Track market-moving stories before they get noisy

Key Takeaways Nucor reported record steel mill shipments of 7.1 million tons for the second consecutive quarter.NUE expects 2026 shipment growth near the high end of its 5% to 10% range.Nucor's West Virginia sheet mill project remains on schedule, with shipments ramping in early 2027. Nucor Corporation (NUE - Free Report) used its second-quarter earnings call to emphasize continued demand strength, expanding capacity and progress on major growth projects. Management highlighted record steel mill shipments, strong backlogs and investments aimed at increasing long-term earnings capacity.

The company also raised confidence in the second half of 2026, pointing to higher realized pricing, stable volumes and contributions from recently completed projects.

NUE Highlights Broad-Based Demand StrengthChairman and CEO Leon Topalian said Nucor delivered another strong quarter with improved earnings across all three operating segments. The company reported adjusted earnings of $4.84 per diluted share on net sales of $10.40 billion, while the Zacks Consensus Estimate called for EPS of $4.57 and revenues of $10.06 billion.

Topalian noted that steel mill shipments reached a record 7.1 million tons for the second consecutive quarter. He attributed the performance to strong end-market demand and prior investments that expanded Nucor’s steelmaking capabilities.

The CEO also emphasized that backlogs continued to build across the business, reflecting customer momentum in multiple sectors of the economy. He highlighted demand from infrastructure, energy, manufacturing and other industrial markets as key drivers.

Nucor Advances Major Growth ProjectsPresident and COO Stephen Laxton said Nucor’s West Virginia sheet mill project remained on schedule and within budget. The company began commissioning key equipment and expects commercial shipments to begin ramping in early 2027.

Laxton said other projects, including galvanizing lines, coating operations and towers and structures facilities, were progressing as planned. Several recently completed projects, including the Lexington micro mill and Kingman melt shop, reached EBITDA-positive run rates.

Management expects these investments to support future earnings growth as capacity ramps. The company said capital expenditures remain targeted at approximately $2.5 billion for 2026, with about 60% allocated toward growth projects.

NUE Sees Supportive Market BackdropLaxton said Nucor expects 2026 shipment growth to finish near the high end of its previously indicated 5% to 10% range. He pointed to continued strength in sheet, plate, bar and structural products.

Sheet demand remains supported by energy, advanced manufacturing and data center activity, according to Noah Hanners, Executive Vice President of Sheet Products. He also noted that reshoring activity is creating additional opportunities in areas such as automotive supply.

Management said industry demand growth remains around 2% for 2026, with several end markets positioned for continued strength over the next few years.

Nucor Discusses Capital Allocation PlansTopalian said Nucor remains focused on its strategy of growing the core business while expanding beyond traditional steel operations. He said future opportunities will focus on areas connected to long-term trends such as energy infrastructure and downstream products.

The CEO said the company would remain disciplined on acquisitions and pursue opportunities only when they can create value above the cost of capital. He added that excess cash would continue to be returned to shareholders if attractive investments were unavailable.

Chief financial officer Jack Sullivan said Nucor returned $479 million to shareholders during the quarter through dividends and share repurchases, representing 41% of quarterly net earnings.

NUE Faces Analyst Questions on Growth OutlookA Wells Fargo analyst asked about the potential impact of new projects and whether strong demand could offset typical fourth-quarter seasonality. Topalian responded that several projects were already contributing and that additional facilities should add value as they ramp.

A JPMorgan analyst questioned the sustainability of demand trends into the second half of 2026. Laxton said demand drivers remained broad, including infrastructure, energy investment and data center development, while acknowledging normal seasonal patterns.

Analysts also asked about the West Virginia mill ramp. Hanners said the focus will be on safe, reliable production, with utilization expected to reach about 50% by the end of the first year.

Nucor Maintains Strategic Focus AheadNucor entered the second half of 2026 with management focused on execution, capacity expansion and maintaining financial flexibility. Topalian said the company’s operating platform and broad product portfolio provide a foundation for continued investment.

The company’s outlook reflects confidence in demand across several markets while continuing to manage project ramp costs and raw material pressures. Management expects third-quarter consolidated earnings to increase, supported by pricing improvements and stronger steel products results.

Zacks Rank And Style Scores SignalsNucor currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Rank focuses on earnings estimate revisions and is designed to help identify stocks with stronger potential performance over the next one to three months. The Rank can change as analysts update earnings expectations following new results.

The company has a Value Score of B, Growth Score of B, Momentum Score of F and VGM Score of B. Zacks Style Scores range from A to F, with stronger scores indicating more favorable characteristics for the corresponding investing style.

Key Takeaways State Street agreed to acquire Santander CACEIS Latam Securities Services to expand in Latin America.STT will add about $470B in AUC and $225B in AUA, strengthening custody and fund administration.State Street expects the deal to enhance services across Brazil, Mexico and Colombia, pending 2027 close. State Street Corporation (STT - Free Report) has signed an initial agreement to acquire Santander CACEIS Latam Securities Services, a joint venture (JV) owned by Santander Group and CACEIS. This is part of the company’s effort to expand its investment servicing footprint across Latin America.

The JV oversees approximately $470 billion in assets under custody (“AUC”) and $225 billion in assets under administration (“AUA”) as of June 30, 2026. The transaction will strengthen State Street’s presence in Brazil, Mexico and Colombia by expanding its custody, foreign exchange, fund administration and other middle- and back-office services. This will enable the company to better serve both regional and global institutional investors.

The financial terms of the deal have not been revealed yet. It is expected to be closed sometime in 2027, subject to regulatory approvals, employee consultation processes and other customary closing conditions.

Following the completion, State Street plans to retain the JV’s experienced local workforce and continue operating through its existing market licenses and regulatory frameworks. The company expects the combination of its global servicing platform with the JV’s local expertise to strengthen its ability to support clients with cross-border investment needs while expanding access to fast-growing Latin American markets.

Our Take on State Street’s Global Expansion StrategyThe impending acquisition is in line with State Street’s strategy of expanding its global investment servicing franchise through targeted acquisitions. It will strengthen the company’s presence across Brazil, Mexico and Colombia, further broadening its footprint in Latin America’s largest institutional investment markets.

State Street also continues to expand through new investment servicing mandates and rising client assets. As of June 30, 2026, the company reported record assets under custody and/or administration (AUC/A) of $57.86 trillion and record assets under management (AUM) of $6.28 trillion. This reflects continued business wins, client inflows and favorable market conditions.

Additionally, STT remains focused on investing in technology and enhancing its end-to-end servicing capabilities to support long-term revenue growth.

Over the past month, shares of State Street have gained 7.6%, outperforming the industry's growth of 5.3% 

Image Source: Zacks Investment Research

At present, STT sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Business Restructuring Steps Taken by Other Financial FirmsLast week, HSBC Holdings plc (HSBC - Free Report) agreed to sell its Singapore life and health insurance business to Allianz SE for $2.09 billion.

The divestiture aligns with HSBC's broader simplification and restructuring strategy of streamlining operations, exiting non-core businesses, redeploying capital to higher-return opportunities, and strengthening its core wealth management and wholesale banking franchises across Asia.

Earlier this month, Northern Trust Corporation (NTRS - Free Report) agreed to sell its guardianship services business to Wintrust Financial Corporation's subsidiary, Wintrust Private Trust Company.

The divestiture aligns with NTRS' broader strategy of strengthening its core wealth management, asset servicing, and asset management businesses while streamlining its portfolio and focusing investments on areas with stronger long-term growth potential.

Key Takeaways CrowdStrike is replacing multiple security tools with the Falcon platform across enterprise customers.CRWD is expanding customer spending through Falcon Flex and broader adoption of Falcon modules.CrowdStrike added platform wins spanning SIEM, identity, cloud security and AI-powered security operations. CrowdStrike (CRWD - Free Report) is winning more customers that want to replace multiple cybersecurity products with a single platform. Instead of buying separate tools for endpoint security, SIEM, cloud security, identity protection and vulnerability management, customers are moving these functions to the Falcon platform. This bodes well for CrowdStrike’s prospects as it increases revenues from each customer while reducing the number of vendors customers need to manage.

The company shared several examples during the first quarter of fiscal 2027. A major fuel retailer selected CrowdStrike to replace its legacy SIEM platform, its endpoint detection and response solution and software from a network security vendor. The customer also chose the Falcon platform to build its AI-powered security operations center. This deal shows that CrowdStrike is replacing several security products with one platform instead of competing for a single product.

