分组1 - Fox Factory Holding (FOXF) reported quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.56 per share, and down from $0.35 per share a year ago, representing an earnings surprise of -58.93% [1] - The company posted revenues of $376.36 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.72%, but up from $359.12 million year-over-year [2] - Fox Factory Holding shares have declined approximately 24.4% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.55 on revenues of $367 million, and for the current fiscal year, it is $1.73 on revenues of $1.48 billion [7] - The Automotive - Domestic industry, to which Fox Factory Holding belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

分组1 - Paccar reported quarterly earnings of $1.12 per share, matching the Zacks Consensus Estimate, but down from $1.85 per share a year ago [1] - The company posted revenues of $6.11 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 1.53%, but down from $7.7 billion year-over-year [2] - Paccar shares have declined approximately 6.3% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] 分组2 - The earnings outlook for Paccar is uncertain, with current consensus EPS estimate at $1.21 on revenues of $6.3 billion for the upcoming quarter and $5.15 on revenues of $26.65 billion for the current fiscal year [7] - The Zacks Industry Rank for Automotive - Domestic is in the bottom 27% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

Company Performance - Fox Factory Holding reported quarterly earnings of $0.4 per share, missing the Zacks Consensus Estimate of $0.43 per share, but showing an increase from $0.38 per share a year ago, resulting in an earnings surprise of -6.98% [1] - The company posted revenues of $374.86 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 8.60% and increasing from $348.49 million year-over-year [2] - Over the last four quarters, Fox Factory has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - The stock has underperformed the market, losing about 3.5% since the beginning of the year compared to the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the coming quarter is $0.61 on revenues of $371.05 million, and for the current fiscal year, it is $1.85 on revenues of $1.44 billion [7] - The estimate revisions trend for Fox Factory 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] Industry Context - The Automotive - Domestic industry, to which Fox Factory belongs, is currently in the bottom 27% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Fox Factory's stock performance [5]

Company Performance - Rivian Automotive reported a quarterly loss of $0.8 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.65, but an improvement from a loss of $1.21 per share a year ago, indicating a year-over-year improvement in loss figures [1] - The company posted revenues of $1.3 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.19% and showing an increase from $1.16 billion in the same quarter last year [2] - Over the last four quarters, Rivian has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Rivian shares have declined approximately 6.7% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.71 on projected revenues of $1.39 billion, and for the current fiscal year, it is -$2.45 on revenues of $5.23 billion [7] Industry Outlook - The Automotive - Domestic industry, to which Rivian belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting a challenging environment for stocks in this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Rivian's stock performance [5]

Core Insights - Tesla reported quarterly earnings of $0.4 per share, exceeding the Zacks Consensus Estimate of $0.39 per share, but down from $0.52 per share a year ago, indicating an earnings surprise of +2.56% [1] - The company generated revenues of $22.5 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.28%, but down from $25.5 billion year-over-year [2] - Tesla shares have declined approximately 17.8% year-to-date, contrasting with the S&P 500's gain of 7.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.50 on revenues of $25.3 billion, and for the current fiscal year, it is $1.75 on revenues of $93.86 billion [7] - The trend of estimate revisions for Tesla was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), suggesting expected underperformance in the near future [6] Industry Context - The Automotive - Domestic industry, to which Tesla belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and earnings estimate revisions, which can be tracked by investors [5]

Company Performance - Paccar reported quarterly earnings of $1.46 per share, missing the Zacks Consensus Estimate of $1.57 per share, and down from $2.27 per share a year ago, representing an earnings surprise of -7.01% [1] - The company posted revenues of $6.91 billion for the quarter, missing the Zacks Consensus Estimate by 2.28%, and down from $8.24 billion year-over-year [2] - Over the last four quarters, Paccar has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Movement and Outlook - Paccar shares have declined approximately 11.5% since the beginning of the year, compared to a -6% decline in the S&P 500 [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $1.68 for the coming quarter and $6.62 for the current fiscal year [4][7] - The current Zacks Rank for Paccar is 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Automotive - Domestic industry, to which Paccar belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Paccar's stock performance [5]

Company Overview - Fox Factory Holding (FOXF) shares increased by 19.6% to $21.97 in the last trading session, following a period of 25.8% loss over the past four weeks, indicating a significant rebound in stock performance [1][2] Market Context - The surge in Fox Factory's stock is attributed to a broader market rebound after the Trump administration announced a temporary halt on reciprocal tariffs for most countries, which alleviated fears of a recession due to potential tariff increases [2] Earnings Expectations - Fox Factory is expected to report quarterly earnings of $0.22 per share, reflecting a year-over-year decline of 24.1%. Revenue is projected to be $328.55 million, down 1.5% from the same quarter last year [3] - The consensus EPS estimate for Fox Factory has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Comparison - Fox Factory Holding is part of the Zacks Automotive - Domestic industry, where Lucid Group (LCID) also operates. Lucid Group's stock closed 9.9% higher at $2.55, with an 11% return over the past month [4] - Lucid Group's consensus EPS estimate has increased by 10.7% over the past month to -$0.22, representing a 26.7% change from the previous year [5]