TT

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Trane Technologies (NYSE:TT) and the best and worst performers in the hvac and water systems industry. Many HVAC and water systems companies sell essential, non-discretionary infrastructure for buildings. Since the useful lives of these water heaters and vents are fairly standard, these companies have a portion of predictable replacement revenue. In the last decade, trends in energy efficiency and clean water are driving innovation that is leading to incremental demand. On the other hand, new installations for these companies are at the whim of residential and commercial construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. The 9 hvac and water systems stocks we track reported a very strong Q2. As a group, revenues beat analysts’ consensus estimates by 4.7%. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.8% since the latest earnings results. With low-pressure heating systems as its first product, Trane (NYSE:TT) designs, manufactures, and sells HVAC and refrigeration systems, the former to commercial and residential building customers and the latter to commercial truck manufacturers. Trane Technologies reported revenues of $6.35 billion, up 10.6% year on year. This print exceeded analysts’ expectations by 2.3%. Overall, it was a strong quarter for the company with full-year EPS guidance exceeding analysts’ expectations and a narrow beat of analysts’ EPS estimates. Interestingly, the stock is up 1.3% since reporting and currently trades at $452.44. Read why we think that Trane Technologies is one of the best hvac and water systems stocks, our full report is free. Backed by two million square feet of lab testing space, AAON (NASDAQ:AAON) makes heating, ventilation, and air conditioning equipment for different types of buildings. AAON reported revenues of $627 million, up 101% year on year, outperforming analysts’ expectations by 24.6%. The business had an incredible quarter with a beat of analysts’ EPS and EBITDA estimates. AAON pulled off the biggest analyst estimate beat and fastest revenue growth in the group. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 20% since reporting. It currently trades at $75.85. Is now the time to buy AAON? Access our full analysis of the earnings results here, it’s free. Based in Texas and founded over a century ago, Lennox (NYSE:LII) is a climate control solutions company offering heating, ventilation, air conditioning, and refrigeration (HVACR) goods. Lennox reported revenues of $1.55 billion, up 3% year on year, falling short of analysts’ expectations by 1%. It was a mixed quarter as it posted a solid beat of analysts’ organic revenue estimates but full-year EPS guidance missing analysts’ expectations significantly. Lennox delivered the weakest performance against analyst estimates of the whole group. As expected, the stock is down 24.9% since the results and currently trades at $408.69. Read our full analysis of Lennox’s results here. With over two centuries of combined operations manufacturing and supplying, CSW (NYSE:CSW) offers special chemicals, coatings, sealants, and lubricants for various industries. CSW reported revenues of $350.7 million, up 33% year on year. This number topped analysts’ expectations by 2.4%. Overall, it was an exceptional quarter as it also logged an impressive beat of analysts’ EBITDA and EPS estimates. The stock is up 21.1% since reporting and currently trades at $330. Read our full, actionable report on CSW here, it’s free. Originally started as a farm water drainage company, Advanced Drainage Systems (NYSE:WMS) provides clean water management solutions to communities across America. Advanced Drainage reported revenues of $1.00 billion, up 20.6% year on year. This print beat analysts’ expectations by 2%. It was a very strong quarter as it also recorded an impressive beat of analysts’ EBITDA estimates and a beat of analysts’ EPS estimates. Advanced Drainage had the weakest full-year guidance update among its peers. The stock is down 5.9% since reporting and currently trades at $140.80. Read our full, actionable report on Advanced Drainage here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

We gave Coherent’s COHR fiscal fourth-quarter results a few trading sessions to settle before revisiting the investment case. That pause has produced a useful signal: COHR stock has declined only about 1.3% since the Aug. 12 release, an effectively negligible move for a stock tied to the volatile AI-infrastructure trade. The subdued reaction does not appear to reflect weak results. Instead, it likely captures a balance between impressive fiscal 2027 guidance and expectations that were already elevated. Coherent now must turn extraordinary demand into output while managing heavy capacity investment and a lingering contraction in its industrial business. Fiscal fourth-quarter revenues crossed $2 billion, beating the Zacks Consensus estimate by 2.7% and increasing 33.8% year over year and 13.3% sequentially. On a pro forma basis, adjusting for divested operations, growth was approximately 42%. The result also exceeded the preceding quarter’s $1.8 billion and marked Coherent’s first quarter above $2 billion. Image Source: COHR Full-year revenues rose 22.5% year over year to a record $7.1 billion from $5.8 billion. Pro forma growth was stronger at approximately 28%, reinforcing that the underlying portfolio expanded faster than the reported total after accounting for business sales. The Datacenter & Communications segment provided nearly all the momentum. Quarterly segment revenues climbed to $1.6 billion, up 58.6% year over year and 18.6% quarter over quarter. It represented roughly 79% of consolidated revenues, compared with about 67% a year earlier. Industrial revenues moved in the opposite direction, falling 15.8% year over year and 3% sequentially to $430.5 million. For the full year, Datacenter & Communications advanced 40.5% to $5.275 billion, while Industrial declined 10.3% to $1.8 billion. Coherent’s growth profile is therefore becoming more concentrated around AI networking and optical connectivity. The earnings quality improved alongside revenues. GAAP gross margin expanded to 38.5%, up 277 basis points year over year and 82 basis points sequentially. Non-GAAP gross margin reached 40.2%, improving 215 basis points annually and 66 basis points from the fiscal third quarter. Image Source: COHR Manufacturing yields, lower input costs, pricing actions and progress on six-inch indium phosphide production contributed to the expansion. The six-inch platform is especially important because it can produce roughly four times the output at about half the cost of the older three-inch process. Non-GAAP operating income increased 62.1% year over year and 21.8% sequentially to $446 million. The corresponding operating margin reached 21.8%, expanding 381 basis points year over year and 152 basis points quarter over quarter. Adjusted net income rose 82.7% annually and 27.2% sequentially to $351 million. Non-GAAP EPS increased 74% year over year and 23.4% quarter over quarter to $1.74, beating the Zacks Consensus Estimate by 7.4%. GAAP EPS improved to $1.19 from a loss of $0.83 one year earlier and $0.97 in the preceding quarter. For the first quarter of fiscal 2027, Coherent expects revenues of $2.2 billion to $2.4 billion. The $2.3 billion midpoint implies approximately 12.4% sequential growth and about 45.6% growth from first-quarter fiscal 2026 