2026-08-05

#WTI #reports

W&T Offshore (Oil and Gas E and P) reported for 2026 q2
(2026-05-07, After Market Close):

- Revenue +33.6% YoY (vs +15.4% in previous quarter and historical rate -3.9%)
- EBITDA +145.5% YoY (vs +51.5% in previous quarter and historical rate -8.3%)
- EBITDA margin 33.1% increased compared to 18.0% same period last year
- Net Debt decreased by $0.2 bln since the start of the year (45.5% of market cap)
- FCF (LTM) +$0 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 4.8x compared to historical level (75th percentile) of 4.6x
expected multiple is 5.8x


Growth potential decreased by 16.9% to -17.4%

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

2026-08-05

#TPL #reports

Texas Pacific Land Corporation (Land trust) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +30.9% YoY (vs +86.6% in previous quarter and historical rate +17.0%)
- EBITDA +37.6% YoY (vs +66.1% in previous quarter and historical rate +16.4%)
- EBITDA margin 87.8% increased compared to 83.5% same period last year
- Net Debt increased by $0.2 bln since the start of the year (8.2% of market cap)
- FCF (LTM) -$0.3 bln (negative), 8.9% of market cap
- EV/EBITDA multiple is 3.3x compared to historical level (75th percentile) of 4.8x

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

2026-08-05

#SM #reports

SM Energy Company (Oil and Gas E and P) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +171.9% YoY (vs +75.0% in previous quarter and historical rate +29.4%)
- EBITDA -100% YoY (vs -76.2% in previous quarter and historical rate -6.6%)
- EBITDA margin 0.0% decreased compared to 64.3% same period last year
- Net Debt decreased by $7.5 bln since the start of the year (191.1% of market cap)
- FCF (LTM) +$0.3 bln (positive), 7.8% of market cap
- EV/EBITDA multiple is 9.7x compared to historical level (75th percentile) of 3.8x
expected multiple is 2.4x

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

2026-08-05

#SD #reports

SandRidge Energy (Oil and Gas E and P) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +45.7% YoY (vs +16.3% in previous quarter and historical rate +2.5%)
- EBITDA +54.5% YoY (vs +16.0% in previous quarter and historical rate +8.2%)
- EBITDA margin 66.7% increased compared to 62.9% same period last year
- Net Debt increased by $0.1 bln since the start of the year (14.7% of market cap)
- FCF (LTM) -$0 bln (negative), 0.4% of market cap
- EV/EBITDA multiple is 4.2x compared to historical level (75th percentile) of 4.7x
expected multiple is 4.8x

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

2026-08-05

#REPX #reports

Riley Exploration Permian (Oil and Gas E and P) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +95.3% YoY (vs +11.8% in previous quarter and historical rate +16.0%)
- EBITDA -100% YoY (vs 0.0% in previous quarter and historical rate -4.4%)
- EBITDA margin 0.0% decreased compared to 56.5% same period last year
- Net Debt decreased by $0.2 bln since the start of the year (31.7% of market cap)
- EV/EBITDA multiple is 5.3x compared to historical level (75th percentile) of 4.1x
expected multiple is 2.9x

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

2026-08-05

#PSX #reports

Phillips 66 (Energy services provider) reported for 2026 q2
(2026-02-04, Before Market Open):

- Revenue -100% YoY (vs +2.6% in previous quarter and historical rate -13.3%)
- EBITDA +143.6% YoY (vs -64.9% in previous quarter and historical rate -1.9%)
- EBITDA margin 589100.0% increased compared to 7.2% same period last year
- Net Debt decreased by $22 bln since the start of the year (23.9% of market cap)
- FCF (LTM) -$11.2 bln (negative), 12.2% of market cap
- EV/EBITDA multiple is 10.9x compared to historical level (75th percentile) of 11x

At the opening of the session the share price went up +1.3%

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

2026-08-05

#MUR #reports

Murphy Oil Corporation (Gas and oil production) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +35.2% YoY (vs +9.1% in previous quarter and historical rate -6.6%)
- EBITDA -100% YoY (vs +12.9% in previous quarter and historical rate -22.3%)
- EBITDA margin 0.0% decreased compared to 49.8% same period last year
- Net Debt decreased by $1.9 bln since the start of the year (32.6% of market cap)
- FCF (LTM) -$0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 8.1x compared to historical level (75th percentile) of 4.8x
expected multiple is 4.3x

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

2026-08-05

#HCC #reports

Warrior Met Coal (Coking Coal) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue +71.1% YoY (vs +53.0% in previous quarter and historical rate +5.5%)
- EBITDA +207.8% YoY (vs +371.4% in previous quarter and historical rate +21.5%)
- EBITDA margin 30.8% increased compared to 17.1% same period last year
- Net Debt decreased by $0 bln since the start of the year (0.5% of market cap)
- EV/EBITDA multiple is 12.9x compared to historical level (75th percentile) of 12x

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

2026-08-05

#GNK #reports

Genco Shipping & Trading (Marine Shipping) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +67.9% YoY (vs +60.6% in previous quarter and historical rate +4.7%)
- EBITDA +307.1% YoY (vs +325.0% in previous quarter and historical rate +36.1%)
- EBITDA margin 41.9% increased compared to 17.3% same period last year
- Net Debt decreased by $0.3 bln since the start of the year (24.3% of market cap)
- FCF (LTM) -$0.2 bln (negative), 20.5% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 12x
expected multiple is 3.8x


Growth potential increased by 84.0% to +181.7%

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

2026-08-05

#CF #reports

CF Industries (Fertilizer supplier) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +17.6% YoY (vs +19.4% in previous quarter and historical rate -0.4%)
- EBITDA +35.5% YoY (vs +61.4% in previous quarter and historical rate +4.3%)
- EBITDA margin 53.6% increased compared to 46.6% same period last year
- Net Debt decreased by $4.5 bln since the start of the year (17.9% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 7.5x compared to historical level (75th percentile) of 8.6x
expected multiple is 7.4x


Growth potential decreased by 25.7% to +24.6%

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

2026-08-05

#CDE #reports

Coeur Mining (Gold) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +125.8% YoY (vs +137.8% in previous quarter and historical rate +73.5%)
- EBITDA -100% YoY (vs +327.6% in previous quarter and historical rate +153.5%)
- EBITDA margin 0.0% decreased compared to 42.0% same period last year
- Net Debt increased by $0.8 bln since the start of the year (16.7% of market cap)
- FCF (LTM) +$0.5 bln (positive), 9.3% of market cap
- EV/EBITDA multiple is 3.9x compared to historical level (75th percentile) of 12x
expected multiple is 5x

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

2026-08-05

#CAPL #reports

CrossAmerica Partners LP (Oil and Gas Refining and Marketing) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +22.6% YoY (vs -2.3% in previous quarter and historical rate -5.2%)
- EBITDA -20% YoY (vs +46.4% in previous quarter and historical rate +14.1%)
- EBITDA margin 4.4% decreased compared to 6.8% same period last year
- Net Debt decreased by $0.8 bln since the start of the year (102.7% of market cap)
- FCF (LTM) -$0 bln (negative), 0.5% of market cap
- EV/EBITDA multiple is 8.8x compared to historical level (75th percentile) of 11.9x

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

2026-08-05

#APA #reports

Apache (Gas and oil production) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +9% YoY (vs -14.2% in previous quarter and historical rate +1.0%)
- EBITDA -100% YoY (vs -2.6% in previous quarter and historical rate -8.7%)
- EBITDA margin 0.0% decreased compared to 64.4% same period last year
- Net Debt decreased by $4.2 bln since the start of the year (32.4% of market cap)
- FCF (LTM) +$1.1 bln (positive), 8.5% of market cap
- EV/EBITDA multiple is 3.9x compared to historical level (75th percentile) of 3.2x
expected multiple is 4.1x


Growth potential decreased by 26.5% to -67.2%

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

2026-08-05

#ALB #reports

Albemarle Corporation (Chemicals provider ) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +31.1% YoY (vs +32.7% in previous quarter and historical rate -10.6%)
- EBITDA +297.2% YoY (vs +114.8% in previous quarter and historical rate +18.9%)
- EBITDA margin 49.2% increased compared to 16.2% same period last year
- Net Debt decreased by $3.3 bln since the start of the year (23.5% of market cap)
- FCF (LTM) -$1.3 bln (negative), 9.5% of market cap
- EV/EBITDA multiple is 14.5x compared to historical level (75th percentile) of 12x
expected multiple is 14.7x