CrowdStrike is also expanding its business with existing customers. During the quarter, a U.S. government agency replaced its legacy antivirus, operating system endpoint detection and vulnerability management tools with the Falcon platform across more than 200,000 devices. In another deal, a large U.S. healthcare company purchased Falcon Next-Gen Identity and SGNL to control what AI agents can access across its systems. These deals show that customers continue to add more Falcon products after adopting the platform.

Platform consolidation is also supported by Falcon Flex subscription model, which allows customers to adopt additional CrowdStrike products under a single agreement. As organizations add identity, cloud security, SIEM and AI security to their existing Falcon deployments, CrowdStrike can increase customer spending without relying only on new customer additions. If this trend continues, platform consolidation could remain an important driver of the company's recurring revenue growth.

The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.

How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.

In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.

Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.

CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 56.6% in the year-to-date period compared with the Zacks Security industry’s return of 54.8%.

CRWD YTD Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 28.19, significantly higher than the industry’s average of 17.38. The Zacks Value Score of F also suggests that CRWD stock is overvalued.

CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.3% and 27.2%, respectively. The estimates for fiscal 2027 have remained unchanged over the past 30 days, while the same for fiscal 2028 have been revised upward by a penny over the past 30 days.

Image Source: Zacks Investment Research

CrowdStrike currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Biogen beat Q2 earnings and revenue estimates as growth drugs lifted sales.BIIB raised 2026 revenue and adjusted EPS guidance on stronger growth product performance.Biogen faced weaker MS and biosimilar sales while higher R&D and acquisition costs weighed on earnings. Biogen (BIIB - Free Report) reported second-quarter 2026 adjusted earnings per share (EPS) of $3.60, which significantly beat the Zacks Consensus Estimate of $3.04 per share. Earnings declined 34% year over year due to deal-related charges and increased R&D costs. In the second quarter, Biogen recorded IPR&D, upfront and milestone expenses of approximately $164 million.

Total revenues during the quarter came in at $2.74 billion, up 3% year over year on a reported basis and 2% on a constant-currency basis. Revenues beat the Zacks Consensus Estimate of $2.50 billion.

Lower sales of key multiple sclerosis drugs were offset by higher revenues from new drugs, Skyclarys, Qalsody and Zurzuvae and contributions from the newly acquired drugs, Empaveli and Syfovre, from the Apellis acquisition that closed in May 2026. Spinraza’s sales also improved in the second quarter.

BIIB’s Q2 Revenue BreakdownProduct revenues increased 2% year over year to $1.92 billion. Revenues from anti-CD20 therapeutic programs grew 10% to $513.5 million, driven by royalties on Ocrevus sales and Biogen’s share of profits from Roche’s (RHHBY - Free Report) Rituxan, Gazyva and Lunsumio.

Contract manufacturing, royalty and other revenues declined 1% to $242.4 million. Alzheimer’s collaboration revenues advanced 16% to $63.7 million.

Alzheimer’s collaboration revenues include Biogen’s 50% share of net product revenues and cost of sales (including royalties) from Alzheimer’s disease (AD) drug Leqembi (lecanemab), which has been developed in collaboration with Eisai.

Eisai recorded nearly $184 million in global revenues from Leqembi sales in the second quarter, up 15% year over year and around 10% sequentially, driven by demand growth globally. The drug’s U.S. sales were $97 million.

Biogen's Growth Drugs Gain GroundRare disease revenues rose 11% to $601.7 million.

Spinraza sales increased 2% to $401.9 million as demand and stocking for the high-dose regimen offset unfavorable shipment timing in some international markets. The figure beat the Zacks Consensus Estimate of $379 million.

A higher dose regimen of Spinraza, which reduces the dosing frequency, was recently approved in the United States, Japan and the EU. The high-dose Spinraza improves Biogen’s competitiveness in a highly competitive area. Biogen said that conversion to the high-dose regimen has been better than expected.

Rare disease drug Skyclarys revenues surged 29% to $167.9 million on higher global demand. Skyclarys’ revenues beat the Zacks Consensus Estimate of $155 million.

Qalsody sales increased 59.5% year over year to $31.9 million, driven by demand growth.

Zurzuvae generated $70.8 million, up 53% year over year and 28% sequentially, reflecting demand growth.

Biogen has a collaboration with Supernus Pharmaceuticals (SUPN - Free Report) for Zurzuvae. Biogen and Supernus Pharmaceuticals equally share profits and losses for the commercialization of Zurzuvae in the United States. In outside U.S. markets, Biogen records product sales (excluding Japan, Taiwan and South Korea) and pays royalties to Supernus.

Biosimilar revenues fell 15.9% to $152.8 million, reflecting lower sales of Benepali, Imraldi and Flixabi.

Syfovre and Empaveli contributed $97.4 million and $30.4 million, respectively, to Biogen’s reported revenues in the second quarter.

BIIB's Legacy MS Portfolio Remains Under PressureMultiple sclerosis product revenues declined 13% year over year to $963.3 million due to generic competition for Tecfidera globally and Tysabri in Europe and rising competitive pressure in the MS market.

Vumerity revenues fell 7.4% to $196.5 million due mainly to inventory dynamics. This metric missed the Zacks Consensus Estimate of $205 million.

Tecfidera sales plunged 53% to $90.9 million due to generic erosion globally. The drug’s sales also missed the Zacks Consensus Estimate of $103 million.

Tysabri revenues slipped 0.8% year over year to $450.8 million. The drug’s sales beat the Zacks Consensus Estimate of $375 million.

Combined Avonex and Plegridy sales declined 8.8% to $225.1 million.

Biogen's Operating Costs RiseAdjusted research and development expenses increased 24% to $489.5 million. The increase reflected higher clinical-trial spending on felzartamab, salanersen and litifilimab, the inclusion of Apellis operating costs and lower research funding from Royalty Pharma.

Adjusted selling, general and administrative expenses rose 17% to $679.6 million. The increase was driven by Apellis’ commercial and management operations and higher spending to support product launches.

BIIB Ups 2026 Revenue and EPS OutlookBiogen raised its revenue guidance for the year due to expected higher revenues from growth products. Biogen now expects 2026 revenues to increase by a mid-single-digit percentage from 2025. This is in contrast to the company’s earlier expectation of a mid-single-digit constant-currency decline.

The company raised its underlying adjusted earnings guidance to a range of $15.85-$16.85 per share from the prior expectation of $15.25 to $16.25 per share.

Combined adjusted R&D and SG&A costs are expected to be between $2.65 billion and $2.70 billion for the second half of 2026.

Other Key Announcements in Q2 ReleaseBiogen announced that BIIB091 achieved proof of concept in a phase II study for relapsing-remitting multiple sclerosis. The company will evaluate the next development steps for the asset.

BIIB also exercised its option and in-licensed worldwide rights from partner Ionis (IONS - Free Report) to develop and commercialize BIIB147, a phase I-ready antisense therapy targeting stathmin 2 pre-mRNA in broad amyotrophic lateral sclerosis. Biogen paid Ionis a $15 million one-time license fee.

Our Take on BIIB’s ResultsBiogen delivered a strong second-quarter performance, beating estimates for both earnings and revenues. Revenues from Biogen’s growth products (Empaveli, Qalsody, Skyclarys, Spinraza, Syfovre, Vumerity, Zurzuvae plus Alzheimer’s revenues from the Leqembi collaboration) rose 24% year over year and surpassed the legacy multiple sclerosis portfolio.

The company also raised its sales and earnings guidance due to an improved underlying business outlook. Shares rose 1.5% in pre-market trading, backed by the better-than-expected results and guidance raise.

So far this year, the stock has risen 16.9% compared with the industry’s 4.5% growth.

Image Source: Zacks Investment Research

Biogen has also strengthened its mid-to-late-stage neurology and immunology pipeline lately with M&A deals. Biogen expects five registrational readouts from its late-stage pipeline over the next four quarters.

However, the company continues to face pressure from declining multiple sclerosis and biosimilar sales, while higher research, commercial and acquisition-related costs weigh on earnings. Biogen’s near-term profitability remains affected by acquired in-process research and development charges and dilution from the Apellis transaction.

BIIB’s Zacks RankBiogen currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways GLW's Springboard plan targets $20B, $30B and $40B sales run rates by 2026, 2028 and 2030, respectively. Optical Communications sales rose 32% year over year, driven by AI and data center demand. Corning discussed Amazon and NVIDIA agreements supporting optical capacity expansion. Corning Incorporated (GLW - Free Report) used its second-quarter 2026 earnings call to highlight accelerating demand from artificial intelligence infrastructure and the progress on its upgraded Springboard growth plan.

