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2025-07-31

#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

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

2025-07-31

#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%

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2025-07-31

#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%

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2025-07-31

#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%

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2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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2025-07-31

#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%

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2025-07-31

#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%

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2025-07-31

#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

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

2025-07-31

#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%

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2025-07-31

#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%

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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2025-07-31

#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

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2025-07-31

#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%

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2025-07-31

#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%

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2025-07-31

#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

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2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#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

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

2025-07-31

#reports #LRCX

[Lam Research](https://eninvs.com/all.php?name=LRCX) (Services to the semiconductor industry provider) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +33.5% YoY (vs +24.4% in previous quarter and historical rate +5.0%)
- EBITDA +51.4% YoY (vs +44.6% in previous quarter and historical rate +18.5%)
- EBITDA margin 35.6% increased compared to 31.4% same period last year
- Net Debt decreased by $940 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$1 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 18.6x
- EV/Sales multiple is 6.9x

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

2025-07-31

#reports #KHC

[Kraft Heinz Co](https://eninvs.com/all.php?name=KHC) (Food products provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189398)
(2025-07-30, Before Market Open):

- Revenue -1.9% YoY (vs -6.4% in previous quarter and historical rate -0.3%)
- EBITDA -1117.5% YoY (vs -6.7% in previous quarter and historical rate -8.6%)
- EBITDA margin -121.7% decreased compared to 11.7% same period last year
- Net Debt decreased by $198 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.4 bln (positive), 1.1% of market cap
- EV/Sales multiple is 2.1x

At the opening of the session the share price went up +0.8% vs S&P500 +0.2%

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

2025-07-31

#reports #ITW

[Illinois Tool Works](https://eninvs.com/all.php?name=ITW) (Fasteners manufacturer) reported for 2025 q2
(2025-07-30, Before Market Open):

- Revenue +0.6% YoY (vs -3.4% in previous quarter and historical rate +1.4%)
- EBITDA +1.2% YoY (vs -14.1% in previous quarter and historical rate +4.9%)
- EBITDA margin 29.5% increased compared to 29.3% same period last year
- Net Debt increased by $759 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.5 bln (negative), 0.7% of market cap
- EV/EBITDA multiple is 19.3x compared to historical level (75th percentile) of 19.3x
- EV/Sales multiple is 5.5x

At the opening of the session the share price went down -0.7% vs S&P500 +0.2%

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

2025-07-31

#reports #IONS

[Ionis Pharmaceuticals](https://eninvs.com/all.php?name=IONS) (Drug Developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189397)
(2025-07-30, Before Market Open):

- Revenue +100.9% YoY (vs +13100.0% in previous quarter and historical rate +22.9%)
- EBITDA margin 32.1% increased compared to -27.1% same period last year
- Net Debt increased by $490 mln over the past reporting period (8.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.8% of market cap
- EV/Sales multiple is 6.2x

At the opening of the session the share price went up +8.4% vs S&P500 +0.2%

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

2025-07-31

#reports #HSY

[Hershey](https://eninvs.com/all.php?name=HSY) (Confectionery manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189393)
(2025-07-30, Before Market Open):

- Revenue +26.1% YoY (vs -13.8% in previous quarter and historical rate +5.8%)
- EBITDA -25.3% YoY (vs -60.5% in previous quarter and historical rate +2.3%)
- EBITDA margin 10.7% decreased compared to 18.1% same period last year
- Net Debt increased by $322 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.5 bln (positive), 1.9% of market cap
- EV/EBITDA multiple is 13.3x compared to historical level (75th percentile) of 15.6x
- EV/Sales multiple is 2.9x

At the opening of the session the share price went up +4.2% vs S&P500 +0.2%

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

2025-07-31

#reports #HOLX

[Hologic](https://eninvs.com/all.php?name=HOLX) (Medical equipment provider) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +1.3% YoY (vs -1.3% in previous quarter and historical rate -7.0%)
- EBITDA -3.1% YoY (vs -91.9% in previous quarter and historical rate -13.3%)
- EBITDA margin 27.4% decreased compared to 28.7% same period last year
- Net Debt decreased by $267 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) -$0.3 bln (negative), 1.9% of market cap
- EV/EBITDA multiple is 18.3x compared to historical level (75th percentile) of 19.3x
- EV/Sales multiple is 3.8x

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

2025-07-31

#reports #HDSN

[Hudson Technologies](https://eninvs.com/all.php?name=HDSN) (Specialty Chemicals) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue -2.7% YoY (vs -15.4% in previous quarter and historical rate -5.1%)
- EBITDA -7.1% YoY (vs -71.4% in previous quarter and historical rate -38.0%)
- EBITDA margin 17.8% decreased compared to 18.7% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 13.9% of market cap
- EV/EBITDA multiple is 13x compared to historical level (75th percentile) of 6.8x
- EV/Sales multiple is 1.3x

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

2025-07-31

#reports #HBB

[Hamilton Beach Brands Company](https://eninvs.com/all.php?name=HBB) (Furnishings, Fixtures and Appliances) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189392)
(2025-07-30, After Market Close):

- Revenue -17.9% YoY (vs +3.9% in previous quarter and historical rate +1.3%)
- EBITDA -36.4% YoY (vs +100.0% in previous quarter and historical rate +46.0%)
- EBITDA margin 5.5% decreased compared to 7.1% same period last year
- Net Debt increased by $36 mln over the past reporting period (16.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 10.8x
- EV/Sales multiple is 0.5x

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

2025-07-31

#reports #HAYW

[Hayward Holdings, Inc.](https://eninvs.com/all.php?name=HAYW) (Electrical Equipment and Parts) reported for 2025 q2
(2025-07-30, Before Market Open):

