Axon Enterprise (AXON)
Growing flywheel of law enforcement products
Capital Incentives
Security analysis blog
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Dormant Last read · last published · next check
Read 9 days ago and current, but nothing has been published for 2 years.
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Littelfuse (LFUS)
100 year old electronics component maker with a durable future
Encore Wire (WIRE) to Get Acquired; Has 35-Day 'Go-Shop' Period
Acquisition price of 8.2X EV/EBITDA in-line with historic average
SPS Commerce (SPSC)
Strong financial performance driven by a network effect and good go-to-market strategy
Encore Wire (WIRE) Q4'23 Earnings Update
Continued volume growth of copper wire mitigates margin decline
WEX (WEX) Q4'23 Earnings Update
Steady growth continues via cyclical end-markets
Qualys (QLYS) Q4'23 Earnings Update
Management plans increased staff investment; fallout of partnership with Microsoft spun in positive way
AZEK (AZEK) Fiscal Q1'24 Earnings Update
Strong customer demand drives beat-and-raise
Silgan Holdings (SLGN)
Deep Dive: Evolving packaging maker with path to strong earnings growth
OSI Systems (OSIS) Fiscal Q2'24 Earnings Update
Revenue accelerates higher; guidance raised for 2024
OSI Systems (OSIS)
Heightened demand for cargo security scanning products propelling strong growth
AZEK (AZEK) Fiscal Q4'23 Earnings Update
Growth sharply rebounds in FQ4'23 (calendar Q3'23)
Synaptics (SYNA) Q3'23 Earnings Update
Sequential improvement in revenue indicates a bottom to the cycle trough
Qualys (QLYS) Q3'23 Earnings Update
Qualys is an IT, security and compliance solutions company that helps companies protect their systems and asset from cyber attacks.
Zurn Elkay (ZWS) Q3'23 Earnings Update
Margins continue to improve; growth expected to return in Q4'23
Zebra Technologies (ZBRA) Q3'23 Earnings Update
Soft market continues for Zebra, no signs of recovery in sight
WEX (WEX) Q3'23 Earnings Update
Profit growing via operating leverage; mobility segment growth lacking
Zurn Elkay Water (ZWS)
Pure play on clean water
Encore Wire (WIRE) Q3'23 Earnings Update
Decline in margins decelerated; quarterly volume was strong
Synaptics (SYNA)
A new chapter of semiconductor growth with a cycle driven by IoT