#reports #ZYXI
[Zynex](https://eninvs.com/all.php?name=ZYXI) (Medical equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189543)
(2025-07-31, After Market Close):
- Revenue -56% YoY (vs -42.6% in previous quarter and historical rate +3.1%)
- EBITDA -400% YoY (vs -700.0% in previous quarter and historical rate -52.0%)
- EBITDA margin -40.9% decreased compared to 6.0% same period last year
- Net Debt increased by $6 mln over the past reporting period (8.5% of market cap)
- FCF (LTM) -$0 bln (negative), 21.3% of market cap
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #ZEUS
[Olympic Steel](https://eninvs.com/all.php?name=ZEUS) (Steel) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue -5.7% YoY (vs -6.5% in previous quarter and historical rate -11.3%)
- EBITDA -14.3% YoY (vs -36.4% in previous quarter and historical rate -26.4%)
- EBITDA margin 3.6% decreased compared to 4.0% same period last year
- Net Debt decreased by $5 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0 bln (negative), 8.2% of market cap
- EV/EBITDA multiple is 10.4x compared to historical level (75th percentile) of 9.5x
- EV/Sales multiple is 0.3x
------------------------------------------------
#reports #WSC
[WillScot](https://eninvs.com/all.php?name=WSC) (Warehouse service provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189539)
(2025-07-31, After Market Close):
- Revenue -2.6% YoY (vs -4.6% in previous quarter and historical rate +4.2%)
- EBITDA +207.1% YoY (vs -5.9% in previous quarter and historical rate +8.7%)
- EBITDA margin 36.5% increased compared to 11.6% same period last year
- Net Debt increased by $77 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.2 bln (negative), 4.0% of market cap
- EV/EBITDA multiple is 13.4x compared to historical level (75th percentile) of 15.2x
- EV/Sales multiple is 4x
------------------------------------------------
#reports #WK
[Workiva](https://eninvs.com/all.php?name=WK) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189538)
(2025-07-31, After Market Close):
- Revenue +20.8% YoY (vs +17.0% in previous quarter and historical rate +17.6%)
- EBITDA margin -9.3% increased compared to -11.8% same period last year
- Net Debt decreased by $47 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.9% of market cap
- EV/Sales multiple is 4.4x
------------------------------------------------
#reports #WEAV
[Weave Communications, Inc.](https://eninvs.com/all.php?name=WEAV) (Software — Application) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +13.7% YoY (vs +19.1% in previous quarter and historical rate +19.2%)
- EBITDA margin -12.1% decreased compared to -11.8% same period last year
- Net Debt increased by $20 mln over the past reporting period (3.7% of market cap)
- FCF (LTM) -$0 bln (negative), 3.3% of market cap
- EV/Sales multiple is 2.3x
------------------------------------------------
#reports #WCC
[WESCO International](https://eninvs.com/all.php?name=WCC) (Electrical and industrial components supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189537)
(2025-07-31, Before Market Open):
- Revenue +7.7% YoY (vs -0.1% in previous quarter and historical rate +3.8%)
- EBITDA +0.3% YoY (vs -6.2% in previous quarter and historical rate +5.8%)
- EBITDA margin 6.3% decreased compared to 6.8% same period last year
- Net Debt increased by $586 mln over the past reporting period (5.4% of market cap)
- FCF (LTM) -$0.6 bln (negative), 5.2% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 9.3x
- EV/Sales multiple is 0.7x
At the opening of the session the share price went down -6.0% vs S&P500 +1.0%
------------------------------------------------
#reports #VNDA
[Vanda Pharmaceuticals](https://eninvs.com/all.php?name=VNDA) (Small molecule drugs developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189536)
(2025-07-31, Before Market Open):
- Revenue +6% YoY (vs +6.4% in previous quarter and historical rate -5.8%)
- EBITDA margin -71.7% decreased compared to -18.0% same period last year
- Net Debt increased by $15 mln over the past reporting period (6.0% of market cap)
- FCF (LTM) -$0 bln (negative), 19.3% of market cap
- EV/EBITDA multiple is 0.7x compared to historical level (75th percentile) of 7.6x
- EV/Sales multiple is -0.3x
At the opening of the session the share price went down -5.1% vs S&P500 +1.0%
------------------------------------------------
#reports #VMC
[Vulcan Materials](https://eninvs.com/all.php?name=VMC) (Building aggregates manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189535)
(2025-07-31, Before Market Open):
- Revenue +4.4% YoY (vs +5.8% in previous quarter and historical rate +5.3%)
- EBITDA +5.1% YoY (vs +33.2% in previous quarter and historical rate +14.4%)
- EBITDA margin 31.2% increased compared to 31.0% same period last year
- Net Debt decreased by $487 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$1.7 bln (negative), 4.7% of market cap
- EV/EBITDA multiple is 18.5x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 5.2x
At the opening of the session the share price went down -2.5% vs S&P500 +1.0%
------------------------------------------------
#reports #VCEL
[Vericel](https://eninvs.com/all.php?name=VCEL) (Medical services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189534)
(2025-07-31, Before Market Open):
- Revenue +18.9% YoY (vs +3.9% in previous quarter and historical rate +17.0%)
- EBITDA margin 1.6% increased compared to -9.4% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 241.4x compared to historical level (75th percentile) of 766x
- EV/Sales multiple is 6.8x
At the opening of the session the share price went down -9.1% vs S&P500 +1.0%
------------------------------------------------
#reports #UPLD
[Upland Software](https://eninvs.com/all.php?name=UPLD) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189533)
(2025-07-31, Before Market Open):
- Revenue -23.2% YoY (vs -9.9% in previous quarter and historical rate -6.6%)
- EBITDA -72.7% YoY (vs +1000.0% in previous quarter)
- EBITDA margin 5.7% decreased compared to 15.9% same period last year
- Net Debt decreased by $21 mln over the past reporting period (36.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 553.1% of market cap
- EV/EBITDA multiple is 19.6x compared to historical level (75th percentile) of 1595x
- EV/Sales multiple is 3.3x
At the opening of the session the share price went up +1.4% vs S&P500 +1.0%
------------------------------------------------
#reports #TFX
[Teleflex](https://eninvs.com/all.php?name=TFX) (Medical equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189532)
(2025-07-31, Before Market Open):
- Revenue +4.1% YoY (vs -5.0% in previous quarter and historical rate +2.8%)
- EBITDA +28.1% YoY (vs +1218.2% in previous quarter and historical rate -17.8%)
- EBITDA margin 22.2% increased compared to 18.0% same period last year
- Net Debt increased by $9 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 25.4x
- EV/Sales multiple is 2.4x
At the opening of the session the share price went up +8.1% vs S&P500 +1.0%
------------------------------------------------
#reports #SYK
[Stryker](https://eninvs.com/all.php?name=SYK) (Supplier of surgical and medical products) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +11.1% YoY (vs +11.9% in previous quarter and historical rate +10.5%)
- EBITDA +5.9% YoY (vs -13.9% in previous quarter and historical rate +4.1%)
- EBITDA margin 18.5% decreased compared to 19.4% same period last year
- EV/EBITDA multiple is 41.1x compared to historical level (75th percentile) of 34.1x
- EV/Sales multiple is 6.2x
------------------------------------------------
#reports #SNCY
[Sun Country Airlines Holdings, Inc.](https://eninvs.com/all.php?name=SNCY) (Airlines) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +3.9% YoY (vs +5.1% in previous quarter and historical rate +28.4%)
- EBITDA +13.9% YoY (vs +2.5% in previous quarter and historical rate +51.1%)
- EBITDA margin 15.5% increased compared to 14.2% same period last year
- EV/EBITDA multiple is 2x compared to historical level (75th percentile) of 9.7x
- EV/Sales multiple is 0.4x
------------------------------------------------
#reports #SIRI