- Revenue +5.6% YoY (vs +7.5% in previous quarter and historical rate -8.4%)
- EBITDA +7.8% YoY (vs +14.3% in previous quarter and historical rate -7.7%)
- EBITDA margin 27.7% increased compared to 27.1% same period last year
- Net Debt decreased by $186 mln over the past reporting period (5.6% of market cap)
- FCF (LTM) +$0.2 bln (positive), 4.9% of market cap
- EV/EBITDA multiple is 14.7x compared to historical level (75th percentile) of 17.7x
- EV/Sales multiple is 3.6x

At the opening of the session the share price went up +1.9% vs S&P500 +0.2%

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

2025-07-31

#reports #GRMN

[Garmin](https://eninvs.com/all.php?name=GRMN) (Navigation devices manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189389)
(2025-07-30, Before Market Open):

- Revenue +20.4% YoY (vs +11.1% in previous quarter and historical rate +11.0%)
- EBITDA +34.5% YoY (vs +10.5% in previous quarter and historical rate +16.7%)
- EBITDA margin 28.6% increased compared to 25.6% same period last year
- Net Debt increased by $95 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.4 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 20.7x compared to historical level (75th percentile) of 21.7x
- EV/Sales multiple is 5.9x

At the opening of the session the share price went up +0.5% vs S&P500 +0.2%

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

2025-07-31

#reports #GKOS

[Glaukos Corporation](https://eninvs.com/all.php?name=GKOS) (Medicine services provider) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +29.2% YoY (vs +24.4% in previous quarter and historical rate +14.8%)
- EBITDA margin -16.9% increased compared to -29.2% same period last year
- Net Debt increased by $23 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.7% of market cap
- EV/Sales multiple is 11.9x

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

2025-07-31

#reports #GH

[Guardant Health](https://eninvs.com/all.php?name=GH) (Medicine services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189386)
(2025-07-30, After Market Close):

- Revenue +31.1% YoY (vs +20.8% in previous quarter and historical rate +26.7%)
- EBITDA margin -40.5% increased compared to -49.7% same period last year
- Net Debt increased by $101 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) -$0.3 bln (negative), 6.5% of market cap
- EV/Sales multiple is 6.4x

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

2025-07-31

#reports #FTV

[Fortive](https://eninvs.com/all.php?name=FTV) (Industrial services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189385)
(2025-07-30, Before Market Open):

- Revenue -2.1% YoY (vs -3.3% in previous quarter and historical rate +3.8%)
- EBITDA -17.8% YoY (vs -15.9% in previous quarter and historical rate +7.7%)
- EBITDA margin 23.7% decreased compared to 28.2% same period last year
- Net Debt increased by $9 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 13x compared to historical level (75th percentile) of 19.2x
- EV/Sales multiple is 3.4x

At the opening of the session the share price went up +3.8% vs S&P500 +0.2%

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

2025-07-31

#reports #FMC

[FMC](https://eninvs.com/all.php?name=FMC) (Agricultural chemicals supplier) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +1.3% YoY (vs -13.8% in previous quarter and historical rate -7.1%)
- EBITDA +161.5% YoY (vs -9.3% in previous quarter and historical rate +6.2%)
- EBITDA margin 9.7% increased compared to 3.8% same period last year
- Net Debt increased 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 18.3x compared to historical level (75th percentile) of 44.2x
- EV/Sales multiple is 2.2x

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

2025-07-31

#reports #FFIV

[F5 Networks](https://eninvs.com/all.php?name=FFIV) (Maintains websites and applications) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +12.2% YoY (vs +7.3% in previous quarter and historical rate +20.5%)
- EBITDA +15.3% YoY (vs +7.7% in previous quarter and historical rate +33.6%)
- EBITDA margin 28.1% increased compared to 27.3% same period last year
- Net Debt decreased by $175 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 13.8x compared to historical level (75th percentile) of 16.9x
- EV/Sales multiple is 3.3x

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

2025-07-31

#reports #ETD

[Ethan Allen Interiors](https://eninvs.com/all.php?name=ETD) (Furnishings, Fixtures and Appliances) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue -5.3% YoY (vs -2.1% in previous quarter and historical rate -8.4%)
- EBITDA -25.9% YoY (vs -21.1% in previous quarter and historical rate -17.7%)
- EBITDA margin 12.5% decreased compared to 16.0% same period last year
- Net Debt decreased by $10 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$0 bln (positive), 3.0% of market cap
- EV/EBITDA multiple is 10.1x compared to historical level (75th percentile) of 8.5x
- EV/Sales multiple is 1.3x

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

2025-07-31

#reports #ESI

[Element Solutions](https://eninvs.com/all.php?name=ESI) (Specialty Chemicals) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +2% YoY (vs +3.3% in previous quarter and historical rate -1.4%)
- EBITDA -2.2% YoY (vs -0.9% in previous quarter and historical rate +27.5%)
- EBITDA margin 21.6% decreased compared to 22.5% same period last year
- Net Debt decreased by $30 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.5 bln (positive), 8.6% of market cap
- EV/EBITDA multiple is 15.6x compared to historical level (75th percentile) of 29.6x
- EV/Sales multiple is 2.8x

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

2025-07-31

#reports #ENTG

[Entegris](https://eninvs.com/all.php?name=ENTG) (Components/equipment for the semiconductor industry manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189380)
(2025-07-30, Before Market Open):

- Revenue -2.6% YoY (vs +0.3% in previous quarter and historical rate +11.3%)
- EBITDA -9.8% YoY (vs +2.3% in previous quarter and historical rate +13.2%)
- EBITDA margin 25.6% decreased compared to 27.7% same period last year
- Net Debt decreased by $69 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 17x compared to historical level (75th percentile) of 24.2x
- EV/Sales multiple is 4.7x

At the opening of the session the share price went down -9.7% vs S&P500 +0.2%

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

2025-07-31

#reports #DXCM

[DexCom](https://eninvs.com/all.php?name=DXCM) ( Medical equipment developer ) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189379)
(2025-07-30, After Market Close):