revenues of $1.58 billion. The comparison is not perfectly like-for-like because of portfolio changes, but the acceleration remains substantial. The company expects non-GAAP gross margin of 39.5%-41.5%. Its 40.5% midpoint would represent a modest 30-basis-point sequential improvement. Projected adjusted EPS of $1.85-$2.05 implies midpoint growth of 12.1% from the fiscal fourth quarter and approximately 68% year over year. This outlook probably explains why the post-report decline has remained minor. Guidance exceeded the prior quarter’s scale and established a credible path toward a quarterly revenue run rate above $3 billion by fiscal 2027’s end. However, that target also raises the execution threshold embedded in COHR shares. Indium phosphide production remains the principal constraint, although output is scheduled to double year over year during the current quarter. Demand visibility extends into calendar 2028, supported by long-term agreements running through the decade. Additional growth should come from 800-gigabit and 1.6-terabit transceivers, optical circuit switching, co-packaged optics, multi-rail systems and the PhotonLink platform. Supporting those opportunities requires substantial spending. Fourth-quarter capital expenditures reached $556 million, while full-year additions to property, plant and equipment surged 150.2% to $1.103 billion. Annual operating cash flow nevertheless fell 87.5% to $79.5 million. Inventory increased 79.5% year over year to $2.581 billion, considerably faster than revenues. Although expanding inventory can support a rapid production ramp, it also raises working-capital and demand-forecasting risk. Positively, total debt declined approximately 12.6% to $3.222 billion, and cash increased 27.8% to $1.162 billion. Coherent earns a Hold because its operating momentum is powerful, but the investment case now demands flawless delivery. AI-driven optical demand, improving manufacturing economics and broader product ramps support durable growth, while rising margins show that revenues are converting into profit. Yet capacity remains the bottleneck, capital intensity is climbing, inventory has expanded sharply, and the industrial business is still shrinking. The muted post-earnings reaction suggests investors already recognize both the opportunity and the execution burden. Existing shareholders can stay positioned for the optical buildout, but fresh buyers should await clearer evidence that capacity expansion translates smoothly into cash generation. COHR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share beat the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. Verisk VRSK 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. 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 Coherent Corp. (COHR) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Verisk Analytics, Inc. (VRSK) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

ICF International, Inc. ICFI reported mixed second-quarter 2026 results with earnings beating the Zacks Consensus Estimate but revenues missing the same. ICFI’s non-GAAP earnings of $1.86 per share topped the Zacks Consensus Estimate of $1.69 by 10.1% and increased 12% year over year. The gain reflected lower tax and interest expenses, a reduced share count and improved EBITDA margins. ICF International, Inc. price-consensus-eps-surprise-chart | ICF International, Inc. Quote Revenues of $474.5 million missed the consensus mark of $476.2 million by 0.4% and fell 0.4% year over year. Commercial and international growth partly offset federal weaknesses. Backlog ended the quarter at $3.3 billion, while the business development pipeline climbed 9% sequentially to $9.3 billion. However, the earnings beat and strong 2026 guidance impressed investors, as the stock has gained 11.4% since the company released results on Aug. 6. ICFI reaffirmed its 2026 revenue guidance of $1.89-$1.96 billion, with the midpoint of $1.925 billion being higher than the Zacks Consensus Estimate of $1.90 billion. Non-GAAP earnings guidance is $6.95-$7.25 per share, with the midpoint of $7.10 per share being marginally higher than the Zacks Consensus Estimate of $7.01 per share. ICFI’s shares have gained 0.7% over the past year compared with the industry’s 2.1% growth. The Zacks S&P 500 composite has risen 24.1% over the same time frame. Commercial revenues increased 5.9% year over year to $166 million and accounted for 35% of total revenues compared with 32.9% a year ago. Commercial energy revenues rose 4.4%, representing 87.1% of commercial revenues. Utility programs, including energy efficiency, flexible load management, electrification and battery storage, grew 6.7%. Energy advisory revenues increased 2.5%, with management expecting stronger activity in the third quarter as delayed planning and financing work resumes. International government revenues jumped 35.1% year over year to $39.5 million, representing 8.3% of quarterly revenues. Growth reflected the ramp-up of major contracts secured from European Union and U.K. clients over the past 18 months. Management expects similar international growth in the second half and double-digit growth in 2027. The company said its international opportunity pipeline is at its highest level to date, supported by additional opportunities across EU agencies. U.S. federal government revenues declined 9.5% year over year to $184.9 million as prior-year contract cancellations and a slower pace of new requests for proposals weighed on comparisons. However, revenues increased 1.4% sequentially. Technology modernization represented roughly half of federal revenues and grew 4% sequentially. More than 80% of this work is performed under outcome-based fixed-price contracts. ICFI expects another sequential federal revenue increase in the third quarter and a return to year-over-year growth in the fourth quarter. Gross margin was 37.2%, down 10 basis points from the prior-year period despite subcontractor and other direct costs rising to 25.6% of revenues from 23.6%. A greater contribution from higher-margin commercial work and favorable contract mix supported profitability. Adjusted EBITDA increased 0.9% to $53.4 million, while adjusted EBITDA margin expanded 10 basis points to 11.2%. Net interest expense declined nearly 20% to $6.8 million. The tax rate fell to 17.8% from 21%, providing an 11-cent benefit to non-GAAP earnings relative to management's previous tax-rate assumption. More than 90% of the revenues needed to reach the guidance range are already included in backlog. Management expects sequential revenue growth in each of the next two quarters, with faster growth in the fourth quarter. GAAP earnings are projected at $5.95-$6.25 per share. The company continues to target 10-20 basis points of adjusted EBITDA margin expansion and expects operating cash flow, excluding restricted cash, of $135-$150 million. Second-quarter operating cash flow totaled $99.7 million, including $43 million of restricted cash associated with energy-efficiency programs. Excluding restricted cash, operating cash flow was $56.7 million compared with $50.4 million a year ago. Net debt ended the quarter at $403 million, down from $457 million a year earlier. ICFI repurchased 217,542 shares during the quarter, bringing first-half repurchases to 435,055 shares. Management lowered its full-year weighted-average share count forecast to 18.2 million from 18.3 million shares. Currently, ICF International carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies plc TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Clean Harbors, Inc.CLH posted better-than-expected second-quarter 2026 results. CLH’s adjusted earnings of $3.22 per share beat the Zacks Consensus Estimate by 17.5% and rose 36.4% year over year. Total revenues of $1.74 billion surpassed the consensus estimate by 6.8% and increased 12% from the year-ago quarter. 