分组1 - Franklin Electric reported quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $0.89 per share, but showing an increase from $0.72 per share a year ago, resulting in an earnings surprise of -2.61% [1] - The company posted revenues of $506.86 million for the quarter ended December 2025, which was below the Zacks Consensus Estimate by 1.49%, and an increase from $485.74 million year-over-year [2] - Over the last four quarters, Franklin Electric has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - The stock has increased approximately 14% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $486.5 million, and for the current fiscal year, it is $4.71 on revenues of $2.23 billion [7] - The Manufacturing - Electronics industry, to which Franklin Electric belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: ABB (ABBNY) - ABB currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - Over the past week, ABB shares increased by 0.6%, while the Zacks Manufacturing - Electronics industry rose by 1.46% [5] - In a longer timeframe, ABB's monthly price change is 17.24%, outperforming the industry's 7.89% [5] - Over the past quarter, ABB shares have risen by 31.41%, and over the last year, they are up 60.59%, compared to the S&P 500's increases of 1.86% and 15.7%, respectively [6] Trading Volume - ABB's average 20-day trading volume is 376,706 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, three earnings estimates for ABB have been revised upwards, with no downward revisions, raising the consensus estimate from $3.03 to $3.08 [9] - For the next fiscal year, one estimate has moved upwards, with no downward revisions noted [9] Conclusion - Given the positive momentum indicators and earnings outlook, ABB is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

分组1 - Powell Industries reported quarterly earnings of $3.4 per share, exceeding the Zacks Consensus Estimate of $2.85 per share, and showing an increase from $2.86 per share a year ago, resulting in an earnings surprise of +19.30% [1] - The company posted revenues of $251.18 million for the quarter ended December 2025, which was 2.44% below the Zacks Consensus Estimate, but an increase from $241.43 million year-over-year [2] - Powell Industries has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates two times during the same period [2] 分组2 - The stock has gained approximately 38.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $3.71, with expected revenues of $295.84 million, and for the current fiscal year, the EPS estimate is $15.45 on revenues of $1.18 billion [7] - The Manufacturing - Electronics industry, to which Powell Industries belongs, is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

分组1 - Emerson Electric reported quarterly earnings of $1.46 per share, exceeding the Zacks Consensus Estimate of $1.41 per share, and up from $1.38 per share a year ago, indicating a positive earnings surprise of +3.47% [1][2] - The company posted revenues of $4.35 billion for the quarter ended December 2025, which was slightly below the Zacks Consensus Estimate by 0.12%, but an increase from $4.18 billion year-over-year [3] - Over the last four quarters, Emerson Electric has surpassed consensus EPS estimates three times, while it has only topped revenue estimates once [2][3] 分组2 - Emerson Electric shares have increased approximately 12% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [4] - The current consensus EPS estimate for the upcoming quarter is $1.57 on revenues of $4.64 billion, and for the current fiscal year, it is $6.47 on revenues of $18.86 billion [8] - The Manufacturing - Electronics industry, to which Emerson Electric belongs, is currently ranked in the top 40% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [9]

Core Viewpoint - Eaton reported quarterly earnings of $3.33 per share, matching the Zacks Consensus Estimate, and showing an increase from $2.83 per share a year ago, indicating a positive earnings surprise of +0.12% [1] Financial Performance - The company posted revenues of $7.06 billion for the quarter ended December 2025, which was 0.71% below the Zacks Consensus Estimate, but an increase from $6.24 billion year-over-year [2] - Over the last four quarters, Eaton has surpassed consensus EPS estimates four times and topped revenue estimates twice [2] Stock Performance - Eaton shares have increased approximately 12.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $3.04 for the upcoming quarter and $13.54 for the current fiscal year [7] - The Zacks Rank for Eaton is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Manufacturing - Electronics industry, to which Eaton belongs, is currently in the top 40% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Core Viewpoint - Powell Industries (POWL) has shown significant stock performance with a 43.34% increase over the past month, outperforming both the Industrial Products sector and the S&P 500 [1] Company Performance - Powell Industries closed at $443.12, reflecting a -3.02% change from the previous day, which is a lag compared to the S&P 500's loss of 0.43% [1] - The upcoming earnings report is scheduled for February 3, 2026, with projected EPS of $2.85, indicating a 0.35% decrease year-over-year, while revenue is expected to be $257.47 million, a 6.64% increase from the same quarter last year [2] - For the annual period, earnings are anticipated at $15.45 per share and revenue at $1.18 billion, representing increases of +3.97% and +6.63% respectively from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Powell Industries indicate a positive outlook, with the Zacks Consensus EPS estimate rising by 1.19% in the past month [5] - Powell Industries currently holds a Zacks Rank of 3 (Hold), which reflects a neutral sentiment among analysts [5] Valuation Metrics - The Forward P/E ratio for Powell Industries is 29.58, which is higher than the industry average of 24.76, suggesting a premium valuation [6] - The company has a PEG ratio of 2.11, compared to the industry average PEG ratio of 2.02, indicating a similar growth expectation relative to earnings [7] Industry Context - Powell Industries operates within the Manufacturing - Electronics industry, which is part of the Industrial Products sector, currently ranked 154 out of over 250 industries, placing it in the bottom 38% [8]

