In the fourth quarter of 2025, the U.S. services sector saw continued expansion, with the Services PMI hitting 54.4% in December, marking its 10th month of growth for the year. The real GDP grew at a rate of 4.4% in July-September, showing resilience despite inflation and trade uncertainties. Some service industries, like transportation and retail, performed well, while others like construction and professional services lagged behind.

As some service providers gear up to release their earnings reports, four stocks – Gartner (IT), Coherent (COHR), Exponent (EXPO), and TransUnion (TRU) – are poised to beat earnings estimates this season.

Gartner (IT) is set to report fourth-quarter 2025 results on Feb. 3, with a projected revenue growth of 1.7% and earnings decline of 35.8%. Coherent (COHR) is scheduled to announce second-quarter fiscal 2026 results on Feb. 4, with anticipated revenue growth of 13.9% and earnings increase of 28.4%. Exponent (EXPO) is expected to declare results on Feb. 5, with revenue growth of 3.6% and earnings growth of 2.1%. TransUnion (TRU) is set to report on Feb. 12, with revenue growth of 9.6% and earnings rise of 6.2%.

These stocks have a positive Earnings ESP and favorable Zacks Ranks, indicating potential for earnings surprises. This combination has shown a 70% chance of earnings surprise, making these stocks to watch this earnings season.

Read more at Nasdaq: 4 Business Services Firms Poised to Beat Estimates This Earnings Season