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2025-08-07

#reports #CPRX

[Catalyst Pharmaceuticals](https://eninvs.com/all.php?name=CPRX) (Biotechnology) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189979)
(2025-08-06, After Market Close):

- Revenue +19.5% YoY (vs +42.4% in previous quarter and historical rate +52.6%)
- EBITDA +22.2% YoY (vs +133.3% in previous quarter and historical rate +48.3%)
- EBITDA margin 44.9% increased compared to 43.9% same period last year
- Net Debt decreased by $72 mln over the past reporting period (2.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 7.7% of market cap
- EV/EBITDA multiple is 8.2x compared to historical level (75th percentile) of 18.4x
- EV/Sales multiple is 3.6x

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

2025-08-06

#reports #DVA

[DaVita](https://eninvs.com/all.php?name=DVA) (Medical services provider) reported for 2025 q2
(2025-08-05, After Market Close):

- Revenue +6.1% YoY (vs +5.0% in previous quarter and historical rate +4.3%)
- EBITDA +2.8% YoY (vs +15.8% in previous quarter and historical rate +15.9%)
- EBITDA margin 25.0% decreased compared to 25.8% same period last year
- Net Debt increased by $264 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$0.7 bln (negative), 5.3% of market cap
- EV/EBITDA multiple is 9.3x compared to historical level (75th percentile) of 10.8x
- EV/Sales multiple is 2.1x

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

2025-08-06

#reports #ANET

[Arista Networks](https://eninvs.com/all.php?name=ANET) ( Network equipment, computing systems manufacturer) reported for 2025 q2
(2025-08-05, After Market Close):

- Revenue +30.5% YoY (vs +27.6% in previous quarter and historical rate +32.4%)
- EBITDA +39.7% YoY (vs +29.1% in previous quarter and historical rate +43.1%)
- EBITDA margin 45.3% increased compared to 42.3% same period last year
- Net Debt decreased by $694 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.6 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 40.8x compared to historical level (75th percentile) of 39.3x
- EV/Sales multiple is 17.9x

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

2025-08-06

#reports #APPS
@ adtech

[Digital Turbine](https://eninvs.com/all.php?name=APPS) (Application and content management platform ) reported for 2025 q2
(2025-06-16, After Market Close):

- Revenue +11% YoY (vs +6.3% in previous quarter and historical rate -18.4%)
- EBITDA +280% YoY (vs +1000.0% in previous quarter and historical rate -9.6%)
- EBITDA margin 14.5% increased compared to 4.2% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0 bln (negative), 1.4% of market cap
- EV/EBITDA multiple is 21.8x compared to historical level (75th percentile) of 12.9x
- EV/Sales multiple is 1.9x

At the opening of the session the share price went up +15.2% vs S&P500 -0.3%

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

2025-08-05

#reports #WMB

[Williams](https://eninvs.com/all.php?name=WMB) (Energy company) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189972)
(2025-08-04, After Market Close):

- Revenue +11.4% YoY (vs +11.9% in previous quarter and historical rate +3.5%)
- EBITDA +10.9% YoY (vs +11.0% in previous quarter and historical rate +14.8%)
- EBITDA margin 55.2% decreased compared to 55.4% same period last year
- Net Debt increased by $297 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) -$1.1 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 16.4x compared to historical level (75th percentile) of 16.7x
- EV/Sales multiple is 9.1x

At the opening of the session the share price went down -4.0% vs S&P500 +0.1%

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

2025-08-05

#reports #WAT

[Waters](https://eninvs.com/all.php?name=WAT) (Research instrument manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189971)
(2025-08-04, Before Market Open):

- Revenue +8.7% YoY (vs +3.9% in previous quarter and historical rate +1.7%)
- EBITDA +1.7% YoY (vs +10.4% in previous quarter and historical rate +1.7%)
- EBITDA margin 31.1% decreased compared to 33.3% same period last year
- Net Debt increased by $9 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.6 bln (positive), 3.6% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (75th percentile) of 22.6x
- EV/Sales multiple is 5.9x

At the opening of the session the share price went down -3.6% vs S&P500 +0.5%

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

2025-08-05

#reports #VRTX

[Vertex Pharmaceuticals](https://eninvs.com/all.php?name=VRTX) (Pharmaceutical developer) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +12.1% YoY (vs +2.9% in previous quarter and historical rate +11.1%)
- EBITDA margin 37.8% increased compared to -134.0% same period last year
- Net Debt decreased by $303 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.3 bln (negative), 0.3% of market cap
- EV/EBITDA multiple is 24.3x compared to historical level (75th percentile) of 24.9x
- EV/Sales multiple is 10.2x

At the opening of the session the share price went down -17.9% vs S&P500 +0.1%

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

2025-08-05

#reports #TDUP

[ThredUp Inc.](https://eninvs.com/all.php?name=TDUP) (Internet Retail) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189965)
(2025-08-04, After Market Close):

- Revenue -2.5% YoY (vs -11.3% in previous quarter and historical rate +18.0%)
- EBITDA margin -2.6% increased compared to -11.3% same period last year
- Net Debt decreased by $1 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0 bln (positive), 1.3% of market cap
- EV/Sales multiple is 3.4x

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

2025-08-05

#reports #TCMD

[Tactile Systems Technology](https://eninvs.com/all.php?name=TCMD) (Medical device manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189964)
(2025-08-04, After Market Close):

- Revenue +8.2% YoY (vs 0.0% in previous quarter and historical rate +10.6%)
- EBITDA -25% YoY (vs -400.0% in previous quarter)
- EBITDA margin 7.6% decreased compared to 11.0% same period last year
- Net Debt increased by $1 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0 bln (positive), 10.1% of market cap
- EV/EBITDA multiple is 8.8x compared to historical level (75th percentile) of 15x
- EV/Sales multiple is 0.7x

At the opening of the session the share price went up +12.7% vs S&P500 +0.1%

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2025-08-05

#reports #TBI

[TrueBlue](https://eninvs.com/all.php?name=TBI) (Staffing and Employment Services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189963)
(2025-08-04, After Market Close):

- Revenue 0% YoY (vs -8.2% in previous quarter and historical rate -12.6%)
- EBITDA margin 1.3% increased compared to -13.1% same period last year
- Net Debt decreased by $60 mln over the past reporting period (31.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 30.3% of market cap
- EV/Sales multiple is 0.1x

At the opening of the session the share price went down -10.0% vs S&P500 +0.1%

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

2025-08-05

#reports #SIBN

[SI-BONE](https://eninvs.com/all.php?name=SIBN) (Medical device manufacturer) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +22.5% YoY (vs +23.7% in previous quarter and historical rate +25.1%)
- EBITDA margin -12.2% increased compared to -22.5% same period last year
- Net Debt decreased by $2 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0 bln (negative), 1.0% of market cap
- EV/Sales multiple is 2.7x

At the opening of the session the share price went down -96.9% vs S&P500 +0.1%

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

2025-08-05

#reports #SEMR

[Semrush Holdings, Inc.](https://eninvs.com/all.php?name=SEMR) (Software — Application) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +19.8% YoY (vs +22.1% in previous quarter and historical rate +23.1%)
- EBITDA -87.5% YoY (vs 0.0% in previous quarter)
- EBITDA margin 0.9% decreased compared to 8.8% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 2.6% of market cap
- EV/EBITDA multiple is 49.4x compared to historical level (75th percentile) of 93.8x
- EV/Sales multiple is 2.6x

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

2025-08-05

#reports #RAIL

[FreightCar America](https://eninvs.com/all.php?name=RAIL) (Railroads) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189959)
(2025-08-04, After Market Close):

- Revenue -19% YoY (vs -40.4% in previous quarter and historical rate +27.5%)
- EBITDA -40% YoY (vs 0.0% in previous quarter and historical rate +73.1%)
- EBITDA margin 7.6% decreased compared to 10.2% same period last year
- Net Debt increased by $34 mln over the past reporting period (10.8% of market cap)
- FCF (LTM) -$0 bln (negative), 13.7% of market cap
- EV/EBITDA multiple is 14.9x compared to historical level (75th percentile) of 22.1x
- EV/Sales multiple is 1.2x

