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2025-11-04
#reports #WMB

[Williams](https://eninvs.com/all.php?name=WMB) (Energy company) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192915)
(2025-11-03, After Market Close):

- Revenue +8.3% YoY (vs +11.4% in previous quarter and historical rate +2.4%)
- EBITDA +15.6% YoY (vs +10.9% in previous quarter and historical rate +11.5%)
- EBITDA margin 56.4% increased compared to 52.8% same period last year
- Net Debt increased by $259 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0.5 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 16.1x compared to historical level (75th percentile) of 16.9x
- EV/Sales multiple is 8.8x

2025-11-04
#reports #VRTX

[Vertex Pharmaceuticals](https://eninvs.com/all.php?name=VRTX) (Pharmaceutical developer) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=VRTX&q=2025 q3&id=895372)
(2025-11-03, After Market Close):

- Revenue +11% YoY (vs +12.1% in previous quarter and historical rate +10.5%)
- EBITDA +6.1% YoY (vs +112000.0% in previous quarter and historical rate -1.0%)
- EBITDA margin 39.6% decreased compared to 41.4% same period last year
- Net Debt increased by $403 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 26.5x compared to historical level (75th percentile) of 25.3x
- EV/Sales multiple is 9x

2025-11-04
#reports #UFPT

[UFP Technologies](https://eninvs.com/all.php?name=UFPT) (Medical Devices) reported for 2025 q3
(2025-11-03, After Market Close):

- Revenue +6.9% YoY (vs +37.3% in previous quarter and historical rate +25.9%)
- EBITDA -6.7% YoY (vs +30.0% in previous quarter and historical rate +32.2%)
- EBITDA margin 18.1% decreased compared to 20.7% same period last year
- Net Debt decreased by $21 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.2% of market cap
- EV/EBITDA multiple is 15.6x compared to historical level (75th percentile) of 26.2x
- EV/Sales multiple is 2.7x

2025-11-04
#reports #TRNS

[Transcat](https://eninvs.com/all.php?name=TRNS) (Industrial Distribution) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=TRNS&q=2025 q3&id=895364)
(2025-11-03, After Market Close):

- Revenue +20.6% YoY (vs +13.4% in previous quarter and historical rate +11.5%)
- EBITDA +71.4% YoY (vs 0.0% in previous quarter and historical rate +40.8%)
- EBITDA margin 14.6% increased compared to 10.3% same period last year
- Net Debt increased by $155 mln over the past reporting period (29.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 10.7% of market cap
- EV/EBITDA multiple is 16.1x compared to historical level (75th percentile) of 30.1x
- EV/Sales multiple is 2.2x

2025-11-04
#reports #TNC

[Tennant Company](https://eninvs.com/all.php?name=TNC) (Cleaning equipment manufacturer) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=TNC&q=2025 q3&id=895362)
(2025-11-03, After Market Close):

- Revenue -4.1% YoY (vs -3.6% in previous quarter and historical rate +5.1%)
- EBITDA -15.9% YoY (vs -13.5% in previous quarter and historical rate +26.0%)
- EBITDA margin 12.2% decreased compared to 13.9% same period last year
- Net Debt increased by $5 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 11.5x
- EV/Sales multiple is 1.3x

2025-11-04
#reports #TDUP

[ThredUp Inc.](https://eninvs.com/all.php?name=TDUP) (Internet Retail) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192910)
(2025-11-03, After Market Close):

- Revenue +12.3% YoY (vs -2.5% in previous quarter and historical rate +18.3%)
- EBITDA margin -1.2% increased compared to -27.4% same period last year
- Net Debt decreased by $6 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 2.0% of market cap
- EV/Sales multiple is 2.9x

2025-11-04
#reports #TCMD

[Tactile Systems Technology](https://eninvs.com/all.php?name=TCMD) (Medical device manufacturer) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192909)
(2025-11-03, After Market Close):

- Revenue +17.8% YoY (vs +8.2% in previous quarter and historical rate +10.0%)
- EBITDA +44.4% YoY (vs -25.0% in previous quarter)
- EBITDA margin 15.1% increased compared to 12.3% same period last year
- Net Debt decreased by $10 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) +$0 bln (positive), 3.6% of market cap
- EV/EBITDA multiple is 10.5x compared to historical level (75th percentile) of 14.6x
- EV/Sales multiple is 1x

2025-11-04
#reports #TBI

[TrueBlue](https://eninvs.com/all.php?name=TBI) (Staffing and Employment Services) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192908)
(2025-11-03, After Market Close):