[Sirius](https://eninvs.com/all.php?name=SIRI) (Broadcasting) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189529)
(2025-07-31, Before Market Open):
- Revenue -1.8% YoY (vs -4.3% in previous quarter and historical rate +14.4%)
- EBITDA -23.5% YoY (vs -7.9% in previous quarter and historical rate -15.2%)
- EBITDA margin 23.0% decreased compared to 29.5% same period last year
- Net Debt decreased by $136 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.9 bln (negative), 1.1% of market cap
- EV/Sales multiple is 7.1x
At the opening of the session the share price went down -1.9% vs S&P500 +1.0%
------------------------------------------------
#reports #RMNI
[Rimini Street](https://eninvs.com/all.php?name=RMNI) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189524)
(2025-07-31, After Market Close):
- Revenue +1% YoY (vs -2.8% in previous quarter and historical rate +18.4%)
- EBITDA margin 39.4% increased compared to -1.0% same period last year
- Net Debt increased by $29 mln over the past reporting period (6.6% of market cap)
- FCF (LTM) -$0 bln (negative), 5.3% of market cap
- EV/EBITDA multiple is 20x compared to historical level (75th percentile) of 5.1x
- EV/Sales multiple is 0.7x
------------------------------------------------
#reports #RMD
[ResMed](https://eninvs.com/all.php?name=RMD) (Medical device manufacturer) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +10.2% YoY (vs +7.9% in previous quarter and historical rate +13.1%)
- EBITDA +21.9% YoY (vs +12.4% in previous quarter and historical rate +18.3%)
- EBITDA margin 38.4% increased compared to 34.8% same period last year
- Net Debt decreased by $265 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$1 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 21x compared to historical level (75th percentile) of 26.3x
- EV/Sales multiple is 7.7x
At the opening of the session the share price went down -0.6% vs S&P500 +1.0%
------------------------------------------------
#reports #PRLB
[Proto Labs](https://eninvs.com/all.php?name=PRLB) (Custom parts manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189520)
(2025-07-31, Before Market Open):
- Revenue +7.1% YoY (vs -1.6% in previous quarter and historical rate +0.7%)
- EBITDA -6.7% YoY (vs -18.8% in previous quarter and historical rate +5.3%)
- EBITDA margin 10.4% decreased compared to 11.9% same period last year
- Net Debt decreased by $6 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 16x
- EV/Sales multiple is 1.8x
At the opening of the session the share price went up +12.0% vs S&P500 +1.0%
------------------------------------------------
#reports #PRDO
[Perdoceo Education](https://eninvs.com/all.php?name=PRDO) (Education and Training Services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189519)
(2025-07-31, After Market Close):
- Revenue +25.7% YoY (vs +26.8% in previous quarter and historical rate +4.8%)
- EBITDA +6.3% YoY (vs +30.6% in previous quarter and historical rate +13.3%)
- EBITDA margin 24.3% decreased compared to 28.7% same period last year
- Net Debt decreased by $47 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.9% of market cap
- EV/EBITDA multiple is 6x compared to historical level (75th percentile) of 5.7x
- EV/Sales multiple is 1.6x
------------------------------------------------
#reports #PCOR
[Procore Technologies, Inc.](https://eninvs.com/all.php?name=PCOR) (Software — Application) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +14.1% YoY (vs +15.6% in previous quarter and historical rate +26.9%)
- EBITDA -150% YoY (vs -1000.0% in previous quarter and historical rate +4.2%)
- EBITDA margin -0.9% decreased compared to 2.1% same period last year
- Net Debt decreased by $54 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0 bln (negative), 0.0% of market cap
- EV/Sales multiple is 7.6x
------------------------------------------------
#reports #PATK
[Patrick Industries](https://eninvs.com/all.php?name=PATK) (Building products manufacturer) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +3% YoY (vs +7.5% in previous quarter and historical rate -7.0%)
- EBITDA +2.4% YoY (vs +8.0% in previous quarter and historical rate -10.3%)
- EBITDA margin 12.3% has not changed compared to 12.4% same period last year
- Net Debt decreased by $100 mln over the past reporting period (3.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.4% of market cap
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 10x
- EV/Sales multiple is 1.2x
At the opening of the session the share price went down -3.0% vs S&P500 +1.0%
------------------------------------------------
#reports #OPK
[OPKO Health](https://eninvs.com/all.php?name=OPK) (Diagnostics and Research) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189514)
(2025-07-31, After Market Close):
- Revenue -13.7% YoY (vs -13.8% in previous quarter and historical rate -19.9%)
- EBITDA margin -21.0% decreased compared to -19.2% same period last year
- Net Debt increased by $67 mln over the past reporting period (7.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 25.4% of market cap
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #OMCL
[Omnicell](https://eninvs.com/all.php?name=OMCL) (Medicine services provider) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +5.1% YoY (vs +9.8% in previous quarter and historical rate -2.3%)
- EBITDA +16.7% YoY (vs +700.0% in previous quarter)
- EBITDA margin 9.6% increased compared to 8.7% same period last year
- Net Debt decreased by $13 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.2% of market cap
- EV/EBITDA multiple is 12.2x compared to historical level (75th percentile) of 44.4x
- EV/Sales multiple is 1.2x
At the opening of the session the share price went up +13.6% vs S&P500 +1.0%
------------------------------------------------
#reports #OLED
[Universal Display](https://eninvs.com/all.php?name=OLED) (OLED research company) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189513)
(2025-07-31, After Market Close):
- Revenue +8.2% YoY (vs +0.6% in previous quarter and historical rate +5.3%)
- EBITDA +21.5% YoY (vs +9.7% in previous quarter and historical rate +9.3%)
- EBITDA margin 45.9% increased compared to 40.9% same period last year
- Net Debt increased by $46 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 21.4x compared to historical level (75th percentile) of 27.8x
- EV/Sales multiple is 9.6x
------------------------------------------------
#reports #NVST
[Envista Corporation](https://eninvs.com/all.php?name=NVST) (Medicines equipment manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +7.7% YoY (vs -1.1% in previous quarter and historical rate +0.3%)
- EBITDA margin 11.1% increased compared to -176.8% same period last year
- Net Debt increased by $3 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.0% of market cap
- EV/EBITDA multiple is 13.4x compared to historical level (75th percentile) of 19.6x
- EV/Sales multiple is 1.4x
------------------------------------------------
#reports #NCLH
[Norwegian Cruise Line](https://eninvs.com/all.php?name=NCLH) (Travel Services) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +6.1% YoY (vs -2.9% in previous quarter and historical rate +68.4%)
- EBITDA +17.8% YoY (vs -2.6% in previous quarter and historical rate +99.8%)
- EBITDA margin 27.3% increased compared to 24.6% same period last year
- Net Debt decreased by $230 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$1 bln (negative), 8.6% of market cap
- EV/EBITDA multiple is 9.8x compared to historical level (75th percentile) of 13.8x
- EV/Sales multiple is 2.6x
At the opening of the session the share price went up +11.6% vs S&P500 +1.0%
------------------------------------------------
#reports #MSEX
[Middlesex Water](https://eninvs.com/all.php?name=MSEX) (Water supply company) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189507)
(2025-07-31, After Market Close):
- Revenue 0% YoY (vs +7.3% in previous quarter and historical rate +9.4%)
- EBITDA -4.5% YoY (vs +18.8% in previous quarter and historical rate +8.0%)
- EBITDA margin 42.9% decreased compared to 44.9% same period last year
