#reports #ZBRA
[Zebra Technologies](https://eninvs.com/all.php?name=ZBRA) (Mobile computer manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194877)
(2026-02-12, Before Market Open):
- Revenue +10.6% YoY (vs +5.2% in previous quarter and historical rate -0.2%)
- EBITDA -12.4% YoY (vs +36.2% in previous quarter and historical rate +24.0%)
- EBITDA margin 13.4% decreased compared to 16.9% same period last year
- Net Debt increased by $1.2 bln since the start of the year (9.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.3% of market cap
- EV/EBITDA multiple is 15.9x compared to historical level (75th percentile) of 22.4x
- EV/Sales multiple is 2.9x
------------------------------------------------
#reports #YELP
[Yelp](https://eninvs.com/all.php?name=YELP) (Crowdsourcing platform) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue -0.6% YoY (vs +4.4% in previous quarter and historical rate +7.2%)
- EBITDA -26.2% YoY (vs +18.2% in previous quarter and historical rate +52.4%)
- EBITDA margin 17.2% decreased compared to 23.2% same period last year
- Net Debt increased by $12 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.1 bln (positive), 5.4% of market cap
- EV/EBITDA multiple is 5.8x compared to historical level (75th percentile) of 20.5x
- EV/Sales multiple is 1x
------------------------------------------------
#reports #WST
[West Pharmaceutical Services](https://eninvs.com/all.php?name=WST) (Drug packaging and delivery systems developer) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +7.5% YoY (vs +7.8% in previous quarter and historical rate +2.2%)
- EBITDA -66.7% YoY (vs +5.5% in previous quarter and historical rate -0.9%)
- EBITDA margin 25.3% decreased compared to 81.7% same period last year
- Net Debt decreased by $139 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.3% of market cap
- EV/EBITDA multiple is 23.1x compared to historical level (75th percentile) of 16.9x
- EV/Sales multiple is 5.7x
------------------------------------------------
#reports #VRTX
[Vertex Pharmaceuticals](https://eninvs.com/all.php?name=VRTX) (Pharmaceutical developer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +9.5% YoY (vs +11.0% in previous quarter and historical rate +10.4%)
- EBITDA +17% YoY (vs +6.1% in previous quarter and historical rate -1.0%)
- EBITDA margin 38.9% increased compared to 36.4% same period last year
- Net Debt decreased by $310 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0 bln (negative), 0.0% of market cap
- EV/EBITDA multiple is 28.4x compared to historical level (75th percentile) of 26.4x
- EV/Sales multiple is 9.8x
------------------------------------------------
#reports #USFD
[US Foods](https://eninvs.com/all.php?name=USFD) (Food services provider) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +9.5% YoY (vs +323.9% in previous quarter and historical rate +23.9%)
- EBITDA +48.5% YoY (vs +250.1% in previous quarter and historical rate +57.2%)
- EBITDA margin 4.5% increased compared to 3.3% same period last year
- Net Debt decreased by $216 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.8 bln (positive), 4.6% of market cap
- EV/EBITDA multiple is 8.6x compared to historical level (75th percentile) of 12.5x
- EV/Sales multiple is 0.3x
------------------------------------------------
#reports #TXG
[10X Genomics](https://eninvs.com/all.php?name=TXG) (Medical services provider) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +0.6% YoY (vs -2.0% in previous quarter and historical rate +8.3%)
- EBITDA margin -7.2% increased compared to -25.5% same period last year
- Net Debt decreased by $44 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.1 bln (positive), 3.3% of market cap
- EV/Sales multiple is 3.3x
------------------------------------------------
#reports #TWLO
[Twilio](https://eninvs.com/all.php?name=TWLO) (Communication services provider) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +14.3% YoY (vs +14.6% in previous quarter and historical rate +9.9%)
- EBITDA +72.9% YoY (vs +230.0% in previous quarter and historical rate +122.7%)
- EBITDA margin 7.5% increased compared to 4.9% same period last year
- Net Debt decreased by $25 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 49.7x compared to historical level (75th percentile) of 105.5x
- EV/Sales multiple is 3.8x
------------------------------------------------
#reports #TRUP
[Trupanion](https://eninvs.com/all.php?name=TRUP) (Insurance services provider) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +23.2% YoY (vs +13.9% in previous quarter and historical rate +22.0%)
- Net Income margin 1.6% increased compared to -2.3% same period last year
- P/S multiple is 1x
- Price to book: 3.7x
------------------------------------------------
#reports #TOST
[Toast, Inc.](https://eninvs.com/all.php?name=TOST) (Software — Infrastructure) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +22% YoY (vs +25.1% in previous quarter and historical rate +31.7%)
- EBITDA +92.4% YoY (vs +82.1% in previous quarter and historical rate +97.9%)
- EBITDA margin 7.8% increased compared to 4.9% same period last year
- Net Debt decreased by $132 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.7 bln (positive), 3.8% of market cap
- EV/EBITDA multiple is 35.1x compared to historical level (75th percentile) of 130.7x
- EV/Sales multiple is 2.6x
------------------------------------------------
#reports #RYAN
[Ryan Specialty Holdings, Inc.](https://eninvs.com/all.php?name=RYAN) (Insurance — Specialty) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +36.1% YoY (vs +24.6% in previous quarter and historical rate +21.6%)
- Net Income -24.4% YoY (vs -27.1% in previous quarter and historical rate -0.7%)
- Net Income margin 4.1% decreased compared to 7.4% same period last year
- P/E multiple is 24.7x compared to historical level (75th percentile) of 30.9x
- P/S multiple is 2x
- Price to book: 8.7x
------------------------------------------------
#reports #RARE
[Ultragenyx Pharmaceutical](https://eninvs.com/all.php?name=RARE) (Medicines developer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +25.5% YoY (vs +15.1% in previous quarter and historical rate +22.9%)
- EBITDA margin -60.9% increased compared to -81.2% same period last year
- Net Debt decreased by $575 mln over the past reporting period (33.7% of market cap)
- FCF (LTM) -$0.6 bln (negative), 34.2% of market cap
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #QSR
[Restaurant Brands International](https://eninvs.com/all.php?name=QSR) (Restaurants owner) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +42.5% YoY (vs +349.5% in previous quarter and historical rate +30.6%)
- EBITDA +21.2% YoY (vs +374.9% in previous quarter and historical rate +27.0%)
- EBITDA margin 28.3% decreased compared to 33.2% same period last year
- Net Debt increased by $425 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) -$0.7 bln (negative), 3.4% of market cap
- EV/EBITDA multiple is 7.5x compared to historical level (75th percentile) of 15.6x
- EV/Sales multiple is 2.3x
------------------------------------------------
#reports #PINS
[Pinterest](https://eninvs.com/all.php?name=PINS) (Online platform) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +14.3% YoY (vs +16.8% in previous quarter and historical rate +14.7%)
- EBITDA +14.6% YoY (vs +6500.0% in previous quarter and historical rate +37.3%)
- EBITDA margin 23.3% has not changed compared to 23.2% same period last year
- Net Debt increased by $219 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$1.2 bln (positive), 7.0% of market cap
- EV/EBITDA multiple is 43.6x compared to historical level (75th percentile) of 158.4x
- EV/Sales multiple is 3.6x
