JCI

UFP Industries is expected to report Q3 2026 earnings of $1.20 per share (down 7% YoY) with revenues of $1.59 billion (up 2.1% YoY) on October 28. The company has a positive Earnings ESP of +0.83% combined with a Zacks Rank #3 (Hold), suggesting it will likely beat consensus estimates. However, the consensus EPS estimate has been revised 8.53% lower over the last 30 days.

Rollins (ROL) is set to report Q3 2026 earnings on Oct. 21 with revenues expected to grow 9.6% to $1.13 billion across all segments. However, EPS is projected to remain flat at 35 cents as higher buyout and integration costs offset revenue gains. The company has an unimpressive earnings surprise history and carries a Zacks Rank #4 (Sell) with negative Earnings ESP of -1.45%.

The article discusses using Zacks' Earnings ESP (Expected Surprise Prediction) metric to identify construction stocks likely to beat quarterly earnings expectations. United Rentals and Johnson Controls are highlighted as stocks with positive ESP figures suggesting potential earnings surprises ahead of their October 2026 earnings reports.

The First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID) is recommended as a Buy-rated option for investors seeking exposure to the utilities and infrastructure sector. With $12.28 billion in assets, a 0.56% expense ratio, and 21.24% year-to-date gains, GRID offers diversified exposure to 128 holdings.

However, it carries higher risk with a beta of 1.26 and 20.76% standard deviation. Alternative infrastructure ETFs like IGF and PAVE are also available with lower expense ratios.