2026-08-20

#reports #AMAT

[Applied Materials](https://eninvs.com/all.php?name=AMAT) (Semiconductor manufacturer ) reported for 2026 q3
(2026-05-14, After Market Close):

- Revenue +24.8% YoY (vs +11.4% in previous quarter and historical rate +5.4%)
- EBITDA -100% YoY (vs +17.0% in previous quarter and historical rate -5.2%)
- Net Debt decreased by $226 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$1.2 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 43.9x compared to historical level (75th percentile) of 24.6x
- EV/Sales multiple is 13.6x

------------------------------------------------

2026-08-19

#reports #ADI
@ internet-of-things

[Analog Devices](https://eninvs.com/all.php?name=ADI) (Integrated circuits provider ) reported for 2026 q3
(2026-05-20, Before Market Open):

- Revenue +39.7% YoY (vs +37.2% in previous quarter and historical rate +7.2%)
- EBITDA +31.6% YoY (vs +58.7% in previous quarter and historical rate +8.0%)
- EBITDA margin 42.7% decreased compared to 45.3% same period last year
- Net Debt decreased by $297 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$2.2 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 30.3x compared to historical level (75th percentile) of 30.9x
- EV/Sales multiple is 14.2x

------------------------------------------------

2026-08-17

#reports #FN

[Fabrinet](https://eninvs.com/all.php?name=FN) (Electronic Components) reported for 2026 q2
(2026-05-04, After Market Close):

- Revenue +44.6% YoY (vs +39.2% in previous quarter and historical rate +21.0%)
- EBITDA -100% YoY (vs +51.6% in previous quarter and historical rate +9.4%)
- Net Debt increased by $944 mln over the past reporting period (4.4% of market cap)
- FCF (LTM) +$0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 40.3x compared to historical level (75th percentile) of 35.5x
- EV/Sales multiple is 4.4x

------------------------------------------------

2026-08-14

#reports #PNC

[PNC Financial Services](https://eninvs.com/all.php?name=PNC) (Financial services provider) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=PNC&q=2026 q2&id=959406)
(2026-07-15, Before Market Open):

- Revenue +21.4% YoY (vs +13.1% in previous quarter and historical rate +4.3%)
- P/E multiple is 23.2x compared to historical level (75th percentile) of 28.3x
- P/S multiple is 4.4x
- Price to book: 1.8x

------------------------------------------------

2026-08-14

#reports #OKE

[ONEOK](https://eninvs.com/all.php?name=OKE) (Gas provider) reported for 2026 q2
(2026-04-28, After Market Close):

- Revenue +52.8% YoY (vs +19.6% in previous quarter and historical rate +30.7%)
- EBITDA +16% YoY (vs +12.9% in previous quarter and historical rate +29.5%)
- EBITDA margin 17.3% decreased compared to 22.8% same period last year
- Net Debt decreased by $619 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) -$2.5 bln (negative), 6.0% of market cap
- EV/EBITDA multiple is 9.6x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 1.9x

------------------------------------------------

2026-08-14

#reports #NVMI

[Nova Measuring Instruments](https://eninvs.com/all.php?name=NVMI) (Semiconductor Equipment and Materials) reported for 2026 q2
(2026-05-14, Before Market Open):

- Revenue +15.9% YoY (vs +10.3% in previous quarter and historical rate +27.3%)
- EBITDA +15.5% YoY (vs +13.2% in previous quarter and historical rate +32.5%)
- EBITDA margin 32.2% decreased compared to 32.3% same period last year
- Net Debt increased by $298 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) -$0.6 bln (negative), 4.4% of market cap
- EV/EBITDA multiple is 45.7x compared to historical level (75th percentile) of 40.5x
- EV/Sales multiple is 14.3x

------------------------------------------------

2026-08-14

#reports #BXP
@ REITs

[Boston Properties](https://eninvs.com/all.php?name=BXP) (Real estate investment trust) reported for 2026 q2
(2026-04-28, After Market Close):

- Revenue +3.2% YoY (vs +0.8% in previous quarter and historical rate +3.2%)
- EBITDA margin 28.9% increased compared to 0.0% same period last year
- Net Debt increased by $19 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 56.5x compared to historical level (75th percentile) of 33.5x
- EV/Sales multiple is 4.2x

------------------------------------------------

2026-08-14

#reports #NET
@ cybersecurity

[Cloudflare](https://eninvs.com/all.php?name=NET) (Provides a secure connection to the Internet) reported for 2026 q2
(2026-05-07, After Market Close):

- Revenue +35.9% YoY (vs +33.6% in previous quarter and historical rate +30.7%)
- EBITDA -100% YoY (vs -133.3% in previous quarter and historical rate +79.7%)
- Net Debt increased by $2.3 bln since the start of the year (2.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 477.5x compared to historical level (75th percentile) of 977x
- EV/Sales multiple is 43.9x

------------------------------------------------

2026-08-12

#reports #COHR

[Coherent](https://eninvs.com/all.php?name=COHR) (Laser equipment manufacturer) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +33.8% YoY (vs +20.6% in previous quarter and historical rate +12.6%)
- EBITDA margin 12.4% increased compared to -4.1% same period last year
- Net Debt decreased by $1 bln since the start of the year (11.4% of market cap)
- FCF (LTM) +$2 bln (positive), 22.3% of market cap
- EV/EBITDA multiple is 8.2x compared to historical level (75th percentile) of 10.5x
- EV/Sales multiple is 1.4x

------------------------------------------------

2026-08-12

#reports #UBER

[Uber Technologies](https://eninvs.com/all.php?name=UBER) (Ride hailing services provider) reported for 2026 q2
(2026-05-06, Before Market Open):

- Revenue +12.2% YoY (vs +14.5% in previous quarter and historical rate +16.5%)
- EBITDA -100% YoY (vs +49.9% in previous quarter and historical rate +94.3%)
- Net Debt increased by $1.5 bln since the start of the year (1.0% of market cap)
- FCF (LTM) -$2.6 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 21.9x compared to historical level (75th percentile) of 58.5x
- EV/Sales multiple is 3x

------------------------------------------------

2026-08-12

#reports #SMCI

[Super Micro Computer](https://eninvs.com/all.php?name=SMCI) (Computer Hardware) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +93.2% YoY (vs +122.7% in previous quarter and historical rate +87.3%)
- EBITDA -100% YoY (vs +255.0% in previous quarter and historical rate +38.5%)
- Net Debt increased by $912 mln over the past reporting period (49.2% of market cap)
- FCF (LTM) +$1.2 bln (positive), 65.9% of market cap
- EV/EBITDA multiple is 0.4x compared to historical level (75th percentile) of 20.6x
- EV/Sales multiple is 0x

------------------------------------------------

2026-08-12

#reports #LITE

[Lumentum](https://eninvs.com/all.php?name=LITE) (Optical and photonic products provider) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +109.1% YoY (vs +90.1% in previous quarter and historical rate +27.1%)
- EBITDA -100% YoY (vs +17300.0% in previous quarter and historical rate +40.2%)
- Net Debt decreased by $3.4 bln since the start of the year (5.9% of market cap)
- FCF (LTM) -$1.6 bln (negative), 2.9% of market cap
- EV/EBITDA multiple is 95.9x compared to historical level (75th percentile) of 800.4x
- EV/Sales multiple is 19.9x

------------------------------------------------

2026-08-12

#reports #AMD

[Advanced Micro Devices](https://eninvs.com/all.php?name=AMD) (Semiconductor manufacturer) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +50.1% YoY (vs +37.8% in previous quarter and historical rate +24.4%)
- EBITDA -100% YoY (vs +30.9% in previous quarter and historical rate +65.0%)
- Net Debt increased by $6.6 bln since the start of the year (0.9% of market cap)
- FCF (LTM) +$0.3 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 93.2x compared to historical level (75th percentile) of 98.1x
- EV/Sales multiple is 18.6x