分组1 - A.O. Smith reported quarterly earnings of $0.9 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and showing an increase from $0.85 per share a year ago, resulting in an earnings surprise of +7.78% [1] - The company achieved revenues of $912.5 million for the quarter ended December 2025, slightly missing the Zacks Consensus Estimate by 1.15%, and showing a marginal increase from $912.4 million year-over-year [2] - A.O. Smith has surpassed consensus EPS estimates in all four of the last quarters, while it has topped consensus revenue estimates three times during the same period [2] 分组2 - The stock has gained approximately 3.9% since the beginning of the year, outperforming the S&P 500, which has increased by 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.02 on revenues of $996.99 million, and for the current fiscal year, it is $4.12 on revenues of $4 billion [7] - The Manufacturing - Electronics industry, to which A.O. Smith belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Industry Overview - The Zacks Manufacturing - Electronics industry is experiencing stable demand due to the electronic services end market, increased adoption of advanced manufacturing technologies, and product innovation efforts [1] - A surge in e-commerce activities is expected to further support the industry's growth [1] Industry Challenges - A slowdown in the manufacturing sector and supply-chain issues are negatively impacting the performance of some industry participants [2] - The manufacturing sector has contracted for ten consecutive months, with the Manufacturing PMI at 47.9% in December, indicating a contraction in manufacturing activity [6] Industry Trends - Demand across key end markets remains stable despite manufacturing slowdowns, with electronics manufacturers benefiting from the integration of advanced electronic components [4] - Companies are increasingly investing in digitization to enhance operational productivity, product quality, and reduce costs [5] Industry Performance - The Zacks Manufacturing - Electronics industry has underperformed compared to the broader sector and the S&P 500, growing 5.4% over the past year, while the sector rose 10.3% and the S&P 500 increased by 19.4% [10] Current Valuation - The industry is currently trading at a forward 12-month Price-to-Earnings (P/E) ratio of 22.27X, which is above the sector's P/E of 21.68X but below the S&P 500's P/E of 23.38X [13] Notable Companies - **Powell Industries, Inc. (POWL)**: Engaged in manufacturing custom-engineered equipment, benefiting from strong project activity in electric utility and industrial markets, with shares up 55.2% in the past year [18][19] - **Emerson Electric Co. (EMR)**: Offers a range of products and services, experiencing solid momentum in the Final Control business, with shares gaining 18.9% in the past year [22][23] - **Eaton Corporation plc (ETN)**: A diversified power management company benefiting from rising demand in AI-data centers, with shares down 3.7% over the past year but up 5.6% in the past month [26][27] - **EnerSys (ENS)**: Focused on industrial batteries, well-positioned due to strong momentum in aerospace and defense markets, with shares rising 19.2% in the past year [30][31]

Group 1: Company Overview - Kawasaki Heavy Industries Ltd. is part of the Industrial Products group, which consists of 181 companies and is currently ranked 5 in the Zacks Sector Rank [2] - The company has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Group 2: Performance Metrics - Year-to-date, Kawasaki Heavy Industries Ltd. has returned 17.2%, outperforming the average gain of 10.4% in the Industrial Products sector [4] - The Zacks Consensus Estimate for Kawasaki's full-year earnings has increased by 8.6% over the past quarter, reflecting stronger analyst sentiment [3] Group 3: Industry Context - Kawasaki Heavy Industries Ltd. operates within the Manufacturing - General Industrial industry, which includes 43 companies and is currently ranked 179 in the Zacks Industry Rank [6] - The average gain for stocks in the Manufacturing - General Industrial industry this year is 11.9%, indicating that Kawasaki is performing better than its peers [6]

Core Viewpoint - EnerSys (ENS) has shown strong stock performance, with a 5.3% increase over the past month and reaching a 52-week high of $156.21, outperforming the Zacks Industrial Products sector and the Zacks Manufacturing - Electronics industry year-to-date [1] Financial Performance - EnerSys has consistently beaten earnings estimates, reporting an EPS of $2.56 against a consensus estimate of $2.36 in its last earnings report [2] - For the current fiscal year, EnerSys is projected to achieve earnings of $10.28 per share on revenues of $3.76 billion, reflecting a 1.28% increase in EPS and a 3.96% increase in revenues [3] - The next fiscal year forecasts earnings of $12.41 per share on revenues of $3.88 billion, indicating a year-over-year growth of 20.72% in EPS and 3.03% in revenues [3] Valuation Metrics - EnerSys has a Value Score of B, with Growth and Momentum Scores of C and F respectively, resulting in a combined VGM Score of B [6] - The stock trades at 15.1 times the current fiscal year EPS estimates, below the peer industry average of 23.5 times, and at 11.9 times trailing cash flow compared to the peer group's average of 23.2 times [7] - The PEG ratio stands at 1, which does not position the company among the top value stocks [7] Zacks Rank - EnerSys holds a Zacks Rank of 1 (Strong Buy), supported by a favorable earnings estimate revision trend [8] - The combination of a Zacks Rank of 1 or 2 and Style Scores of A or B suggests that EnerSys shares may have further upside potential in the near term [8]