Core Viewpoint - Standard Motor Products, Inc. is set to report its earnings for the three and nine months ended September 30, 2025, on October 31, 2025, before market opens [1]. Earnings Call - The company will hold a conference call on October 31, 2025, at 11:00 AM Eastern Time to discuss its Q3 2025 earnings [1]. - The call will be accessible via webcast on the company's website and through a dedicated phone line for both domestic and international investors [1]. Product Development - Standard Motor Products announced the release of over 250 new part numbers across 31 product categories in Q3 of 2025 [4].

Core Insights - Investors favor businesses with consistent profitability, measured effectively by net profit margin, which indicates a company's efficiency in converting sales into profits [1][2] - Companies like Mission Produce, Inc. (AVO), Standard Motor Products, Inc. (SMP), Dycom Industries, Inc. (DY), and Century Aluminum Company (CENX) demonstrate strong net profit margins, making them attractive to investors [1][8] Financial Metrics - Net profit margin is calculated as Net Profit/Sales * 100, representing the profit retained after all expenses [2] - A higher net profit margin not only attracts investors but also skilled employees, enhancing overall business value [3] Investment Considerations - A strong net profit margin provides clarity on a company's pricing policy, cost structure, and manufacturing efficiency, making it a preferred metric among investors [4] - However, net profit margin varies significantly across industries, and its relevance can diminish for technology companies [4][5] Screening Criteria - The screening parameters for selecting stocks include a net margin of at least 0%, positive percentage change in EPS, and a broker rating of 1, indicating strong bullishness [7] - Stocks with a Zacks Rank of 1 or 2 are expected to outperform their peers in various market conditions [8] Company Profiles - **Mission Produce, Inc. (AVO)**: Engages in sourcing, producing, and marketing avocados, with a Zacks Rank of 1 and a VGM Score of A. The fiscal 2025 earnings estimate was revised upward by 13.6% to $0.67 per share [9][10] - **Standard Motor Products, Inc. (SMP)**: A leading manufacturer of automotive replacement parts, currently holds a Zacks Rank of 2 with a VGM Score of A. The earnings estimate for 2025 remains at $3.76 per share [11][12] - **Dycom Industries, Inc. (DY)**: Operates in the telecom industry, providing various services. It has a Zacks Rank of 2 and a VGM Score of A, with a revised earnings estimate of $10.01 per share for fiscal 2026 [13][14] - **Century Aluminum Company (CENX)**: Engaged in aluminum production, currently holds a Zacks Rank of 2 and a VGM Score of A. The earnings estimate for 2025 increased by 11.7% to $2.30 per share [14][15]

Core Viewpoint - Standard Motor Products (SMP) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [2][4]. - Rising earnings estimates for SMP indicate an improvement in the company's underlying business, likely leading to an increase in stock price [5][10]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [9][10]. Earnings Estimate Revisions for SMP - For the fiscal year ending December 2025, SMP is expected to earn $3.76 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 4.9% over the past three months [8].

Core Insights - Aptiv PLC (APTV) has shown significant year-to-date performance, gaining approximately 41.5%, which is substantially higher than the average gain of 9.4% in the Auto-Tires-Trucks sector [4] - The Zacks Rank for Aptiv PLC is 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] Company Performance - Aptiv PLC is part of the Auto-Tires-Trucks group, which consists of 99 companies and currently ranks 10 in the Zacks Sector Rank [2] - The Zacks Consensus Estimate for Aptiv's full-year earnings has increased by 4.6% over the past three months, reflecting improved analyst sentiment [4] - In comparison, Standard Motor Products (SMP) has also outperformed the sector with a year-to-date return of 31.9% and a Zacks Rank of 2 (Buy) [5] Industry Context - Aptiv PLC belongs to the Automotive - Original Equipment industry, which includes 51 companies and is currently ranked 73 in the Zacks Industry Rank, with an average gain of 3.7% this year [6] - In contrast, Standard Motor Products is part of the Automotive - Replacement Parts industry, which has seen a decline of 8.6% year to date and consists of 7 stocks currently ranked 27 [6]