------------------------------------------------

2026-08-10

#reports #SPG
@ REITs

[Simon Property](https://eninvs.com/all.php?name=SPG) (Real estate investment fund) reported for 2026 q2
(2026-05-11, After Market Close):

- Revenue +19.6% YoY (vs +19.3% in previous quarter and historical rate +18.2%)
- EBITDA -100% YoY (vs +15.6% in previous quarter and historical rate +12.7%)
- Net Debt decreased by $27.7 bln since the start of the year (38.2% of market cap)
- FCF (LTM) -$3.5 bln (negative), 4.9% of market cap
- EV/EBITDA multiple is 22.2x compared to historical level (75th percentile) of 19x
- EV/Sales multiple is 14.4x

------------------------------------------------

2026-08-10

#reports #NVT

[nVent Electric plc](https://eninvs.com/all.php?name=NVT) (Electrical Equipment and Parts) reported for 2026 q2
(2026-05-01, Before Market Open):

- Revenue +52.8% YoY (vs +53.5% in previous quarter and historical rate +18.5%)
- EBITDA -19.3% YoY (vs +47.7% in previous quarter and historical rate +16.4%)
- EBITDA margin 11.4% decreased compared to 21.5% same period last year
- Net Debt decreased by $271 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.7 bln (negative), 2.5% of market cap
- EV/EBITDA multiple is 33.2x compared to historical level (75th percentile) of 24.1x
- EV/Sales multiple is 5.9x

------------------------------------------------

2026-08-10

#reports #CCI
@ REITs

[Crown Castle](https://eninvs.com/all.php?name=CCI) (Real estate investment trust) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=CCI&q=2026 q2&id=961584)
(2026-07-22, After Market Close):

- Revenue -4.9% YoY (vs -4.8% in previous quarter and historical rate -15.2%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate -14.5%)
- Net Debt decreased by $7.4 bln since the start of the year (22.7% of market cap)
- FCF (LTM) +$4.6 bln (positive), 14.1% of market cap
- EV/EBITDA multiple is 26.5x compared to historical level (75th percentile) of 21.1x
- EV/Sales multiple is 12x

------------------------------------------------

2026-08-06

#reports #ONTO

[Onto Innovation](https://eninvs.com/all.php?name=ONTO) (Semiconductor manufacturer) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +35% YoY (vs 0.0% in previous quarter and historical rate +8.0%)
- EBITDA -100% YoY (vs -55.3% in previous quarter and historical rate -12.4%)
- Net Debt increased by $329 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 79.3x compared to historical level (75th percentile) of 50.9x
- EV/Sales multiple is 11.8x

------------------------------------------------

2026-08-06

#reports #MNST

[Monster Beverage](https://eninvs.com/all.php?name=MNST) (Energy drink supplier) reported for 2026 q2
(2026-05-07, After Market Close):

- Revenue +20.1% YoY (vs +26.8% in previous quarter and historical rate +11.6%)
- EBITDA -100% YoY (vs +29.6% in previous quarter and historical rate +5.5%)
- EV/EBITDA multiple is 32.5x compared to historical level (75th percentile) of 30x
- EV/Sales multiple is 9.7x

------------------------------------------------

2026-08-06

#reports #LNG

[Cheniere Energy](https://eninvs.com/all.php?name=LNG) (Oil and Gas Midstream) reported for 2026 q2
(2026-05-07, Before Market Open):

- Revenue +23.5% YoY (vs +7.8% in previous quarter and historical rate -3.1%)
- EBITDA -100% YoY (vs -168.7% in previous quarter and historical rate +16.4%)
- Net Debt decreased by $25.1 bln since the start of the year (37.2% of market cap)
- FCF (LTM) +$2.5 bln (positive), 3.8% of market cap
- EV/EBITDA multiple is 10x compared to historical level (75th percentile) of 8.8x
- EV/Sales multiple is 4.3x

------------------------------------------------

2026-08-06

#reports #ACLS

[Axcelis Technologies](https://eninvs.com/all.php?name=ACLS) (Components for the semiconductor industries producer ) reported for 2026 q2
(2026-05-07, After Market Close):

- Revenue +10.3% YoY (vs +3.1% in previous quarter and historical rate -4.2%)
- EBITDA +9.1% YoY (vs -100.0% in previous quarter and historical rate -20.8%)
- EBITDA margin 16.7% decreased compared to 16.9% same period last year
- Net Debt increased by $296 mln over the past reporting period (6.3% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.3% of market cap
- EV/EBITDA multiple is 38.5x compared to historical level (75th percentile) of 17.6x
- EV/Sales multiple is 5.1x

------------------------------------------------

2026-08-06

#reports #AAOI

[Applied Optoelectronics](https://eninvs.com/all.php?name=AAOI) (Semiconductors) reported for 2026 q2
(2026-05-07, After Market Close):

- Revenue +86.4% YoY (vs +51.0% in previous quarter and historical rate +49.6%)
- Net Debt increased by $325 mln over the past reporting period (3.7% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.5% of market cap
- EV/Sales multiple is 14.1x

------------------------------------------------

2026-08-06

#reports #FROG
@ saas

[JFrog Ltd](https://eninvs.com/all.php?name=FROG) (Software developer) reported for 2026 q2
(2026-05-07, After Market Close):

- Revenue +29.1% YoY (vs +26.2% in previous quarter and historical rate +24.2%)
- Net Debt increased by $725 mln over the past reporting period (8.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.5% of market cap
- EV/Sales multiple is 12.5x

------------------------------------------------

2026-08-06

#reports #DDOG
@ cloud-computing , @ saas

[Datadog](https://eninvs.com/all.php?name=DDOG) (Software provider) reported for 2026 q2
(2026-05-07, Before Market Open):

- Revenue +35.6% YoY (vs +32.0% in previous quarter and historical rate +27.8%)
- Net Debt increased by $126 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$2.5 bln (negative), 3.1% of market cap
- EV/EBITDA multiple is 956.3x compared to historical level (75th percentile) of 697.9x
- EV/Sales multiple is 20.3x

------------------------------------------------

2026-08-06

#reports #WCC

[WESCO International](https://eninvs.com/all.php?name=WCC) (Electrical and industrial components supplier) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue -0.8% YoY (vs +13.8% in previous quarter and historical rate +3.0%)
- EBITDA +13.2% YoY (vs +19.0% in previous quarter and historical rate -1.5%)
- EBITDA margin 7.2% increased compared to 6.3% same period last year
- Net Debt decreased by $687 mln over the past reporting period (3.5% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 16.3x compared to historical level (75th percentile) of 13.4x
- EV/Sales multiple is 1x

------------------------------------------------

2026-08-06

#reports #TRGP

[Targa Resources](https://eninvs.com/all.php?name=TRGP) (Energy services provider) reported for 2026 q2
(2026-05-07, Before Market Open):

- Revenue +4.2% YoY (vs -10.2% in previous quarter and historical rate -1.0%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate -0.2%)
- Net Debt decreased by $18.3 bln since the start of the year (31.0% of market cap)
- FCF (LTM) -$1.2 bln (negative), 2.1% of market cap
- EV/EBITDA multiple is 16.9x compared to historical level (75th percentile) of 14.5x
- EV/Sales multiple is 4.6x

------------------------------------------------

2026-08-05

#reports #WDC

[Western Digital](https://eninvs.com/all.php?name=WDC) (Computer electronics manufacturer) reported for 2026 q3
(2026-04-30, After Market Close):