At the opening of the session the share price went up +5.3% vs S&P500 +0.1%

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

2025-08-05

#reports #PRIM

[Primoris Services](https://eninvs.com/all.php?name=PRIM) (Engineering and Construction) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +20.9% YoY (vs +16.6% in previous quarter and historical rate +25.5%)
- EBITDA +33% YoY (vs +33.3% in previous quarter and historical rate +23.6%)
- EBITDA margin 7.9% increased compared to 7.2% same period last year
- Net Debt decreased by $37 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0.5 bln (positive), 9.0% of market cap
- EV/EBITDA multiple is 11.7x compared to historical level (75th percentile) of 10.4x
- EV/Sales multiple is 0.8x

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

2025-08-05

#reports #PAY

[Paymentus Holdings, Inc.](https://eninvs.com/all.php?name=PAY) (Information Technology Services) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +42.1% YoY (vs +48.6% in previous quarter and historical rate +33.3%)
- EBITDA +36.8% YoY (vs +52.9% in previous quarter and historical rate +84.7%)
- EBITDA margin 9.3% decreased compared to 9.6% same period last year
- Net Debt decreased by $20 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.2% of market cap
- EV/EBITDA multiple is 35.1x compared to historical level (75th percentile) of 53.5x
- EV/Sales multiple is 3.3x

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

2025-08-05

#reports #ON

[ON Semiconductor](https://eninvs.com/all.php?name=ON) (Semiconductor manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189956)
(2025-08-04, Before Market Open):

- Revenue -15.3% YoY (vs -22.4% in previous quarter and historical rate -4.8%)
- EBITDA -36.1% YoY (vs -159.7% in previous quarter and historical rate -17.1%)
- EBITDA margin 23.8% decreased compared to 31.6% same period last year
- Net Debt increased by $192 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 14.7x compared to historical level (75th percentile) of 12.3x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went down -5.0% vs S&P500 +0.5%

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

2025-08-05

#reports #OLO

[Olo Inc.](https://eninvs.com/all.php?name=OLO) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189955)
(2025-08-04, After Market Close):

- Revenue +21.1% YoY (vs +20.9% in previous quarter and historical rate +23.9%)
- EBITDA -50% YoY (vs +100.0% in previous quarter and historical rate +45.8%)
- EBITDA margin 2.3% decreased compared to 5.6% same period last year
- Net Debt decreased by $20 mln over the past reporting period (1.2% of market cap)
- EV/EBITDA multiple is 679.1x compared to historical level (75th percentile) of 335x
- EV/Sales multiple is 4.3x

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

2025-08-05

#reports #KRYS

[Krystal Biotech](https://eninvs.com/all.php?name=KRYS) (Medicine services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189948)
(2025-08-04, Before Market Open):

- Revenue +162.9% YoY (vs +95.6% in previous quarter and historical rate +114.6%)
- EBITDA +600% YoY (vs +3700.0% in previous quarter and historical rate +100.0%)
- EBITDA margin 41.8% increased compared to 15.7% same period last year
- Net Debt decreased by $65 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 17.7x compared to historical level (75th percentile) of 117.2x
- EV/Sales multiple is 7.2x

At the opening of the session the share price went down -2.0% vs S&P500 +0.5%

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

2025-08-05

#reports #INSP

[Inspire Medical Systems](https://eninvs.com/all.php?name=INSP) (Medical device developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189946)
(2025-08-04, After Market Close):

- Revenue +10.7% YoY (vs +22.6% in previous quarter and historical rate +44.4%)
- EBITDA -114.3% YoY (vs -200.0% in previous quarter)
- EBITDA margin -0.5% decreased compared to 3.6% same period last year
- Net Debt decreased by $54 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.7% of market cap
- EV/EBITDA multiple is 50.6x compared to historical level (75th percentile) of 318.5x
- EV/Sales multiple is 4.4x

At the opening of the session the share price went down -39.0% vs S&P500 +0.1%

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

2025-08-05

#reports #IDXX

[IDEXX Laboratories](https://eninvs.com/all.php?name=IDXX) (Products and services for veterinary medicine producer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189944)
(2025-08-04, Before Market Open):

- Revenue +10.5% YoY (vs +3.5% in previous quarter and historical rate +6.8%)
- EBITDA +38.7% YoY (vs +5.5% in previous quarter and historical rate +13.6%)
- EBITDA margin 35.3% increased compared to 28.1% same period last year
- EV/EBITDA multiple is 41.1x compared to historical level (75th percentile) of 37.7x
- EV/Sales multiple is 14x

At the opening of the session the share price went up +23.7% vs S&P500 +0.5%

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

2025-08-05

#reports #ICHR

[Ichor](https://eninvs.com/all.php?name=ICHR) (Semiconductor Equipment and Materials) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +18.2% YoY (vs +21.4% in previous quarter and historical rate -3.6%)
- EBITDA -50% YoY (vs +75.0% in previous quarter and historical rate -2.6%)
- EBITDA margin 1.3% decreased compared to 3.0% same period last year
- Net Debt increased by $15 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) -$0 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 30.4x compared to historical level (75th percentile) of 114.2x
- EV/Sales multiple is 0.8x

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

2025-08-05

#reports #HSII

[Heidrick & Struggles International](https://eninvs.com/all.php?name=HSII) (Executive recruitment specialist) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189942)
(2025-08-04, After Market Close):

- Revenue +13.8% YoY (vs +6.7% in previous quarter and historical rate +17.3%)
- EBITDA margin 7.8% increased compared to -1.4% same period last year
- Net Debt decreased by $69 mln over the past reporting period (7.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 19.5% of market cap
- EV/EBITDA multiple is 8x compared to historical level (75th percentile) of 8.8x
- EV/Sales multiple is 0.3x

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

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

2025-08-05

#reports #FRPT

[Freshpet](https://eninvs.com/all.php?name=FRPT) (Animal food manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189941)
(2025-08-04, Before Market Open):

- Revenue +12.8% YoY (vs +17.4% in previous quarter and historical rate +28.2%)
- EBITDA +153.8% YoY (vs -87.0% in previous quarter and historical rate +90.2%)
- EBITDA margin 12.5% increased compared to 5.5% same period last year
- Net Debt increased by $64 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) -$0 bln (negative), 0.4% of market cap
- EV/EBITDA multiple is 36.6x compared to historical level (75th percentile) of 163.5x
- EV/Sales multiple is 3.5x

At the opening of the session the share price went up +16.0% vs S&P500 +0.5%

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

2025-08-05

#reports #EHC

[Encompass Health Corporation](https://eninvs.com/all.php?name=EHC) (Medical services provider) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +12.1% YoY (vs +10.6% in previous quarter and historical rate +3.2%)
- EBITDA +22.4% YoY (vs +27.7% in previous quarter and historical rate +18.2%)
- EBITDA margin 21.7% increased compared to 19.9% same period last year
- Net Debt increased by $9 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 12.7x compared to historical level (75th percentile) of 14.9x
- EV/Sales multiple is 2.5x

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

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

2025-08-05

#reports #CVRX

[CVRx, Inc.](https://eninvs.com/all.php?name=CVRX) (Medical Devices) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +16.7% YoY (vs +9.1% in previous quarter and historical rate +54.4%)
- EBITDA margin -178.6% increased compared to -208.3% same period last year
- Net Debt increased by $8 mln over the past reporting period (5.2% of market cap)
- FCF (LTM) +$0 bln (positive), 8.4% of market cap
- EV/Sales multiple is 2x

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

2025-08-05

#reports #CVGI

[Commercial Vehicle Group](https://eninvs.com/all.php?name=CVGI) (Auto Parts) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189937)
(2025-08-04, After Market Close):

- Revenue -25.2% YoY (vs -26.7% in previous quarter and historical rate -10.0%)
- EBITDA -20% YoY (vs -27.3% in previous quarter and historical rate +3.1%)
- EBITDA margin 2.3% increased compared to 2.2% same period last year
- Net Debt decreased by $20 mln over the past reporting period (32.1% of market cap)
- FCF (LTM) -$0 bln (negative), 30.5% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 8.9x
- EV/Sales multiple is 0.2x

At the opening of the session the share price went up +0.5% vs S&P500 +0.1%

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

2025-08-05

#reports #CSTL

[Castle Biosciences](https://eninvs.com/all.php?name=CSTL) (Cancer diseases) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189936)
(2025-08-04, After Market Close):