- Revenue +15.2% YoY (vs +12.5% in previous quarter and historical rate +17.4%)
- EBITDA +22.7% YoY (vs +32.0% in previous quarter and historical rate +45.1%)
- EBITDA margin 25.7% increased compared to 24.1% same period last year
- Net Debt decreased by $230 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.4 bln (negative), 1.2% of market cap
- EV/EBITDA multiple is 41.7x compared to historical level (75th percentile) of 89.8x
- EV/Sales multiple is 8x

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

2025-07-31

#reports #CTSH

[Cognizant Technology Solutions](https://eninvs.com/all.php?name=CTSH) (Consulting services provider ) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +8.1% YoY (vs +7.5% in previous quarter and historical rate +2.1%)
- EBITDA +14.4% YoY (vs +19.7% in previous quarter and historical rate +13.0%)
- EBITDA margin 18.2% increased compared to 17.2% same period last year
- Net Debt increased by $182 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.4 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 10.1x compared to historical level (75th percentile) of 11.5x
- EV/Sales multiple is 1.8x

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

2025-07-31

#reports #CRTO

[Criteo](https://eninvs.com/all.php?name=CRTO) (Advertising Agencies) reported for 2025 q2
(2025-07-30, Before Market Open):

- Revenue +2.5% YoY (vs +0.2% in previous quarter and historical rate -3.2%)
- EBITDA +15.5% YoY (vs +100.0% in previous quarter and historical rate +25.4%)
- EBITDA margin 13.9% increased compared to 12.3% same period last year
- Net Debt increased by $93 mln over the past reporting period (7.5% of market cap)
- FCF (LTM) +$0.2 bln (positive), 16.8% of market cap
- EV/EBITDA multiple is 3.7x compared to historical level (75th percentile) of 10.9x
- EV/Sales multiple is 0.5x

At the opening of the session the share price went up +16.3% vs S&P500 +0.2%

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

2025-07-31

#reports #CNXN

[PC Connection](https://eninvs.com/all.php?name=CNXN) (Personal computer supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189376)
(2025-07-30, After Market Close):

- Revenue +3.3% YoY (vs -52.8% in previous quarter and historical rate -8.0%)
- EBITDA 0% YoY (vs -52.9% in previous quarter and historical rate -11.0%)
- EBITDA margin 4.5% decreased compared to 4.6% same period last year
- Net Debt decreased by $6 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0 bln (negative), 2.2% of market cap
- EV/EBITDA multiple is 13.3x compared to historical level (75th percentile) of 12.9x
- EV/Sales multiple is 0.5x

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

2025-07-31

#reports #CLH

[Clean Harbors](https://eninvs.com/all.php?name=CLH) (Environmental service provider) reported for 2025 q2
(2025-07-30, Before Market Open):

- Revenue -0.2% YoY (vs +4.0% in previous quarter and historical rate +9.7%)
- EBITDA +3.5% YoY (vs +1.4% in previous quarter and historical rate +19.8%)
- EBITDA margin 21.1% increased compared to 20.3% same period last year
- Net Debt decreased by $106 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 13.7x compared to historical level (75th percentile) of 14.1x
- EV/Sales multiple is 2.5x

At the opening of the session the share price went down -6.4% vs S&P500 +0.2%

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

2025-07-31

#reports #CHRW

[CH Robinson Worldwide](https://eninvs.com/all.php?name=CHRW) (Logistic company) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue -7.7% YoY (vs -8.3% in previous quarter and historical rate -12.6%)
- EBITDA +18.7% YoY (vs +33.8% in previous quarter and historical rate -7.5%)
- EBITDA margin 5.8% increased compared to 4.5% same period last year
- Net Debt decreased by $63 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.6% of market cap
- EV/EBITDA multiple is 15.6x compared to historical level (75th percentile) of 20x
- EV/Sales multiple is 0.8x

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

2025-07-31

#reports #CFLT

[Confluent, Inc.](https://eninvs.com/all.php?name=CFLT) (Software — Infrastructure) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189371)
(2025-07-30, After Market Close):

- Revenue +20% YoY (vs +24.9% in previous quarter and historical rate +30.1%)
- EBITDA margin -31.6% increased compared to -43.8% same period last year
- Net Debt decreased by $25 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0 bln (positive), 0.2% of market cap
- EV/Sales multiple is 6.1x

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

2025-07-31

#reports #BLKB

[Blackbaud](https://eninvs.com/all.php?name=BLKB) (Software provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189370)
(2025-07-30, Before Market Open):

- Revenue -2.1% YoY (vs -2.9% in previous quarter and historical rate +4.6%)
- EBITDA +6.8% YoY (vs +2.4% in previous quarter and historical rate +54.6%)
- EBITDA margin 27.8% increased compared to 25.4% same period last year
- Net Debt decreased by $48 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.8% of market cap
- EV/Sales multiple is 4.2x

At the opening of the session the share price went up +10.1% vs S&P500 +0.2%

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

2025-07-31

#reports #BLCO

[Bausch + Lomb Corporation](https://eninvs.com/all.php?name=BLCO) (Medical Instruments and Supplies) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189369)
(2025-07-30, Before Market Open):

- Revenue +4.9% YoY (vs +3.6% in previous quarter and historical rate +10.0%)
- EBITDA -65.4% YoY (vs -165.6% in previous quarter and historical rate -26.3%)
- EBITDA margin 0.7% decreased compared to 2.1% same period last year
- Net Debt increased by $62 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0.3 bln (negative), 7.0% of market cap
- EV/EBITDA multiple is 64.8x compared to historical level (75th percentile) of 27.4x
- EV/Sales multiple is 1.9x