- Revenue +33% YoY (vs +28.1% in previous quarter and historical rate +9.9%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +62.3%)
- Net Debt increased by $437 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$16.8 bln (positive), 10.2% of market cap
- EV/EBITDA multiple is 34.6x compared to historical level (75th percentile) of 40.7x
- EV/Sales multiple is 12.6x

------------------------------------------------

2026-08-05

#reports #KLIC

[Kulicke & Soffa Industries](https://eninvs.com/all.php?name=KLIC) (Semiconductor packaging provider) reported for 2026 q3
(2026-05-06, After Market Close):

- Revenue +123% YoY (vs +50.0% in previous quarter and historical rate +10.7%)
- Net Debt increased by $448 mln over the past reporting period (9.1% of market cap)
- FCF (LTM) -$0 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 29.5x compared to historical level (75th percentile) of 113.8x
- EV/Sales multiple is 4.6x

------------------------------------------------

2026-08-05

#reports #O
@ REITs

[Realtyome](https://eninvs.com/all.php?name=O) (Real estate investment trust) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +9.8% YoY (vs +12.2% in previous quarter and historical rate +18.4%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +14.5%)
- Net Debt increased by $336 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$28.9 bln (positive), 69.8% of market cap
- EV/EBITDA multiple is 13.9x compared to historical level (75th percentile) of 14x
- EV/Sales multiple is 6.8x

------------------------------------------------

2026-08-05

#reports #HST
@ REITs

[Host Hotels & Resorts](https://eninvs.com/all.php?name=HST) (Real estate trust) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +3.4% YoY (vs +3.2% in previous quarter and historical rate +6.0%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +3.8%)
- Net Debt increased by $1.6 bln since the start of the year (8.8% of market cap)
- FCF (LTM) +$1 bln (positive), 5.3% of market cap
- EV/EBITDA multiple is 16.8x compared to historical level (75th percentile) of 12.4x
- EV/Sales multiple is 2.7x

------------------------------------------------

2026-08-05

#reports #EXTR

[Extreme Networks](https://eninvs.com/all.php?name=EXTR) (Communication Equipment) reported for 2026 q2
(2026-01-28, Before Market Open):

- Revenue +10.4% YoY (vs +11.2% in previous quarter and historical rate +1.8%)
- EBITDA -100% YoY (vs +57.1% in previous quarter)
- Net Debt decreased by $26 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 46.3x compared to historical level (75th percentile) of 48.6x
- EV/Sales multiple is 3.3x

At the opening of the session the share price went up +2.0%

------------------------------------------------

2026-08-05

#reports #AXP

[American Express](https://eninvs.com/all.php?name=AXP) (Payment and travel company) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=AXP&q=2026 q2&id=961757)
(2026-07-24, Before Market Open):

- Revenue +84.1% YoY (vs +9.3% in previous quarter and historical rate +1.6%)
- P/E multiple is 33.7x compared to historical level (75th percentile) of 37.8x
- P/S multiple is 5.4x
- Price to book: 8.2x

------------------------------------------------

2026-08-04

#reports #LSCC

[Lattice Semiconductor](https://eninvs.com/all.php?name=LSCC) (Semiconductor devices manufacturer) reported for 2026 q3
(2026-05-04, After Market Close):

- Revenue +51.1% YoY (vs +37.9% in previous quarter and historical rate +11.0%)
- EBITDA margin 42.8% increased compared to -0.8% same period last year
- Net Debt increased by $140 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 152.3x compared to historical level (75th percentile) of 68.5x
- EV/Sales multiple is 28.2x

------------------------------------------------

2026-08-04

#reports #CAT

[Caterpillar](https://eninvs.com/all.php?name=CAT) ( Construction equipment manufacturer ) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +24% YoY (vs +22.2% in previous quarter and historical rate +5.4%)
- EBITDA -100% YoY (vs +18.0% in previous quarter and historical rate -0.2%)
- Net Debt decreased by $32.3 bln since the start of the year (6.9% of market cap)
- FCF (LTM) -$12.7 bln (negative), 2.7% of market cap
- EV/EBITDA multiple is 33.6x compared to historical level (75th percentile) of 23.6x
- EV/Sales multiple is 6.7x

------------------------------------------------

2026-08-04

#reports #ANET

[Arista Networks](https://eninvs.com/all.php?name=ANET) ( Network equipment, computing systems manufacturer) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +37.7% YoY (vs +35.1% in previous quarter and historical rate +26.1%)
- EBITDA -100% YoY (vs +35.3% in previous quarter and historical rate +21.3%)
- Net Debt increased by $2.7 bln since the start of the year (1.1% of market cap)
- FCF (LTM) -$6.1 bln (negative), 2.5% of market cap
- EV/EBITDA multiple is 52.2x compared to historical level (75th percentile) of 45.7x
- EV/Sales multiple is 23x

------------------------------------------------

2026-08-04

#reports #AMGN

[Amgen](https://eninvs.com/all.php?name=AMGN) (Medicines manufacturer for grievous illnesses) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue +10% YoY (vs +5.8% in previous quarter and historical rate +22.1%)
- EBITDA -100% YoY (vs +47.4% in previous quarter and historical rate +16.2%)
- Net Debt decreased by $45.3 bln since the start of the year (21.7% of market cap)
- FCF (LTM) +$0.3 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 10.2x compared to historical level (75th percentile) of 15.7x
- EV/Sales multiple is 6.7x

------------------------------------------------

2026-08-04

#reports #ADM

[Archer-Daniels-Midland](https://eninvs.com/all.php?name=ADM) ( Agricultural commodities provider) reported for 2026 q2
(2026-05-05, Before Market Open):

- Revenue +7.2% YoY (vs +1.6% in previous quarter and historical rate -6.3%)
- EBITDA -100% YoY (vs +5.8% in previous quarter and historical rate -29.0%)
- Net Debt decreased by $10.1 bln since the start of the year (22.9% of market cap)
- FCF (LTM) -$1.3 bln (negative), 2.9% of market cap
- EV/EBITDA multiple is 28.4x compared to historical level (75th percentile) of 16.8x
- EV/Sales multiple is 0.7x

------------------------------------------------

2026-08-04

#reports #KIM
@ REITs

[Kimco Realty](https://eninvs.com/all.php?name=KIM) (Real estate investment trust) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +5% YoY (vs +3.9% in previous quarter and historical rate +7.6%)
- EBITDA -100% YoY (vs +7.4% in previous quarter and historical rate +33.6%)
- Net Debt decreased by $297 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$7.8 bln (positive), 46.4% of market cap
- EV/EBITDA multiple is 12.5x compared to historical level (75th percentile) of 16.5x
- EV/Sales multiple is 7.8x

------------------------------------------------

2026-08-04

#reports #ARE
@ REITs

[Alexandria Real Estate Equitie](https://eninvs.com/all.php?name=ARE) (Medical companies landlord ) reported for 2026 q2
(2026-04-27, After Market Close):

- Revenue -13% YoY (vs -11.5% in previous quarter and historical rate +1.4%)
- Net Debt increased by $241 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.6% of market cap
- EV/Sales multiple is 7.5x

------------------------------------------------

2026-08-03

#reports #UCTT

[Ultra Clean](https://eninvs.com/all.php?name=UCTT) (Semiconductor manufacturer) reported for 2026 q2
(2026-04-28, After Market Close):

- Revenue +24.3% YoY (vs +2.9% in previous quarter and historical rate +4.3%)
- Net Debt decreased by $541 mln over the past reporting period (13.9% of market cap)
- FCF (LTM) -$0.2 bln (negative), 5.7% of market cap
- EV/EBITDA multiple is 41.3x compared to historical level (75th percentile) of 19.2x
- EV/Sales multiple is 2x