------------------------------------------------
#reports #PDFS
[PDF Solutions](https://eninvs.com/all.php?name=PDFS) (Software — Application) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +24% YoY (vs +23.9% in previous quarter and historical rate +14.1%)
- Net Debt decreased by $7 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 11.0% of market cap
- EV/EBITDA multiple is 124.9x compared to historical level (75th percentile) of 1021x
- EV/Sales multiple is 6.3x
------------------------------------------------
#reports #PCOR
[Procore Technologies, Inc.](https://eninvs.com/all.php?name=PCOR) (Software — Application) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +15.6% YoY (vs +14.5% in previous quarter and historical rate +22.8%)
- EBITDA margin -4.6% increased compared to -13.9% same period last year
- Net Debt decreased by $75 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.4% of market cap
- EV/Sales multiple is 6.4x
------------------------------------------------
#reports #PACB
[Pacific Biosciences of Califor](https://eninvs.com/all.php?name=PACB) (Provider of medical services) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +15.4% YoY (vs +165.5% in previous quarter and historical rate +29.3%)
- EBITDA margin -291.1% decreased compared to -176.9% same period last year
- Net Debt decreased by $194 mln over the past reporting period (25.5% of market cap)
- FCF (LTM) +$0.2 bln (positive), 31.2% of market cap
- EV/Sales multiple is 4.3x
------------------------------------------------
#reports #NVMI
[Nova Measuring Instruments](https://eninvs.com/all.php?name=NVMI) (Semiconductor Equipment and Materials) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +57% YoY (vs +401.5% in previous quarter and historical rate +32.5%)
- EBITDA +54.8% YoY (vs +469.4% in previous quarter and historical rate +32.9%)
- EBITDA margin 29.1% decreased compared to 29.6% same period last year
- Net Debt increased by $365 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 39.5x compared to historical level (75th percentile) of 35.4x
- EV/Sales multiple is 12x
------------------------------------------------
#reports #MORN
[Morningstar](https://eninvs.com/all.php?name=MORN) (Information and analytical company) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +17.8% YoY (vs +322.1% in previous quarter and historical rate +26.3%)
- Net Income -19% YoY (vs +889.2% in previous quarter and historical rate +66.4%)
- Net Income margin 17.9% decreased compared to 26.1% same period last year
- P/E multiple is 7.4x compared to historical level (75th percentile) of 121.1x
- P/S multiple is 2.2x
- Price to book: 6x
------------------------------------------------
#reports #MHK
[Mohawk Industries](https://eninvs.com/all.php?name=MHK) (Floor covering manufacturer) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +2.4% YoY (vs +1.4% in previous quarter and historical rate -3.0%)
- EBITDA -11.9% YoY (vs -24.9% in previous quarter and historical rate -4.9%)
- EBITDA margin 9.1% decreased compared to 10.5% same period last year
- Net Debt decreased by $221 mln over the past reporting period (2.9% of market cap)
- FCF (LTM) +$0.4 bln (positive), 4.7% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 28.3x
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #KNSL
[Kinsale Capital](https://eninvs.com/all.php?name=KNSL) (Insurance services provider) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +29.5% YoY (vs +17.4% in previous quarter and historical rate +36.1%)
- Net Income +40.4% YoY (vs +5.8% in previous quarter and historical rate +50.2%)
- Net Income margin 28.8% increased compared to 26.5% same period last year
- P/E multiple is 20.4x compared to historical level (75th percentile) of 38.1x
- P/S multiple is 5.5x
- Price to book: 5x
------------------------------------------------
#reports #IRDM
[Iridium Communications](https://eninvs.com/all.php?name=IRDM) (Mobile satellite provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194866)
(2026-02-12, Before Market Open):
- Revenue +4.4% YoY (vs +9.2% in previous quarter and historical rate +10.0%)
- EBITDA +8% YoY (vs +5.1% in previous quarter and historical rate +4.5%)
- EBITDA margin 50.7% increased compared to 49.0% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.5% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 12.4x
- EV/Sales multiple is 3x
------------------------------------------------
#reports #IR
[Ingersoll Rand](https://eninvs.com/all.php?name=IR) (Vacuum system manufacturer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +10.1% YoY (vs +5.1% in previous quarter and historical rate +9.1%)
- EBITDA +3.4% YoY (vs +4.9% in previous quarter and historical rate +3.2%)
- EBITDA margin 20.1% decreased compared to 21.4% same period last year
- Net Debt decreased by $79 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.4 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 30.8x compared to historical level (75th percentile) of 30.2x
- EV/Sales multiple is 5.1x
------------------------------------------------
#reports #IPGP
[IPG Photonics](https://eninvs.com/all.php?name=IPGP) (Fiber laser manufacturer) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +17.1% YoY (vs +7.7% in previous quarter and historical rate -10.3%)
- EBITDA +103.7% YoY (vs +3800.0% in previous quarter and historical rate -1.6%)
- EBITDA margin 20.1% increased compared to 11.5% same period last year
- Net Debt increased by $31 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.6% of market cap
- EV/EBITDA multiple is 22.6x compared to historical level (75th percentile) of 19.8x
- EV/Sales multiple is 2.9x
------------------------------------------------
#reports #HWM
[Howmet Aerospace](https://eninvs.com/all.php?name=HWM) (Engineered metal products provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194865)
(2026-02-12, Before Market Open):
- Revenue +14.6% YoY (vs +13.8% in previous quarter and historical rate +13.5%)
- EBITDA +8.5% YoY (vs +23.5% in previous quarter and historical rate +24.8%)
- EBITDA margin 25.9% decreased compared to 27.4% same period last year
- Net Debt increased by $492 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$1 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 38.6x compared to historical level (75th percentile) of 34.2x
- EV/Sales multiple is 10.9x
------------------------------------------------
#reports #GTES
[Gates Industrial Corporation plc](https://eninvs.com/all.php?name=GTES) (Specialty Industrial Machinery) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194864)
(2026-02-12, Before Market Open):
- Revenue +299% YoY (vs +294.9% in previous quarter and historical rate +33.0%)
- EBITDA +292.5% YoY (vs +258.7% in previous quarter and historical rate +50.4%)
- EBITDA margin 19.7% decreased compared to 20.0% same period last year
- Net Debt increased by $104 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) +$0.4 bln (positive), 6.6% of market cap
- EV/EBITDA multiple is 5x compared to historical level (75th percentile) of 10.7x
- EV/Sales multiple is 1x
------------------------------------------------
#reports #FORR
[Forrester Research](https://eninvs.com/all.php?name=FORR) (Market data explorer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue -6.5% YoY (vs -8.7% in previous quarter and historical rate -9.7%)
- EBITDA margin -35.6% decreased compared to 0.9% same period last year
- Net Debt increased by $4 mln over the past reporting period (2.6% of market cap)
- FCF (LTM) +$0 bln (positive), 18.9% of market cap
- EV/Sales multiple is 0.2x
------------------------------------------------
#reports #EXPE
