| COMPANY NAME |
TICKER |
REV. Y/Y |
REV. SEQ. |
INC. Y/Y |
INC. SEQ. |
| Southern Copper Corp |
1 Q |
SCCO |
20.08 % |
12.12 % |
28.47 % |
19.2 % |
|
|
|
Y/Y |
SEQ. |
Y/Y |
SEQ. |
| CUSTOMER NAME |
TICKER |
OPER. COSTS |
OPER. COSTS |
CAPEX |
CAPEX |
| 3m Company |
1 Q |
MMM |
-27.59 % |
43.1 % |
-37.07 % |
-18.9 % |
| A O Smith Corporation |
1 Q |
AOS |
-0.71 % |
0.77 % |
-3.18 % |
-30.39 % |
| Acuity Brands Inc |
1 Q |
AYI |
13.78 % |
9.51 % |
-32.64 % |
-48.68 % |
| Adtran Holdings Inc |
1 Q |
ADTN |
-55.54 % |
-3.17 % |
39.79 % |
25.12 % |
| Advanced Drainage Systems Inc |
1 Q |
WMS |
-3.8 % |
-11.51 % |
-1.88 % |
-14.19 % |
| Aecom |
1 Q |
ACM |
-6.13 % |
-6.96 % |
-39.57 % |
-69.21 % |
| Aerovironment Inc |
4 Q |
AVAV |
-0.97 % |
-5.73 % |
1.26 % |
-23.36 % |
| Agilent Technologies inc |
4 Q |
A |
- |
26.95 % |
- |
4.3 % |
| Allegro Microsystems Inc |
4 Q |
ALGM |
-18.74 % |
-2.92 % |
-60.42 % |
36.53 % |
| Allison Transmission Holdings Inc |
1 Q |
ALSN |
-6.85 % |
-7.84 % |
136.36 % |
-65.33 % |
| Ambarella Inc |
4 Q |
AMBA |
-36.07 % |
-25.45 % |
116.84 % |
67.4 % |
| Amdocs Limited |
3 Q |
DOX |
3.37 % |
- |
-15.17 % |
- |
| Amphenol Corporation |
1 Q |
APH |
47.25 % |
12.49 % |
100 % |
-5.61 % |
| Amplitech Group Inc |
4 Q |
AMPG |
36.68 % |
57.99 % |
-60.42 % |
29.32 % |
| Analog Devices Inc |
4 Q |
ADI |
0.26 % |
3 % |
-33.19 % |
-9.93 % |
| Applied Optoelectronics Inc |
1 Q |
AAOI |
74.3 % |
1.19 % |
383.75 % |
-0.2 % |
| Audiocodes ltd |
4 Q |
AUDC |
-2.16 % |
- |
307.04 % |
- |
| Azz Inc |
1 Q |
AZZ |
-3.83 % |
-9.46 % |
6.1 % |
13.24 % |
| Babcock and Wilcox Enterprises Inc |
1 Q |
BW |
-13.72 % |
103.31 % |
27.52 % |
301.48 % |
| Bandwidth Inc |
1 Q |
BAND |
-1.49 % |
-16.8 % |
48.6 % |
65.43 % |
| Barnes Group Inc |
3 Q |
B |
-1.43 % |
-9.98 % |
-24.2 % |
-29.67 % |
| Belden Inc |
1 Q |
BDC |
14.42 % |
-7.48 % |
32.79 % |
-44.8 % |
| Benchmark Electronics Inc |
1 Q |
BHE |
-4.62 % |
-1.33 % |
-29.6 % |
-53.99 % |
| Bk Technologies Corp |
1 Q |
BKTI |
93464.47 % |
-51.02 % |
125133.64 % |
-26.37 % |
| Borgwarner Inc |
1 Q |
BWA |
-0.67 % |
-12.7 % |
-37.37 % |
-26.09 % |
| Broadcom Inc |
4 Q |
AVGO |
-12.37 % |
-8.18 % |
-18.03 % |
-18.03 % |
| Brunswick Corporation |
4 Q |
BC |
-3.43 % |
3.04 % |
-46.09 % |
-15.83 % |
| Cambium Networks Corp |
3 Q |
CMBM |
-20.83 % |
-10.45 % |
10.63 % |
-12.18 % |
| Camp4 Therapeutics Corporation |