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 ICF International, Inc. (ICFI) : Free Stock Analysis Report Clean Harbors, Inc. (CLH) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Charles River Associates CRAI reported second-quarter 2026 adjusted earnings of $2.16 per share, up 14.9% year over year, beating the Zacks Consensus Estimate of $2.12 by 1.9%. Revenues rose 12.8% to $210.8 million and beat the consensus mark of $198.3 million by 6.3%. Broad-based demand supported the quarter, with eight practices growing year over year and six posting double-digit gains. Utilization improved to 77% from 76% a year ago, while quarter-end consultant headcount increased 3.3% to 968. Charles River Associates price-consensus-eps-surprise-chart | Charles River Associates Quote Costs of services increased 15.7% year over year to $148.7 million and represented 70.6% of revenues, up from 68.8% in the prior-year quarter. Forgivable loan amortization, including performance award amortization, rose to $14.9 million from $10.2 million. Share-based compensation expense increased to $2.4 million from $1 million. Selling, general and administrative expenses edged up 0.5% to $35.3 million. As a percentage of revenues, SG&A improved to 16.7% from 18.8%. Excluding commissions to non-employee experts, SG&A represented 15.5% of revenues compared with 16.3% a year ago. Legal & Regulatory offerings grew revenues 10.1% year over year, while Management Consulting services advanced 25.5%. Energy, Finance, Forensic Services, Intellectual Property, Life Sciences, and Risk, Investigations & Analytics each delivered double-digit revenue growth. The Antitrust & Competition Economics practice set a new quarterly revenue high. Geographically, North American operations grew 8.7%, while international operations increased 32.9%. CRA said continued momentum and demand for its services drove the record quarterly revenue performance. Operating income increased 19.3% year over year to $23.5 million, while operating margin expanded to 11.2% from 10.6%. Depreciation and amortization declined to $3.3 million from $3.5 million, or 1.6% of revenues compared with 1.9%. Non-GAAP EBITDA rose 15.3% to $26.8 million, with the margin improving to 12.7% from 12.4%. Non-GAAP net income increased 9% to $13.9 million, though its margin eased to 6.6% from 6.8%. Net interest expense increased to $3 million from $1.8 million. CRA used $4.4 million of cash in operating activities during the quarter versus $5.9 million generated a year earlier. After adjusting for forgivable loan advances and repayments, adjusted net cash flows from operations were $13.8 million compared with $19.4 million in the prior-year quarter. Cash and cash equivalents ended the quarter at $21.4 million. Billed and unbilled receivables were $271.7 million, and total days sales outstanding increased to 113 days from 110. Borrowings under the revolving credit facility stood at $219 million. Management raised its fiscal 2026 revenue outlook to $805-$820 million on a constant-currency basis from the previous $785-$805 million range. The midpoint increased to $812.5 million from $795 million after CRA generated $408.8 million of constant-currency revenues through the first half. CRAI reaffirmed its non-GAAP EBITDA margin outlook of 12-13%. Management expects the constant-currency adjustment to reduce reported annual revenues by approximately $2.5 million and reported annual EBITDA by less than $250,000. It also expects fiscal 2026 non-cash forgivable loan amortization to increase by roughly $15 million. The company returned $31.4 million to shareholders in the quarter, including $27.8 million used to repurchase approximately 193,000 shares at an average price of $144 and $3.6 million in dividend payments. CRA also declared a quarterly dividend of 57 cents per share, payable Sept. 14, 2026. CRA announced a refinancing that increases and extends its credit facility for five years. The facility totals up to $400 million, comprising a $75 million term loan and a $325 million revolving credit facility. The revolver includes a seasonal option to reduce the facility by $75 million during periods of lower working-capital demand. Currently, CRAI carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. Verisk VRSK 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. 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 Charles River Associates (CRAI) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Verisk Analytics, Inc. (VRSK) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Genpact Limited G reported better-than-expected second-quarter 2026 results. Adjusted earnings of $1 per share, up 13.6% year over year and above the consensus mark of 97 cents by 3.1%. Net revenues increased 7.1% to $1.34 billion and beat estimates by roughly 1%. Performance was driven by Advanced Technology Solutions, or ATS, which grew 24.1% year over year. Gross margin expanded to 36.5%, while non-FTE revenue surpassed 50% of total revenues for the first time. Genpact Limited price-consensus-eps-surprise-chart | Genpact Limited Quote ATS revenues increased to $363 million from $292.7 million a year ago and represented 27% of total revenues. Growth was broad-based across Data & AI, Digital Technologies, Advisory and Agentic offerings. Management now expects ATS revenues to grow at least 25% in 2026, up from its previous expectation of at least 20%. The company said demand for agentic and AI-led services continues to accelerate as clients seek to automate more complex enterprise workflows. Core Business Services revenues rose 1.9% year over year to $980 million and accounted for 73% of revenues. Genpact continued to see demand across Digital Operations, Decision Support Services and Technology Services. Management expects Core Business Services to grow for the full year despite a deliberate transition away from certain lower-priority work. This portfolio shift is expected to reduce total 2026 revenue growth by nearly 2 percentage points, with the impact concentrated in the second half. Gross profit advanced 8.9% year over year to $490.3 million. Gross margin expanded about 60 basis points to 36.5%, marking the 13th consecutive quarter of year-over-year gross margin improvement. Adjusted income from operations increased 7.5% to $233.6 million, while the adjusted operating margin improved to 17.4% from 17.3%. Selling, general and administrative expenses were $294.1 million compared with $266.4 million in the prior-year quarter. Genpact recorded its largest-ever quarterly bookings and signed six large deals compared with three in the year-ago period. This brought first-half large-deal wins to 12, double the prior-year level. Large deals are defined as contracts worth at least $50 million. The company expects more than $1 billion in Agentic Solutions total contract value during 2026, roughly five times the 2025 level. More than half of cumulative agentic contract value has come from new clients, highlighting the strategy’s ability to expand Genpact’s addressable market. Cash