Management emphasized expanding optical opportunities, customer partnerships and improving financial performance while outlining a longer-term path toward higher sales and profitability.

GLW Advances Springboard Growth StrategyCEO Wendell Weeks said Corning is entering a new phase of growth as the company executes its Springboard 20-30-40 plan. The strategy targets annualized sales run rates of $20 billion by the end of 2026, $30 billion by 2028 and $40 billion by 2030.

Weeks highlighted that the company expects sales growth to accelerate, with a projected 19% sales CAGR from the fourth quarter of 2026 through the fourth quarter of 2030. Management also expects earnings to grow faster than sales.

The company’s updated strategy is supported by investments in optical communications, photonics and other growth platforms. Management said the plan is designed to improve returns on invested capital and increase free cash flow over time.

Corning Benefits From AI Infrastructure DemandCorning reported strong momentum in Optical Communications, where sales increased 32% year over year to $2.07 billion. Enterprise Networks sales rose 65%, driven by demand for Gen AI-related products and data center infrastructure.

Weeks said AI networking requirements are creating opportunities beyond traditional GPU growth. He pointed to larger AI clusters, bandwidth requirements and the adoption of optical technologies in scale-up networks as drivers of future demand.

The CEO also discussed the potential expansion of Corning’s Photonics platform, which management believes could become a $10 billion market access platform by 2030 as optical technologies move further into advanced computing systems.

GLW Expands Customer PartnershipsCorning highlighted several major customer relationships supporting its growth outlook. Management discussed agreements with Amazon and NVIDIA tied to optical connectivity and expanded manufacturing capacity.

CFO Edward Schlesinger said long-term customer agreements are becoming an increasingly important part of the company’s capacity expansion strategy. These agreements help align investment decisions with customer demand.

During Q&A, a Wolfe Research analyst asked about the scale of long-term agreements within optical businesses. Weeks responded that major capacity expansions will increasingly be supported by these arrangements.

Corning Improves Profitability ProfileFor the second quarter, Corning delivered core sales of $4.74 billion, up 17% year over year, while core EPS increased 30% to 78 cents. Earnings per share beat the Zacks Consensus Estimate of 76 cents, while revenues beat the consensus mark of $4.60 billion. Core gross margin expanded to 39.6% and core operating margin reached 20.9%.

Schlesinger said Optical Communications achieved record profitability, with segment net income increasing 77% year over year to $438 million. He attributed margin improvement to stronger demand for innovative products.

The company also reported adjusted free cash flow of $1.42 billion during the quarter. Management said it expects free cash flow growth to continue while investing in expansion opportunities.

GLW Addresses Market Risks and OutlookManagement expects third-quarter core sales of $4.9 billion to $5 billion, representing approximately 16% year-over-year growth. Core EPS is expected to reach 85 cents to 89 cents, up about 28% year over year.

During Q&A, a Bank of America analyst questioned whether the third-quarter outlook implied slower growth after strong Enterprise performance. Schlesinger said the guidance was intended to reflect continued year-over-year growth and ongoing strength in Enterprise demand.

Management also noted pressure from memory pricing in handheld markets and muted automotive conditions, while expecting Gorilla Glass and other innovation-driven products to outperform broader market trends.

Corning Maintains Focus on Long-Term ExpansionCorning’s management emphasized that AI infrastructure remains a central growth opportunity, with Enterprise Networks and Photonics positioned as key contributors to future expansion.

The company continues to balance near-term execution with long-term investments, including higher capital spending to support optical capacity. Management expects to invest approximately $2 billion in capital expenditures during 2026.

The overall message from the call was centered on scaling new growth platforms, strengthening customer relationships and improving profitability as Corning advances its Springboard objectives.

Zacks Rank and Style Score SignalsCorning currently carries a Zacks Rank #2 (Buy), indicating that earnings estimate revisions are favorable compared with lower-ranked stocks. The Zacks Rank is designed to help identify stocks with stronger potential performance based on earnings estimate trends. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The stock has a Value Score of D, Growth Score of B, Momentum Score of F and a VGM Score of C. Zacks Style Scores use grades from A to F, with stronger scores reflecting more favorable characteristics within each investment style category.

The combination of a Zacks Rank #2 and individual Style Scores provides investors with additional context, though the Zacks Rank can change as analysts update earnings estimates following new company developments.
 

In its upcoming report, Marriott International (MAR - Free Report) is predicted by Wall Street analysts to post quarterly earnings of $3.06 per share, reflecting an increase of 15.5% compared to the same period last year. Revenues are forecasted to be $7.26 billion, representing a year-over-year increase of 7.6%.

The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

That said, let's delve into the average estimates of some Marriott metrics that Wall Street analysts commonly model and monitor.

Analysts forecast 'Revenues- Gross fee revenues' to reach $1.56 billion. The estimate indicates a change of +11.3% from the prior-year quarter.

Based on the collective assessment of analysts, 'Revenues- Net fee revenues' should arrive at $1.53 billion. The estimate points to a change of +11.7% from the year-ago quarter.

Analysts' assessment points toward 'Revenues- Owned, leased, and other revenue' reaching $442.44 million. The estimate suggests a change of +0.3% year over year.

The collective assessment of analysts points to an estimated 'Revenues- Franchise fees' of $1.01 billion. The estimate points to a change of +17.3% from the year-ago quarter.

It is projected by analysts that the 'Comparable Systemwide International Properties - Worldwide - REVPAR' will reach 139 . Compared to the current estimate, the company reported 136 in the same quarter of the previous year.

The average prediction of analysts places 'Rooms - Total' at 1,811,109 . Compared to the current estimate, the company reported 1,735,819 in the same quarter of the previous year.

According to the collective judgment of analysts, 'Rooms - Owned/Leased' should come in at 13,729 . The estimate is in contrast to the year-ago figure of 14,206 .

Analysts predict that the 'Rooms - Franchised' will reach 1,213,083 . The estimate compares to the year-ago value of 1,138,838 .

Analysts expect 'Rooms - Owned/Leased - US & Canada' to come in at 5,539 . The estimate compares to the year-ago value of 5,539 .

The consensus among analysts is that 'Rooms - Owned/Leased - Total International' will reach 8,389 . Compared to the present estimate, the company reported 8,667 in the same quarter last year.

The consensus estimate for 'Comparable Systemwide US & Canada Properties - U.S. & Canada - REVPAR' stands at $148.17 . The estimate compares to the year-ago value of $142.78 .

The combined assessment of analysts suggests that 'Comparable Systemwide International Properties - Asia Pacific excluding China - REVPAR' will likely reach $134.76 . Compared to the present estimate, the company reported $127.23 in the same quarter last year.

View all Key Company Metrics for Marriott here>>>

Over the past month, Marriott shares have recorded returns of +3.5% versus the Zacks S&P 500 composite's +1.9% change. Based on its Zacks Rank #3 (Hold), MAR will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Rocket Lab stock is showing downward bias. Where are RKLB shares going? What Does Rocket Lab’s $266 Million Space Force Contract Mean?Rocket Lab was awarded a $266 million U.S. Space Force contract for 12 suborbital launches, with missions expected to start no earlier than the end of 2026 and work running through Dec. 31, 2028 at the Pacific Spaceport Complex in Alaska. The deal also includes options for six additional HASTE missions (up to 18 total), adding upside tied to follow-on demand rather than a one-time program.

Rocket Lab’s initial read-through earlier this week was bullish, with shares up in Monday’s premarket after the company awarded its largest launch contract to date. The market’s quick fade since then highlights a "good news vs. positioning" setup as traders weigh timing (late-2026 start) against today’s risk appetite.

Rocket Lab Stock: Key Technical Levels To WatchDespite the contract headline, the chart is still in "repair mode," with the stock at $63.50 trading 18.9% below its 20-day SMA ($78.08) and 18.6% below its 200-day SMA ($77.82). It’s also 37.1% below the 50-day SMA ($100.66), which is a clean read that intermediate momentum has been hit hard and overhead supply is likely heavy on rebounds.

MACD is the better momentum lens here: it’s below its signal line and the histogram is negative, which suggests upside pressure is fading unless buyers can reclaim that baseline. Put simply, when MACD sits under the signal line, rallies tend to struggle to "stick" because momentum is cooling versus the prior upswing.