1 Q |
CAMP |
- |
-65.3 % |
- |
6.08 % |
| Capstone Companies Inc |
1 Q |
CAPC |
-55.21 % |
-82.32 % |
- |
- |
| Caterpillar Inc |
1 Q |
CAT |
-4.97 % |
-12.2 % |
24.73 % |
-11.48 % |
| Cemtrex Inc |
4 Q |
CETX |
-4.98 % |
-19.68 % |
218.04 % |
6.5 % |
| Century Communities Inc |
1 Q |
CCS |
-1.22 % |
-26.8 % |
-42.92 % |
-62.91 % |
| Ciena Corp |
4 Q |
CIEN |
4.04 % |
-6.88 % |
61.96 % |
-67.82 % |
| Cirrus Logic Inc |
4 Q |
CRUS |
-9.29 % |
-0.18 % |
-31.86 % |
144.05 % |
| Cisco Systems Inc |
1 Q |
CSCO |
4.15 % |
0.63 % |
55.36 % |
24.29 % |
| Clearfield Inc |
1 Q |
CLFD |
-1.38 % |
17.29 % |
243.5 % |
-428.23 % |
| Clearone Inc |
1 Q |
CLRO |
-5.01 % |
-15.91 % |
-71.43 % |
-52.38 % |
| Cleartronic Inc |
4 Q |
CLRI |
49.37 % |
-15.84 % |
- |
- |
| Commscope Holding Company Inc |
1 Q |
COMM |
-16.11 % |
60.42 % |
158.33 % |
112.33 % |
| Comtech Telecommunications Corp |
4 Q |
CMTL |
4.25 % |
-44.14 % |
-61.32 % |
-31.55 % |
| Corning Inc |
1 Q |
GLW |
10.51 % |
-3.25 % |
-17.46 % |
-18.11 % |
| Crane Company |
1 Q |
CR |
-4.08 % |
41.38 % |
56.04 % |
27.93 % |
| Cts Corporation |
1 Q |
CTS |
- |
6.01 % |
- |
-26.82 % |
| Cummins Inc |
1 Q |
CMI |
-5.88 % |
-8.75 % |
-4.14 % |
-70 % |
| Cyberark Software Ltd |
4 Q |
CYBR |
23.63 % |
- |
123.5 % |
- |
| D r Horton Inc |
4 Q |
DHI |
0.4 % |
-21.74 % |
-72.06 % |
-58.44 % |
| Danaher Corporation |
1 Q |
DHR |
-0.38 % |
-12.63 % |
-15.81 % |
-52.52 % |
| Dell Technologies Inc |
4 Q |
DELL |
-54.58 % |
-31.68 % |
1.1 % |
15.02 % |
| Digi International Inc |
1 Q |
DGII |
- |
0.3 % |
- |
-3.29 % |
| Dillard s inc |
4 Q |
DDS |
-3.35 % |
40.79 % |
-45.5 % |
-45.1 % |
| Dish Network Corp |
1 Q |
DISH |
-1.06 % |
-1.19 % |
-45.54 % |
-26.75 % |
| Donaldson Company Inc |
4 Q |
DCI |
-0.33 % |
-3.17 % |
-11.27 % |
-24.4 % |
| Dover Corp |
1 Q |
DOV |
-12.78 % |
22.37 % |
8.36 % |
-10.6 % |
| Ducommun Incorporated |
1 Q |
DCO |
-0.17 % |
-6.34 % |
-3.2 % |
25.1 % |
| Duke Robotics Corp |
1 Q |
USDR |
- |
-34.55 % |
- |
2400 % |
| Eaton Corporation Plc |
1 Q |
ETN |
5.47 % |
1.8 % |
-19.67 % |
-42.35 % |
| Elbit Systems Ltd |
4 Q |
ESLT |
13.08 % |
- |
14.98 % |
- |
| Electronic Systems Technology Inc |
3 Q |
ELST |
-6.79 % |
-10.53 % |
- |
- |
| Emcor Group Inc |
1 Q |
EME |
11.88 % |
4.86 % |
28.86 % |
47.58 % |
| Emcore Corporation |
4 Q |
EMKR |
-19.89 % |
-11.91 % |
- |
- |
| Emerson Electric Co |