[Expedia](https://eninvs.com/all.php?name=EXPE) (Travel company) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +22.8% YoY (vs +374.2% in previous quarter and historical rate +39.4%)
- EBITDA +327% YoY (vs +456.4% in previous quarter and historical rate +59.6%)
- EBITDA margin 17.8% increased compared to 5.1% same period last year
- Net Debt decreased by $403 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) -$0.6 bln (negative), 1.7% of market cap
- EV/EBITDA multiple is 6.8x compared to historical level (75th percentile) of 10x
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #DXCM
[DexCom](https://eninvs.com/all.php?name=DXCM) ( Medical equipment developer ) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194862)
(2026-02-12, After Market Close):
- Revenue +13.1% YoY (vs +21.6% in previous quarter and historical rate +17.3%)
- EBITDA +61.5% YoY (vs +51.1% in previous quarter and historical rate +36.1%)
- EBITDA margin 27.9% increased compared to 19.6% same period last year
- Net Debt increased by $138 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.8 bln (positive), 2.6% of market cap
- EV/EBITDA multiple is 26.7x compared to historical level (75th percentile) of 70.4x
- EV/Sales multiple is 6x
------------------------------------------------
#reports #CTRE
[CareTrust](https://eninvs.com/all.php?name=CTRE) (REIT — Healthcare Facilities) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +114.3% YoY (vs +280.0% in previous quarter and historical rate +38.4%)
- EBITDA +100% YoY (vs +253.3% in previous quarter and historical rate +79.9%)
- EBITDA margin 80.0% decreased compared to 85.7% same period last year
- Net Debt decreased by $189 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 19.2x compared to historical level (75th percentile) of 17.7x
- EV/Sales multiple is 16.2x
------------------------------------------------
#reports #CROX
[Crocs](https://eninvs.com/all.php?name=CROX) (Shoe manufacturer) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +2% YoY (vs +327.3% in previous quarter and historical rate +36.3%)
- EBITDA -18.1% YoY (vs +367.8% in previous quarter and historical rate +32.3%)
- EBITDA margin 20.8% decreased compared to 25.9% same period last year
- Net Debt decreased by $38 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$1.3 bln (positive), 29.3% of market cap
- EV/EBITDA multiple is 3x compared to historical level (75th percentile) of 9.1x
- EV/Sales multiple is 0.8x
------------------------------------------------
#reports #COIN
[Coinbase Global, Inc.](https://eninvs.com/all.php?name=COIN) (Software — Application) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194849)
(2026-02-12, After Market Close):
- Revenue +132.9% YoY (vs +588.1% in previous quarter and historical rate +36.1%)
- Net Income -175% YoY (vs +2251.5% in previous quarter and historical rate +5.3%)
- Net Income margin -15.8% decreased compared to 48.9% same period last year
- P/E multiple is 18x compared to historical level (75th percentile) of 49.9x
- P/S multiple is 4.2x
- Price to book: 3.4x
------------------------------------------------
#reports #COHU
[Cohu](https://eninvs.com/all.php?name=COHU) (Semiconductor Equipment and Materials) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +13% YoY (vs +193.4% in previous quarter and historical rate -1.3%)
- EBITDA margin -10.7% decreased compared to -4.6% same period last year
- Net Debt increased by $32 mln over the past reporting period (2.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 5.5% of market cap
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #CAE
[CAE](https://eninvs.com/all.php?name=CAE) (Aerospace and Defense) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +57.5% YoY (vs +4.4% in previous quarter and historical rate +12.9%)
- EBITDA +77.7% YoY (vs -1.2% in previous quarter)
- EBITDA margin 24.8% increased compared to 22.0% same period last year
- Net Debt increased by $628 mln over the past reporting period (6.0% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 17.3x compared to historical level (75th percentile) of 20.3x
- EV/Sales multiple is 3.6x
------------------------------------------------
#reports #BROS
[Dutch Bros Inc.](https://eninvs.com/all.php?name=BROS) (Restaurants) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +29.4% YoY (vs +25.4% in previous quarter and historical rate +30.6%)
- EBITDA +114.3% YoY (vs +26.5% in previous quarter and historical rate +109.6%)
- EBITDA margin 6.8% increased compared to 4.1% same period last year
- Net Debt decreased by $794 mln over the past reporting period (10.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.4% of market cap
- EV/EBITDA multiple is 40.3x compared to historical level (75th percentile) of 73.2x
- EV/Sales multiple is 4.7x
------------------------------------------------
#reports #BLIN
[Bridgeline Digital](https://eninvs.com/all.php?name=BLIN) (Software — Infrastructure) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194858)
(2026-02-12, After Market Close):
- Revenue 0% YoY (vs 0.0% in previous quarter and historical rate +13.9%)
- EV/Sales multiple is 0.4x
------------------------------------------------
#reports #BIO
[Bio-Rad Laboratories](https://eninvs.com/all.php?name=BIO) ( Products for clinical diagnostics developer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +3.7% YoY (vs +0.5% in previous quarter and historical rate -2.6%)
- EBITDA -176.8% YoY (vs +7.8% in previous quarter and historical rate -21.2%)
- EBITDA margin -11.0% decreased compared to 14.8% same period last year
- Net Debt decreased by $122 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.8% of market cap
- EV/EBITDA multiple is 40x compared to historical level (75th percentile) of 21.4x
- EV/Sales multiple is 3.3x
------------------------------------------------
#reports #BFAM
[Bright Horizons Family Solutions](https://eninvs.com/all.php?name=BFAM) (Education cervices provider) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +8.9% YoY (vs +11.7% in previous quarter and historical rate +13.4%)
- EBITDA -1.4% YoY (vs +29.5% in previous quarter and historical rate +15.1%)
- EBITDA margin 9.5% decreased compared to 10.5% same period last year
- Net Debt decreased by $12 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 16.9x compared to historical level (75th percentile) of 41.6x
- EV/Sales multiple is 2.3x
------------------------------------------------
#reports #BDC
[Belden](https://eninvs.com/all.php?name=BDC) ( Communication and cable products provider ) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +8.1% YoY (vs +6.6% in previous quarter and historical rate +2.1%)
- EBITDA +20.8% YoY (vs +3.8% in previous quarter and historical rate +5.1%)
- EBITDA margin 16.9% increased compared to 15.2% same period last year
- Net Debt decreased by $72 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) -$0.2 bln (negative), 4.4% of market cap
- EV/EBITDA multiple is 12.6x compared to historical level (75th percentile) of 13.6x
- EV/Sales multiple is 2.1x
------------------------------------------------
#reports #ASC
[Ardmore Shipping Corporation](https://eninvs.com/all.php?name=ASC) (Marine Shipping) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue -21.7% YoY (vs +310.1% in previous quarter and historical rate +58.5%)
- EBITDA +79.6% YoY (vs +368.4% in previous quarter and historical rate +89.6%)
- EBITDA margin 106.0% increased compared to 46.2% same period last year
- Net Debt increased by $1.5 bln since the start of the year (313.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 15.6% of market cap
- EV/EBITDA multiple is 5.6x compared to historical level (75th percentile) of 4x
- EV/Sales multiple is 2.8x
------------------------------------------------