The longer-term structure is mixed: the 20-day SMA is below the 50-day SMA (bearish), but the 50-day SMA remains above the 200-day SMA (a bullish longer-term backdrop that’s been damaged, not fully broken). Key turning points line up with that story—RKLB set its 52-week high at $151.00 in May, then put in a swing low in July, leaving a wide band of potential resistance from prior buyers looking to get back to even.

Key Resistance: $75.00 — a round-number area just below the 20-day average zone where rebounds can stall as overhead supply shows up Key Support: $56.00 — a nearby prior demand area that becomes the key reference if the pullback extends toward the lower end of the recent range Rocket Lab Stock Price Action Wednesday MorningRKLB Stock Price Activity: Rocket Lab shares were down 2.16% at $62.51 Wednesday morning, according to Benzinga Pro data.

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Analysts on Wall Street project that Willis Towers Watson (WTW - Free Report) will announce quarterly earnings of $3.13 per share in its forthcoming report, representing an increase of 9.4% year over year. Revenues are projected to reach $2.43 billion, increasing 7.4% from the same quarter last year.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.

With that in mind, let's delve into the average projections of some Willis Towers Watson metrics that are commonly tracked and projected by analysts on Wall Street.

The consensus estimate for 'Revenue- Health, Wealth and Career' stands at $1.26 billion. The estimate indicates a year-over-year change of +7%.

Analysts' assessment points toward 'Revenue- Reimbursable expenses and other' reaching $29.99 million. The estimate suggests a change of +24.9% year over year.

Analysts expect 'Revenue- Segment Revenue' to come in at $2.40 billion. The estimate indicates a year-over-year change of +7.6%.

It is projected by analysts that the 'Revenue- Risk and Broking' will reach $1.13 billion. The estimate indicates a year-over-year change of +8.4%.

According to the collective judgment of analysts, 'Segment Operating Income- Risk and Broking' should come in at $242.99 million. Compared to the current estimate, the company reported $222.00 million in the same quarter of the previous year.

Analysts forecast 'Segment Operating Income- Health, Wealth and Career' to reach $308.66 million. Compared to the present estimate, the company reported $280.00 million in the same quarter last year.

View all Key Company Metrics for Willis Towers Watson here>>>

Shares of Willis Towers Watson have experienced a change of +21% in the past month compared to the +1.9% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), WTW is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Analysts on Wall Street project that XPO (XPO - Free Report) will announce quarterly earnings of $1.49 per share in its forthcoming report, representing an increase of 41.9% year over year. Revenues are projected to reach $2.28 billion, increasing 9.7% from the same quarter last year.

The current level reflects an upward revision of 1.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.

Given this perspective, it's time to examine the average forecasts of specific XPO metrics that are routinely monitored and predicted by Wall Street analysts.

The consensus estimate for 'Revenue- European Transportation Segment' stands at $881.05 million. The estimate points to a change of +4.8% from the year-ago quarter.

Analysts predict that the 'Revenue- North American Less-Than-Truckload Segment' will reach $1.39 billion. The estimate suggests a change of +12% year over year.

The collective assessment of analysts points to an estimated 'Adjusted operating ratio' of 80.2%. Compared to the current estimate, the company reported 82.9% in the same quarter of the previous year.

The consensus among analysts is that 'Number of working days' will reach 64 . The estimate is in contrast to the year-ago figure of 64 .

Analysts' assessment points toward 'Shipments per day' reaching 51,843 . Compared to the present estimate, the company reported 50,782 in the same quarter last year.

It is projected by analysts that the 'Gross revenue per hundredweight (excluding fuel surcharges)' will reach $26.08 . Compared to the current estimate, the company reported $24.99 in the same quarter of the previous year.

Analysts forecast 'Gross revenue per hundredweight (including fuel surcharges)' to reach $32.43 . Compared to the current estimate, the company reported $29.23 in the same quarter of the previous year.

Analysts expect 'Average weight per shipment' to come in at $1311.4 pounds. The estimate compares to the year-ago value of $1335.0 pounds.

The combined assessment of analysts suggests that 'Net revenue per shipment' will likely reach $424.75 . The estimate compares to the year-ago value of $384.13 .

The average prediction of analysts places 'Pounds per day' at 68 millions of pounds. Compared to the present estimate, the company reported 68 millions of pounds in the same quarter last year.

According to the collective judgment of analysts, 'Adjusted EBITDA- European Transportation Segment' should come in at $42.26 million. Compared to the present estimate, the company reported $44.00 million in the same quarter last year.

Based on the collective assessment of analysts, 'Adjusted EBITDA- North American Less-Than-Truckload Segment' should arrive at $366.72 million. Compared to the present estimate, the company reported $300.00 million in the same quarter last year.

View all Key Company Metrics for XPO here>>>

Over the past month, shares of XPO have returned -0.3% versus the Zacks S&P 500 composite's +1.9% change. Currently, XPO carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Expedia (EXPE - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on August 5, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis online travel company is expected to post quarterly earnings of $5.45 per share in its upcoming report, which represents a year-over-year change of +28.5%.

Revenues are expected to be $4.18 billion, up 10.5% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.56% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Expedia?For Expedia, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.21%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that Expedia will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Expedia would post earnings of $1.41 per share when it actually produced earnings of $1.96, delivering a surprise of +39.01%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Expedia appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerUnited Parks & Resorts (PRKS - Free Report) , another stock in the Zacks Leisure and Recreation Services industry, is expected to report earnings per share of $1.62 for the quarter ended June 2026. This estimate points to a year-over-year change of +11.7%. Revenues for the quarter are expected to be $485.23 million, down 1% from the year-ago quarter.

The consensus EPS estimate for United Parks & Resorts has been revised 1.5% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -12.72%.

When combined with a Zacks Rank of #5 (Strong Sell), this Earnings ESP makes it difficult to conclusively predict that United Parks & Resorts will beat the consensus EPS estimate. The company could not beat consensus EPS estimates in any of the last four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Wall Street analysts forecast that Vertex Pharmaceuticals (VRTX - Free Report) will report quarterly earnings of $4.85 per share in its upcoming release, pointing to a year-over-year increase of 7.3%. It is anticipated that revenues will amount to $3.23 billion, exhibiting an increase of 8.8% compared to the year-ago quarter.

Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.

Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.

That said, let's delve into the average estimates of some Vertex metrics that Wall Street analysts commonly model and monitor.

Analysts' assessment points toward 'Revenues- Product revenues, net' reaching $3.24 billion. The estimate points to a change of +10.1% from the year-ago quarter.

Based on the collective assessment of analysts, 'Revenues by Product- Other product revenues' should arrive at $133.50 million. The estimate indicates a change of -43.5% from the prior-year quarter.

The collective assessment of analysts points to an estimated 'Revenues by Product- Trikafta/Kaftrio' of $2.45 billion. The estimate points to a change of -3.9% from the year-ago quarter.

Analysts forecast 'Revenues by Product- ALYFTREK' to reach $529.27 million. The estimate indicates a change of +237.5% from the prior-year quarter.

View all Key Company Metrics for Vertex here>>>

Over the past month, shares of Vertex have returned -1.3% versus the Zacks S&P 500 composite's +1.9% change. Currently, VRTX carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Key Takeaways EIX is expected to post Q2 earnings of $1.02 per share, up 5.2% year over year.Revenues are projected at $4.72 billion, reflecting 3.9% growth from the prior year.Grid upgrades, rate-base growth and cost controls are likely to support quarterly performance. Edison International (EIX - Free Report) is scheduled to release second-quarter 2026 results on July 30, after market close. The company delivered an earnings surprise of 7.58% in the last reported quarter.

Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.

Factors That are Likely to Have Impacted EIX’s Q2 PerformanceEdison International’s continued investments in grid modernization, wildfire mitigation and infrastructure upgrades are likely to have supported its second-quarter performance. Ongoing spending on system hardening and grid improvement projects is expected to have strengthened operational reliability and supported the company’s long-term growth.

Strong revenue expectations, supported by the continued implementation of Southern California Edison’s approved General Rate Case, are likely to have contributed to the company’s earnings growth in the to-be-reported quarter. Continued recovery of authorized investments is also expected to have supported financial performance.

Increasing electricity demand driven by electrification is likely to have supported Edison International’s revenues during the second quarter. Continued rate-base growth is also expected to have aided the company’s overall performance.

Ongoing cost-control measures and operational efficiency initiatives are likely to have strengthened Edison International’s overall earnings performance in the second quarter.