- Net Debt increased by $1 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0 bln (positive), 1.3% of market cap
- EV/EBITDA multiple is 15.7x compared to historical level (75th percentile) of 21.6x
- EV/Sales multiple is 6.7x
------------------------------------------------
#reports #MPWR
[Monolithic Power Systems](https://eninvs.com/all.php?name=MPWR) (Power management solutions manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +31.2% YoY (vs +39.3% in previous quarter and historical rate +21.1%)
- EBITDA +38.7% YoY (vs +68.2% in previous quarter and historical rate +23.3%)
- EBITDA margin 25.9% increased compared to 24.5% same period last year
- Net Debt decreased by $119 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.3 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 47.2x compared to historical level (75th percentile) of 60.5x
- EV/Sales multiple is 12.9x
------------------------------------------------
#reports #MGPI
[MGP Ingredients](https://eninvs.com/all.php?name=MGPI) (Liquor manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189506)
(2025-07-31, Before Market Open):
- Revenue -24.1% YoY (vs -28.7% in previous quarter and historical rate -5.0%)
- EBITDA -50% YoY (vs -85.3% in previous quarter and historical rate -25.3%)
- EBITDA margin 15.9% decreased compared to 24.1% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 13.7x
- EV/Sales multiple is 1.5x
At the opening of the session the share price went up +2.4% vs S&P500 +1.0%
------------------------------------------------
#reports #MATX
[Matson](https://eninvs.com/all.php?name=MATX) (Logistic services provider) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue -1.9% YoY (vs +8.3% in previous quarter and historical rate -7.6%)
- EBITDA -5.5% YoY (vs +66.2% in previous quarter and historical rate -1.9%)
- EBITDA margin 18.5% decreased compared to 19.2% same period last year
- Net Debt increased by $53 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 9.9x
- EV/Sales multiple is 1.3x
------------------------------------------------
#reports #MAS
[Masco](https://eninvs.com/all.php?name=MAS) (Building products manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189504)
(2025-07-31, Before Market Open):
- Revenue -1.9% YoY (vs -61.0% in previous quarter and historical rate -8.9%)
- EBITDA +3.8% YoY (vs -81.6% in previous quarter and historical rate -5.7%)
- EBITDA margin 20.1% increased compared to 19.0% same period last year
- Net Debt decreased by $343 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) -$0.4 bln (negative), 2.4% of market cap
- EV/EBITDA multiple is 16x compared to historical level (75th percentile) of 14.9x
- EV/Sales multiple is 2.9x
At the opening of the session the share price went up +9.0% vs S&P500 +1.0%
------------------------------------------------
#reports #LSPD
[Lightspeed POS](https://eninvs.com/all.php?name=LSPD) (Software provider) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +14.7% YoY (vs +10.0% in previous quarter and historical rate +22.8%)
- EBITDA margin -13.1% increased compared to -15.8% same period last year
- Net Debt increased by $110 mln over the past reporting period (5.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 6.6% of market cap
- EV/Sales multiple is 1.3x
At the opening of the session the share price went up +3.8% vs S&P500 +1.0%
------------------------------------------------
#reports #LOCO
[El Pollo Loco](https://eninvs.com/all.php?name=LOCO) (Restaurants) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +3.3% YoY (vs +2.6% in previous quarter and historical rate +1.5%)
- EBITDA -6.3% YoY (vs -7.1% in previous quarter and historical rate +5.8%)
- EBITDA margin 11.9% decreased compared to 13.1% same period last year
- Net Debt decreased by $5 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 5.3x compared to historical level (75th percentile) of 6.4x
- EV/Sales multiple is 0.6x
------------------------------------------------
#reports #LAUR
[Laureate Education](https://eninvs.com/all.php?name=LAUR) (Education and Training Services) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +133.9% YoY (vs -14.2% in previous quarter and historical rate +15.8%)
- EBITDA +28.7% YoY (vs -89.7% in previous quarter and historical rate +21.9%)
- EBITDA margin 40.3% decreased compared to 73.2% same period last year
- Net Debt decreased by $10 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.1% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 8.2x
- EV/Sales multiple is 2.7x
At the opening of the session the share price went down -1.2% vs S&P500 +1.0%
------------------------------------------------
#reports #KWR
[Quaker Chemical Corporation](https://eninvs.com/all.php?name=KWR) (Chemicals manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189499)
(2025-07-31, After Market Close):
- Revenue +4.1% YoY (vs -5.7% in previous quarter and historical rate -0.4%)
- EBITDA -136.3% YoY (vs -36.8% in previous quarter and historical rate -8.5%)
- EBITDA margin -6.0% decreased compared to 17.2% same period last year
- Net Debt increased by $189 mln over the past reporting period (9.4% of market cap)
- FCF (LTM) -$0 bln (negative), 0.1% of market cap
- EV/EBITDA multiple is 19.6x compared to historical level (75th percentile) of 21.5x
- EV/Sales multiple is 1.5x
------------------------------------------------
#reports #KBR
[KBR](https://eninvs.com/all.php?name=KBR) (Engineering and construction and service company) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +5.2% YoY (vs +13.0% in previous quarter and historical rate +3.4%)
- EBITDA +25% YoY (vs +16.8% in previous quarter and historical rate +39.1%)
- EBITDA margin 13.8% increased compared to 11.6% same period last year
- Net Debt decreased by $104 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) -$0.8 bln (negative), 12.4% of market cap
- EV/EBITDA multiple is 9.5x compared to historical level (75th percentile) of 18.3x
- EV/Sales multiple is 1.1x
At the opening of the session the share price went up +0.2% vs S&P500 +1.0%
------------------------------------------------
#reports #ITRI
[Itron](https://eninvs.com/all.php?name=ITRI) (Service provider for housing and communal services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189494)
(2025-07-31, Before Market Open):
- Revenue +201.6% YoY (vs +0.7% in previous quarter and historical rate +26.6%)
- EBITDA +48.8% YoY (vs +2.6% in previous quarter and historical rate +78.6%)
- EBITDA margin 7.0% decreased compared to 14.1% same period last year
- Net Debt decreased by $95 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 3.6% of market cap
- EV/EBITDA multiple is 15.7x compared to historical level (75th percentile) of 25.5x
- EV/Sales multiple is 1.6x
At the opening of the session the share price went down -5.6% vs S&P500 +1.0%
------------------------------------------------
#reports #IR
[Ingersoll Rand](https://eninvs.com/all.php?name=IR) (Vacuum system manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +4.6% YoY (vs +2.8% in previous quarter and historical rate +10.2%)
- EBITDA -64.8% YoY (vs +3.8% in previous quarter and historical rate +4.7%)
- EBITDA margin 5.6% decreased compared to 16.5% same period last year
- Net Debt increased by $315 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.5 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 30.8x compared to historical level (75th percentile) of 30.1x
- EV/Sales multiple is 5.1x
------------------------------------------------
#reports #IP
[International Paper](https://eninvs.com/all.php?name=IP) (Paper product manufacturer) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +42.9% YoY (vs +27.8% in previous quarter and historical rate +1.5%)
- EBITDA +57.4% YoY (vs +73.3% in previous quarter and historical rate -7.6%)
- EBITDA margin 10.9% increased compared to 9.9% same period last year
- Net Debt increased by $117 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$2.7 bln (negative), 16.1% of market cap
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 12.1x
- EV/Sales multiple is 1x
At the opening of the session the share price went down -4.8% vs S&P500 +1.0%
------------------------------------------------
#reports #ICFI