Growth potential increased by 7.3% to -23.1%

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

2026-08-05

#XOM #reports

Exxon Mobil (Gas and oil production) reported for 2026 q2
(2026-07-24, Before Market Open):

- Revenue +12.5% YoY (vs +2.4% in previous quarter and historical rate -2.7%)
- EBITDA +2.9% YoY (vs -41.6% in previous quarter and historical rate -14.5%)
- EBITDA margin 19.5% decreased compared to 21.3% same period last year
- Net Debt decreased by $25.6 bln since the start of the year (3.9% of market cap)
- FCF (LTM) -$14.4 bln (negative), 2.2% of market cap
- EV/EBITDA multiple is 9.3x compared to historical level (75th percentile) of 5.8x

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

2026-08-05

#VVV #reports

Valvoline (Lube oil manufacturer) reported for 2026 q2
(2026-05-07, Before Market Open):

- Revenue +24.1% YoY (vs +25.1% in previous quarter and historical rate +12.4%)
- EBITDA +70.5% YoY (vs +34.3% in previous quarter and historical rate +31.1%)
- EBITDA margin 29.7% increased compared to 21.6% same period last year
- Net Debt decreased by $1.9 bln since the start of the year (27.8% of market cap)
- FCF (LTM) -$0.6 bln (negative), 8.8% of market cap
- EV/EBITDA multiple is 17.8x compared to historical level (75th percentile) of 12x

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

2026-08-05

#PARR #reports

Par Pacific (Oil and Gas Refining and Marketing) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +56.8% YoY (vs +4.5% in previous quarter and historical rate +6.7%)
- EBITDA -100% YoY (vs +376.2% in previous quarter and historical rate +24.6%)
- EBITDA margin 0.0% decreased compared to 6.9% same period last year
- Net Debt decreased by $1.2 bln since the start of the year (23.6% of market cap)
- FCF (LTM) -$0.9 bln (negative), 18.1% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 6.3x

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

2026-08-05

#GTE #reports

Gran Tierra Energy (Oil and Gas E and P) reported for 2026 q2
(2026-03-03, After Market Close):

- Revenue +23% YoY (vs +0.6% in previous quarter and historical rate +0.7%)
- EBITDA +1.2% YoY (vs -196.2% in previous quarter and historical rate -22.9%)
- EBITDA margin 45.5% decreased compared to 55.3% same period last year
- EV/EBITDA multiple is 31.6x compared to historical level (75th percentile) of 9.3x
expected multiple is 31.5x


Growth potential decreased by 18.3% to -89.0%

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

2026-08-04

#TALO #reports

Talos Energy (Oil and Gas E and P) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +56.5% YoY (vs -8.0% in previous quarter and historical rate +14.2%)
- EBITDA +1335.7% YoY (vs -68.7% in previous quarter and historical rate +9.5%)
- EBITDA margin 60.5% increased compared to 6.6% same period last year
- Net Debt decreased by $1 bln since the start of the year (51.5% of market cap)
- FCF (LTM) +$0 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 3.9x compared to historical level (75th percentile) of 3.2x
expected multiple is 2x

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

2026-08-04

#SUN #reports

Sunoco LP (Oil and Gas Refining and Marketing) reported for 2026 q2
(2026-05-05, Before Market Open):

- Revenue +164.5% YoY (vs +106.4% in previous quarter and historical rate +25.5%)
- EBITDA -100% YoY (vs +154.9% in previous quarter and historical rate +47.6%)
- EBITDA margin 0.0% decreased compared to 6.6% same period last year
- Net Debt decreased by $14.7 bln since the start of the year (144.7% of market cap)
- FCF (LTM) -$6.5 bln (negative), 64.2% of market cap
- EV/EBITDA multiple is 12.6x compared to historical level (75th percentile) of 12x

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

2026-08-04

#MOS #reports

Mosaic Company (Fertilizer manufacturer) reported for 2026 q2
(2026-05-11, Before Market Open):

- Revenue -6.1% YoY (vs +14.4% in previous quarter and historical rate -8.0%)
- EBITDA -19.6% YoY (vs -109.6% in previous quarter and historical rate -23.7%)
- EBITDA margin 14.4% decreased compared to 16.8% same period last year
- Net Debt decreased by $5.4 bln since the start of the year (63.0% of market cap)
- FCF (LTM) -$1.2 bln (negative), 14.2% of market cap
- EV/EBITDA multiple is 12.4x compared to historical level (75th percentile) of 8.7x
expected multiple is 26x


Growth potential changed insignificantly and equals -103.2%

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

2026-08-04

#METC #reports

Ramaco Resources (Coking Coal) reported for 2026 q2
(2026-02-25):

- Revenue -5.2% YoY (vs -9.6% in previous quarter and historical rate -1.1%)
- EBITDA -100% YoY (vs -233.3% in previous quarter and historical rate -62.9%)
- EBITDA margin 0.0% decreased compared to 2.0% same period last year
- Net Debt decreased by $0.1 bln since the start of the year (14.4% of market cap)
- FCF (LTM) +$0.2 bln (positive), 20.5% of market cap
- EV/EBITDA multiple is -227.1x compared to historical level (75th percentile) of 12x

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

2026-08-04

#IPI #reports

Intrepid Potash (Agricultural Inputs) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue -5.6% YoY (vs +1.0% in previous quarter and historical rate -0.7%)
- EBITDA +38.5% YoY (vs +6.7% in previous quarter and historical rate 0.0%)
- EBITDA margin 26.9% increased compared to 18.3% same period last year
- Net Debt increased by $0.1 bln since the start of the year (22.1% of market cap)
- FCF (LTM) +$0 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 5.9x compared to historical level (75th percentile) of 10.7x
expected multiple is 9.9x


Growth potential decreased by 14.5% to -9.1%

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

2026-08-04

#HL #reports

Hecla Mining Company (Gold) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +9.9% YoY (vs +100.5% in previous quarter and historical rate +42.3%)
- EBITDA -100% YoY (vs +230.8% in previous quarter and historical rate +65.9%)
- EBITDA margin 0.0% decreased compared to 46.1% same period last year
- Net Debt increased by $0.3 bln since the start of the year (3.6% of market cap)
- EV/EBITDA multiple is 20x compared to historical level (75th percentile) of 12x

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

2026-08-04

#GTBIF #reports

Green Thumb (Drug Manufacturers — Specialty and Generic) reported for 2026 q2:

- Revenue +4.8% YoY (vs +7.1% in previous quarter and historical rate +5.8%)
- EBITDA -23.2% YoY (vs +1.4% in previous quarter and historical rate +16.7%)
- EBITDA margin 17.3% decreased compared to 23.5% same period last year
- Net Debt decreased by $0.2 bln since the start of the year (13.9% of market cap)
- FCF (LTM) +$0.1 bln (positive), 8.2% of market cap
- EV/EBITDA multiple is 6.6x compared to historical level (75th percentile) of 8.7x
expected multiple is 7.9x


Growth potential decreased by 22.4% to +48.3%

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

2026-08-04

#ET #reports

Energy Transfer LP (Energy service provider) reported for 2026 q2
(2026-05-05, Before Market Open):

- Revenue +78.4% YoY (vs +32.1% in previous quarter and historical rate +11.6%)
- EBITDA +0.1% YoY (vs +18.4% in previous quarter and historical rate +25.6%)
- EBITDA margin 14.8% decreased compared to 26.3% same period last year
- Net Debt decreased by $70.2 bln since the start of the year (111.8% of market cap)
- FCF (LTM) +$2.3 bln (positive), 3.6% of market cap
- EV/EBITDA multiple is 6.8x compared to historical level (75th percentile) of 8.5x
expected multiple is 6.1x

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

2026-08-04

#EOG #reports

EOG Resources (Gas and oil production) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +57.4% YoY (vs +22.1% in previous quarter and historical rate +2.6%)
- EBITDA -100% YoY (vs +32.0% in previous quarter and historical rate -14.1%)
- EBITDA margin 0.0% decreased compared to 51.1% same period last year
- Net Debt decreased by $4.5 bln since the start of the year (5.3% of market cap)
- FCF (LTM) -$6 bln (negative), 7.1% of market cap
- EV/EBITDA multiple is 9.9x compared to historical level (75th percentile) of 6x
expected multiple is 11.6x