EIX’s Q2 ExpectationsThe Zacks Consensus Estimate for earnings is pegged at $1.02 per share, indicating a year-over-year increase of 5.2%.

The same for revenues is pinned at $4.72 billion, implying 3.9% growth year over year.

What Our Quantitative Model PredictsOur proven model predicts an earnings beat for Edison International this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.

Earnings ESP: The company’s Earnings ESP is +4.66%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

Zacks Rank: Currently, Edison International carries a Zacks Rank of 2.

Other Stocks to ConsiderInvestors may consider the following players from the same industry, as these also have the right combination of elements to post an earnings beat this reporting cycle.

Ameren (AEE - Free Report) is slated to report its second-quarter 2026 results on July 30, after market close. It has an Earnings ESP of +0.19% and a Zacks Rank of 2 at present.

AEE’s long-term (three to five years) earnings growth rate is 7.7%. The Zacks Consensus Estimate for earnings is pegged at $1.08 per share, which suggests a year-over-year rise of 6.9%.

The Southern Company (SO - Free Report) is scheduled to report its second-quarter 2026 results on July 30, before market open. It has an Earnings ESP of +1.16% and a Zacks Rank of 3 at present.

SO’s long-term earnings growth rate is 11.4%. The Zacks Consensus Estimate for earnings stands at $1.01 per share, which implies a year-over-year increase of 11%.

Vistra (VST - Free Report) is slated to report its second-quarter 2026 results on Aug. 7, before market open. It has an Earnings ESP of +19.75% and a Zacks Rank of 3 at present.

The Zacks Consensus Estimate for revenues stands at $6.38 billion, which suggests a year-over-year rise of 50.1%. The consensus estimate for earnings stands at $2.41 per share, which suggests a year-over-year rise of 138.6%.

For the quarter ended June 2026, Fortive (FTV - Free Report) reported revenue of $1.1 billion, up 7.9% over the same period last year. EPS came in at $0.74, compared to $0.58 in the year-ago quarter.

The reported revenue represents a surprise of +3.89% over the Zacks Consensus Estimate of $1.06 billion. With the consensus EPS estimate being $0.71, the EPS surprise was +4.23%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Fortive performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Sales- Advanced Healthcare Solutions: $338.6 million versus the four-analyst average estimate of $333.78 million. The reported number represents a year-over-year change of +6%.Sales- Intelligent Operating Solutions: $758.2 million versus the four-analyst average estimate of $735.93 million. The reported number represents a year-over-year change of +12.2%.Adjusted Operating Profit (Non-GAAP)- Intelligent Operating Solutions: $248 million compared to the $240.81 million average estimate based on four analysts.Adjusted Operating Profit (Non-GAAP)- Advanced Healthcare Solutions: $83.1 million versus the four-analyst average estimate of $83.97 million.Operating Profit- Intelligent Operating Solutions: $203.5 million versus the two-analyst average estimate of $192.56 million.Operating Profit- Advanced Healthcare Solutions: $38.3 million compared to the $39 million average estimate based on two analysts.View all Key Company Metrics for Fortive here>>>

Shares of Fortive have returned +4.9% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Peabody Energy (BTU - Free Report) came out with a quarterly loss of $0.74 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -138.71%. A quarter ago, it was expected that this coal mining company would post a loss of $0.01 per share when it actually produced a loss of $0.26, delivering a surprise of -2500%.

Over the last four quarters, the company has not been able to surpass consensus EPS estimates.

Peabody Energy, which belongs to the Zacks Coal industry, posted revenues of $1 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.24%. This compares to year-ago revenues of $890.1 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Peabody Energy shares have lost about 21.8% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Peabody Energy?While Peabody Energy has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Peabody Energy was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.37 on $1.14 billion in revenues for the coming quarter and $0.48 on $4.31 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Coal is currently in the top 7% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Warrior Met Coal (HCC - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This company is expected to post quarterly earnings of $1.54 per share in its upcoming report, which represents a year-over-year change of +1300%. The consensus EPS estimate for the quarter has been revised 14.7% lower over the last 30 days to the current level.

Warrior Met Coal's revenues are expected to be $477.79 million, up 60.6% from the year-ago quarter.

Key Takeaways Verisk's Q2 adjusted EPS rose 5.3% y/y to $1.98 as revenues increased 4.3% to $806.3M.Claims revenues grew 6.3%, led by anti-fraud analytics and property and restoration solutions.Verisk reaffirmed its 2026 revenue guidance of $3.19-$3.24B and adjusted EPS of $7.45-$7.75. Verisk (VRSK - Free Report) has reported second-quarter 2026 diluted adjusted earnings of $1.98 per share, beating the Zacks Consensus Estimate of $1.94 by 2.1%. The figure increased 5.3% from the year-ago quarter.

Revenues of $806.3 million topped the consensus mark of $802.4 million by 0.5% and rose 4.3% year over year. Organic constant-currency growth was 5.8%, supported by an 8% increase in underlying subscription revenues and growth across both Underwriting and Claims.

VRSK Posts Higher Insurance RevenuesUnderwriting revenues increased 3.5% year over year to $569 million. On an organic constant-currency basis, revenues advanced 5.6%.

Growth reflected annual price increases tied to continued enhancements in the models and content supporting Verisk’s forms, rules and loss cost services. The company also benefited from sales of expanded catastrophe and risk solutions to new and existing customers.

Verisk Gains From ClaimsClaims revenues rose 6.3% year over year to $237 million. Organic constant-currency growth was 6.1%, outpacing the reported growth rate of the Underwriting business.

The improvement was primarily driven by anti-fraud analytics, and property and restoration solutions. These offerings supported broader Insurance revenue growth as carriers continued using Verisk’s data and technology across underwriting and claims decisions.

VRSK Maintains Strong EBITDA MarginAdjusted EBITDA increased 4.2% year over year to $463.6 million. On an organic constant-currency basis, adjusted EBITDA grew 7.4%, reflecting revenue growth and continued cost discipline.

The adjusted EBITDA margin was 57.5% compared with 57.6% in the prior-year quarter. Adjusted EBITDA expenses increased to $342.7 million from $327.8 million, while operating income rose to $363.7 million from $354.3 million.

Verisk Faces Pressure on GAAP EarningsNet income declined 9.8% year over year to $228.6 million. The net income margin contracted to 28.4% from 32.8%, while diluted GAAP earnings fell 3.3% to $1.75 per share.

The decline reflected a higher effective tax rate, increased net interest expenses and legal fees connected with ongoing litigation. Net interest expenses increased to $52.8 million from $35.5 million, while the effective tax rate rose to 24.6% from 22.7%.

VRSK Delivers Strong Cash Flow GrowthNet cash provided by operating activities jumped 49.7% year over year to $366 million. The free cash flow increased 57.9% to $297.9 million despite capital expenditure rising 22% to $68.1 million.

The cash flow improvement was primarily driven by higher operating profit and the timing of certain vendor and tax payments. Verisk ended June with $551.4 million in cash and cash equivalents compared with $2.18 billion at the end of 2025.

Verisk Accelerates Capital ReturnsThe company entered a $200-million accelerated share repurchase program during the quarter. It received an initial delivery of 949,190 shares at an initial price of $179.10, representing roughly 85% of the aggregate purchase price.

In the first six months of 2026, Verisk funded aggregate share repurchases of $1.9 billion and received an initial delivery of 8.5 million shares at an average price of $186.32. The company had $800 million remaining under its repurchase authorization at the quarter-end.

Verisk Advances Data & AI StrategyManagement said that Verisk continues to invest in proprietary datasets and deploy advanced artificial intelligence technologies across those assets. The strategy is aimed at generating differentiated insights and strengthening value for insurance clients.

The company expects growth to return to levels consistent with its Investor Day targets during the second half of 2026. Verisk also approved another quarterly cash dividend of 50 cents per share, payable Sept. 30, to shareholders of record as of Sept. 15.

VRSK Reaffirms 2026 OutlookVerisk maintained its 2026 revenue guidance of $3.19-$3.24 billion. Management expects adjusted EBITDA of $1.79-$1.83 billion and an adjusted EBITDA margin of 56-56.5%.

Diluted adjusted earnings are projected between $7.45 and $7.75 per share. The company expects a tax rate of 23-26%, capital expenditure of $260-$280 million and interest expenses of $190-$200 million.