[ICF International](https://eninvs.com/all.php?name=ICFI) (Coach) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue -7% YoY (vs -1.2% in previous quarter and historical rate +7.3%)
- EBITDA -1.8% YoY (vs -3.6% in previous quarter and historical rate +10.2%)
- EBITDA margin 11.6% increased compared to 10.9% same period last year
- Net Debt decreased by $44 mln over the past reporting period (2.8% of market cap)
- FCF (LTM) -$0 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 10.1x compared to historical level (75th percentile) of 18x
- EV/Sales multiple is 1.1x
------------------------------------------------
#reports #HWM
[Howmet Aerospace](https://eninvs.com/all.php?name=HWM) (Engineered metal products provider) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +9.2% YoY (vs +6.5% in previous quarter and historical rate +13.5%)
- EBITDA +26.3% YoY (vs +29.1% in previous quarter and historical rate +24.9%)
- EBITDA margin 28.7% increased compared to 24.8% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 35.2x compared to historical level (75th percentile) of 27.4x
- EV/Sales multiple is 9.8x
At the opening of the session the share price went down -2.3% vs S&P500 +1.0%
------------------------------------------------
#reports #HURN
[Huron Consulting](https://eninvs.com/all.php?name=HURN) (Financial and operations advisor) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +8.1% YoY (vs +11.3% in previous quarter and historical rate +31.4%)
- EBITDA +9.8% YoY (vs +28.6% in previous quarter and historical rate +51.6%)
- EBITDA margin 16.3% increased compared to 16.0% same period last year
- Net Debt increased by $41 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.1 bln (positive), 3.0% of market cap
- EV/EBITDA multiple is 9.2x compared to historical level (75th percentile) of 15.5x
- EV/Sales multiple is 1.3x
------------------------------------------------
#reports #HUBG
[Hub](https://eninvs.com/all.php?name=HUBG) (Service transportation provider) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue -8.1% YoY (vs -8.4% in previous quarter and historical rate -8.0%)
- EBITDA -13% YoY (vs -6.7% in previous quarter and historical rate -11.5%)
- EBITDA margin 7.4% decreased compared to 7.8% same period last year
- EV/EBITDA multiple is 10x compared to historical level (75th percentile) of 10.2x
- EV/Sales multiple is 0.7x
------------------------------------------------
#reports #HII
[Huntington Ingalls Industries](https://eninvs.com/all.php?name=HII) (Nuclear ships manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189484)
(2025-07-31, Before Market Open):
- Revenue +3.5% YoY (vs -2.5% in previous quarter and historical rate +4.3%)
- EBITDA -6.1% YoY (vs -0.4% in previous quarter and historical rate +1.7%)
- EBITDA margin 8.0% decreased compared to 8.8% same period last year
- Net Debt decreased by $673 mln over the past reporting period (6.0% of market cap)
- FCF (LTM) -$0.4 bln (negative), 3.3% of market cap
- EV/EBITDA multiple is 16.3x compared to historical level (75th percentile) of 13.4x
- EV/Sales multiple is 1.2x
At the opening of the session the share price went up +7.8% vs S&P500 +1.0%
------------------------------------------------
#reports #GSIT
[GSI Technology](https://eninvs.com/all.php?name=GSIT) (Semiconductors) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +20% YoY (vs +20.0% in previous quarter and historical rate -11.1%)
- EBITDA margin -133.3% decreased compared to -100.0% same period last year
- Net Debt decreased by $10 mln over the past reporting period (9.0% of market cap)
- FCF (LTM) -$0 bln (negative), 6.3% of market cap
- EV/Sales multiple is 3.6x
------------------------------------------------
#reports #FORR
[Forrester Research](https://eninvs.com/all.php?name=FORR) (Market data explorer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue -8.2% YoY (vs -10.0% in previous quarter and historical rate -7.5%)
- EBITDA -30.8% YoY (vs -8700.0% in previous quarter)
- EBITDA margin 8.0% decreased compared to 10.7% same period last year
- Net Debt decreased by $1 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0 bln (positive), 13.0% of market cap
- EV/Sales multiple is 0.2x
------------------------------------------------
#reports #FOLD
[Amicus Therapeutics](https://eninvs.com/all.php?name=FOLD) (Small molecule drugs developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189479)
(2025-07-31, Before Market Open):
- Revenue +22% YoY (vs +13.6% in previous quarter and historical rate +35.6%)
- EBITDA -147.1% YoY (vs -700.0% in previous quarter and historical rate +37.7%)
- EBITDA margin -5.2% decreased compared to 13.4% same period last year
- Net Debt increased by $19 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0 bln (negative), 0.5% of market cap
- EV/EBITDA multiple is 158.1x compared to historical level (75th percentile) of 153.3x
- EV/Sales multiple is 2.5x
At the opening of the session the share price went up +2.6% vs S&P500 +1.0%
------------------------------------------------
#reports #FND
[Floor & Decor](https://eninvs.com/all.php?name=FND) (Flooring seller) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189478)
(2025-07-31, After Market Close):
- Revenue +7.1% YoY (vs +5.8% in previous quarter and historical rate +22.2%)
- EBITDA +9.2% YoY (vs +6.9% in previous quarter and historical rate +18.2%)
- EBITDA margin 11.7% increased compared to 11.5% same period last year
- Net Debt increased by $8 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 11.4x compared to historical level (75th percentile) of 16.4x
- EV/Sales multiple is 1.3x
------------------------------------------------
#reports #EXPO
[Exponent](https://eninvs.com/all.php?name=EXPO) (Research and analytical company) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +0.7% YoY (vs +0.7% in previous quarter and historical rate +4.9%)
- EBITDA -47.5% YoY (vs +44.8% in previous quarter and historical rate -1.8%)
- EBITDA margin 14.8% decreased compared to 28.4% same period last year
- Net Debt increased by $14 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 27.3x compared to historical level (75th percentile) of 37.4x
- EV/Sales multiple is 6x
------------------------------------------------
#reports #EME
[EMCOR Group](https://eninvs.com/all.php?name=EME) (Mechanical and electrical design services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189475)
(2025-07-31, Before Market Open):
- Revenue +17.4% YoY (vs +12.7% in previous quarter and historical rate +14.3%)
- EBITDA +24.4% YoY (vs +22.8% in previous quarter and historical rate +37.2%)
- EBITDA margin 9.8% increased compared to 9.3% same period last year
- Net Debt increased by $125 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0.5 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 16.5x
- EV/Sales multiple is 1.8x
At the opening of the session the share price went up +4.4% vs S&P500 +1.0%
------------------------------------------------
#reports #CWT
[California Water Service Group](https://eninvs.com/all.php?name=CWT) (Water utility services provider ) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189471)
(2025-07-31, Before Market Open):
- Revenue +8.6% YoY (vs -24.7% in previous quarter and historical rate +23.7%)
- EBITDA +8.6% YoY (vs -47.7% in previous quarter and historical rate +30.2%)
- EBITDA margin 33.2% has not changed compared to 33.2% same period last year
- Net Debt increased by $64 mln over the past reporting period (2.4% of market cap)
- FCF (LTM) -$0.2 bln (negative), 6.5% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 16x
- EV/Sales multiple is 2.8x
At the opening of the session the share price went up +1.0% vs S&P500 +1.0%
------------------------------------------------
#reports #CWST
[Casella Waste Systems](https://eninvs.com/all.php?name=CWST) ( Recycling company) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189470)
(2025-07-31, After Market Close):
- Revenue +23.3% YoY (vs +22.3% in previous quarter and historical rate +20.1%)
- EBITDA +23.1% YoY (vs +23.0% in previous quarter and historical rate +21.5%)
- EBITDA margin 20.6% has not changed compared to 20.7% same period last year