#reports #ANET
[Arista Networks](https://eninvs.com/all.php?name=ANET) ( Network equipment, computing systems manufacturer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +28.9% YoY (vs +27.4% in previous quarter and historical rate +27.8%)
- EBITDA +29.9% YoY (vs +24.7% in previous quarter and historical rate +35.2%)
- EBITDA margin 42.4% increased compared to 42.1% same period last year
- Net Debt decreased by $637 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$2.6 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 44x compared to historical level (75th percentile) of 43.7x
- EV/Sales multiple is 19.2x
------------------------------------------------
#reports #AMAT
[Applied Materials](https://eninvs.com/all.php?name=AMAT) (Semiconductor manufacturer ) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +4.5% YoY (vs +4.8% in previous quarter and historical rate +4.5%)
- EBITDA -4.9% YoY (vs -2.6% in previous quarter and historical rate +0.3%)
- EBITDA margin 27.9% decreased compared to 30.7% same period last year
- Net Debt decreased by $195 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$3.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 33.6x compared to historical level (75th percentile) of 21.1x
- EV/Sales multiple is 9.8x
------------------------------------------------
#reports #ALNY
[Alnylam Pharmaceuticals](https://eninvs.com/all.php?name=ALNY) (Medicines manufacturer) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +122.1% YoY (vs +410.9% in previous quarter and historical rate +69.1%)
- EBITDA margin 5.3% increased compared to -6.1% same period last year
- Net Debt decreased by $3.2 bln since the start of the year (7.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.5% of market cap
- EV/Sales multiple is 9.4x
------------------------------------------------
#reports #KIM
@ REITs
[Kimco Realty](https://eninvs.com/all.php?name=KIM) (Real estate investment trust) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +3.2% YoY (vs +5.5% in previous quarter and historical rate +7.5%)
- EBITDA +8.7% YoY (vs +45.9% in previous quarter and historical rate +50.6%)
- EBITDA margin 64.8% increased compared to 61.5% same period last year
- Net Debt decreased by $385 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) -$0.5 bln (negative), 3.4% of market cap
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 16.8x
- EV/Sales multiple is 10.2x
------------------------------------------------
#reports #GEO
@ REITs
[The GEO Group](https://eninvs.com/all.php?name=GEO) (REIT — Healthcare Facilities) reported for 2025 q4
(2026-02-12, Before Market Open):
- Revenue +16.4% YoY (vs +13.1% in previous quarter and historical rate +3.6%)
- EBITDA +18% YoY (vs -35.1% in previous quarter and historical rate -9.9%)
- EBITDA margin 16.7% increased compared to 16.4% same period last year
- Net Debt increased by $210 mln over the past reporting period (9.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 12.6% of market cap
- EV/EBITDA multiple is 10.1x compared to historical level (75th percentile) of 11.2x
- EV/Sales multiple is 1.5x
------------------------------------------------
#reports #FRT
@ REITs
[Federal Realty Investment](https://eninvs.com/all.php?name=FRT) (REIT — Retail) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +8% YoY (vs +5.9% in previous quarter and historical rate +6.0%)
- EBITDA +41.8% YoY (vs +6.2% in previous quarter and historical rate +37.7%)
- EBITDA margin 82.7% increased compared to 63.0% same period last year
- Net Debt increased by $223 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) -$0.3 bln (negative), 3.1% of market cap
- EV/EBITDA multiple is 13.3x compared to historical level (75th percentile) of 19.5x
- EV/Sales multiple is 10.1x
------------------------------------------------
#reports #CHKP
@ cybersecurity
[Check Point Software Technolog](https://eninvs.com/all.php?name=CHKP) (Software developer and cyber security solutions provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=6&id=229955)
(2026-02-12, Before Market Open):
- Revenue +5.8% YoY (vs +6.8% in previous quarter and historical rate +5.4%)
- EBITDA -7.7% YoY (vs -8.5% in previous quarter and historical rate -2.6%)
- EBITDA margin 32.3% decreased compared to 37.1% same period last year
- Net Debt increased by $426 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) -$0.3 bln (negative), 1.4% of market cap
- EV/EBITDA multiple is 26.4x compared to historical level (75th percentile) of 26.2x
- EV/Sales multiple is 8.3x
------------------------------------------------
#reports #ROKU
@ adtech
[Roku](https://eninvs.com/all.php?name=ROKU) (Consumer electronics manufacturer) reported for 2025 q4
(2026-02-12, After Market Close):
- Revenue +16.2% YoY (vs +14.0% in previous quarter and historical rate +14.8%)
- EBITDA margin 5.9% increased compared to -2.0% same period last year
- Net Debt decreased by $36 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.2% of market cap
- EV/Sales multiple is 2.9x
------------------------------------------------
#reports #WTS
[Watts Water Technologies](https://eninvs.com/all.php?name=WTS) (Industrial equipment manufacturer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +9.5% YoY (vs +310.9% in previous quarter and historical rate +24.3%)
- EBITDA +16.2% YoY (vs +378.9% in previous quarter and historical rate +35.0%)
- EBITDA margin 20.6% increased compared to 19.4% same period last year
- Net Debt decreased by $18 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.9% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 16.1x
- EV/Sales multiple is 2.4x
------------------------------------------------
#reports #WCN
[Waste Connections](https://eninvs.com/all.php?name=WCN) (Waste Management) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +5% YoY (vs +5.1% in previous quarter and historical rate +9.6%)
- EBITDA +501.6% YoY (vs -1.8% in previous quarter and historical rate +22.1%)
- EBITDA margin 31.2% increased compared to 5.4% same period last year
- Net Debt increased by $260 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.4 bln (negative), 0.9% of market cap
- EV/EBITDA multiple is 18x compared to historical level (75th percentile) of 23.2x
- EV/Sales multiple is 5.6x
------------------------------------------------
#reports #WAB
[Westinghouse](https://eninvs.com/all.php?name=WAB) (Locomotives and carriages manufacturer) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +14.8% YoY (vs +8.4% in previous quarter and historical rate +10.3%)
- EBITDA -47.8% YoY (vs +10.9% in previous quarter and historical rate +23.7%)
- EBITDA margin 14.7% decreased compared to 32.4% same period last year
- Net Debt decreased by $1 bln since the start of the year (2.4% of market cap)
- FCF (LTM) -$1.2 bln (negative), 3.0% of market cap
- EV/EBITDA multiple is 21.9x compared to historical level (75th percentile) of 18x
- EV/Sales multiple is 4.1x
------------------------------------------------
#reports #VRT
[Vertiv Co](https://eninvs.com/all.php?name=VRT) (Data center equipment supplier) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +22.8% YoY (vs +53.5% in previous quarter and historical rate +22.3%)
- EBITDA +26.5% YoY (vs +135.9% in previous quarter and historical rate +53.8%)
- EBITDA margin 23.2% increased compared to 22.5% same period last year
- Net Debt increased by $121 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.6 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 33x compared to historical level (75th percentile) of 33.2x
- EV/Sales multiple is 6.9x
------------------------------------------------
#reports #VNDA