Growth potential decreased by 27.4% to -57.9%

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

2026-08-04

#DVN #reports

Devon Energy (Energy services provider) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue +19% YoY (vs -14.5% in previous quarter and historical rate +2.0%)
- EBITDA -100% YoY (vs -31.3% in previous quarter and historical rate -14.5%)
- EBITDA margin 0.0% decreased compared to 48.4% same period last year
- Net Debt decreased by $7.9 bln since the start of the year (26.6% of market cap)
- FCF (LTM) -$0.7 bln (negative), 2.3% of market cap
- EV/EBITDA multiple is 8.2x compared to historical level (75th percentile) of 5.3x
expected multiple is 11.5x


Growth potential decreased by 44.3% to -73.7%

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

2026-08-03

#KOS #reports

Kosmos Energy (Oil and Gas E and P) reported for 2026 q2
(2026-05-05, Before Market Open):

- Revenue +54.1% YoY (vs +27.9% in previous quarter and historical rate +1.8%)
- EBITDA -100% YoY (vs -252.6% in previous quarter and historical rate -32.7%)
- EBITDA margin 0.0% decreased compared to 36.0% same period last year
- Net Debt decreased by $2.8 bln since the start of the year (202.0% of market cap)
- FCF (LTM) -$0.1 bln (negative), 9.5% of market cap
- EV/EBITDA multiple is -159.2x compared to historical level (75th percentile) of 8.3x
expected multiple is 6.6x

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

2026-08-03

#IIPR #reports

Innovative Industrial Properties (Real estate investment fund) reported for 2026 q2
(2026-05-04, After Market Close):

- Revenue 0% YoY (vs -4.2% in previous quarter and historical rate -2.9%)
- EBITDA +51.1% YoY (vs -1.9% in previous quarter and historical rate -0.3%)
- EBITDA margin 112.7% increased compared to 74.6% same period last year
- Net Debt increased by $0 bln since the start of the year (0.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 11.1% of market cap
- EV/EBITDA multiple is 7.4x compared to historical level (75th percentile) of 12x
expected multiple is 7.3x


Growth potential increased by 14.5% to +62.2%

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

2026-08-03

#FANG #reports

Diamondback Energy (Oil and gas producer) reported for 2026 q2
(2026-05-04, After Market Close):

- Revenue +51.2% YoY (vs +4.7% in previous quarter and historical rate +29.6%)
- EBITDA +63.8% YoY (vs -49.1% in previous quarter and historical rate +9.2%)
- EBITDA margin 70.8% increased compared to 65.4% same period last year
- Net Debt decreased by $13.7 bln since the start of the year (24.2% of market cap)
- FCF (LTM) +$4.3 bln (positive), 7.5% of market cap
- EV/EBITDA multiple is 10.9x compared to historical level (75th percentile) of 6.9x
expected multiple is 10.3x


Growth potential increased by 1.3% to -76.0%

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

2026-08-03

#ANDE #reports

Andersons (Grain and fertilizer supplier) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue -1.2% YoY (vs -1.2% in previous quarter and historical rate -12.1%)
- EBITDA +180% YoY (vs +70.0% in previous quarter and historical rate +52.0%)
- EBITDA margin 4.5% increased compared to 1.6% same period last year
- Net Debt decreased by $1.2 bln since the start of the year (52.5% of market cap)
- FCF (LTM) -$0.7 bln (negative), 28.4% of market cap
- EV/EBITDA multiple is 9.7x compared to historical level (75th percentile) of 11.7x
expected multiple is 9.3x


Growth potential increased by 23.2% to +45.1%

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

2026-08-03

#ABEV #reports

(Beverages — Brewers) reported for 2026 q2
(2026-05-05):

- Revenue +10.1% YoY (vs +11.8% in previous quarter and historical rate +2.6%)
- EBITDA +14.5% YoY (vs +14.5% in previous quarter and historical rate +6.6%)
- EBITDA margin 31.6% increased compared to 30.3% same period last year
- EV/EBITDA multiple is -0.5x compared to historical level (75th percentile) of 4x

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

2026-08-03

#VALE #reports

Vale (Steel company) reported for 2026 q2
(2026-04-28, After Market Close):

- Revenue +16.9% YoY (vs +15.0% in previous quarter and historical rate +5.3%)
- EBITDA +13.7% YoY (vs +27.8% in previous quarter and historical rate -19.1%)
- EBITDA margin 30.1% decreased compared to 30.9% same period last year
- Net Debt decreased by $0.7 bln since the start of the year (0.9% of market cap)
- FCF (LTM) -$0.7 bln (negative), 0.9% of market cap
- EV/EBITDA multiple is 9x compared to historical level (75th percentile) of 7.8x
expected multiple is 48.4x


Growth potential changed insignificantly and equals -90.6%

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

2026-08-02

#VET #reports

Vermilion Energy (Oil and Gas E and P) reported for 2026 q2
(2026-05-06, Before Market Open):

- Revenue -7.4% YoY (vs -29.5% in previous quarter and historical rate -17.1%)
- EBITDA +52.1% YoY (vs -85.6% in previous quarter and historical rate -29.8%)
- EBITDA margin 72.0% increased compared to 43.8% same period last year
- Net Debt decreased by $0 bln since the start of the year (0.5% of market cap)
- FCF (LTM) +$0.9 bln (positive), 45.9% of market cap
- EV/EBITDA multiple is 4x compared to historical level (75th percentile) of 2x
expected multiple is 2.2x

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

2026-08-02

#TECK #reports

Teck Resources (Other Industrial Metals and Mining) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=TECK&q=2026 q2&id=961524)
(2026-07-23, Before Market Open):

- Revenue +79.6% YoY (vs +79.9% in previous quarter and historical rate +4.7%)
- EBITDA +151.7% YoY (vs +92.8% in previous quarter and historical rate +33.6%)
- EBITDA margin 57.8% increased compared to 41.2% same period last year
- Net Debt increased by $2.4 bln since the start of the year (11.2% of market cap)
- FCF (LTM) +$1.8 bln (positive), 8.7% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 7.1x
expected multiple is 4.2x


Growth potential increased by 1.2% to +79.7%

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

2026-08-02

#KGC #reports

Kinross Gold (Mining company) reported for 2026 q2
(2026-02-18, After Market Close):

- Revenue +29.5% YoY (vs +60.7% in previous quarter and historical rate +29.6%)
- EBITDA +41.2% YoY (vs +91.6% in previous quarter and historical rate +66.9%)
- EBITDA margin 65.5% increased compared to 60.1% same period last year
- Net Debt decreased by $1.9 bln since the start of the year (6.6% of market cap)
- FCF (LTM) +$2.2 bln (positive), 7.5% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (75th percentile) of 7.9x
expected multiple is 6.7x


Growth potential changed insignificantly and equals -46.1%

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

2026-08-02

#HBM #reports

Hudbay Minerals (Copper) reported for 2026 q2
(2026-05-01, Before Market Open):

- Revenue +17.7% YoY (vs +27.2% in previous quarter and historical rate +19.1%)
- EBITDA +28.2% YoY (vs +52.1% in previous quarter and historical rate +66.8%)
- EBITDA margin 55.5% increased compared to 50.9% same period last year
- Net Debt increased by $0 bln since the start of the year (0.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 3.5% of market cap
- EV/EBITDA multiple is 4.9x compared to historical level (75th percentile) of 4.2x

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

2026-08-02

#EXK #reports

Endeavour Silver (Silver) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +138.2% YoY (vs +228.1% in previous quarter and historical rate +62.9%)
- EBITDA -100% YoY (vs +707.1% in previous quarter and historical rate -0.1%)
- EBITDA margin 0.0% decreased compared to 2.2% same period last year
- Net Debt decreased by $0 bln since the start of the year (0.4% of market cap)
- FCF (LTM) -$0 bln (negative), 2.2% of market cap
- EV/EBITDA multiple is 12.3x compared to historical level (75th percentile) of 12x

