GGG

Recently in the past, Graco (ticker: GGG) was upgraded by Zacks to a Rank #2, reflecting more positive analyst earnings estimates and sentiment toward the company’s outlook. This upgrade highlights how shifts in earnings expectations alone can materially influence how investors perceive an industrial equipment maker like Graco. Next, we’ll examine how this improved earnings outlook sentiment could influence Graco’s existing investment narrative around growth, margins, and risk. Find 46 companies with promising cash flow potential yet trading below their fair value. To own Graco, you generally need to believe in a durable, high‑margin industrial business that can keep converting steady demand into cash and dividends. Zacks’ upgrade, driven by higher earnings estimates, reinforces that near term, but it does not fundamentally change the key catalyst of execution on margins, nor the central risk around cost pressures and potential tariff impacts on profitability. The most relevant recent announcement here is Graco’s Q2 2026 earnings, which showed higher sales and net income compared with the prior year. That backdrop of recent earnings growth helps explain why upward revisions to analyst estimates are feeding into sentiment, even as investors still need to watch for any margin pressure from product costs, acquisitions, or weaker contractor and EMEA markets. Yet while earnings revisions look encouraging, investors should be aware that Graco’s exposure to tariffs and trade policies could still... Read the full narrative on Graco (it's free!) Graco's narrative projects $2.7 billion revenue and $650.1 million earnings by 2029. Uncover how Graco's forecasts yield a $90.00 fair value, a 13% upside to its current price. Three fair value estimates from the Simply Wall St Community span roughly US$60 to about US$92 per share, showing how differently individual investors view Graco. You can weigh these varied views against the recent earnings driven sentiment shift and the ongoing risk that tariffs and trade costs might pressure margins and future performance. Explore 3 other fair value estimates on Graco - why the stock might be worth 25% less than the current price! Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Graco research is our analysis highlighting 4 key rewards that could impact your investment decision. Our free Graco research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Graco's overall financial health at a glance. The market won't wait. These fast-moving stocks are hot now. Grab the list before they run: We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. The latest GPUs need a type of rare earth metal called Neodymium and there are only 30 companies in the world exploring or producing it. Find the list for free. The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GGG. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Over the past six months, Graco’s stock price fell to $80.14. Shareholders have lost 13.2% of their capital, which is disappointing considering the S&P 500 has climbed by 10.5%. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation. Is there a buying opportunity in Graco, or does it present a risk to your portfolio? Get the full stock story straight from our expert analysts, it’s free. Despite the more favorable entry price, we’re cautious about Graco. Here are three reasons you should be careful with GGG, plus one stock we’d rather own. Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can have short-term success, but a top-tier one grows for years. Unfortunately, Graco’s 3.9% annualized revenue growth over the last five years was sluggish. This fell short of our benchmark for the industrials sector. Analyzing the long-term change in earnings per share (EPS) shows whether a company’s incremental sales were profitable — for example, revenue could be inflated through excessive spending on advertising and promotions. Graco’s unimpressive 5% annual EPS growth over the last five years aligns with its revenue performance. On the bright side, this tells us its incremental sales were profitable. A company’s ROIC, or return on invested capital, shows how much operating profit it makes compared to the money it has raised (debt and equity). Over the last few years, Graco’s ROIC has unfortunately decreased. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. Graco’s business quality ultimately falls short of our standards. Following the recent decline, the stock trades at 23.8× forward P/E (or $80.14 per share). Beauty is in the eye of the beholder, but we don’t really see a big opportunity at the moment. We’re fairly confident there are better stocks to buy right now. We’d recommend looking at one of our top digital advertising picks. ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren’t just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week’s Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+271% between June 2020 and June 2025). Find your next big winner with StockStory today.

