Wall Street expects a year-over-year decline in earnings on higher revenues when Graham (GHM) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 6, might help the stock move higher if these key numbers are better than expectations. ...

Standex International (SXI) came out with quarterly earnings of $2.08 per share, beating the Zacks Consensus Estimate of $2 per share. This compares to earnings of $1.91 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +3.87%. A quarter ago, it was expected that this equipment manufacturing company would post earnings of $1.94 per share when it actually produced earnings of $1.99, delivering a surprise of +2.58%.Over the last f ...

Parker-Hannifin (PH) came out with quarterly earnings of $7.65 per share, beating the Zacks Consensus Estimate of $7.15 per share. This compares to earnings of $6.53 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.93%. A quarter ago, it was expected that this maker of motion and control products would post earnings of $6.67 per share when it actually produced earnings of $7.22, delivering a surprise of +8.25%.Over the last ...

Dover Corporation (DOV) came out with quarterly earnings of $2.51 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.10%. A quarter ago, it was expected that this company would post earnings of $2.5 per share when it actually produced earnings of $2.62, delivering a surprise of +4.8%.Over the last four quarters, the company ha ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Otis Worldwide (OTIS) came out with quarterly earnings of $1.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.38%. A quarter ago, it was expected that this company would post earnings of $1 per share when it actually produced earnings of $1.05, delivering a surprise of +5%.Over the last four quarters, the company has surpassed consen ...

The market expects Illinois Tool Works (ITW) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 3, might help the stock move higher if these key numbers ...

Applied Industrial Technologies (AIT) came out with quarterly earnings of $2.51 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.41%. A quarter ago, it was expected that this industrial products company would post earnings of $2.47 per share when it actually produced earnings of $2.63, delivering a surprise of +6.48%.Over t ...

核心观点 - 文章认为RBC Bearings (RBC) 因其强劲的价格动能和积极的盈利预测修正 展现出作为优质动量投资标的的潜力 公司同时拥有Zacks动量风格评分A级和Zacks评级第2级(买入) [3][4][12] 动量表现分析 - 短期价格表现强劲：过去一周股价上涨6.18% 远超其所属的Zacks制造业-通用工业行业同期4.01%的涨幅 月度股价上涨5.87% 也优于行业4.02%的表现 [6] - 中长期价格表现优异：过去一个季度股价上涨30.66% 过去一年上涨65.5% 同期标普500指数仅分别上涨3.7%和19.07% [7] - 近期交易量健康：过去20天平均交易量为183,380股 价格上涨伴随高于平均的成交量通常被视为看涨信号 [8] 盈利预测与评级 - 盈利预测获上调：在过去两个月内 对本财年的盈利预测出现1次上调且无下调 共识预期从11.77美元提升至11.81美元 对下一财年的预测也出现1次上调且无下调 [10] - 拥有高评级组合：公司目前拥有Zacks评级第2级(买入) 以及动量风格评分A级 研究表明 同时拥有Zacks评级第1级(强力买入)或第2级(买入)以及风格评分A或B的股票 在接下来一个月内表现通常跑赢市场 [4]

股价表现与行业比较 - 天宝公司股价在过去一年内上涨14.7%，略高于Zacks制造业-通用工业行业14.4%的回报率[1][10] 增长驱动因素与战略 - 公司“连接与扩展”战略通过改造工作流程和提供创新解决方案，成为主要增长动力，特别是在建筑、地理空间和运输市场[2] - 该战略在运输板块创造了约4亿美元的交叉销售和向上销售机会[3] - 公司业绩增长得益于其不断扩大的产品组合，特别是在运输板块的强劲势头[4] 细分市场表现与经常性收入 - 建筑、工程、施工和运营以及现场系统部门通过数字解决方案和人工智能驱动的创新，推动了经常性收入的强劲增长[1] - 运输部门在2025年第三季度的年度经常性收入达到5.01亿美元，同比增长7%，尽管货运市场面临挑战[3][10] 技术创新与关键合作 - 天宝的RTX和ProPoint Go技术集成至Lucid Gravity电动汽车，使其成为首款能在隧道、停车场和密集城市中心实现厘米级精确定位的电动汽车[5] - 该技术结合卫星数据和六轴惯性传感器，提供了高精度解决方案，增强了在标准GPS失效环境下的定位能力[5] - 公司的先进技术将为Lucid Gravity的导航和驾驶辅助系统提供关键数据[4] 财务业绩与展望 - 公司预计2025年第四季度营收在9.27亿至9.67亿美元之间，非GAAP每股收益在0.91至0.99美元之间[7] - Zacks对2025年第四季度营收的共识预期为9.476亿美元，同比下降3.6%，每股收益共识预期为0.96美元，同比增长7.8%[7] - 公司预计2025年全年营收在35.45亿至35.85亿美元之间，非GAAP每股收益在3.04至3.12美元之间[8] - Zacks对2025年全年营收的共识预期为35.7亿美元，同比下降3.2%，每股收益共识预期为3.09美元，同比增长8.4%[8] 其他同业公司表现 - 在更广泛的行业中，其他排名靠前的股票包括美国铝业、Core & Main和OI Glass，它们均获得Zacks排名第一[11] - 美国铝业、Core & Main和OI Glass的长期盈利增长率预期分别为55.4%、10.4%和42.6%[11] - 过去一年，美国铝业、Core & Main和OI Glass的股价分别上涨了74.6%、9.4%和50.9%[11]