- Net Debt increased by $65 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 23.3x compared to historical level (75th percentile) of 25.2x
- EV/Sales multiple is 4.6x
------------------------------------------------
#reports #CORT
[Corcept Therapeutics](https://eninvs.com/all.php?name=CORT) (Pharmaceutical company) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +18.3% YoY (vs +15600.0% in previous quarter and historical rate +27.5%)
- EBITDA -25% YoY (vs -9000.0% in previous quarter and historical rate -19.9%)
- EBITDA margin 13.9% decreased compared to 22.0% same period last year
- Net Debt increased by $56 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 589.5x compared to historical level (75th percentile) of 111.6x
- EV/Sales multiple is 9.1x
------------------------------------------------
#reports #COLM
[Columbia Sportswear](https://eninvs.com/all.php?name=COLM) (Outdoor clothing manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +6.1% YoY (vs +1.0% in previous quarter and historical rate +1.8%)
- EBITDA margin -1.5% increased compared to -1.8% same period last year
- Net Debt increased by $104 mln over the past reporting period (3.3% of market cap)
- FCF (LTM) +$0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 9.2x compared to historical level (75th percentile) of 11.3x
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #BIO
[Bio-Rad Laboratories](https://eninvs.com/all.php?name=BIO) ( Products for clinical diagnostics developer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +2.2% YoY (vs -4.3% in previous quarter and historical rate -3.8%)
- EBITDA -14.5% YoY (vs -24.4% in previous quarter and historical rate +6.2%)
- EBITDA margin 18.1% decreased compared to 21.6% same period last year
- Net Debt increased by $288 mln over the past reporting period (4.0% of market cap)
- FCF (LTM) -$0 bln (negative), 0.1% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 19.9x
- EV/Sales multiple is 2.7x
------------------------------------------------
#reports #BFAM
[Bright Horizons Family Solutions](https://eninvs.com/all.php?name=BFAM) (Education cervices provider) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +9.3% YoY (vs +6.9% in previous quarter and historical rate +14.3%)
- EBITDA +14.7% YoY (vs +23.5% in previous quarter and historical rate +12.8%)
- EBITDA margin 14.9% increased compared to 14.2% same period last year
- Net Debt decreased by $64 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 21.3x compared to historical level (75th percentile) of 42.1x
- EV/Sales multiple is 2.9x
------------------------------------------------
#reports #BE
[Bloom Energy Corporation](https://eninvs.com/all.php?name=BE) (Electrical Equipment and Parts) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189433)
(2025-07-31, After Market Close):
- Revenue +19.3% YoY (vs +38.7% in previous quarter and historical rate +20.8%)
- EBITDA margin 3.5% increased compared to -1.8% same period last year
- Net Debt increased by $219 mln over the past reporting period (3.1% of market cap)
- EV/EBITDA multiple is 56.5x compared to historical level (75th percentile) of 61.2x
- EV/Sales multiple is 4x
------------------------------------------------
#reports #BDC
[Belden](https://eninvs.com/all.php?name=BDC) ( Communication and cable products provider ) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189453)
(2025-07-31, Before Market Open):
- Revenue +11.3% YoY (vs +16.6% in previous quarter and historical rate +1.6%)
- EBITDA +16.8% YoY (vs +27.5% in previous quarter and historical rate +36.4%)
- EBITDA margin 16.5% increased compared to 15.7% same period last year
- Net Debt increased by $50 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.2% of market cap
- EV/EBITDA multiple is 14.4x compared to historical level (75th percentile) of 13.5x
- EV/Sales multiple is 2.3x
At the opening of the session the share price went up +1.0% vs S&P500 +1.0%
------------------------------------------------
#reports #AXTI
[AXT](https://eninvs.com/all.php?name=AXTI) (Semiconductor Equipment and Materials) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue -35.7% YoY (vs -17.4% in previous quarter and historical rate -10.7%)
- EBITDA margin -22.2% decreased compared to 3.6% same period last year
- Net Debt increased by $8 mln over the past reporting period (8.8% of market cap)
- FCF (LTM) +$0 bln (positive), 3.3% of market cap
- EV/Sales multiple is 2.2x
------------------------------------------------
#reports #ATR
[AptarGroup](https://eninvs.com/all.php?name=ATR) (Dispenser manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +6.2% YoY (vs -3.1% in previous quarter and historical rate +2.8%)
- EBITDA +12% YoY (vs +1.7% in previous quarter and historical rate +5.1%)
- EBITDA margin 22.2% increased compared to 21.0% same period last year
- Net Debt decreased by $86 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 12x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 2.6x
------------------------------------------------
#reports #ARW
[Arrow Electronics](https://eninvs.com/all.php?name=ARW) (Electronic products and computer components supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189447)
(2025-07-31, Before Market Open):
- Revenue +48.3% YoY (vs -25.0% in previous quarter and historical rate -5.8%)
- EBITDA -12.3% YoY (vs -9.2% in previous quarter and historical rate -20.5%)
- EBITDA margin 2.2% decreased compared to 3.7% same period last year
- Net Debt decreased by $9 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.6 bln (positive), 9.4% of market cap
- EV/EBITDA multiple is 10x compared to historical level (75th percentile) of 8.5x
- EV/Sales multiple is 0.3x
At the opening of the session the share price went down -2.4% vs S&P500 +1.0%
------------------------------------------------
#reports #APD
[Air Products and Chemicals](https://eninvs.com/all.php?name=APD) ( Gases and chemicals producer) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +1.2% YoY (vs -0.5% in previous quarter and historical rate +0.6%)
- EBITDA +8.6% YoY (vs -294.8% in previous quarter and historical rate +1.2%)
- EBITDA margin 39.4% increased compared to 36.8% same period last year
- Net Debt increased by $2.1 bln since the start of the year (3.3% of market cap)
- FCF (LTM) -$2.3 bln (negative), 3.5% of market cap
- EV/EBITDA multiple is 27.8x compared to historical level (75th percentile) of 20.2x
- EV/Sales multiple is 7.1x
At the opening of the session the share price went up +0.8% vs S&P500 +1.0%
------------------------------------------------
#reports #AME
[AMETEK](https://eninvs.com/all.php?name=AME) ( Electronic instruments manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189442)
(2025-07-31, Before Market Open):
- Revenue +2.5% YoY (vs -0.2% in previous quarter and historical rate +5.7%)
- EBITDA +2.6% YoY (vs +7.6% in previous quarter and historical rate +7.3%)
- EBITDA margin 30.9% has not changed compared to 30.8% same period last year
- Net Debt decreased by $210 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.7 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 20.7x compared to historical level (75th percentile) of 20.8x
- EV/Sales multiple is 6.5x
At the opening of the session the share price went up +2.4% vs S&P500 +1.0%
------------------------------------------------
#reports #ALGM
[Allegro MicroSystems](https://eninvs.com/all.php?name=ALGM) (Semiconductors) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +21.6% YoY (vs -19.9% in previous quarter and historical rate +2.1%)
- EBITDA +116.7% YoY (vs -92.1% in previous quarter and historical rate +13.9%)
- EBITDA margin 6.4% increased compared to 3.6% same period last year
- Net Debt decreased by $41 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.7% of market cap
- EV/EBITDA multiple is 138.8x compared to historical level (75th percentile) of 42.7x
- EV/Sales multiple is 7.8x
At the opening of the session the share price went down -4.9% vs S&P500 +1.0%
------------------------------------------------
#reports #ADC
[Agree Realty Corporation](https://eninvs.com/all.php?name=ADC) (REIT — Retail) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189438)