At the opening of the session the share price went up +2.9% vs S&P500 +0.2%

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

2025-07-31

#reports #BHE

[Benchmark Electronics](https://eninvs.com/all.php?name=BHE) (Electronic Components) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue -3.6% YoY (vs -6.5% in previous quarter and historical rate +1.1%)
- EBITDA -15.4% YoY (vs -35.1% in previous quarter and historical rate +36.3%)
- EBITDA margin 5.1% decreased compared to 5.9% same period last year
- Net Debt increased by $20 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.9% of market cap
- EV/EBITDA multiple is 10.7x compared to historical level (75th percentile) of 10.6x
- EV/Sales multiple is 0.6x

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

2025-07-31

#reports #AXTA

[Axalta Coating Systems](https://eninvs.com/all.php?name=AXTA) (Paint and primer manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189368)
(2025-07-30, Before Market Open):

- Revenue -3.4% YoY (vs -2.5% in previous quarter and historical rate +4.0%)
- EBITDA -2.2% YoY (vs +30.2% in previous quarter and historical rate +12.1%)
- EBITDA margin 20.5% increased compared to 20.2% same period last year
- Net Debt decreased by $119 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 7.1x compared to historical level (75th percentile) of 10.6x
- EV/Sales multiple is 1.5x

At the opening of the session the share price went down -1.0% vs S&P500 +0.2%

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

2025-07-31

#reports #AWRE

[Aware](https://eninvs.com/all.php?name=AWRE) (Software — Application) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue 0% YoY (vs 0.0% in previous quarter and historical rate +4.6%)
- EBITDA margin -50.0% decreased compared to -25.0% same period last year
- Net Debt increased by $1 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$0 bln (negative), 3.9% of market cap
- EV/Sales multiple is 1.8x

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

2025-07-31

#reports #AWK

[American Water Works](https://eninvs.com/all.php?name=AWK) (Drinking water supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189367)
(2025-07-30, After Market Close):

- Revenue +11.1% YoY (vs +13.0% in previous quarter and historical rate +9.2%)
- EBITDA +11% YoY (vs +15.5% in previous quarter and historical rate +15.0%)
- EBITDA margin 58.4% has not changed compared to 58.4% same period last year
- Net Debt decreased by $441 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0.3 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 19.8x compared to historical level (75th percentile) of 22.4x
- EV/Sales multiple is 11.3x

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

2025-07-31

#reports #ANIK

[Anika Therapeutics](https://eninvs.com/all.php?name=ANIK) (Pain medication manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189365)
(2025-07-30, Before Market Open):

- Revenue -33.3% YoY (vs -36.6% in previous quarter and historical rate -5.5%)
- EBITDA -250% YoY (vs -400.0% in previous quarter and historical rate -14.8%)
- EBITDA margin -10.7% decreased compared to 4.8% same period last year
- EV/Sales multiple is 0.7x

At the opening of the session the share price went down -3.7% vs S&P500 +0.2%

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

2025-07-31

#reports #AMSC

[American Superconductor Corporation](https://eninvs.com/all.php?name=AMSC) (Specialty Industrial Machinery) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189364)
(2025-07-30, After Market Close):

- Revenue +80% YoY (vs +59.5% in previous quarter and historical rate +36.4%)
- EBITDA margin 9.7% increased compared to -5.0% same period last year
- Net Debt decreased by $128 mln over the past reporting period (7.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 7.1% of market cap
- EV/EBITDA multiple is 109.3x compared to historical level (75th percentile) of 685x
- EV/Sales multiple is 5.6x

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

2025-07-31

#reports #AMRN

[Amarin](https://eninvs.com/all.php?name=AMRN) (Biotechnology) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189363)
(2025-07-30, Before Market Open):

- Revenue +9% YoY (vs -26.3% in previous quarter and historical rate -21.9%)
- EBITDA margin -21.9% decreased compared to -1.5% same period last year
- Net Debt decreased by $17 mln over the past reporting period (5.5% of market cap)
- FCF (LTM) -$0 bln (negative), 8.1% of market cap
- EV/Sales multiple is 0.1x

At the opening of the session the share price went up +2.3% vs S&P500 +0.2%

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

2025-07-31

#reports #TENB
@ saas

[Tenable](https://eninvs.com/all.php?name=TENB) (Cyber security solution provider) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +11.8% YoY (vs +10.6% in previous quarter and historical rate +16.0%)
- EBITDA margin 1.2% increased compared to -1.4% same period last year
- Net Debt increased by $73 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) -$0 bln (negative), 1.2% of market cap
- EV/EBITDA multiple is 204.8x compared to historical level (75th percentile) of 297.8x
- EV/Sales multiple is 4.1x

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

2025-07-31

#reports #VICI
@ REITs

[VICI Properties](https://eninvs.com/all.php?name=VICI) (REIT — Diversified) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189429)
(2025-07-30, After Market Close):

- Revenue +4.6% YoY (vs +3.5% in previous quarter and historical rate +35.2%)
- EBITDA -5.1% YoY (vs -5.7% in previous quarter and historical rate +58.6%)
- EBITDA margin 90.8% decreased compared to 100.1% same period last year
- Net Debt increased by $183 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.4% of market cap
- EV/EBITDA multiple is 14.9x compared to historical level (75th percentile) of 32.8x
- EV/Sales multiple is 13.1x

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

2025-07-31

#reports #MAA
@ REITs

[Mid-America Apartment](https://eninvs.com/all.php?name=MAA) (Real estate investment trust) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +0.7% YoY (vs +0.9% in previous quarter and historical rate +5.4%)
- EBITDA +6% YoY (vs +16.6% in previous quarter and historical rate +23.8%)
- EBITDA margin 48.0% increased compared to 45.6% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.0% of market cap)
- FCF (LTM) -$0.3 bln (negative), 2.0% of market cap
- EV/EBITDA multiple is 19.2x compared to historical level (75th percentile) of 21.4x
- EV/Sales multiple is 10.4x