------------------------------------------------

2026-08-03

#reports #PLTR

[Palantir Technologies](https://eninvs.com/all.php?name=PLTR) (Software provider) reported for 2026 q2
(2026-05-04, After Market Close):

- Revenue +92.7% YoY (vs +84.7% in previous quarter and historical rate +45.7%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +111.0%)
- Net Debt increased by $7.8 bln since the start of the year (3.0% of market cap)
- FCF (LTM) +$2.1 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 95x compared to historical level (75th percentile) of 529.1x
- EV/Sales multiple is 40.9x

------------------------------------------------

2026-08-03

#reports #MATX

[Matson](https://eninvs.com/all.php?name=MATX) (Logistic services provider) reported for 2026 q2
(2026-05-04, After Market Close):

- Revenue +16.6% YoY (vs -3.1% in previous quarter and historical rate +1.7%)
- EBITDA +37% YoY (vs +17.9% in previous quarter and historical rate +20.7%)
- EBITDA margin 21.8% increased compared to 18.5% same period last year
- Net Debt decreased by $637 mln over the past reporting period (7.6% of market cap)
- FCF (LTM) -$0.4 bln (negative), 4.6% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 10.4x
- EV/Sales multiple is 2.6x

------------------------------------------------

2026-08-03

#reports #ICHR

[Ichor](https://eninvs.com/all.php?name=ICHR) (Semiconductor Equipment and Materials) reported for 2026 q2
(2026-05-04, After Market Close):

- Revenue +22.9% YoY (vs +4.9% in previous quarter and historical rate +1.7%)
- EBITDA -100% YoY (vs +42.9% in previous quarter and historical rate -30.8%)
- Net Debt decreased by $70 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$0 bln (negative), 0.9% of market cap
- EV/EBITDA multiple is 2830.3x compared to historical level (75th percentile) of 135.8x
- EV/Sales multiple is 2.8x

------------------------------------------------

2026-08-01

#reports #HOOD

[Robinhood Markets, Inc.](https://eninvs.com/all.php?name=HOOD) (Software — Infrastructure) reported for 2026 q2
(2026-04-28, After Market Close):

- Revenue +24.8% YoY (vs +15.1% in previous quarter and historical rate +45.6%)
- EBITDA -100% YoY (vs +11.0% in previous quarter and historical rate +113.4%)
- Net Debt increased by $10.2 bln since the start of the year (13.0% of market cap)
- FCF (LTM) +$11.4 bln (positive), 14.6% of market cap
- EV/EBITDA multiple is 32.7x compared to historical level (75th percentile) of 68.2x
- EV/Sales multiple is 14.9x

------------------------------------------------

2026-07-31

#reports #LRCX

[Lam Research](https://eninvs.com/all.php?name=LRCX) (Services to the semiconductor industry provider) reported for 2026 q2
(2026-04-22, After Market Close):

- Revenue -13% YoY (vs +23.8% in previous quarter and historical rate +9.4%)
- EBITDA -100% YoY (vs +30.4% in previous quarter and historical rate +29.5%)
- Net Debt increased by $1 bln since the start of the year (0.3% of market cap)
- FCF (LTM) -$2.4 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 53.8x compared to historical level (75th percentile) of 29.4x
- EV/Sales multiple is 18.5x

------------------------------------------------

2026-07-31

#reports #VICI
@ REITs

[VICI Properties](https://eninvs.com/all.php?name=VICI) (REIT — Diversified) reported for 2026 q2
(2026-02-25, After Market Close):

- Revenue -0.1% YoY (vs +3.5% in previous quarter and historical rate +7.3%)
- EBITDA -12% YoY (vs +45.0% in previous quarter and historical rate +24.0%)
- EBITDA margin 80.0% decreased compared to 90.8% same period last year
- Net Debt decreased by $16.3 bln since the start of the year (58.0% of market cap)
- FCF (LTM) +$0.3 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 12.3x compared to historical level (75th percentile) of 14.9x
- EV/Sales multiple is 11x

------------------------------------------------

2026-07-31

#reports #REG
@ REITs

[Regency Centers](https://eninvs.com/all.php?name=REG) (Real estate investment fund) reported for 2026 q2
(2026-02-05, After Market Close):

- Revenue -21.3% YoY (vs +8.1% in previous quarter and historical rate +6.5%)
- Net Debt decreased by $4.9 bln since the start of the year (35.7% of market cap)
- FCF (LTM) -$0.6 bln (negative), 4.5% of market cap
- EV/EBITDA multiple is 18456.5x compared to historical level (75th percentile) of 35.7x
- EV/Sales multiple is 12.3x

At the opening of the session the share price went up +6.8%

------------------------------------------------

2026-07-31

#reports #AMT
@ REITs

[American Tower](https://eninvs.com/all.php?name=AMT) (Real estate investment trust) reported for 2026 q2
(2026-04-28, Before Market Open):

- Revenue +14.2% YoY (vs +6.8% in previous quarter and historical rate +2.4%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +13.9%)
- Net Debt decreased by $35.7 bln since the start of the year (43.8% of market cap)
- FCF (LTM) -$23.7 bln (negative), 29.1% of market cap
- EV/EBITDA multiple is 26.5x compared to historical level (75th percentile) of 19.7x
- EV/Sales multiple is 10.5x

------------------------------------------------

2026-07-30

#reports #PWR

[Quanta Services](https://eninvs.com/all.php?name=PWR) (Contracting services provider) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +41.1% YoY (vs +26.3% in previous quarter and historical rate +36.7%)
- EBITDA +89% YoY (vs +35.1% in previous quarter and historical rate +32.1%)
- EBITDA margin 11.5% increased compared to 8.6% same period last year
- Net Debt decreased by $6 bln since the start of the year (6.2% of market cap)
- FCF (LTM) -$1.4 bln (negative), 1.4% of market cap
- EV/EBITDA multiple is 27.9x compared to historical level (75th percentile) of 27.3x
- EV/Sales multiple is 2.2x

------------------------------------------------

2026-07-30

#reports #MPWR

[Monolithic Power Systems](https://eninvs.com/all.php?name=MPWR) (Power management solutions manufacturer) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue +47.5% YoY (vs +26.0% in previous quarter and historical rate +21.9%)
- EBITDA -100% YoY (vs +42.2% in previous quarter and historical rate +8.7%)
- Net Debt increased by $1.3 bln since the start of the year (2.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 64.2x compared to historical level (75th percentile) of 69x
- EV/Sales multiple is 19.1x

------------------------------------------------

2026-07-30

#reports #ALGM

[Allegro MicroSystems](https://eninvs.com/all.php?name=ALGM) (Semiconductors) reported for 2026 q2
(2026-05-07, Before Market Open):

- Revenue +27.6% YoY (vs +25.9% in previous quarter and historical rate +0.3%)
- EBITDA +192.3% YoY (vs +666.7% in previous quarter and historical rate +25.4%)
- EBITDA margin 14.7% increased compared to 6.4% same period last year
- Net Debt decreased by $144 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) +$0 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 70.4x compared to historical level (75th percentile) of 104.9x
- EV/Sales multiple is 8.3x

------------------------------------------------

2026-07-30

#reports #CPT
@ REITs

[Camden Property Trust](https://eninvs.com/all.php?name=CPT) (Real estate investment fund) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue -1% YoY (vs 0.0% in previous quarter and historical rate +1.4%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate -15.2%)
- Net Debt decreased by $4.2 bln since the start of the year (34.3% of market cap)
- FCF (LTM) -$4.4 bln (negative), 35.8% of market cap
- EV/EBITDA multiple is 60.2x compared to historical level (75th percentile) of 17.2x
- EV/Sales multiple is 10.5x