VRSK carries a Zacks Rank #4 (Sell) at present.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Earnings SnapshotIQVIA Holdings Inc. (IQV - Free Report) reported second-quarter 2026 adjusted earnings of $3.15 per share, rising 12.1% year over year and beating the Zacks Consensus Estimate of $3.02 by 4.3%.

Revenues of $4.36 billion increased 8.7% and topped the consensus mark of $4.29 billion by 1.6%.

Waste Connections, Inc. (WCN - Free Report) reported impressive second-quarter 2026 results.

WCN reported second-quarter 2026 adjusted earnings of $1.50 per share, beating the Zacks Consensus Estimate of $1.35 by 11.1%. Earnings increased 16.3% from $1.29 in the year-ago quarter.

Revenues of $2.56 billion surpassed the consensus estimate of $2.53 billion by 1.1% and rose 6.4% year over year.

Lennox International (LII - Free Report) came out with quarterly earnings of $7.72 per share, beating the Zacks Consensus Estimate of $7.63 per share. This compares to earnings of $7.82 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +1.18%. A quarter ago, it was expected that this manufacturer of furnaces, air conditioners and other products would post earnings of $3.16 per share when it actually produced earnings of $3.35, delivering a surprise of +6.01%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Lennox, which belongs to the Zacks Building Products - Air Conditioner and Heating industry, posted revenues of $1.55 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.12%. This compares to year-ago revenues of $1.5 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Lennox shares have added about 12.1% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Lennox?While Lennox has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Lennox was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $7.96 on $1.59 billion in revenues for the coming quarter and $24.45 on $5.63 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Building Products - Air Conditioner and Heating is currently in the top 14% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Tecogen Inc. (TGEN - Free Report) , is yet to report results for the quarter ended June 2026.

This company is expected to post quarterly loss of $0.09 per share in its upcoming report, which represents a year-over-year change of -50%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Tecogen Inc.'s revenues are expected to be $5.92 million, down 18.9% from the year-ago quarter.

Key Takeaways Rollins faced weaker consumer-led residential demand, while relationship-based channels outperformed.Commercial revenues rose 8.6%, termite gained 10.5% and residential pest control increased 6.6%.Technology improved miles driven per vehicle by 8%, helping offset a 30% rise in fuel costs. Rollins, Inc. (ROL - Free Report) is working through a more uneven demand backdrop as its pest-control model continues to evolve.

The key issue is not whether demand disappeared, but where it shifted. Consumer-led residential activity softened, while commercial, termite, technology and acquisitions remain central to the long-term growth story.

Rollins Sees Demand Shift Across Sales ChannelsRollins reported that second-quarter results fell short of expectations because certain residential brands, including Orkin, were more exposed to consumer-initiated demand through search, digital media and inbound calls. Lead volume weakened during the quarter, pressuring residential customer acquisition.

The softness was not uniform. Relationship-based channels, including home builders and door-to-door selling, delivered organic growth above the company’s targeted 7-8% range. HomeTeam produced double-digit residential growth, while Fox grew organically in the high teens, underscoring the value of Rollins’ multi-brand model.

ROL’s Commercial and Termite Units Gain GroundThe mix shift was visible in second-quarter service-line results. Commercial pest control revenues increased 8.6%, and termite and ancillary revenues rose 10.5%, compared with 6.6% growth in residential pest control.

That matters because commercial and termite activity can help cushion periods when consumer-driven residential leads are less dependable. Rentokil Initial plc (RTO - Free Report) , which operates the Rentokil Terminix business in North America, also keeps investor attention on pest-control scale and route density. Ecolab Inc. (ECL - Free Report) , through its pest elimination operations, adds another reference point for commercial service demand.

Rollins Technology Targets Labor EfficiencyRollins still operates a labor-intensive service model, so efficiency depends on how well technicians are routed, scheduled and supported in the field. In the second quarter, management said miles driven per vehicle per month improved 8%, helping offset a 30% rise in fuel costs.

Technology tools such as VRM and Orkin 2.0 can reduce unnecessary travel and improve service density. BOSS and BizSuite can also support payments, customer support and commercial selling, which should matter as Rollins works to align labor capacity with variable demand.

ROL Keeps Using Acquisitions to ScaleAcquisitions remain part of Rollins’ growth formula. The company completed six acquisitions in the second quarter, including Romex in early April, and spent $117 million on acquisitions during the period.

Purchased businesses can accelerate market-share gains, customer additions and geographic expansion in a fragmented industry. Still, the strategy requires careful integration. Goodwill rose to $1.45 billion at June 30, 2026, from $1.37 billion at Dec. 31, 2025, showing how acquisitions are expanding the balance sheet as well as the revenue base.

Rollins Protects Shareholder Returns With DividendsRollins has continued returning cash to shareholders even as near-term operating pressure has increased. Annual dividend payments rose from $264.3 million in 2023 to $327.9 million in 2025.

The company also paid $88 million in dividends in the second quarter of 2026 and reported dividends paid per share of 18.25 cents. For income-focused investors, that consistency may help offset concerns around softer residential lead flow and margin pressure.

ROL Scores Highlight a Split Trend OutlookThe bottom line is that Rollins’ outlook is split between near-term estimate pressure and longer-term operating levers. Technology, acquisitions and recurring service demand remain useful supports, but weaker consumer-initiated residential demand has reduced the margin for execution errors.

ROL carries a Zacks Rank #5 (Strong Sell) at present.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The stock has a Growth Score of B and Momentum Score of B, while its VGM Score of C is more neutral. Since Style Scores are designed to complement the Zacks Rank, the positive Growth and Momentum readings do not override the caution signaled by the Rank.

Parsons (PSN - Free Report) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of $0.74. This compares to earnings of $0.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -108.11%. A quarter ago, it was expected that this software and infrastructure services provider would post earnings of $0.7 per share when it actually produced earnings of $0.79, delivering a surprise of +12.86%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Parsons, which belongs to the Zacks Technology Services industry, posted revenues of $1.58 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.92%. This compares to year-ago revenues of $1.58 billion. The company has not been able to beat consensus revenue estimates over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Parsons shares have added about 0.4% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Parsons?While Parsons has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Parsons was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.86 on $1.76 billion in revenues for the coming quarter and $3.28 on $6.64 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the bottom 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Symbotic Inc. (SYM - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This company is expected to post quarterly earnings of $0.12 per share in its upcoming report, which represents a year-over-year change of +340%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Symbotic Inc.'s revenues are expected to be $714.76 million, up 20.7% from the year-ago quarter.

GE Aerospace: Qatar Deal Fuels Multi-Billion Dollar Growth EngineGE HealthCare Technologies NASDAQ: GEHC reported second-quarter results marked by strong order growth, a record backlog and continued momentum in its Advanced Imaging Solutions and Pharmaceutical Diagnostics businesses, while Patient Care Solutions remained pressured by operational fulfillment issues.

President and CEO Peter Arduini said orders rose 11% year over year, supported by demand across the company’s three segments and geographies. The company ended the quarter with a record $23.9 billion backlog, up $2.6 billion from a year earlier and $2.1 billion sequentially, while book-to-bill reached 1.15x.

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Honeywell’s Breakup: Is HON Stock a Sweet Deal for Investors?“There really weren't any particular one-timers” behind the order performance, Arduini said during the company’s earnings call, attributing the growth to broad-based commercial execution, its legacy portfolio and contributions from newer products. He said demand was strong across ultrasound, MR, CT, molecular imaging, vascular labs and patient monitoring.

Second-quarter results and outlook Revenue totaled $5.3 billion, representing 3.5% organic growth from the prior-year period. Product revenue increased 4.7%, while service revenue grew 7.7%, aided by operational performance and the recent Intelerad acquisition.

Ultrasound Weight Loss: GE HealthCare and Novo Nordisk’s PlayAdjusted EBIT was $750 million, including $23 million of recognized refunds related to tariffs incurred during the first quarter. Adjusted EBIT margin was 14.2%, down 40 basis points year over year. Adjusted earnings per share rose 6.6% to $1.13, including a $0.04 benefit from tariff refunds and a $0.02 benefit from a lower tax rate compared with the prior year.

Free cash flow was $68 million during the quarter, including $107 million in tariff refunds. The company repurchased about $200 million of shares and continued paying its dividend.

GE HealthCare maintained its full-year outlook, calling for:

Organic sales growth of 3% to 4%; Adjusted EBIT margin expansion of 10 to 40 basis points, resulting in a 15.4% to 15.7% margin range; Adjusted EPS of $4.80 to $5.00, representing about 5% to 9% year-over-year growth; and Approximately $1.6 billion of free cash flow. For the third quarter, the company expects organic revenue growth of 3% to 4% and low-double-digit adjusted EPS growth year over year.