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

2026-08-02

#EGO #reports

Eldorado Gold (Mining company) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue +7.7% YoY (vs +49.9% in previous quarter and historical rate +30.6%)
- EBITDA +20.7% YoY (vs +80.6% in previous quarter and historical rate +48.6%)
- EBITDA margin 60.0% increased compared to 53.5% same period last year
- Net Debt increased by $0.6 bln since the start of the year (10.8% of market cap)
- FCF (LTM) -$0.9 bln (negative), 17.1% of market cap
- EV/EBITDA multiple is 5.7x compared to historical level (75th percentile) of 6.5x
expected multiple is 9.9x


Growth potential decreased by 11.5% to -47.2%

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

2026-08-02

#AGI #reports

Alamos Gold (Gold) reported for 2026 q2
(2026-02-18, After Market Close):

- Revenue +35.6% YoY (vs +79.3% in previous quarter and historical rate +33.4%)
- EBITDA +71.7% YoY (vs +166.4% in previous quarter and historical rate +64.2%)
- EBITDA margin 77.8% increased compared to 61.4% same period last year
- Net Debt increased by $0 bln since the start of the year (0.2% of market cap)
- FCF (LTM) +$0.3 bln (positive), 2.1% of market cap
- EV/EBITDA multiple is 8.7x compared to historical level (75th percentile) of 12x

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

2026-08-02

#AG #reports

First Majestic Silver (Mineral resources miner ) reported for 2026 q2
(2026-05-12, Before Market Open):

- Revenue +56.2% YoY (vs +95.5% in previous quarter and historical rate +51.3%)
- EBITDA +119.3% YoY (vs +189.1% in previous quarter and historical rate +121.2%)
- EBITDA margin 60.4% increased compared to 43.0% same period last year
- Net Debt decreased by $0.1 bln since the start of the year (1.9% of market cap)
- FCF (LTM) +$0.6 bln (positive), 11.4% of market cap
- EV/EBITDA multiple is 4.5x compared to historical level (75th percentile) of 12x

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

2026-08-02

#AEM #reports

Agnico Eagle Mines Limited (Mineral prosperities producer) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue +35% YoY (vs +66.1% in previous quarter and historical rate +34.5%)
- EBITDA +36.7% YoY (vs +83.4% in previous quarter and historical rate +60.8%)
- EBITDA margin 72.6% increased compared to 71.8% same period last year
- Net Debt increased by $2.9 bln since the start of the year (6.8% of market cap)
- FCF (LTM) +$4.6 bln (positive), 10.5% of market cap
- EV/EBITDA multiple is 3.8x compared to historical level (75th percentile) of 5.8x

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

2026-08-01

#DMLP #reports

Dorchester Minerals (Oil and Gas E and P) reported for 2026 q2
(2026-02-24):

- Revenue +62.8% YoY (vs +47.5% in previous quarter and historical rate +7.8%)
- EBITDA -100% YoY (vs +56.3% in previous quarter and historical rate -6.7%)
- EBITDA margin 0.0% decreased compared to 79.1% same period last year
- Net Debt increased by $0 bln since the start of the year (2.5% of market cap)
- EV/EBITDA multiple is 9.9x compared to historical level (75th percentile) of 8.6x

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

2026-07-31

#CVX #reports

Chevron (Energy provider) reported for 2026 q2
(2026-05-01, Before Market Open):

- Revenue +49.9% YoY (vs +2.1% in previous quarter and historical rate -0.4%)
- EBITDA -100% YoY (vs +74.6% in previous quarter and historical rate -24.1%)
- EBITDA margin 0.0% decreased compared to 9.3% same period last year
- Net Debt decreased by $39.1 bln since the start of the year (10.3% of market cap)
- FCF (LTM) -$48.4 bln (negative), 12.7% of market cap
- EV/EBITDA multiple is 21.2x compared to historical level (75th percentile) of 9.7x

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

2026-07-31

#RGLD #reports

Royal Gold (Precious metals mining) reported for 2026 q2
(2026-05-06, After Market Close):

- Revenue +115.7% YoY (vs +143.0% in previous quarter and historical rate +35.0%)
- EBITDA -100% YoY (vs +148.7% in previous quarter and historical rate +20.5%)
- EBITDA margin 0.0% decreased compared to 82.4% same period last year
- Net Debt decreased by $0.4 bln since the start of the year (2.1% of market cap)
- FCF (LTM) -$0.9 bln (negative), 5.4% of market cap
- EV/EBITDA multiple is 20.3x compared to historical level (75th percentile) of 12x

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

2026-07-30

#WY #reports

Weyerhaeuser (REIT — Specialty) reported for 2026 q2
(2026-04-30, After Market Close):

- Revenue -0.9% YoY (vs -2.0% in previous quarter and historical rate -3.6%)
- EBITDA +2.3% YoY (vs +22.0% in previous quarter and historical rate +17.7%)
- EBITDA margin 16.6% increased compared to 16.1% same period last year
- Net Debt decreased by $4.8 bln since the start of the year (26.6% of market cap)
- FCF (LTM) +$0 bln (positive), 0.0% of market cap
- EV/EBITDA multiple is 17.2x compared to historical level (75th percentile) of 12x
expected multiple is 18.6x


Growth potential increased by 6.2% to -45.0%

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

2026-07-30

#VLO #reports

Valero Energy (Oil refinery company) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +48.8% YoY (vs +7.0% in previous quarter and historical rate -2.9%)
- EBITDA -100% YoY (vs +257000.0% in previous quarter and historical rate -5.7%)
- EBITDA margin 0.0% decreased compared to 6.0% same period last year
- Net Debt decreased by $5.8 bln since the start of the year (6.1% of market cap)
- FCF (LTM) +$14.6 bln (positive), 15.5% of market cap
- EV/EBITDA multiple is 13.8x compared to historical level (75th percentile) of 12x
expected multiple is 6.6x


Growth potential decreased by 89.5% to +85.9%

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

2026-07-30

#PBF #reports

PBF Energy (Petroleum provider) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +56.2% YoY (vs +11.9% in previous quarter and historical rate -5.1%)
- EBITDA -100% YoY (vs +46200.0% in previous quarter and historical rate -11.1%)
- EBITDA margin 0.0% decreased compared to 2.7% same period last year
- Net Debt decreased by $3.1 bln since the start of the year (33.8% of market cap)
- FCF (LTM) -$0.5 bln (negative), 5.5% of market cap
- EV/EBITDA multiple is 10.2x compared to historical level (75th percentile) of 12x
expected multiple is 3.7x


Growth potential decreased by 99.6% to +133.2%

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

2026-07-30

#CNX #reports

CNX Resources Corporation (Gas and oil production) reported for 2026 q2
(2026-04-30, Before Market Open):

- Revenue +14.2% YoY (vs +28.8% in previous quarter and historical rate +10.6%)
- EBITDA -100% YoY (vs +56200.0% in previous quarter and historical rate +16.3%)
- EBITDA margin 0.0% decreased compared to 142.0% same period last year
- Net Debt decreased by $2.5 bln since the start of the year (32.0% of market cap)
- FCF (LTM) +$0.6 bln (positive), 7.8% of market cap
- EV/EBITDA multiple is 7.6x compared to historical level (75th percentile) of 12x
expected multiple is 11.2x

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

2026-07-30

#AR #reports

Antero Resources Corporation (Oil and Gas E and P) reported for 2026 q2
(2026-02-11, After Market Close):

- Revenue +20.3% YoY (vs +43.8% in previous quarter and historical rate +3.2%)
- EBITDA -100% YoY (vs +103.9% in previous quarter and historical rate +20.9%)
- EBITDA margin 0.0% decreased compared to 30.3% same period last year
- Net Debt decreased by $4.8 bln since the start of the year (41.9% of market cap)
- FCF (LTM) +$0.2 bln (positive), 1.8% of market cap
- EV/EBITDA multiple is 9.3x compared to historical level (75th percentile) of 12x
expected multiple is 13.4x

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

2026-07-29

#UFPI #reports

UFP Industries (Wood products manufacturer ) reported for 2026 q2
(2026-02-23, After Market Close):

- Revenue +2.6% YoY (vs -8.5% in previous quarter and historical rate -10.4%)
- EBITDA -12% YoY (vs -19.8% in previous quarter and historical rate -22.5%)
- EBITDA margin 8.2% decreased compared to 9.5% same period last year
- Net Debt increased by $0.4 bln since the start of the year (7.2% of market cap)
- FCF (LTM) -$0.2 bln (negative), 3.1% of market cap
- EV/EBITDA multiple is 11.2x compared to historical level (75th percentile) of 9.4x

