2025-04-29

#reports #WM

[Waste Management](https://eninvs.com/all.php?name=WM) (Environmental service provider) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +16.7% YoY (vs +13.0% in previous quarter and historical rate +7.5%)
- EBITDA +9.1% YoY (vs +19.8% in previous quarter and historical rate +8.5%)
- EBITDA margin 27.7% decreased compared to 29.7% same period last year
- Net Debt increased by $23.6 bln since the start of the year (25.0% of market cap)
- FCF (LTM) -$0.3 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 18.3x compared to historical level (75th percentile) of 17.3x
- EV/Sales multiple is 5.2x

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

2025-04-29

#reports #SSD

[Simpson Manufacturing](https://eninvs.com/all.php?name=SSD) (Building products manufacturer) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +1.5% YoY (vs +3.0% in previous quarter and historical rate +10.2%)
- EBITDA +6.1% YoY (vs +10.9% in previous quarter and historical rate +5.6%)
- EBITDA margin 22.6% increased compared to 21.7% same period last year
- Net Debt increased by $90 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 13x compared to historical level (75th percentile) of 14.6x
- EV/Sales multiple is 3x

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

2025-04-29

#reports #ROP

[Roper Technologies](https://eninvs.com/all.php?name=ROP) (Industrial equipment manufacturer) reported for 2025 q1
(2025-04-28, Before Market Open):

- Revenue +12% YoY (vs +16.3% in previous quarter and historical rate +6.6%)
- EBITDA +9.2% YoY (vs +15.0% in previous quarter and historical rate -4.5%)
- EBITDA margin 28.4% decreased compared to 29.1% same period last year
- Net Debt decreased by $351 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.4 bln (positive), 0.8% of market cap
- EV/EBITDA multiple is 31.4x compared to historical level (75th percentile) of 34.9x
- EV/Sales multiple is 9.1x

At the opening of the session the share price went down -3.5% vs S&P500 +0.1%

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

2025-04-29

#reports #RMBS

[Rambus](https://eninvs.com/all.php?name=RMBS) (Semiconductors) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +41.5% YoY (vs +32.0% in previous quarter and historical rate +20.6%)
- EBITDA margin 0.6% increased compared to -27.1% same period last year
- Net Debt decreased by $33 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 20.7x compared to historical level (75th percentile) of 125.8x
- EV/Sales multiple is 8.4x

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

2025-04-29

#reports #OSTK

[Overstock](https://eninvs.com/all.php?name=OSTK) (Online-retailer) reported for 2025 q1
(2023-10-26, Before Market Open):

- Revenue -39.3% YoY (vs -21.1% in previous quarter and historical rate -21.4%)
- EBITDA margin -8.2% increased compared to -14.1% same period last year
- Net Debt increased by $44 mln over the past reporting period (5.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 13.9% of market cap
- EV/Sales multiple is 0.6x

At the opening of the session the share price went down -1.0%

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

2025-04-29

#reports #NRC

[National Research](https://eninvs.com/all.php?name=NRC) (Diagnostics and Research) reported for 2025 q1
(2025-04-29, After Market Close):

- Revenue -2.9% YoY (vs -2.6% in previous quarter and historical rate -1.8%)
- EBITDA 0% YoY (vs -15.4% in previous quarter and historical rate -9.6%)
- EBITDA margin 29.4% increased compared to 28.6% same period last year
- Net Debt increased by $5 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$0 bln (negative), 7.1% of market cap
- EV/EBITDA multiple is 7.7x compared to historical level (75th percentile) of 21.6x
- EV/Sales multiple is 2.2x

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

2025-04-29

#reports #HLIT

[Harmonic](https://eninvs.com/all.php?name=HLIT) (Communication Equipment) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +9% YoY (vs +32.9% in previous quarter and historical rate +10.0%)
- EBITDA margin 9.8% increased compared to -4.9% same period last year
- Net Debt decreased by $47 mln over the past reporting period (4.3% of market cap)
- FCF (LTM) +$0 bln (positive), 3.5% of market cap
- EV/EBITDA multiple is 11.4x compared to historical level (75th percentile) of 39.3x
- EV/Sales multiple is 1.6x

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

2025-04-29

#reports #FFIV

[F5 Networks](https://eninvs.com/all.php?name=FFIV) (Maintains websites and applications) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +7.3% YoY (vs +10.5% in previous quarter and historical rate +19.7%)
- EBITDA +7.7% YoY (vs +17.5% in previous quarter and historical rate +31.9%)
- EBITDA margin 24.8% has not changed compared to 24.7% same period last year
- Net Debt decreased by $115 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 12.6x compared to historical level (75th percentile) of 17x
- EV/Sales multiple is 3x

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

2025-04-29

#reports #DPZ

[Dominos Pizza](https://eninvs.com/all.php?name=DPZ) (Stores owner ) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183342)
(2025-02-24, Before Market Open):

- Revenue +2.5% YoY (vs -26.9% in previous quarter and historical rate +24.9%)
- EBITDA 0% YoY (vs -45.5% in previous quarter and historical rate +28.2%)
- EBITDA margin 20.7% decreased compared to 21.2% same period last year
- Net Debt decreased by $142 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 16.4x compared to historical level (75th percentile) of 20.6x
- EV/Sales multiple is 3.3x

At the opening of the session the share price went down -4.6% vs S&P500 +0.2%

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

2025-04-29

#reports #CDNS

[Cadence Design Systems](https://eninvs.com/all.php?name=CDNS) (Software developer) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +23.1% YoY (vs +26.8% in previous quarter and historical rate +15.8%)
- EBITDA +42.8% YoY (vs +36.5% in previous quarter and historical rate +19.6%)
- EBITDA margin 33.3% increased compared to 28.7% same period last year
- Net Debt decreased by $133 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 46.3x compared to historical level (75th percentile) of 57.5x
- EV/Sales multiple is 15.9x

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

2025-04-29

#reports #SBAC
@ REITs

[SBA Communications](https://eninvs.com/all.php?name=SBAC) (Real estate investment fund) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue +0.9% YoY (vs +2.8% in previous quarter and historical rate +4.3%)
- EBITDA 0% YoY (vs +17.3% in previous quarter and historical rate +46.9%)
- EBITDA margin 60.2% decreased compared to 60.8% same period last year
- Net Debt decreased by $1.6 bln since the start of the year (6.6% of market cap)
- FCF (LTM) -$2.5 bln (negative), 10.2% of market cap
- EV/EBITDA multiple is 23.2x compared to historical level (75th percentile) of 25.6x
- EV/Sales multiple is 14.8x

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

2025-04-29

#reports #NXPI
@ internet-of-things

[NXP Semiconductors](https://eninvs.com/all.php?name=NXPI) (Semiconductor and software developer) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue -9.3% YoY (vs -9.1% in previous quarter and historical rate +2.5%)
- EBITDA -14.6% YoY (vs -20.6% in previous quarter and historical rate +1.3%)
- EBITDA margin 32.9% decreased compared to 34.9% same period last year
- Net Debt increased by $182 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0.9 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 13.9x compared to historical level (75th percentile) of 14.3x
- EV/Sales multiple is 4.7x

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

2025-04-29

#reports #AMKR

[Amkor Technology](https://eninvs.com/all.php?name=AMKR) (Semiconductors) reported for 2025 q1
(2025-04-28, After Market Close):

- Revenue -3.2% YoY (vs -7.0% in previous quarter and historical rate -0.4%)
- EBITDA -15.1% YoY (vs +1.6% in previous quarter and historical rate -8.8%)
- EBITDA margin 14.0% decreased compared to 16.0% same period last year
- Net Debt increased by $70 mln over the past reporting period (1.6% of market cap)
- FCF (LTM) -$0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 3.9x compared to historical level (75th percentile) of 6.5x
- EV/Sales multiple is 0.6x

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

2025-04-26

#reports #EAF

[GrafTech International](https://eninvs.com/all.php?name=EAF) ( Carbon based products manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183286)
(2025-04-25, Before Market Open):