Chief Financial Officer Jay Saccaro said the company entered the third quarter with equipment revenue nearly 85% secured, several percentage points above prior quarters. He also said second-half performance is expected to benefit from Patient Care Solutions stabilization, increased radiopharmaceutical sales and growth from Flyrcado.

Imaging and diagnostics drove growth Advanced Imaging Solutions, which combines the former Imaging and Advanced Visualization Solutions businesses, posted 5% organic revenue growth. Performance was led by cardiovascular and interventional solutions, CT and molecular imaging. Segment EBIT margin expanded 90 basis points year over year, helped by volume and pricing, partly offset by inflation.

Pharmaceutical Diagnostics delivered 14.6% organic revenue growth, driven by contrast media volumes and pricing and by U.S. radiopharmaceutical growth. Segment EBIT margin increased 30 basis points to 29.6% despite planned investments in new products and the innovation pipeline.

Arduini highlighted double-digit revenue growth for Vizamyl, an amyloid PET imaging agent, which he linked to increased therapy adoption and broader diagnostic capabilities for Alzheimer’s disease. The company also delivered 545 Flyrcado doses in the week ended July 24, about 40% above April levels. GE HealthCare said it added customers during the quarter and expects their utilization to increase in the second half.

The company reiterated its expectation that Flyrcado can generate annual revenue of $500 million or more by 2028. Saccaro said current demand for contrast media is approaching total market supply, while Arduini said the company expects the contrast market to benefit from procedure growth over time.

GE HealthCare also cited customer interest in its photon-counting CT platform, Photonova Spectra, and expects CE marking in the second half of 2026. The company said the platform was not a material contributor to second-quarter orders but could become a more meaningful growth driver late this year and in 2027.

Patient Care Solutions under review Patient Care Solutions organic revenue declined 13.5%, and the segment generated negative EBIT. Management attributed the results to operational fulfillment challenges, including shortages of critical components that constrained the company’s ability to fill certain orders.

Arduini said the company has implemented supply and manufacturing changes intended to improve shipment velocity and backlog conversion for its monitoring and anesthesia product lines. He said July had started well and that management expects sequential improvement in both sales and profitability during the second half.

Despite the revenue decline, Patient Care Solutions reported strong first-half orders growth, particularly in monitoring, driven by new platforms and a sales-force realignment. Demand for premium anesthesia products internationally also contributed.

The company is conducting a strategic review of Patient Care Solutions, considering continued ownership, a sale or other value-enhancing transactions. Arduini said the review will assess the portfolio, geographic footprint, cost structure and whether the business could perform better under another owner. He said it was too early to discuss potential uses of any proceeds from a transaction.

Margins, inflation and leadership transition Saccaro said inflation created a roughly 120-basis-point headwind to second-quarter margins, reflecting higher memory chip, oil, freight and other component costs. He said the company’s $250 million inflation assumption remains appropriate and that price and cost actions taken during the second quarter are expected to contribute more meaningfully in the second half and into 2027.

Arduini said newer products are being designed with higher clinical value, pricing and gross-margin potential. He cited the Vivid Pioneer ultrasound platform as an example of a product with AI capabilities, lower manufacturing costs and higher gross margins than its predecessor.

The company also announced that Saccaro will leave GE HealthCare for a role that expands beyond finance. George Newcomb, the company’s controller and chief accounting officer, will serve as interim CFO while the company conducts its search for a permanent successor.

About GE HealthCare Technologies (NASDAQ:GEHC)GE HealthCare Technologies NASDAQ: GEHC is a global medical technology and diagnostics company that develops, manufactures and markets a broad range of products and services for healthcare providers. Its portfolio centers on diagnostic imaging systems, including MRI, CT, PET and X-ray modalities, as well as ultrasound equipment. The company also supplies patient monitoring and anesthesia delivery systems, interventional and surgical imaging solutions, and molecular imaging technologies used in both clinical care and research settings.

In addition to hardware, GE HealthCare offers software, analytics and lifecycle services aimed at improving clinical workflows and equipment uptime.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Penske Automotive (PAG - Free Report) came out with quarterly earnings of $3.62 per share, beating the Zacks Consensus Estimate of $3.38 per share. This compares to earnings of $3.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.10%. A quarter ago, it was expected that this auto dealership chain would post earnings of $2.91 per share when it actually produced earnings of $3.05, delivering a surprise of +4.81%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Penske, which belongs to the Zacks Automotive - Retail and Whole Sales industry, posted revenues of $8.51 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 7.40%. This compares to year-ago revenues of $7.66 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Penske shares have added about 39% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Penske?While Penske has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Penske was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.51 on $8.08 billion in revenues for the coming quarter and $13.45 on $32.13 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Retail and Whole Sales is currently in the bottom 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Titan Machinery (TITN - Free Report) , is yet to report results for the quarter ended July 2026.

This agriculture and construction equipment seller is expected to post quarterly loss of $0.33 per share in its upcoming report, which represents a year-over-year change of -26.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Titan Machinery's revenues are expected to be $489.03 million, down 10.5% from the year-ago quarter.

Analysts on Wall Street project that Guardant Health (GH - Free Report) will announce quarterly loss of -$0.40 per share in its forthcoming report, representing an increase of 9.1% year over year. Revenues are projected to reach $316 million, increasing 36.2% from the same quarter last year.

The consensus EPS estimate for the quarter has been revised 0.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.

Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.

While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.

That said, let's delve into the average estimates of some Guardant Health metrics that Wall Street analysts commonly model and monitor.

Analysts' assessment points toward 'Revenue- Oncology' reaching $211.43 million. The estimate indicates a year-over-year change of +33.2%.

The combined assessment of analysts suggests that 'Revenue- Screening' will likely reach $44.83 million. The estimate suggests a change of +202.6% year over year.

The consensus among analysts is that 'Revenue- Biopharma and data' will reach $57.89 million. The estimate suggests a change of +3.3% year over year.

The consensus estimate for 'Total tests performed (oncology tests)' stands at 89,203 . Compared to the present estimate, the company reported 64,000 in the same quarter last year.

View all Key Company Metrics for Guardant Health here>>>

Shares of Guardant Health have demonstrated returns of -4.3% over the past month compared to the Zacks S&P 500 composite's +1.9% change. With a Zacks Rank #4 (Sell), GH is expected to lag the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

CBRE Group (CBRE - Free Report) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +6.12%. A quarter ago, it was expected that this provider of real estate investment management services would post earnings of $1.13 per share when it actually produced earnings of $1.61, delivering a surprise of +42.48%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

CBRE, which belongs to the Zacks Real Estate - Operations industry, posted revenues of $11.23 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.54%. This compares to year-ago revenues of $9.75 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

CBRE shares have lost about 8.6% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for CBRE?While CBRE has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for CBRE was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.82 on $11.66 billion in revenues for the coming quarter and $7.75 on $46.95 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Real Estate - Operations is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, RMR Group (RMR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This real estate management services provider is expected to post quarterly earnings of $0.20 per share in its upcoming report, which represents a year-over-year change of -28.6%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

RMR Group's revenues are expected to be $162.67 million, up 5.1% from the year-ago quarter.

Key Takeaways Crescent Energy is expected to post Q2 profit of 59 cents per share on $1.2 billion in revenues.Oil sales prices are estimated at $88 per barrel, versus $61 a year ago, supporting revenue and cash flow.Natural gas prices are projected at 98 cents per Mcf, down from $2.71, potentially weighing on results. Crescent Energy Company (CRGY - Free Report) is set to release second-quarter 2026 results on Aug. 3. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 59 cents per share on revenues of $1.2 billion.

Let’s delve into the factors that might have influenced the upstream energy firm’s performance in the June quarter. But it’s worth taking a look at Crescent Energy’s previous-quarter results first.

Highlights of Q1 Earnings & Surprise HistoryIn the last reported quarter, the Houston, TX-based onshore oil and gas producer beat the consensus mark due to record production and early Permian integration gains. Crescent Energy had reported adjusted earnings per share of 53 cents, which surpassed the Zacks Consensus Estimate by 14 cents. Sales of $1.2 billion also beat the consensus mark by 0.3%.