[Vanda Pharmaceuticals](https://eninvs.com/all.php?name=VNDA) (Small molecule drugs developer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +7.5% YoY (vs +16.7% in previous quarter and historical rate -2.7%)
- EBITDA margin -70.2% decreased compared to -18.9% same period last year
- Net Debt increased by $31 mln over the past reporting period (6.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 17.2% of market cap
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #U
[Unity Software](https://eninvs.com/all.php?name=U) (Software provider) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +9.3% YoY (vs +197.7% in previous quarter and historical rate +39.1%)
- EBITDA margin 5.0% increased compared to -13.3% same period last year
- Net Debt decreased by $398 mln over the past reporting period (3.0% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.7% of market cap
- EV/Sales multiple is 4.3x
------------------------------------------------
#reports #TYL
[Tyler Technologies](https://eninvs.com/all.php?name=TYL) (Software provider) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +6.3% YoY (vs +9.8% in previous quarter and historical rate +8.0%)
- EBITDA +2.8% YoY (vs -9.5% in previous quarter and historical rate +13.1%)
- EBITDA margin 19.0% decreased compared to 19.6% same period last year
- Net Debt decreased by $148 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.3 bln (positive), 1.7% of market cap
- EV/EBITDA multiple is 37.3x compared to historical level (75th percentile) of 55.4x
- EV/Sales multiple is 7.9x
------------------------------------------------
#reports #TMUS
[T-Mobile](https://eninvs.com/all.php?name=TMUS) (Network services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194846)
(2026-02-11, Before Market Open):
- Revenue +11.3% YoY (vs +8.9% in previous quarter and historical rate +3.6%)
- EBITDA -3.1% YoY (vs -0.1% in previous quarter and historical rate +18.0%)
- EBITDA margin 30.8% decreased compared to 35.4% same period last year
- Net Debt decreased by $420 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.7 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 10.2x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 3.7x
------------------------------------------------
#reports #THC
[Tenet Healthcare Corporation](https://eninvs.com/all.php?name=THC) (Medical Care Facilities) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +3.1% YoY (vs +3.3% in previous quarter and historical rate +19.4%)
- EBITDA -41.8% YoY (vs -14.7% in previous quarter and historical rate +54.3%)
- EBITDA margin 19.1% decreased compared to 33.9% same period last year
- Net Debt decreased by $24 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 5.1x compared to historical level (75th percentile) of 4.9x
- EV/Sales multiple is 1x
------------------------------------------------
#reports #SCI
[Service Corporation International](https://eninvs.com/all.php?name=SCI) (Funeral service provider) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +1.7% YoY (vs +4.3% in previous quarter and historical rate +1.7%)
- EBITDA +3.7% YoY (vs +6.1% in previous quarter and historical rate +20.5%)
- EBITDA margin 33.1% increased compared to 32.5% same period last year
- Net Debt increased by $108 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 14.5x
- EV/Sales multiple is 4x
------------------------------------------------
#reports #QTWO
[Q2](https://eninvs.com/all.php?name=QTWO) (Online banking services provider) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194842)
(2026-02-11, After Market Close):
- Revenue +13.7% YoY (vs +15.4% in previous quarter and historical rate +12.0%)
- EBITDA +72.7% YoY (vs +190.9% in previous quarter and historical rate +161.5%)
- EBITDA margin 18.3% increased compared to 12.0% same period last year
- Net Debt decreased by $54 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.9% of market cap
- EV/EBITDA multiple is 33.5x compared to historical level (75th percentile) of 154.1x
- EV/Sales multiple is 5.2x
------------------------------------------------
#reports #QDEL
[Quidel](https://eninvs.com/all.php?name=QDEL) (Medical equipment manufacturer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +2% YoY (vs +274.6% in previous quarter and historical rate +36.9%)
- EBITDA -1303.3% YoY (vs -3825.0% in previous quarter and historical rate -39.9%)
- EBITDA margin -201.1% decreased compared to 17.0% same period last year
- Net Debt increased by $52 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) -$0 bln (negative), 2.6% of market cap
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #PRI
[Primerica](https://eninvs.com/all.php?name=PRI) (Insurance services provider) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +12.5% YoY (vs +325.5% in previous quarter and historical rate +21.4%)
- Net Income margin 23.1% increased compared to -3.0% same period last year
- P/E multiple is 6x compared to historical level (75th percentile) of 23.8x
- P/S multiple is 1.5x
- Price to book: 4.2x
------------------------------------------------
#reports #PAG
[Penske Automotive Group](https://eninvs.com/all.php?name=PAG) (Transportation services provider) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +0.6% YoY (vs +1.4% in previous quarter and historical rate +3.4%)
- EBITDA -14.7% YoY (vs -4.5% in previous quarter and historical rate -4.8%)
- EBITDA margin 4.1% decreased compared to 4.9% same period last year
- Net Debt increased by $808 mln over the past reporting period (7.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.1% of market cap
- EV/EBITDA multiple is 14.2x compared to historical level (75th percentile) of 13.6x
- EV/Sales multiple is 0.7x
------------------------------------------------
#reports #NEU
[NewMarket Corporation](https://eninvs.com/all.php?name=NEU) (Additives and oils manufacturer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue -3.1% YoY (vs -4.8% in previous quarter and historical rate -0.4%)
- EBITDA -14.5% YoY (vs -22.0% in previous quarter and historical rate +14.7%)
- EBITDA margin 21.4% decreased compared to 24.3% same period last year
- Net Debt increased by $125 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.9% of market cap
- EV/EBITDA multiple is 12.8x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 2.9x
------------------------------------------------
#reports #NBIX
[Neurocrine Biosciences](https://eninvs.com/all.php?name=NBIX) (Therapeutic developer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194839)
(2026-02-11, After Market Close):
- Revenue +321.3% YoY (vs +27.8% in previous quarter and historical rate +38.6%)
- EBITDA +152.6% YoY (vs +28.9% in previous quarter and historical rate +36.1%)
- EBITDA margin 25.8% decreased compared to 43.0% same period last year
- Net Debt increased by $1.4 bln since the start of the year (10.8% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 11.2x compared to historical level (75th percentile) of 38.5x
- EV/Sales multiple is 2.7x
------------------------------------------------
#reports #MSI
[Motorola Solutions](https://eninvs.com/all.php?name=MSI) (Telecom equipment supplier) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +16.8% YoY (vs +7.8% in previous quarter and historical rate +8.7%)
- EBITDA +26.1% YoY (vs +11.3% in previous quarter and historical rate +18.3%)
- EBITDA margin 32.3% increased compared to 29.9% same period last year
- Net Debt decreased by $446 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$4.4 bln (negative), 6.6% of market cap
- EV/EBITDA multiple is 22.1x compared to historical level (75th percentile) of 26x
- EV/Sales multiple is 6.5x
------------------------------------------------
#reports #MLM
