Key Takeaways BAH beat Q3 FY26 EPS and revenue estimates, with profits up 14.2%, while revenues fell 11.4% year over year.BAH benefits from multi-year government contracts that ensure steady revenues and reduced market volatility.Rising operating costs and intense consulting competition have dampened BAH's profitability and scalability.Booz Allen Hamilton’s (BAH) top line is expected to gain from long-term government contracts, providing steady revenues and reduced exposure to market volatility. The company ...

Key Takeaways PL stock has jumped 402.4% in a year, outpacing its sector, industry and the S&P 500 composite.Strong subscription growth, a $734.5M backlog and government demand support revenue visibility.Despite gains, PL remains unprofitable with high costs and a price-to-sales ratio far above industry norms.Shares of Planet Labs (PL) have gained 402.4% in a year, outperforming the industry, its sector as well as the Zacks S&P 500 composite. Planet Labs is a leading provider of Earth-imaging data and geosp ...

Key Takeaways AT&T introduced its first end-to-end IoT suite, AT&T Connected Spaces, now available in AWS Marketplace.The solution combines sensors, secure cloud and dashboards to deliver a plug-and-play setup and insights.Designed for SMBs, T's platform scales devices with longer battery life and supports diverse use cases.AT&T, Inc. (T) recently introduced its first end-to-end IoT solution, the AT&T Connected Spaces, in AWS Marketplace. The comprehensive solution suite offers several features that simplif ...

行业整体展望 - 对Zacks外国汽车行业的展望保持谨慎 尽管关键市场存在需求韧性 [1] - 行业前景受到更广泛的盈利能力担忧和竞争加剧的影响 [1] - 行业高度依赖商业周期和经济状况 技术广泛应用导致市场根本性重组 [3] - 更严格的排放和燃油经济性目标以及充电基础设施的扩建推动了绿色汽车的销售 [3] - 随着公司加强电气化竞争 竞争日趋激烈 [3] 主要区域市场分析 - 中国汽车市场在2025年达到创纪录水平 汽车销量和产量连续第三年超过3000万辆 主要由新能源汽车的强劲需求推动 [4] - 预计中国2026年增长将放缓 因2025年的强劲表现已消化大部分被压抑需求 且新能源汽车政策支持逐步缩减 [1][4] - 欧洲汽车销量在2025年实现约2.5%的温和增长 预计2026年势头将持续 [5] - 欧洲需求进一步向大众市场和电动车型转移 这两者通常利润率较低 加上竞争加剧和持续重组 预计利润率将承压 [1][5] - 日本汽车市场在2025年稳步改善 汽车销量增长约3.3% 2026年生产前景改善 [6] - 日本市场继续向电气化转变 混合动力汽车仍占主导地位 同时纯电动汽车的普及率逐渐提高 [6] - 印度汽车市场在2025年实现增长 汽车销量增长约5% 受政府主导的减税政策支持 [7] - 印度对电动出行的推动正稳步重塑汽车格局 政策激励和新车型发布支持了采用率的上升 [7][8] 行业排名与市场表现 - Zacks汽车-外国行业目前排名第184位 处于约245个Zacks行业中垫底的25% [9] - 该行业排名靠后是由于成分股公司整体盈利前景负面 过去一年对2026年的盈利预期已下调62.6% [10] - 过去一年 该行业股价上涨11% 表现落后于标普500指数（上涨约16%）和汽车轮胎卡车行业（上涨约14%） [12] 行业估值 - 基于过去12个月的企业价值与息税折旧摊销前利润比率 该行业目前交易于10.48倍 低于标普500指数的18.90倍和汽车轮胎卡车行业的27.29倍 [15] - 过去五年 该行业的EV/EBITDA比率最高为12.48倍 最低为6.97倍 中位数为9.24倍 [16] 值得关注的股票：小鹏汽车 - 小鹏汽车继续成为中国增长最快的电动汽车制造商之一 2025年汽车交付量同比增长126%至429,445辆 [19] - 产品线涵盖轿车、SUV和多用途车 并通过MONA M03等车型扩大对注重价值的买家的吸引力 [19] - 国际扩张势头强劲 2025年海外交付量增长96% 业务进入60个国家和地区 [20] - 公司在人工智能驱动的智能驾驶系统和先进软件方面具有技术领导地位 并投资于飞行汽车和人形机器人等未来技术 [20] - 小鹏汽车目前Zacks评级为2（买入） 市场对其2026年销售额和利润的共识预期分别意味着同比增长35%和170% [21] 值得关注的股票：日产汽车 - 日产汽车是日本领先的汽车制造商之一 正在其“The Arc”战略下进行重大重置 [24] - 公司启动了积极的成本削减计划 目标是在2026财年前节省高达5000亿日元 措施包括关闭工厂、降低劳动力成本和重组生产 [24] - 日产正在加速其电气化进程 近期推出了面向欧洲的第六代Micra EV和第三代LEAF 并与SK On达成长期电池供应协议 [25] - 公司投资于先进技术 包括其下一代ProPILOT系统 并计划在2027年前在日本推出自动驾驶共享出行服务 [25] - 日产汽车目前Zacks评级为2 市场对其2027财年销售额和利润的共识预期分别意味着同比增长1%和127% [26] 值得关注的股票：马自达汽车 - 马自达汽车利用其强大的品牌和高品质车辆声誉 通过更严格的产品组合和战略执行来稳步提高盈利能力 [29] - 公司已决定放缓其电动汽车推出速度 下一款主要电动汽车预计在2029年左右 反映出对市场需求、政策支持和充电基础设施准备情况的重新评估 [29] - 马自达正将更多重点转向混合动力汽车 并正在开发一套内部混合动力系统 预计将在2027款年左右在一款高销量车型上首次亮相 [29][30] - 公司正在扩大其混合动力和插电式混合动力汽车阵容 如CX-50 Hybrid、CX-70 PHEV和CX-90 PHEV [30] - 马自达汽车目前Zacks评级为2 市场对其2027财年销售额和利润的共识预期分别意味着同比增长8%和700% [31]