CRGY topped the Zacks Consensus Estimate for earnings in each of the last four quarters. The energy operator has a trailing four-quarter earnings surprise of 53.6%, on average. This is depicted in the graph below:

Trend in Estimate RevisionThe Zacks Consensus Estimate for the third-quarter bottom line has been revised 3.5% upward in the past seven days. The estimated figure indicates a 37.2% improvement year over year. The Zacks Consensus Estimate for revenues also suggests a 37.2% increase from the year-ago period.

Factors to ConsiderCrescent Energy's second-quarter 2026 results were likely supported by firmer realized oil prices. The Zacks Consensus Estimate for average oil sales price stands at $88 per barrel, well above the $61 recorded in the year-ago quarter, pointing to a much stronger pricing environment. Better oil realizations generally translate into higher revenue and cash flow for producers with meaningful crude exposure. If Crescent captured a similar pricing trend during the quarter, stronger oil revenues could have provided a meaningful lift to earnings despite normal production variability.

The outlook for oil revenues also appears constructive heading into the quarter. The Zacks Consensus Estimate for second-quarter 2026 oil revenues is pegged at a little more than $1 billion, representing a notable increase from the $602 million in the second quarter of 2025. Such an improvement suggests expectations for stronger revenue generation, supported by favorable commodity pricing and operating conditions. Since oil remains Crescent Energy's primary earnings driver, higher expected oil revenues likely strengthened the company's overall earnings profile and could have contributed positively to quarterly profitability.

While oil fundamentals appear supportive, natural gas could have remained a headwind. The Zacks Consensus Estimate for second-quarter 2026 average natural gas sales price is 98 cents per thousand cubic feet (Mcf), sharply below the year-ago mark of $2.71 per Mcf. Such a steep decline in expected gas realizations likely weighed on revenue generated from the company's gas production. Even if production volumes remained stable, weaker pricing could have offset part of the benefit from stronger oil markets, limiting overall earnings growth.

What Does Our Model Say?The proven Zacks model does not conclusively predict an earnings beat for CRGY for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of beating estimates. But that’s not the case here.

You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, for this company is -8.94%.

Zacks Rank: CRGY currently carries a Zacks Rank #3.

Stocks to ConsiderWhile an earnings beat looks uncertain for Crescent Energy, here are some firms from the energyspace that you may want to consider based on our model:

Devon Energy (DVN - Free Report) : It has an Earnings ESP of +0.61% and a Zacks Rank #3.Devon Energy is scheduled to release earnings on Aug. 4.

You can see the complete list of today’s Zacks #1 Rank stocks here.

For 2026, Devon Energy has a projected earnings growth rate of 18.4%. Valued at around $26.8 billion, it has gained 26.3% in a year.

Magnolia Oil & Gas (MGY - Free Report) : It has an Earnings ESP of +4.28% and a Zacks Rank #3.Magnolia Oil & Gas is scheduled to release earnings on Aug. 5.

For 2026, Magnolia Oil & Gas has a projected earnings growth rate of 50.3%. Valued at around $4.4 billion, it has lost 4% in a year.

Excelerate Energy (EE - Free Report) : It has an Earnings ESP of +11.04% and a Zacks Rank #3.Excelerate Energy is scheduled to release earnings on Aug. 5.

For 2026, Excelerate Energy has a projected earnings growth rate of 18.8%. Valued at around $4.3 billion, it has gained 48.1% in a year.

Strategic Education (STRA - Free Report) came out with quarterly earnings of $1.76 per share, missing the Zacks Consensus Estimate of $1.79 per share. This compares to earnings of $1.52 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -1.68%. A quarter ago, it was expected that this for-profit education company would post earnings of $1.51 per share when it actually produced earnings of $1.42, delivering a surprise of -5.96%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Strategic Education, which belongs to the Zacks Schools industry, posted revenues of $337.26 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.14%. This compares to year-ago revenues of $321.47 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Strategic Education shares have added about 1.5% since the beginning of the year versus the S&P 500's gain of 8.5%.

What's Next for Strategic Education?While Strategic Education has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Strategic Education was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.89 on $325.77 million in revenues for the coming quarter and $7.20 on $1.29 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Schools is currently in the top 36% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Laureate Education (LAUR - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.

This for-profit higher education purveyor is expected to post quarterly earnings of $0.96 per share in its upcoming report, which represents a year-over-year change of +21.5%. The consensus EPS estimate for the quarter has been revised 1.1% higher over the last 30 days to the current level.

Laureate Education's revenues are expected to be $605.46 million, up 15.5% from the year-ago quarter.

Key Takeaways Badger Meter is building a connected water platform around cellular AMI, BEACON software and BlueEdge.Cellular AMI and software can turn meter deployments into recurring revenue and deeper utility workflows.Utility water sales fell 8% in Q2 2026, but organic sales rose 8% sequentially as projects deployed. Badger Meter, Inc. (BMI - Free Report) has moved well beyond its legacy as a meter manufacturer. Its growth case now depends on connected water-management tools that combine measurement hardware, communications, analytics and customer engagement.

That shift matters because utilities are modernizing water networks over multi-year periods. Cellular advanced metering infrastructure, recurring software and broader monitoring capabilities support the long-term story, even as project timing continues to pressure near-term comparisons.

Badger Meter Builds a Connected Water PlatformBadger Meter operates through utility water and flow instrumentation product lines. The company estimates that more than 95% of its products serve water-related applications, giving it a focused position across water measurement, control and data.

The platform combines ORION Cellular endpoints, BEACON software and the BlueEdge suite. Together, these offerings connect meters with communications, data visualization, analytics and customer-facing tools, helping utilities manage water use and system performance rather than simply collect reads.

BMI Turns AMI Hardware Into Recurring SoftwareCellular AMI lets utilities collect timely network data without building a dedicated communications network. That infrastructure-free model is central to BMI’s Network as a Service positioning and supports adoption as utilities look for resiliency, flexibility and lower operational complexity.

Software adds another layer to the hardware sale. BEACON, EyeOnWater Premium, the BEACON Field app and Cobalt embedded artificial intelligence extend the relationship after installation. These tools can turn meter deployments into hardware-enabled recurring software revenue and make Badger Meter more embedded in utility workflows.

Itron, Inc. (ITRI - Free Report) is relevant in this context because it also serves utilities with intelligent infrastructure and smart metering solutions across energy, water and city applications. Xylem Inc. (XYL - Free Report) adds another comparison point as a global water technology company focused on water and wastewater solutions, underscoring the broader investor focus on digital water infrastructure.

Badger Meter Expands Beyond the MeterBadger Meter’s BlueEdge strategy also reaches beyond clean-water metering. SmartCover added sensors, software and services for continuous sewer-level and lift-station monitoring, broadening the company’s position in wastewater collection.

The applications are operationally practical. SmartCover can help utilities detect overflows, analyze inflow and infiltration, reduce unnecessary cleaning and monitor pump-station performance. UDlive, acquired effective May 1, 2026, further extends sewer-line monitoring hardware and software, expanding Badger Meter’s capabilities across the United States and United Kingdom.

BMI Faces Uneven Project Timing in 2026Second-quarter 2026 results showed the tension between long-term demand and uneven deployments. Utility water sales declined 8% year over year, or 9% excluding UDlive, as advanced metering infrastructure project pacing remained uneven.

The sequential trend was better. Organic utility sales increased 8% from the first quarter as PRASA shipments and several other awarded projects began initial deployment. Management described the broader nine-project cohort as solid, while still noting that implementation varies with customer schedules and installation timing.
Badger Meter expects base quarterly revenue to improve sequentially through the rest of 2026. Full-year revenue excluding acquisitions is still expected to be roughly flat with 2025, with year-over-year growth more heavily weighted toward the fourth quarter.

Image Source: Zacks Investment Research

Badger Meter's Signals Stay BalancedBadger Meter has durable water-sector demand, a differentiated cellular AMI position, rising software attachment and a broader BlueEdge portfolio. Management’s five-year framework still calls for high-single-digit sales growth, supported by replacement demand, AMI adoption and hardware-enabled recurring software.

Risks remain visible. Electronic component costs and availability pressures tied to artificial intelligence and data-center demand have not eased. Project execution can shift by quarter, some contracts do not include full escalation protection, and the stock’s premium valuation leaves less room for disappointment.

Badger Meter’s long-term water-management platform is attractive, but near-term project unevenness, cost pressures and a forward earnings multiple of 31.42X as of July 28, 2026, keep the risk-reward from looking one-sided.

Badger Meter currently has a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.