Donaldson Company, Inc. DCI is scheduled to release fourth-quarter fiscal 2026 (ended July 2026) results on Aug. 26, before market open.The Zacks Consensus Estimate for this Bloomington, MN-based tool maker’s fiscal fourth-quarter revenues is pegged at $1.04 billion, indicating 6.4% growth from the year-ago quarter. The consensus estimate for adjusted earnings is pinned at $1.12 per share. The figure indicates an increase of 8.7% from the year-ago quarter’s number.The consensus estimate for earnings has been stable over the past 60 days. The company has outperformed the consensus estimate thrice and missed once in the preceding four quarters.Let’s see how things have shaped up for Donaldson before the announcement. The Mobile Solutions segment’s results are likely to benefit from strong demand for products in the aftermarket business, supported by growth across all regions and both original equipment (OE) and independent channels.Strong momentum in the off-road business, along with higher truck production in the Europe, the Middle East and Africa region, is likely to have driven its on-road business in the quarter. The consensus mark for the Mobile Solutions segment’s revenues is pegged at $620 million, indicating a 5.4% increase from the year-ago figure.Strength in the Industrial Filtration Solutions business, driven by strong demand in the power generation market, is likely to have been favorable for the Industrial Solutions segment. Recovery in demand for new equipment in the aerospace & defense market also augurs well. The consensus mark for the Industrial Solutions segment’s revenues is pegged at $336 million, indicating an 8.4% growth from the year-ago figure.Growth in demand for disk drives and food & beverage products is expected to boost the Life Sciences segment’s results. The consensus mark for the segment’s revenues is pegged at $84 million, indicating a 2.4% increase from the year-ago figure.In May 2026, Donaldson acquired Filtration Group’s Facet Filtration business. The buyout, which enhanced the company’s product portfolio of fuel and fluid filtration used in critical applications, is expected to have boosted its top line during the quarter.However, rising costs and operating expenses have been concerns for DCI for some time now. The impacts of high operating costs are likely to have affected its margins and profitability. Also, investments associated with product development and growth initiatives are expected to have hurt the company’s performance. Our proven model does not conclusively predict an earnings beat for DCI 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 not the case here, as elaborated below.Earnings ESP: DCI has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $1.12 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Zacks Rank: DCI presently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Graco Inc. GGG posted quarterly earnings of 91 cents per share in the second quarter of 2026, beating the Zacks Consensus Estimate of 81 cents per share. This compares with earnings of 75 cents per share a year ago.Graco posted revenues of $591 million for the quarter, missing the Zacks Consensus Estimate by 3%. This compares with year-ago revenues of $572 million.Stanley Black & Decker, Inc. SWK reported second-quarter 2026 adjusted earnings of $1.57 per share, which beat the Zacks Consensus Estimate of $1.20. The bottom line increased 45.4% year over year.Stanley Black’s net sales of $3.96 billion beat the consensus estimate of $3.93 billion. The top line increased 0.4% from the year-ago quarter.Ingersoll Rand Inc. IR reported second-quarter 2026 adjusted earnings of 86 cents per share, which surpassed the Zacks Consensus Estimate of 83 cents. The bottom line increased 7.5% year over year.Total revenues of $2.05 billion beat the consensus estimate of $1.96 billion. The top line increased 8.5% year over year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Donaldson Company, Inc. (DCI) : Free Stock Analysis Report Stanley Black & Decker, Inc. (SWK) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Ingersoll Rand Inc. (IR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Nordson Corporation NDSN reported third-quarter fiscal 2026 adjusted earnings of $3.25 per share, up 19.0% year over year and 5.2% above the Zacks Consensus Estimate of $3.09. Revenues of $817.67 million increased 10.3% and beat the consensus estimate of $779 million by 5.0%.Broad organic growth across all three segments powered the quarter, with Advanced Technology Solutions leading the expansion. Order momentum also remained strong, with backlog up 35% from the prior-year level. Organic sales increased 11.7% year over year. The net impact of acquisitions and divestitures reduced growth by 1.2%, while currency translation was a 0.2% headwind. The company reported record third-quarter sales in each of its three business segments.Asia Pacific revenues rose 22.2% to $293.76 million, marking the strongest regional increase. Americas sales increased 5.4% to $331.47 million, while Europe revenues advanced 3.1% to $192.43 million. The regional mix showed that growth extended beyond a single market. Industrial Precision Solutions revenues rose 4.7% to $367.25 million. Organic sales increased 3.3%, driven by strength in packaging, industrial coatings, polymer processing and nonwovens product lines. Acquisitions added 0.9%, while currency contributed 0.5%. Segment EBITDA was $129.90 million, with margin at 35%. Medical and Fluid Solutions revenues increased 5.0% to $230.54 million, despite a 5.6% divestiture drag. Organic sales climbed 10.6% on growth in engineered fluid solutions and medical product lines. Advanced Technology Solutions revenues surged 28.4% to $219.88 million, supported by 30.9% organic growth in electronics dispense and test and inspection applications. Advanced Technology Solutions also delivered record EBITDA of $65.70 million, up 58.1%, with margin improving to 30% from 24%. Medical and Fluid Solutions EBITDA rose to a record $88.29 million, while its margin remained at 38%. Nordson Corporation price-consensus-eps-surprise-chart | Nordson Corporation Quote Cost of sales increased 8.6% year over year to $363.94 million. Gross profit rose 11.6% to $453.73 million, while gross margin expanded 70 basis points to 55.5%. Selling and administrative expenses increased 11.7% to $230.64 million.Operating profit jumped 18.8% to $223.09 million. Adjusted operating profit was $225.94 million, up 12.6%. EBITDA increased 10.1% to $262.48 million, while