Lists & Rankings
Pivotal-Point Tracking FormFactor (FORM): Record Numbers from High-Bandwidth Memory and Advanced Packaging - $215 Million Q4 Revenue and 44% Margin!
FormFactor, a provider of testing and measurement technologies for the semiconductor industry, produces...
Pivotal Point Tracking Liberty Energy (LBRT): Fracking Specialist Impresses with 23% EBITDA Growth through “digiFrac” Efficiency!
Liberty Energy is a service provider for hydraulic fracturing in North America. The company provides...
ABB: Robotics sold, records delivered - $5.4 billion cash and 36% more orders
The calendar year 2025 was marked for ABB by a particularly significant decision: the spin-off of the...
Excelerate Energy: The Quiet Beneficiary of the Global gas Rally
Through long-term charter contracts for its specialized FSRU fleet, the company generates predictable...
ABB: Robotics Sold, Records Achieved - $5.4 Billion in Cash and 36% More Orders
The calendar year 2025 was marked by a particularly significant decision for ABB: the spin-off of the...
Rivian Automotive (RIVN) in our Pivotal Point Check: First Gross Earnings of $144 Million and the VW Software Deal Represent a Historical Turning Point Ahead of the Launch of the Mass-Market Model R2!
In 2025, a positive gross profit of $144 million was achieved. The partnership with the Volkswagen...
General Mills: Protein Offensive to Bring Back Growth – can the Trend Change?
General Mills is a US-based food company headquartered in Minneapolis, known as one of the largest suppliers...
Powell Industries: 63% Order Explosion! Powell Fuels the Power Hunger of LNG and Data Centers!
Kevin Warsh is set to become the next chairman of the Fed, intensifying the question of how many interest...
Advanced Energy: Precision Power in the AI Boom
Advanced Energy converts "dirty” grid power into stable, controllable energy – necessary for nanometer...
Williams Companies - Natural Gas Pipeline Operator Profits Massively from an Improving US Economy!
Business Driver: Williams (WMB) specializes in natural gas infrastructure. The core business consists...
Tenet Healthcare - US Hospital Operator Benefits from Rising Patient Numbers!
Business drivers: Tenet Healthcare (THC) has built a strong market position in the care and healthcare...
Masco - Attractive construction boom leads to strong outlook!
Business Driver: Masco /(MAS ) has established a strong market position in the renovation and residential...
BorgWarner - Automotive Supplier Benefits from the Rise of E-Mobility, New Data Center Solutions Promise Fresh Impulses!
Business Driver: BorgWarner (BWA) is particularly strong in the field of e-mobility. Its portfolio...
Terex - Construction Equipment Manufacturer Benefits from Rising Construction Economy!
Growth drivers: Terex (TEX) has established a strong market position in the construction machinery...
The Pharmacy of the World: How Viatris Drives Competitors Out of the Market Through Sheer Mass
Viatris utilizes massive cash flows from legendary brands like Viagra and a vast generic portfolio...
Barrick Gold: Strong Balance Sheet, Complex Future – Focus on Costs and Strategic Restructuring
Record numbers meet cost pressure: Despite a tripled free cash flow and strong operating results in...
Pivotal-Point Tracking A10 Networks (ATEN): Cybersecurity specialist reports record revenue for the 4th quarter and hits with 12% growth target!
A10 Networks, a provider of cybersecurity and infrastructure solutions, helps companies optimize and...
Pivotal Point Tracking Spectrum Brands (SPB): 10% Stock Jump After Earnings Surprise and 5.8% Organic Growth in the Pet Segment!
Spectrum Brands is a diversified consumer goods manufacturer known for brands like Russell Hobbs, Remington,...
Generac: Data Centers Instead of Weather – the AI Beneficiary Returns to Double-Digit Growth
After the pandemic-related "Stay-at-Home" boom, Generac faced a hangover: The manufacturer of backup...
Equinix (EQIX) in our Pivotal Point Check: 60% AI Deals and $10 Billion Forecast Excite the Data Center Giant!
Jump in revenue expected to exceed $10 billion by 2026. About 60% of large contracts in the last...
Equinix: Concrete Gold Meets Artificial Intelligence! How Equinix Cashes In as the Landlord of Tech Giants!
AI data centers are springing up like weeds, and the demand for computing power is enormous. In the "Real...
VSE Corp - MRO Specialist Benefits from Record High Air Traffic!
Business Driver: VSE Corp (VSE) provides worldwide aftermarket parts distribution, maintenance, repair,...
FormFactor - Wafer Testing Specialist Profits Massively from Data Center Boom!
Business Driver: FormFactor (FFM) specializes in wafer testing systems and measurement technology, covering...