London-based Pentair plc (PNR) is a global leader in water treatment and sustainable fluid management solutions. The company, valued at a market cap of $18.1 billion, designs and manufactures a wide range of products that help move, treat, store, and enjoy water efficiently and responsibly. Its offerings span residential, commercial, industrial, and infrastructure markets, including pool equipment, filtration systems, pumps, and water purification technologies. The company is set to unveil its third-quar ...

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]

Company Performance - LiqTech International, Inc. reported a quarterly loss of $0.25 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.18, representing an earnings surprise of -38.89% [1] - The company posted revenues of $4.62 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 2.62%, compared to revenues of $4.24 million a year ago [2] - Over the last four quarters, the company has not surpassed consensus EPS estimates and has topped consensus revenue estimates only once [2] Stock Movement and Outlook - LiqTech International shares have declined approximately 21.3% since the beginning of the year, while the S&P 500 has gained 0.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is -$0.16 on revenues of $4.7 million, and -$0.60 on revenues of $19 million for the current fiscal year [7] Industry Context - The Pollution Control industry, to which LiqTech International belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests 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 LiqTech International is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6]