on market conditions, and the board has amended bylaws regarding shareholder proposals and director nominations [4] - Operating in the Biotechnology, Life Sciences, and Diagnostics segments, Danaher designs, manufactures, and markets a range of professional, medical, research, and industrial products and services in the U.S. [5]

Core Insights - Investors are focusing on cash-rich stocks with strong returns as attractive opportunities amid economic uncertainties, rather than solely on Federal Reserve policy shifts [1][9] Group 1: Importance of Cash Flow - Cash is essential for business vitality, providing the flexibility to make investment decisions and shielding companies from market turmoil [2] - Positive cash flow indicates an increase in liquid assets, enabling companies to meet obligations, reinvest, and return wealth to shareholders, while negative cash flow suggests declining liquidity [5] - Companies must not only have positive cash flow but also increasing cash flow to ensure future growth and reduce dependency on external financing [6] Group 2: Screening for Investment Opportunities - A screening process was established to identify stocks with increasing cash flow, focusing on those whose latest cash flow is at least equal to the 5-year average [7] - Stocks with a Zacks Rank of 1 (Strong Buy) have a history of outperformance, and brokers' positive ratings further support investment decisions [8] Group 3: Qualified Stocks - Materion Corporation (MTRN) specializes in high-performance engineered materials, with a Zacks Consensus Estimate for current-year earnings improving by 8.2% [10][11] - Willdan Group, Inc. (WLDN) provides consulting services to enhance cost and energy efficiencies, with a current-year earnings estimate up by 27.7% [11][12] - Build-A-Bear Workshop, Inc. (BBW) is a leading retailer of stuffed animals, with a fiscal 2026 earnings estimate revised upward by 3.9% [12][13] - NCS Multistage Holdings, Inc. (NCSM) focuses on engineered products for oil and gas operators, with a current-year earnings estimate improving by 62% [14]

Group 1 - Zacks Premium offers tools for investors to enhance their stock market confidence and knowledge, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum [2][10] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [3] - The Growth Score evaluates a company's future prospects through projected earnings and cash flow [4] - The Momentum Score identifies trends in stock prices and earnings estimates to optimize entry points for investments [5] - The VGM Score combines the three Style Scores to highlight stocks with the best overall value, growth, and momentum [6] Group 2 - The Zacks Rank is a proprietary model that uses earnings estimate revisions to assist investors in building successful portfolios, with 1 (Strong Buy) stocks yielding an average annual return of +23.75% since 1988 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [10] - Jacobs Solutions Inc. is highlighted as a stock to watch, currently holding a 3 (Hold) Zacks Rank and a VGM Score of B, with a Momentum Style Score of B and a 7% increase in shares over the past four weeks [12][13][14] - Jacobs Solutions has seen upward revisions in earnings estimates, with the Zacks Consensus Estimate increasing by $0.04 to $6.05 per share for fiscal 2025 [13]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Each stock is rated from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [4] Growth Score - The Growth Style Score assesses a company's financial health and future outlook based on projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating that highlights stocks with attractive value, growth potential, and positive momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors in building successful portfolios [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [9] Stock Selection Strategy - To maximize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - Stocks with lower ranks, even with good Style Scores, may still face downward price pressure due to negative earnings outlooks [11] Company Spotlight: AECOM Technology (ACM) - AECOM is a leading provider of professional, technical, and management solutions across various industries [12] - Currently rated 3 (Hold) with a VGM Score of B, ACM has a Momentum Style Score of A and has seen a 3.1% increase in shares over the past four weeks [12][13] - Recent earnings estimates for fiscal 2025 have been revised upward, with the Zacks Consensus Estimate increasing by $0.09 to $5.24 per share, alongside an average earnings surprise of +9.8% [13]

Core Insights - The Zacks Style Scores are designed to assist investors in selecting stocks with the highest potential to outperform the market over the next 30 days [2] - Stocks are rated from A to F based on their value, growth, and momentum characteristics, with A being the highest score [2] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify those with sustainable growth potential [4] Momentum Score - The Momentum Style Score helps investors capitalize on price trends by analyzing short-term price changes and earnings estimate revisions [5] VGM Score - The VGM Score combines Value, Growth, and Momentum scores, providing a comprehensive indicator for stock selection [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to identify stocks, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988 [7][8] Stock Selection Strategy - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with a 3 (Hold) rank should also have A or B Style Scores to maximize upside potential [9] Earnings Estimate Revisions - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face price declines if earnings forecasts are downward [10] Company Spotlight: Danaher Corporation - Danaher Corporation is a global conglomerate with a Zacks Rank of 3 (Hold) and a VGM Score of B, indicating potential for growth investors [11] - The company forecasts a year-over-year earnings growth of 2.9% for the current fiscal year, with an upward revision in earnings estimates for fiscal 2025 [12] - Danaher has an average earnings surprise of +8.5%, making it a noteworthy option for investors [12]