- Revenue -1.1% YoY (vs +20.5% in previous quarter and historical rate +49.0%)
- EBITDA +212.5% YoY (vs -2500.0% in previous quarter and historical rate +66.7%)
- EBITDA margin 29.1% increased compared to 9.2% same period last year
- Net Debt increased by $19 mln over the past reporting period (4.3% of market cap)
- FCF (LTM) +$0 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 19.7x compared to historical level (75th percentile) of 141x
- EV/Sales multiple is 1.1x

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

2025-08-05

#reports #COMM

[CommScope](https://eninvs.com/all.php?name=COMM) (Communication Equipment) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189935)
(2025-08-04, Before Market Open):

- Revenue +0.1% YoY (vs -4.8% in previous quarter and historical rate -16.6%)
- EBITDA +9.9% YoY (vs +82.8% in previous quarter and historical rate +12.5%)
- EBITDA margin 22.4% increased compared to 20.4% same period last year
- Net Debt decreased by $56 mln over the past reporting period (1.9% of market cap)
- FCF (LTM) +$1.9 bln (positive), 63.3% of market cap
- EV/EBITDA multiple is 21.6x compared to historical level (75th percentile) of 121.4x
- EV/Sales multiple is 2.3x

At the opening of the session the share price went up +77.5% vs S&P500 +0.5%

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

2025-08-05

#reports #BRKR

[Bruker](https://eninvs.com/all.php?name=BRKR) ( Medical equipment manufacturer ) reported for 2025 q2
(2025-08-04, Before Market Open):

- Revenue -0.5% YoY (vs +10.9% in previous quarter and historical rate +11.7%)
- EBITDA -26.9% YoY (vs -18.0% in previous quarter and historical rate -6.0%)
- EBITDA margin 8.5% decreased compared to 11.6% same period last year
- Net Debt increased by $443 mln over the past reporting period (8.5% of market cap)
- FCF (LTM) -$0.3 bln (negative), 5.1% of market cap
- EV/EBITDA multiple is 19.2x compared to historical level (75th percentile) of 23.3x
- EV/Sales multiple is 2.2x

At the opening of the session the share price went down -10.2% vs S&P500 +0.5%

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

2025-08-05

#reports #BRBR

[BellRing Brands](https://eninvs.com/all.php?name=BRBR) (Packaged Foods) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +6.4% YoY (vs +18.8% in previous quarter and historical rate +18.9%)
- EBITDA -56.8% YoY (vs +6.0% in previous quarter and historical rate +32.1%)
- EBITDA margin 9.3% decreased compared to 22.9% same period last year
- Net Debt increased by $39 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.3% of market cap
- EV/EBITDA multiple is 23.5x compared to historical level (75th percentile) of 28.7x
- EV/Sales multiple is 3.7x

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

2025-08-05

#reports #BMRN

[BioMarin Pharmaceutical](https://eninvs.com/all.php?name=BMRN) (Therapeutic enzyme products provider) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +15.9% YoY (vs +14.8% in previous quarter and historical rate +17.3%)
- EBITDA +100.7% YoY (vs +112.1% in previous quarter)
- EBITDA margin 35.8% increased compared to 20.6% same period last year
- Net Debt decreased by $160 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 78.2x
- EV/Sales multiple is 3.3x

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

2025-08-05

#reports #SBAC
@ REITs

[SBA Communications](https://eninvs.com/all.php?name=SBAC) (Real estate investment fund) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +5.9% YoY (vs +0.9% in previous quarter and historical rate +3.7%)
- EBITDA -3.3% YoY (vs 0.0% in previous quarter and historical rate +32.8%)
- EBITDA margin 57.9% decreased compared to 63.5% same period last year
- Net Debt decreased by $949 mln over the past reporting period (3.8% of market cap)
- FCF (LTM) -$1.5 bln (negative), 6.2% of market cap
- EV/EBITDA multiple is 23.4x compared to historical level (75th percentile) of 25.1x
- EV/Sales multiple is 14.5x

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

2025-08-05

#reports #SOHU
@ china

[Sohu.com](https://eninvs.com/all.php?name=SOHU) (Online advertising service provider) reported for 2025 q2
(2025-08-04, Before Market Open):

- Revenue -26.7% YoY (vs -2.2% in previous quarter and historical rate -11.0%)
- EBITDA margin -17.5% increased compared to -25.6% same period last year
- Net Debt increased by $49 mln over the past reporting period (10.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 18.5% of market cap
- EV/Sales multiple is -0.6x

At the opening of the session the share price went down -4.3% vs S&P500 +0.5%

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

2025-08-05

#reports #PLTR

[Palantir Technologies](https://eninvs.com/all.php?name=PLTR) (Software provider) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +48.1% YoY (vs +39.4% in previous quarter and historical rate +25.7%)
- EBITDA +144.2% YoY (vs +105.6% in previous quarter and historical rate +127.7%)
- EBITDA margin 27.5% increased compared to 16.7% same period last year
- Net Debt decreased by $575 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.5 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 537.8x compared to historical level (75th percentile) of 533.7x
- EV/Sales multiple is 94.7x

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

2025-08-05

#reports #NSPR

[InspireMD](https://eninvs.com/all.php?name=NSPR) (Medical Devices) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189928)
(2025-08-05, Before Market Open):

- Revenue 0% YoY (vs 0.0% in previous quarter and historical rate +25.0%)
- EBITDA margin -650.0% decreased compared to -400.0% same period last year
- Net Debt increased by $7 mln over the past reporting period (33.4% of market cap)
- FCF (LTM) -$0 bln (negative), 105.1% of market cap
- EV/Sales multiple is 0.5x

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

2025-08-05

#reports #AXSM

[Axsome Therapeutics](https://eninvs.com/all.php?name=AXSM) (Treatments for neurological disorders developer) reported for 2025 q2
(2025-08-04, Before Market Open):

- Revenue +72.4% YoY (vs +61.3% in previous quarter and historical rate +128.7%)
- EBITDA margin -24.7% increased compared to -89.7% same period last year
- Net Debt increased by $68 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0 bln (negative), 0.6% of market cap
- EV/Sales multiple is 10.1x

At the opening of the session the share price went up +4.8% vs S&P500 +0.5%

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

2025-08-05

#reports #AXON

[Axon Enterprise](https://eninvs.com/all.php?name=AXON) (Conducted energy weapons manufacturer ) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue +32.7% YoY (vs +31.0% in previous quarter and historical rate +34.3%)
- EBITDA -61.9% YoY (vs -52.2% in previous quarter and historical rate +12.5%)
- EBITDA margin 2.4% decreased compared to 8.3% same period last year
- Net Debt increased by $114 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 855.6x compared to historical level (75th percentile) of 285.6x
- EV/Sales multiple is 23.6x

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

2025-08-05

#reports #ALSN

[Allison Transmission](https://eninvs.com/all.php?name=ALSN) ( Fully-automatic transmissions manufacturer) reported for 2025 q2
(2025-08-04, After Market Close):

- Revenue -0.2% YoY (vs -2.9% in previous quarter and historical rate +8.2%)
- EBITDA -1.7% YoY (vs +6.1% in previous quarter and historical rate +43.2%)
- EBITDA margin 35.0% decreased compared to 35.5% same period last year
- Net Debt decreased by $26 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 10.6x
- EV/Sales multiple is 3.1x

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

2025-08-05

#reports #AGL

[agilon health, inc.](https://eninvs.com/all.php?name=AGL) (Medical Care Facilities) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189926)
(2025-08-05, After Market Close):

- Revenue -5.9% YoY (vs -4.4% in previous quarter and historical rate +41.4%)
- EBITDA margin -7.8% decreased compared to -2.5% same period last year
- Net Debt increased by $40 mln over the past reporting period (5.3% of market cap)
- FCF (LTM) -$0 bln (negative), 4.5% of market cap
- EV/Sales multiple is 0.1x

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

2025-08-02

#reports #SOI

[Solaris Oilfield Infrastructure](https://eninvs.com/all.php?name=SOI) (Oil and Gas Equipment and Services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189900)
(2024-08-08, After Market Close):

