ECGMEDIUM SIGNALOPPORTUNITY10-K

ECG demonstrated strong operational performance with 31.5% revenue growth to $3.7B and 40.7% net income growth, while successfully calculating a $2.52 billion public float for the first time.

The company appears to have crossed a significant size threshold, now able to calculate public market capitalization where it previously marked this as "Not Applicable," suggesting substantial growth in public ownership and market presence. The strong financial performance across all key metrics indicates robust business momentum and operational efficiency improvements.

Comparing 2026-02-25 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

ECG delivered impressive growth across all major financial metrics, with revenue expanding 31.5% to $3.7B and net income surging 40.7% to $201.8M, demonstrating strong operational leverage as gross profit margins improved. The balance sheet reflects this growth with total assets expanding 34.2% to $1.7B and stockholders' equity increasing 49% to $629.8M, though current liabilities also grew 43.4% indicating higher working capital needs to support the business expansion. Overall, the financial picture signals a rapidly growing, profitable company successfully scaling its operations while maintaining strong equity growth that outpaces debt increases.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
+49%
$422.6M$629.8M

Equity base grew 49% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Current Liabilities
Balance Sheet
+43.4%
$513.4M$736.2M

Current liabilities surged 43.4% — significant near-term obligations; verify ability to meet short-term debt.

Current Assets
Balance Sheet
+41.3%
$917.2M$1.3B

Current assets grew 41.3% — improving short-term liquidity or inventory/receivables build.

Net Income
P&L
+40.7%
$143.4M$201.8M

Net income grew 40.7% — bottom-line growth signals improving overall business health.

Operating Income
P&L
+39.4%
$189.9M$264.8M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Total Assets
Balance Sheet
+34.2%
$1.3B$1.7B

Asset base grew 34.2% — expansion through organic growth, acquisitions, or capital deployment.

Gross Profit
P&L
+33.8%
$339.5M$454.1M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+31.5%
$2.8B$3.7B

Strong top-line growth of 31.5% — accelerating demand or successful expansion into new markets.

Total Liabilities
Balance Sheet
+26.9%
$865.9M$1.1B

Liabilities increased 26.9% — monitor debt-to-equity ratio and interest coverage.

SG&A Expense
P&L
+26.6%
$149.5M$189.3M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

LANGUAGE CHANGES
NEW — 2026-02-25
PRIOR — 2025-02-28
ADDED
The aggregate market value of the voting and non-voting common equity held by non-affiliates of the registrant was approximately $ 2.52 billion as of June 30, 2025, the last business day of the of the registrant s most recently completed second fiscal quarter, based upon the closing sale price on the New York Stock Exchange reported for such date.
For purposes of the calculation, only directors, officers and beneficial owners of 10% or more of the registrant s outstanding common stock have been deemed affiliates.
Management's Discussion and Analysis of Financial Condition and Results of Operations 34 Item 7A.
Management s Discussion and Analysis of Financial Condition and Results of Operations, and Item 7A.
Quantitative and Qualitative Disclosures about Market Risk and other sections of this 2025 Annual Report contain forward-looking statements.
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REMOVED
State the aggregate market value of the voting common stock held by non-affiliates of the registrant as of June 30, 2024: Not Applicable.
Management's Discussion and Analysis of Financial Condition and Results of Operations 33 Item 7A.
Management s Discussion and Analysis of Financial Condition and Results of Operations and other sections of this Annual Report contain forward-looking statements.
The loss of, or reduction in business from, certain significant customers.
That we recognize revenue for the majority of construction projects based on estimates.
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