the EBITDA margin held at 32%. Net income rose to $152.85 million from $125.78 million. GAAP earnings were $2.73 per diluted share, up from $2.22 a year earlier. Net interest expense declined to $20.36 million from $25.70 million. For the first nine months of fiscal 2026, cash from operating activities increased 10.5% to $570.47 million. Free cash flow rose 13.5% to $530.16 million. Third-quarter free cash flow was $236.75 million, representing a 144% conversion rate.Nordson exited the quarter with cash and cash equivalents of $113.43 million, compared with $108.44 million at the end of fiscal 2025. Long-term debt declined to $1.53 billion from $1.68 billion, while short-term debt and current maturities fell to $202 million from $315 million. During the first nine months, NDSN paid $137.38 million in dividends, up 3.3% year over year. Treasury-share purchases totaled $158.79 million, down 27.2% from the prior-year period. Capital spending totaled $40.31 million, compared with $49.00 million a year ago.The company repaid a net $258.03 million of debt during the period. Management also highlighted $1.1 billion of near-term capacity for strategic acquisitions, while net debt leverage improved to 1.7 times trailing 12-month EBITDA from 2.1 times at the end of fiscal 2025. Nordson now expects fiscal 2026 sales of $3,035-$3,075 million, up from the prior $2,930-$3,010 million range. Adjusted earnings are projected at $11.80-$12.00 per share, compared with the previous $11.30-$11.80 range. The revised outlook calls for sales growth of 9-10% and adjusted earnings growth of 15-17%. Management expects the strong sales pace from the first nine months to continue into the fourth quarter, supported by order-entry momentum and strength in key end markets. Foreign currency is expected to have a neutral impact on fourth-quarter sales if rates remain at current levels. The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Constellium SE CSTM came out with quarterly earnings of $1.04 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $0.91 per share. This compares with earnings of $0.25 per share a year ago.Constellium posted revenues of $2.75 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $2.1 billion.Generac Holdings Inc. GNRC came out with quarterly earnings of $2.91 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.95 per share. This compares with earnings of $1.65 per share a year ago.Generac Holdings posted revenues of $1.17 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.37%. This compares with year-ago revenues of $1.06 billion.Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nordson Corporation (NDSN) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report Constellium SE (CSTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

The rally that moved the stock leaned on two of three segments; the backlog behind it grew without anyone waiting longer. Nordson (NDSN) closed Thursday at $334.70, an 8.0% gain in a single session and a 52-week high, while the S&P 500 fell 0.8% and peers Graco (GGG), Illinois Tool Works (ITW) and Parker Hannifin (PH) all finished lower. The move followed record fiscal Q3 2026 results and a raised full-year outlook. The quarter explains the direction; the order book explains the size. The Raise Is Not Evenly Owned Across The Three Segments Sales of $818 million were a quarterly record, up 10% year over year in total and 12% organically, and adjusted earnings per share cleared the high end of the company's own third-quarter guidance by ten cents. The full-year adjusted earnings guide was raised to $11.80 to $12 per diluted share. Organic sales grew 31% at Advanced Technology Solutions and about 11% at Medical and Fluid Solutions, against 3% at Industrial Precision Solutions, which management calls half the company. By management's account, the upside came from Advanced Technology Solutions and the medical business, while Industrial Precision Solutions ran as expected at the 3% that is its long-term goal. That is a narrow base for a move this size. Why That Backlog Is Orders Rather Than A Queue Backlog left the quarter up 35% from a year earlier, and a number that size normally deserves suspicion: backlog also swells when a company cannot ship, and the queue then reads as demand. Management's account is the opposite: lead times have come down rather than stretched, and roughly 80% of the backlog still turns within about six months. A book that mostly clears in half a year and is a third larger is intake, not congestion. Advanced Technology's growth, meanwhile, runs through two product lines, Electronics Dispense and Test and Inspection, whose X-ray and optical technologies management calls critical to semiconductor packaging. Much of that demand sits in Asia today, and by management's account the North American chip manufacturing buildout has produced no Nordson orders yet. What Is Left When The Systems Orders Stop About 60% of what the company sells generates recurring revenue, including aftermarket parts, consumables and services, and that revenue keeps earning when systems orders pause. Free cash flow was $237 million in the quarter, the fifth consecutive quarter of converting well over 100% of net income. Cash generation of that kind is one of the things the Trefis High Quality Portfolio looks for in its holdings. Management Named The Peak While The Market Bid The Stock Higher Advanced Technology sits at the peak of its cycle by management's own description, and fiscal 2027 growth there is expected to build off that peak at a mid-single-digit rate. The same account holds that the cycle still has room, with demand strong heading into fiscal 2027. The two reconcile as a rate against a level: the growth rate steps down from here, the record base it steps down from does not, and North American orders are still outside the numbers entirely. Whether the guide keeps moving up is the thing to watch, and a screen built on guidance revisions is where that shows across the market. Enjoy The Move, Then Check What It Did To Your Allocation A move like this is even better to own than to watch, and it is also how one holding grows into an outsized share of a portfolio. A position that has grown large enough to matter is worth sizing deliberately rather than by accident. What a position that size would do to your net worth is exactly what the Trefis Wealth team computes, with the same rules-based systematic discipline that runs our High Quality Portfolio. Request a free vulnerability audit of your biggest positions.