- Revenue +101.4% YoY (vs +85.3% in previous quarter and historical rate +31.6%)
- EBITDA +157.1% YoY (vs +110.0% in previous quarter and historical rate +64.2%)
- EBITDA margin 36.2% increased compared to 28.4% same period last year
- Net Debt increased by $212 mln over the past reporting period (51.8% of market cap)
- FCF (LTM) -$0.5 bln (negative), 117.0% of market cap
- EV/EBITDA multiple is 8x compared to historical level (75th percentile) of 8.5x
- EV/Sales multiple is 2.8x

At the opening of the session the share price went up +2.3% vs S&P500 -0.1%

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

2025-08-02

#reports #HUN

[Huntsman Corporation](https://eninvs.com/all.php?name=HUN) (Chemical products manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189869)
(2025-07-31, After Market Close):

- Revenue -7.4% YoY (vs -4.1% in previous quarter and historical rate +5.0%)
- EBITDA -210.1% YoY (vs +258.1% in previous quarter and historical rate -27.8%)
- EBITDA margin -8.2% decreased compared to 6.9% same period last year
- Net Debt increased by $13 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 5.5% of market cap
- EV/EBITDA multiple is 29.5x compared to historical level (75th percentile) of 17.8x
- EV/Sales multiple is 0.6x

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

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

2025-08-02

#reports #UHS

[Universal Health Services](https://eninvs.com/all.php?name=UHS) (Medical services provider) reported for 2025 q2
(2025-07-28, After Market Close):

- Revenue +147.5% YoY (vs +5.6% in previous quarter and historical rate +27.6%)
- EBITDA +27.8% YoY (vs +6.1% in previous quarter and historical rate +15.3%)
- EBITDA margin 15.2% decreased compared to 29.5% same period last year
- Net Debt decreased by $83 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 6.9x compared to historical level (75th percentile) of 10.5x
- EV/Sales multiple is 0.9x

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

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

2025-08-02

#reports #OSW

[OneSpaWorld Ltd](https://eninvs.com/all.php?name=OSW) (Leisure) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189809)
(2025-07-30, Before Market Open):

- Revenue +7.1% YoY (vs +4.3% in previous quarter and historical rate +47.7%)
- EBITDA +16.7% YoY (vs -11.5% in previous quarter and historical rate +74.5%)
- EBITDA margin 11.6% increased compared to 10.7% same period last year
- Net Debt decreased by $14 mln over the past reporting period (0.6% of market cap)
- EV/EBITDA multiple is 22.6x compared to historical level (75th percentile) of 23x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +5.7% vs S&P500 +0.2%

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

2025-08-02

#reports #IRMD

[IRadimed Corporation](https://eninvs.com/all.php?name=IRMD) (Medical Devices) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189863)
(2025-08-01, Before Market Open):

- Revenue +11.1% YoY (vs +11.1% in previous quarter and historical rate +17.3%)
- EBITDA +16.7% YoY (vs +20.0% in previous quarter and historical rate +25.1%)
- EBITDA margin 35.0% increased compared to 33.3% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 31.5x compared to historical level (75th percentile) of 29.9x
- EV/Sales multiple is 10.2x

At the opening of the session the share price went up +7.6% vs S&P500 -0.8%

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

2025-08-02

#reports #INGR

[Ingredion](https://eninvs.com/all.php?name=INGR) (Starch manufacturer) reported for 2025 q2
(2025-08-01, Before Market Open):

- Revenue -2.4% YoY (vs -3.7% in previous quarter and historical rate -0.2%)
- EBITDA +10.2% YoY (vs +24.4% in previous quarter and historical rate +13.5%)
- EBITDA margin 17.7% increased compared to 15.7% same period last year
- Net Debt decreased by $20 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.5 bln (positive), 5.4% of market cap
- EV/EBITDA multiple is 7.8x compared to historical level (75th percentile) of 9.5x
- EV/Sales multiple is 1.3x

At the opening of the session the share price went down -2.8% vs S&P500 -0.8%

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

2025-08-02

#reports #AVNT

[Avient Corporation](https://eninvs.com/all.php?name=AVNT) (Polymer materials manufacturer ) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189862)
(2025-08-01, Before Market Open):

- Revenue +2% YoY (vs -0.2% in previous quarter and historical rate -11.7%)
- EBITDA +14.2% YoY (vs -64.1% in previous quarter and historical rate +4.5%)
- EBITDA margin 15.8% increased compared to 14.1% same period last year
- Net Debt decreased by $67 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 10.8x compared to historical level (75th percentile) of 13.4x
- EV/Sales multiple is 1.4x

At the opening of the session the share price went down -0.5% vs S&P500 -0.8%

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

2025-08-02

#reports #CPT
@ REITs

[Camden Property Trust](https://eninvs.com/all.php?name=CPT) (Real estate investment fund) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189816)
(2025-07-31, After Market Close):

- Revenue +2.6% YoY (vs +2.1% in previous quarter and historical rate +7.6%)
- EBITDA +22.9% YoY (vs -17.3% in previous quarter and historical rate -6.5%)
- EBITDA margin 59.4% increased compared to 49.6% same period last year
- Net Debt decreased by $7 mln over the past reporting period (0.1% of market cap)
- EV/EBITDA multiple is 15.3x compared to historical level (75th percentile) of 13.7x
- EV/Sales multiple is 7.5x

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

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

2025-08-02

#reports #WHD

[Cactus](https://eninvs.com/all.php?name=WHD) (Oil production equipment supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189689)
(2025-07-30, After Market Close):

- Revenue -5.5% YoY (vs +2.2% in previous quarter and historical rate +29.7%)
- EBITDA -18.3% YoY (vs +4.5% in previous quarter and historical rate +43.3%)
- EBITDA margin 21.2% decreased compared to 24.5% same period last year
- Net Debt decreased by $58 mln over the past reporting period (2.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 3.7% of market cap
- EV/EBITDA multiple is 6.7x compared to historical level (75th percentile) of 13.3x
- EV/Sales multiple is 2x

At the opening of the session the share price went down -3.0% vs S&P500 +1.0%

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

2025-08-02

#reports #REGN

[Regeneron Pharmaceuticals](https://eninvs.com/all.php?name=REGN) (Pharmaceutical manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189659)
(2025-08-01, Before Market Open):

- Revenue -15% YoY (vs -19.6% in previous quarter and historical rate -12.6%)
- EBITDA +0.7% YoY (vs -24.9% in previous quarter and historical rate -12.8%)
- EBITDA margin 85.3% increased compared to 72.0% same period last year
- Net Debt increased by $98 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0 bln (negative), 0.0% of market cap
- EV/EBITDA multiple is 10.7x compared to historical level (75th percentile) of 19.8x
- EV/Sales multiple is 6.4x

At the opening of the session the share price went up +6.9% vs S&P500 -0.8%

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

2025-08-02

#reports #OSTK

[Overstock](https://eninvs.com/all.php?name=OSTK) (Online-retailer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189651)
(2023-10-26, Before Market Open):

- Revenue -29.1% YoY (vs -39.3% in previous quarter and historical rate -21.0%)
- EBITDA margin -5.0% increased compared to -10.8% same period last year
- Net Debt decreased by $12 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$0 bln (negative), 4.9% of market cap
- EV/Sales multiple is 0.7x

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

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

2025-08-02

#reports #OSK

[Oshkosh Corporation](https://eninvs.com/all.php?name=OSK) (Vehicle manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189648)
(2025-08-01, Before Market Open):

- Revenue -4% YoY (vs -9.1% in previous quarter and historical rate +10.2%)
- EBITDA +12.6% YoY (vs -25.2% in previous quarter and historical rate +72.3%)
- EBITDA margin 12.7% increased compared to 10.9% same period last year
- Net Debt increased by $40 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.0% of market cap
- EV/EBITDA multiple is 8.4x compared to historical level (75th percentile) of 10.3x
- EV/Sales multiple is 0.9x

At the opening of the session the share price went up +2.9% vs S&P500 -0.8%

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

2025-08-02

#reports #OFLX

[Omega Flex](https://eninvs.com/all.php?name=OFLX) (Specialty Industrial Machinery) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189644)
(2025-03-05, After Market Close):

- Revenue +4% YoY (vs -8.0% in previous quarter and historical rate -7.8%)
- EBITDA -16.7% YoY (vs -20.0% in previous quarter and historical rate -15.1%)
- EBITDA margin 19.2% decreased compared to 24.0% same period last year
- Net Debt decreased by $2 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 12.6x compared to historical level (75th percentile) of 26.3x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went down -1.5% vs S&P500 -1.0%