Community Financial System (CBU) reported $216.33 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.7%. EPS of $1.07 for the same period compares to $0.94 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $213.34 million, representing a surprise of +1.4%. The company delivered an EPS surprise of -5.31%, with the consensus EPS estimate being $1.13.While investors scrutinize revenue and earnings changes year-over-year and how they com ...

For the quarter ended December 2025, First Bancorp (FBP) reported revenue of $257.17 million, up 6.5% over the same period last year. EPS came in at $0.55, compared to $0.46 in the year-ago quarter.The reported revenue represents a surprise of +1.09% over the Zacks Consensus Estimate of $254.4 million. With the consensus EPS estimate being $0.52, the EPS surprise was +6.8%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Popular (BPOP) reported $823.84 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 9.1%. EPS of $3.38 for the same period compares to $2.51 a year ago.The reported revenue represents a surprise of +1.1% over the Zacks Consensus Estimate of $814.9 million. With the consensus EPS estimate being $3.02, the EPS surprise was +11.8%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

Key Takeaways Floor & Decor is gaining share through store expansion, cost discipline and adjacent category growth.Home Depot faces demand pressure despite Pro investments and AI-driven project planning tools.Consensus shows stronger 2026 sales and earnings growth projections for FND compared to HD.The Home Depot, Inc. (HD) and Floor & Decor Holdings, Inc. (FND) operate in the broader home improvement retail space. Home Depot, with a market capitalization of roughly $384.8 billion, is the industry’s dominan ...

Key Takeaways NUE reported Q4 EPS of $1.73, missing estimates, while net sales rose 8.6% year over year.Steel Mills earnings fell sequentially on lower volumes and margin compression, mainly in sheet.Nucor expects Q1 earnings to rise, led by higher volumes and prices in Steel Mills.Nucor Corporation (NUE) reported earnings of $1.64 per share for the fourth quarter of 2025, up from $1.22 in the year-ago quarter.Barring one-time items, earnings were $1.73 per share for the quarter. It missed the Zacks Consens ...

Key Takeaways HON will release Q4 2025 results on Jan. 29, with consensus revenues of $10.16B and EPS of $2.54.Aerospace Technologies sales are seen up 19% to $4.31B on aviation aftermarket demand and defense strength.Energy and Sustainability Solutions revenues are expected to drop 29.9% to $1.22B amid UOP licensing delays.Honeywell International Inc. (HON) is scheduled to release fourth-quarter 2025 results on Jan. 29, before market open.The Zacks Consensus Estimate for HON’s fourth-quarter revenues is pe ...