Nordson Corporation NDSN is scheduled to release third-quarter fiscal 2026 (ended July 31) results on Aug. 19, after market close.The Zacks Consensus Estimate for fiscal third-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters. The average surprise was 2.3%.The consensus estimate for fiscal third-quarter revenues is pegged at $779 million, suggesting growth of 5.1% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $3.09 per share, indicating a 13.2% increase from the year-ago quarter’s number.Let’s see how things have shaped up for Nordson this earnings season. The Industrial Precision Solutions segment’s results are likely to benefit from growing demand for industrial coating and polymer processing systems. Continued investments in packaging, product assembly and precision agriculture end markets are expected to have boosted revenues. The consensus mark for the segment’s revenues is pegged at $364 million, indicating a 3.7% increase from the year-ago figure.The Advanced Technology Solutions segment is expected to have benefited on the back of healthy demand for electronics dispense systems. The consensus mark for the segment’s revenues is pegged at $191 million, indicating a 11.7% increase from the year-ago figure.Increased demand for engineered fluid solutions and medical product lines is likely to have aided the Medical and Fluid Solutions segment in the to-be-reported quarter. The consensus mark for the segment’s revenues is pegged at $224 million, indicating a 2.3% increase from the year-ago figure.In March 2026, Nordson acquired CapstanAG to strengthen its precision agriculture portfolio and expand its presence in North America. The buyout, which enhanced the company’s portfolio of advanced solutions for fluid management and precision spraying, is expected to have boosted its top line during the quarter.However, rising costs and operating expenses have been concerns for Nordson for some time now. The impacts of high labor and raw material costs are likely to have affected its margins and profitability. Also, investments associated with product development and growth initiatives are expected to have hurt the company’s performance.Given the company’s substantial international operations, foreign currency headwinds are likely to have marred its margins and profitability. Nordson Corporation price-consensus-eps-surprise-chart | Nordson Corporation Quote Our proven model does not conclusively predict an earnings beat for NDSN 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 not the case here, as elaborated below.Earnings ESP: NDSN has an Earnings ESP of 0.00% as both the Most Accurate Estimate and the Zacks Consensus Estimate are pegged at $3.09 per share. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Zacks Rank: NDSN presently carries a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Graco Inc. GGG posted quarterly earnings of 91 cents per share in the second quarter of 2026, beating the Zacks Consensus Estimate of 81 cents per share. This compares with earnings of 75 cents per share a year ago.Graco posted revenues of $591 million for the quarter, missing the Zacks Consensus Estimate by 3%. This compares with year-ago revenues of $572 million.Stanley Black & Decker, Inc. SWK reported second-quarter 2026 adjusted earnings of $1.57 per share, which beat the Zacks Consensus Estimate of $1.20. The bottom line increased 45.4% year over year.Stanley Black’s net sales of $3.96 billion beat the consensus estimate of $3.93 billion. The top line increased 0.4% from the year-ago quarter.Ingersoll Rand Inc. IR reported second-quarter 2026 adjusted earnings of 86 cents per share, which surpassed the Zacks Consensus Estimate of 83 cents. The bottom line increased 7.5% year over year.Total revenues of $2.05 billion beat the consensus estimate of $1.96 billion. The top line increased 8.5% year over year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Nordson Corporation (NDSN) : Free Stock Analysis Report Stanley Black & Decker, Inc. (SWK) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Ingersoll Rand Inc. (IR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Applied Industrial Technologies, Inc. AIT reported fourth-quarter fiscal 2026 (ended June 30, 2026) earnings of $3.17 per share, which surpassed the Zacks Consensus Estimate of $2.92. The bottom line increased 13.2% year over year.Net sales of $1.35 billion beat the consensus estimate of $1.29 billion. Also, the top line increased 10.4% year over year. Acquisitions boosted the top line by 0.3% while foreign-currency translation had a favorable impact of 0.4%. Organic sales increased 9.7% year over year.In fiscal 2026, the company reported earnings of $10.95 per share, up 8.2% year over year. AIT’s net sales were $4.97 billion in the year, up 8.8% year over year. Service Center segment sales increased 9% year over year to $849.5 million. Organic sales rose 7.9%, acquisitions contributed 0.5% and foreign currency added 0.6%. U.S. organic sales increased 9%, supported by stronger technical maintenance, repair and operations demand and internal sales initiatives.Segment EBITDA increased 16.3% to $123.6 million. The EBITDA margin expanded 91 basis points to 14.5%, reflecting operating leverage from stronger sales, steady margin performance and effective cost management. Engineered Solutions segment’s sales jumped 12.9% to $503.2 million, entirely