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

2025-08-02

#reports #NWL

[Newell Brands](https://eninvs.com/all.php?name=NWL) (Housewares products seller) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189642)
(2025-08-01, Before Market Open):

- Revenue -4.8% YoY (vs -5.3% in previous quarter and historical rate -10.9%)
- EBITDA +3.3% YoY (vs -5.0% in previous quarter and historical rate -7.5%)
- EBITDA margin 12.9% increased compared to 11.9% same period last year
- Net Debt increased by $181 mln over the past reporting period (9.2% of market cap)
- FCF (LTM) -$0 bln (negative), 2.3% of market cap
- EV/EBITDA multiple is 15.3x compared to historical level (75th percentile) of 31.3x
- EV/Sales multiple is 1x

At the opening of the session the share price went down -8.6% vs S&P500 -0.8%

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

2025-08-02

#reports #NVT

[nVent Electric plc](https://eninvs.com/all.php?name=NVT) (Electrical Equipment and Parts) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189640)
(2025-08-01, Before Market Open):

- Revenue +9.4% YoY (vs -7.5% in previous quarter and historical rate +6.9%)
- EBITDA +0.5% YoY (vs -13.6% in previous quarter and historical rate +21.3%)
- EBITDA margin 21.5% decreased compared to 23.4% same period last year
- Net Debt increased by $1 bln since the start of the year (6.9% of market cap)
- FCF (LTM) +$1.1 bln (positive), 7.0% of market cap
- EV/EBITDA multiple is 22.7x compared to historical level (75th percentile) of 17.3x
- EV/Sales multiple is 4.8x

At the opening of the session the share price went up +12.8% vs S&P500 -0.8%

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

2025-08-02

#reports #NSP

[Insperity](https://eninvs.com/all.php?name=NSP) (Human resources and business solutions provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189637)
(2025-08-01, Before Market Open):

- Revenue +3.3% YoY (vs +3.4% in previous quarter and historical rate +7.0%)
- EBITDA -88.2% YoY (vs -33.6% in previous quarter and historical rate -15.4%)
- EBITDA margin 0.2% decreased compared to 2.1% same period last year
- Net Debt increased by $112 mln over the past reporting period (6.5% of market cap)
- FCF (LTM) -$0.2 bln (negative), 11.1% of market cap
- EV/EBITDA multiple is 18.6x compared to historical level (75th percentile) of 15.7x
- EV/Sales multiple is 0.3x

At the opening of the session the share price went down -6.3% vs S&P500 -0.8%

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

2025-08-02

#reports #NRC

[National Research](https://eninvs.com/all.php?name=NRC) (Diagnostics and Research) reported for 2025 q2
(2025-07-28, After Market Close):

- Revenue -2.9% YoY (vs -2.9% in previous quarter and historical rate -2.3%)
- EBITDA -70% YoY (vs 0.0% in previous quarter and historical rate -14.8%)
- EBITDA margin 8.8% decreased compared to 28.6% same period last year
- Net Debt increased by $13 mln over the past reporting period (4.5% of market cap)
- FCF (LTM) -$0 bln (negative), 7.3% of market cap
- EV/EBITDA multiple is 10.7x compared to historical level (75th percentile) of 21.6x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +3.6% vs S&P500 +0.2%

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

2025-08-02

#reports #MHK

[Mohawk Industries](https://eninvs.com/all.php?name=MHK) (Floor covering manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189628)
(2025-07-24, After Market Close):

- Revenue 0% YoY (vs -5.7% in previous quarter and historical rate -3.0%)
- EBITDA +1% YoY (vs -18.3% in previous quarter and historical rate -7.6%)
- EBITDA margin 13.9% increased compared to 13.8% same period last year
- Net Debt increased by $549 mln over the past reporting period (7.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 7.6x compared to historical level (75th percentile) of 28.6x
- EV/Sales multiple is 0.9x

At the opening of the session the share price went up +2.8% vs S&P500 +0.1%

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

2025-08-02

#reports #LH

[Laboratory of America](https://eninvs.com/all.php?name=LH) (Medical services provider) reported for 2025 q2
(2025-07-24, Before Market Open):

- Revenue +9.5% YoY (vs +5.3% in previous quarter and historical rate -4.4%)
- EBITDA +25% YoY (vs +3.6% in previous quarter and historical rate -6.3%)
- EBITDA margin 16.0% increased compared to 14.0% same period last year
- Net Debt decreased by $250 mln over the past reporting period (1.0% of market cap)
- FCF (LTM) -$0.2 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 16.2x compared to historical level (75th percentile) of 19x
- EV/Sales multiple is 2.2x

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

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

2025-08-02

#reports #KMB

[Kimberly-Clark](https://eninvs.com/all.php?name=KMB) (Consumer products manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189755)
(2025-08-01, Before Market Open):

- Revenue -17.2% YoY (vs -6.0% in previous quarter and historical rate -2.1%)
- EBITDA +6.3% YoY (vs -9.9% in previous quarter and historical rate +22.0%)
- EBITDA margin 21.5% increased compared to 16.8% same period last year
- Net Debt decreased by $68 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 11.2x compared to historical level (75th percentile) of 15.6x
- EV/Sales multiple is 2.7x

At the opening of the session the share price went up +6.5% vs S&P500 -0.8%

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

2025-08-02

#reports #JAKK

[JAKKS Pacific](https://eninvs.com/all.php?name=JAKK) (Leisure) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189614)
(2025-07-24, After Market Close):

- Revenue -20.1% YoY (vs +25.6% in previous quarter and historical rate -4.3%)
- EBITDA -110% YoY (vs -300.0% in previous quarter)
- EBITDA margin -0.8% decreased compared to 6.7% same period last year
- Net Debt decreased by $385 mln over the past reporting period (234.3% of market cap)
- FCF (LTM) +$0 bln (positive), 11.0% of market cap
- EV/EBITDA multiple is 3.3x compared to historical level (75th percentile) of 13.6x
- EV/Sales multiple is 0.3x

At the opening of the session the share price went down -0.4% vs S&P500 +0.1%

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

2025-08-02

#reports #GWW

[WW Grainger](https://eninvs.com/all.php?name=GWW) (Operating supplies manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189602)
(2025-08-01, Before Market Open):

- Revenue +5.6% YoY (vs +1.7% in previous quarter and historical rate +7.3%)
- EBITDA +4.7% YoY (vs +1.1% in previous quarter and historical rate +12.5%)
- EBITDA margin 16.3% decreased compared to 16.4% same period last year
- Net Debt increased by $120 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.7 bln (negative), 1.5% of market cap
- EV/EBITDA multiple is 17.1x compared to historical level (75th percentile) of 19x
- EV/Sales multiple is 2.8x

At the opening of the session the share price went down -9.9% vs S&P500 -0.8%

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

2025-08-02

#reports #FLGT

[Fulgent Genetics](https://eninvs.com/all.php?name=FLGT) (Platform for automatic data analysis) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189593)
(2025-08-01, Before Market Open):

- Revenue +15.5% YoY (vs +14.1% in previous quarter and historical rate -20.4%)
- EBITDA margin -15.9% decreased compared to -15.5% same period last year
- Net Debt increased by $517 mln over the past reporting period (90.5% of market cap)
- FCF (LTM) -$0 bln (negative), 4.2% of market cap
- EV/Sales multiple is 0.9x

At the opening of the session the share price went up +12.0% vs S&P500 -0.8%

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

2025-08-02

#reports #ENSG

[Ensign](https://eninvs.com/all.php?name=ENSG) (Provides patient care/rehabilitation services) reported for 2025 q2
(2025-07-24, After Market Close):

- Revenue -33% YoY (vs +16.1% in previous quarter and historical rate +36.4%)
- EBITDA +32.7% YoY (vs +23.5% in previous quarter and historical rate +20.3%)
- EBITDA margin 10.6% increased compared to 5.3% same period last year
- Net Debt decreased by $57 mln over the past reporting period (0.7% of market cap)
- EV/EBITDA multiple is 14.8x compared to historical level (75th percentile) of 23.9x
- EV/Sales multiple is 1.5x

At the opening of the session the share price went up +8.9% vs S&P500 +0.1%

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

2025-08-02

#reports #CPS

[Cooper-Standard](https://eninvs.com/all.php?name=CPS) (Car components manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189578)
(2025-07-31, After Market Close):

