United Rentals (URI) came out with quarterly earnings of $11.09 per share, missing the Zacks Consensus Estimate of $11.9 per share. This compares to earnings of $11.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.84%. A quarter ago, it was expected that this equipment rental company would post earnings of $12.49 per share when it actually produced earnings of $11.7, delivering a surprise of -6.33%.Over the last four quar ...

Group 1 - The article highlights that investors are looking for stocks that can deliver gains in 2026, particularly focusing on those that have experienced significant declines throughout the year [1] - It emphasizes that while some companies are genuinely struggling, others may have been affected by temporary setbacks or overly pessimistic market reactions, creating potential investment opportunities [2] - The analysis identifies stocks that have suffered steep declines but are receiving positive attention from analysts, specifically mentioning two stocks with a Strong Buy consensus rating [3] Group 2 - Transcat, an industrial support firm, provides essential services such as testing and calibration for sensitive equipment, operating a network of labs across the US, Canada, and Ireland [4] - The company has been in the testing and calibration business for over 60 years, serving more than 30,000 customers annually and offering over 500 lines of testing and measurement equipment [6] - Transcat's shares have fallen nearly 50% this year due to mixed earnings and margin compression, with a reported non-GAAP EPS of 44 cents in fiscal 2Q26, which was lower than the previous year and missed forecasts [7]

Core Insights - Finning International Inc. is a leading dealer of Caterpillar heavy equipment, providing equipment sales, rentals, and aftermarket services across multiple regions, including Canada, South America, and the UK & Ireland [2][3][9] Company Overview - Finning operates as a principal distributor of heavy-duty machinery, leveraging a long-standing relationship with Caterpillar and a diversified service portfolio that includes equipment sales, rentals, parts distribution, and fleet management [2][3][4] - The company serves various sectors such as mining, construction, and power systems, emphasizing its role in capital-intensive operations [2][3] Operational Model - The organizational structure encompasses sales and rental operations, a comprehensive aftermarket parts distribution network, and technical service teams, which collectively stabilize cash flow across economic cycles [4][10] - Finning's operational strengths stem from exclusive distribution agreements with Caterpillar, extensive parts inventories, and authorized repair capabilities, allowing for integrated solutions tailored to customer needs [5][10] Service Offerings - Key services include equipment sales, equipment rental, aftermarket services, and fleet management, which are essential for heavy equipment users in resource and infrastructure sectors [9][45] - The company provides tailored solutions, such as rental programs for peak demand and multi-year service contracts, enhancing operational uptime for clients [6][21] Financial Information - Finning's market capitalization is approximately CA$5.275 billion, reflecting its dealer network and recurring service revenue [11][13] - Revenue and net income figures are subject to fluctuations based on commodity demand and capital spending patterns in relevant sectors [12][18] Market Position - Finning is listed on the Toronto Stock Exchange under the ticker FTT and is recognized as a significant player in the capital goods sector, with a focus on heavy equipment distribution [34][41] - The company's competitive advantage lies in its exclusive partnership with Caterpillar and its extensive service network, which enhances customer value and operational efficiency [22][24] Historical Context - Founded in 1933, Finning has evolved from a regional supplier to a multinational dealer network, expanding its geographic reach and service offerings in response to capital investment trends [25][27] - Strategic expansions into South America and Europe have balanced the company's revenue mix, helping to mitigate regional commodity cycles [27][28]