on an organic basis. Growth was driven by stronger demand and backlog conversion across automation and fluid power, with contributions from industrial and mobile OEM customers and technology verticals.Segment EBITDA rose 15.8% to $76.2 million, while the EBITDA margin improved 38 basis points to 15.1%. Operating leverage and cost management supported profitability, although muted Flow Control sales growth partly offset the gains. Applied Industrial Technologies, Inc. price-consensus-eps-surprise-chart | Applied Industrial Technologies, Inc. Quote In the quarter, Applied Industrial’s cost of sales was up 10.8% year over year to $941.5 million. Gross profit was $411.2 million, up 9.7% from the year-ago quarter.Gross margin slipped 20 basis points to 30.4%, including a 26-basis-point year-over-year headwind from higher LIFO expense. Selling, distribution and administrative expenses (including depreciation) increased 5.1% year over year to $251.9 million. EBITDA was $177.6 million, reflecting an increase of 16.1%. The EBITDA margin expanded 64 basis points to 13.1%. Exiting fiscal 2026, Applied Industrial had cash and cash equivalents of $127.1 million compared with $388.4 million at the end of fiscal 2025. Long-term debt was $262.3 million compared with $572.3 million at the end of the prior fiscal year.In fiscal 2026, it generated net cash of $484.1 million from operating activities, indicating a decrease of 1.7% from the prior year. Capital expenditures totaled $23.6 million, down 13.3% year over year. Free cash flow decreased 1% year over year to $460.5 million.In fiscal 2026, AIT rewarded its shareholders with dividends of $72.6 million, up 14% year over year. For fiscal 2027 (ending June 2027), Applied Industrial projects sales growth of 4-6.5%, an EBITDA margin of 12.5-12.8% and earnings of $11.65-$12.15 per share. The midpoint assumes stronger sales growth in the first half than the second half, with approximately 150-200 basis points of price contribution.For the first quarter of fiscal 2027 (ending September 2026), AIT expects total sales growth of 6.5-8.5%, organic growth of 6-8% and an EBITDA margin of 12.3-12.4%. The company also raised its intermediate targets to $7 billion in sales and a 14% EBITDA margin, which it expects to achieve over five years. The company currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Carlisle Companies Incorporated CSL reported second-quarter 2026 adjusted earnings of $7.03 per share, which beat the Zacks Consensus Estimate of $6.43 by 9.3%. The bottom line increased 12% year over year. Revenues rose 8% year over year to a record $1.57 billion and surpassed the consensus estimate of $1.47 billion. 3M Company MMM reported second-quarter 2026 adjusted earnings of $2.40 per share, which surpassed the Zacks Consensus Estimate of $2.27 by 5.7%. The bottom line increased 11% year over year.MMM’s adjusted net revenues of $6.5 billion topped the consensus estimate of $6.4 billion and grew 5.5%. On an adjusted basis, organic revenues increased 5.4% year over year. Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Applied Industrial Technologies, Inc. (AIT) : Free Stock Analysis Report 3M Company (MMM) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Carlisle Companies Incorporated (CSL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

EnerSys ENS reported its first-quarter fiscal 2027 results on Aug .12.  Its adjusted earnings came in at $3.66 per share, beating the Zacks Consensus Estimate of $2.82 by 29.8%. The bottom line increased 64.1% year over year, aided by margin expansion, IRC 45X benefits and a $30.9 million tariff refund.Net sales of $936 million topped the consensus estimate of $923 million by 1.4% and increased 4.8% year over year. Pricing contributed 3%, foreign currency translation added 1% and organic volume rose 1%. Backlog was flat year over year but increased 2% sequentially. Network & Infrastructure Solutions (NIS) sales rose 9.4% year over year to $428.3 million. Favorable volume and mix reflected strength in power electronics and data-center demand. Volume contributed 5%, price/mix added 4% and currency translation provided a 1% lift.Precision Power Solutions (PPS) sales surged 23.6% to $100.5 million. Volume advanced 16%, price/mix added 7% and acquisitions contributed 1%. Aerospace and defense demand, particularly counter-drone and missile-defense applications, supported the increase. Enersys price-consensus-eps-surprise-chart | Enersys Quote Industrial Mobility Solutions (IMS) sales fell 3.2% year over year to $406.8 million. Volume declined 5% as material-handling demand remained soft, partly offset by recovery in Transportation and improved price/mix.Adjusted operating earnings for IMS declined 10.5% to $37.7 million, with adjusted operating margin contracting 70 basis points to 9.3%. This contrasted with NIS and PPS, where adjusted operating margins expanded 280 and 300 basis points, respectively. Gross profit increased to $313.4 million from $253.2 million, while gross margin expanded 510 basis points to 33.5%. Excluding IRC 45X benefits, gross margin improved 440 basis points to 28.5%.Adjusted operating earnings advanced 47.2% to $178.8 million, with the margin rising 550 basis points to 19.1%. Excluding 45X benefits and tariff refunds, adjusted operating earnings increased 21% and the related margin improved 140 basis points to 