- Revenue -18.2% YoY (vs -2.2% in previous quarter and historical rate -25.3%)
- EBITDA margin -6.3% increased compared to -7.3% same period last year
- Net Debt increased by $67 mln over the past reporting period (36.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 36.9% of market cap
- EV/Sales multiple is 1.9x

At the opening of the session the share price went down -10.9% vs S&P500 +0.1%

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

2025-04-26

#reports #AVTR

[Avantor](https://eninvs.com/all.php?name=AVTR) (Chemicals and reagents manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183280)
(2025-04-25, Before Market Open):

- Revenue -5.9% YoY (vs -2.1% in previous quarter and historical rate -3.9%)
- EBITDA +0.4% YoY (vs +160.2% in previous quarter and historical rate +32.1%)
- EBITDA margin 15.6% increased compared to 14.6% same period last year
- Net Debt decreased by $13 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$1.3 bln (positive), 15.0% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (75th percentile) of 19.6x
- EV/Sales multiple is 1.9x

At the opening of the session the share price went down -12.5% vs S&P500 +0.1%

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

2025-04-25

#reports #WST

[West Pharmaceutical Services](https://eninvs.com/all.php?name=WST) (Drug packaging and delivery systems developer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183192)
(2025-04-24, Before Market Open):

- Revenue +0.4% YoY (vs +2.3% in previous quarter and historical rate +0.2%)
- EBITDA -68.4% YoY (vs +29.4% in previous quarter and historical rate +27.4%)
- EBITDA margin 21.1% decreased compared to 66.9% same period last year
- Net Debt decreased by $101 mln over the past reporting period (0.6% of market cap)
- EV/EBITDA multiple is 9.4x compared to historical level (75th percentile) of 17.5x
- EV/Sales multiple is 5.4x

At the opening of the session the share price went up +1.4% vs S&P500 +0.1%

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

2025-04-25

#reports #VRSN

[VeriSign](https://eninvs.com/all.php?name=VRSN) (Domain name registrar) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183191)
(2025-04-24, After Market Close):

- Revenue +4.7% YoY (vs +3.9% in previous quarter and historical rate +5.3%)
- EBITDA +7.3% YoY (vs +3.0% in previous quarter and historical rate +6.3%)
- EBITDA margin 69.7% increased compared to 68.0% same period last year
- Net Debt decreased by $54 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 26.9x compared to historical level (75th percentile) of 23.4x
- EV/Sales multiple is 18x

At the opening of the session the share price went up +5.6% vs S&P500 +0.1%

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

2025-04-25

#reports #TSCO

[Tractor Supply](https://eninvs.com/all.php?name=TSCO) (Farm products supplier) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue +2.1% YoY (vs +3.1% in previous quarter and historical rate +5.1%)
- EBITDA +0.5% YoY (vs 0.0% in previous quarter and historical rate +8.6%)
- EBITDA margin 10.6% decreased compared to 10.8% same period last year
- Net Debt increased by $357 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.6 bln (negative), 2.3% of market cap
- EV/EBITDA multiple is 16.8x compared to historical level (75th percentile) of 17.7x
- EV/Sales multiple is 2.1x

At the opening of the session the share price went down -4.3% vs S&P500 +0.1%

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

2025-04-25

#reports #TRU

[TransUnion](https://eninvs.com/all.php?name=TRU) (Banking service provider) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue +7.3% YoY (vs +8.7% in previous quarter and historical rate +9.4%)
- EBITDA +35.1% YoY (vs +11.6% in previous quarter and historical rate +2.5%)
- EBITDA margin 35.9% increased compared to 28.5% same period last year
- Net Debt increased by $58 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 15.6x compared to historical level (75th percentile) of 28.6x
- EV/Sales multiple is 4.8x

At the opening of the session the share price went up +2.0% vs S&P500 +0.1%

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

2025-04-25

#reports #TPH

[Tri Pointe Homes](https://eninvs.com/all.php?name=TPH) (House builder ) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue -21.9% YoY (vs -1.0% in previous quarter and historical rate +3.7%)
- EBITDA -33.1% YoY (vs -5.4% in previous quarter and historical rate +10.1%)
- EBITDA margin 10.9% decreased compared to 12.7% same period last year
- Net Debt increased by $315 mln over the past reporting period (11.0% of market cap)
- FCF (LTM) +$0.5 bln (positive), 17.4% of market cap
- EV/EBITDA multiple is 3.3x compared to historical level (75th percentile) of 5.9x
- EV/Sales multiple is 0.4x

At the opening of the session the share price went up +2.1% vs S&P500 +0.1%

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

2025-04-25

#reports #TMUS

[T-Mobile](https://eninvs.com/all.php?name=TMUS) (Network services provider) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183184)
(2025-04-24, After Market Close):

- Revenue +6.6% YoY (vs +6.8% in previous quarter and historical rate +0.9%)
- EBITDA +8.5% YoY (vs +13.8% in previous quarter and historical rate +15.2%)
- EBITDA margin 38.3% increased compared to 37.6% same period last year
- Net Debt increased by $402 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$10.1 bln (positive), 3.3% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 13.2x
- EV/Sales multiple is 4.9x

At the opening of the session the share price went down -8.3% vs S&P500 +0.1%

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

2025-04-25

#reports #STRA

[Strategic Education](https://eninvs.com/all.php?name=STRA) (Educational service provider) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183182)
(2025-04-24, Before Market Open):

- Revenue +4.8% YoY (vs +2.6% in previous quarter and historical rate +4.1%)
- EBITDA -1.9% YoY (vs -29.9% in previous quarter and historical rate +19.9%)
- EBITDA margin 16.8% decreased compared to 17.9% same period last year
- Net Debt decreased by $4 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 15.7x
- EV/Sales multiple is 1.5x

At the opening of the session the share price went up +11.8% vs S&P500 +0.1%

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

2025-04-25

#reports #SSNC

[SS&C Technologies](https://eninvs.com/all.php?name=SSNC) (Software developer) reported for 2025 q1
(2025-04-24, After Market Close):

- Revenue +5.5% YoY (vs +8.4% in previous quarter and historical rate +5.3%)
- EBITDA +6.2% YoY (vs +6.0% in previous quarter and historical rate +2.8%)
- EBITDA margin 34.9% increased compared to 34.7% same period last year
- Net Debt decreased by $117 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 12.7x
- EV/Sales multiple is 4.4x

At the opening of the session the share price went down -6.2% vs S&P500 +0.1%

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

2025-04-25

#reports #SPSC

[SPS Commerce](https://eninvs.com/all.php?name=SPSC) (Logistics service provider) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183180)
(2025-04-24, After Market Close):

- Revenue +21.3% YoY (vs +17.9% in previous quarter and historical rate +18.7%)
- EBITDA +55% YoY (vs +10.7% in previous quarter and historical rate +14.2%)
- EBITDA margin 17.0% increased compared to 13.3% same period last year
- Net Debt increased by $146 mln over the past reporting period (2.8% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.0% of market cap
- EV/EBITDA multiple is 40.3x compared to historical level (75th percentile) of 68.2x
- EV/Sales multiple is 7.7x

At the opening of the session the share price went down -3.6% vs S&P500 +0.1%

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

2025-04-25

#reports #SKX

[Skechers U.S.A.](https://eninvs.com/all.php?name=SKX) (Shoe seller) reported for 2025 q1
(2025-04-24, After Market Close):

- Revenue +7.1% YoY (vs +12.8% in previous quarter and historical rate +11.1%)
- EBITDA -10.8% YoY (vs +26.9% in previous quarter and historical rate +22.1%)
- EBITDA margin 11.7% decreased compared to 14.0% same period last year
- Net Debt increased by $377 mln over the past reporting period (5.0% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.5% of market cap
- EV/EBITDA multiple is 8.8x compared to historical level (75th percentile) of 14.3x
- EV/Sales multiple is 1x

At the opening of the session the share price went down -4.4% vs S&P500 +0.1%

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

2025-04-25

#reports #SHYF

[Shyft Group Inc/The](https://eninvs.com/all.php?name=SHYF) (Farm and Heavy Construction Machinery) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183178)
(2025-04-24, Before Market Open):

