Core Viewpoint - NOV Inc. is expected to report a decline in both earnings and revenues for the fourth quarter of 2025, with earnings estimated at 25 cents per share and revenues at $2.17 billion, reflecting a year-over-year decrease of 39.02% and 5.89% respectively [1][8]. Group 1: Q3 Performance and Earnings History - In the last reported quarter, NOV missed earnings expectations with adjusted earnings per share of 11 cents, falling short of the consensus estimate of 24 cents, while revenues of $2.2 billion were up 1.9% from the consensus mark [2]. - The company has a mixed earnings surprise history, beating estimates three times in the last four quarters but missing once, with an average negative surprise of 16.09% [2]. Group 2: Factors Influencing Q4 Performance - NOV's revenue from the Energy Products and Services segment is projected to decline by 6.7% to $970 million, influenced by a seasonal slowdown in North American short-cycle oil activity and ongoing market challenges [4][5]. - The company anticipates a 5% to 7% year-over-year decline in consolidated revenues due to softening global drilling activity and tariffs impacting margins [4]. Group 3: Cost Management and Shareholder Returns - Despite short-term challenges, NOV aims to return 50% of excess free cash flow to shareholders in 2025, and a decrease in costs may support its bottom line [6]. - The company expects reductions in costs of goods sold, selling, general and administrative expenses, and depreciation and amortization, which could positively impact earnings [6][8]. Group 4: Earnings ESP and Zacks Rank - The Zacks Consensus Estimate for NOV's earnings has remained unchanged over the past 30 days, indicating no revisions, and the Earnings ESP stands at 0.00%, suggesting uncertainty in predicting an earnings beat [3][9]. - NOV currently holds a Zacks Rank of 3, indicating a hold position [9].

Market Overview - The U.S. stock market experienced a rally in 2023 and 2024, continuing into 2025, with the Dow, S&P 500, and Nasdaq Composite increasing by 13%, 16.4%, and 20.4% respectively [1] - December 2024 showed mixed results, with the Dow and S&P 500 rising by 0.7% and 0.3%, while the Nasdaq Composite fell by 0.5% due to profit booking in AI-centric technology stocks [2] - Strong fundamentals, solid fourth-quarter earnings projections, and accommodative Fed policies are expected to support market momentum in January 2025 [3] Investment Opportunities - Stocks with favorable Zacks Rank and momentum are recommended for investment in January, including Robinhood Markets Inc. (HOOD), MongoDB Inc. (MDB), Samsara Inc. (IOT), Ciena Corp. (CIEN), and Core & Main Inc. (CNM) [4] Robinhood Markets Inc. - Robinhood operates a financial services platform allowing investments in various assets, including cryptocurrencies [5] - The company is focusing on growth through product innovation, including AI tools and global expansion, with new features like Cortex and Legend enhancing user engagement [6][8] - Robinhood's expected revenue and earnings growth rates are 22% and 20.6% respectively for the current year, with a 5.7% improvement in earnings estimates over the last 30 days [10] MongoDB Inc. - MongoDB has expanded its Atlas platform into analytics, targeting modern workloads and generative AI applications [11] - The company has seen strong adoption across enterprises, with a focus on larger deals and efficient customer acquisition [12] - Expected revenue and earnings growth rates for MongoDB are 17.5% and 17% respectively for the next year, with a significant 29.6% improvement in earnings estimates over the last 60 days [14] Samsara Inc. - Samsara connects physical operations data to its cloud platform, developing sensor systems for analytics [15] - The company's Connected Operations Cloud includes AI capabilities and is expected to see revenue and earnings growth rates of 19.8% and 12.9% respectively for the next year [16] Ciena Corp. - Ciena reported a 20% year-over-year revenue increase and 69.5% EPS growth, driven by AI demand from cloud and service providers [17] - The company expects revenue for fiscal 2026 to be between $5.7 billion and $6.1 billion, reflecting nearly 24% growth at the midpoint [19] - Ciena's expected revenue and earnings growth rates are 24.3% and 97.7% respectively for the current year, with a 19.7% improvement in earnings estimates over the last 30 days [21] Core & Main Inc. - Core & Main distributes water and fire protection products to various markets in the U.S. [22] - The company has an expected revenue and earnings growth rate of 3% and 7.7% respectively for the next year, with a 24.4% improvement in earnings estimates over the last 30 days [24]

Core Viewpoint - OMS Energy Technologies Inc. (NASDAQ:OMSE) is positioned as a promising investment opportunity in the oil sector, particularly following the recent API Spec 11D1 certification obtained by its subsidiary, OMS Indonesia, which enhances its capabilities in the oilfield services market [1][2]. Group 1: Certification and Capabilities - OMS Indonesia has secured API Spec 11D1 certification from the American Petroleum Institute, which validates the company's ability to design, build, test, and quality-check packers and bridge plugs for petroleum and natural gas wells [1][2]. - This certification allows OMS Indonesia to fully design, qualify, and produce its own retrievable mechanical and hydraulic packers, complementing its existing API-6A-certified surface wellheads and Christmas trees [2]. - The ability to integrate these packers with OMS's own systems or third-party equipment is expected to create new contract opportunities in well completion and intervention services [2][3]. Group 2: Market Position and Efficiency - The certification strengthens OMS Indonesia's position as a regional leader by enabling in-house development of high-spec components, which is crucial for meeting the demands of Southeast Asia's growing oilfield market [3]. - This milestone is anticipated to support faster delivery times, cost efficiencies, and compliance with industry standards, enhancing the company's competitive edge [3]. Group 3: Company Overview - OMS Energy Technologies Inc. specializes in manufacturing and selling oilfield equipment, including specialty connectors, pipes, surface wellheads, and Christmas trees for drilling and production operations [4].