10.8%, highlighting underlying operating leverage. First-quarter orders increased 7% year over year, driven by NIS, though they declined 9% sequentially on seasonality. The total book-to-bill ratio was 1.06, with NIS at 1.15, IMS at 1.04 and PPS at 0.73.EnerSys also advanced targeted growth initiatives. Its Fortix 172 kWh battery energy storage system received UL and NFPA 855 approval, while the DataSafe Noir lithium offering launched in June. The company also secured a revised roughly $150 million Department of Energy grant for its planned U.S. lithium cell manufacturing campus. Cash from operating activities totaled $230.2 million, while free cash flow was $217.8 million and free cash flow conversion reached 187%. Cash and cash equivalents stood at $530.7 million at quarter-end, with net debt at $521.5 million and net leverage at 0.8.The company returned $59.6 million to shareholders, including $50 million through share repurchases and $9.6 million through dividends. The board also raised the quarterly dividend 10% to $0.2875 per share for the second quarter of fiscal 2027. For the second quarter of fiscal 2027, EnerSys expects net sales of $955-$995 million. At the midpoint, this represents 2% year-over-year growth. IRC 45X benefits to cost of sales are projected at $42-$47 million.Adjusted earnings are projected at $3.15-$3.25 per share, with adjusted earnings excluding 45X benefits at $1.95-$2.05. The company expects first-half earnings growth to be driven primarily by margin expansion, followed by greater top-line growth later in fiscal 2027 as material handling recovers and strength continues in data centers, communications, aerospace and defense, and transportation. The company currently carries a Zacks Rank #4 (Sell). Some better-ranked stocks are discussed below:Flowserve Corporation FLS carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Flowserve’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 11.2%.  In the past 60 days, the Zacks Consensus Estimate for Flowserve’s 2026 bottom line has increased 1%.Graco GGG presently carries a Zacks Rank of 2. Graco’s earnings surpassed the consensus estimate in the last reported quarter by 12.4%. In the past 60 days, the Zacks Consensus Estimate for Graco’s 2026 earnings has increased 5.5%.Helios Technologies HLIO currently carries a Zacks Rank of 2. Helios Technologies’ earnings topped the consensus estimate in each of the trailing four quarters. The average earnings surprise was 13.1%. In the past 60 days, the Zacks Consensus Estimate for HLIO’s 2026 earnings has increased 6.9%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Enersys (ENS) : Free Stock Analysis Report Flowserve Corporation (FLS) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Helios Technologies, Inc (HLIO) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Helios Technologies, Inc. HLIO reported strong second-quarter 2026 performance, driven by broad-based sales growth and improved profitability. Adjusted earnings were 88 cents per share, up 49% year over year, and beat the Zacks Consensus Estimate of 80 cents by 10%. Revenues came in at $231.9 million, up 9% year over year, and topped the consensus mark of $230.4 million by 0.7%. On a non-GAAP basis, Helios also emphasized that sales grew 16% on a pro forma basis, reflecting the divestiture of Custom Fluidpower (“CFP”) and the impact of foreign exchange. Reported sales were weighted to the Americas, which accounted for 52% of total revenues, while EMEA and APAC represented 26% and 22%, respectively. The top line exceeded expectations as both business segments contributed, with sales growth across the Americas and EMEA and overall APAC revenues also increasing year over year. Electronics segment’s sales increased 19% year over year to $85.5 million, driven by gains across all regions. Americas sales rose 17% to $63 million, EMEA revenues increased 7% to $9.1 million and APAC sales surged 43% to $13.4 million. Segment gross margin improved 530 bps to 34.6%, while operating income rose 90% to $11.2 million. Hydraulics segment’s sales rose 4% to $146.4 million. Americas sales increased 6% to $57.2 million and EMEA revenues advanced 12% to $51.8 million, while APAC sales declined 8% to $37.4 million. On a pro forma basis for the CFP divestiture, APAC Hydraulics sales increased year over year. Segment gross margin increased 160 bps to 34.6%, and operating income rose 16% to $28.9 million. Helios Technologies, Inc price-consensus-eps-surprise-chart | Helios Technologies, Inc Quote Gross profit rose 19%, with the gross margin expanding 280 basis points to 34.6%, supported by higher volume, favorable segment mix, the CFP divestiture and a benefit from IEEPA tariff refunds. Operating income increased 48% to $32.5 million, with operating margin improving 370 basis points (bps) to 14.0%. Adjusted EBITDA margin expanded 260 bps year over year to 21.2%, reflecting gross margin expansion and operating expense leverage, partly offset by research and development investments, employee benefit-related costs and an isolated bad debt expense. Management also highlighted record second-quarter operating cash generation. In the first six months of 2026, Helios generated net cash of $65.8 million from operating activities compared with $56 million in the year-ago period. Capital expenditure totaled $18 million in the same period, up 56.5% year over year. Free cash