- Revenue -0.3% YoY (vs -1.3% in previous quarter and historical rate +5.5%)
- EBITDA +62.9% YoY (vs +43.8% in previous quarter and historical rate +98.4%)
- EBITDA margin 8.1% increased compared to 4.9% same period last year
- Net Debt decreased by $8 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) -$0.1 bln (negative), 13.5% of market cap
- EV/EBITDA multiple is 7.3x compared to historical level (75th percentile) of 22.4x
- EV/Sales multiple is 0.6x

At the opening of the session the share price went up +18.5% vs S&P500 -0.8%

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

2025-08-02

#reports #AVTR

[Avantor](https://eninvs.com/all.php?name=AVTR) (Chemicals and reagents manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189562)
(2025-08-01, Before Market Open):

- Revenue -1.2% YoY (vs -5.9% in previous quarter and historical rate -4.2%)
- EBITDA -16.5% YoY (vs +0.4% in previous quarter and historical rate +29.9%)
- EBITDA margin 13.8% decreased compared to 16.3% same period last year
- Net Debt increased by $13 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$1.1 bln (positive), 13.8% of market cap
- EV/EBITDA multiple is 7.9x compared to historical level (75th percentile) of 19.2x
- EV/Sales multiple is 1.7x

At the opening of the session the share price went down -11.2% vs S&P500 -0.8%

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

2025-08-02

#reports #ASIX

[AdvanSix](https://eninvs.com/all.php?name=ASIX) (Polymer resin manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189559)
(2025-08-01, Before Market Open):

- Revenue -9.5% YoY (vs +12.2% in previous quarter and historical rate +26.9%)
- EBITDA -30.3% YoY (vs +4800.0% in previous quarter and historical rate +2.9%)
- EBITDA margin 12.9% decreased compared to 16.8% same period last year
- Net Debt increased by $7 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0 bln (negative), 7.2% of market cap
- EV/EBITDA multiple is 5.4x compared to historical level (75th percentile) of 7.8x
- EV/Sales multiple is 0.4x

At the opening of the session the share price went up +0.3% vs S&P500 -0.8%

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

2025-08-02

#reports #AES

[AES](https://eninvs.com/all.php?name=AES) (Electricity provider) reported for 2025 q2
(2025-07-31, Before Market Open):

- Revenue -3% YoY (vs -5.2% in previous quarter and historical rate +1.1%)
- EBITDA +70.1% YoY (vs -46.5% in previous quarter and historical rate +17.0%)
- EBITDA margin 13.8% increased compared to 7.9% same period last year
- Net Debt increased by $491 mln over the past reporting period (5.7% of market cap)
- FCF (LTM) -$0.9 bln (negative), 10.3% of market cap
- EV/EBITDA multiple is 6.1x compared to historical level (75th percentile) of 16x
- EV/Sales multiple is 1x

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

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

2025-08-02

#reports #TER
@ artificial-intelligence

[Teradyne](https://eninvs.com/all.php?name=TER) (Test equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189673)
(2025-07-29, After Market Close):

- Revenue -10.7% YoY (vs +14.3% in previous quarter and historical rate -5.5%)
- EBITDA -51% YoY (vs +44.6% in previous quarter and historical rate -12.4%)
- EBITDA margin 18.1% decreased compared to 33.0% same period last year
- Net Debt increased by $146 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.4% of market cap
- EV/EBITDA multiple is 26.3x compared to historical level (75th percentile) of 27.3x
- EV/Sales multiple is 5.7x

At the opening of the session the share price went up +16.8% vs S&P500 +0.2%

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

2025-08-01

#reports #ZYXI

[Zynex](https://eninvs.com/all.php?name=ZYXI) (Medical equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189543)
(2025-07-31, After Market Close):

- Revenue -56% YoY (vs -42.6% in previous quarter and historical rate +3.1%)
- EBITDA -400% YoY (vs -700.0% in previous quarter and historical rate -52.0%)
- EBITDA margin -40.9% decreased compared to 6.0% same period last year
- Net Debt increased by $6 mln over the past reporting period (8.5% of market cap)
- FCF (LTM) -$0 bln (negative), 21.3% of market cap
- EV/Sales multiple is 0.9x

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

2025-08-01

#reports #ZEUS

[Olympic Steel](https://eninvs.com/all.php?name=ZEUS) (Steel) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue -5.7% YoY (vs -6.5% in previous quarter and historical rate -11.3%)
- EBITDA -14.3% YoY (vs -36.4% in previous quarter and historical rate -26.4%)
- EBITDA margin 3.6% decreased compared to 4.0% same period last year
- Net Debt decreased by $5 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0 bln (negative), 8.2% of market cap
- EV/EBITDA multiple is 10.4x compared to historical level (75th percentile) of 9.5x
- EV/Sales multiple is 0.3x

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

2025-08-01

#reports #WSC

[WillScot](https://eninvs.com/all.php?name=WSC) (Warehouse service provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189539)
(2025-07-31, After Market Close):

- Revenue -2.6% YoY (vs -4.6% in previous quarter and historical rate +4.2%)
- EBITDA +207.1% YoY (vs -5.9% in previous quarter and historical rate +8.7%)
- EBITDA margin 36.5% increased compared to 11.6% same period last year
- Net Debt increased by $77 mln over the past reporting period (1.4% of market cap)
- FCF (LTM) -$0.2 bln (negative), 4.0% of market cap
- EV/EBITDA multiple is 13.4x compared to historical level (75th percentile) of 15.2x
- EV/Sales multiple is 4x

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

2025-08-01

#reports #WK

[Workiva](https://eninvs.com/all.php?name=WK) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189538)
(2025-07-31, After Market Close):

- Revenue +20.8% YoY (vs +17.0% in previous quarter and historical rate +17.6%)
- EBITDA margin -9.3% increased compared to -11.8% same period last year
- Net Debt decreased by $47 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) +$0.1 bln (positive), 2.9% of market cap
- EV/Sales multiple is 4.4x

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

2025-08-01

#reports #WEAV

[Weave Communications, Inc.](https://eninvs.com/all.php?name=WEAV) (Software — Application) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +13.7% YoY (vs +19.1% in previous quarter and historical rate +19.2%)
- EBITDA margin -12.1% decreased compared to -11.8% same period last year
- Net Debt increased by $20 mln over the past reporting period (3.7% of market cap)
- FCF (LTM) -$0 bln (negative), 3.3% of market cap
- EV/Sales multiple is 2.3x

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

2025-08-01

#reports #WCC

[WESCO International](https://eninvs.com/all.php?name=WCC) (Electrical and industrial components supplier) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189537)
(2025-07-31, Before Market Open):

- Revenue +7.7% YoY (vs -0.1% in previous quarter and historical rate +3.8%)
- EBITDA +0.3% YoY (vs -6.2% in previous quarter and historical rate +5.8%)
- EBITDA margin 6.3% decreased compared to 6.8% same period last year
- Net Debt increased by $586 mln over the past reporting period (5.4% of market cap)
- FCF (LTM) -$0.6 bln (negative), 5.2% of market cap
- EV/EBITDA multiple is 11.9x compared to historical level (75th percentile) of 9.3x
- EV/Sales multiple is 0.7x

At the opening of the session the share price went down -6.0% vs S&P500 +1.0%

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

2025-08-01

#reports #VNDA

[Vanda Pharmaceuticals](https://eninvs.com/all.php?name=VNDA) (Small molecule drugs developer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189536)
(2025-07-31, Before Market Open):

- Revenue +6% YoY (vs +6.4% in previous quarter and historical rate -5.8%)
- EBITDA margin -71.7% decreased compared to -18.0% same period last year
- Net Debt increased by $15 mln over the past reporting period (6.0% of market cap)
- FCF (LTM) -$0 bln (negative), 19.3% of market cap
- EV/EBITDA multiple is 0.7x compared to historical level (75th percentile) of 7.6x
- EV/Sales multiple is -0.3x

At the opening of the session the share price went down -5.1% vs S&P500 +1.0%

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

2025-08-01

#reports #VMC

[Vulcan Materials](https://eninvs.com/all.php?name=VMC) (Building aggregates manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189535)
(2025-07-31, Before Market Open):