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

2026-07-29

#NOV #reports

National Oilwell Varco (Energy equipment manufacturer) reported for 2026 q2
(2026-04-27, After Market Close):

- Revenue -2.5% YoY (vs -2.4% in previous quarter and historical rate +2.7%)
- EBITDA +23% YoY (vs -42.3% in previous quarter and historical rate +6.5%)
- EBITDA margin 13.3% increased compared to 10.5% same period last year
- Net Debt decreased by $1 bln since the start of the year (13.3% of market cap)
- FCF (LTM) +$0.2 bln (positive), 2.6% of market cap
- EV/EBITDA multiple is 10.6x compared to historical level (75th percentile) of 10x

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

2026-07-29

#CVI #reports

CVR Energy ( Oil refined products manufacturer ) reported for 2026 q2
(2026-02-18, After Market Close):

- Revenue +55.5% YoY (vs +20.3% in previous quarter and historical rate -3.4%)
- EBITDA +20800% YoY (vs -6700.0% in previous quarter and historical rate -1.1%)
- EBITDA margin 7.6% increased compared to -1.4% same period last year
- Net Debt decreased by $1.3 bln since the start of the year (36.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.0% of market cap
- EV/EBITDA multiple is 5.8x compared to historical level (75th percentile) of 7.9x
expected multiple is 7.8x

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

2026-07-29

#CRK #reports

Comstock Resources (Oil and Gas E and P) reported for 2026 q2
(2026-05-05, After Market Close):

- Revenue -29.4% YoY (vs +14.4% in previous quarter and historical rate +7.7%)
- EBITDA -100% YoY (vs +7.5% in previous quarter and historical rate +7.6%)
- EBITDA margin 0.0% decreased compared to 52.8% same period last year
- Net Debt decreased by $3 bln since the start of the year (76.7% of market cap)
- FCF (LTM) +$0.2 bln (positive), 5.8% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (75th percentile) of 10.9x
expected multiple is 7.4x

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

2026-07-29

#BTU #reports

Peabody Energy Corporation (Thermal Coal) reported for 2026 q2
(2026-05-05, Before Market Open):

- Revenue +12.7% YoY (vs +3.8% in previous quarter and historical rate -9.7%)
- EBITDA -100% YoY (vs -47.6% in previous quarter and historical rate -50.3%)
- EBITDA margin 0.0% decreased compared to 6.2% same period last year
- Net Debt increased by $0.1 bln since the start of the year (3.2% of market cap)
- FCF (LTM) -$0.1 bln (negative), 3.2% of market cap
- EV/EBITDA multiple is 12.1x compared to historical level (75th percentile) of 6.5x

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

2026-07-28

#NUE #reports

Nucor Corporation (Steel products manufacturer) reported for 2026 q3
(2026-04-27, After Market Close):

- Revenue +23% YoY (vs +21.3% in previous quarter and historical rate -0.4%)
- EBITDA +57.3% YoY (vs +121.9% in previous quarter and historical rate +14.4%)
- EBITDA margin 19.4% increased compared to 15.2% same period last year
- Net Debt decreased by $4.5 bln since the start of the year (7.3% of market cap)
- FCF (LTM) -$0.3 bln (negative), 0.5% of market cap
- EV/EBITDA multiple is 11.8x compared to historical level (75th percentile) of 12x
expected multiple is 15.4x


Growth potential increased by 13.1% to -23.9%

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

2026-07-28

#BKR #reports

Baker Hughes (Oilfield products provider) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=BKR&q=2026 q2&id=962026)
(2026-07-26, After Market Close):

- Revenue -2.4% YoY (vs +2.5% in previous quarter and historical rate +6.3%)
- EBITDA +7% YoY (vs +60.6% in previous quarter and historical rate +23.7%)
- EBITDA margin 18.3% increased compared to 16.7% same period last year
- Net Debt decreased by $0.9 bln since the start of the year (1.3% of market cap)
- FCF (LTM) +$1.8 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 13.8x compared to historical level (75th percentile) of 12x
expected multiple is 6.2x

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

2026-07-28

#ARLP #reports

Alliance Resource Partners (Thermal Coal) reported for 2026 q2
(2026-04-27, Before Market Open):

- Revenue +0.9% YoY (vs -4.4% in previous quarter and historical rate -6.0%)
- EBITDA -100% YoY (vs -36.2% in previous quarter and historical rate -25.8%)
- EBITDA margin 0.0% decreased compared to 30.2% same period last year
- Net Debt decreased by $0.5 bln since the start of the year (14.6% of market cap)
- FCF (LTM) -$0 bln (negative), 1.1% of market cap
- EV/EBITDA multiple is 8.2x compared to historical level (75th percentile) of 5.7x

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

2026-07-27

#SCCO #reports

Southern Copper (Mining company) reported for 2026 q2
(2026-04-23, Before Market Open):

- Revenue +40.6% YoY (vs +36.2% in previous quarter and historical rate +17.8%)
- EBITDA +59.3% YoY (vs +53.8% in previous quarter and historical rate +27.4%)
- EBITDA margin 66.6% increased compared to 58.8% same period last year
- Net Debt decreased by $2.3 bln since the start of the year (1.6% of market cap)
- FCF (LTM) +$1.4 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 14.3x compared to historical level (75th percentile) of 12x
expected multiple is 14.4x


Growth potential changed insignificantly and equals -16.8%

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

2026-07-27

#RRC #reports

Range Resources Corporation (Gas and oil production) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=RRC&q=2026 q2&id=961217)
(2026-07-21, After Market Close):

- Revenue -4% YoY (vs +62.8% in previous quarter and historical rate -5.4%)
- EBITDA -100% YoY (vs +29.5% in previous quarter and historical rate -9.4%)
- EBITDA margin 0.0% decreased compared to 69.6% same period last year
- Net Debt decreased by $0.6 bln since the start of the year (6.7% of market cap)
- FCF (LTM) +$0.4 bln (positive), 4.0% of market cap
- EV/EBITDA multiple is 6.1x compared to historical level (75th percentile) of 5.7x
expected multiple is 5.5x

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

2026-07-27

#OVV #reports

Ovintiv (Energy provider) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=OVV&q=2026 q2&id=961812)
(2026-07-23, After Market Close):

- Revenue +23.9% YoY (vs +6.5% in previous quarter and historical rate -5.9%)
- EBITDA -100% YoY (vs -142.3% in previous quarter and historical rate -25.6%)
- EBITDA margin 0.0% decreased compared to 46.0% same period last year
- Net Debt decreased by $7.8 bln since the start of the year (50.8% of market cap)
- FCF (LTM) +$0.4 bln (positive), 2.8% of market cap
- EV/EBITDA multiple is 14.5x compared to historical level (75th percentile) of 5.5x
expected multiple is 5.2x

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

2026-07-27

#MMLP #reports

Martin Midstream Partners (Oil and Gas Midstream) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=MMLP&q=2026 q2&id=961659)
(2026-07-22, After Market Close):

- Revenue +18.2% YoY (vs -2.6% in previous quarter and historical rate +10.8%)
- EBITDA 0% YoY (vs -22.2% in previous quarter and historical rate +5.6%)
- EBITDA margin 13.1% decreased compared to 15.5% same period last year
- Net Debt decreased by $0.5 bln since the start of the year (537.3% of market cap)
- FCF (LTM) -$0 bln (negative), 33.7% of market cap
- EV/EBITDA multiple is 5.1x compared to historical level (75th percentile) of 6.9x
expected multiple is 8x


Growth potential increased by 755.0% to -44.1%

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

2026-07-27

#FCX #reports

Freeport-McMoRan (Miner) reported for 2026 q2
(2026-07-23, Before Market Open):

- Revenue -7.3% YoY (vs +8.8% in previous quarter and historical rate +6.1%)
- EBITDA -100% YoY (vs +49.9% in previous quarter and historical rate +2.4%)
- EBITDA margin 0.0% decreased compared to 40.9% same period last year
- Net Debt decreased by $6.7 bln since the start of the year (7.4% of market cap)
- FCF (LTM) +$9.6 bln (positive), 10.7% of market cap
- EV/EBITDA multiple is 14.7x compared to historical level (75th percentile) of 9.9x
expected multiple is 16.8x