(2025-07-31, After Market Close):
- Revenue +15% YoY (vs +13.4% in previous quarter and historical rate +20.2%)
- EBITDA +6.8% YoY (vs +12.6% in previous quarter and historical rate +30.9%)
- EBITDA margin 80.1% decreased compared to 86.3% same period last year
- Net Debt increased by $107 mln over the past reporting period (1.4% of market cap)
- EV/EBITDA multiple is 20.5x compared to historical level (75th percentile) of 20.2x
- EV/Sales multiple is 16.5x
------------------------------------------------
#reports #APPF
@ saas
[Appfolio](https://eninvs.com/all.php?name=APPF) (Property management software) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189445)
(2025-07-31, After Market Close):
- Revenue +19.8% YoY (vs +16.6% in previous quarter and historical rate +28.0%)
- EBITDA +5% YoY (vs +2.6% in previous quarter and historical rate +76.1%)
- EBITDA margin 17.8% decreased compared to 20.3% same period last year
- Net Debt decreased by $17 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 61.6x compared to historical level (75th percentile) of 98.8x
- EV/Sales multiple is 11.2x
------------------------------------------------
#reports #FSLR
@ renewable-energy
[First Solar](https://eninvs.com/all.php?name=FSLR) (Solar module manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189480)
(2025-07-31, After Market Close):
- Revenue -75% YoY (vs +6.4% in previous quarter and historical rate +28.3%)
- EBITDA -34.5% YoY (vs -9.0% in previous quarter and historical rate +70.4%)
- EBITDA margin 121.7% increased compared to 46.5% same period last year
- Net Debt decreased by $210 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.5 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 8.1x compared to historical level (75th percentile) of 36.9x
- EV/Sales multiple is 3.4x
------------------------------------------------
#reports #EXPI
@ real-estate-tech
[eXp World](https://eninvs.com/all.php?name=EXPI) (Cloud real estate brokerage firm) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189435)
(2025-07-31, After Market Close):
- Revenue +1.1% YoY (vs +1.3% in previous quarter and historical rate +0.3%)
- EBITDA -105% YoY (vs -900.0% in previous quarter)
- EBITDA margin -0.1% decreased compared to 1.5% same period last year
- Net Debt increased by $21 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$0 bln (positive), 1.3% of market cap
- EV/Sales multiple is 0.3x
------------------------------------------------
#reports #NET
@ cybersecurity
[Cloudflare](https://eninvs.com/all.php?name=NET) (Provides a secure connection to the Internet) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189437)
(2025-07-31, After Market Close):
- Revenue +27.7% YoY (vs +26.4% in previous quarter and historical rate +32.6%)
- EBITDA -85.7% YoY (vs +1100.0% in previous quarter and historical rate +92.9%)
- EBITDA margin 0.4% decreased compared to 3.5% same period last year
- Net Debt increased by $673 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 315.9x compared to historical level (75th percentile) of 2963.2x
- EV/Sales multiple is 37.3x
------------------------------------------------
#reports #MSTR
@ crypto
[MicroStrategy](https://eninvs.com/all.php?name=MSTR) (Business intelligence platform) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +2.7% YoY (vs -3.5% in previous quarter and historical rate -2.8%)
- EBITDA margin 12328.9% increased compared to -159.5% same period last year
- Net Debt increased by $1.6 bln since the start of the year (1.6% of market cap)
- FCF (LTM) -$5.6 bln (negative), 5.4% of market cap
- EV/Sales multiple is 247.1x
------------------------------------------------
#reports #BWA
@ auto-parts
[BorgWarner](https://eninvs.com/all.php?name=BWA) ( Automotive components supplier ) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189459)
(2025-07-31, Before Market Open):
- Revenue +1% YoY (vs -2.2% in previous quarter and historical rate -0.7%)
- EBITDA +26.4% YoY (vs -12.4% in previous quarter and historical rate -9.7%)
- EBITDA margin 15.3% increased compared to 12.2% same period last year
- Net Debt decreased by $313 mln over the past reporting period (3.6% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.5% of market cap
- EV/EBITDA multiple is 10.3x compared to historical level (75th percentile) of 7x
- EV/Sales multiple is 0.8x
At the opening of the session the share price went up +4.4% vs S&P500 +1.0%
------------------------------------------------
#reports #APTV
@ auto-parts
[Aptiv](https://eninvs.com/all.php?name=APTV) (Auto parts supplier) reported for 2025 q2
(2025-07-31, Before Market Open):
- Revenue +3.1% YoY (vs -1.6% in previous quarter and historical rate +7.8%)
- EBITDA +6.8% YoY (vs +6.3% in previous quarter and historical rate +36.6%)
- EBITDA margin 14.1% increased compared to 13.6% same period last year
- Net Debt decreased by $453 mln over the past reporting period (2.4% of market cap)
- FCF (LTM) -$1.5 bln (negative), 7.9% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 16.9x
- EV/Sales multiple is 1.3x
At the opening of the session the share price went up +2.3% vs S&P500 +1.0%
------------------------------------------------
#reports #FIVN
@ artificial-intelligence , @ saas
[Five9](https://eninvs.com/all.php?name=FIVN) (Cloud Software provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189477)
(2025-07-31, After Market Close):
- Revenue +12.3% YoY (vs +13.4% in previous quarter and historical rate +16.6%)
- EBITDA +209.1% YoY (vs +262.5% in previous quarter and historical rate +120.2%)
- EBITDA margin 12.0% increased compared to 4.4% same period last year
- Net Debt decreased by $270 mln over the past reporting period (13.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 8.6% of market cap
- EV/EBITDA multiple is 10.8x compared to historical level (75th percentile) of 394x
- EV/Sales multiple is 2.3x
------------------------------------------------
#reports #ROKU
@ adtech
[Roku](https://eninvs.com/all.php?name=ROKU) (Consumer electronics manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):
- Revenue +14.8% YoY (vs +15.9% in previous quarter and historical rate +13.3%)
- EBITDA margin -0.5% increased compared to -5.7% same period last year
- Net Debt decreased by $11 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 1.9% of market cap
- EV/Sales multiple is 2.7x
------------------------------------------------
#reports #WDC
[Western Digital](https://eninvs.com/all.php?name=WDC) (Computer electronics manufacturer) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue -30.8% YoY (vs -33.6% in previous quarter and historical rate -6.5%)
- EBITDA +18.8% YoY (vs +110.7% in previous quarter and historical rate +20.7%)
- EBITDA margin 29.4% increased compared to 17.1% same period last year
- Net Debt decreased by $3.6 bln since the start of the year (16.0% of market cap)
- FCF (LTM) +$13.2 bln (positive), 58.1% of market cap
- EV/EBITDA multiple is 11.3x compared to historical level (75th percentile) of 54.3x
- EV/Sales multiple is 3x
------------------------------------------------
#reports #VRT
[Vertiv Co](https://eninvs.com/all.php?name=VRT) (Data center equipment supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189431)
(2025-07-30, Before Market Open):
- Revenue +35.1% YoY (vs +24.2% in previous quarter and historical rate +19.1%)
- EBITDA +27.7% YoY (vs +33.6% in previous quarter and historical rate +58.3%)
- EBITDA margin 19.6% decreased compared to 20.7% same period last year
- Net Debt decreased by $244 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.5 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 34x compared to historical level (75th percentile) of 30.2x
- EV/Sales multiple is 6.4x
At the opening of the session the share price went up +3.1% vs S&P500 +0.2%
------------------------------------------------
#reports #VRSK
[Verisk Analytics](https://eninvs.com/all.php?name=VRSK) (Analytical service provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189430)
(2025-07-30, Before Market Open):
- Revenue +7.8% YoY (vs +7.0% in previous quarter and historical rate -0.2%)