generated from operations was $72 million compared with $177 million a year ago. Management attributed the decline partly to collection timing and prepayments made in 2025. Genpact ended June with $517.4 million in cash and cash equivalents. During the quarter, it returned $82 million to shareholders, consisting of roughly $50 million in share repurchases and $32 million in dividends. For the third quarter, Genpact expects revenues of $1.369-$1.382 billion. The midpoint of $1.376 billion is about 0.3% below the Zacks Consensus Estimate of $1.38 billion. Adjusted earnings are projected at $1.04-$1.05 per share, with the midpoint of $1.045 slightly above the consensus estimate of $1.04. For 2026, Genpact continues to expect reported revenue growth of at least 7%. Using the provided year-ago sales figure of $5.08 billion, this implies revenues of at least $5.44 billion, slightly above the $ 5.43 billion Zacks Consensus Estimate. The company also raised adjusted diluted earnings growth guidance to at least 12%. Its outlook reconciliation indicates adjusted earnings of $4.09 per share, about 1% above the consensus estimate of $4.05. Genpact expects a 36.5% gross margin and a 17.7% adjusted operating margin for the year. G currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. Verisk VRSK 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. 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 Genpact Limited (G) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Verisk Analytics, Inc. (VRSK) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Maximus, Inc. MMS reported mixed third-quarter fiscal 2026 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same. MMS’ adjusted earnings of $2.22 per share surpassed the consensus mark of $2.20 by 0.9% and increased 2.8% year over year. Maximus, Inc. price-consensus-eps-surprise-chart | Maximus, Inc. Quote Revenues of $1.28 billion missed the consensus mark of $1.32 billion by 3.2% and declined 5.1% year over year. Prior-year revenues benefited from elevated natural disaster support and temporary clinical volume surges. Adjusted EBITDA margin improved to 15% from 14.7%. MMS’ shares have declined 28.4% over the past year against the industry’s 2.4% growth. The Zacks S&P 500 composite has risen 23.5% over the same time frame. U.S. Federal Services segment revenues declined 5.3% year over year to $721 million. The prior-year period benefited from elevated natural disaster response work and temporary clinical volume surges that did not recur at the same level in the reported quarter. Segment operating margin improved to 18.6% from 18.1% a year ago. Productivity improvements, technology-enabled efficiencies and stable performance across core program areas aided profitability. U.S. Services segment revenues were $418.2 million, down 4.9% year over year. Management expects the segment to achieve positive organic year-over-year growth by the fourth quarter of fiscal 2026, supported by work for existing customers related to legislative-driven program changes. The segment's operating income increased 0.5% to $45.2 million. Operating margin expanded to 10.8% from 10.2% in the prior-year quarter, reflecting continued sequential improvement during fiscal 2026. Outside the U.S. segment revenues fell 5.2% year over year to $139.8 million. The decline was due to volume variances across several clinical and employment services programs. Operating income totaled $1.2 million compared with $5.9 million a year earlier. Operating margin contracted to 0.9% from the year-ago quarter’s 4%. Maximus continues to focus on converting pipeline opportunities to support growth and margin improvement in the segment. Operating income totaled $161.4 million, down 2.6% year over year. However, operating margin improved by 30 basis points to 12.6%, reflecting better profitability despite lower revenues. Adjusted EBITDA was $192.3 million compared with $198.3 million in the year-ago period. The margin expansion reflected ongoing efficiency initiatives across multiple program areas, including broader deployment of automation and AI-enabled tools. About 75-80% of new bids and rebids now include AI-related requirements or evaluation criteria. Year-to-date signed contract awards totaled $1.25 billion at June 30, 2026, while awarded but unsigned contracts totaled $1.35 billion. The trailing 12-month book-to-bill ratio was 0.5 times. The sales pipeline stood at $50.4 billion, including $2.86 billion of proposals pending, $2.42 billion of proposals in preparation and $45.1 billion of opportunities being tracked. New work represented about 57% of the pipeline, while U.S. Federal Services accounted for roughly 55%. MMS exited the quarter with unrestricted cash and cash equivalents of $57 million and gross debt of $1.65 billion. Its net leverage ratio was 2X, within the company's target range of 2-3X. Cash used in operating activities totaled $125 million, while free cash flow was an outflow of $137 million. Days sales outstanding reached 98 days due to administrative delays at a major federal customer. Collections accelerated after quarter-end, with $245 million received subsequently. Maximus reiterated fiscal 2026 revenue guidance of $5.2-$5.35 billion, with results expected toward the lower end of the range. The midpoint ($5.275 billion) of the guided figure is lower than the Zacks Consensus Estimate of $5.29 billion for the same period. Adjusted earnings guidance was lowered to $7.90-$8.20 per share from $8.25-$8.55 per share. The Zacks Consensus Estimate for the same is pegged at $8.43 per share. A temporary contractual modification with a major federal customer prompted the company to reduce its profitability outlook. Adjusted EBITDA margin guidance was cut to approximately 13.7% from 14.2%, while free cash flow guidance was reduced to $425-$475 million from $450-$500 million. Currently, Maximus carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies plc TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Clean Harbors, Inc. CLH posted better-than-expected second-quarter 2026 results. CLH’s adjusted earnings of $3.22 per share beat the Zacks Consensus Estimate by 17.5% and rose 36.4% year over year. Total revenues of $1.74 billion surpassed the consensus estimate by 6.8% and increased 12% from the year-ago quarter. 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 Maximus, Inc. (MMS) : Free Stock Analysis Report Clean Harbors, Inc. (CLH) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Zeta Global Holdings ZETA reported impressive second-quarter 2026 results. Earnings of 21 cents per share beat the Zacks Consensus Estimate of 20 cents by 5%. GAAP earnings improved to 3 cents per share as the company generated net income of $8.2 million compared with a net loss of $12.8 million a year ago. Revenues surged 43.5% year over year to $442.8 million, surpassing the consensus estimate of $420.2 million by 5.4%. Growth reflected strong AI adoption, customer expansion and higher platform usage. Super-scaled customers and their average revenue per user each increased 17%. The stock gained 6% since the earnings release on Aug. 4 in response to the better-than-expected results and as guidance was strong. For the third quarter of 2026, Zeta expects revenues between $469 million and $472 million, implying growth of 39-40%. The midpoint increased by $10 million from the prior outlook. Adjusted EBITDA is projected between $115 million and $116 million, representing