Core Insights - The S&P 500 and Nasdaq experienced significant gains due to positive news regarding the potential end of the government shutdown and renewed trade discussions between the U.S. and China [1] - Despite the market nearing all-time highs, investor sentiment remains cautious, as indicated by CNN's Fear and Greed Index, which is currently at 29, suggesting a preference for value stocks over overheated ones [2] Value Stock Screening - A value-focused stock screening strategy is employed to identify top-ranked Zacks stocks, specifically those with Zacks Rank 1 (Strong Buys) or 2 (Buys) [3][4] - The screening criteria include P/E ratios below the industry median and P/S ratios under the industry median to ensure relative value [4][8] - The screening process also considers quarterly earnings rates above the industry median and utilizes a blend of upgrades and estimate revisions to select the best stocks [5][8] Standard Motor Products (SMP) - Standard Motor Products, Inc. (SMP) is highlighted as a leading manufacturer and distributor of automotive parts, with a focus on both aftermarket and original equipment customers [6] - SMP is projected to grow its adjusted EPS by 19% in 2025 and 14% in the following year, with revenue expected to increase by 21% in 2025 and 3% next year [9] - Over the past 15 years, SMP has outperformed its industry with a stock price increase of 280%, compared to the industry's 67% and the sector's 160% [11] - Currently, SMP trades at a 70% discount to its sector and 40% below its 15-year highs, indicating potential for further growth [13]

Core Viewpoint - Standard Motor Products (SMP) has shown strong stock performance, with a 33.4% increase since the beginning of the year, outperforming both the Zacks Auto-Tires-Trucks sector and the Zacks Automotive - Replacement Parts industry [1][2]. Performance Summary - The stock has increased by 3.3% over the past month and reached a new 52-week high of $41.75 [1]. - SMP has consistently beaten earnings estimates, reporting an EPS of $1.29 against a consensus estimate of $0.97 in its last earnings report [2]. Earnings Forecast - For the current fiscal year, SMP is expected to post earnings of $3.7 per share with revenues of $1.75 billion, reflecting a 16.72% change in EPS and a 19.75% change in revenues [3]. - The next fiscal year projections indicate earnings of $4.26 per share on $1.8 billion in revenues, representing a year-over-year change of 15.05% in EPS and 2.54% in revenues [3]. Valuation Metrics - SMP has a Value Score of A, with Growth and Momentum Scores of C and D, respectively, resulting in a VGM Score of B [6]. - The stock trades at 11.2X current fiscal year EPS estimates, below the peer industry average of 12.5X, and at 8.6X trailing cash flow compared to the peer group's average of 9.5X [7]. Zacks Rank - SMP holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [8]. - The combination of a Zacks Rank of 1 or 2 and Style Scores of A or B suggests that SMP shares may have potential for further growth in the near future [9].

Group 1 - The article discusses the aftermarket sector and highlights the importance of identifying undercovered opportunities and momentum-driven sectors for investment [1] - The author emphasizes a mixed approach of long-term conviction holdings combined with tactical sector rotations to maximize returns [1] Group 2 - The author has a background in Finance and Accounting and previous experience in financial advisory, which informs their investment analysis [1] - The article is presented as a personal opinion and does not constitute financial advice [2][3]

Core Insights - The article discusses the aftermarket sector and highlights the importance of identifying undercovered opportunities and momentum-driven sectors in investment strategies [1]. Group 1: Company Analysis - The author emphasizes a mixed approach to investing, combining long-term conviction holdings with tactical sector rotations [1]. - The focus is on making money rather than merely being right in investment decisions [1]. Group 2: Industry Perspective - The article suggests that the aftermarket sector presents potential investment opportunities that may not be fully recognized by the market [1].

Group 1 - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and companies that generate it [1] - The service offers subscribers access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] Group 2 - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas market [2]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow generation and growth potential [1] - Subscribers have access to a stock model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Company and Industry Summary - The service targets investors interested in identifying value and growth opportunities within the oil and gas industry [1] - The focus on cash flow indicates a strategy aimed at companies that demonstrate strong financial performance and sustainability [1] - The community aspect allows for real-time engagement and sharing of insights among subscribers, enhancing the investment decision-making process [1]