Core Insights - PureCycle Technologies, Inc. reported a quarterly loss of $0.42 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.25, marking an earnings surprise of -68.00% [1] - The company generated revenues of $2.7 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 43.45%, compared to zero revenues a year ago [2] - The stock has increased by approximately 3.3% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.21 on revenues of $12.05 million, and for the current fiscal year, it is -$0.60 on revenues of $110 million [7] - The estimate revisions trend for PureCycle Technologies was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Waste Removal Services industry, to which PureCycle Technologies belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - Another company in the same industry, Quest Resource, is expected to report quarterly earnings of $0.01 per share, reflecting a year-over-year change of +102.2%, with revenues projected at $61.17 million, down 12.6% from the previous year [9]

Montrose Environmental (MEG) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.29 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +48.94%. A quarter ago, it was expected that this company would post earnings of $0.33 per share when it actually produced earnings of $0.36, delivering a surprise of +9.09%.Over the last four quarters, the c ...

Industry Overview - The Waste Management industry is witnessing positive trends due to government regulations, advanced technology adoption, and increased environmental awareness, with a projected 6.6% CAGR through 2031 [1] - The industry is categorized into segments based on waste type, including industrial, commercial, domestic, and agricultural waste, with industrial waste gaining significance due to ongoing industrial expansion [3] - The Disposal services segment is the primary revenue-generating category, driven by the growing need for waste recycling [3] Environmental and Technological Impact - Waste management is integral to Environmental, Social, and Governance (ESG) goals, with an average ESG disclosure score of 50-60% for the industry, aligning with consumer and investor demands for sustainability [4] - Technology, particularly AI, is crucial for improving waste sorting and management, leading to more effective and eco-friendly practices [5] - Waste-to-Energy (WTE) technologies are expected to grow from $37.3 billion in 2025 to $51.7 billion by 2034, with a CAGR of 3.6%, driven by increased waste generation and a focus on sustainable living [6] Financial Performance and Challenges - The Zacks Waste Removal Services industry has seen a 3.7% decline over the past year, underperforming compared to the S&P 500's 15% rally [10] - The industry is currently trading at an EV-to-EBITDA ratio of 12.84X, lower than the S&P 500's 17.7X, indicating potential valuation opportunities [13] - Rising operating costs due to the complexity of waste management processes are putting pressure on companies' bottom lines [7] Company Highlights - **Casella Waste Systems (CWST)**: The company is focused on solid waste pricing strength and has automated 60% of its trucks, leading to improved operational efficiencies. CWST has a strong balance sheet with $193 million in cash and a current ratio of 1.51 [17][18][19] - **Republic Services, Inc. (RSG)**: RSG is investing in new technologies and AI to enhance service delivery and productivity. The company plans to invest $1 billion in acquisitions in 2026, which could strengthen its competitive position [23][25][26] - **Clean Harbors (CLH)**: CLH's growth is supported by pricing gains and increased productivity, particularly in PFAS solutions, which are expected to generate $100-$120 million in revenues in 2025. The company has a strong liquidity position with a current ratio of 2.44 [29][30][31]

分组1 - Clean Harbors reported quarterly earnings of $1.62 per share, exceeding the Zacks Consensus Estimate of $1.59 per share, and showing an increase from $1.55 per share a year ago, resulting in an earnings surprise of +1.76% [1] - The company achieved revenues of $1.5 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.38% and up from $1.43 billion year-over-year [2] - Clean Harbors has outperformed the S&P 500 with a stock price increase of approximately 14.8% since the beginning of the year, while the S&P 500 has shown a zero return [3] 分组2 - The earnings outlook for Clean Harbors is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for Clean Harbors was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $1.48 billion, and for the current fiscal year, it is $7.86 on revenues of $6.21 billion [7] 分组3 - The Waste Removal Services industry, to which Clean Harbors belongs, is currently ranked in the bottom 18% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Core Viewpoint - Select Water Solutions, Inc. reported break-even quarterly earnings per share, which was below the Zacks Consensus Estimate of $0.01, compared to a loss of $0.01 per share a year ago, indicating a significant earnings surprise of -100.00% [1] Financial Performance - The company posted revenues of $346.5 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 8.01%, although this represents a slight decline from year-ago revenues of $349.05 million [2] - Over the last four quarters, Select Water Solutions has surpassed consensus revenue estimates three times [2] Stock Performance - Shares of Select Water Solutions have increased approximately 21.9% since the beginning of the year, contrasting with a 0.1% decline in the S&P 500 [3] - The stock's immediate price movement will largely depend on management's commentary during the earnings call [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $326.58 million, and for the current fiscal year, it is $0.26 on revenues of $1.35 billion [7] - The estimate revisions trend prior to the earnings release was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Waste Removal Services industry, to which Select Water Solutions belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