[Martin Marietta Materials](https://eninvs.com/all.php?name=MLM) (Building materials and equipment manufacturer) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue -6% YoY (vs -2.3% in previous quarter and historical rate +2.3%)
- EBITDA -9.1% YoY (vs +3.6% in previous quarter and historical rate +21.1%)
- EBITDA margin 32.5% decreased compared to 33.6% same period last year
- Net Debt decreased by $656 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) -$0.7 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 21.5x compared to historical level (75th percentile) of 19.3x
- EV/Sales multiple is 7x
------------------------------------------------
#reports #LAD
[Lithia Motors](https://eninvs.com/all.php?name=LAD) (Vehicle seller) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue -0.3% YoY (vs +4.9% in previous quarter and historical rate +10.3%)
- EBITDA -14.4% YoY (vs -7.1% in previous quarter and historical rate +3.7%)
- EBITDA margin 4.4% decreased compared to 5.2% same period last year
- Net Debt increased by $657 mln over the past reporting period (7.0% of market cap)
- FCF (LTM) +$5.9 bln (positive), 62.8% of market cap
- EV/EBITDA multiple is 12.9x compared to historical level (75th percentile) of 14x
- EV/Sales multiple is 0.6x
------------------------------------------------
#reports #KHC
[Kraft Heinz Co](https://eninvs.com/all.php?name=KHC) (Food products provider) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue -3.4% YoY (vs -2.3% in previous quarter and historical rate -1.8%)
- EBITDA +567.5% YoY (vs +794.4% in previous quarter and historical rate +11.0%)
- EBITDA margin 21.0% increased compared to 3.0% same period last year
- Net Debt decreased by $503 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.7 bln (positive), 2.4% of market cap
- EV/Sales multiple is 1.9x
------------------------------------------------
#reports #INSP
[Inspire Medical Systems](https://eninvs.com/all.php?name=INSP) (Medical device developer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +12.1% YoY (vs +10.8% in previous quarter and historical rate +33.6%)
- EBITDA +45.2% YoY (vs -31.3% in previous quarter)
- EBITDA margin 16.7% increased compared to 12.9% same period last year
- Net Debt increased by $8 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0 bln (negative), 1.6% of market cap
- EV/EBITDA multiple is 42.2x compared to historical level (75th percentile) of 132.5x
- EV/Sales multiple is 2.5x
------------------------------------------------
#reports #IFF
[International Flavors & Fragrances](https://eninvs.com/all.php?name=IFF) (Flavor manufacturer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue -22.3% YoY (vs +2.5% in previous quarter and historical rate -3.1%)
- EBITDA -30% YoY (vs +36900.0% in previous quarter and historical rate -5.5%)
- EBITDA margin 12.9% decreased compared to 14.3% same period last year
- Net Debt decreased by $3.1 bln since the start of the year (16.5% of market cap)
- FCF (LTM) +$16.1 bln (positive), 85.2% of market cap
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 16.2x
- EV/Sales multiple is 2.2x
------------------------------------------------
#reports #FSLY
[Fastly](https://eninvs.com/all.php?name=FSLY) (Infrastructure software developer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +22.7% YoY (vs +15.3% in previous quarter and historical rate +13.1%)
- Net Debt increased by $2 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 3.5% of market cap
- EV/Sales multiple is 2x
------------------------------------------------
#reports #FAF
[First American Financial Corporation](https://eninvs.com/all.php?name=FAF) (Insurance company) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +43.9% YoY (vs +17.9% in previous quarter and historical rate -8.0%)
- Net Income +353.2% YoY (vs +114.7% in previous quarter)
- Net Income margin 10.4% increased compared to 3.3% same period last year
- P/E multiple is 23.3x compared to historical level (75th percentile) of 50.6x
- P/S multiple is 1x
- Price to book: 1.3x
------------------------------------------------
#reports #CRTO
[Criteo](https://eninvs.com/all.php?name=CRTO) (Advertising Agencies) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue -2.2% YoY (vs +2.4% in previous quarter and historical rate -1.1%)
- EBITDA -8.7% YoY (vs +193.3% in previous quarter and historical rate +50.7%)
- EBITDA margin 19.4% decreased compared to 20.8% same period last year
- Net Debt decreased by $90 mln over the past reporting period (8.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 18.0% of market cap
- EV/EBITDA multiple is 2.3x compared to historical level (75th percentile) of 10.8x
- EV/Sales multiple is 0.4x
------------------------------------------------
#reports #CHEF
[Chefs Warehouse](https://eninvs.com/all.php?name=CHEF) (Deli food supplier) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +30.8% YoY (vs +299.4% in previous quarter and historical rate +44.0%)
- EBITDA +81.3% YoY (vs +264.2% in previous quarter and historical rate +74.6%)
- EBITDA margin 5.1% increased compared to 3.7% same period last year
- Net Debt increased by $53 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.5% of market cap
- EV/EBITDA multiple is 9.5x compared to historical level (75th percentile) of 14.9x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #CGNX
[Cognex](https://eninvs.com/all.php?name=CGNX) (Machine vision developer) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +19.4% YoY (vs +364.5% in previous quarter and historical rate +12.6%)
- EBITDA +590.9% YoY (vs +1038.5% in previous quarter and historical rate +9.5%)
- EBITDA margin 60.3% increased compared to 10.4% same period last year
- Net Debt decreased by $144 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 16.4x compared to historical level (75th percentile) of 55x
- EV/Sales multiple is 3.9x
------------------------------------------------
#reports #CFLT
[Confluent, Inc.](https://eninvs.com/all.php?name=CFLT) (Software — Infrastructure) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +20.7% YoY (vs +19.6% in previous quarter and historical rate +26.1%)
- EBITDA margin -28.9% increased compared to -38.3% same period last year
- Net Debt decreased by $66 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.7% of market cap
- EV/Sales multiple is 6.5x
------------------------------------------------
#reports #APP
[AppLovin Corporation](https://eninvs.com/all.php?name=APP) (Software — Application) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +56.7% YoY (vs +394.1% in previous quarter and historical rate +38.2%)
- EBITDA +190.5% YoY (vs +502.3% in previous quarter and historical rate +106.2%)
- EBITDA margin 79.4% increased compared to 42.8% same period last year
- Net Debt decreased by $1.8 bln since the start of the year (1.0% of market cap)
- FCF (LTM) +$1.8 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 37.9x compared to historical level (75th percentile) of 44.4x
- EV/Sales multiple is 21.1x
------------------------------------------------
#reports #PAYC
@ saas
[Paycom Software](https://eninvs.com/all.php?name=PAYC) (Software provider) reported for 2025 q4
(2026-02-11, After Market Close):
- Revenue +10.1% YoY (vs +9.1% in previous quarter and historical rate +14.5%)
- EBITDA +10.1% YoY (vs +10.5% in previous quarter and historical rate +20.1%)
- EBITDA margin 38.1% has not changed compared to 38.1% same period last year
- Net Debt increased by $11 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 10.8x compared to historical level (75th percentile) of 20.6x
- EV/Sales multiple is 3.9x
------------------------------------------------
#reports #NTES
@ china