flow was $47.8 million in the first six months. Exiting the first six months of 2026, the company had long-term non-revolving debt of $226.1 million, down from $256.2 million at the end of 2025. Net debt-to-adjusted EBITDA improved to 1.4x compared with 2.6x in the year ago period, underscoring continued progress on deleveraging. Helios exited the period with cash and cash equivalents of $68 million compared with $73 million at the end of 2025. The company maintained its quarterly dividend at 12 cents per share and paid its 118th consecutive quarterly dividend during the second quarter. Helios also repurchased 149,000 shares for $10.6 million during the first six months of 2026. For 2026, Helios raised its revenue outlook to $880-$900 million from $840-$870 million. The company now projects an adjusted EBITDA margin of 20.2-21.0%, compared with 19.5-21.0% previously, and non-GAAP earnings per share of $3.05-$3.25, up from $2.75-$3.00. For third-quarter 2026, the company issued an outlook calling for revenues of $215-$222 million, adjusted EBITDA margin of 19.8-20.6% and adjusted earnings of 70-77 cents per share. The company currently carries a Zacks Rank #3 (Hold).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Constellium SE CSTM came out with quarterly earnings of $1.04 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $0.91 per share. This compares with earnings of $0.25 per share a year ago.Constellium posted revenues of $2.75 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 3.5%. This compares with year-ago revenues of $2.1 billion.Generac Holdings Inc. GNRC came out with quarterly earnings of $2.91 per share in the second quarter of 2026, beating the Zacks Consensus Estimate of $1.95 per share. This compares with earnings of $1.65 per share a year ago.Generac Holdings posted revenues of $1.17 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.37%. This compares with year-ago revenues of $1.06 billion.Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Helios Technologies, Inc (HLIO) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Generac Holdings Inc. (GNRC) : Free Stock Analysis Report Constellium SE (CSTM) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

ITT Inc.’s ITT second-quarter 2026 adjusted earnings of $2.08 per share surpassed the Zacks Consensus Estimate of $1.93. The bottom line jumped 18.2% year over year, aided by strong segment operating income and solid commercial and operational performance.Total revenues of $1.47 billion beat the consensus estimate of $1.39 billion. The top line increased 51.5% year over year. Organic sales rose 12.7% year over year, driven by strength in aerospace and defense, connectors, pump projects and continued outperformance in Friction aftermarket. In the first quarter of 2026, the company combined the Industrial Process segment with its SPX FLOW business to form the Flow Technologies segment.Revenues from the Flow Technologies segment totaled $792.5 million, up 122.7% year over year. The increase primarily reflected the first full quarter of contributions from the SPX FLOW acquisition, along with strength in pump projects and valves. Our estimate was $718.7 million. Organic sales increased 20.7% and adjusted operating income grew 107.8% on a year-over-year basis.Revenues from the Motion Technologies segment amounted to $403.6 million, implying a year-over-year increase of 5.6%. The higher sales were attributable to increased volumes from market share gains and favorable foreign currency impacts, partly offset by pricing. Our estimate was $278.6 million. Organic revenues increased 1.6% year over year. Adjusted operating income increased 10%.Revenues from the Connect & Control Technologies segment of $295.7 million rose 17.4% year over year on a reported basis and 17.3% organically. Our estimate was $271.5 million. The results were driven by wins in defense and industrial connectors and aerospace components, along with favorable pricing actions. Adjusted operating income increased 23% year over year. ITT Inc. price-consensus-eps-surprise-chart | ITT Inc. Quote ITT’s cost of revenues increased 54.9% year over year to $963 million. The gross profit jumped 45.4% to $510.1 million.General and administrative expenses increased 68.3% year over year to $143.9 million. Sales and marketing expenses rose 70.2% to $87.5 million. Research and development expenses increased 31.6% year over year to $35.8 million.Adjusted operating income rose 54.9% year over year to $295.2 million. The margin expanded 40 basis points to 20%. Exiting the second quarter, ITT had cash and cash equivalents of $590.8 million compared with $1.74 billion at the end of fourth-quarter 2025. The company’s short-term borrowings were $858.4 million compared with $261.3 million at the end of December 2025.In the first six months of 2026, ITT generated net cash of $231.1 million from operating activities compared with $267.1 million in the year-ago period. Capital expenditure totaled $55.2 million in the same period, up 3.8% year over year. Free cash flow was $176 million compared with $214 million in the prior-year period.During the first six months of the year, ITT paid out dividends of $69.5 million, up 23.7% year over year. It repurchased shares worth $104.9 million in the period. For 2026, ITT raised its adjusted earnings guidance to $8.12-$8.32 per share from $7.70-$8.00 previously expected. The company also increased its revenue growth forecast to 38-41% from 36-38%, with organic growth now expected at 5-8% compared with 4-6% earlier. Adjusted operating margin guidance was raised to 20-20.9% from 19.7-20.6% anticipated before. Free cash flow is now projected at $550-$580 million, indicating a free cash flow margin of 10-11%. The company currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Carlisle Companies Incorporated CSL reported second-quarter 2026 adjusted earnings of $7.03 per share, which beat the Zacks Consensus Estimate of $6.43 by 9.3%. The bottom line increased 12% year over year. Revenues rose 8% year over year to a record $1.57 billion and surpassed the consensus estimate of $1.47 billion. 