- Revenue +3.5% YoY (vs -0.5% in previous quarter and historical rate -6.1%)
- EBITDA +133.3% YoY (vs +200.0% in previous quarter and historical rate +19.8%)
- EBITDA margin 3.4% increased compared to 1.5% same period last year
- Net Debt increased by $16 mln over the past reporting period (5.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 17.7% of market cap
- EV/EBITDA multiple is 16.2x compared to historical level (75th percentile) of 27.2x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +25.0% vs S&P500 +0.1%

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

2025-04-25

#reports #SAM

[The Boston Beer Company](https://eninvs.com/all.php?name=SAM) (Alcoholic beverages supplier) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183177)
(2025-04-24, After Market Close):

- Revenue +6.6% YoY (vs -20.6% in previous quarter and historical rate +2.4%)
- EBITDA +46.2% YoY (vs -3400.0% in previous quarter and historical rate +35.4%)
- EBITDA margin 12.6% increased compared to 9.2% same period last year
- Net Debt increased by $70 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) -$0 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 15.1x compared to historical level (75th percentile) of 25.4x
- EV/Sales multiple is 1.4x

At the opening of the session the share price went down -1.1% vs S&P500 +0.1%

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

2025-04-25

#reports #RES

[RPC](https://eninvs.com/all.php?name=RES) (Oil and Gas Equipment and Services) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183175)
(2025-04-24, Before Market Open):

- Revenue -11.9% YoY (vs -15.2% in previous quarter and historical rate +21.4%)
- EBITDA -47.5% YoY (vs -41.8% in previous quarter and historical rate +45.8%)
- EBITDA margin 6.3% decreased compared to 10.6% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 10.1% of market cap
- EV/EBITDA multiple is 4.1x compared to historical level (75th percentile) of 5.3x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +8.4% vs S&P500 +0.1%

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

2025-04-25

#reports #PTEN

[Patterson-UTI Energy](https://eninvs.com/all.php?name=PTEN) (Oil and Gas Drilling) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue -18.9% YoY (vs -35.8% in previous quarter and historical rate +35.6%)
- EBITDA -15.6% YoY (vs +89.2% in previous quarter and historical rate +89.1%)
- EBITDA margin 40.2% increased compared to 38.6% same period last year
- Net Debt increased by $15 mln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$0.2 bln (positive), 11.5% of market cap
- EV/EBITDA multiple is 1.4x compared to historical level (75th percentile) of 3.8x
- EV/Sales multiple is 0.8x

At the opening of the session the share price went up +5.6% vs S&P500 +0.1%

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

2025-04-25

#reports #PRCT

[PROCEPT BioRobotics Corporation](https://eninvs.com/all.php?name=PRCT) (Medical Devices) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue +53.3% YoY (vs +54.5% in previous quarter and historical rate +77.5%)
- EBITDA margin -39.1% increased compared to -60.0% same period last year
- Net Debt increased by $15 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.7% of market cap
- EV/Sales multiple is 8.5x

At the opening of the session the share price went up +8.0% vs S&P500 +0.1%

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

2025-04-25

#reports #POOL

[Pool](https://eninvs.com/all.php?name=POOL) (Pool equipment distributer) reported for 2025 q1
(2025-02-20, Before Market Open):

- Revenue -4.4% YoY (vs -1.6% in previous quarter and historical rate -2.2%)
- EBITDA -24.4% YoY (vs -18.9% in previous quarter and historical rate -14.6%)
- EBITDA margin 8.4% decreased compared to 10.6% same period last year
- Net Debt increased by $81 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 19.2x compared to historical level (75th percentile) of 20.6x
- EV/Sales multiple is 2.3x

At the opening of the session the share price went up +5.0% vs S&P500 -0.1%

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

2025-04-25

#reports #PECO

[Phillips Edison & Company, Inc.](https://eninvs.com/all.php?name=PECO) (REIT — Retail) reported for 2025 q1
(2025-04-24, After Market Close):

- Revenue +10.6% YoY (vs +12.3% in previous quarter and historical rate +7.7%)
- EBITDA +10.6% YoY (vs +13.3% in previous quarter and historical rate +46.2%)
- EBITDA margin 64.6% has not changed compared to 64.6% same period last year
- Net Debt increased by $162 mln over the past reporting period (4.2% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.8% of market cap
- EV/EBITDA multiple is 14.7x compared to historical level (75th percentile) of 17x
- EV/Sales multiple is 9.5x

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

2025-04-25

#reports #NVCR

[Novocure](https://eninvs.com/all.php?name=NVCR) (Medical services provider) reported for 2025 q1
(2025-02-27, Before Market Open):

- Revenue +11.5% YoY (vs +20.1% in previous quarter and historical rate +5.4%)
- EBITDA margin -24.5% increased compared to -30.2% same period last year
- Net Debt increased by $52 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.5% of market cap
- EV/Sales multiple is 2.8x

At the opening of the session the share price went down -8.4% vs S&P500 +0.3%

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

2025-04-25

#reports #MPX

[Marine Products Corporation](https://eninvs.com/all.php?name=MPX) (Recreational Vehicles) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183171)
(2025-04-24, Before Market Open):

- Revenue -14.5% YoY (vs -32.4% in previous quarter and historical rate -2.5%)
- EBITDA -40% YoY (vs -33.3% in previous quarter and historical rate -7.5%)
- EBITDA margin 5.1% decreased compared to 7.2% same period last year
- Net Debt decreased by $5 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0 bln (negative), 9.8% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 9.2x
- EV/Sales multiple is 1.1x

At the opening of the session the share price went down -2.1% vs S&P500 +0.1%

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

2025-04-25

#reports #MMSI

[Merit Medical Systems](https://eninvs.com/all.php?name=MMSI) (Medical instrument manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183170)
(2025-02-25, After Market Close):

- Revenue +9.6% YoY (vs +9.2% in previous quarter and historical rate +8.1%)
- EBITDA +16.7% YoY (vs +14.0% in previous quarter and historical rate +26.3%)
- EBITDA margin 19.7% increased compared to 18.5% same period last year
- Net Debt increased by $5 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.4% of market cap
- EV/EBITDA multiple is 22.1x compared to historical level (75th percentile) of 25.3x
- EV/Sales multiple is 4.3x

At the opening of the session the share price went down -3.5% vs S&P500 +0.2%

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

2025-04-25

#reports #SKYW
@ airlines

[SkyWest](https://eninvs.com/all.php?name=SKYW) (Airlines) reported for 2025 q1
(2025-04-24, After Market Close):

- Revenue +17.9% YoY (vs +25.5% in previous quarter and historical rate +8.8%)
- EBITDA +17.4% YoY (vs +94.3% in previous quarter and historical rate +28.3%)
- EBITDA margin 24.2% has not changed compared to 24.3% same period last year
- Net Debt decreased by $62 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.7% of market cap
- EV/EBITDA multiple is 6x compared to historical level (75th percentile) of 9x
- EV/Sales multiple is 1.5x

At the opening of the session the share price went up +1.3% vs S&P500 +0.1%

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

2025-04-25

#reports #MTLS

[Materialise NV](https://eninvs.com/all.php?name=MTLS) (Software — Application) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=6&id=210744)
(2025-04-24, Before Market Open):

- Revenue +4.3% YoY (vs -5.6% in previous quarter and historical rate +5.9%)
- EBITDA 0% YoY (vs 0.0% in previous quarter and historical rate -10.0%)
- EBITDA margin 12.5% decreased compared to 13.0% same period last year
- Net Debt decreased by $1 mln over the past reporting period (0.3% of market cap)
- EV/EBITDA multiple is 11.8x compared to historical level (75th percentile) of 16.5x
- EV/Sales multiple is 1.1x

At the opening of the session the share price went up +7.6% vs S&P500 +0.1%

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

2025-04-25

#reports #LKQ

[LKQ](https://eninvs.com/all.php?name=LKQ) (Automotive products and services provider) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue -6.5% YoY (vs -4.1% in previous quarter and historical rate +2.4%)
- EBITDA -3.1% YoY (vs 0.0% in previous quarter and historical rate -2.4%)
- EBITDA margin 10.9% increased compared to 10.5% same period last year
- Net Debt increased by $1.2 bln since the start of the year (11.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.6% of market cap
- EV/EBITDA multiple is 7.4x compared to historical level (75th percentile) of 9.3x
- EV/Sales multiple is 0.8x

