Core Viewpoint - Sensata (ST) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [4][6]. - For Sensata, the recent increase in earnings estimates suggests an improvement in the company's underlying business, likely leading to higher stock prices as investor sentiment shifts positively [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - Sensata's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [9][10]. Earnings Estimate Revisions for Sensata - For the fiscal year ending December 2025, Sensata is expected to earn $3.37 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 2.3% over the past three months, reflecting analysts' growing optimism [8].

Core Insights - Sensata (ST) reported quarterly earnings of $0.89 per share, exceeding the Zacks Consensus Estimate of $0.85 per share, and showing an increase from $0.86 per share a year ago [1] - The company achieved a revenue of $931.98 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.86%, although it represents a decline from $982.83 million year-over-year [3] Earnings Performance - The earnings surprise for the quarter was +4.71%, following a previous surprise of +3.57% when earnings were $0.87 per share against an expectation of $0.84 [2] - Over the last four quarters, Sensata has exceeded consensus EPS estimates three times [2] Revenue Insights - Sensata has topped consensus revenue estimates four times in the last four quarters [3] - The current consensus EPS estimate for the upcoming quarter is $0.84, with expected revenues of $901.22 million, and for the current fiscal year, the estimate is $3.35 on $3.67 billion in revenues [8] Market Performance - Sensata shares have increased by approximately 15.3% since the beginning of the year, compared to a 16.9% gain in the S&P 500 [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Industry Context - The Instruments - Control industry, to which Sensata belongs, is currently ranked in the top 8% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [9] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [6]

Core Viewpoint - Sensata reported quarterly earnings of $0.87 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, but down from $0.93 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was +3.57%, and the company had a previous surprise of +8.33% with earnings of $0.78 per share against an expectation of $0.72 per share [2] - Sensata's revenues for the quarter were $943.38 million, surpassing the Zacks Consensus Estimate by 1.09%, compared to $1.04 billion in the same quarter last year [3] - Over the last four quarters, Sensata has exceeded consensus EPS estimates two times and revenue estimates three times [2][3] Stock Performance - Sensata shares have increased approximately 20.2% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [4] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations for it to outperform the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.82 on revenues of $903.87 million, and for the current fiscal year, it is $3.26 on revenues of $3.65 billion [8] - The Instruments - Control industry, to which Sensata belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable outlook for the stock [9]

Core Viewpoint - Sensata (ST) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, which could significantly influence its stock price depending on the actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is scheduled for July 29, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $0.84 per share, reflecting a year-over-year decrease of 9.7%, with revenues expected to be $933.26 million, down 9.9% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 1.55% higher, indicating a collective reassessment by analysts [4]. - The Most Accurate Estimate for Sensata is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +2.27%, suggesting a bullish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Sensata currently holds a Zacks Rank of 2, which, along with the positive Earnings ESP, suggests a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Sensata exceeded the expected earnings of $0.72 per share by delivering $0.78, resulting in a surprise of +8.33% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Conclusion - While Sensata is positioned as a compelling earnings-beat candidate, other factors should also be considered when evaluating the stock ahead of its earnings release [17].

Core Viewpoint - Badger Meter reported quarterly earnings of $1.17 per share, missing the Zacks Consensus Estimate of $1.21 per share, but showing an increase from $1.12 per share a year ago [1][2] Financial Performance - The company posted revenues of $238.1 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.61% and increasing from $216.66 million year-over-year [3] - Badger Meter has surpassed consensus revenue estimates three times over the last four quarters [3] Stock Performance - Badger Meter shares have increased approximately 15.6% since the beginning of the year, compared to a 7.2% gain in the S&P 500 [4] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $234.97 million, and for the current fiscal year, it is $4.93 on revenues of $924.92 million [8] - The estimate revisions trend for Badger Meter was mixed ahead of the earnings release, which may change following the recent report [7] Industry Context - The Instruments - Control industry, to which Badger Meter belongs, is currently in the top 11% of over 250 Zacks industries, indicating a favorable outlook [9]

Core Viewpoint - Sensata reported quarterly earnings of $0.78 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, but down from $0.89 per share a year ago, indicating a mixed performance despite beating expectations [1][2]. Financial Performance - The company achieved revenues of $911.26 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.61%, but down from $1.01 billion year-over-year [3]. - Sensata's earnings surprise was 8.33%, and it has surpassed consensus EPS estimates only once in the last four quarters [2]. Stock Performance and Outlook - Sensata shares have declined approximately 20.8% since the beginning of the year, contrasting with the S&P 500's decline of 4.3% [4]. - The current consensus EPS estimate for the upcoming quarter is $0.80, with expected revenues of $920.78 million, and for the current fiscal year, the EPS estimate is $3.16 on revenues of $3.61 billion [8]. Industry Context - The Instruments - Control industry, to which Sensata belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, suggesting potential challenges ahead [9]. - The performance of Sensata's stock may be influenced by the overall outlook for the industry, as historical data indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9].