- Revenue +12.8% YoY (vs 0.0% in previous quarter and historical rate -11.5%)
- Net Debt increased by $16 mln over the past reporting period (11.5% of market cap)
- FCF (LTM) +$0 bln (positive), 10.7% of market cap
- EV/Sales multiple is 0.1x

2025-11-04
#reports #RNG

[RingCentral](https://eninvs.com/all.php?name=RNG) (Software provider) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=RNG&q=2025 q3&id=895346)
(2025-11-03, After Market Close):

- Revenue +4.9% YoY (vs +4.6% in previous quarter and historical rate +9.2%)
- EBITDA +74.1% YoY (vs +160.8% in previous quarter and historical rate +163.8%)
- EBITDA margin 15.8% increased compared to 9.5% same period last year
- Net Debt increased by $17 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.3 bln (positive), 10.6% of market cap
- EV/EBITDA multiple is 8.7x compared to historical level (75th percentile) of 55x
- EV/Sales multiple is 1.6x

2025-11-04
#reports #QRVO

[Qorvo](https://eninvs.com/all.php?name=QRVO) (Analog integrated circuits manufacturer) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192906)
(2025-11-03, After Market Close):

- Revenue +1.1% YoY (vs -7.7% in previous quarter and historical rate -2.1%)
- EBITDA +232.2% YoY (vs +27.3% in previous quarter and historical rate +27.5%)
- EBITDA margin 18.5% increased compared to 5.6% same period last year
- Net Debt increased by $62 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.3% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 43.7x
- EV/Sales multiple is 2.5x

2025-11-04
#reports #SBAC
@ REITs

[SBA Communications](https://eninvs.com/all.php?name=SBAC) (Real estate investment fund) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=SBAC&q=2025 q3&id=895349)
(2025-11-03, After Market Close):

- Revenue +9.6% YoY (vs +5.9% in previous quarter and historical rate +3.3%)
- EBITDA +2.7% YoY (vs -3.3% in previous quarter and historical rate +16.4%)
- EBITDA margin 61.6% decreased compared to 65.7% same period last year
- Net Debt increased by $30 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$2.6 bln (negative), 12.4% of market cap
- EV/EBITDA multiple is 20.9x compared to historical level (75th percentile) of 24.7x
- EV/Sales multiple is 12.7x

2025-11-04
#reports #PRIM

[Primoris Services](https://eninvs.com/all.php?name=PRIM) (Engineering and Construction) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=PRIM&q=2025 q3&id=895340)
(2025-11-03, After Market Close):

- Revenue +32.1% YoY (vs +20.9% in previous quarter and historical rate +24.8%)
- EBITDA +32% YoY (vs +33.0% in previous quarter and historical rate +26.2%)
- EBITDA margin 7.4% has not changed compared to 7.4% same period last year
- Net Debt decreased by $160 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 4.3% of market cap
- EV/EBITDA multiple is 15.9x compared to historical level (75th percentile) of 10.9x
- EV/Sales multiple is 1.1x

2025-11-04
#reports #PLTR

[Palantir Technologies](https://eninvs.com/all.php?name=PLTR) (Software provider) reported for 2025 q3
(2025-11-03, After Market Close):

- Revenue +62.7% YoY (vs +48.1% in previous quarter and historical rate +29.0%)
- EBITDA +229.8% YoY (vs +144.2% in previous quarter and historical rate +144.3%)
- EBITDA margin 33.8% increased compared to 16.7% same period last year
- Net Debt decreased by $439 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$1.5 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 476.8x compared to historical level (75th percentile) of 574.5x
- EV/Sales multiple is 108.2x

2025-11-04
#reports #PAY

[Paymentus Holdings, Inc.](https://eninvs.com/all.php?name=PAY) (Information Technology Services) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=PAY&q=2025 q3&id=895332)
(2025-11-03, After Market Close):

- Revenue +34.1% YoY (vs +42.1% in previous quarter and historical rate +34.0%)
- EBITDA +42.9% YoY (vs +36.8% in previous quarter and historical rate +88.3%)
- EBITDA margin 9.6% increased compared to 9.1% same period last year
- Net Debt decreased by $23 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.9% of market cap
- EV/EBITDA multiple is 31.1x compared to historical level (75th percentile) of 51.9x
- EV/Sales multiple is 2.9x

2025-11-04
#reports #ON

[ON Semiconductor](https://eninvs.com/all.php?name=ON) (Semiconductor manufacturer) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=ON&q=2025 q3&id=895330)
(2025-11-03, Before Market Open):