------------------------------------------------

2026-07-30

#reports #AVB
@ REITs

[AvalonBay Communities](https://eninvs.com/all.php?name=AVB) (Real Estate Investment Fund) reported for 2026 q2
(2026-07-22, After Market Close):

- Revenue -99.7% YoY (vs +3.2% in previous quarter and historical rate -4.0%)
- EBITDA -100% YoY (vs 0.0% in previous quarter and historical rate -17.4%)
- Net Debt decreased by $9.2 bln since the start of the year (35.4% of market cap)
- FCF (LTM) -$0.7 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 18.7x compared to historical level (75th percentile) of 18.6x
- EV/Sales multiple is 15.3x

------------------------------------------------

2026-07-29

#reports #VRT

[Vertiv Co](https://eninvs.com/all.php?name=VRT) (Data center equipment supplier) reported for 2026 q2
(2026-04-22, Before Market Open):

- Revenue +24.1% YoY (vs +30.2% in previous quarter and historical rate +22.2%)
- EBITDA -100% YoY (vs +51.4% in previous quarter and historical rate +37.6%)
- Net Debt decreased by $844 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0.6 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 35.2x compared to historical level (75th percentile) of 34.7x
- EV/Sales multiple is 7.5x

------------------------------------------------

2026-07-29

#reports #MOD

[Modine Manufacturing Company](https://eninvs.com/all.php?name=MOD) (Auto Parts) reported for 2026 q2
(2026-05-26, After Market Close):

- Revenue +28% YoY (vs -23.3% in previous quarter and historical rate +9.4%)
- EBITDA +11.6% YoY (vs +31.9% in previous quarter and historical rate +19.3%)
- EBITDA margin 12.1% decreased compared to 13.9% same period last year
- Net Debt decreased by $463 mln over the past reporting period (5.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 22.4x compared to historical level (75th percentile) of 21.7x
- EV/Sales multiple is 2.9x

------------------------------------------------

2026-07-29

#reports #MGM

[MGM Resorts International](https://eninvs.com/all.php?name=MGM) (Gambling and hotel business owner) reported for 2026 q2
(2026-02-11, After Market Close):

- Revenue +2.2% YoY (vs +4.2% in previous quarter and historical rate +6.6%)
- EBITDA -5.7% YoY (vs -9.2% in previous quarter and historical rate -5.3%)
- EBITDA margin 13.6% decreased compared to 14.7% same period last year
- Net Debt decreased by $29.4 bln since the start of the year (150.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 27.2x compared to historical level (75th percentile) of 21.6x
- EV/Sales multiple is 2.7x

------------------------------------------------

2026-07-29

#reports #FORM

[FormFactor](https://eninvs.com/all.php?name=FORM) (Probe board manufacturer) reported for 2026 q2
(2026-02-04, After Market Close):

- Revenue +31.6% YoY (vs +32.2% in previous quarter and historical rate +11.1%)
- EBITDA -100% YoY (vs +116.7% in previous quarter and historical rate +62.6%)
- Net Debt increased by $271 mln over the past reporting period (4.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 43.4x compared to historical level (75th percentile) of 71.5x
- EV/Sales multiple is 6.9x

At the opening of the session the share price went up +5.1%

------------------------------------------------

2026-07-29

#reports #FLEX

[Flex](https://eninvs.com/all.php?name=FLEX) (Electronic Components) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +20.6% YoY (vs +14.0% in previous quarter and historical rate -4.5%)
- EBITDA -100% YoY (vs +5.0% in previous quarter and historical rate -4.3%)
- Net Debt decreased by $2.1 bln since the start of the year (4.4% of market cap)
- FCF (LTM) -$0.6 bln (negative), 1.3% of market cap
- EV/EBITDA multiple is 24.5x compared to historical level (75th percentile) of 15.2x
- EV/Sales multiple is 1.7x

------------------------------------------------

2026-07-29

#reports #APH

[Amphenol](https://eninvs.com/all.php?name=APH) (Electrical and fiber optic connectors manufacturer) reported for 2026 q2
(2026-01-28, Before Market Open):

- Revenue +55% YoY (vs +58.4% in previous quarter and historical rate +33.6%)
- EBITDA -100% YoY (vs +83.8% in previous quarter and historical rate +34.3%)
- Net Debt decreased by $12.1 bln since the start of the year (6.7% of market cap)
- FCF (LTM) -$7.2 bln (negative), 4.0% of market cap
- EV/EBITDA multiple is 21.9x compared to historical level (75th percentile) of 28.1x
- EV/Sales multiple is 6.6x

At the opening of the session the share price went down -9.4%

------------------------------------------------

2026-07-29

#reports #MAA
@ REITs

[Mid-America Apartment](https://eninvs.com/all.php?name=MAA) (Real estate investment trust) reported for 2026 q2
(2026-02-04, After Market Close):

- Revenue +0.9% YoY (vs +0.9% in previous quarter and historical rate +1.7%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate -18.8%)
- Net Debt decreased by $289 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$4.7 bln (positive), 28.9% of market cap
- EV/EBITDA multiple is 35x compared to historical level (75th percentile) of 20.9x
- EV/Sales multiple is 7.5x

At the opening of the session the share price went down -0.9%

------------------------------------------------

2026-07-28

#reports #STX

[Seagate Technology](https://eninvs.com/all.php?name=STX) (Hard disk drives manufacturer) reported for 2026 q3
(2026-07-16, Before Market Open):

- Revenue -18% YoY (vs +27.3% in previous quarter and historical rate +19.2%)
- EBITDA -100% YoY (vs +68.6% in previous quarter and historical rate +89.0%)
- Net Debt decreased by $3 bln since the start of the year (2.0% of market cap)
- FCF (LTM) +$0.5 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 54.5x compared to historical level (75th percentile) of 52x
- EV/Sales multiple is 14.4x

------------------------------------------------

2026-07-28

#reports #KLAC

[KLA](https://eninvs.com/all.php?name=KLAC) (Semiconductors provider) reported for 2026 q2
(2026-07-23, After Market Close):

- Revenue +19.4% YoY (vs +11.0% in previous quarter and historical rate +9.6%)
- EBITDA -100% YoY (vs +40.9% in previous quarter and historical rate +6.2%)
- Net Debt decreased by $4.4 bln since the start of the year (16.9% of market cap)
- FCF (LTM) -$1.9 bln (negative), 7.3% of market cap
- EV/EBITDA multiple is 6.9x compared to historical level (75th percentile) of 31.2x
- EV/Sales multiple is 2.2x

------------------------------------------------

2026-07-28

#reports #HUBB

[Hubbell](https://eninvs.com/all.php?name=HUBB) (Electrical and electronic products manufacturer) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +15.4% YoY (vs +11.1% in previous quarter and historical rate +6.4%)
- EBITDA -100% YoY (vs +13.3% in previous quarter and historical rate +7.2%)
- Net Debt decreased by $2.2 bln since the start of the year (8.6% of market cap)
- FCF (LTM) -$0.9 bln (negative), 3.6% of market cap
- EV/EBITDA multiple is 19.8x compared to historical level (75th percentile) of 19.6x
- EV/Sales multiple is 4.5x

------------------------------------------------

2026-07-28

#reports #BE

[Bloom Energy Corporation](https://eninvs.com/all.php?name=BE) (Electrical Equipment and Parts) reported for 2026 q2
(2026-02-05, After Market Close):

- Revenue +165.6% YoY (vs +130.4% in previous quarter and historical rate +41.8%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +57.1%)
- Net Debt decreased by $249 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0.7 bln (negative), 2.2% of market cap
- EV/EBITDA multiple is 83.6x compared to historical level (75th percentile) of 184.2x
- EV/Sales multiple is 10.1x