Growth potential decreased by 50.2% to -48.8%

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

2026-07-27

#EQT #reports

EQT Corporation (Gas and oil production) reported for 2026 q2
(2026-07-21, After Market Close):

- Revenue -1.5% YoY (vs +49.5% in previous quarter and historical rate +19.2%)
- EBITDA +15.9% YoY (vs +63.1% in previous quarter and historical rate +59.6%)
- EBITDA margin 66.5% increased compared to 56.5% same period last year
- Net Debt decreased by $9.3 bln since the start of the year (28.6% of market cap)
- FCF (LTM) +$2.2 bln (positive), 6.9% of market cap
- EV/EBITDA multiple is 6x compared to historical level (75th percentile) of 12x
expected multiple is 7.6x

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

2026-07-27

#EQNR #reports

Equinor (Natural Gas) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=EQNR&q=2026 q2&id=960544)
(2026-07-22, After Market Close):

- Revenue +37.4% YoY (vs -5.3% in previous quarter and historical rate -1.8%)
- EBITDA +76.9% YoY (vs +10.2% in previous quarter and historical rate -6.8%)
- EBITDA margin 46.9% increased compared to 36.4% same period last year
- Net Debt decreased by $1.5 bln since the start of the year (1.2% of market cap)
- FCF (LTM) +$1.5 bln (positive), 1.2% of market cap
- EV/EBITDA multiple is 3.1x compared to historical level (75th percentile) of 2.6x
expected multiple is 3x


Growth potential increased by 13.6% to -5.1%

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

2026-07-27

#CLF #reports

Cleveland-Cliffs (Iron ore mining company) reported for [2026 q2](https://eninvs.com/press_release.php?ticker=CLF&q=2026 q2&id=961457)
(2026-07-23, Before Market Open):

- Revenue +5.9% YoY (vs +6.3% in previous quarter and historical rate +7.5%)
- EBITDA +28500% YoY (vs +4500.0% in previous quarter and historical rate +15.6%)
- EBITDA margin 5.5% increased compared to -2.1% same period last year
- Net Debt decreased by $7.7 bln since the start of the year (126.2% of market cap)
- FCF (LTM) -$0.1 bln (negative), 0.8% of market cap
- EV/EBITDA multiple is 38.8x compared to historical level (75th percentile) of 12x
expected multiple is -26.7x


Growth potential increased by 64.2% to -329.2%

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

2026-07-27

#AAL #reports

Anglo American PLC (Iron Ore) reported for 2026 q2:

- Revenue +16.3% YoY (vs +10.8% in previous quarter and historical rate +2.0%)
- EBITDA -100% YoY (vs +119.2% in previous quarter and historical rate -13.4%)
- EBITDA margin 0.0% decreased compared to 11.2% same period last year
- Net Debt decreased by $33.4 bln since the start of the year (126.0% of market cap)
- EV/EBITDA multiple is 39.7x compared to historical level (75th percentile) of 12x
expected multiple is 9x

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

2026-07-21

#AA #reports

Alcoa (Aluminum producer) reported for 2026 q1
(2026-04-16, After Market Close):

- Revenue +31.4% YoY (vs -5.2% in previous quarter and historical rate +12.2%)
- EBITDA +231.3% YoY (vs -22.1% in previous quarter and historical rate +59.1%)
- EBITDA margin 22.7% increased compared to 9.0% same period last year
- Net Debt decreased by $1.2 bln since the start of the year (15.1% of market cap)
- FCF (LTM) -$0.2 bln (negative), 2.6% of market cap
- EV/EBITDA multiple is 4.2x compared to historical level (75th percentile) of 11.9x
expected multiple is 5.1x


Growth potential decreased by 50.6% to +157.7%

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

2026-07-21

#ZIM #reports

ZIM Integrated Shipping (Marine Shipping) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=ZIM&q=2026 q1&id=952616)
(2026-05-20, Before Market Open):

- Revenue -30.4% YoY (vs -31.5% in previous quarter and historical rate +23.8%)
- EBITDA -57.2% YoY (vs -51.1% in previous quarter and historical rate +9.4%)
- EBITDA margin 23.8% decreased compared to 38.6% same period last year
- Net Debt increased by $0.1 bln since the start of the year (4.6% of market cap)
- FCF (LTM) +$0.5 bln (positive), 18.2% of market cap
- EV/EBITDA multiple is 1.1x compared to historical level (75th percentile) of 2.2x
expected multiple is 0.2x


Growth potential increased by 670.2% to +887.1%

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

2026-07-21

#XOM #reports

Exxon Mobil (Gas and oil production) reported for 2026 q1
(2026-04-24, Before Market Open):

- Revenue +2.4% YoY (vs -1.3% in previous quarter and historical rate -6.1%)
- EBITDA -41.6% YoY (vs -4.5% in previous quarter and historical rate -17.7%)
- EBITDA margin 16.1% decreased compared to 28.3% same period last year
- Net Debt decreased by $0.9 bln since the start of the year (0.1% of market cap)
- FCF (LTM) +$6.1 bln (positive), 1.0% of market cap
- EV/EBITDA multiple is 9.5x compared to historical level (75th percentile) of 5.7x

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

2026-07-21

#WY #reports

Weyerhaeuser (REIT — Specialty) reported for 2026 q1
(2026-04-30, After Market Close):

- Revenue -2% YoY (vs -9.8% in previous quarter and historical rate -6.6%)
- EBITDA +22% YoY (vs +42.3% in previous quarter and historical rate +14.0%)
- EBITDA margin 21.5% increased compared to 17.2% same period last year
- Net Debt decreased by $0.4 bln since the start of the year (1.9% of market cap)
- FCF (LTM) +$0 bln (positive), 0.1% of market cap
- EV/EBITDA multiple is 17.6x compared to historical level (75th percentile) of 12x
expected multiple is 19.9x


Growth potential increased by 13.0% to -50.0%

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

2026-07-21

#WPM #reports

Wheaton Precious Metals (Precious metals supplier) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=WPM&q=2026 q1&id=945254)
(2026-05-07, After Market Close):

- Revenue +91.7% YoY (vs +127.0% in previous quarter and historical rate +44.5%)
- EBITDA +109% YoY (vs +524.6% in previous quarter and historical rate +55.0%)
- EBITDA margin 85.3% increased compared to 78.3% same period last year
- Net Debt decreased by $1 bln since the start of the year (1.7% of market cap)
- FCF (LTM) +$1.4 bln (positive), 2.3% of market cap
- EV/EBITDA multiple is 23.4x compared to historical level (75th percentile) of 12x

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

2026-07-21

#VVV #reports

Valvoline (Lube oil manufacturer) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=VVV&q=2026 q1&id=942952)
(2026-05-07, Before Market Open):

- Revenue +21.7% YoY (vs +6.0% in previous quarter and historical rate -0.9%)
- EBITDA -37.5% YoY (vs -87.3% in previous quarter and historical rate +11.4%)
- EBITDA margin 17.9% decreased compared to 34.8% same period last year
- Net Debt decreased by $0 bln since the start of the year (0.4% of market cap)
- EV/EBITDA multiple is 32.8x compared to historical level (75th percentile) of 12x

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

2026-07-21

#VLO #reports

Valero Energy (Oil refinery company) reported for 2026 q1
(2026-04-30, Before Market Open):

- Revenue +7% YoY (vs -1.2% in previous quarter and historical rate -9.7%)
- EBITDA +257000% YoY (vs +130.0% in previous quarter and historical rate -1.5%)
- EBITDA margin 7.9% increased compared to -0.7% same period last year
- Net Debt decreased by $15.5 bln since the start of the year (16.3% of market cap)
- FCF (LTM) +$0.5 bln (positive), 0.5% of market cap
- EV/EBITDA multiple is 11.1x compared to historical level (75th percentile) of 12x
expected multiple is 4.3x


Growth potential increased by 65.6% to +180.1%

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

2026-07-21

#VET #reports

Vermilion Energy (Oil and Gas E and P) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=VET&q=2026 q1&id=944767)
(2026-05-06, Before Market Open):

- Revenue -29.5% YoY (vs -30.5% in previous quarter and historical rate -19.3%)
- EBITDA -85.6% YoY (vs -55.5% in previous quarter and historical rate -33.7%)
- EBITDA margin 19.6% decreased compared to 95.9% same period last year
- Net Debt increased by $0 bln since the start of the year (1.4% of market cap)
- FCF (LTM) +$0.9 bln (positive), 45.6% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 2x
expected multiple is 2.2x