growth of 47-49%. The corresponding margin is expected between 24.4% and 24.7%. Management raised its 2026 revenue guidance to $1.811-$1.824 billion from a prior midpoint of $1.785 billion. The revised range is higher than the current Zacks Consensus estimate of $1.79 billion and indicates growth of 39-40%, or 24-25% excluding M&A and political candidate revenues. Adjusted EBITDA is now expected between $404.1 million and $406.3 million. Free cash flow guidance increased to $254.8-$255.8 million, while GAAP earnings guidance rose to 9-11 cents per share. Zeta Global Holdings Corp. price-consensus-eps-surprise-chart | Zeta Global Holdings Corp. Quote Second-quarter revenues increased from $308.4 million in the year-ago period. Excluding acquisitions, revenues rose 28%, marking the company’s 21st consecutive quarter of more than 20% growth after excluding M&A and political candidate revenues. Demand was broad-based across industries. Eight of Zeta’s top 10 verticals posted more than 20% trailing-12-month growth. Consumer and retail, financial services, automotive and healthcare accelerated from the preceding quarter. The total sales pipeline expanded more than 60% year over year and increased by more than $100 million over the past 90 days. Pipeline creation per seller more than doubled, while average contract values for deals won increased more than 40%. The number of super-scaled customers, which generate at least $1 million in trailing-12-month revenues, reached 197. This compares with 168 a year earlier and 189 in the first quarter, marking seven consecutive quarters of sequential growth. Super-scaled customer average revenue per user reached $1.8 million, up from $1.6 million a year ago. Both customer-count growth and ARPU growth exceeded the ranges in Zeta’s 2028 model. Customers using more than one use case increased 90% year over year, while those employing at least five channels rose more than 50%. Cross-sell and upsell deals won advanced 43%, reflecting traction from the One Zeta sales initiative and Marigold cross-selling. More than 40% of super-scaled customers became monthly active Athena users within 130 days of its enterprise launch. Among all customers, the 20% that comprehensively adopted Zeta’s AI tools generated roughly 70% of revenues. Within the super-scaled group, the 50% of customers with comprehensive AI adoption accounted for 75% of revenues. These AI-intensive users grew four times faster than customers still in the early stages of adoption. Athena engagement is increasingly voice-based, with 83% of customer interactions conducted through spoken commands. Management also noted that 90% of new code generated during the quarter was automated, helping accelerate product development. Adjusted EBITDA increased 56% year over year to $91.7 million. Adjusted EBITDA margin expanded 170 basis points to 20.7%, reflecting integration savings and restructuring benefits from Marigold. Operating expenses totaled $425.8 million compared with $313.5 million a year ago. Cost of revenues was $181 million, while selling and marketing, general and administrative, and research and development expenses were $104 million, $75.9 million and $42.2 million, respectively. Operating cash flow rose 65% to $69.2 million. Free cash flow advanced 73% to $58 million, while free cash flow margin improved 220 basis points to 13.1%. Zeta ended the quarter with cash and cash equivalents of $310 million and long-term borrowings of $197.5 million. The company also repurchased $29.9 million of shares during the quarter. ZETA currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. Verisk VRSK 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. 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 Zeta Global Holdings Corp. (ZETA) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Verisk Analytics, Inc. (VRSK) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Duolingo, Inc. DUOL reported better-than-expected second-quarter 2026 results. Reported earnings of 66 cents per share beat the Zacks Consensus Estimate of 61 cents by 8.2%. Earnings declined from 91 cents in the year-ago quarter as the company continued investing in product development and user growth. Revenues increased 18.3% year over year to $298.5 million and topped the consensus estimate of $297.3 million by 0.4%. Daily active users grew 23% to 58.7 million, accelerating from the first quarter, while paid subscribers increased 17% to 12.7 million. Duolingo, Inc. price-consensus-eps-surprise-chart | Duolingo, Inc. Quote Monthly active users rose 10% year over year to 140.6 million. Management attributed the stronger daily active user growth to product improvements, marketing efforts and a one-time Streak Revival campaign conducted in June. Current User Retention Rate, which measures the proportion of recurring users returning the following day, reached an all-time high of 84%. The metric improved roughly one percentage point from the prior year, reflecting the combined impact of hundreds of product experiments conducted through Duolingo’s Green Machine testing process. The Streak Revival campaign allowed eligible learners to restore their longest previous streak by completing three lessons. About 15.4 million learners participated, including nearly 8 million who did not have an active streak when the campaign began. Subscription revenues increased 22% year over year to $258 million and accounted for the bulk of the company’s top-line expansion. Subscription bookings advanced 10% to $250.3 million. Total bookings rose 8% to $289.1 million, or 6% on a constant-currency basis. Growth moderated from the first quarter due to a difficult year-ago comparison related to the initial Energy rollout, a price increase and stronger advertising performance. Advertising revenues grew 2% to $21.1 million, while Duolingo English Test revenues remained nearly flat at $10.1 million. In-app purchase revenues declined 23% to $8 million. Other revenues increased to $1.3 million from $0.5 million. The company continued testing monetization initiatives designed to avoid adding friction for free users. Longer free trials have increased trial participation and payer conversions while improving the user experience by removing advertisements and Energy restrictions during the trial period. Duolingo is also testing Super Lite, a lower-priced, advertising-supported subscription tier that provides more Energy than the free product but fewer benefits than Super. The offering remains in an early testing phase and represents only a small portion of subscribers. Most new Super Duolingo subscribers now have access to Video Call, the company’s AI-powered conversational practice feature. Management plans to extend access to existing Super subscribers later in 2026 after reducing the cost per call to less than 1 cent through greater use of open-source models. Gross profit increased 19% year over year to $216.7 million. Gross margin expanded 20 basis points to 72.6%, exceeding management’s expectation of approximately 71%, supported by AI cost efficiencies and the measured rollout of AI-powered features. Operating expenses increased to $182.8 million from $149.2 million. Research and development expenses rose to $92.2 million, sales and marketing expenses increased to $40 million, and general and administrative expenses advanced to $50.6 million. Net income declined 26% to $33.2 million, while net margin contracted to 11.1% from 17.8%. Adjusted EBITDA