We recently published 11 Stocks Jim Cramer Talked About. Parker-Hannifin Corporation (NYSE:PH) is one of the stocks Jim Cramer recently discussed. Parker-Hannifin Corporation (NYSE:PH) is one of the largest industrial equipment companies in the world. The firm’s products include motion control systems, hydraulics and avionics systems, and other associated items. Parker-Hannifin Corporation (NYSE:PH) made a splash earlier this week after it announced a $9.25 billion deal to buy filtration system manufactur ...

Core Insights - Cadiz Inc. is positioned for significant growth in 2026 following critical milestones achieved in 2025, marking it as a watershed year for the company [2][7] Financial Performance - Total revenue for Q3 2025 reached $4.0 million, a 42% increase from $2.8 million in Q3 2024 [4] - Year-to-date revenue for ATEC reached $10.1 million, compared to $3.5 million in the same period of 2024, reflecting strong growth [4] - Total company revenue for the nine months ending September 30, 2025, was $11.2 million, up 131% year-over-year [6] - Operating loss for Q3 2025 was $4.9 million, slightly higher than the $4.8 million loss in Q3 2024 [10] - Net loss for Q3 2025 was $7.1 million, compared to $6.8 million in Q3 2024 [10] - Cash used in operations for the first nine months of 2025 was $12 million, down from $15.3 million in the same period of 2024 [10] Project Developments - The Mojave Groundwater Bank Project secured its first tranche of construction financing through a $51 million investment from the Lytton Rancheria of California [4] - ATEC Water Systems has shipped 308 filtration systems year-to-date, more than double the volume achieved in 2024 [3] - A Memorandum of Understanding (MOU) was executed with EPCOR for the purchase and sale of 25,000 AFY of water supply, with capital contributions expected for the Southern Pipeline construction [4] - An MOU with the U.S. Bureau of Reclamation supports the development of the Mojave Groundwater Bank amid ongoing negotiations for water sharing rules in the Colorado River Basin [4] Operational Efficiency - Gross margin in Q3 2025 was approximately 50%, up from 32% in the prior year, indicating improved production efficiencies [4] - Q3 2025 marked the second consecutive quarter of operating profit for ATEC, confirming strong market adoption [5] Future Outlook - Cadiz is well-positioned to unlock long-term recurring cash flows and deliver sustainable shareholder value as it enters the construction phase of major water supply and storage projects [7]

Core Insights - Energy Recovery (ERII) reported quarterly earnings of $0.12 per share, exceeding the Zacks Consensus Estimate of $0.09 per share, but down from $0.21 per share a year ago, indicating an earnings surprise of +33.33% [1] - The company achieved revenues of $32 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.51%, although this is a decrease from year-ago revenues of $38.58 million [2] - Energy Recovery shares have increased approximately 11.6% year-to-date, compared to a 15.1% gain in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $84.83 million, and for the current fiscal year, it is $0.71 on revenues of $149.9 million [7] - The estimate revisions trend for Energy Recovery was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Pollution Control industry, to which Energy Recovery belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, Donaldson (DCI), is expected to report quarterly earnings of $0.92 per share, reflecting a year-over-year change of +10.8% [9]

Core Insights - Pentair plc is a global leader in water treatment and sustainable fluid management solutions, with a market cap of $18.1 billion [1] - The company is expected to report non-GAAP earnings of $1.18 per share for Q3, reflecting an 8.3% increase from the previous year [2] - Pentair's earnings for the current year are projected to be $4.84 per share, up 11.8% from $4.33 per share reported last year [3] Financial Performance - Pentair's stock has increased by 16% over the past 52 weeks, outperforming the Industrial Select Sector SPDR Fund's 14.8% increase but lagging behind the S&P 500 Index's 17.4% rise [4] - In Q2 2025, the company reported adjusted EPS of $1.39, a 14% year-over-year increase, with net sales rising 2% to $1.123 billion [5] - Management has raised the full-year adjusted EPS guidance to a range of $4.75–$4.85, with projected sales growth of 1%–2% for 2025 [5] Analyst Ratings - The consensus opinion on Pentair is a "Moderate Buy," with 12 "Strong Buys," one "Moderate Buy," six "Holds," and one "Moderate Sell" among 20 analysts [6] - The mean price target for Pentair is $116.28, indicating a 4% upside potential from current price levels [6]

Core Insights - Dividend-paying stocks, especially those with increasing payouts, provide stability during uncertain market conditions and help reduce volatility [2][3] - In 2024, global dividend growth accelerated to 8.5%, with significant contributions from the Asia-Pacific region and record dividend initiations in the US, particularly in the technology, media, and telecommunications sectors [4] Company Summaries 3M Company (NYSE:MMM) - 3M is a diversified technology company serving various industries, including electronics and automotive, with a focus on innovation and restructuring [9][10] - The company has a quarterly dividend of $0.73 per share, reflecting a 4.3% increase, and a dividend yield of 1.86% as of September 20 [11] The Sherwin-Williams Company (NYSE:SHW) - Sherwin-Williams is a leading paints and coatings company with a strong history of dividend payments, supported by a network of over 5,400 stores [12][13] - The company has maintained a conservative payout ratio of 26.6% and has increased its dividends for 46 consecutive years, with a quarterly dividend of $0.79 per share and a yield of 0.91% as of September 20 [14]

