From Morning Watchlist <[email protected]>
Subject A $22.7 billion backlog, 49% revenue growth, and zero debt
Date July 6, 2026 5:04 PM
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Forget the narrative for a second.... ͏  ͏  ͏  ͏  ͏
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Forget the narrative for a second. Here are real figures from real
companies, all pulled from their most recent reported quarters:

* One name grew Q1 revenue ~49% year over year, lifted gross margin
to 43%, and holds about $174.9 million in cash and investments against
ZERO TOTAL DEBT.
* Another is sitting on a $22.7 BILLION BACKLOG, roughly $2 billion
in cash, no debt — and just swung from a year-ago loss to $9 million
in net income while more than doubling adjusted EBITDA to $78 million.
* A semiconductor-test leader more than doubled its top line year
over year ($686M → $1.282B) and reported GAAP EPS of $2.53. Analysts
currently model roughly 40.3% revenue growth and 82.9% EPS growth for
2026.
* A medical robotics player grew U.S. procedure volume about 30%,
runs a 65% gross margin, and reaffirmed full-year guidance implying
27%–33% revenue growth.

These aren't story stocks living on hope. In several cases the market
is paying up _because_ the earnings are already showing up in the
numbers.

The free report names all seven, breaks down each balance sheet and
growth profile, and — just as important — tells you which ones are
expensive, which charts look broken, and where the execution risk
sits. No fluff.

CLICK HERE TO GET YOUR FREE COPY OF THIS REPORT
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