Research Feed
MTRX: $101M Enterprise Value EPC Entering Data Center Power Market at 3-6x Discount to Peers
Matrix Service Company reported Q2 FY2026 earnings Feb 4, triggering a 22% sell-off to $11.06 (RSI 24.9). Market punished book-to-bill of 0.8x and backlog removal from two specific projects. The reaction looks like an overreaction to temporary noise, but execution risk is real and the data center po
FPS: Backlog Explosion Confirms Supply Chain Signal, But Priced for Perfection
Forgent Power Solutions (FPS) IPO'd Feb 5 at $27, now trading $33.76 (+25% in 3 days). PE roll-up (Neos Partners, 82% control) of four electrical distribution equipment manufacturers. Products: switchgear, transformers, PDUs, power skids for data centers (42% of revenue), grid (23%), industrial (19%