分组1 - GFL Environmental Inc. reported quarterly earnings of $0.26 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and showing an increase from $0.16 per share a year ago, resulting in an earnings surprise of +90.20% [1] - The company posted revenues of $1.21 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.66%, although this represents a decline from year-ago revenues of $1.42 billion [2] - GFL Environmental has surpassed consensus revenue estimates three times over the last four quarters, indicating a mixed performance in earnings estimate revisions leading to a Zacks Rank 3 (Hold) for the stock [6] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $1.18 billion, and for the current fiscal year, it is $0.76 on revenues of $5.04 billion [7] - The Waste Removal Services industry, to which GFL Environmental belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

分组1 - Waste Connections reported quarterly earnings of $1.29 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and up from $1.16 per share a year ago, representing an earnings surprise of +0.85% [1] - The company posted revenues of $2.37 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.01%, and an increase from $2.26 billion year-over-year [2] - Waste Connections has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock has underperformed the market, losing about 2.7% since the beginning of the year, while the S&P 500 gained 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $2.36 billion, and for the current fiscal year, it is $5.64 on revenues of $9.97 billion [7] - The Waste Removal Services industry is currently ranked in the bottom 29% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

分组1 - Xylem reported quarterly earnings of $1.42 per share, matching the Zacks Consensus Estimate, and showing an increase from $1.18 per share a year ago, resulting in an earnings surprise of +0.35% [1] - The company achieved revenues of $2.4 billion for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.86%, and up from $2.26 billion year-over-year [2] - Xylem has surpassed consensus EPS estimates in all four of the last quarters, indicating consistent performance [2] 分组2 - The stock has gained approximately 2.9% since the beginning of the year, outperforming the S&P 500's gain of 1.7% [3] - The current consensus EPS estimate for the upcoming quarter is $1.15 on revenues of $2.15 billion, and for the current fiscal year, it is $5.52 on revenues of $9.33 billion [7] - The Waste Removal Services industry, to which Xylem belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, which may impact stock performance [8]

分组1 - Veralto reported quarterly earnings of $1.04 per share, exceeding the Zacks Consensus Estimate of $0.98 per share, and showing an increase from $0.95 per share a year ago, resulting in an earnings surprise of +6.01% [1] - The company posted revenues of $1.4 billion for the quarter ended December 2025, which was 0.53% below the Zacks Consensus Estimate, but an increase from $1.35 billion year-over-year [2] - Over the last four quarters, Veralto has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] 分组2 - The stock has gained approximately 1.7% since the beginning of the year, compared to the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $1.42 billion, and for the current fiscal year, it is $4.20 on revenues of $5.86 billion [7] 分组3 - The Waste Removal Services industry, to which Veralto belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - GFL Environmental Inc., another company in the same industry, is expected to report quarterly earnings of $0.14 per share, reflecting a year-over-year decline of 12.5%, with revenues anticipated to be $1.19 billion, down 16.2% from the previous year [9][10]

Core Insights - Pentair plc (PNR) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, and up from $1.08 per share a year ago, representing an earnings surprise of +1.14% [1] - The company achieved revenues of $1.02 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.60%, compared to $972.9 million in the same quarter last year [2] Earnings Performance - Over the last four quarters, Pentair has consistently surpassed consensus EPS estimates [2] - The company had a previous quarter earnings surprise of +5.08%, with actual earnings of $1.24 per share against an expectation of $1.18 per share [1] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $1.22 on revenues of $1.05 billion, and for the current fiscal year, it is $5.38 on revenues of $4.34 billion [7] - The estimate revisions trend for Pentair was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - Pentair operates within the Zacks Waste Removal Services industry, which is currently ranked in the bottom 30% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Pentair's stock may be influenced by the overall outlook of the waste removal industry [8]