- Revenue -12% YoY (vs -15.3% in previous quarter and historical rate -7.9%)
- EBITDA -32.3% YoY (vs -36.1% in previous quarter and historical rate -19.9%)
- EBITDA margin 26.5% decreased compared to 34.4% same period last year
- Net Debt decreased by $43 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.5 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 18.6x compared to historical level (75th percentile) of 13.6x
- EV/Sales multiple is 2.8x

At the opening of the session the share price went down -1.1% vs S&P500 +0.6%
2025-11-04
#reports #OGS

[ONE Gas](https://eninvs.com/all.php?name=OGS) (Gas provider) reported for [2025 q3](https://eninvs.com/press_release.php?ticker=OGS&q=2025 q3&id=895328)
(2025-11-03, After Market Close):

- Revenue +11.5% YoY (vs +19.8% in previous quarter and historical rate +2.2%)
- EBITDA +7.6% YoY (vs +6.3% in previous quarter and historical rate +26.5%)
- EBITDA margin 37.5% decreased compared to 38.8% same period last year
- Net Debt increased by $89 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) -$0.3 bln (negative), 5.5% of market cap
- EV/EBITDA multiple is 21.1x compared to historical level (75th percentile) of 22.6x
- EV/Sales multiple is 6.9x

2025-11-04
#reports #NOVT

[Novanta](https://eninvs.com/all.php?name=NOVT) (Scientific and Technical Instruments) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192870)
(2025-11-04, Before Market Open):

- Revenue +1.6% YoY (vs +2.1% in previous quarter and historical rate +4.6%)
- EBITDA -19.1% YoY (vs -25.0% in previous quarter and historical rate +2.6%)
- EBITDA margin 15.3% decreased compared to 19.3% same period last year
- Net Debt increased by $12 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 34.2x compared to historical level (75th percentile) of 41x
- EV/Sales multiple is 5.5x

2025-11-04
#reports #KRYS

[Krystal Biotech](https://eninvs.com/all.php?name=KRYS) (Medicine services provider) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192896)
(2025-11-03, Before Market Open):

- Revenue +16.7% YoY (vs +162.9% in previous quarter and historical rate +116.0%)
- EBITDA +79.2% YoY (vs +600.0% in previous quarter and historical rate +106.6%)
- EBITDA margin 43.9% increased compared to 28.6% same period last year
- Net Debt decreased by $50 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 24.8x compared to historical level (75th percentile) of 111x
- EV/Sales multiple is 10.8x

At the opening of the session the share price went up +0.1% vs S&P500 +0.6%
2025-11-04
#reports #IRMD

[IRadimed Corporation](https://eninvs.com/all.php?name=IRMD) (Medical Devices) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192895)
(2025-11-03, Before Market Open):

- Revenue +16.7% YoY (vs +11.1% in previous quarter and historical rate +17.2%)
- EBITDA +16.7% YoY (vs +16.7% in previous quarter and historical rate +23.8%)
- EBITDA margin 33.3% has not changed compared to 33.3% same period last year
- Net Debt decreased by $4 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 38.9x compared to historical level (75th percentile) of 31.6x
- EV/Sales multiple is 12.7x

At the opening of the session the share price went up +7.1% vs S&P500 +0.6%
2025-11-04
#reports #INSP

[Inspire Medical Systems](https://eninvs.com/all.php?name=INSP) (Medical device developer) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192894)
(2025-11-03, After Market Close):

- Revenue +10.8% YoY (vs +10.7% in previous quarter and historical rate +39.0%)
- EBITDA -31.3% YoY (vs -114.3% in previous quarter)
- EBITDA margin 4.9% decreased compared to 7.9% same period last year
- Net Debt decreased by $7 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0 bln (negative), 2.1% of market cap
- EV/EBITDA multiple is 52.3x compared to historical level (75th percentile) of 294.8x
- EV/Sales multiple is 2.4x

2025-11-04
#reports #III

[Information Services Group](https://eninvs.com/all.php?name=III) (Information Technology Services) reported for [2025 q3](https://eninvs.com/press_release.php?source=sec&form_type=10&id=192893)
(2025-11-03, Before Market Open):

- Revenue +1.6% YoY (vs -3.1% in previous quarter and historical rate -4.8%)
- EBITDA 0% YoY (vs +20.0% in previous quarter)
- EBITDA margin 8.1% decreased compared to 8.2% same period last year
- Net Debt increased by $3 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0 bln (positive), 1.7% of market cap
- EV/EBITDA multiple is 20.8x compared to historical level (75th percentile) of 17.9x
- EV/Sales multiple is 1.4x

At the opening of the session the share price went up +6.9% vs S&P500 +0.6%