- EBITDA +7.9% YoY (vs +5.5% in previous quarter and historical rate +3.8%)
- EBITDA margin 63.8% has not changed compared to 63.7% 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), 0.4% of market cap
- EV/EBITDA multiple is 24.6x compared to historical level (75th percentile) of 23.2x
- EV/Sales multiple is 13.9x
At the opening of the session the share price went up +0.6% vs S&P500 +0.2%
------------------------------------------------
#reports #UTHR
[United Therapeutics](https://eninvs.com/all.php?name=UTHR) (Medicines manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189427)
(2025-07-30, Before Market Open):
- Revenue +11.7% YoY (vs +17.1% in previous quarter and historical rate +20.0%)
- EBITDA +13.9% YoY (vs +8.6% in previous quarter and historical rate +18.6%)
- EBITDA margin 48.3% increased compared to 47.4% same period last year
- Net Debt increased by $107 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.8 bln (positive), 6.6% of market cap
- EV/EBITDA multiple is 7.4x compared to historical level (75th percentile) of 10.2x
- EV/Sales multiple is 3.7x
At the opening of the session the share price went down -4.0% vs S&P500 +0.2%
------------------------------------------------
#reports #UDMY
[Udemy, Inc.](https://eninvs.com/all.php?name=UDMY) (Education and Training Services) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue +3.1% YoY (vs +1.5% in previous quarter and historical rate +11.8%)
- EBITDA margin 13.5% increased compared to -2.1% same period last year
- Net Debt decreased by $36 mln over the past reporting period (3.7% of market cap)
- FCF (LTM) -$0 bln (negative), 2.7% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 45.6x
- EV/Sales multiple is 0.8x
------------------------------------------------
#reports #TYL
[Tyler Technologies](https://eninvs.com/all.php?name=TYL) (Software provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189425)
(2025-07-30, After Market Close):
- Revenue +10.2% YoY (vs +10.4% in previous quarter and historical rate +7.3%)
- EBITDA +56.6% YoY (vs +15.9% in previous quarter and historical rate +14.9%)
- EBITDA margin 21.8% increased compared to 15.3% same period last year
- Net Debt decreased by $84 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 46.6x compared to historical level (75th percentile) of 55.7x
- EV/Sales multiple is 10.5x
------------------------------------------------
#reports #TTMI
[TTM Technologies](https://eninvs.com/all.php?name=TTMI) (Printed circuit board manufacturer) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue +20.8% YoY (vs +13.9% in previous quarter and historical rate +4.5%)
- EBITDA +40.4% YoY (vs +42.9% in previous quarter and historical rate +23.7%)
- EBITDA margin 10.9% increased compared to 9.4% same period last year
- Net Debt decreased by $37 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (75th percentile) of 11x
- EV/Sales multiple is 2.1x
------------------------------------------------
#reports #TTEK
[Tetra Tech](https://eninvs.com/all.php?name=TTEK) (Consulting company) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue +1.9% YoY (vs +5.6% in previous quarter and historical rate +21.6%)
- EBITDA +20.9% YoY (vs -64.2% in previous quarter and historical rate +4.4%)
- EBITDA margin 13.1% increased compared to 11.0% same period last year
- Net Debt decreased by $215 mln over the past reporting period (10.8% of market cap)
- FCF (LTM) -$0.2 bln (negative), 8.8% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (75th percentile) of 23.5x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #TMDX
[TransMedics Group](https://eninvs.com/all.php?name=TMDX) (Medical Devices) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189422)
(2025-07-30, After Market Close):
- Revenue +37.7% YoY (vs +48.5% in previous quarter and historical rate +123.1%)
- EBITDA +230.8% YoY (vs +750.0% in previous quarter and historical rate +116.7%)
- EBITDA margin 27.4% increased compared to 11.4% same period last year
- Net Debt decreased by $90 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 33.9x compared to historical level (75th percentile) of 67.6x
- EV/Sales multiple is 6.9x
------------------------------------------------
#reports #TKR
[The Timken Company](https://eninvs.com/all.php?name=TKR) (Power transmission products manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189421)
(2025-07-30, Before Market Open):
- Revenue -0.8% YoY (vs -4.2% in previous quarter and historical rate +1.7%)
- EBITDA -7.2% YoY (vs -17.1% in previous quarter and historical rate +6.9%)
- EBITDA margin 17.5% decreased compared to 18.7% same period last year
- Net Debt increased by $32 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 9.4x compared to historical level (75th percentile) of 9.6x
- EV/Sales multiple is 1.6x
At the opening of the session the share price went down -4.9% vs S&P500 +0.2%
------------------------------------------------
#reports #STRA
[Strategic Education](https://eninvs.com/all.php?name=STRA) (Educational service provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189420)
(2025-07-30, Before Market Open):
- Revenue +2.9% YoY (vs +4.8% in previous quarter and historical rate +5.0%)
- EBITDA +9.4% YoY (vs -1.9% in previous quarter and historical rate +22.3%)
- EBITDA margin 18.1% increased compared to 17.0% same period last year
- Net Debt increased by $18 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0 bln (positive), 2.1% of market cap
- EV/EBITDA multiple is 8.3x compared to historical level (75th percentile) of 15.6x
- EV/Sales multiple is 1.4x
At the opening of the session the share price went down -5.1% vs S&P500 +0.2%
------------------------------------------------
#reports #SPSC
[SPS Commerce](https://eninvs.com/all.php?name=SPSC) (Logistics service provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189419)
(2025-07-30, After Market Close):
- Revenue +21.4% YoY (vs +21.3% in previous quarter and historical rate +19.2%)
- EBITDA +12.9% YoY (vs +55.0% in previous quarter and historical rate +14.5%)
- EBITDA margin 18.7% decreased compared to 20.1% same period last year
- Net Debt decreased by $14 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 41x compared to historical level (75th percentile) of 68.2x
- EV/Sales multiple is 7.4x
------------------------------------------------
#reports #SNBR
[Sleep Number](https://eninvs.com/all.php?name=SNBR) (Bed manufacturer) reported for 2025 q2
(2025-07-30, Before Market Open):
- Revenue -19.6% YoY (vs -16.4% in previous quarter and historical rate +5.6%)
- EBITDA -39.1% YoY (vs -26.1% in previous quarter)
- EBITDA margin 4.3% decreased compared to 5.6% same period last year
- Net Debt decreased by $1 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0 bln (positive), 9.4% of market cap
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 15.3x
- EV/Sales multiple is 0.5x
At the opening of the session the share price went down -21.3% vs S&P500 +0.2%
------------------------------------------------
#reports #SCL
[Stepan Company](https://eninvs.com/all.php?name=SCL) (Specialty and intermediate chemicals manufacturer) reported for 2025 q2
(2025-07-30, Before Market Open):
- Revenue +7% YoY (vs -22.0% in previous quarter and historical rate -6.6%)
- EBITDA -3.2% YoY (vs +41.5% in previous quarter and historical rate +5.3%)
- EBITDA margin 5.0% decreased compared to 5.6% same period last year
- Net Debt decreased by $226 mln over the past reporting period (19.8% of market cap)
- FCF (LTM) -$0.2 bln (negative), 20.5% of market cap
- EV/EBITDA multiple is 8.2x compared to historical level (75th percentile) of 19.8x
- EV/Sales multiple is 0.7x
At the opening of the session the share price went down -4.4% vs S&P500 +0.2%
------------------------------------------------
#reports #SCI
[Service Corporation International](https://eninvs.com/all.php?name=SCI) (Funeral service provider) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue +3% YoY (vs +2.8% in previous quarter and historical rate +0.6%)
- EBITDA +2.6% YoY (vs +7.7% in previous quarter and historical rate +21.4%)
- EBITDA margin 29.2% decreased compared to 29.3% same period last year
