Research from Atrium Research, Atrium Research Corporation

Atrium Research

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis.

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>BQE reported Q2 financial results that beat our expectations on revenue and were in line on EBITDA.</li>
<li>The quarter was once again led by the recurring operations segment which grew 79% YoY and 43% QoQ.</li>
<li>Technical services revenue was soft again, but management expects a rebound in H2 as larger projects have been initiated in Q3.</li>
</ul>


BQE reported Q2 financial results that beat our expectations on revenue and were in line on EBITDA.
The quarter was once again led by the recurring operations segment which grew 79% YoY and 43% QoQ.
Technical services revenue was soft again, but management expects a rebound in H2 as larger projects have been initiated in Q3.


BQE: Strong Q2; Recurring Segment Grows 79% YoY & 43% QoQ

BQE Water

BQE: Strong Q2; Recurring Segment Grows 79% YoY & 43% QoQ