[NetEase](https://eninvs.com/all.php?name=NTES) (IT services and products provider) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue +7.5% YoY (vs +6.7% in previous quarter and historical rate +5.4%)
- EBITDA +10.8% YoY (vs +10.9% in previous quarter and historical rate +16.5%)
- EBITDA margin 32.8% increased compared to 31.9% same period last year
- Net Debt decreased by $2.4 bln since the start of the year (2.7% of market cap)
- FCF (LTM) +$5 bln (positive), 5.7% of market cap
- EV/EBITDA multiple is 12.5x compared to historical level (75th percentile) of 14.5x
- EV/Sales multiple is 4.2x
------------------------------------------------
#reports #DAO
@ china
[Youdao](https://eninvs.com/all.php?name=DAO) (Internet Content and Information) reported for 2025 q4
(2026-02-11, Before Market Open):
- Revenue -0.9% YoY (vs +7.5% in previous quarter and historical rate +24.8%)
- EBITDA +33.3% YoY (vs -100.0% in previous quarter)
- EBITDA margin 9.1% increased compared to 6.8% same period last year
- Net Debt decreased by $24 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 22.8x compared to historical level (75th percentile) of 34.6x
- EV/Sales multiple is 1.1x
------------------------------------------------
#reports #HUBS
[HubSpot](https://eninvs.com/all.php?name=HUBS) (Platform for marketing and sales) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194837)
(2026-02-11, After Market Close):
- Revenue +20.5% YoY (vs +20.9% in previous quarter and historical rate +21.9%)
- EBITDA margin 5.7% increased compared to -1.6% same period last year
- Net Debt decreased by $227 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 241.9x compared to historical level (75th percentile) of 17045x
- EV/Sales multiple is 4.6x
------------------------------------------------
#reports #AVTR
[Avantor](https://eninvs.com/all.php?name=AVTR) (Chemicals and reagents manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194831)
(2026-02-11, Before Market Open):
- Revenue -1.4% YoY (vs -5.3% in previous quarter and historical rate -4.4%)
- EBITDA -68.9% YoY (vs -339.6% in previous quarter and historical rate -19.0%)
- EBITDA margin 13.8% decreased compared to 43.8% same period last year
- Net Debt decreased by $13 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.6% of market cap
- EV/EBITDA multiple is 70.1x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 1.8x
------------------------------------------------
#reports #AM
[Antero Midstream Corporation](https://eninvs.com/all.php?name=AM) ( Midstream energy assets owner ) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194827)
(2026-02-11, After Market Close):
- Revenue 0% YoY (vs +352.7% in previous quarter and historical rate +22.9%)
- EBITDA -39.4% YoY (vs +405.8% in previous quarter and historical rate +12.7%)
- EBITDA margin 45.1% decreased compared to 74.4% same period last year
- Net Debt decreased by $75 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 7.7x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 5.8x
------------------------------------------------
#reports #BWA
@ auto-parts
[BorgWarner](https://eninvs.com/all.php?name=BWA) ( Automotive components supplier ) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194832)
(2026-02-11, Before Market Open):
- Revenue +308.9% YoY (vs +4.1% in previous quarter and historical rate +13.7%)
- EBITDA margin 0.1% increased compared to -9.2% same period last year
- Net Debt decreased by $131 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.4 bln (positive), 3.1% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (75th percentile) of 9.9x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #XYL
[Xylem](https://eninvs.com/all.php?name=XYL) (Equipment manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=XYL&q=2025 q4&id=915080)
(2026-02-10, Before Market Open):
- Revenue +119.7% YoY (vs +304.1% in previous quarter and historical rate +45.2%)
- EBITDA +182.8% YoY (vs +357.6% in previous quarter and historical rate +65.7%)
- EBITDA margin 22.4% increased compared to 17.4% same period last year
- Net Debt decreased by $272 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.6 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 7.5x compared to historical level (75th percentile) of 23.2x
- EV/Sales multiple is 1.5x
------------------------------------------------
#reports #WCC
[WESCO International](https://eninvs.com/all.php?name=WCC) (Electrical and industrial components supplier) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=WCC&q=2025 q4&id=915079)
(2026-02-10, Before Market Open):
- Revenue +10.3% YoY (vs +12.9% in previous quarter and historical rate +3.3%)
- EBITDA +2.6% YoY (vs +8.6% in previous quarter and historical rate -2.3%)
- EBITDA margin 5.9% decreased compared to 6.3% same period last year
- Net Debt decreased by $759 mln over the past reporting period (5.1% of market cap)
- FCF (LTM) -$1.5 bln (negative), 10.1% of market cap
- EV/EBITDA multiple is 14.1x compared to historical level (75th percentile) of 10.6x
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #VREX
[Varex Imaging](https://eninvs.com/all.php?name=VREX) (Components for X-ray detectors manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194825)
(2026-02-10, After Market Close):
- Revenue +5% YoY (vs +11.2% in previous quarter and historical rate -0.2%)
- EBITDA +19% YoY (vs +40.9% in previous quarter and historical rate -13.9%)
- EBITDA margin 11.9% increased compared to 10.5% same period last year
- Net Debt increased by $204 mln over the past reporting period (35.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 23.8% of market cap
- EV/EBITDA multiple is 94.7x compared to historical level (75th percentile) of 11.7x
- EV/Sales multiple is 1.2x
------------------------------------------------
#reports #SPGI
[S&P Global](https://eninvs.com/all.php?name=SPGI) (Statistical and analytical information provider) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=SPGI&q=2025 q4&id=915074)
(2026-02-10, Before Market Open):
- Revenue +12.2% YoY (vs +14.0% in previous quarter and historical rate +19.8%)
- Net Income +14.6% YoY (vs +50.2% in previous quarter and historical rate +6.8%)
- Net Income margin 31.3% increased compared to 30.6% same period last year
- P/E multiple is 29.8x compared to historical level (75th percentile) of 34.8x
- P/S multiple is 8.8x
- Price to book: 3.9x
------------------------------------------------
#reports #PEGA
[Pegasystems](https://eninvs.com/all.php?name=PEGA) (Software provider) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +2.6% YoY (vs +17.2% in previous quarter and historical rate +11.0%)
- EBITDA -47% YoY (vs +866.7% in previous quarter and historical rate +93.5%)
- EBITDA margin 8.7% decreased compared to 16.9% same period last year
- Net Debt decreased by $76 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 33.7x compared to historical level (75th percentile) of 37.8x
- EV/Sales multiple is 4.7x
------------------------------------------------
#reports #NSP
[Insperity](https://eninvs.com/all.php?name=NSP) (Human resources and business solutions provider) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +3.4% YoY (vs +4.0% in previous quarter and historical rate +4.7%)
- EBITDA margin -2.0% decreased compared to -0.2% same period last year
- Net Debt decreased by $160 mln over the past reporting period (9.2% of market cap)
- FCF (LTM) -$0.5 bln (negative), 30.7% of market cap
- EV/EBITDA multiple is 36x compared to historical level (75th percentile) of 16.7x
- EV/Sales multiple is 0.2x
------------------------------------------------
#reports #NMIH
[NMI](https://eninvs.com/all.php?name=NMIH) (Insurance services provider) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +16% YoY (vs +10.6% in previous quarter and historical rate +10.7%)