Core Insights - Donaldson (DCI) reported quarterly earnings of $1.03 per share, exceeding the Zacks Consensus Estimate of $1.02 per share, and up from $0.94 per share a year ago, representing an earnings surprise of +0.98% [1] - The company posted revenues of $980.7 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 2.82%, and an increase from $935.4 million year-over-year [2] - Donaldson has outperformed the S&P 500, gaining about 12.3% since the beginning of the year compared to the S&P 500's gain of 9.9% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.93 on revenues of $923.02 million, and for the current fiscal year, it is $3.90 on revenues of $3.78 billion [7] - The estimate revisions trend for Donaldson was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Pollution Control industry, to which Donaldson belongs, is currently ranked in the top 11% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]

Group 1 - ScanSource reported quarterly earnings of $1.02 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and up from $0.80 per share a year ago, representing an earnings surprise of +12.09% [1] - The company posted revenues of $812.89 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.18%, compared to year-ago revenues of $746.11 million [2] - Over the last four quarters, ScanSource has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] Group 2 - The stock has underperformed the market, losing about 10.4% since the beginning of the year, while the S&P 500 has gained 8.7% [3] - The company's earnings outlook, including current consensus earnings expectations for upcoming quarters, will be crucial for investors [4] - The current consensus EPS estimate for the coming quarter is $0.90 on revenues of $778.35 million, and for the current fiscal year, it is $3.68 on revenues of $3.15 billion [7] Group 3 - The Zacks Industry Rank indicates that the Industrial Services sector is currently in the top 19% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for ScanSource 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]

Core Viewpoint - Unifi reported a quarterly loss of $0.56 per share, which was better than the Zacks Consensus Estimate of a loss of $0.80, representing an earnings surprise of +30.00% [1] Financial Performance - Unifi's revenues for the quarter ended June 2025 were $138.54 million, missing the Zacks Consensus Estimate by 3.46%, and down from $157.45 million year-over-year [2] - Over the last four quarters, Unifi has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Unifi shares have declined approximately 28.2% since the beginning of the year, contrasting with the S&P 500's gain of 9% [3] - The current Zacks Rank for Unifi is 4 (Sell), indicating expected underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.57 on revenues of $147.41 million, and -$0.11 on revenues of $636.18 million for the current fiscal year [7] - The trend of estimate revisions for Unifi was unfavorable prior to the earnings release, which may impact future stock movements [5][6] Industry Context - The Textile - Products industry, to which Unifi belongs, is currently ranked in the bottom 6% of over 250 Zacks industries, suggesting a challenging environment [8]

Industry Overview - The Zacks Pollution Control industry is experiencing strong demand for air pollution control products due to increasing greenhouse gas emissions and associated health risks [1] - Stringent regulations and emission standards globally are expected to continue driving demand for industry participants [1][5] Major Trends - Rapid urbanization and rising greenhouse gas emissions from the industrial sector are increasing the demand for air quality control systems [4] - Public awareness of health risks related to air pollution is fueling market growth [4] - The expansion of infrastructure projects in developing countries is boosting demand for pollution abatement equipment [4] - Strict emission standards and laws implemented globally are augmenting demand for pollution-control equipment [5] - The adoption of AI and IoT in industrial processes is enabling real-time monitoring of air pollution sources, driving demand for pollution abatement technologies [5] Challenges - The growing preference for renewable energy sources is restraining demand for industrial emission-abatement products [6] - Supportive government policies for renewable energy and the rapid adoption of electric vehicles are negatively impacting the industry's prospects [6] Industry Performance - The Zacks Pollution Control industry has underperformed the broader Industrial Products sector and the S&P 500 index over the past year, declining 7.3% compared to the sector's increase of 9.6% and the S&P 500's increase of 15.5% [9] Valuation - The industry is currently trading at a forward P/E ratio of 20.20X, compared to the S&P 500's 22.85X and the sector's 19.81X [12] Key Companies - **Atmus Filtration**: A leader in industrial filtration with a Zacks Rank 2 (Buy), has seen a 32.3% share price increase over the past year [17][18] - **Donaldson Company**: Engaged in manufacturing filtration systems, holds a Zacks Rank 2, and has gained 1% in the past year [21][22] - **Fuel Tech**: Develops air pollution control technology, with a Zacks Rank 2 and a 163.9% share price increase over the past year [25][26] - **Tetra Tech**: Provides consulting and engineering services, holds a Zacks Rank 3 (Hold), and has seen a 20.1% increase in shares over the past six months despite a 23.5% decline over the past year [29][30]

Company Performance - LiqTech International, Inc. reported a quarterly loss of $0.22 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.21, representing an earnings surprise of -4.76% [1] - The company posted revenues of $4.96 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.86%, but showing an increase from $4.49 million in the same quarter last year [2] - Over the last four quarters, the company has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Performance - LiqTech International shares have increased by approximately 6.9% since the beginning of the year, compared to the S&P 500's gain of 9.6% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.17 on revenues of $5 million, and for the current fiscal year, it is -$0.81 on revenues of $19.6 million [7] Industry Outlook - The Pollution Control industry, to which LiqTech belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact LiqTech's stock performance [5][6]