At the opening of the session the share price went down -4.2% vs S&P500 +0.1%

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

2025-04-25

#reports #ITGR

[Integer Corporation](https://eninvs.com/all.php?name=ITGR) (Medical device manufacturer) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue +5.3% YoY (vs +5.1% in previous quarter and historical rate +12.0%)
- EBITDA +17.9% YoY (vs +21.4% in previous quarter and historical rate +22.3%)
- EBITDA margin 18.1% increased compared to 16.1% same period last year
- Net Debt increased by $271 mln over the past reporting period (6.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.2% of market cap
- EV/EBITDA multiple is 16.2x compared to historical level (75th percentile) of 18.4x
- EV/Sales multiple is 3.1x

At the opening of the session the share price went up +5.4% vs S&P500 +0.1%

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

2025-04-25

#reports #HZO

[MarineMax](https://eninvs.com/all.php?name=HZO) (Specialty Retail) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183161)
(2025-04-24, Before Market Open):

- Revenue +8.4% YoY (vs -11.2% in previous quarter and historical rate +3.2%)
- EBITDA +29.6% YoY (vs +183.3% in previous quarter and historical rate +7.6%)
- EBITDA margin 5.5% increased compared to 4.6% same period last year
- Net Debt decreased by $42 mln over the past reporting period (8.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 21.8% of market cap
- EV/EBITDA multiple is 7.7x compared to historical level (75th percentile) of 9.6x
- EV/Sales multiple is 0.7x

At the opening of the session the share price went up +6.5% vs S&P500 +0.1%

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

2025-04-25

#reports #HAS

[Hasbro](https://eninvs.com/all.php?name=HAS) (Entertainment products manufacturer) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue +17.2% YoY (vs -14.5% in previous quarter and historical rate -11.8%)
- EBITDA +43.5% YoY (vs +8400.0% in previous quarter and historical rate +22.6%)
- EBITDA margin 20.1% increased compared to 16.4% same period last year
- Net Debt increased by $24 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 14x compared to historical level (75th percentile) of 32.7x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +8.7% vs S&P500 +0.1%

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

2025-04-25

#reports #FCN

[FTI Consulting](https://eninvs.com/all.php?name=FCN) (Public relations agency) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183156)
(2025-04-24, Before Market Open):

- Revenue -3.3% YoY (vs -3.2% in previous quarter and historical rate +9.5%)
- EBITDA -19.1% YoY (vs -50.8% in previous quarter and historical rate +21.0%)
- EBITDA margin 9.9% decreased compared to 11.8% same period last year
- Net Debt increased by $631 mln over the past reporting period (11.1% of market cap)
- FCF (LTM) -$0 bln (negative), 0.1% of market cap
- EV/EBITDA multiple is 15.7x compared to historical level (75th percentile) of 19.9x
- EV/Sales multiple is 1.6x

At the opening of the session the share price went up +0.9% vs S&P500 +0.1%

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

2025-04-25

#reports #FARO

[FARO Technologies](https://eninvs.com/all.php?name=FARO) (Software and portable measuring devices supplie) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183155)
(2025-02-24, After Market Close):

- Revenue -1.2% YoY (vs -5.1% in previous quarter and historical rate +0.7%)
- EBITDA margin 9.6% increased compared to -2.4% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 18.7x compared to historical level (75th percentile) of 97.4x
- EV/Sales multiple is 1.6x

At the opening of the session the share price went up +17.3% vs S&P500 -0.4%

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

2025-04-25

#reports #EHC

[Encompass Health Corporation](https://eninvs.com/all.php?name=EHC) (Medical services provider) reported for 2025 q1
(2025-04-24, After Market Close):

- Revenue +10.6% YoY (vs +12.7% in previous quarter and historical rate +2.4%)
- EBITDA +27.7% YoY (vs +18.7% in previous quarter and historical rate +14.5%)
- EBITDA margin 21.9% increased compared to 18.9% same period last year
- Net Debt decreased by $63 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 15x
- EV/Sales multiple is 2.5x

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

2025-04-25

#reports #DOV

[Dover](https://eninvs.com/all.php?name=DOV) ( Industrial products manufacturer ) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183153)
(2025-04-24, Before Market Open):

- Revenue -10.9% YoY (vs -8.4% in previous quarter and historical rate -0.4%)
- EBITDA +1.3% YoY (vs -12.6% in previous quarter and historical rate +1.6%)
- EBITDA margin 20.6% increased compared to 18.1% same period last year
- Net Debt increased by $82 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$1.9 bln (positive), 8.0% of market cap
- EV/EBITDA multiple is 15x compared to historical level (75th percentile) of 16.3x
- EV/Sales multiple is 3.1x

At the opening of the session the share price went down -2.2% vs S&P500 +0.1%

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

2025-04-25

#reports #COUR

[Coursera, Inc.](https://eninvs.com/all.php?name=COUR) (Education and Training Services) reported for 2025 q1
(2025-04-24, After Market Close):

- Revenue +5.9% YoY (vs +5.9% in previous quarter and historical rate +16.6%)
- EBITDA margin -3.9% increased compared to -13.6% same period last year
- Net Debt decreased by $22 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) +$0 bln (positive), 2.2% of market cap
- EV/Sales multiple is 0.5x

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

2025-04-25

#reports #ALLE

[Allegion](https://eninvs.com/all.php?name=ALLE) ( Security products provider ) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183142)
(2025-02-18, Before Market Open):

- Revenue +5.4% YoY (vs +5.5% in previous quarter and historical rate +10.1%)
- EBITDA +12.4% YoY (vs +13.8% in previous quarter and historical rate +14.0%)
- EBITDA margin 24.0% increased compared to 22.5% same period last year
- Net Debt decreased by $42 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.1% of market cap
- EV/EBITDA multiple is 15.1x compared to historical level (75th percentile) of 16.4x
- EV/Sales multiple is 3.7x

At the opening of the session the share price went down -1.8% vs S&P500 +0.1%

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

2025-04-25

#reports #ADT

[ADT](https://eninvs.com/all.php?name=ADT) (Security and Protection Services) reported for 2025 q1
(2025-04-24, Before Market Open):

- Revenue +4.8% YoY (vs +3.1% in previous quarter and historical rate -1.8%)
- EBITDA +73.7% YoY (vs +18.5% in previous quarter and historical rate +34.7%)
- EBITDA margin 22.9% increased compared to 13.8% same period last year
- Net Debt increased by $205 mln over the past reporting period (3.0% of market cap)
- FCF (LTM) +$0.6 bln (positive), 9.0% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 27.9x
- EV/Sales multiple is 2.9x

At the opening of the session the share price went down -0.9% vs S&P500 +0.1%

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

2025-04-25

#reports #APPF
@ saas

[Appfolio](https://eninvs.com/all.php?name=APPF) (Property management software) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183144)
(2025-04-24, After Market Close):

- Revenue +16.6% YoY (vs +18.6% in previous quarter and historical rate +29.0%)
- EBITDA +2.6% YoY (vs -20.0% in previous quarter and historical rate +59.0%)
- EBITDA margin 18.3% decreased compared to 20.9% same period last year
- Net Debt decreased by $16 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 54.9x compared to historical level (75th percentile) of 126.5x
- EV/Sales multiple is 10.3x

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

2025-04-24

#reports #WHR

[Whirlpool](https://eninvs.com/all.php?name=WHR) (Furnishings, Fixtures and Appliances) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue -19.4% YoY (vs -18.7% in previous quarter and historical rate -9.6%)
- EBITDA margin 7.5% increased compared to -0.6% same period last year
- Net Debt increased by $943 mln over the past reporting period (22.3% of market cap)
- FCF (LTM) +$1.1 bln (positive), 27.1% of market cap
- EV/EBITDA multiple is 14.4x compared to historical level (75th percentile) of 12.6x
- EV/Sales multiple is 0.7x