Core Insights - MRC Global reported quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.28 per share, and down from $0.22 per share a year ago, representing an earnings surprise of -53.57% [1] - The company posted revenues of $678 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 18.8%, and down from $797 million year-over-year [2] - MRC shares have increased by approximately 8.3% since the beginning of the year, compared to the S&P 500's gain of 15.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.19 on revenues of $738.4 million, and for the current fiscal year, it is $0.71 on revenues of $3.08 billion [7] - The estimate revisions trend for MRC was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Steel - Pipe and Tube industry, to which MRC belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting that stocks in the top 50% of Zacks-ranked industries outperform those in the bottom 50% by more than 2 to 1 [8] - Another company in the same industry, Mueller Water Products, is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of +54.6%, with revenues projected at $362.05 million, up 4% from the previous year [9][10]

Core Insights - Orbia Advance Corporation reported third quarter 2025 revenues of $1.97 billion, a 4% increase from the previous year, with EBITDA of $295 million, reflecting a 2% increase [2][5][6] - The company is focused on strengthening market positions, cost reduction, and cash generation despite subdued demand in certain sectors [4][34] Financial Performance - Net sales for Q3 2025 were $1,966 million, up 4% from $1,887 million in Q3 2024 [5][6] - Cost of sales increased by 5% to $1,533 million, while selling, general and administrative expenses decreased by 1% to $303 million [5][9] - Operating income rose to $130 million, a 4% increase year-over-year, while EBITDA margin slightly decreased to 15.0% [5][10] - The company reported a net loss of $120 million for the quarter, compared to a net income of $86 million in the same quarter last year [7][14] Business Group Performance - **Polymer Solutions**: Revenues increased by 2% to $647 million, but EBITDA decreased by 13% to $78 million due to lower resin pricing and higher ethane costs [18][19] - **Building & Infrastructure**: Revenues also rose by 2% to $647 million, with EBITDA decreasing by 3% to $76 million, impacted by restructuring costs [21][22] - **Precision Agriculture**: This segment saw an 11% increase in revenues to $257 million and a 28% increase in EBITDA to $30 million, driven by strong demand in Brazil and the U.S. [24][25] - **Connectivity Solutions**: Revenues grew by 8% to $253 million, with EBITDA increasing by 36% to $42 million, supported by strong volume growth [27][28] - **Fluor & Energy Materials**: Revenues increased by 3% to $227 million, but EBITDA decreased by 3% to $64 million due to higher input costs [30][31] Cash Flow and Debt Management - Operating cash flow for the quarter was $271 million, a decrease of 4% from the previous year, while free cash flow improved by 1% to $144 million [15][32] - Net debt increased to $3,910 million, with a net debt-to-EBITDA ratio of 3.85x, down from 3.98x in the previous quarter [16][31] Outlook - The company reaffirms its full-year 2025 Adjusted EBITDA guidance in the range of $1,100 million to $1,200 million, likely falling in the lower half of the range [34] - Capital expenditures are projected to be approximately $400 million, focusing on safety and operational integrity [35]

Core Viewpoint - NOV Inc. is expected to report second-quarter 2025 results on July 28, 2025, with earnings estimated at 30 cents per share and revenues at $2.1 billion, reflecting a year-over-year decline in both metrics [1][9]. Group 1: Recent Performance - In the last reported quarter, NOV missed the consensus earnings estimate, reporting adjusted earnings per share of 19 cents against an expected 25 cents, while revenues were $2.1 billion, a slight increase of 0.2% from the consensus [2]. - Over the trailing four quarters, NOV has beaten the Zacks Consensus Estimate twice and missed twice, with an average surprise of 12.6% [3]. Group 2: Revenue and Cost Expectations - The Zacks Consensus Estimate predicts a revenue decline for the second quarter, projecting revenues to decrease from $2.2 billion in the previous year to $2.1 billion [5][9]. - The Energy Products and Services segment is expected to generate revenues of $966 million, down from $1,050 million in the year-ago period, while the cost of goods sold is projected to rise to $1,674.8 million, indicating a 3% increase from the previous year [5][9]. Group 3: Segment Performance - Revenues from the Energy Equipment segment are anticipated to reach $1,216.6 million, an increase from $1,204 million in the year-ago period, with a strong backlog expected to rise by 13.1% year-over-year [6]. Group 4: Earnings Prediction Model - The Zacks model does not predict an earnings beat for NOV this quarter, as the Earnings ESP is -5.38%, and the company currently holds a Zacks Rank of 5 (Strong Sell) [7][8].

Company Overview - Core & Main, Inc. (CNM) shares increased by 10.4% to $59.09 in the last trading session, with a higher-than-average trading volume [1] - The company has made the Fortune 500 list for the first time at No. 497, indicating rapid growth in providing essential water infrastructure products [2] Financial Performance - Core & Main is expected to report quarterly earnings of $0.52 per share, reflecting a year-over-year increase of 6.1% [3] - Revenue projections for the upcoming quarter are $1.83 billion, which is a 5.3% increase compared to the same quarter last year [3] Market Sentiment - The recent stock price increase is attributed to optimism regarding rising customer demand for storm drainage products and pipes, valves, and fittings [2] - The consensus EPS estimate for Core & Main has remained unchanged over the last 30 days, suggesting that the stock's price movement may not sustain without earnings estimate revisions [4] Industry Context - Core & Main operates within the Zacks Manufacturing - Tools & Related Products industry, where Sandvik AB (SDVKY) also competes [4] - Sandvik's consensus EPS estimate has remained unchanged at $0.36, representing a year-over-year change of 24.1% [5]

As filed with the Securities and Exchange Commission on August 28, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 GREENLANE HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 5099 83-0806637 (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Number) 1095 Broken Soun ...