4 Q |
EMR |
-14.45 % |
-11.37 % |
7.79 % |
-50.6 % |
| Energy Focus Inc |
1 Q |
EFOI |
-38.27 % |
-43.55 % |
- |
- |
| Enpro Inc |
1 Q |
NPO |
0.96 % |
1.49 % |
14.63 % |
-22.95 % |
| Extreme Networks Inc |
1 Q |
EXTR |
0.24 % |
2.84 % |
56.16 % |
6.16 % |
| Fabrinet |
1 Q |
FN |
20.1 % |
5.16 % |
108.14 % |
30.9 % |
| Fluor Corporation |
1 Q |
FLR |
5.68 % |
-4.49 % |
-67.65 % |
-64.52 % |
| Fossil Group inc |
1 Q |
FOSL |
-15.49 % |
-33.19 % |
-83.02 % |
-85.95 % |
| Franklin Electric Co Inc |
4 Q |
FELE |
5.23 % |
-2.82 % |
13.54 % |
35.26 % |
| Franklin Wireless Corp |
1 Q |
FKWL |
29.03 % |
-41.43 % |
106.62 % |
765.78 % |
| Freeport mcmoran Inc |
1 Q |
FCX |
-5.59 % |
-1.16 % |
-6.54 % |
-5.41 % |
| Gbt Technologies Inc |
1 Q |
GOPH |
- |
-111.96 % |
- |
- |
| Generac Holdings Inc |
1 Q |
GNRC |
4.5 % |
-17.34 % |
15.35 % |
-41.99 % |
| General Dynamics Corporation |
1 Q |
GD |
13 % |
-8.06 % |
-10.69 % |
-60 % |
| General Electric Company |
1 Q |
GE |
-60.45 % |
-746.61 % |
-50.59 % |
-22.1 % |
| Gentherm Incorporated |
1 Q |
THRM |
- |
- |
31.37 % |
-35.23 % |
| Gilat Satellite Networks Ltd |
4 Q |
GILT |
16.7 % |
- |
-38.49 % |
- |
| Graybar Electric Company Inc |
1 Q |
GRAYB |
8.55 % |
0.49 % |
-30.05 % |
-27.67 % |
| Harmonic Inc |
1 Q |
HLIT |
-6.25 % |
-27.88 % |
-2.04 % |
-20.2 % |
| Heico Corporation |
4 Q |
HEI |
- |
3.56 % |
- |
9.37 % |
| Hp inc |
4 Q |
HPQ |
3.34 % |
-3.1 % |
91.14 % |
97.39 % |
| Hubbell Inc |
1 Q |
HUBB |
-3.76 % |
4.52 % |
-35.48 % |
-61.76 % |
| Hudson Technologies Inc |
1 Q |
HDSN |
-0.39 % |
37.95 % |
46.98 % |
-8.85 % |
| Idex Corp |
1 Q |
IEX |
5.16 % |
-3.63 % |
-28.5 % |
-7.74 % |
| Ieh Corp |
4 Q |
IEHC |
- |
2.51 % |
- |
-6.97 % |
| Ies Holdings Inc |
4 Q |
IESC |
17.08 % |
-3.69 % |
102.13 % |
- |
| Illinois Tool Works Inc |
1 Q |
ITW |
1.48 % |
-0.45 % |
1.05 % |
-18.64 % |
| Infinera Corp |
4 Q |
INFN |
-3.09 % |
13.41 % |
-18.62 % |
17.33 % |
| Intel Corporation |
1 Q |
INTC |
-5.98 % |
-6.35 % |
-13.18 % |
-11.16 % |
| International Business Machines Corporation |
1 Q |
IBM |
1.06 % |
9.56 % |
2.09 % |
-19.47 % |
| Iteris inc |
2 Q |
ITI |
10.37 % |
2.55 % |
-83.99 % |
-83.4 % |
| Itt Inc |
4 Q |
ITT |
8.28 % |
13.55 % |
-6.91 % |
-0.55 % |
| Johnson Outdoors Inc |
1 Q |
JOUT |
-7.24 % |
27.89 % |
-36.64 % |
-19.34 % |
| Juniper Networks Inc |
1 Q |
JNPR |
2.34 % |
-3.84 % |
-30.17 % |