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

2025-07-31

#reports #INVH
@ REITs

[Invitation Homes](https://eninvs.com/all.php?name=INVH) (Real estate investment fund) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +4.3% YoY (vs +4.3% in previous quarter and historical rate +8.1%)
- EBITDA +3.9% YoY (vs +3.4% in previous quarter and historical rate +33.6%)
- EBITDA margin 82.7% decreased compared to 83.0% same period last year
- Net Debt increased by $21 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 11.5x compared to historical level (75th percentile) of 19.8x
- EV/Sales multiple is 9.5x

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

2025-07-31

#reports #EPR
@ REITs

[EPR Properties](https://eninvs.com/all.php?name=EPR) (REIT — Retail) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +2.9% YoY (vs +4.8% in previous quarter and historical rate +5.4%)
- EBITDA +26.4% YoY (vs +2.9% in previous quarter and historical rate +5.7%)
- EBITDA margin 86.0% increased compared to 69.9% same period last year
- Net Debt increased by $7 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 9.6x compared to historical level (75th percentile) of 9.5x
- EV/Sales multiple is 7x

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

2025-07-31

#reports #EBAY
@ e-commerce

[eBay](https://eninvs.com/all.php?name=EBAY) (Online trade platform ) reported for 2025 q2
(2025-07-30, After Market Close):

- Revenue +6.1% YoY (vs +1.1% in previous quarter and historical rate +1.5%)
- EBITDA -5.6% YoY (vs -1.7% in previous quarter and historical rate +31.2%)
- EBITDA margin 21.6% decreased compared to 24.3% same period last year
- Net Debt increased by $1 bln since the start of the year (2.4% of market cap)
- FCF (LTM) +$2.2 bln (positive), 5.0% of market cap
- EV/EBITDA multiple is 18x compared to historical level (75th percentile) of 16.2x
- EV/Sales multiple is 4.5x

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

2025-07-31

#reports #CHKP
@ cybersecurity

[Check Point Software Technolog](https://eninvs.com/all.php?name=CHKP) (Software developer and cyber security solutions provider) reported for 2025 q2
(2025-07-30, Before Market Open):

- Revenue +6.1% YoY (vs +6.5% in previous quarter and historical rate +5.6%)
- EBITDA -2.8% YoY (vs 0.0% in previous quarter and historical rate -1.1%)
- EBITDA margin 31.4% decreased compared to 34.3% same period last year
- Net Debt decreased by $62 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 25x compared to historical level (75th percentile) of 25.2x
- EV/Sales multiple is 8.5x

At the opening of the session the share price went down -6.9% vs S&P500 +0.2%

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

2025-07-30

#reports #XGN

[Exagen](https://eninvs.com/all.php?name=XGN) (Diagnostics and Research) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189354)
(2025-07-29, Before Market Open):

- Revenue +13.3% YoY (vs +7.1% in previous quarter and historical rate +11.5%)
- EBITDA margin -11.8% increased compared to -13.3% same period last year
- Net Debt decreased by $13 mln over the past reporting period (9.0% of market cap)
- FCF (LTM) -$0 bln (negative), 9.0% of market cap
- EV/Sales multiple is 2.4x

At the opening of the session the share price went up +7.8% vs S&P500 +0.2%

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

2025-07-30

#reports #VRNS

[Varonis Systems](https://eninvs.com/all.php?name=VRNS) (Software developer) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue +16.9% YoY (vs +19.3% in previous quarter and historical rate +21.6%)
- EBITDA margin -13.2% increased compared to -14.6% same period last year
- Net Debt decreased by $198 mln over the past reporting period (3.9% of market cap)
- FCF (LTM) -$0.4 bln (negative), 7.9% of market cap
- EV/Sales multiple is 8.5x

At the opening of the session the share price went up +2.7% vs S&P500 +0.2%

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

2025-07-30

#reports #TRS

[TriMas](https://eninvs.com/all.php?name=TRS) (Engergy services provider) reported for 2025 q2
(2025-07-29, Before Market Open):

- Revenue +14.1% YoY (vs +6.6% in previous quarter and historical rate +3.0%)
- EBITDA +32.1% YoY (vs +40.9% in previous quarter and historical rate -6.3%)
- EBITDA margin 13.5% increased compared to 11.6% same period last year
- Net Debt decreased by $6 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 16.9x compared to historical level (75th percentile) of 14.7x
- EV/Sales multiple is 2x

At the opening of the session the share price went up +15.9% vs S&P500 +0.2%

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

2025-07-30

#reports #TDOC

[Teladoc Health](https://eninvs.com/all.php?name=TDOC) (Health care provider) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue -1.6% YoY (vs -2.6% in previous quarter and historical rate +4.7%)
- EBITDA margin -7.9% increased compared to -130.7% same period last year
- Net Debt decreased by $37 mln over the past reporting period (5.4% of market cap)
- FCF (LTM) +$0 bln (positive), 4.8% of market cap
- EV/Sales multiple is 0.4x

At the opening of the session the share price went up +1.0% vs S&P500 +0.2%

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

2025-07-30

#reports #STX

[Seagate Technology](https://eninvs.com/all.php?name=STX) (Hard disk drives manufacturer) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue +29.5% YoY (vs +30.5% in previous quarter and historical rate -2.3%)
- EBITDA +61.8% YoY (vs +87.0% in previous quarter and historical rate +37.2%)
- EBITDA margin 25.8% increased compared to 20.7% same period last year
- Net Debt decreased by $228 mln over the past reporting period (0.7% of market cap)
- EV/EBITDA multiple is 14.6x compared to historical level (75th percentile) of 53x
- EV/Sales multiple is 3.9x

At the opening of the session the share price went down -7.6% vs S&P500 +0.2%

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

2025-07-30

#reports #SSTK

[Shutterstock](https://eninvs.com/all.php?name=SSTK) (Photo and video sharing platform) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189350)
(2025-07-29, Before Market Open):