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

2025-04-24

#reports #WCN

[Waste Connections](https://eninvs.com/all.php?name=WCN) (Waste Management) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +7.5% YoY (vs +11.0% in previous quarter and historical rate +12.4%)
- EBITDA +7.9% YoY (vs -74.3% in previous quarter and historical rate +8.7%)
- EBITDA margin 30.5% increased compared to 30.4% same period last year
- Net Debt increased by $260 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0.5 bln (negative), 1.0% of market cap
- EV/EBITDA multiple is 26.1x compared to historical level (75th percentile) of 22.6x
- EV/Sales multiple is 6.6x

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

2025-04-24

#reports #WAB

[Westinghouse](https://eninvs.com/all.php?name=WAB) (Locomotives and carriages manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183098)
(2025-04-23, Before Market Open):

- Revenue +4.5% YoY (vs +2.3% in previous quarter and historical rate +10.0%)
- EBITDA +12.6% YoY (vs -0.2% in previous quarter and historical rate +28.1%)
- EBITDA margin 21.0% increased compared to 19.5% same period last year
- Net Debt decreased by $456 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$1.6 bln (positive), 5.3% of market cap
- EV/EBITDA multiple is 14.2x compared to historical level (75th percentile) of 17.9x
- EV/Sales multiple is 3.3x

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

2025-04-24

#reports #VRT

[Vertiv Co](https://eninvs.com/all.php?name=VRT) (Data center equipment supplier) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue +24.2% YoY (vs +25.8% in previous quarter and historical rate +17.1%)
- EBITDA +33.6% YoY (vs +49.2% in previous quarter and historical rate +61.8%)
- EBITDA margin 17.8% increased compared to 16.5% same period last year
- Net Debt decreased by $242 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.5 bln (positive), 2.0% of market cap
- EV/EBITDA multiple is 18.6x compared to historical level (75th percentile) of 29.4x
- EV/Sales multiple is 3.6x

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

2025-04-24

#reports #URI

[United Rentals](https://eninvs.com/all.php?name=URI) (Equipment rental company) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +6.7% YoY (vs +9.8% in previous quarter and historical rate +15.6%)
- EBITDA +1.1% YoY (vs +5.1% in previous quarter and historical rate +14.5%)
- EBITDA margin 41.8% decreased compared to 44.1% same period last year
- Net Debt decreased by $587 mln over the past reporting period (1.5% of market cap)
- FCF (LTM) +$1 bln (positive), 2.6% of market cap
- EV/EBITDA multiple is 7.6x compared to historical level (75th percentile) of 8.9x
- EV/Sales multiple is 3.4x

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

2025-04-24

#reports #TYL

[Tyler Technologies](https://eninvs.com/all.php?name=TYL) (Software provider) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +10.4% YoY (vs +12.5% in previous quarter and historical rate +7.8%)
- EBITDA +15.9% YoY (vs +20.5% in previous quarter and historical rate +12.1%)
- EBITDA margin 21.9% increased compared to 20.9% same period last year
- Net Debt decreased by $37 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 52.2x compared to historical level (75th percentile) of 55.9x
- EV/Sales multiple is 11x

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

2025-04-24

#reports #TDY

[Teledyne Technologies](https://eninvs.com/all.php?name=TDY) (Electronics and hardware supplier) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue +7.4% YoY (vs +5.4% in previous quarter and historical rate +4.2%)
- EBITDA +6.3% YoY (vs -12.6% in previous quarter and historical rate +8.3%)
- EBITDA margin 23.4% decreased compared to 23.7% same period last year
- Net Debt increased by $505 mln over the past reporting period (2.3% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 17.7x compared to historical level (75th percentile) of 17.6x
- EV/Sales multiple is 4.2x

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

2025-04-24

#reports #STLD

[Steel Dynamics](https://eninvs.com/all.php?name=STLD) (Carbon steel manufacturer) reported for 2025 q1
(2025-04-22, After Market Close):

- Revenue -6.9% YoY (vs -8.5% in previous quarter and historical rate -4.5%)
- EBITDA -52.8% YoY (vs -42.4% in previous quarter and historical rate -25.3%)
- EBITDA margin 9.4% decreased compared to 18.4% same period last year
- Net Debt increased by $494 mln over the past reporting period (2.8% of market cap)
- FCF (LTM) -$1.7 bln (negative), 9.4% of market cap
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 6.8x
- EV/Sales multiple is 1.2x

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

2025-04-24

#reports #RMD

[ResMed](https://eninvs.com/all.php?name=RMD) (Medical device manufacturer) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue +7.9% YoY (vs +10.2% in previous quarter and historical rate +12.6%)
- EBITDA +12.4% YoY (vs +45.0% in previous quarter and historical rate +16.9%)
- EBITDA margin 36.4% increased compared to 34.9% same period last year
- Net Debt decreased by $411 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$1 bln (positive), 3.3% of market cap
- EV/EBITDA multiple is 17.5x compared to historical level (75th percentile) of 26.9x
- EV/Sales multiple is 6.2x

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

2025-04-24

#reports #PI

[Impinj](https://eninvs.com/all.php?name=PI) (Communication Equipment) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183092)
(2025-04-23, After Market Close):

- Revenue -3.9% YoY (vs +29.6% in previous quarter and historical rate +24.8%)
- EBITDA margin -8.1% increased compared to -10.4% same period last year
- Net Debt increased by $16 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) -$0 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 563.4x compared to historical level (75th percentile) of 1410.5x
- EV/Sales multiple is 6.2x

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

2025-04-24

#reports #PEN

[Penumbra](https://eninvs.com/all.php?name=PEN) (Medical equipment manufacturer) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +16.1% YoY (vs +10.9% in previous quarter and historical rate +16.8%)
- EBITDA +164.7% YoY (vs +20.0% in previous quarter and historical rate +86.2%)
- EBITDA margin 13.9% increased compared to 6.1% same period last year
- Net Debt decreased by $54 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 194.4x compared to historical level (75th percentile) of 509.6x
- EV/Sales multiple is 8.5x

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

2025-04-24

#reports #OTIS

[Otis Worldwide](https://eninvs.com/all.php?name=OTIS) (Elevator manufacturer) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue -2.5% YoY (vs +1.5% in previous quarter and historical rate -0.2%)
- EBITDA -23% YoY (vs +1.6% in previous quarter and historical rate -0.5%)
- EBITDA margin 13.5% decreased compared to 17.1% same period last year
- Net Debt increased by $502 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.5 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 23.4x compared to historical level (75th percentile) of 20.5x
- EV/Sales multiple is 3.4x

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

2025-04-24

#reports #NEU

[NewMarket Corporation](https://eninvs.com/all.php?name=NEU) (Additives and oils manufacturer) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +0.6% YoY (vs +1.9% in previous quarter and historical rate +4.8%)
- EBITDA +11.8% YoY (vs +24.2% in previous quarter and historical rate +31.8%)
- EBITDA margin 25.7% increased compared to 23.1% same period last year
- Net Debt decreased by $17 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 4.4% of market cap
- EV/EBITDA multiple is 10.4x compared to historical level (75th percentile) of 12.5x
- EV/Sales multiple is 2.6x

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

2025-04-24

#reports #MXL

[MaxLinear](https://eninvs.com/all.php?name=MXL) (Semiconductor IC manufacturer) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +1.1% YoY (vs -26.4% in previous quarter and historical rate -20.8%)
- EBITDA margin -36.5% increased compared to -61.1% same period last year
- Net Debt increased by $15 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 9.2% of market cap
- EV/Sales multiple is 2.5x

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

2025-04-24

#reports #MAS

[Masco](https://eninvs.com/all.php?name=MAS) (Building products manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183086)
(2025-04-23, Before Market Open):

- Revenue -61% YoY (vs -2.9% in previous quarter and historical rate -8.1%)
- EBITDA -81.6% YoY (vs +15.1% in previous quarter and historical rate -7.1%)
- EBITDA margin 7.3% decreased compared to 15.5% same period last year
- Net Debt increased by $640 mln over the past reporting period (4.4% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 15.1x compared to historical level (75th percentile) of 14.4x
- EV/Sales multiple is 2.7x