-10.66 % |
| Kb Home |
1 Q |
KBH |
-3.48 % |
-28.6 % |
18.68 % |
11.28 % |
| Key Tronic Corporation |
1 Q |
KTCC |
-20.32 % |
-2.21 % |
178.71 % |
395.27 % |
| Kimball Electronics Inc |
1 Q |
KE |
- |
4.02 % |
- |
-38.38 % |
| Kratos Defense and Security Solutions inc |
4 Q |
KTOS |
7.64 % |
4.88 % |
-29.53 % |
-11.11 % |
| Kvh Industries Inc |
4 Q |
KVHI |
-30.05 % |
-2.71 % |
-81.16 % |
-39.66 % |
| Lear Corp |
1 Q |
LEA |
-6.79 % |
-2.75 % |
-8.45 % |
-45.86 % |
| Leidos Holdings Inc |
1 Q |
LDOS |
4.35 % |
-5.81 % |
29.41 % |
-74.42 % |
| Lennar Corp |
1 Q |
LEN |
10.08 % |
-18.98 % |
- |
- |
| Leonardo Drs Inc |
1 Q |
DRS |
14.73 % |
-14.05 % |
220 % |
10.34 % |
| Lgi Homes Inc |
1 Q |
LGIH |
-5.61 % |
-31.37 % |
-16.98 % |
36.9 % |
| Lightwave Logic Inc |
4 Q |
LWLG |
- |
7.6 % |
- |
-32.97 % |
| Lockheed Martin Corporation |
1 Q |
LMT |
2.8 % |
-13.03 % |
20.11 % |
-21.99 % |
| Lsi Industries Inc |
1 Q |
LYTS |
26.18 % |
-9.24 % |
-45.97 % |
-35.27 % |
| Lumentum Holdings Inc |
1 Q |
LITE |
-3.25 % |
2.55 % |
204.85 % |
56.22 % |
| Macom Technology Solutions Holdings Inc |
1 Q |
MTSI |
21.22 % |
0.21 % |
59.03 % |
52.77 % |
| Marvell Technology Inc |
4 Q |
MRVL |
9.73 % |
-47.21 % |
-13.36 % |
-6.36 % |
| Masco Corporation |
1 Q |
MAS |
-5.78 % |
-1.43 % |
3.23 % |
-42.86 % |
| Maxlinear Inc |
1 Q |
MXL |
-16.46 % |
6.37 % |
-77.16 % |
-33.66 % |
| Monolithic Power Systems Inc |
4 Q |
MPWR |
- |
1.03 % |
- |
91.62 % |
| Motorola Solutions inc |
1 Q |
MSI |
4.06 % |
-11.38 % |
-19.57 % |
-56.98 % |
| Movado Group Inc |
4 Q |
MOV |
-14.95 % |
-12.82 % |
- |
- |
| National Presto Industries Inc |
1 Q |
NPK |
- |
-17.02 % |
- |
528.29 % |
| Natural Gas Services Group Inc |
1 Q |
NGS |
15.54 % |
-7.91 % |
76.14 % |
32.4 % |
| Netgear Inc |
1 Q |
NTGR |
-6.33 % |
-11.82 % |
-44.38 % |
-43.98 % |
| Network 1 Technologies Inc |
1 Q |
NTIP |
-13.4 % |
-58.31 % |
- |
- |
| Newell Brands Inc |
1 Q |
NWL |
-5.62 % |
-20.36 % |
0 % |
-38.54 % |
| Northrop Grumman Corp |
1 Q |
NOC |
-1.84 % |
-7.31 % |
-5.19 % |
-68.63 % |
| Nova Ltd |
4 Q |
NVMI |
25.72 % |
- |
0.16 % |
- |
| Nxp Semiconductors N v |
1 Q |
NXPI |
-6.96 % |
-13.3 % |
-36.43 % |
-1.2 % |
| Okta Inc |
4 Q |
OKTA |
32.82 % |
12.92 % |
-75 % |
-60 % |
| Omnitek Engineering Corp |
1 Q |
OMTK |
24.2 % |
35.15 % |
- |
- |
| On Semiconductor Corporation |
1 Q |
ON |
50.93 % |
53.56 % |