decreased 2% to $77.3 million, and the corresponding margin narrowed 530 basis points to 25.9% as Duolingo prioritized investments in user acquisition and product improvements. Net cash provided by operating activities declined 3% year over year to $88.3 million. Free cash flow decreased 9% to $78.6 million, while free cash flow margin contracted 790 basis points to 26.3%. Duolingo ended the quarter with approximately $1.3 billion in cash and short-term investments. The company repurchased $44.4 million of shares during the quarter, bringing total repurchases under its $400 million authorization to $71.9 million through Aug. 1, 2026. For the third quarter of 2026, management expects revenues of approximately $302 million, indicating 11.1% year-over-year growth. The projection is below the Zacks Consensus Estimate of $305.9 million. Bookings are projected at $307 million, while adjusted EBITDA is forecast at $76 million, implying a 25.2% margin. Duolingo maintained its full-year revenue and bookings targets. Revenues are expected to reach approximately $1.21 billion, up 16.3%, broadly in line with the Zacks Consensus Estimate of $1.21 billion. Bookings are projected at $1.29 billion, indicating growth of 10.9%. The company raised its full-year adjusted EBITDA margin outlook to approximately 26.5% from its earlier expectation of about 25%. Adjusted EBITDA is projected at $320 million, reflecting stronger-than-expected gross margin performance and lower AI costs. DUOL currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. Verisk VRSK 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. 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 Duolingo, Inc. (DUOL) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Verisk Analytics, Inc. (VRSK) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Spotify Technology S.A. SPOT reported second-quarter 2026 earnings of $3.03 per share, missing the Zacks Consensus Estimate of $3.27 by 7.3%. The company had incurred a loss in the year-ago quarter. Higher marketing, cloud and artificial intelligence spending weighed on the bottom line. Revenues of $5.55 billion increased 14% year over year on a reported basis and 15% at constant currency. The figure beat the consensus estimate by a slight margin. Premium subscribers reached 300 million, exceeding management’s guidance by 1 million. Spotify Technology price-consensus-eps-surprise-chart | Spotify Technology Quote Monthly active users, or MAUs, increased 12% year over year and 2% sequentially to 777 million. Spotify added 16 million MAUs during the quarter, one million below its guidance. Growth was recorded across all regions, with notable strength in Europe and North America. Premium subscribers rose 9% year over year and 2% from the prior quarter. Net additions totaled 7 million, exceeding the company’s forecast by one million. Ad-supported MAUs advanced 14% year over year to 494 million, reflecting continued expansion of Spotify’s global audience. Premium revenues increased 15% year over year to €4.33 billion. On a constant-currency basis, revenues grew 16%, supported by subscriber gains and higher pricing. Premium average revenue per user increased 7% to €4.89, or 7.4% excluding currency effects. The benefits of price increases were partly offset by product and geographic mix. Management also highlighted improving engagement, with active days among global subscribers increasing. The company continues to add value through services such as Reserved concert-ticket access, personalized podcasts and additional audiobook offerings. Gross profit increased 21% year over year to €1.60 billion. Gross margin expanded 193 basis points to a record 33.4%, topping management’s forecast of 33.1%. Premium gross margin reached 34.9%, helped by revenue growth outpacing music costs, net of marketplace programs, audiobook expenses and video-podcast costs. Operating expenses increased 3% to €941 million. Excluding currency movements and social charges, expenses rose 19%, mainly because of temporary investments in marketing, cloud infrastructure and AI initiatives. Operating income climbed 61% to €655 million, while operating margin expanded to 13.7% from 9.7%. Ad-supported revenues increased 1% year over year to €446 million, or 3% at constant currency. Growth in music-advertising impressions was partially offset by softer pricing. Podcast advertising benefited from sponsorship gains across Spotify’s owned and licensed portfolio. Automated sales channels represented nearly 40% of ad-supported revenues, up from slightly more than 30% in the first quarter. Active advertisers increased 60% year over year. Management completed its price-optimization work and migrated ad inventory to an in-house ad server, supporting its expectation for double-digit advertising growth in the second half of 2026. Free cash flow increased 14% year over year to €797 million, marking a record second-quarter performance. The improvement reflected higher net income adjusted for noncash items, partly offset by working-capital movements. Trailing 12-month free cash flow reached €3.3 billion. Spotify ended the quarter with €9.4 billion in cash, restricted cash and short-term investments. The company repurchased $662 million of shares through Aug. 3, 30% more than during the comparable 2025 period. It has bought back nearly 2.2 million shares since resuming repurchases in 2025. For the third quarter of 2026, Spotify expects MAUs of 788 million, implying 11 million sequential additions. The outlook incorporates product optimization in emerging markets that is intended to improve free-to-paid conversion. Premium subscribers are projected to reach 305 million, representing 5 million net additions. Revenues are forecast at approximately €5 billion, indicating 14% year-over-year growth. Spotify expects gross margin of 32.9% and operating income of €670 million. Management continues to anticipate about €200 million of incremental marketing and AI-related operating expenses in 2026, while expecting full-year gross and operating margins to improve. SPOT currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. Verisk VRSK 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. 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 Spotify Technology (SPOT) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Verisk Analytics, Inc. (VRSK) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). 