At the opening of the session the share price went up +9.8%

------------------------------------------------

2026-07-28

#reports #BA

[Boeing](https://eninvs.com/all.php?name=BA) (Aviation, space and military equipment manufacturer ) reported for 2026 q2
(2026-04-22, Before Market Open):

- Revenue -26.5% YoY (vs +14.0% in previous quarter and historical rate +26.9%)
- Net Debt decreased by $26.3 bln since the start of the year (20.2% of market cap)
- FCF (LTM) +$4 bln (positive), 3.1% of market cap
- EV/EBITDA multiple is 12.7x compared to historical level (75th percentile) of 15.2x
- EV/Sales multiple is 1.3x

------------------------------------------------

2026-07-28

#reports #EXR
@ REITs

[Extra Space Storage](https://eninvs.com/all.php?name=EXR) (Real estate investment fund) reported for 2026 q2
(2026-04-28, After Market Close):

- Revenue -18.1% YoY (vs +4.4% in previous quarter and historical rate +19.9%)
- EBITDA -100% YoY (vs -2.8% in previous quarter and historical rate +21.2%)
- Net Debt decreased by $1.4 bln since the start of the year (4.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 21.5x compared to historical level (75th percentile) of 18.4x
- EV/Sales multiple is 10.3x

------------------------------------------------

2026-07-28

#reports #RMBS

[Rambus](https://eninvs.com/all.php?name=RMBS) (Semiconductors) reported for 2026 q2
(2026-04-27, After Market Close):

- Revenue +20.3% YoY (vs +7.8% in previous quarter and historical rate +18.2%)
- EBITDA -100% YoY (vs +6400.0% in previous quarter and historical rate +63.8%)
- Net Debt increased by $111 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.4 bln (negative), 4.0% of market cap
- EV/EBITDA multiple is 35.4x compared to historical level (75th percentile) of 50.4x
- EV/Sales multiple is 13.5x

------------------------------------------------

2026-07-28

#reports #TMUS

[T-Mobile](https://eninvs.com/all.php?name=TMUS) (Network services provider) reported for 2026 q2
(2026-07-23, Before Market Open):

- Revenue +7.9% YoY (vs +10.6% in previous quarter and historical rate +5.5%)
- EBITDA +14.1% YoY (vs +4.0% in previous quarter and historical rate +12.2%)
- EBITDA margin 41.8% increased compared to 39.6% same period last year
- Net Debt decreased by $9.9 bln since the start of the year (5.0% of market cap)
- FCF (LTM) +$93 bln (positive), 46.9% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 12x
- EV/Sales multiple is 2.3x

------------------------------------------------

2026-07-27

#reports #STLD

[Steel Dynamics](https://eninvs.com/all.php?name=STLD) (Carbon steel manufacturer) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=STLD&q=2026 q2&id=960464)
(2026-07-20, After Market Close):

- Revenue +33.5% YoY (vs +19.1% in previous quarter and historical rate +1.0%)
- EBITDA +71.2% YoY (vs +70.4% in previous quarter and historical rate -5.9%)
- EBITDA margin 15.1% increased compared to 11.8% same period last year
- Net Debt decreased by $3.6 bln since the start of the year (10.0% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 14.6x compared to historical level (75th percentile) of 13.8x
- EV/Sales multiple is 1.9x

------------------------------------------------

2026-07-27

#reports #SCHW

[Charles Schwab](https://eninvs.com/all.php?name=SCHW) (Banking service provider) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=SCHW&q=2026 q2&id=960112)
(2026-07-21, Before Market Open):

- Revenue +20.9% YoY (vs +15.8% in previous quarter and historical rate +9.0%)
- Net Income margin 51.9% increased compared to 0.0% same period last year
- P/E multiple is 24.3x compared to historical level (75th percentile) of 42.2x
- P/S multiple is 5.7x
- Price to book: 3x

------------------------------------------------

2026-07-27

#reports #PGR

[Progressive](https://eninvs.com/all.php?name=PGR) (Insurance services provider) reported for 2026 q2
(2026-07-13, Before Market Open):

- Revenue -67.7% YoY (vs +8.7% in previous quarter and historical rate +23.3%)
- P/E multiple is 16.1x compared to historical level (75th percentile) of 21.8x
- P/S multiple is 1.2x
- Price to book: 27.4x

------------------------------------------------

2026-07-27

#reports #IBKR

[Interactive Brokers](https://eninvs.com/all.php?name=IBKR) (Brokerage company) reported for 2026 q2
(2026-07-21, After Market Close):

- Revenue +228% YoY (vs +18.1% in previous quarter and historical rate +12.2%)
- Net Income margin 76.8% increased compared to 0.0% same period last year
- P/E multiple is 107.1x compared to historical level (75th percentile) of 63.4x
- P/S multiple is 40.3x
- Price to book: 28.9x

------------------------------------------------

2026-07-27

#reports #CALX

[Calix](https://eninvs.com/all.php?name=CALX) (Software — Application) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=CALX&q=2026 q2&id=960132)
(2026-07-20, After Market Close):

- Revenue -5% YoY (vs +27.3% in previous quarter and historical rate +3.8%)
- EBITDA -100% YoY (vs +1600.0% in previous quarter and historical rate +4.2%)
- Net Debt increased by $40 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) -$0.4 bln (negative), 17.3% of market cap
- EV/EBITDA multiple is 28.2x compared to historical level (75th percentile) of 136.1x
- EV/Sales multiple is 2.3x

------------------------------------------------

2026-07-27

#reports #C

[Citigroup](https://eninvs.com/all.php?name=C) (Financial services provider) reported for 2026 q1
(2026-04-14, Before Market Open):

- Revenue +14.5% YoY (vs +14.1% in previous quarter and historical rate +6.6%)
- Net Income -100% YoY (vs -100.0% in previous quarter and historical rate -24.1%)
- P/E multiple is 22.9x compared to historical level (75th percentile) of 8.7x
- P/S multiple is 2.8x
- Price to book: 1.2x

------------------------------------------------

2026-07-27

#reports #INTC
@ artificial-intelligence , @ internet-of-things

[Intel](https://eninvs.com/all.php?name=INTC) (Computer components manufacturer) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=INTC&q=2026 q2&id=961802)
(2026-07-23, After Market Close):

- Revenue -0.5% YoY (vs +7.2% in previous quarter and historical rate +0.1%)
- EBITDA -100% YoY (vs -100.0% in previous quarter and historical rate +20.7%)
- Net Debt decreased by $27.8 bln since the start of the year (7.4% of market cap)
- FCF (LTM) +$13.3 bln (positive), 3.5% of market cap
- EV/EBITDA multiple is 42.1x compared to historical level (75th percentile) of 43.5x
- EV/Sales multiple is 7.5x

------------------------------------------------

2026-07-21

#reports #WFC

[Wells Fargo](https://eninvs.com/all.php?name=WFC) (Banking service provider) reported for 2026 q1
(2026-04-14, Before Market Open):

- Revenue +6.1% YoY (vs +7.0% in previous quarter and historical rate +3.4%)
- Net Income -100% YoY (vs +7.0% in previous quarter and historical rate +19.4%)
- P/E multiple is 16x compared to historical level (75th percentile) of 13.6x
- P/S multiple is 3.9x
- Price to book: 2x

------------------------------------------------

2026-07-21

#reports #WDC

[Western Digital](https://eninvs.com/all.php?name=WDC) (Computer electronics manufacturer) reported for 2026 q1
(2026-04-23, After Market Close):

- Revenue +28.1% YoY (vs +31.5% in previous quarter and historical rate +5.0%)
- EBITDA +91.4% YoY (vs +14.9% in previous quarter and historical rate +69.9%)
- EBITDA margin 43.9% increased compared to 29.4% same period last year
- Net Debt decreased by $3.2 bln since the start of the year (2.0% of market cap)
- FCF (LTM) -$0.5 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 35.6x compared to historical level (75th percentile) of 40.9x
- EV/Sales multiple is 12.7x