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

2026-07-21

#USEG #reports

U.S. Energy (Oil and Gas E and P) reported for 2026 q1
(2026-05-07, Before Market Open):

- Revenue -50% YoY (vs -60.0% in previous quarter and historical rate -40.9%)
- EBITDA -400% YoY (vs -400.0% in previous quarter and historical rate 0.0%)
- EBITDA margin -150.0% increased compared to -175.0% same period last year
- Net Debt decreased by $0 bln since the start of the year (28.2% of market cap)
- FCF (LTM) -$0 bln (negative), 12.1% of market cap
- EV/EBITDA multiple is -1.1x compared to historical level (75th percentile) of 9.6x
expected multiple is -1.1x


Growth potential increased by 150.9% to -584.0%

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

2026-07-21

#UFPI #reports

UFP Industries (Wood products manufacturer ) reported for 2026 q1
(2026-02-23, After Market Close):

- Revenue -8.5% YoY (vs -19.3% in previous quarter and historical rate -12.8%)
- EBITDA -19.8% YoY (vs -66.1% in previous quarter and historical rate -24.2%)
- EBITDA margin 7.2% decreased compared to 8.2% same period last year
- Net Debt increased by $0.6 bln since the start of the year (10.5% of market cap)
- FCF (LTM) +$0.4 bln (positive), 6.9% of market cap
- EV/EBITDA multiple is 10.4x compared to historical level (75th percentile) of 9.3x

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

2026-07-21

#TSN #reports

Tyson Foods (Food products manufacturer) reported for 2026 q1
(2026-05-04, Before Market Open):

- Revenue +4.4% YoY (vs +5.1% in previous quarter and historical rate +1.3%)
- EBITDA +91.5% YoY (vs -31.5% in previous quarter and historical rate +26.2%)
- EBITDA margin 5.7% increased compared to 3.1% same period last year
- Net Debt increased by $0.4 bln since the start of the year (1.7% of market cap)
- FCF (LTM) +$1 bln (positive), 4.6% of market cap
- EV/EBITDA multiple is 12.2x compared to historical level (75th percentile) of 12x
expected multiple is -14.7x


Growth potential increased by 9.9% to -250.6%

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

2026-07-21

#TROX #reports

Tronox Holdings (Chemicals) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=TROX&q=2026 q1&id=944684)
(2026-05-06, After Market Close):

- Revenue +3% YoY (vs +8.0% in previous quarter and historical rate -1.8%)
- EBITDA +240% YoY (vs -38.1% in previous quarter and historical rate -4.0%)
- EBITDA margin 4.5% increased compared to 1.4% same period last year
- Net Debt increased by $0.1 bln since the start of the year (12.1% of market cap)
- FCF (LTM) -$0.4 bln (negative), 38.4% of market cap
- EV/EBITDA multiple is 19.3x compared to historical level (75th percentile) of 12x
expected multiple is 7.2x


Growth potential increased by 75.7% to +301.4%

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

2026-07-21

#TPL #reports

Texas Pacific Land Corporation (Land trust) reported for 2026 q1
(2026-05-06, After Market Close):

- Revenue +86.6% YoY (vs +94.6% in previous quarter and historical rate +13.7%)
- EBITDA +66.1% YoY (vs +72.7% in previous quarter and historical rate +11.3%)
- EBITDA margin 82.7% decreased compared to 92.9% same period last year
- Net Debt decreased by $0.1 bln since the start of the year (3.6% of market cap)
- FCF (LTM) -$0.2 bln (negative), 6.0% of market cap
- EV/EBITDA multiple is 3.5x compared to historical level (75th percentile) of 4.8x

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

2026-07-21

#TECK #reports

Teck Resources (Other Industrial Metals and Mining) reported for 2026 q1
(2026-04-23, Before Market Open):

- Revenue +79.9% YoY (vs +10.1% in previous quarter and historical rate -5.5%)
- EBITDA +92.8% YoY (vs +44.9% in previous quarter and historical rate +16.6%)
- EBITDA margin 51.1% increased compared to 47.7% same period last year
- Net Debt decreased by $0.9 bln since the start of the year (4.7% of market cap)
- FCF (LTM) -$0 bln (negative), 0.2% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 7.1x
expected multiple is 3.7x


Growth potential increased by 26.1% to +97.4%

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

2026-07-21

#TCNNF #reports

Trulieve Cannabis (Drug Manufacturers — Specialty and Generic) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=TCNNF&q=2026 q1&id=942726)
(2026-05-07, Before Market Open):

- Revenue -3.7% YoY (vs +3.2% in previous quarter and historical rate -1.7%)
- EBITDA +3.2% YoY (vs +20.4% in previous quarter and historical rate +33.6%)
- EBITDA margin 22.6% increased compared to 21.1% same period last year
- Net Debt decreased by $0.1 bln since the start of the year (4.7% of market cap)
- EV/EBITDA multiple is 8x compared to historical level (75th percentile) of 7.2x
expected multiple is 13.3x


Growth potential decreased by 7.0% to -39.3%

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

2026-07-21

#TALO #reports

Talos Energy (Oil and Gas E and P) reported for 2026 q1
(2026-05-05, After Market Close):

- Revenue -2.7% YoY (vs -11.6% in previous quarter and historical rate +7.2%)
- EBITDA -66.6% YoY (vs -36.7% in previous quarter and historical rate -6.0%)
- EBITDA margin 23.5% decreased compared to 68.5% same period last year
- Net Debt increased by $0 bln since the start of the year (1.0% of market cap)
- FCF (LTM) +$0.2 bln (positive), 13.3% of market cap
- EV/EBITDA multiple is 4x compared to historical level (75th percentile) of 3x
expected multiple is 2x

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

2026-07-21

#SVM #reports

Silvercorp Metals (Silver) reported for 2026 q1
(2026-05-25, After Market Close):

- Revenue +96% YoY (vs +50.0% in previous quarter and historical rate +29.8%)
- EBITDA +242.9% YoY (vs -51.0% in previous quarter and historical rate +47.1%)
- EBITDA margin 32.7% increased compared to 18.7% same period last year
- Net Debt decreased by $0.3 bln since the start of the year (13.0% of market cap)
- FCF (LTM) +$0.1 bln (positive), 5.7% of market cap
- EV/EBITDA multiple is 13x compared to historical level (75th percentile) of 7.1x

At the opening of the session the share price went up +1.9%

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

2026-07-21

#SUN #reports

Sunoco LP (Oil and Gas Refining and Marketing) reported for 2026 q1
(2026-05-05, Before Market Open):

- Revenue +106.4% YoY (vs +63.2% in previous quarter and historical rate +9.6%)
- EBITDA +154.9% YoY (vs +3.6% in previous quarter and historical rate +55.9%)
- EBITDA margin 10.8% increased compared to 8.7% same period last year
- Net Debt increased by $0.7 bln since the start of the year (7.2% of market cap)
- FCF (LTM) -$5.9 bln (negative), 58.0% of market cap
- EV/EBITDA multiple is 10.7x compared to historical level (75th percentile) of 12x

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

2026-07-21

#SSRM #reports

SSR Mining (Gold) reported for 2026 q1
(2026-05-05, After Market Close):

- Revenue +83.6% YoY (vs +61.6% in previous quarter and historical rate +41.3%)
- EBITDA +141.6% YoY (vs +219.2% in previous quarter and historical rate +61.7%)
- EBITDA margin 56.9% increased compared to 43.2% same period last year
- Net Debt decreased by $0.1 bln since the start of the year (2.0% of market cap)
- EV/EBITDA multiple is 7.4x compared to historical level (75th percentile) of 12x
expected multiple is 48.8x

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

2026-07-21

#SQM #reports

Sociedad Quimica (Chemicals) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=SQM&q=2026 q1&id=954890)
(2026-05-27, After Market Close):

- Revenue +69.7% YoY (vs -70.8% in previous quarter and historical rate -5.3%)
- EBITDA +185.7% YoY (vs -66.9% in previous quarter and historical rate -7.0%)
- EBITDA margin 42.0% increased compared to 25.0% same period last year
- Net Debt decreased by $0.6 bln since the start of the year (3.2% of market cap)
- FCF (LTM) +$0.2 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is 13.3x compared to historical level (75th percentile) of 9.7x

