The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Pitney Bowes (NYSE: PBI) and the rest of the industrial & environmental services stocks fared in Q1.

Growing regulatory pressure on environmental compliance and increasing corporate ESG commitments should buoy the sector for years to come. On the other hand, environmental regulations continue to evolve, and this may require costly upgrades, volatility in commodity waste and recycling markets, and labor shortages in industrial services. As for digitization, a theme that is impacting nearly every industry, the increasing use of data, analytics, and automation will give rise to improved efficiency of operations. Conversely, though, the benefits of digitization also come with challenges of integrating new technologies into legacy systems.

The 8 industrial & environmental services stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was 2.1% above.

Luckily, industrial & environmental services stocks have performed well with share prices up 11.1% on average since the latest earnings results.

Weakest Q1: Pitney Bowes (NYSE: PBI)

With a century-long history dating back to 1920 and processing over 15 billion pieces of mail annually, Pitney Bowes (NYSE: PBI) provides shipping, mailing technology, logistics, and financial services to businesses of all sizes.

Pitney Bowes reported revenues of $477.4 million, down 3.2% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with a significant miss of analysts’ full-year EPS guidance estimates and full-year revenue guidance meeting analysts’ expectations.

Pitney Bowes delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. Interestingly, the stock is up 9.4% since reporting and currently trades at $17.00.

Read our full report on Pitney Bowes here, it’s free.

Best Q1: CECO Environmental (NASDAQ: CECO)

With roots dating back to 1869 and a focus on creating cleaner industrial operations, CECO Environmental (NASDAQ: CECO) provides technology and expertise that helps industrial companies reduce emissions, treat water, and improve energy efficiency across various sectors.

CECO Environmental reported revenues of $205.9 million, up 16.5% year on year, outperforming analysts’ expectations by 4.1%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and full-year revenue guidance topping analysts’ expectations.

CECO Environmental achieved the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 50.5% since reporting. It currently trades at $97.69.

Is now the time to buy CECO Environmental? Access our full analysis of the earnings results here, it’s free.

Vestis (NYSE: VSTS)

Operating a network of more than 350 facilities with 3,300 delivery routes serving customers weekly, Vestis (NYSE: VSTS) provides uniform rentals, workplace supplies, and facility services to over 300,000 business locations across the United States and Canada.

Vestis reported revenues of $659.4 million, flat year on year, exceeding analysts’ expectations by 0.7%. Still, it was a slower quarter as it posted EPS in line with analysts’ estimates.

Interestingly, the stock is up 41.5% since the results and currently trades at $13.16.

Read our full analysis of Vestis’s results here.

Tetra Tech (NASDAQ: TTEK)

With a 50-year legacy of "Leading with Science" and operations on all seven continents, Tetra Tech (NASDAQ: TTEK) provides high-end consulting and engineering services focused on water management, environmental solutions, and sustainable infrastructure for government and commercial clients worldwide.

Tetra Tech reported revenues of $1.05 billion, down 4.9% year on year. This number topped analysts’ expectations by 4.8%. It was a strong quarter as it also put up revenue guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.

Tetra Tech delivered the biggest analyst estimate beat and highest full-year guidance raise, but had the slowest revenue growth among its peers. The stock is down 12% since reporting and currently trades at $28.03.

Read our full, actionable report on Tetra Tech here, it’s free.

Driven Brands (NASDAQ: DRVN)

With approximately 5,000 locations across 49 U.S. states and 13 other countries, Driven Brands (NASDAQ: DRVN) operates a network of automotive service centers offering maintenance, car washes, paint, collision repair, and glass services across North America.

Driven Brands reported revenues of $484.4 million, up 8.2% year on year. This print surpassed analysts’ expectations by 0.6%. Overall, it was a strong quarter as it also recorded a beat of analysts’ EPS estimates and full-year EPS guidance in line with analysts’ estimates.

The stock is down 8% since reporting and currently trades at $12.46.

Read our full, actionable report on Driven Brands here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.