EGANHIGH SIGNALFINANCIAL10-K

EGAN delivered explosive revenue growth of 289% and net income surge of 315%, but with concerning operational efficiency deterioration as operating income fell 26% and operating cash flow plummeted 58%.

The dramatic disconnect between revenue growth and operating performance suggests potential revenue quality issues, unsustainable margin compression, or significant one-time items driving the net income increase. The sharp decline in operating cash flow despite massive revenue growth is particularly concerning and warrants immediate investor scrutiny of the underlying business fundamentals.

Comparing 2025-09-12 vs 2024-09-12View on EDGAR →
FINANCIAL ANALYSIS

EGAN experienced extraordinary top-line growth with revenue jumping 289% to $61.3M and net income surging 315% to $32.3M, while stockholders' equity strengthened 38% to $80.7M. However, the financial picture reveals troubling operational headwinds as operating income declined 26% to $4.4M despite the revenue explosion, and operating cash flow collapsed 58% to $5.3M, indicating potential revenue quality concerns or unsustainable margin compression. The company maintained a solid balance sheet with total assets growing 16% to $148M, though cash declined 10% and debt increased 11%, suggesting the growth may be capital-intensive and potentially unsustainable at current profitability levels.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+314.6%
$7.8M$32.3M

Net income grew 314.6% — bottom-line growth signals improving overall business health.

Revenue
P&L
+289.4%
$15.7M$61.3M

Strong top-line growth of 289.4% — accelerating demand or successful expansion into new markets.

Capital Expenditure
Cash Flow
+185.4%
$198K$565K

Capital expenditure jumped 185.4% — major investment cycle underway; assess returns on deployment.

Operating Cash Flow
Cash Flow
-57.7%
$12.5M$5.3M

Operating cash flow fell 57.7% — earnings quality concerns; investigate working capital changes and non-cash items.

Stockholders Equity
Balance Sheet
+38%
$58.5M$80.7M

Equity base grew 38% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Operating Income
P&L
-25.8%
$6.0M$4.4M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Total Assets
Balance Sheet
+15.8%
$127.9M$148.0M

Asset base grew 15.8% — expansion through organic growth, acquisitions, or capital deployment.

R&D Expense
P&L
+11.2%
$26.6M$29.6M

R&D investment increased 11.2% — signals commitment to future product development, though near-term margin impact.

Total Debt
Balance Sheet
+10.8%
$18.3M$20.2M

Debt rose 10.8% — additional borrowing for investment or operations; monitor coverage ratios.

Cash & Equivalents
Balance Sheet
-10.1%
$70.0M$62.9M

Cash decreased 10.1% — monitor burn rate and upcoming capital needs.

LANGUAGE CHANGES
NEW — 2025-09-12
PRIOR — 2024-09-12
ADDED
There were 26,867,067 shares of the Registrant s Common Stock, par value $0.001 per share, outstanding on September 5, 2025.
Management s Discussion and Analysis of Financial Condition and Results of Operations 35 7A.
Changes In and Disagreements With Accountants on Accounting and Financial Disclosure 80 9A.
We also refer to trademarks of other corporations and organizations in this report.
Summary Risk Factors Our business is subject to numerous risks and uncertainties that could affect our ability to successfully implement our business strategy and affect our financial results.
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REMOVED
There were 28,511,553 shares of the Registrant s Common Stock, par value $0.001 per share, outstanding on September 9, 2024.
Management s Discussion and Analysis of Financial Condition and Results of Operations 36 7A.
Changes In and Disagreements With Accountants on Accounting and Financial Disclosure 83 9A.
These forward-looking statements reflect our current views with respect to future events, are based on assumptions and are subject to risks and uncertainties.
We also refer to trademarks of other corporations and organizations in this report Summary Risk Factors Our business is subject to numerous risks and uncertainties that could affect our ability to successfully implement our business strategy and affect our financial results.
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