- Net Income +5.6% YoY (vs +3.6% in previous quarter and historical rate +11.5%)
- Net Income margin 51.9% decreased compared to 57.1% same period last year
- P/E multiple is 8.1x compared to historical level (75th percentile) of 8.6x
- P/S multiple is 4.4x
- Price to book: 1.2x
------------------------------------------------
#reports #MAT
[Mattel](https://eninvs.com/all.php?name=MAT) (Toy products manufacturer) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +7.4% YoY (vs -5.9% in previous quarter and historical rate -1.2%)
- EBITDA -10.7% YoY (vs -20.2% in previous quarter and historical rate -3.7%)
- EBITDA margin 10.4% decreased compared to 12.5% same period last year
- Net Debt decreased by $543 mln over the past reporting period (7.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 11.8x compared to historical level (75th percentile) of 13.1x
- EV/Sales multiple is 1.6x
------------------------------------------------
#reports #MAS
[Masco](https://eninvs.com/all.php?name=MAS) (Building products manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=194821)
(2026-02-10, Before Market Open):
- Revenue +55.5% YoY (vs -3.3% in previous quarter and historical rate -4.1%)
- EBITDA +46.2% YoY (vs -13.9% in previous quarter and historical rate -1.2%)
- EBITDA margin 16.8% decreased compared to 17.9% same period last year
- Net Debt increased by $168 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.5% of market cap
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 15.6x
- EV/Sales multiple is 2.5x
------------------------------------------------
#reports #LYFT
[Lyft](https://eninvs.com/all.php?name=LYFT) (Transport services provider) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +262.6% YoY (vs +372.3% in previous quarter and historical rate +50.3%)
- EBITDA margin -3.8% decreased compared to -2.4% same period last year
- Net Debt decreased by $1.1 bln since the start of the year (14.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 4.2% of market cap
- EV/EBITDA multiple is 86.4x compared to historical level (75th percentile) of 33.8x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #LSCC
[Lattice Semiconductor](https://eninvs.com/all.php?name=LSCC) (Semiconductor devices manufacturer) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +3.5% YoY (vs +197.7% in previous quarter and historical rate +20.0%)
- EBITDA -65.5% YoY (vs +94.5% in previous quarter and historical rate +10.6%)
- EBITDA margin 6.8% decreased compared to 20.6% same period last year
- Net Debt increased by $23 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 63.6x compared to historical level (75th percentile) of 50.9x
- EV/Sales multiple is 12.5x
------------------------------------------------
#reports #INMD
[Inmode](https://eninvs.com/all.php?name=INMD) (Medical device manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=INMD&q=2025 q4&id=915064)
(2026-02-10, Before Market Open):
- Revenue +30% YoY (vs +211.0% in previous quarter and historical rate +24.5%)
- EBITDA +172.2% YoY (vs +121.6% in previous quarter and historical rate +18.3%)
- EBITDA margin 47.1% increased compared to 22.5% same period last year
- Net Debt decreased by $233 mln over the past reporting period (23.8% of market cap)
- FCF (LTM) +$0.5 bln (positive), 49.5% of market cap
- EV/EBITDA multiple is 2.6x compared to historical level (75th percentile) of 10.2x
- EV/Sales multiple is 0.8x
------------------------------------------------
#reports #INCY
[Incyte](https://eninvs.com/all.php?name=INCY) (Small molecule drugs developer) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=INCY&q=2025 q4&id=915063)
(2026-02-10, Before Market Open):
- Revenue +27.8% YoY (vs +20.0% in previous quarter and historical rate +14.9%)
- EBITDA +10.7% YoY (vs +190.4% in previous quarter and historical rate +44.9%)
- EBITDA margin 23.4% decreased compared to 27.1% same period last year
- Net Debt decreased by $652 mln over the past reporting period (3.2% of market cap)
- FCF (LTM) +$0.8 bln (positive), 3.8% of market cap
- EV/EBITDA multiple is 10.3x compared to historical level (75th percentile) of 54.7x
- EV/Sales multiple is 3.2x
------------------------------------------------
#reports #HAS
[Hasbro](https://eninvs.com/all.php?name=HAS) (Entertainment products manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=HAS&q=2025 q4&id=915060)
(2026-02-10, Before Market Open):
- Revenue +31.2% YoY (vs +8.4% in previous quarter and historical rate -6.1%)
- EBITDA +267.1% YoY (vs +12.6% in previous quarter and historical rate +27.2%)
- EBITDA margin 21.6% increased compared to 7.7% same period last year
- Net Debt decreased by $315 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$0 bln (negative), 0.1% of market cap
- EV/EBITDA multiple is 316.6x compared to historical level (75th percentile) of 16.5x
- EV/Sales multiple is 3.2x
------------------------------------------------
#reports #GILT
[Gilat Satellite Networks](https://eninvs.com/all.php?name=GILT) (Communication Equipment) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=GILT&q=2025 q4&id=915057)
(2026-02-10, Before Market Open):
- Revenue +80.3% YoY (vs +301.3% in previous quarter and historical rate +34.6%)
- EBITDA +185.7% YoY (vs +437.5% in previous quarter and historical rate +81.5%)
- EBITDA margin 14.6% increased compared to 9.2% same period last year
- Net Debt decreased by $64 mln over the past reporting period (5.3% of market cap)
- FCF (LTM) +$0 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 12.6x compared to historical level (75th percentile) of 8.6x
- EV/Sales multiple is 1.7x
------------------------------------------------
#reports #FRSH
[Freshworks Inc.](https://eninvs.com/all.php?name=FRSH) (Software — Application) reported for 2025 q4
(2026-02-10, After Market Close):
- Revenue +14.4% YoY (vs +15.0% in previous quarter and historical rate +19.0%)
- EBITDA margin 24.7% increased compared to -5.1% same period last year
- Net Debt increased by $34 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0 bln (negative), 0.6% of market cap
- EV/Sales multiple is 3.2x
------------------------------------------------
#reports #ENTG
[Entegris](https://eninvs.com/all.php?name=ENTG) (Components/equipment for the semiconductor industry manufacturer) reported for [2025 q4](https://eninvs.com/press_release.php?ticker=ENTG&q=2025 q4&id=915056)
(2026-02-10, Before Market Open):
- Revenue -3.1% YoY (vs -0.1% in previous quarter and historical rate +0.9%)
- EBITDA -16% YoY (vs -4.8% in previous quarter and historical rate +12.1%)
- EBITDA margin 24.9% decreased compared to 28.7% same period last year
- Net Debt decreased by $108 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.3 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 24.2x compared to historical level (75th percentile) of 24.1x
- EV/Sales multiple is 6.4x
Invest in the next industry-leading mega-growers like Amazon, Facebook, or Zoom
We are screening 2000+ US-listed companies for you, selecting stocks on trajectories for rapid growth
PeriodStrategyS&P500
Day -1.3%-0.4%
Week +2.3%-1.6%
Year to date -7.8%+42.7%
Since inception (2020-07-13) -63.5%+116.0%
Maximum drawdown 93.7%
Date of drawdown 2024-08-28
Sharpe ratio -0.07
Volatility (year) 59%
Portfolio (USD) and S&P500 dynamics (%)
| Company | Share | Price -w | Price | Change($) |
|---|---|---|---|---|
| 82.6% | +4.3% | |||
| 14.2% | -5.9% | |||
| 1.6% | -12.8% | |||
| 0.9% | +1.7% | |||
| 0.7% | 0.0% | |||
| Portfolio | +2.3% |










Cedar Fair
Coastal Financi..
Apollo Global M..
Hercules Capital
Freedom
eXp World
Kiniksa Pharmac..
Daqo New Energy
Advanced Emissi..
Digital Turbine