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FTI Consulting, Inc. FCN reported second-quarter 2026 results with adjusted earnings of $2.16 per share, topping the Zacks Consensus Estimate of $2.09 by 3.4%. Earnings increased 1.4% year over year, aided by a lower tax rate and fewer outstanding shares, while revenues rose 5.3% year over year. FTI Consulting, Inc. price-consensus-eps-surprise-chart | FTI Consulting, Inc. Quote Lower pass-through revenues partly offset growth in Corporate Finance, Technology and Forensic and Litigation Consulting. Billable headcount increased 3.2%. However, the results did not impress the market as the stock has declined 4.1% since the earnings release on July 30. FCN shares have depreciated 6.4% over the past year compared with the industry’s 30.2% decline. The Zacks S&P 500 composite has risen 22.9% over the same time frame. Net income declined 19.4% year over year to $57.8 million. GAAP earnings were $1.99 per share, down 6.6%, and included $0.17 in extraordinary litigation-related expenses. Adjusted EBITDA fell 6.4% to $104.5 million as higher direct costs and selling, general and administrative expenses more than offset revenue growth. The adjusted EBITDA margin contracted 130 basis points to 10.5%. Direct costs reflected continued investments in senior talent and supporting teams across Corporate Finance, Forensic and Litigation Consulting and Strategic Communications. Selling, General & Administrative (SG&A) expenses increased to $230.7 million from $202.2 million due to higher compensation, travel and entertainment, and legal costs. Corporate Finance revenues increased 8.5% year over year to $411.4 million. Higher realized bill rates across transactions, transformation, and turnaround and restructuring services, along with increased transformation demand and higher success fees, supported growth. Transformation revenues advanced 26%, while transactions revenues increased 10%. Turnaround and restructuring revenues declined 2%, reflecting a softer market, although management said the company continued to gain share in large and complex restructuring matters. Adjusted segment EBITDA rose 5.3% to $86 million. However, the margin declined to 20.9% from 21.5% as higher compensation, including the impact of a 7.8% rise in billable headcount and increased SG&A expenses, partly offset revenue gains. Technology revenues increased 18.4% to $99 million, driven by stronger demand for merger-related second-request services. This was partly offset by lower demand for investigations services. Adjusted segment EBITDA jumped 71.3% to $9.1 million, while the margin expanded to 9.1% from 6.3%. Higher revenues more than offset increased compensation, including higher as-needed consultant costs, and SG&A expenses. Forensic and Litigation Consulting revenues grew 4.1% to $194.3 million. Higher realized bill rates and demand for risk and investigations services offset weaker demand for dispute advisory services. Adjusted segment EBITDA edged up 0.5% to $31.4 million. Economic Consulting revenues declined 1.5% year over year to $188.8 million. Lower demand for non-merger & acquisitions (M&A)-related antitrust and international arbitration services was partly offset by stronger M&A-related antitrust demand and higher realized bill rates in financial economics. The segment improved sharply compared with the first quarter, with revenues rising 7.5% sequentially. Adjusted segment EBITDA improved to $8.8 million from a loss of $5.9 million, reflecting higher revenues and lower compensation expenses. Strategic Communications revenues decreased 2.6% to $100 million due to a $7.4 million decline in pass-through revenues. Excluding pass-through revenues, sales increased 5.4%, driven primarily by higher demand for corporate reputation services. Net cash provided by operating activities increased to $152.3 million from $55.7 million a year earlier. Free cash flow totaled $141 million, compared with $38.3 million in the prior-year quarter. FTI Consulting repurchased 2.6 million shares at an average price of $150.84, spending $390.9 million. The company had approximately $344 million remaining under its repurchase authorization at quarter-end. Cash and cash equivalents were $163.7 million as of June 30, 2026, compared with $198.3 million at the end of the preceding quarter. Total debt reached $1.02 billion, primarily reflecting capital deployed for share repurchases. The company reaffirmed its 2026 revenue guidance of $3.94-$4.10 billion, with the midpoint of $4.02 billion being higher than the Zacks Consensus Estimate of $3.98 billion. It lowered GAAP earnings guidance to $8.70-$9.30 per share from $8.90-$9.60, reflecting extraordinary litigation-related expenses. Adjusted earnings are projected between $9.10 and $9.70 per share, with the midpoint of $9.40 per share being higher than the Zacks Consensus Estimate of $9.25 per share. Management expects Economic Consulting to generate year-over-year revenues and adjusted segment EBITDA growth during the second half. The effective tax rate is expected to be between 21% and 23%, down from the previous 22-24% range. SG&A expenses are projected to be roughly $70 million higher than in 2025, compared with the earlier expectation of a $60 million increase. Currently, FTI Consulting carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies plc TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Clean Harbors, Inc. CLH posted better-than-expected second-quarter 2026 results. CLH’s adjusted earnings of $3.22 per share beat the Zacks Consensus Estimate by 17.5% and rose 36.4% year over year. Total revenues of $1.74 billion surpassed the consensus estimate by 6.8% and increased 12% from the year-ago quarter. 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 FTI Consulting, Inc. (FCN) : Free Stock Analysis Report Clean Harbors, Inc. (CLH) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Broadridge Financial Solutions, Inc. BR reported impressive fourth-quarter fiscal 2026 results, with both earnings and revenues beating the Zacks Consensus Estimate. BR’s adjusted earnings of $3.82 per share topped the Zacks Consensus Estimate of $3.75 by 1.9% and increased 7.6% from the year-ago quarter’s actual. Total revenues of $2.22 billion surpassed the consensus mark of $2.17 billion by 2.1% and rose 7.5% year over year. Recurring revenues increased 8% to $1.54 billion, while closed sales jumped 39% to $158.3 million. Broadridge Financial Solutions, Inc. price-consensus-eps-surprise-chart | Broadridge Financial Solutions, Inc. Quote BR’s shares have declined 40.7% over the past year compared with the industry’s 17.7% decline. The Zacks S&P 500 composite has risen 23.8% over the same time frame. Recurring revenue growth was 8% on both a reported and constant-currency basis. Organic growth contributed 7 percentage points, including 5 points from closed sales, partly offset by a 2-point drag from client losses. Acquisitions added 1 point. Event-driven revenues declined 10% to $71.1 million, primarily due to lower mutual fund proxy revenues. Distribution revenues advanced 8% to $606.5 million, driven mainly by about $32 million of postage-rate increases. Investor Communication Solutions revenues rose 8% to $1.73 billion. Recurring revenues increased 10% to $1.05 billion, reflecting 6 points of internal growth, 3 points from net new business and 1 point from acquisitions. Regulatory recurring revenues grew 14%, aided by 14% equity revenue position growth and 7% mutual fund and ETF position growth. Data-driven fund solutions rose 7%, issuer revenues increased 8%, and customer communications gained 1%. Global Technology and Operations (GTO) recurring revenues increased 5% to $487.5 million. Capital Markets revenues rose 8% to $307.1 million, supported by organic growth and the CQG acquisition. Wealth and Investment Management revenues edged up 1% to $180.5 million. GTO earnings before income taxes nearly doubled to $67.5 million from $33.9 million. Its pre-tax margin expanded to 13.8% from 7.3%, as higher revenues and lower expenses more than offset the impact of ongoing investments. Operating income increased 10% to $546.2 million, while the operating margin expanded 50 basis points to 24.6%. Adjusted operating income rose 7% to $598 million. The adjusted operating margin slipped 10 basis points to 26.9%. Net earnings increased 6% to $398 million, while adjusted net earnings rose 5% to $442 million. The effective tax rate increased to 23.7% from 20.6% because of lower discrete