- Revenue +4.4% YoY (vs +5.8% in previous quarter and historical rate +5.3%)
- EBITDA +5.1% YoY (vs +33.2% in previous quarter and historical rate +14.4%)
- EBITDA margin 31.2% increased compared to 31.0% same period last year
- Net Debt decreased by $487 mln over the past reporting period (1.3% of market cap)
- FCF (LTM) -$1.7 bln (negative), 4.7% of market cap
- EV/EBITDA multiple is 18.5x compared to historical level (75th percentile) of 18.8x
- EV/Sales multiple is 5.2x

At the opening of the session the share price went down -2.5% vs S&P500 +1.0%

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

2025-08-01

#reports #VCEL

[Vericel](https://eninvs.com/all.php?name=VCEL) (Medical services provider) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189534)
(2025-07-31, Before Market Open):

- Revenue +18.9% YoY (vs +3.9% in previous quarter and historical rate +17.0%)
- EBITDA margin 1.6% increased compared to -9.4% same period last year
- Net Debt decreased by $3 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) +$0 bln (positive), 0.4% of market cap
- EV/EBITDA multiple is 241.4x compared to historical level (75th percentile) of 766x
- EV/Sales multiple is 6.8x

At the opening of the session the share price went down -9.1% vs S&P500 +1.0%

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

2025-08-01

#reports #UPLD

[Upland Software](https://eninvs.com/all.php?name=UPLD) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189533)
(2025-07-31, Before Market Open):

- Revenue -23.2% YoY (vs -9.9% in previous quarter and historical rate -6.6%)
- EBITDA -72.7% YoY (vs +1000.0% in previous quarter)
- EBITDA margin 5.7% decreased compared to 15.9% same period last year
- Net Debt decreased by $21 mln over the past reporting period (36.3% of market cap)
- FCF (LTM) +$0.3 bln (positive), 553.1% of market cap
- EV/EBITDA multiple is 19.6x compared to historical level (75th percentile) of 1595x
- EV/Sales multiple is 3.3x

At the opening of the session the share price went up +1.4% vs S&P500 +1.0%

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

2025-08-01

#reports #TFX

[Teleflex](https://eninvs.com/all.php?name=TFX) (Medical equipment manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189532)
(2025-07-31, Before Market Open):

- Revenue +4.1% YoY (vs -5.0% in previous quarter and historical rate +2.8%)
- EBITDA +28.1% YoY (vs +1218.2% in previous quarter and historical rate -17.8%)
- EBITDA margin 22.2% increased compared to 18.0% same period last year
- Net Debt increased by $9 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 25.4x
- EV/Sales multiple is 2.4x

At the opening of the session the share price went up +8.1% vs S&P500 +1.0%

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

2025-08-01

#reports #SYK

[Stryker](https://eninvs.com/all.php?name=SYK) (Supplier of surgical and medical products) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +11.1% YoY (vs +11.9% in previous quarter and historical rate +10.5%)
- EBITDA +5.9% YoY (vs -13.9% in previous quarter and historical rate +4.1%)
- EBITDA margin 18.5% decreased compared to 19.4% same period last year
- EV/EBITDA multiple is 41.1x compared to historical level (75th percentile) of 34.1x
- EV/Sales multiple is 6.2x

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

2025-08-01

#reports #SNCY

[Sun Country Airlines Holdings, Inc.](https://eninvs.com/all.php?name=SNCY) (Airlines) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +3.9% YoY (vs +5.1% in previous quarter and historical rate +28.4%)
- EBITDA +13.9% YoY (vs +2.5% in previous quarter and historical rate +51.1%)
- EBITDA margin 15.5% increased compared to 14.2% same period last year
- EV/EBITDA multiple is 2x compared to historical level (75th percentile) of 9.7x
- EV/Sales multiple is 0.4x

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

2025-08-01

#reports #SIRI

[Sirius](https://eninvs.com/all.php?name=SIRI) (Broadcasting) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189529)
(2025-07-31, Before Market Open):

- Revenue -1.8% YoY (vs -4.3% in previous quarter and historical rate +14.4%)
- EBITDA -23.5% YoY (vs -7.9% in previous quarter and historical rate -15.2%)
- EBITDA margin 23.0% decreased compared to 29.5% same period last year
- Net Debt decreased by $136 mln over the past reporting period (0.2% of market cap)
- FCF (LTM) -$0.9 bln (negative), 1.1% of market cap
- EV/Sales multiple is 7.1x

At the opening of the session the share price went down -1.9% vs S&P500 +1.0%

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

2025-08-01

#reports #RMNI

[Rimini Street](https://eninvs.com/all.php?name=RMNI) (Software — Application) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189524)
(2025-07-31, After Market Close):

- Revenue +1% YoY (vs -2.8% in previous quarter and historical rate +18.4%)
- EBITDA margin 39.4% increased compared to -1.0% same period last year
- Net Debt increased by $29 mln over the past reporting period (6.6% of market cap)
- FCF (LTM) -$0 bln (negative), 5.3% of market cap
- EV/EBITDA multiple is 20x compared to historical level (75th percentile) of 5.1x
- EV/Sales multiple is 0.7x

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

2025-08-01

#reports #RMD

[ResMed](https://eninvs.com/all.php?name=RMD) (Medical device manufacturer) reported for 2025 q2
(2025-07-31, Before Market Open):

- Revenue +10.2% YoY (vs +7.9% in previous quarter and historical rate +13.1%)
- EBITDA +21.9% YoY (vs +12.4% in previous quarter and historical rate +18.3%)
- EBITDA margin 38.4% increased compared to 34.8% same period last year
- Net Debt decreased by $265 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$1 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 21x compared to historical level (75th percentile) of 26.3x
- EV/Sales multiple is 7.7x

At the opening of the session the share price went down -0.6% vs S&P500 +1.0%

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

2025-08-01

#reports #PRLB

[Proto Labs](https://eninvs.com/all.php?name=PRLB) (Custom parts manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189520)
(2025-07-31, Before Market Open):

- Revenue +7.1% YoY (vs -1.6% in previous quarter and historical rate +0.7%)
- EBITDA -6.7% YoY (vs -18.8% in previous quarter and historical rate +5.3%)
- EBITDA margin 10.4% decreased compared to 11.9% same period last year
- Net Debt decreased by $6 mln over the past reporting period (0.6% of market cap)
- FCF (LTM) +$0 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 16x
- EV/Sales multiple is 1.8x

At the opening of the session the share price went up +12.0% vs S&P500 +1.0%

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

2025-08-01

#reports #PRDO

[Perdoceo Education](https://eninvs.com/all.php?name=PRDO) (Education and Training Services) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189519)
(2025-07-31, After Market Close):

- Revenue +25.7% YoY (vs +26.8% in previous quarter and historical rate +4.8%)
- EBITDA +6.3% YoY (vs +30.6% in previous quarter and historical rate +13.3%)
- EBITDA margin 24.3% decreased compared to 28.7% same period last year
- Net Debt decreased by $47 mln over the past reporting period (2.5% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.9% of market cap
- EV/EBITDA multiple is 6x compared to historical level (75th percentile) of 5.7x
- EV/Sales multiple is 1.6x

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

2025-08-01

#reports #PCOR

[Procore Technologies, Inc.](https://eninvs.com/all.php?name=PCOR) (Software — Application) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +14.1% YoY (vs +15.6% in previous quarter and historical rate +26.9%)
- EBITDA -150% YoY (vs -1000.0% in previous quarter and historical rate +4.2%)
- EBITDA margin -0.9% decreased compared to 2.1% same period last year
- Net Debt decreased by $54 mln over the past reporting period (0.5% of market cap)
- FCF (LTM) -$0 bln (negative), 0.0% of market cap
- EV/Sales multiple is 7.6x

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

2025-08-01

#reports #PATK

[Patrick Industries](https://eninvs.com/all.php?name=PATK) (Building products manufacturer) reported for 2025 q2
(2025-07-31, Before Market Open):

- Revenue +3% YoY (vs +7.5% in previous quarter and historical rate -7.0%)
- EBITDA +2.4% YoY (vs +8.0% in previous quarter and historical rate -10.3%)
- EBITDA margin 12.3% has not changed compared to 12.4% same period last year
- Net Debt decreased by $100 mln over the past reporting period (3.1% of market cap)
- FCF (LTM) -$0.1 bln (negative), 2.4% of market cap
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 10x
- EV/Sales multiple is 1.2x