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

2025-04-24

#reports #LRCX

[Lam Research](https://eninvs.com/all.php?name=LRCX) (Services to the semiconductor industry provider) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +24.4% YoY (vs +16.4% in previous quarter and historical rate +3.2%)
- EBITDA +44.6% YoY (vs +24.6% in previous quarter and historical rate +14.8%)
- EBITDA margin 35.1% increased compared to 30.2% same period last year
- Net Debt decreased by $283 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 14.5x compared to historical level (75th percentile) of 2.9x
- EV/Sales multiple is 4.8x

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

2025-04-24

#reports #LAD

[Lithia Motors](https://eninvs.com/all.php?name=LAD) (Vehicle seller) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue +7.3% YoY (vs +20.2% in previous quarter and historical rate +13.7%)
- EBITDA +17.8% YoY (vs +13.3% in previous quarter and historical rate +5.3%)
- EBITDA margin 5.1% increased compared to 4.7% same period last year
- Net Debt decreased by $6.6 bln since the start of the year (77.0% of market cap)
- FCF (LTM) +$5.8 bln (positive), 68.2% of market cap
- EV/EBITDA multiple is 11.3x compared to historical level (75th percentile) of 14x
- EV/Sales multiple is 0.6x

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

2025-04-24

#reports #HCSG

[Healthcare Services](https://eninvs.com/all.php?name=HCSG) (Housekeeping services provider) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue +5.9% YoY (vs +3.3% in previous quarter and historical rate +1.6%)
- EBITDA +23.8% YoY (vs -45.5% in previous quarter and historical rate -11.1%)
- EBITDA margin 5.8% increased compared to 5.0% same period last year
- Net Debt decreased by $5 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.4 bln (negative), 51.0% of market cap
- EV/EBITDA multiple is 9.6x compared to historical level (75th percentile) of 11.6x
- EV/Sales multiple is 0.3x

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

2025-04-24

#reports #GD

[General Dynamics](https://eninvs.com/all.php?name=GD) (Diversified defense products provider) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183081)
(2025-04-23, Before Market Open):

- Revenue +13.9% YoY (vs +14.3% in previous quarter and historical rate +12.6%)
- EBITDA +19.6% YoY (vs +8.4% in previous quarter and historical rate +17.1%)
- EBITDA margin 11.6% increased compared to 11.0% same period last year
- Net Debt increased by $1.3 bln since the start of the year (1.7% of market cap)
- FCF (LTM) +$1.2 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 11.5x compared to historical level (75th percentile) of 14.1x
- EV/Sales multiple is 1.7x

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

2025-04-24

#reports #ESI

[Element Solutions](https://eninvs.com/all.php?name=ESI) (Specialty Chemicals) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +3.3% YoY (vs +8.9% in previous quarter and historical rate -0.3%)
- EBITDA -0.9% YoY (vs +7400.0% in previous quarter and historical rate +31.0%)
- EBITDA margin 19.5% decreased compared to 20.3% same period last year
- Net Debt decreased by $340 mln over the past reporting period (7.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 3.9% of market cap
- EV/EBITDA multiple is 13.2x compared to historical level (75th percentile) of 29.8x
- EV/Sales multiple is 2.3x

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

2025-04-24

#reports #CMG

[Chipotle Mexican Grill](https://eninvs.com/all.php?name=CMG) (Fast food chain) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +6.4% YoY (vs +13.1% in previous quarter and historical rate +13.7%)
- EBITDA +7.8% YoY (vs +30.1% in previous quarter and historical rate +33.7%)
- EBITDA margin 19.7% increased compared to 19.4% same period last year
- Net Debt increased by $100 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 28.5x compared to historical level (75th percentile) of 39.7x
- EV/Sales multiple is 5.9x

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

2025-04-24

#reports #CHDN

[Churchill Downs](https://eninvs.com/all.php?name=CHDN) (Horse racing organizer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183077)
(2025-04-23, After Market Close):

- Revenue +8.8% YoY (vs +11.2% in previous quarter and historical rate +34.1%)
- EBITDA +12.1% YoY (vs +48.4% in previous quarter and historical rate +40.7%)
- EBITDA margin 30.2% increased compared to 29.3% same period last year
- Net Debt decreased by $27 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 4.4% of market cap
- EV/EBITDA multiple is 8.8x compared to historical level (75th percentile) of 22.4x
- EV/Sales multiple is 3.1x

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

2025-04-24

#reports #APH

[Amphenol](https://eninvs.com/all.php?name=APH) (Electrical and fiber optic connectors manufacturer) reported for 2025 q1
(2025-04-23, Before Market Open):

- Revenue +47.8% YoY (vs +29.7% in previous quarter and historical rate +14.3%)
- EBITDA +59.8% YoY (vs +36.4% in previous quarter and historical rate +17.8%)
- EBITDA margin 26.2% increased compared to 24.2% same period last year
- Net Debt increased by $2 bln since the start of the year (2.5% of market cap)
- FCF (LTM) -$2.5 bln (negative), 3.1% of market cap
- EV/EBITDA multiple is 20.1x compared to historical level (75th percentile) of 25.4x
- EV/Sales multiple is 5x

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

2025-04-24

#reports #CHKP
@ cybersecurity

[Check Point Software Technolog](https://eninvs.com/all.php?name=CHKP) (Software developer and cyber security solutions provider) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=6&id=210701)
(2025-04-23, Before Market Open):

- Revenue +6.5% YoY (vs +6.0% in previous quarter and historical rate +5.8%)
- EBITDA 0% YoY (vs +1.2% in previous quarter and historical rate -1.4%)
- EBITDA margin 31.5% decreased compared to 33.6% same period last year
- Net Debt decreased by $90 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.5% of market cap
- EV/EBITDA multiple is 28.6x compared to historical level (75th percentile) of 23.5x
- EV/Sales multiple is 9.9x

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

2025-04-24

#reports #CACI
@ cybersecurity

[CACI International](https://eninvs.com/all.php?name=CACI) (Cyber security solutions and IT services provider) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +11.9% YoY (vs +14.5% in previous quarter and historical rate +11.0%)
- EBITDA +39.4% YoY (vs +36.7% in previous quarter and historical rate +31.7%)
- EBITDA margin 13.9% increased compared to 11.2% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.0% of market cap)
- FCF (LTM) -$1.4 bln (negative), 14.8% of market cap
- EV/EBITDA multiple is 13x compared to historical level (75th percentile) of 15.3x
- EV/Sales multiple is 1.5x

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

2025-04-24

#reports #NOW
@ artificial-intelligence , @ cloud-computing , @ saas

[ServiceNow](https://eninvs.com/all.php?name=NOW) (Software provider) reported for 2025 q1
(2025-04-23, After Market Close):

- Revenue +18.6% YoY (vs +235.9% in previous quarter and historical rate +37.3%)
- EBITDA +35.8% YoY (vs +361.9% in previous quarter and historical rate +45.1%)
- EBITDA margin 14.6% increased compared to 12.8% same period last year
- Net Debt decreased by $714 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$1.4 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 64.3x compared to historical level (75th percentile) of 176.9x
- EV/Sales multiple is 9.1x

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

2025-04-23

#reports #VMI

[Valmont Industries](https://eninvs.com/all.php?name=VMI) (Finished metal products manufacturer) reported for 2025 q1
(2025-04-22, Before Market Open):

- Revenue -0.9% YoY (vs +2.1% in previous quarter and historical rate +18.2%)
- EBITDA -2.6% YoY (vs +71.8% in previous quarter and historical rate +25.5%)
- EBITDA margin 15.7% decreased compared to 16.0% same period last year
- Net Debt decreased by $19 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.4 bln (positive), 7.0% of market cap
- EV/EBITDA multiple is 10.4x compared to historical level (75th percentile) of 16.7x
- EV/Sales multiple is 1.6x

At the opening of the session the share price went up +1.0%

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

2025-04-23

#reports #PNR

[Pentair](https://eninvs.com/all.php?name=PNR) (Specialty Industrial Machinery) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183052)
(2025-04-22, Before Market Open):