-33.63 % |
1.86 % |
| Optical Cable Corporation |
4 Q |
OCC |
2.27 % |
-12.67 % |
-6.29 % |
32.1 % |
| Orion Energy Systems Inc |
4 Q |
OESX |
-25.68 % |
-7.95 % |
-84.3 % |
280 % |
| Osi Systems inc |
1 Q |
OSIS |
9.71 % |
7.44 % |
-5.27 % |
-12.34 % |
| Parker hannifin Corporation |
1 Q |
PH |
-2.09 % |
2.68 % |
10.67 % |
-27.67 % |
| Parkervision Inc |
1 Q |
PRKR |
67.79 % |
-35.09 % |
- |
- |
| Parsons Corporation |
1 Q |
PSN |
0.79 % |
-11.59 % |
42.78 % |
-28.21 % |
| Pioneer Power Solutions Inc |
3 Q |
PPSI |
3.76 % |
40.36 % |
-56.81 % |
65.34 % |
| Pixelworks Inc |
1 Q |
PXLW |
-29.5 % |
-2.5 % |
-95.6 % |
-84.96 % |
| Plexus Corp |
4 Q |
PLXS |
-0.87 % |
-6.94 % |
-7.43 % |
0.84 % |
| Powell Industries Inc |
1 Q |
POWL |
1.99 % |
7.1 % |
351.16 % |
86.11 % |
| Preformed Line Products Company |
1 Q |
PLPC |
4.64 % |
-10.37 % |
180.14 % |
219.91 % |
| Proto Labs Inc |
1 Q |
PRLB |
0.86 % |
-1.99 % |
-51.22 % |
52.05 % |
| Pultegroup Inc |
1 Q |
PHM |
9.62 % |
72.35 % |
22.97 % |
20.94 % |
| Qorvo Inc |
1 Q |
QRVO |
-7.66 % |
-2.55 % |
-12.85 % |
-24.65 % |
| Qualcomm Inc |
1 Q |
QCOM |
11.49 % |
-3.14 % |
16.3 % |
-22.74 % |
| R F Industries Ltd |
4 Q |
RFIL |
21.27 % |
-0.14 % |
-81.12 % |
-84.48 % |
| Richardson Electronics Ltd |
1 Q |
RELL |
11.87 % |
12.85 % |
36.91 % |
6.19 % |
| Rockwell Automation Inc |
1 Q |
ROK |
-6.7 % |
1.9 % |
-45.31 % |
-60.56 % |
| Rtx Corporation |
1 Q |
RTX |
4.79 % |
-6.36 % |
-2.06 % |
-49.96 % |
| Sai Tech Global Corporation |
4 Q |
SAI |
- |
- |
- |
- |
| Sanmina Corporation |
1 Q |
SANM |
7.61 % |
-1.34 % |
3.71 % |
79.75 % |
| Science Applications International Corporation |
4 Q |
SAIC |
-31.09 % |
-18.12 % |
36.36 % |
66.67 % |
| Semtech Corp |
4 Q |
SMTC |
-229.81 % |
99.23 % |
5.95 % |
114.15 % |
| Sifco Industries Inc |
4 Q |
SIF |
-7.54 % |
208.95 % |
-78.02 % |
- |
| Sigmatron International Inc |
4 Q |
SGMA |
-22.15 % |
-2.72 % |
-82.26 % |
-58.42 % |
| Silicom Ltd |
4 Q |
SILC |
-53.28 % |
- |
-41.42 % |
- |
| Silicon Laboratories Inc |
1 Q |
SLAB |
26.42 % |
6.64 % |
137.03 % |
22.43 % |
| Skyworks Solutions Inc |
1 Q |
SWKS |
-0.09 % |
-3.55 % |
-51.37 % |
-5.53 % |
| Snap on Inc |
1 Q |
SNA |
- |
-2.85 % |
- |
26.52 % |
| Spirit Aerosystems Holdings inc |
4 Q |
SPR |
39.46 % |
22.39 % |
-36.08 % |
-1.72 % |
| Stanley Black and Decker Inc |
1 Q |
SWK |
-4.81 % |
0.74 % |
-1.07 % |
-43.23 % |