- Revenue +21.4% YoY (vs +13.6% in previous quarter and historical rate +8.0%)
- EBITDA +35.7% YoY (vs -13.2% in previous quarter and historical rate +7.8%)
- EBITDA margin 21.3% increased compared to 19.1% same period last year
- Net Debt decreased by $5 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 4.7% of market cap
- EV/EBITDA multiple is 5.4x compared to historical level (75th percentile) of 11.4x
- EV/Sales multiple is 0.9x

At the opening of the session the share price went up +5.1% vs S&P500 +0.2%

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

2025-07-30

#reports #RMAX

[RE/MAX](https://eninvs.com/all.php?name=RMAX) (Real estate franchise service provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189347)
(2025-07-29, After Market Close):

- Revenue -6.4% YoY (vs -5.1% in previous quarter and historical rate -6.5%)
- EBITDA -12.5% YoY (vs 0.0% in previous quarter and historical rate +30.4%)
- EBITDA margin 28.8% decreased compared to 30.8% same period last year
- Net Debt decreased by $8 mln over the past reporting period (4.9% of market cap)
- FCF (LTM) +$0 bln (positive), 18.3% of market cap
- EV/EBITDA multiple is 0.2x compared to historical level (75th percentile) of 2.5x
- EV/Sales multiple is 0.1x

At the opening of the session the share price went down -4.0% vs S&P500 +0.2%

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

2025-07-30

#reports #RCL

[Royal Caribbean Cruises](https://eninvs.com/all.php?name=RCL) (Entertainment services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189346)
(2025-07-29, Before Market Open):

- Revenue +13.1% YoY (vs -35.3% in previous quarter and historical rate +60.0%)
- EBITDA +13.3% YoY (vs -90.3% in previous quarter and historical rate +101.3%)
- EBITDA margin 36.4% has not changed compared to 36.3% same period last year
- Net Debt decreased by $925 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$1.6 bln (positive), 1.9% of market cap
- EV/EBITDA multiple is 19.9x compared to historical level (75th percentile) of 17.4x
- EV/Sales multiple is 6.7x

At the opening of the session the share price went down -7.6% vs S&P500 +0.2%

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

2025-07-30

#reports #RCKY

[Rocky Brands](https://eninvs.com/all.php?name=RCKY) (Footwear and Accessories) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue +8.2% YoY (vs +0.9% in previous quarter and historical rate -7.9%)
- EBITDA +50% YoY (vs +10.0% in previous quarter and historical rate +24.5%)
- EBITDA margin 8.5% increased compared to 6.1% same period last year
- Net Debt increased by $3 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0 bln (positive), 14.3% of market cap
- EV/EBITDA multiple is 8.2x compared to historical level (75th percentile) of 10.3x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +26.4% vs S&P500 +0.2%

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

2025-07-30

#reports #QRVO

[Qorvo](https://eninvs.com/all.php?name=QRVO) (Analog integrated circuits manufacturer) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue -7.7% YoY (vs -7.7% in previous quarter and historical rate -2.9%)
- EBITDA +27.3% YoY (vs -4.9% in previous quarter and historical rate +8.3%)
- EBITDA margin 8.5% increased compared to 6.2% same period last year
- Net Debt decreased by $144 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 26.4x compared to historical level (75th percentile) of 44x
- EV/Sales multiple is 2.3x

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

2025-07-30

#reports #PEN

[Penumbra](https://eninvs.com/all.php?name=PEN) (Medical equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189342)
(2025-07-29, After Market Close):

- Revenue +13.4% YoY (vs +16.1% in previous quarter and historical rate +16.8%)
- EBITDA margin 14.5% increased compared to -24.4% same period last year
- Net Debt decreased by $46 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 54x compared to historical level (75th percentile) of 421.2x
- EV/Sales multiple is 6.7x

At the opening of the session the share price went up +10.7% vs S&P500 +0.2%

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

2025-07-30

#reports #PEB

[Pebblebrook Hotel Trust](https://eninvs.com/all.php?name=PEB) (REIT — Hotel and Motel) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189341)
(2025-07-29, After Market Close):

- Revenue +2.8% YoY (vs +1.9% in previous quarter and historical rate +7.6%)
- EBITDA -6.8% YoY (vs -10.7% in previous quarter and historical rate +13.5%)
- EBITDA margin 27.0% decreased compared to 29.7% same period last year
- Net Debt decreased by $56 mln over the past reporting period (4.1% of market cap)
- EV/EBITDA multiple is 12x compared to historical level (75th percentile) of 15.2x
- EV/Sales multiple is 2.4x

At the opening of the session the share price went up +2.3% vs S&P500 +0.2%

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

2025-07-30

#reports #NEOG

[Neogen](https://eninvs.com/all.php?name=NEOG) (Food testing equipment manufacturer) reported for 2025 q2
(2025-07-29, Before Market Open):

- Revenue -5.1% YoY (vs -3.5% in previous quarter and historical rate +23.7%)
- EBITDA -954.4% YoY (vs +105.9% in previous quarter and historical rate +11.0%)
- EBITDA margin -258.2% decreased compared to 28.7% same period last year
- Net Debt increased by $7 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0 bln (negative), 3.6% of market cap
- EV/Sales multiple is 2x

At the opening of the session the share price went down -8.5% vs S&P500 +0.2%

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

2025-07-30

#reports #NEO

[NeoGenomics](https://eninvs.com/all.php?name=NEO) (Network of clinical laboratories) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189338)
(2025-07-29, Before Market Open):

- Revenue +9.7% YoY (vs +7.7% in previous quarter and historical rate +12.2%)
- EBITDA margin -16.6% decreased compared to -2.4% same period last year
- Net Debt increased by $1 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0 bln (negative), 4.2% of market cap
- EV/Sales multiple is 1.3x

At the opening of the session the share price went down -18.0% vs S&P500 +0.2%

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

2025-07-30

#reports #MDLZ

[Mondelez International](https://eninvs.com/all.php?name=MDLZ) (Food and beverage manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189337)
(2025-07-29, After Market Close):