3M Company MMM reported second-quarter 2026 adjusted earnings of $2.40 per share, which surpassed the Zacks Consensus Estimate of $2.27 by 5.7%. The bottom line increased 11% year over year.MMM’s adjusted net revenues of $6.5 billion topped the consensus estimate of $6.4 billion and grew 5.5%. On an adjusted basis, organic revenues increased 5.4% year over year. Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ITT Inc. (ITT) : Free Stock Analysis Report 3M Company (MMM) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Carlisle Companies Incorporated (CSL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Griffon Corporation GFF reported third-quarter fiscal 2026 (ended June 2026) adjusted earnings of $1.51 per share, which beat the Zacks Consensus Estimate of $1.33. The bottom line increased 8.6% year over year.Total revenues of $481.4 million beat the consensus estimate of $453 million and increased 7% year over year. The growth was attributable to favorable price and mix of 6%, along with increased volumes of 1%, driven primarily by residential. Effective from the fiscal second quarter, Griffon declared its AMES U.S., Canada, UK and Australia businesses as discontinued operations. The company currently reports the continuing operations’ financial results as a single segment. Griffon Corporation price-consensus-eps-surprise-chart | Griffon Corporation Quote Griffon’s cost of sales increased 10.6% year over year to $255.3 million. Selling, general and administrative expenses increased 3.0% year over year to $110.6 million. The gross margin decreased to 47.0% from 48.7% in the year-ago period. Net income was $51.6 million against a net loss of $120.1 million in the prior-year quarter. The company’s adjusted EBITDA from continuing operations totaled $124.8 million, up 2.1% from the year-ago quarter. At the end of the fiscal third quarter, Griffon had cash and cash equivalents of $110.4 million compared with $99.0 million at the end of fiscal 2025 (ended September 2025). Long-term debt, net of current maturities, was $1.26 billion at the end of the fiscal third quarter compared with $1.40 billion at fiscal 2025-end. In the first nine months of fiscal 2026, the company generated net cash of $217.9 million from operating activities from continuing operations compared with $234.5 million in the year-ago period. Griffon paid dividends of $30.9 million and repurchased shares worth $119.1 million in the same period. Exiting the fiscal third quarter, it had $193.8 million remaining under the share repurchase program. In the first nine months of fiscal 2026, free cash flow from continuing operations was $194.2 million and capital expenditures were $23.7 million. The company has reaffirmed its fiscal 2026 financial guidance. For fiscal 2026 (ending September 2026), management anticipates net sales from continuing operations to be $1.8 billion. It expects adjusted EBITDA to be approximately $458 million. For the fiscal year, Griffon now expects interest expense of $80 million, down from the prior expectation of $93 million, reflecting reduced debt and interest income from transaction-related notes receivable. Capital expenditures are expected to be $50 million. The company currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. Carlisle Companies Incorporated CSL reported second-quarter 2026 adjusted earnings of $7.03 per share, which beat the Zacks Consensus Estimate of $6.43 by 9.3%. The bottom line increased 12% year over year. Revenues rose 8% year over year to a record $1.57 billion and surpassed the consensus estimate of $1.47 billion. 3M Company MMM reported second-quarter 2026 adjusted earnings of $2.40 per share, which surpassed the Zacks Consensus Estimate of $2.27 by 5.7%. The bottom line increased 11% year over year.MMM’s adjusted net revenues of $6.5 billion topped the consensus estimate of $6.4 billion and grew 5.5%. On an adjusted basis, organic revenues increased 5.4% year over year. Graco Inc. GGG reported second-quarter 2026 adjusted earnings of 91 cents per share, up 17% from 78 cents in the year-ago quarter. The bottom line surpassed the Zacks Consensus Estimate of 81 cents by 12.4%.The company’s net sales rose 3% year over year to $590.6 million but lagged the consensus estimate of $609 million by 3%. Organic order backlog (excluding acquisitions) rose 28% from the end of 2025. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Griffon Corporation (GFF) : Free Stock Analysis Report 3M Company (MMM) : Free Stock Analysis Report Graco Inc. (GGG) : Free Stock Analysis Report Carlisle Companies Incorporated (CSL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research