| Sterling Infrastructure Inc |
1 Q |
STRL |
-5.79 % |
-14.32 % |
-20.1 % |
14.57 % |
| Stoneridge Inc |
1 Q |
SRI |
-7.42 % |
-0.7 % |
4.75 % |
15.53 % |
| Stratus Properties Inc |
4 Q |
STRS |
68.51 % |
12.35 % |
-36.9 % |
-9.47 % |
| Synaptics Incorporated |
1 Q |
SYNA |
14.68 % |
3.43 % |
71.11 % |
227.66 % |
| Taylor Morrison Home Corp |
1 Q |
TMHC |
11.3 % |
-19.56 % |
-6.56 % |
-15.38 % |
| Te Connectivity plc |
1 Q |
TEL |
3.66 % |
7.91 % |
37.72 % |
12.2 % |
| Terex Corporation |
1 Q |
TEX |
2.29 % |
-2.41 % |
- |
- |
| Tetra Tech inc |
1 Q |
TTEK |
36.4 % |
-6.96 % |
48.22 % |
73 % |
| Texas Instruments Incorporated |
1 Q |
TXN |
15.58 % |
4.37 % |
-10.02 % |
-5.79 % |
| Textron Inc |
1 Q |
TXT |
12.84 % |
-14.71 % |
-15.15 % |
-63.4 % |
| The Boeing Company |
1 Q |
BA |
14.29 % |
0.12 % |
18.87 % |
4.01 % |
| The Manitowoc Company Inc |
1 Q |
MTW |
-2.88 % |
-19.88 % |
94.26 % |
109.73 % |
| The St Joe Company |
1 Q |
JOE |
7.61 % |
-1.65 % |
-51.01 % |
-47.83 % |
| Toll Brothers Inc |
4 Q |
TOL |
- |
-25.09 % |
- |
-4.76 % |
| Transdigm Group Incorporated |
1 Q |
TDG |
10.17 % |
12.31 % |
16.67 % |
33.33 % |
| Tri Pointe Homes Inc |
1 Q |
TPH |
-21.89 % |
-40.9 % |
26.31 % |
85.68 % |
| Trimas Corporation |
4 Q |
TRS |
10.86 % |
-0.75 % |
-22.18 % |
26.2 % |
| Triumph Group Inc |
4 Q |
TGI |
4.15 % |
8.31 % |
-82.18 % |
-85.17 % |
| Trutankless Inc |
3 Q |
BOLC |
272.59 % |
184.22 % |
- |
- |
| Tsakos Energy Navigation Limited |
4 Q |
TEN |
- |
- |
- |
- |
| Tutor Perini Corporation |
1 Q |
TPC |
18.17 % |
2.28 % |
188.52 % |
229.26 % |
| Twilio Inc |
1 Q |
TWLO |
5.31 % |
-2.75 % |
-0.76 % |
-15.03 % |
| Utstarcom Holdings Corp |
4 Q |
UTSI |
-22.35 % |
- |
-38.04 % |
- |
| Viasat Inc |
4 Q |
VSAT |
-5.97 % |
-3.87 % |
- |
- |
| Vishay Intertechnology Inc |
1 Q |
VSH |
1.54 % |
-7.39 % |
15.98 % |
-57.51 % |
| Vishay Precision Group Inc |
1 Q |
VPG |
-2.83 % |
-3.35 % |
-41.43 % |
-31.44 % |
| Watts Water Technologies Inc |
4 Q |
WTS |
-3.52 % |
0.64 % |
12.15 % |
87.5 % |
| Whirlpool Corp |
1 Q |
WHR |
-25.38 % |
-19.53 % |
-37.39 % |
-47.06 % |
| Willdan Group inc |
1 Q |
WLDN |
23.55 % |
7.86 % |
17.2 % |
-1.24 % |
| Woodward Inc |
1 Q |
WWD |
6.36 % |
11.95 % |
27.1 % |
-45.15 % |
| Xinyuan Real Estate Co Ltd |
4 Q |
XIN |
-37.13 % |
- |
58.31 % |
- |
| APROX. MARKET |
SUBTOTAL |
-3.52 % |
-1.47 % |
-2.62 % |
-14.68 % |
