Capital Incentives

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Azek (AZEK)
Turning plastic and recycled wood into quality decking and exterior products
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Qualys (QLYS) Q2'23 Earnings Update
Operating leverage increases margins, helping earnings beat
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2
Zebra Technologies (ZBRA) Q2'23 Earnings Update
Q2'23 sales miss and poor guidance driven by soft goods economy and lackluster IT spending
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Capital Incentives
WEX (WEX) Q2'23 Earnings Update
Travel spending drives better-than-expected growth
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Encore Wire (WIRE) Q2'23 Earnings Update
Margins slowing as expected; volume holding steady
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Encore Wire (WIRE)
Electric wire maker getting a boost from Electrification of Everything movement
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9
Zebra Technologies (ZBRA)
After sales drought in 2023, Zebra will return to form with upside again
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Thor Industries (THO)
Pure play RV maker in a cycle trough
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