- Revenue +7.7% YoY (vs +0.2% in previous quarter and historical rate +7.7%)
- EBITDA +49.8% YoY (vs -67.0% in previous quarter and historical rate +14.6%)
- EBITDA margin 19.5% increased compared to 14.0% same period last year
- Net Debt increased by $2.8 bln since the start of the year (2.9% of market cap)
- FCF (LTM) -$1.9 bln (negative), 1.9% of market cap
- EV/EBITDA multiple is 22.2x compared to historical level (75th percentile) of 22.9x
- EV/Sales multiple is 3.7x

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

2025-07-30

#reports #LXU

[LSB Industries](https://eninvs.com/all.php?name=LXU) (Chemicals) reported for 2025 q2
(2025-07-28, After Market Close):

- Revenue +7.9% YoY (vs +3.6% in previous quarter and historical rate -7.9%)
- EBITDA -28.6% YoY (vs -58.6% in previous quarter and historical rate -43.2%)
- EBITDA margin 13.2% decreased compared to 20.0% same period last year
- Net Debt increased by $6 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0.1 bln (negative), 7.8% of market cap
- EV/Sales multiple is 2.1x

At the opening of the session the share price went up +0.3% vs S&P500 +0.2%

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

2025-07-30

#reports #LSTR

[Landstar System](https://eninvs.com/all.php?name=LSTR) (Logistic services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189334)
(2025-07-29, After Market Close):

- Revenue -1.1% YoY (vs -1.5% in previous quarter and historical rate -13.4%)
- EBITDA -18.1% YoY (vs -29.7% in previous quarter and historical rate -10.1%)
- EBITDA margin 5.6% decreased compared to 6.8% same period last year
- Net Debt increased by $38 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 16.8x compared to historical level (75th percentile) of 23x
- EV/Sales multiple is 0.9x

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

2025-07-30

#reports #LAD

[Lithia Motors](https://eninvs.com/all.php?name=LAD) (Vehicle seller) reported for 2025 q2
(2025-07-29, Before Market Open):

- Revenue +3.8% YoY (vs +7.3% in previous quarter and historical rate +12.3%)
- EBITDA +7.7% YoY (vs +17.8% in previous quarter and historical rate +4.9%)
- EBITDA margin 5.1% increased compared to 4.9% same period last year
- Net Debt increased by $446 mln over the past reporting period (5.3% of market cap)
- FCF (LTM) +$6.7 bln (positive), 80.4% of market cap
- EV/EBITDA multiple is 11.2x compared to historical level (75th percentile) of 14x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went down -1.9% vs S&P500 +0.2%

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

2025-07-30

#reports #KNSA

[Kiniksa Pharmaceuticals](https://eninvs.com/all.php?name=KNSA) (Biotechnology) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189307)
(2025-07-29, Before Market Open):

- Revenue +44% YoY (vs +72.5% in previous quarter and historical rate +80.9%)
- EBITDA margin 54.8% increased compared to 0.0% same period last year
- Net Debt decreased by $40 mln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$0 bln (positive), 2.1% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 37.7x
- EV/Sales multiple is 3.5x

At the opening of the session the share price went up +13.2% vs S&P500 +0.2%

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

2025-07-30

#reports #INCY

[Incyte](https://eninvs.com/all.php?name=INCY) (Small molecule drugs developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189331)
(2025-07-29, Before Market Open):

- Revenue +16.5% YoY (vs +19.5% in previous quarter and historical rate +11.6%)
- EBITDA margin 45.1% increased compared to -44.1% same period last year
- Net Debt decreased by $14 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$1 bln (positive), 6.4% of market cap
- EV/EBITDA multiple is 9.8x compared to historical level (75th percentile) of 56.8x
- EV/Sales multiple is 2.7x

At the opening of the session the share price went up +2.6% vs S&P500 +0.2%

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

2025-07-30

#reports #HUBB

[Hubbell](https://eninvs.com/all.php?name=HUBB) (Electrical and electronic products manufacturer) reported for 2025 q2
(2025-07-29, Before Market Open):

- Revenue +2.1% YoY (vs -2.4% in previous quarter and historical rate +6.1%)
- EBITDA +9.7% YoY (vs -0.7% in previous quarter and historical rate +29.3%)
- EBITDA margin 25.9% increased compared to 24.2% same period last year
- Net Debt decreased by $52 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 18.6x compared to historical level (75th percentile) of 19.6x
- EV/Sales multiple is 4.3x

At the opening of the session the share price went down -3.0% vs S&P500 +0.2%

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

2025-07-30

#reports #HRI

[Herc](https://eninvs.com/all.php?name=HRI) (Rental and Leasing Services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189329)
(2025-07-29, Before Market Open):

- Revenue +18.2% YoY (vs +7.1% in previous quarter and historical rate +17.9%)
- EBITDA -17.3% YoY (vs -29.2% in previous quarter and historical rate +48.9%)
- EBITDA margin 30.6% decreased compared to 43.8% same period last year
- Net Debt increased by $4.8 bln since the start of the year (130.8% of market cap)
- FCF (LTM) -$0.3 bln (negative), 7.1% of market cap
- EV/EBITDA multiple is 8x compared to historical level (75th percentile) of 8.8x
- EV/Sales multiple is 3.6x

At the opening of the session the share price went down -8.1% vs S&P500 +0.2%

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

2025-07-30

#reports #GTLS

[Chart Industries](https://eninvs.com/all.php?name=GTLS) (Industrial equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189328)
(2025-07-29, Before Market Open):

- Revenue +4% YoY (vs +5.4% in previous quarter and historical rate +49.1%)
- EBITDA +3% YoY (vs +22.3% in previous quarter and historical rate +75.0%)
- EBITDA margin 22.3% decreased compared to 22.5% same period last year
- Net Debt decreased by $75 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) +$0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 11.3x compared to historical level (75th percentile) of 22x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +15.8% vs S&P500 +0.2%