- Net Debt increased by $184 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 12.7x compared to historical level (75th percentile) of 15.5x
- EV/Sales multiple is 3.9x
------------------------------------------------
#reports #RGR
[Sturm, Ruger & Company](https://eninvs.com/all.php?name=RGR) (Firearms manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189416)
(2025-07-30, After Market Close):
- Revenue +0.8% YoY (vs -0.7% in previous quarter and historical rate -6.0%)
- EBITDA -187.5% YoY (vs +6.7% in previous quarter and historical rate -47.7%)
- EBITDA margin -10.6% decreased compared to 12.2% same period last year
- Net Debt increased by $7 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 29.7x compared to historical level (75th percentile) of 8.7x
- EV/Sales multiple is 0.9x
------------------------------------------------
#reports #QTWO
[Q2](https://eninvs.com/all.php?name=QTWO) (Online banking services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189415)
(2025-07-30, After Market Close):
- Revenue +12.7% YoY (vs +14.5% in previous quarter and historical rate +11.7%)
- EBITDA +210% YoY (vs +130.0% in previous quarter and historical rate +139.5%)
- EBITDA margin 15.9% increased compared to 5.8% same period last year
- Net Debt decreased by $46 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.1% of market cap
- EV/EBITDA multiple is 63x compared to historical level (75th percentile) of 736.3x
- EV/Sales multiple is 7.4x
------------------------------------------------
#reports #PTC
[PTC](https://eninvs.com/all.php?name=PTC) (Software provider) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue +24.1% YoY (vs +5.5% in previous quarter and historical rate +9.3%)
- EBITDA +91.1% YoY (vs +20.9% in previous quarter and historical rate +22.5%)
- EBITDA margin 36.5% increased compared to 23.7% same period last year
- Net Debt decreased by $298 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.7 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 30x compared to historical level (75th percentile) of 36.7x
- EV/Sales multiple is 10.3x
------------------------------------------------
#reports #PI
[Impinj](https://eninvs.com/all.php?name=PI) (Communication Equipment) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189413)
(2025-07-30, After Market Close):
- Revenue -3.9% YoY (vs -3.9% in previous quarter and historical rate +22.2%)
- EBITDA +25% YoY (vs -700.0% in previous quarter and historical rate +35.4%)
- EBITDA margin 15.3% increased compared to 11.8% same period last year
- Net Debt decreased by $45 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.0% of market cap
- EV/EBITDA multiple is 514.1x compared to historical level (75th percentile) of 1380.5x
- EV/Sales multiple is 10x
------------------------------------------------
#reports #PAG
[Penske Automotive Group](https://eninvs.com/all.php?name=PAG) (Transportation services provider) reported for 2025 q2
(2025-07-30, Before Market Open):
- Revenue -0.5% YoY (vs +2.1% in previous quarter and historical rate +4.7%)
- EBITDA +3.4% YoY (vs -2.7% in previous quarter and historical rate -4.1%)
- EBITDA margin 5.1% increased compared to 4.9% same period last year
- Net Debt increased by $278 mln over the past reporting period (2.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 13.6x compared to historical level (75th percentile) of 13.4x
- EV/Sales multiple is 0.7x
At the opening of the session the share price went up +0.4% vs S&P500 +0.2%
------------------------------------------------
#reports #NMRK
[Newmark](https://eninvs.com/all.php?name=NMRK) (Real Estate Services) reported for 2025 q2
(2025-07-30, Before Market Open):
- Revenue +19.9% YoY (vs +21.8% in previous quarter and historical rate +0.1%)
- EBITDA +3.7% YoY (vs +38.1% in previous quarter and historical rate +30.8%)
- EBITDA margin 11.2% decreased compared to 13.0% same period last year
- Net Debt increased by $61 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 4.0% of market cap
- EV/EBITDA multiple is 9.5x compared to historical level (75th percentile) of 17.2x
- EV/Sales multiple is 1.1x
At the opening of the session the share price went up +4.0% vs S&P500 +0.2%
------------------------------------------------
#reports #NEU
[NewMarket Corporation](https://eninvs.com/all.php?name=NEU) (Additives and oils manufacturer) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue -1.5% YoY (vs +0.6% in previous quarter and historical rate +2.8%)
- EBITDA -2.4% YoY (vs +11.8% in previous quarter and historical rate +30.5%)
- EBITDA margin 23.3% decreased compared to 23.5% same period last year
- Net Debt decreased by $99 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.9% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 12.5x
- EV/Sales multiple is 3x
------------------------------------------------
#reports #NBIX
[Neurocrine Biosciences](https://eninvs.com/all.php?name=NBIX) (Therapeutic developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189409)
(2025-07-30, After Market Close):
- Revenue +16.6% YoY (vs +11.3% in previous quarter and historical rate +24.9%)
- EBITDA 0% YoY (vs -61.3% in previous quarter and historical rate +44.7%)
- EBITDA margin 21.9% decreased compared to 25.6% same period last year
- Net Debt decreased by $99 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.5 bln (positive), 4.0% of market cap
- EV/EBITDA multiple is 17.7x compared to historical level (75th percentile) of 47.2x
- EV/Sales multiple is 4.7x
------------------------------------------------
#reports #MUSA
[Murphy USA](https://eninvs.com/all.php?name=MUSA) (Motor fuel supplier) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue -8.2% YoY (vs -6.6% in previous quarter and historical rate -1.8%)
- EBITDA +3.3% YoY (vs -4.9% in previous quarter and historical rate +6.8%)
- EBITDA margin 5.7% increased compared to 5.1% same period last year
- Net Debt increased by $101 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) -$0.3 bln (negative), 3.1% of market cap
- EV/EBITDA multiple is 10.8x compared to historical level (75th percentile) of 12x
- EV/Sales multiple is 0.5x
------------------------------------------------
#reports #MOD
[Modine Manufacturing Company](https://eninvs.com/all.php?name=MOD) (Auto Parts) reported for 2025 q2
(2025-07-30, After Market Close):
- Revenue +3.2% YoY (vs +105.8% in previous quarter and historical rate +26.1%)
- EBITDA +1.1% YoY (vs +44.6% in previous quarter and historical rate +47.6%)
- EBITDA margin 13.9% decreased compared to 14.2% same period last year
- Net Debt increased by $116 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$0 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 17.4x compared to historical level (75th percentile) of 17.2x
- EV/Sales multiple is 2x
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#reports #MMSI
[Merit Medical Systems](https://eninvs.com/all.php?name=MMSI) (Medical instrument manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189403)
(2025-07-30, After Market Close):
- Revenue +13% YoY (vs +9.6% in previous quarter and historical rate +8.7%)
- EBITDA +11.4% YoY (vs +16.7% in previous quarter and historical rate +23.3%)
- EBITDA margin 20.4% decreased compared to 20.7% same period last year
- Net Debt increased by $56 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.8% of market cap
- EV/EBITDA multiple is 19.4x compared to historical level (75th percentile) of 25x
- EV/Sales multiple is 3.7x
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#reports #MDXG
[MiMedx Group](https://eninvs.com/all.php?name=MDXG) (Medical Devices) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189400)
(2025-07-30, After Market Close):
- Revenue +13.8% YoY (vs +3.5% in previous quarter and historical rate +12.6%)
- EBITDA -68.8% YoY (vs -45.5% in previous quarter and historical rate +68.6%)
- EBITDA margin 5.1% decreased compared to 18.4% same period last year
- Net Debt decreased by $12 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0 bln (positive), 4.0% of market cap
- EV/EBITDA multiple is 26.1x compared to historical level (75th percentile) of 25.6x
- EV/Sales multiple is 2.4x