- Revenue -0.7% YoY (vs -1.2% in previous quarter and historical rate +1.6%)
- EBITDA +11% YoY (vs +14.3% in previous quarter and historical rate +11.1%)
- EBITDA margin 23.0% increased compared to 20.6% same period last year
- Net Debt increased by $166 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.0% of market cap
- EV/EBITDA multiple is 16.9x compared to historical level (75th percentile) of 18x
- EV/Sales multiple is 3.9x

At the opening of the session the share price went up +7.8%

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

2025-04-23

#reports #PEGA

[Pegasystems](https://eninvs.com/all.php?name=PEGA) (Software provider) reported for 2025 q1
(2025-04-22, After Market Close):

- Revenue +44.2% YoY (vs +3.6% in previous quarter and historical rate +9.8%)
- EBITDA margin 22.3% increased compared to -12.4% same period last year
- Net Debt decreased by $102 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 22.1x compared to historical level (75th percentile) of 79.4x
- EV/Sales multiple is 3.4x

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

2025-04-23

#reports #NVR

[NVR](https://eninvs.com/all.php?name=NVR) (Home construction services provider) reported for 2025 q1
(2025-04-22, Before Market Open):

- Revenue +2.8% YoY (vs +16.5% in previous quarter and historical rate +4.3%)
- EBITDA -14.3% YoY (vs +13.2% in previous quarter and historical rate +3.6%)
- EBITDA margin 18.3% decreased compared to 22.0% same period last year
- Net Debt increased by $400 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 10.1x compared to historical level (75th percentile) of 10.8x
- EV/Sales multiple is 2.1x

At the opening of the session the share price went down -1.9%

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

2025-04-23

#reports #NOC

[Northrop Grumman](https://eninvs.com/all.php?name=NOC) (Military industrial company) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183049)
(2025-04-22, Before Market Open):

- Revenue -6.6% YoY (vs +0.5% in previous quarter and historical rate +4.7%)
- EBITDA -35.5% YoY (vs +60.0% in previous quarter and historical rate +2.7%)
- EBITDA margin 9.6% decreased compared to 13.8% same period last year
- Net Debt increased by $2.2 bln since the start of the year (3.2% of market cap)
- FCF (LTM) +$1.4 bln (positive), 2.0% of market cap
- EV/EBITDA multiple is 15.7x compared to historical level (75th percentile) of 16.6x
- EV/Sales multiple is 2x

At the opening of the session the share price went down -8.8%

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

2025-04-23

#reports #MANH

[Manhattan Associates](https://eninvs.com/all.php?name=MANH) (IT services provider) reported for 2025 q1
(2025-04-22, After Market Close):

- Revenue +3.1% YoY (vs +7.6% in previous quarter and historical rate +15.5%)
- EBITDA +10.2% YoY (vs +3.3% in previous quarter and historical rate +22.5%)
- EBITDA margin 24.7% increased compared to 23.1% same period last year
- Net Debt increased by $59 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 35.5x compared to historical level (75th percentile) of 66.7x
- EV/Sales multiple is 9.3x

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

2025-04-23

#reports #LMT

[Lockheed Martin](https://eninvs.com/all.php?name=LMT) (Military-industrial equipment manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183046)
(2025-04-22, Before Market Open):

- Revenue +4.5% YoY (vs -1.3% in previous quarter and historical rate +4.6%)
- EBITDA +16.3% YoY (vs -57.4% in previous quarter and historical rate +7.2%)
- EBITDA margin 15.4% increased compared to 13.8% same period last year
- Net Debt increased by $714 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.1% of market cap
- EV/EBITDA multiple is 15.8x compared to historical level (75th percentile) of 15.7x
- EV/Sales multiple is 2x

At the opening of the session the share price went down -0.1%

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

2025-04-23

#reports #KMB

[Kimberly-Clark](https://eninvs.com/all.php?name=KMB) (Consumer products manufacturer) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183045)
(2025-04-22, Before Market Open):

- Revenue -6% YoY (vs -0.8% in previous quarter and historical rate 0.0%)
- EBITDA -9.9% YoY (vs -18.2% in previous quarter and historical rate +21.6%)
- EBITDA margin 19.4% decreased compared to 20.2% same period last year
- Net Debt increased by $250 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.7 bln (positive), 1.5% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 16x
- EV/Sales multiple is 2.7x

At the opening of the session the share price went down -5.0%

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

2025-04-23

#reports #HRI

[Herc](https://eninvs.com/all.php?name=HRI) (Rental and Leasing Services) reported for 2025 q1
(2025-04-22, Before Market Open):

- Revenue +7.1% YoY (vs +14.4% in previous quarter and historical rate +19.0%)
- EBITDA -29.2% YoY (vs +66.8% in previous quarter and historical rate +45.0%)
- EBITDA margin 28.7% decreased compared to 43.4% same period last year
- Net Debt increased by $13 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$0.5 bln (negative), 14.7% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 8.9x
- EV/Sales multiple is 2.2x

At the opening of the session the share price went down -7.6%

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

2025-04-23

#reports #HAL

[Halliburton](https://eninvs.com/all.php?name=HAL) (Engineering services provider) reported for 2025 q1
(2025-04-22, Before Market Open):

- Revenue -6.7% YoY (vs -2.2% in previous quarter and historical rate +13.0%)
- EBITDA -45.3% YoY (vs -11.9% in previous quarter and historical rate +20.9%)
- EBITDA margin 12.4% decreased compared to 21.2% same period last year
- Net Debt increased by $786 mln over the past reporting period (4.2% of market cap)
- FCF (LTM) +$1.1 bln (positive), 6.0% of market cap
- EV/EBITDA multiple is 6x compared to historical level (75th percentile) of 10.3x
- EV/Sales multiple is 1.1x

At the opening of the session the share price went down -8.3%

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

2025-04-23

#reports #GPC

[Genuine Parts](https://eninvs.com/all.php?name=GPC) (Automative replacement parts provider) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183042)
(2025-02-18, Before Market Open):

- Revenue +1.4% YoY (vs +3.3% in previous quarter and historical rate +6.4%)
- EBITDA -0.6% YoY (vs -1.5% in previous quarter and historical rate +71.5%)
- EBITDA margin 69.8% decreased compared to 71.2% same period last year
- Net Debt increased by $419 mln over the past reporting period (2.6% of market cap)
- FCF (LTM) -$1.8 bln (negative), 11.2% of market cap
- EV/EBITDA multiple is 1.3x compared to historical level (75th percentile) of 5.1x
- EV/Sales multiple is 0.9x

At the opening of the session the share price went down -0.4%

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

2025-04-23

#reports #EFX

[Equifax](https://eninvs.com/all.php?name=EFX) (Analytic services provider ) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183039)
(2025-04-22, Before Market Open):

- Revenue +3.8% YoY (vs +319.8% in previous quarter and historical rate +20.4%)
- EBITDA +5.4% YoY (vs +239.6% in previous quarter and historical rate +17.8%)
- EBITDA margin 28.6% increased compared to 28.1% same period last year
- Net Debt increased by $4.9 bln since the start of the year (16.3% of market cap)
- FCF (LTM) +$0.4 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 22.7x
- EV/Sales multiple is 3.5x

At the opening of the session the share price went up +12.1%

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

2025-04-23

#reports #DGX

[Quest Diagnostics](https://eninvs.com/all.php?name=DGX) (Medical services provider) reported for 2025 q1
(2025-04-22, Before Market Open):

- Revenue +12.1% YoY (vs +14.6% in previous quarter and historical rate -1.3%)
- EBITDA +16.8% YoY (vs +65.2% in previous quarter and historical rate -2.0%)
- EBITDA margin 18.3% increased compared to 17.6% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.0% of market cap)
- FCF (LTM) -$1.5 bln (negative), 7.2% of market cap
- EV/EBITDA multiple is 13.2x compared to historical level (75th percentile) of 13.3x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +4.4%

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

2025-04-23

#reports #ADC

[Agree Realty Corporation](https://eninvs.com/all.php?name=ADC) (REIT — Retail) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=183036)
(2025-04-22, After Market Close):