------------------------------------------------

2026-07-21

#reports #TJX

[TJX Cos](https://eninvs.com/all.php?name=TJX) (Clothes seller) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=TJX&q=2026 q1&id=952614)
(2026-05-20, Before Market Open):

- Revenue +9.2% YoY (vs +26.2% in previous quarter and historical rate +7.3%)
- EBITDA +26.4% YoY (vs +33.9% in previous quarter and historical rate +26.4%)
- EBITDA margin 14.5% increased compared to 12.5% same period last year
- Net Debt decreased by $10 bln since the start of the year (5.5% of market cap)
- FCF (LTM) +$0.5 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 19.8x compared to historical level (75th percentile) of 23.2x
- EV/Sales multiple is 2.9x

------------------------------------------------

2026-07-21

#reports #STX

[Seagate Technology](https://eninvs.com/all.php?name=STX) (Hard disk drives manufacturer) reported for 2026 q1
(2026-04-28, After Market Close):

- Revenue +27.3% YoY (vs +30.8% in previous quarter and historical rate +18.3%)
- EBITDA +68.6% YoY (vs +47.2% in previous quarter and historical rate +85.0%)
- EBITDA margin 34.2% increased compared to 25.8% same period last year
- Net Debt decreased by $726 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.7 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 46.2x compared to historical level (75th percentile) of 52.3x
- EV/Sales multiple is 14.8x

------------------------------------------------

2026-07-21

#reports #S

[SentinelOne, Inc.](https://eninvs.com/all.php?name=S) (Software — Infrastructure) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=S&q=2026 q1&id=955081)
(2026-05-28, After Market Close):

- Revenue +14.5% YoY (vs +18.3% in previous quarter and historical rate +27.3%)
- EBITDA margin -22.7% decreased compared to -20.2% same period last year
- Net Debt decreased by $28 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.0% of market cap
- EV/Sales multiple is 4.5x

------------------------------------------------

2026-07-21

#reports #PD

[PagerDuty](https://eninvs.com/all.php?name=PD) (Software provider) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=PD&q=2026 q1&id=955079)
(2026-05-28, After Market Close):

- Revenue -1.6% YoY (vs +4.2% in previous quarter and historical rate +7.0%)
- EBITDA 0% YoY (vs +10900.0% in previous quarter)
- EBITDA margin 9.9% increased compared to 9.8% same period last year
- Net Debt decreased by $407 mln over the past reporting period (42.4% of market cap)
- FCF (LTM) +$0 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 3.5x compared to historical level (75th percentile) of 1281x
- EV/Sales multiple is 1.1x

------------------------------------------------

2026-07-21

#reports #PATH

[UiPath Inc.](https://eninvs.com/all.php?name=PATH) (Software — Infrastructure) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=PATH&q=2026 q1&id=955078)
(2026-05-28, After Market Close):

- Revenue +15.5% YoY (vs +34.7% in previous quarter and historical rate +14.9%)
- EBITDA +337.5% YoY (vs +1450.0% in previous quarter and historical rate +98.7%)
- EBITDA margin 8.4% increased compared to 2.2% same period last year
- Net Debt increased by $167 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$0 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 24.8x compared to historical level (75th percentile) of 87.9x
- EV/Sales multiple is 3.2x

------------------------------------------------

2026-07-21

#reports #ORCL

[Oracle](https://eninvs.com/all.php?name=ORCL) (Software manufacturer, server hardware supplier) reported for 2026 q1
(2026-03-10, After Market Close):

- Revenue +20.6% YoY (vs +21.7% in previous quarter and historical rate +10.6%)
- EBITDA +43.4% YoY (vs +49.8% in previous quarter and historical rate +28.5%)
- EBITDA margin 46.8% increased compared to 39.4% same period last year
- Net Debt decreased by $25.5 bln since the start of the year (7.8% of market cap)
- FCF (LTM) -$8.7 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 13.2x compared to historical level (75th percentile) of 28.2x
- EV/Sales multiple is 6.3x

------------------------------------------------

2026-07-21

#reports #NTAP

[NetApp](https://eninvs.com/all.php?name=NTAP) (Data storage services provider) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=NTAP&q=2026 q1&id=955075)
(2026-05-28, After Market Close):

- Revenue +25% YoY (vs +4.4% in previous quarter and historical rate +4.0%)
- EBITDA +71.1% YoY (vs +13.1% in previous quarter and historical rate +21.0%)
- EBITDA margin 27.3% increased compared to 19.9% same period last year
- Net Debt decreased by $577 mln over the past reporting period (1.6% of market cap)
- EV/EBITDA multiple is 17.9x compared to historical level (75th percentile) of 15.8x
- EV/Sales multiple is 4.9x

------------------------------------------------

2026-07-21

#reports #MS

[Morgan Stanley](https://eninvs.com/all.php?name=MS) (Banking service provider) reported for 2026 q1
(2026-04-15, Before Market Open):

- Revenue +43.2% YoY (vs +11.1% in previous quarter and historical rate +26.8%)
- Net Income -100% YoY (vs +20.5% in previous quarter and historical rate +57.9%)
- P/E multiple is 14.9x compared to historical level (75th percentile) of 35.9x
- P/S multiple is 6.1x
- Price to book: 3.4x

------------------------------------------------

2026-07-21

#reports #MRVL

[Marvell Technology](https://eninvs.com/all.php?name=MRVL) (Integrated circuit manufacturer) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=MRVL&q=2026 q1&id=955029)
(2026-05-27, After Market Close):

- Revenue +20.5% YoY (vs +17.1% in previous quarter and historical rate +18.3%)
- EBITDA -8.6% YoY (vs +20.0% in previous quarter and historical rate +58.1%)
- EBITDA margin 23.4% decreased compared to 30.8% same period last year
- Net Debt decreased by $718 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$1.9 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 37.5x compared to historical level (75th percentile) of 248.7x
- EV/Sales multiple is 19x

------------------------------------------------

2026-07-21

#reports #LSCC

[Lattice Semiconductor](https://eninvs.com/all.php?name=LSCC) (Semiconductor devices manufacturer) reported for 2026 q1
(2026-05-04, After Market Close):

- Revenue +37.9% YoY (vs +21.7% in previous quarter and historical rate +7.7%)
- EBITDA +440% YoY (vs +42.9% in previous quarter)
- EBITDA margin 15.8% increased compared to 4.0% same period last year
- Net Debt decreased by $48 mln over the past reporting period (0.3% of market cap)
- EV/EBITDA multiple is 370.1x compared to historical level (75th percentile) of 67.3x
- EV/Sales multiple is 28.6x

------------------------------------------------

2026-07-21

#reports #KLIC

[Kulicke & Soffa Industries](https://eninvs.com/all.php?name=KLIC) (Semiconductor packaging provider) reported for 2026 q1
(2026-05-06, After Market Close):

- Revenue +50% YoY (vs +20.5% in previous quarter and historical rate -3.6%)
- EBITDA margin 17.7% increased compared to -49.4% same period last year
- Net Debt decreased by $4 mln over the past reporting period (0.1% of market cap)
- EV/EBITDA multiple is 59.1x compared to historical level (75th percentile) of 91.7x
- EV/Sales multiple is 6.1x

------------------------------------------------

2026-07-21

#reports #JPM

[JPMorgan](https://eninvs.com/all.php?name=JPM) (Banking service provider) reported for 2026 q1
(2026-04-14, Before Market Open):