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

2026-07-21

#SM #reports

SM Energy Company (Oil and Gas E and P) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=SM&q=2026 q1&id=944578)
(2026-05-06, After Market Close):

- Revenue +75% YoY (vs -17.3% in previous quarter and historical rate +11.3%)
- EBITDA -76.2% YoY (vs -24.3% in previous quarter and historical rate -2.7%)
- EBITDA margin 9.1% decreased compared to 66.6% same period last year
- Net Debt increased by $5.3 bln since the start of the year (133.7% of market cap)
- FCF (LTM) +$0.5 bln (positive), 12.3% of market cap
- EV/EBITDA multiple is 6.8x compared to historical level (75th percentile) of 3.7x
expected multiple is 2.4x

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

2026-07-21

#SD #reports

SandRidge Energy (Oil and Gas E and P) reported for 2026 q1
(2026-05-06, After Market Close):

- Revenue +16.3% YoY (vs 0.0% in previous quarter and historical rate -5.7%)
- EBITDA +16% YoY (vs +22.7% in previous quarter and historical rate -1.5%)
- EBITDA margin 58.0% decreased compared to 58.1% same period last year
- Net Debt increased by $0 bln since the start of the year (1.4% of market cap)
- FCF (LTM) +$0 bln (positive), 0.2% of market cap
- EV/EBITDA multiple is 4.7x compared to historical level (75th percentile) of 4.7x
expected multiple is 4.8x

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

2026-07-21

#RRC #reports

Range Resources Corporation (Gas and oil production) reported for 2026 q1
(2026-04-21, After Market Close):

- Revenue +62.8% YoY (vs +21.8% in previous quarter and historical rate -4.6%)
- EBITDA +29.5% YoY (vs +37.9% in previous quarter and historical rate +15.6%)
- EBITDA margin 50.5% decreased compared to 63.5% same period last year
- Net Debt decreased by $0.6 bln since the start of the year (6.0% of market cap)
- FCF (LTM) +$0.4 bln (positive), 4.0% of market cap
- EV/EBITDA multiple is 4.6x compared to historical level (75th percentile) of 5.7x
expected multiple is 5.5x

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

2026-07-21

#RGLD #reports

Royal Gold (Precious metals mining) reported for 2026 q1
(2026-05-06, After Market Close):

- Revenue +143% YoY (vs +84.7% in previous quarter and historical rate +25.3%)
- EBITDA +148.7% YoY (vs +74.3% in previous quarter and historical rate +28.0%)
- EBITDA margin 82.7% increased compared to 80.8% same period last year
- Net Debt decreased by $0.3 bln since the start of the year (2.0% of market cap)
- FCF (LTM) -$0.9 bln (negative), 5.4% of market cap
- EV/EBITDA multiple is 17x compared to historical level (75th percentile) of 12x

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

2026-07-21

#REX #reports

REX American Resources Corporation (Ethanol producer) reported for 2026 q2
(2026-05-28, Before Market Open):

- Revenue -1.9% YoY (vs 0.0% in previous quarter and historical rate -6.8%)
- EBITDA +100% YoY (vs +64.3% in previous quarter and historical rate +41.9%)
- EBITDA margin 16.7% increased compared to 8.2% same period last year
- Net Debt increased by $0.1 bln since the start of the year (8.6% of market cap)
- FCF (LTM) +$0.1 bln (positive), 9.2% of market cap
- EV/EBITDA multiple is 6.2x compared to historical level (75th percentile) of 4.4x

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

2026-07-21

#REPX #reports

Riley Exploration Permian (Oil and Gas E and P) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=REPX&q=2026 q1&id=944471)
(2026-05-06, After Market Close):

- Revenue +10.7% YoY (vs +4.9% in previous quarter and historical rate +9.6%)
- EBITDA +35.3% YoY (vs +47.4% in previous quarter and historical rate +22.5%)
- EBITDA margin 60.5% increased compared to 49.5% same period last year
- Net Debt decreased by $0.1 bln since the start of the year (17.7% of market cap)
- EV/EBITDA multiple is 3.9x compared to historical level (75th percentile) of 4x
expected multiple is 2.9x

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

2026-07-21

#REI #reports

Ring Energy (Oil and Gas E and P) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=REI&q=2026 q1&id=944459)
(2026-05-06, After Market Close):

- Revenue -6.3% YoY (vs -19.3% in previous quarter and historical rate -5.5%)
- EBITDA -366.7% YoY (vs -104.2% in previous quarter and historical rate -45.0%)
- EBITDA margin -162.2% decreased compared to 57.0% same period last year
- Net Debt increased by $0 bln since the start of the year (14.4% of market cap)
- FCF (LTM) +$0.1 bln (positive), 29.2% of market cap
- EV/EBITDA multiple is -6.4x compared to historical level (75th percentile) of 3.3x
expected multiple is -8.3x


Growth potential decreased by 258.4% to -378.6%

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

2026-07-21

#PSX #reports

Phillips 66 (Energy services provider) reported for 2026 q1
(2026-02-04, Before Market Open):

- Revenue +2.6% YoY (vs +0.4% in previous quarter and historical rate -5.2%)
- EBITDA -64.9% YoY (vs +116.9% in previous quarter and historical rate +2.8%)
- EBITDA margin 2.0% decreased compared to 6.0% same period last year
- Net Debt increased by $1.5 bln since the start of the year (1.6% of market cap)
- FCF (LTM) -$2.7 bln (negative), 2.8% of market cap
- EV/EBITDA multiple is 16.8x compared to historical level (75th percentile) of 10.9x

At the opening of the session the share price went up +1.3%

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

2026-07-21

#PNRG #reports

PrimeEnergy Resources Corporation (Oil and Gas E and P) reported for [2026 q1](https://eninvs.com/press_release.php?ticker=PNRG&q=2026 q1&id=952767)
(2026-05-20, After Market Close):

- Revenue -32.8% YoY (vs -34.8% in previous quarter and historical rate +23.4%)
- EBITDA -40.5% YoY (vs -40.4% in previous quarter and historical rate +57.4%)
- EBITDA margin 56.4% decreased compared to 63.8% same period last year
- Net Debt decreased by $0 bln since the start of the year (4.8% of market cap)
- FCF (LTM) +$0 bln (positive), 9.0% of market cap
- EV/EBITDA multiple is 3.3x compared to historical level (75th percentile) of 3.5x
expected multiple is 2.4x

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

2026-07-21

#PED #reports

PEDEVCO (Oil and Gas E and P) reported for 2026 q1
(2026-05-18, Before Market Open):

- Revenue +344.4% YoY (vs +109.1% in previous quarter and historical rate +80.9%)
- EBITDA +533.3% YoY (vs -20.0% in previous quarter and historical rate +25.8%)
- EBITDA margin 47.5% increased compared to 33.3% same period last year
- Net Debt decreased by $0 bln since the start of the year (0.5% of market cap)
- EV/EBITDA multiple is 27.6x compared to historical level (75th percentile) of 3.5x

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

2026-07-21

#PARR #reports

Par Pacific (Oil and Gas Refining and Marketing) reported for 2026 q1
(2026-05-05, After Market Close):

- Revenue +4.5% YoY (vs -1.0% in previous quarter and historical rate +0.7%)
- EBITDA +376.2% YoY (vs +13500.0% in previous quarter and historical rate +27.9%)
- EBITDA margin 5.5% increased compared to 1.2% same period last year
- Net Debt increased by $1.2 bln since the start of the year (25.1% of market cap)
- FCF (LTM) +$0.4 bln (positive), 8.1% of market cap
- EV/EBITDA multiple is 7.7x compared to historical level (75th percentile) of 6.2x

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

2026-07-21

#PAAS #reports

Pan American Silver (Silver manufacturer) reported for 2026 q1
(2026-05-05, After Market Close):

- Revenue +49.3% YoY (vs +44.7% in previous quarter and historical rate +33.5%)
- EBITDA +120.4% YoY (vs +92.8% in previous quarter and historical rate +58.6%)
- EBITDA margin 67.4% increased compared to 45.7% same period last year
- Net Debt decreased by $0.3 bln since the start of the year (3.1% of market cap)
- FCF (LTM) +$1.3 bln (positive), 14.8% of market cap
- EV/EBITDA multiple is 3.6x compared to historical level (75th percentile) of 6.5x