- Revenue +13.4% YoY (vs +11.8% in previous quarter and historical rate +21.1%)
- EBITDA +12.6% YoY (vs +13.8% in previous quarter and historical rate +30.7%)
- EBITDA margin 79.3% decreased compared to 79.9% same period last year
- Net Debt increased by $3.1 bln since the start of the year (39.0% of market cap)
- EV/EBITDA multiple is 21.2x compared to historical level (75th percentile) of 20.1x
- EV/Sales multiple is 17.5x

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

2025-04-23

#reports #ENPH
@ renewable-energy

[Enphase Energy](https://eninvs.com/all.php?name=ENPH) (Solar panel manufacturer) reported for 2025 q1
(2025-04-22, After Market Close):

- Revenue +35.4% YoY (vs +26.4% in previous quarter and historical rate +13.4%)
- EBITDA margin 14.6% increased compared to -3.4% same period last year
- Net Debt increased by $55 mln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$0.4 bln (positive), 5.4% of market cap
- EV/EBITDA multiple is 31.4x compared to historical level (75th percentile) of 103.2x
- EV/Sales multiple is 4.8x

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

2025-04-23

#reports #ISRG
@ artificial-intelligence

[Intuitive Surgical](https://eninvs.com/all.php?name=ISRG) (Surgical instrument manufacturer) reported for 2025 q1
(2025-04-22, After Market Close):

- Revenue +19.1% YoY (vs +25.2% in previous quarter and historical rate +13.9%)
- EBITDA +20.4% YoY (vs +76.5% in previous quarter and historical rate +12.8%)
- EBITDA margin 28.6% increased compared to 28.3% same period last year
- Net Debt decreased by $269 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$3.4 bln (negative), 2.0% of market cap
- EV/EBITDA multiple is 57.8x compared to historical level (75th percentile) of 69.1x
- EV/Sales multiple is 19.2x

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

2025-04-22

#reports #FLXS

[Flexsteel Industries](https://eninvs.com/all.php?name=FLXS) (Furnishings, Fixtures and Appliances) reported for 2025 q1
(2025-04-21, After Market Close):

- Revenue +6.5% YoY (vs +8.0% in previous quarter and historical rate +0.8%)
- EBITDA -200% YoY (vs +116.7% in previous quarter and historical rate +30.5%)
- EBITDA margin -3.5% decreased compared to 3.7% same period last year
- Net Debt decreased by $11 mln over the past reporting period (6.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 46.7% of market cap
- EV/EBITDA multiple is 5.7x compared to historical level (75th percentile) of 12.2x
- EV/Sales multiple is 0.4x

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

2025-04-22

#reports #CALX

[Calix](https://eninvs.com/all.php?name=CALX) (Software — Application) reported for 2025 q1
(2025-04-21, After Market Close):

- Revenue -2.7% YoY (vs -22.3% in previous quarter and historical rate +8.1%)
- EBITDA -166.7% YoY (vs -1500.0% in previous quarter and historical rate -56.1%)
- EBITDA margin -0.9% decreased compared to 1.3% same period last year
- Net Debt increased by $14 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0 bln (positive), 2.2% of market cap
- EV/Sales multiple is 2.3x

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

2025-04-22

#reports #AZZ

[AZZ](https://eninvs.com/all.php?name=AZZ) (Metal Coating Service provider) reported for 2025 q1
(2025-04-21, After Market Close):

- Revenue -3.8% YoY (vs +5.8% in previous quarter and historical rate +23.3%)
- EBITDA -4.8% YoY (vs +16.2% in previous quarter and historical rate +25.2%)
- EBITDA margin 17.0% decreased compared to 17.2% same period last year
- Net Debt increased by $852 mln over the past reporting period (36.7% of market cap)
- FCF (LTM) +$0 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 10.1x compared to historical level (75th percentile) of 9.7x
- EV/Sales multiple is 2x

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

2025-04-18

#reports #LBRT

[Liberty Oilfield Services](https://eninvs.com/all.php?name=LBRT) (Oil and Gas Equipment and Services) reported for 2025 q1
(2025-04-16, After Market Close):

- Revenue -8.9% YoY (vs -12.2% in previous quarter and historical rate +21.1%)
- EBITDA -38.9% YoY (vs -35.1% in previous quarter and historical rate +56.0%)
- EBITDA margin 14.9% decreased compared to 22.3% same period last year
- Net Debt increased by $25 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0.1 bln (negative), 4.6% of market cap
- EV/EBITDA multiple is 3.1x compared to historical level (75th percentile) of 3.9x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +11.1% vs S&P500 +0.6%

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2025-04-18

#reports #ACU

[Acme United Corporation](https://eninvs.com/all.php?name=ACU) (Household and Personal Products) reported for 2025 q1
(2025-04-17, Before Market Open):

- Revenue +2.2% YoY (vs +9.5% in previous quarter and historical rate +2.6%)
- EBITDA 0% YoY (vs +18.2% in previous quarter and historical rate +39.4%)
- EBITDA margin 6.5% decreased compared to 6.7% same period last year
- Net Debt decreased by $16.1 bln since the start of the year (11061.2% of market cap)
- FCF (LTM) -$16.1 bln (negative), 11058.4% of market cap
- EV/Sales multiple is 0.9x

At the opening of the session the share price went down -2.1% vs S&P500 +0.6%

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

2025-04-17

#reports #KMI

[Kinder Morgan](https://eninvs.com/all.php?name=KMI) (Energy provider) reported for 2025 q1
(2025-04-16, After Market Close):

- Revenue +10.4% YoY (vs -1.3% in previous quarter and historical rate +2.4%)
- EBITDA -3% YoY (vs +2.2% in previous quarter and historical rate +26.5%)
- EBITDA margin 41.4% decreased compared to 47.1% same period last year
- Net Debt increased by $1.1 bln since the start of the year (1.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 13.1x compared to historical level (75th percentile) of 12.9x
- EV/Sales multiple is 5.6x

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2025-04-17

#reports #ASML

[ASML](https://eninvs.com/all.php?name=ASML) (Semiconductor Equipment and Materials) reported for 2025 q1
(2025-04-16, Before Market Open):

- Revenue +46.4% YoY (vs +28.0% in previous quarter and historical rate +19.8%)
- EBITDA +85.5% YoY (vs +38.1% in previous quarter and historical rate +28.0%)
- EBITDA margin 38.5% increased compared to 30.4% same period last year
- Net Debt increased by $3.6 bln since the start of the year (1.4% of market cap)
- FCF (LTM) +$4.6 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 22x compared to historical level (75th percentile) of 38.1x
- EV/Sales multiple is 8.1x

At the opening of the session the share price went down -5.3% vs S&P500 -1.1%

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2025-04-17

#reports #ALV

[Autoliv](https://eninvs.com/all.php?name=ALV) ( Automotive safety systems manufacturer ) reported for [2025 q1](https://eninvs.com/press_release.php?source=sec&form_type=10&id=182991)
(2025-04-16, Before Market Open):

- Revenue -1.4% YoY (vs -4.9% in previous quarter and historical rate +9.0%)
- EBITDA +20.3% YoY (vs +35.0% in previous quarter and historical rate +29.8%)
- EBITDA margin 13.5% increased compared to 11.1% same period last year
- Net Debt increased by $207 mln over the past reporting period (2.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.1% of market cap
- EV/EBITDA multiple is 6.3x compared to historical level (75th percentile) of 12.1x
- EV/Sales multiple is 0.9x

At the opening of the session the share price went up +4.7% vs S&P500 -1.1%

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2025-04-16

#reports #RENT

[Rent the Runway, Inc.](https://eninvs.com/all.php?name=RENT) (Apparel Retail) reported for [2024 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=182968)
(2024-06-06, After Market Close):

- Revenue +1.3% YoY (vs +202.6% in previous quarter and historical rate +24.1%)
- EBITDA +100% YoY (vs -1600.0% in previous quarter and historical rate +100.0%)
- EBITDA margin 26.3% increased compared to 13.3% same period last year
- EV/EBITDA multiple is 432552.7x compared to historical level (75th percentile) of 1000000x
- EV/Sales multiple is 10000x

At the opening of the session the share price went up +0.8% vs S&P500 +1.1%

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