At the opening of the session the share price went down -3.0% vs S&P500 +1.0%

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

2025-08-01

#reports #OPK

[OPKO Health](https://eninvs.com/all.php?name=OPK) (Diagnostics and Research) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189514)
(2025-07-31, After Market Close):

- Revenue -13.7% YoY (vs -13.8% in previous quarter and historical rate -19.9%)
- EBITDA margin -21.0% decreased compared to -19.2% same period last year
- Net Debt increased by $67 mln over the past reporting period (7.8% of market cap)
- FCF (LTM) +$0.2 bln (positive), 25.4% of market cap
- EV/Sales multiple is 1.4x

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

2025-08-01

#reports #OMCL

[Omnicell](https://eninvs.com/all.php?name=OMCL) (Medicine services provider) reported for 2025 q2
(2025-07-31, Before Market Open):

- Revenue +5.1% YoY (vs +9.8% in previous quarter and historical rate -2.3%)
- EBITDA +16.7% YoY (vs +700.0% in previous quarter)
- EBITDA margin 9.6% increased compared to 8.7% same period last year
- Net Debt decreased by $13 mln over the past reporting period (0.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.2% of market cap
- EV/EBITDA multiple is 12.2x compared to historical level (75th percentile) of 44.4x
- EV/Sales multiple is 1.2x

At the opening of the session the share price went up +13.6% vs S&P500 +1.0%

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

2025-08-01

#reports #OLED

[Universal Display](https://eninvs.com/all.php?name=OLED) (OLED research company) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189513)
(2025-07-31, After Market Close):

- Revenue +8.2% YoY (vs +0.6% in previous quarter and historical rate +5.3%)
- EBITDA +21.5% YoY (vs +9.7% in previous quarter and historical rate +9.3%)
- EBITDA margin 45.9% increased compared to 40.9% same period last year
- Net Debt increased by $46 mln over the past reporting period (0.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.6% of market cap
- EV/EBITDA multiple is 21.4x compared to historical level (75th percentile) of 27.8x
- EV/Sales multiple is 9.6x

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

2025-08-01

#reports #NVST

[Envista Corporation](https://eninvs.com/all.php?name=NVST) (Medicines equipment manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +7.7% YoY (vs -1.1% in previous quarter and historical rate +0.3%)
- EBITDA margin 11.1% increased compared to -176.8% same period last year
- Net Debt increased by $3 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0.1 bln (positive), 4.0% of market cap
- EV/EBITDA multiple is 13.4x compared to historical level (75th percentile) of 19.6x
- EV/Sales multiple is 1.4x

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

2025-08-01

#reports #NCLH

[Norwegian Cruise Line](https://eninvs.com/all.php?name=NCLH) (Travel Services) reported for 2025 q2
(2025-07-31, Before Market Open):

- Revenue +6.1% YoY (vs -2.9% in previous quarter and historical rate +68.4%)
- EBITDA +17.8% YoY (vs -2.6% in previous quarter and historical rate +99.8%)
- EBITDA margin 27.3% increased compared to 24.6% same period last year
- Net Debt decreased by $230 mln over the past reporting period (2.0% of market cap)
- FCF (LTM) -$1 bln (negative), 8.6% of market cap
- EV/EBITDA multiple is 9.8x compared to historical level (75th percentile) of 13.8x
- EV/Sales multiple is 2.6x

At the opening of the session the share price went up +11.6% vs S&P500 +1.0%

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

2025-08-01

#reports #MSEX

[Middlesex Water](https://eninvs.com/all.php?name=MSEX) (Water supply company) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189507)
(2025-07-31, After Market Close):

- Revenue 0% YoY (vs +7.3% in previous quarter and historical rate +9.4%)
- EBITDA -4.5% YoY (vs +18.8% in previous quarter and historical rate +8.0%)
- EBITDA margin 42.9% decreased compared to 44.9% same period last year
- Net Debt increased by $1 mln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$0 bln (positive), 1.3% of market cap
- EV/EBITDA multiple is 15.7x compared to historical level (75th percentile) of 21.6x
- EV/Sales multiple is 6.7x

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2025-08-01

#reports #MPWR

[Monolithic Power Systems](https://eninvs.com/all.php?name=MPWR) (Power management solutions manufacturer) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +31.2% YoY (vs +39.3% in previous quarter and historical rate +21.1%)
- EBITDA +38.7% YoY (vs +68.2% in previous quarter and historical rate +23.3%)
- EBITDA margin 25.9% increased compared to 24.5% same period last year
- Net Debt decreased by $119 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) -$0.3 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 47.2x compared to historical level (75th percentile) of 60.5x
- EV/Sales multiple is 12.9x

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2025-08-01

#reports #MGPI

[MGP Ingredients](https://eninvs.com/all.php?name=MGPI) (Liquor manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189506)
(2025-07-31, Before Market Open):

- Revenue -24.1% YoY (vs -28.7% in previous quarter and historical rate -5.0%)
- EBITDA -50% YoY (vs -85.3% in previous quarter and historical rate -25.3%)
- EBITDA margin 15.9% decreased compared to 24.1% same period last year
- Net Debt increased by $2 mln over the past reporting period (0.3% of market cap)
- FCF (LTM) +$0 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 13.7x
- EV/Sales multiple is 1.5x

At the opening of the session the share price went up +2.4% vs S&P500 +1.0%

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2025-08-01

#reports #MATX

[Matson](https://eninvs.com/all.php?name=MATX) (Logistic services provider) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue -1.9% YoY (vs +8.3% in previous quarter and historical rate -7.6%)
- EBITDA -5.5% YoY (vs +66.2% in previous quarter and historical rate -1.9%)
- EBITDA margin 18.5% decreased compared to 19.2% same period last year
- Net Debt increased by $53 mln over the past reporting period (1.2% of market cap)
- FCF (LTM) +$0.1 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 9.9x
- EV/Sales multiple is 1.3x

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2025-08-01

#reports #MAS

[Masco](https://eninvs.com/all.php?name=MAS) (Building products manufacturer) reported for [2025 q2](https://eninvs.com/press_release.php?source=sec&form_type=10&id=189504)
(2025-07-31, Before Market Open):

- Revenue -1.9% YoY (vs -61.0% in previous quarter and historical rate -8.9%)
- EBITDA +3.8% YoY (vs -81.6% in previous quarter and historical rate -5.7%)
- EBITDA margin 20.1% increased compared to 19.0% same period last year
- Net Debt decreased by $343 mln over the past reporting period (2.1% of market cap)
- FCF (LTM) -$0.4 bln (negative), 2.4% of market cap
- EV/EBITDA multiple is 16x compared to historical level (75th percentile) of 14.9x
- EV/Sales multiple is 2.9x

At the opening of the session the share price went up +9.0% vs S&P500 +1.0%

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2025-08-01

#reports #LSPD

[Lightspeed POS](https://eninvs.com/all.php?name=LSPD) (Software provider) reported for 2025 q2
(2025-07-31, Before Market Open):

- Revenue +14.7% YoY (vs +10.0% in previous quarter and historical rate +22.8%)
- EBITDA margin -13.1% increased compared to -15.8% same period last year
- Net Debt increased by $110 mln over the past reporting period (5.9% of market cap)
- FCF (LTM) -$0.1 bln (negative), 6.6% of market cap
- EV/Sales multiple is 1.3x

At the opening of the session the share price went up +3.8% vs S&P500 +1.0%

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

2025-08-01

#reports #LOCO

[El Pollo Loco](https://eninvs.com/all.php?name=LOCO) (Restaurants) reported for 2025 q2
(2025-07-31, After Market Close):

- Revenue +3.3% YoY (vs +2.6% in previous quarter and historical rate +1.5%)
- EBITDA -6.3% YoY (vs -7.1% in previous quarter and historical rate +5.8%)
- EBITDA margin 11.9% decreased compared to 13.1% same period last year
- Net Debt decreased by $5 mln over the past reporting period (1.7% of market cap)
- FCF (LTM) +$0 bln (positive), 0.7% of market cap
- EV/EBITDA multiple is 5.3x compared to historical level (75th percentile) of 6.4x
- EV/Sales multiple is 0.6x

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