- Revenue +27.7% YoY (vs +10.0% in previous quarter and historical rate +10.9%)
- Net Income -100% YoY (vs +11.8% in previous quarter and historical rate +24.9%)
- P/E multiple is 15.7x compared to historical level (75th percentile) of 11x
- P/S multiple is 5x
- Price to book: 2.8x

------------------------------------------------

2026-07-21

#reports #JBL

[Jabil](https://eninvs.com/all.php?name=JBL) (Electronics manufacturer) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=JBL&q=2026 q1&id=958518)
(2026-06-17, Before Market Open):

- Revenue +11.8% YoY (vs +23.1% in previous quarter and historical rate -0.3%)
- EBITDA -1.7% YoY (vs +27.5% in previous quarter and historical rate +4.0%)
- EBITDA margin 7.3% decreased compared to 8.3% same period last year
- Net Debt decreased by $497 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 20.9x compared to historical level (75th percentile) of 17.5x
- EV/Sales multiple is 1.3x

------------------------------------------------

2026-07-21

#reports #HPE

[Hewlett Packard Enterprise](https://eninvs.com/all.php?name=HPE) (Technology services provider) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=HPE&q=2026 q1&id=957470)
(2026-03-09, After Market Close):

- Revenue +40% YoY (vs +18.4% in previous quarter and historical rate +19.1%)
- EBITDA margin 15.2% increased compared to -7.0% same period last year
- Net Debt decreased by $816 mln over the past reporting period (1.4% of market cap)
- EV/EBITDA multiple is 14.7x compared to historical level (75th percentile) of 8.3x
- EV/Sales multiple is 1.9x

------------------------------------------------

2026-07-21

#reports #GTLB

[GitLab Inc.](https://eninvs.com/all.php?name=GTLB) (Software — Application) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=GTLB&q=2026 q1&id=957520)
(2026-06-02, After Market Close):

- Revenue +22.8% YoY (vs +23.2% in previous quarter and historical rate +20.9%)
- EBITDA margin -5.3% increased compared to -15.8% same period last year
- Net Debt decreased by $106 mln over the past reporting period (2.1% of market cap)
- EV/Sales multiple is 4.7x

------------------------------------------------

2026-07-21

#reports #GE

[General Electric](https://eninvs.com/all.php?name=GE) (Equipment manufacturer ) reported for 2026 q1
(2026-04-21, Before Market Open):

- Revenue -9.3% YoY (vs +24.7% in previous quarter and historical rate -8.5%)
- EBITDA -100% YoY (vs -1.2% in previous quarter and historical rate +20.6%)
- Net Debt decreased by $10.3 bln since the start of the year (2.8% of market cap)
- EV/EBITDA multiple is 37.4x compared to historical level (75th percentile) of 32.8x
- EV/Sales multiple is 8.2x

------------------------------------------------

2026-07-21

#reports #ESTC

[Elastic](https://eninvs.com/all.php?name=ESTC) (Information technology service provider) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=ESTC&q=2026 q1&id=955066)
(2026-05-28, After Market Close):

- Revenue +8.7% YoY (vs +16.0% in previous quarter and historical rate +16.9%)
- EBITDA -168.4% YoY (vs -73.3% in previous quarter and historical rate +66.6%)
- EBITDA margin -2.9% decreased compared to 4.6% same period last year
- Net Debt decreased by $123 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.7% of market cap
- EV/EBITDA multiple is 128.4x compared to historical level (75th percentile) of 149.5x
- EV/Sales multiple is 3.3x

------------------------------------------------

2026-07-21

#reports #DELL

[Dell Technologies](https://eninvs.com/all.php?name=DELL) (IT services provider) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=DELL&q=2026 q1&id=955064)
(2026-05-28, After Market Close):

- Revenue +47.2% YoY (vs +42.8% in previous quarter and historical rate +22.0%)
- EBITDA +483.9% YoY (vs +77.1% in previous quarter and historical rate +54.9%)
- EBITDA margin 10.1% increased compared to 2.5% same period last year
- Net Debt decreased by $374 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$5 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 14.4x compared to historical level (75th percentile) of 16.7x
- EV/Sales multiple is 2.2x

------------------------------------------------

2026-07-21

#reports #CRDO

[Credo Technology Group Holding Ltd](https://eninvs.com/all.php?name=CRDO) (Communication Equipment) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=CRDO&q=2026 q1&id=957446)
(2026-06-01, After Market Close):

- Revenue +157.1% YoY (vs +201.5% in previous quarter and historical rate +97.6%)
- EBITDA +319.5% YoY (vs +403.2% in previous quarter)
- EBITDA margin 39.4% increased compared to 24.1% same period last year
- Net Debt decreased by $133 mln over the past reporting period (0.4% of market cap)
- EV/EBITDA multiple is 69.5x compared to historical level (75th percentile) of 352.3x
- EV/Sales multiple is 24.9x

------------------------------------------------

2026-07-21

#reports #BLK

[BlackRock](https://eninvs.com/all.php?name=BLK) (Investments provider ) reported for 2026 q1
(2026-04-14, Before Market Open):

- Revenue +30.6% YoY (vs +27.0% in previous quarter and historical rate +16.6%)
- Net Income -100% YoY (vs +68.8% in previous quarter and historical rate +14.5%)
- P/E multiple is 15.8x compared to historical level (75th percentile) of 21.5x
- P/S multiple is 5.8x
- Price to book: 2.9x

------------------------------------------------

2026-07-21

#reports #BAC

[Bank of America](https://eninvs.com/all.php?name=BAC) (Banking service provider) reported for 2026 q1
(2026-04-15, Before Market Open):

- Revenue +19.3% YoY (vs +7.2% in previous quarter and historical rate +13.9%)
- Net Income -100% YoY (vs +15.1% in previous quarter and historical rate +4.7%)
- P/E multiple is 20.4x compared to historical level (75th percentile) of 13.8x
- P/S multiple is 4.5x
- Price to book: 1.7x

------------------------------------------------

2026-07-21

#reports #AYI

[Acuity Brands](https://eninvs.com/all.php?name=AYI) (Energy saving technology supplier) reported for 2026 q1
(2026-04-02, Before Market Open):

- Revenue +19.1% YoY (vs +10.9% in previous quarter and historical rate +4.1%)
- EBITDA +64.5% YoY (vs +11.0% in previous quarter and historical rate +11.4%)
- EBITDA margin 19.4% increased compared to 14.0% same period last year
- Net Debt decreased by $4 mln over the past reporting period (0.0% of market cap)
- EV/EBITDA multiple is 14x compared to historical level (75th percentile) of 16x
- EV/Sales multiple is 2.4x

------------------------------------------------

2026-07-21

#reports #AMBA

[Ambarella](https://eninvs.com/all.php?name=AMBA) (Semiconductor manufacturer) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=AMBA&q=2026 q1&id=955059)
(2026-05-28, After Market Close):

- Revenue +4.2% YoY (vs +17.4% in previous quarter and historical rate +18.3%)
- EBITDA margin -13.0% increased compared to -14.6% same period last year
- Net Debt increased by $77 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) +$0 bln (positive), 1.4% of market cap
- EV/Sales multiple is 6.7x

------------------------------------------------

2026-07-21

#reports #AMAT

[Applied Materials](https://eninvs.com/all.php?name=AMAT) (Semiconductor manufacturer ) reported for 2026 q1
(2026-05-14, After Market Close):

- Revenue +11.4% YoY (vs -2.1% in previous quarter and historical rate +3.3%)
- EBITDA +17% YoY (vs -14.1% in previous quarter and historical rate +3.1%)
- EBITDA margin 33.6% increased compared to 32.0% same period last year
- Net Debt increased by $1.5 bln since the start of the year (0.3% of market cap)
- EV/EBITDA multiple is 50.3x compared to historical level (75th percentile) of 23.6x
- EV/Sales multiple is 15.3x

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