tax benefits. Equity position growth was 17% in the quarter, while equity revenue position growth came in at 14%. Mutual fund and ETF position growth was 7%, underscoring solid activity across Broadridge’s governance network. Internal trade growth was 15%, reflecting higher daily trade volumes among clients whose contracts are linked to activity levels. The metric exceeded the company’s 10-year average of 9%. Broadridge ended fiscal 2026 with cash and cash equivalents of $402.9 million, down from $561.5 million a year earlier. Long-term debt was $3.25 billion compared with $2.75 billion at the end of fiscal 2025. For fiscal 2026, operating cash flow was $1.35 billion. Free cash flow totaled $1.23 billion, representing 110% conversion of adjusted net earnings. The company returned more than $1 billion to shareholders through dividends and net share repurchases during the year. For fiscal 2027, Broadridge expects recurring revenue growth of 6-8% on a constant-currency basis. Adjusted operating margin is projected at about 21%, while adjusted earnings per share growth is anticipated in the 8-12% range. Free cash flow conversion is expected to exceed 100%, and closed sales are projected between $290 million and $330 million. The board approved a 12% increase in the annual dividend to $4.36 per share and authorized a new $1.5 billion share-repurchase program. Currently, Broadridge carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies plc TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins, Inc. ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. 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 Broadridge Financial Solutions, Inc. (BR) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Aptiv PLC APTV reported mixed second-quarter 2026 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same. APTV’s adjusted earnings of $1.63 per share topped the Zacks Consensus Estimate of $1.42 by 14.8% and increased 24.4% from the year-ago quarter, aided by stronger operating profitability, lower interest expense and a reduced share count. Revenues of $3.27 billion missed the consensus mark of $3.32 billion by 1.4% but rose 2.3% year over year. Adjusted revenue growth was 2%, while non-automotive revenues increased 12%. Aptiv PLC price-consensus-eps-surprise-chart | Aptiv PLC Quote The company reported results excluding its Electrical Distribution (EDS) segment, which completed its spin-off into a new publicly traded company, Versigent, on April 1, 2026. North American adjusted revenues advanced 10% despite flat regional vehicle production. Asia-Pacific revenues grew 6%, including a 5% increase in China, even as Chinese vehicle production declined 3%. Europe remained a headwind, with adjusted revenues falling 8% against a 1% production decline. Revenues in South America, Aptiv’s smallest region, decreased 4%. The regional results reflected strength in North America and Asia-Pacific, partly offset by weak European demand. Engineered Components revenues increased 4.8% year over year to $1.80 billion. Adjusted revenue growth was 3%, with automotive revenues flat and non-automotive revenues up 11%. North American demand was the primary growth driver. The segment’s adjusted EBITDA rose 17.5% to $403 million. Its adjusted EBITDA margin expanded to 22.4% from 21.4%, benefiting from higher volumes, operating execution and favorable timing of customer recoveries, despite stranded costs following the Electrical Distribution Systems spin-off. Intelligent Systems revenues were $1.50 billion, compared with $1.51 billion in the prior-year quarter. Adjusted revenues were flat as a 12% increase in non-automotive business and 10% growth in Software and Services were offset by a 3% decline in automotive revenues. Adjusted EBITDA decreased 8.3% to $210 million, while the segment margin contracted to 14% from 15.2%. Increased engineering investments and stranded costs more than offset performance initiatives during the quarter. Adjusted EBITDA increased 12.1% to $613 million. The adjusted EBITDA margin expanded 160 basis points to 18.7% on a continuing operations basis, supported by higher volumes and favorable foreign-currency effects, partly offset by increased commodity costs. Adjusted operating income rose 15.4% to $473 million, and the corresponding margin improved to 14.4% from 12.8%. GAAP operating income increased to $367 million from $325 million. Interest expense declined to $62 million from $92 million, while tax expense increased to $52 million from $16 million. Aptiv secured about $5 billion in new commercial awards, comprising $2.4 billion in Intelligent Systems and $2.5 billion in Engineered Components. The company won its first commercial Gen 8 Radar award and expanded into robotics through a perception-systems award. Non-automotive progress included robotics, drones, energy storage and commercial vehicles. Aptiv also reported a commercial drone win in July and continued collaborating with NVIDIA on production-ready edge Artificial Intelligence platforms. Software and Services growth further supported the company’s diversification beyond automotive markets. Cash provided by continuing operations totaled $137 million, down from $326 million a year ago. Free cash flow was $12 million compared with $219 million, reflecting capital expenditures and costs associated with separating the EDS business. Aptiv ended June with $761 million in cash and cash equivalents and $5.33 billion in long-term debt. The company repurchased 4.1 million shares for $250 million during the quarter, bringing first-half repurchases to $325 million. About $1.8 billion remained under its authorization. For the third quarter, Aptiv expects revenues to be in the range of $3.12-$3.22 billion. The Zacks Consensus Estimate for the same is pegged at $3.36 billion. APTV’s adjusted earnings are projected to be between $1.25 and $1.35 per share. The Zacks Consensus Estimate for the same is pegged at $1.59 per share. Its adjusted EBITDA is projected between $545 million and $575 million, with a margin of 17.7%. For 2026, revenues are forecast at $12.6-$12.8 billion, below the prior range of $12.8-$13.2 billion. The Zacks Consensus Estimate for the same is pegged at $12.94 billion. Adjusted earnings are expected between $5.60 and $5.80 per share compared with the previous outlook of $5.70-$6.10. The Zacks Consensus Estimate for the same is pegged at $5.93 per share. Customer-mix pressures, particularly in China, production changes, launch delays and software timing prompted the revised forecast. Currently, Aptiv carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Trane Technologies plc TT reported impressive second-quarter 2026 results. TT’s adjusted earnings of $4.31 per share outpaced the consensus mark by 0.9% and rose 11.1% from the year-ago quarter’s actual. TT’s total revenues of $6.35 billion surpassed the consensus mark by 2.9% and increased 6.4% year over year. Rollins, Inc. ROL posted unimpressive second-quarter 2026 results. ROL’s adjusted earnings of 32 cents per share missed the Zacks Consensus Estimate by 5.9% but rose 6.7% year over year. Total revenues of $1.08 billion fell short of the consensus estimate by 1.7% but increased 7.9% from the year-ago quarter. 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 Aptiv PLC (APTV) : Free Stock Analysis Report Rollins, Inc. (ROL) : Free Stock Analysis Report Trane Technologies plc (TT) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research