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

2025-07-30

#reports #GIC

[Global Industrial Company](https://eninvs.com/all.php?name=GIC) (Industrial Distribution) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189327)
(2025-07-29, After Market Close):

- Revenue +3.2% YoY (vs -0.6% in previous quarter and historical rate +5.4%)
- EBITDA +25% YoY (vs +5.3% in previous quarter and historical rate -6.7%)
- EBITDA margin 9.7% increased compared to 8.0% same period last year
- Net Debt increased by $11 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 13.6x
- EV/Sales multiple is 0.8x

At the opening of the session the share price went up +16.4% vs S&P500 +0.2%

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

2025-07-30

#reports #FRSH

[Freshworks Inc.](https://eninvs.com/all.php?name=FRSH) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189325)
(2025-07-29, After Market Close):

- Revenue +17.8% YoY (vs +18.8% in previous quarter and historical rate +21.6%)
- EBITDA margin 2.4% increased compared to -19.0% same period last year
- Net Debt increased by $66 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.9% of market cap
- EV/Sales multiple is 3.9x

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

2025-07-30

#reports #FLS

[Flowserve](https://eninvs.com/all.php?name=FLS) (Industrial equipment manufacturer) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue +2.7% YoY (vs +5.3% in previous quarter and historical rate +10.3%)
- EBITDA -29.7% YoY (vs +14.4% in previous quarter and historical rate +42.6%)
- EBITDA margin 14.0% decreased compared to 20.4% same period last year
- Net Debt decreased by $94 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.8% of market cap
- EV/EBITDA multiple is 15.5x compared to historical level (75th percentile) of 15.1x
- EV/Sales multiple is 1.8x

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

2025-07-30

#reports #FELE

[Franklin Electric Co](https://eninvs.com/all.php?name=FELE) (Electric motor manufacturer) reported for 2025 q2
(2025-07-29, Before Market Open):

- Revenue +8.1% YoY (vs -1.3% in previous quarter and historical rate +3.1%)
- EBITDA +11.8% YoY (vs -4.8% in previous quarter and historical rate +6.0%)
- EBITDA margin 17.7% increased compared to 17.1% same period last year
- Net Debt increased by $101 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) -$0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 15.2x compared to historical level (75th percentile) of 14.8x
- EV/Sales multiple is 2.3x

At the opening of the session the share price went up +1.7% vs S&P500 +0.2%

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

2025-07-30

#reports #ECL

[Ecolab](https://eninvs.com/all.php?name=ECL) ( Infection prevention solutions provider ) reported for 2025 q2
(2025-07-29, Before Market Open):

- Revenue +1% YoY (vs -1.5% in previous quarter and historical rate +5.2%)
- EBITDA +6.2% YoY (vs +4.8% in previous quarter and historical rate +16.7%)
- EBITDA margin 22.5% increased compared to 21.4% same period last year
- Net Debt decreased by $155 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.5 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 21.6x compared to historical level (75th percentile) of 24.5x
- EV/Sales multiple is 5.2x

At the opening of the session the share price went down -1.1% vs S&P500 +0.2%

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2025-07-30

#reports #CWH

[Camping World](https://eninvs.com/all.php?name=CWH) (Camping retailer) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue +9.4% YoY (vs +3.7% in previous quarter and historical rate -3.8%)
- EBITDA +33.9% YoY (vs +79.2% in previous quarter and historical rate +2.3%)
- EBITDA margin 7.8% increased compared to 6.4% same period last year
- Net Debt decreased by $141 mln over the past reporting period (12.8% of market cap)
- FCF (LTM) -$0 bln (negative), 3.3% of market cap
- EV/EBITDA multiple is 16.6x compared to historical level (75th percentile) of 19.6x
- EV/Sales multiple is 0.8x

At the opening of the session the share price went down -10.0% vs S&P500 +0.2%

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2025-07-30

#reports #CAR

[Avis Budget](https://eninvs.com/all.php?name=CAR) (Rental and Leasing Services) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue -0.3% YoY (vs -4.7% in previous quarter and historical rate +1.3%)
- EBITDA -4.4% YoY (vs -12.8% in previous quarter and historical rate -10.7%)
- EBITDA margin 36.8% decreased compared to 38.3% same period last year
- Net Debt increased by $2.7 bln since the start of the year (58.9% of market cap)
- FCF (LTM) +$2.3 bln (positive), 51.1% of market cap
- EV/EBITDA multiple is 6.8x compared to historical level (75th percentile) of 4.9x
- EV/Sales multiple is 2x

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2025-07-30

#reports #ATRC

[AtriCure](https://eninvs.com/all.php?name=ATRC) (Atrial Fibrillation Device Supplier) reported for 2025 q2
(2025-07-29, After Market Close):

- Revenue +17.2% YoY (vs +13.8% in previous quarter and historical rate +18.2%)
- EBITDA margin -2.2% increased compared to -3.4% same period last year
- Net Debt decreased by $19 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0 bln (negative), 1.2% of market cap
- EV/Sales multiple is 2.8x

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2025-07-30

#reports #ALKS

[Alkermes](https://eninvs.com/all.php?name=ALKS) (Biotechnology) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189308)
(2025-07-29, Before Market Open):

- Revenue -2% YoY (vs -12.3% in previous quarter and historical rate +13.9%)
- EBITDA -30.4% YoY (vs +40.0% in previous quarter and historical rate +59.6%)
- EBITDA margin 10.0% decreased compared to 14.0% same period last year
- Net Debt increased by $467 mln over the past reporting period (10.6% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.5% of market cap
- EV/EBITDA multiple is 10.5x compared to historical level (75th percentile) of 18x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +5.2% vs S&P500 +0.2%

Switch to company model in classical logic    *