A weekly pass through growth-factor screens continues to show dispersion beneath headline indices. Semiconductor names are accelerating EBITDA at a pace not reflected in broader cyclicals, while select industrials and energy operators are still compounding through the margins. This week's scan surfaced five companies whose multi-year revenue and EBITDA curves remain intact despite rotation under the surface.

Using FMP's Income Statement API — we break down how multi-period statements reveal which names are scaling efficiently, not just expanding top line. In this briefing, we'll dissect how this endpoint turns historical figures into a repeatable growth signal and where recent momentum is beginning to diverge.

Five Companies Showing Durable Growth Momentum

Micron Technology, Inc. (MU)

5-Year Revenue CAGR: 14.85%
5-Year EBITDA CAGR: 79.94%

Micron's revenue growth of roughly 14.9% annually provides a healthy trajectory, but the nearly 80% annualized expansion of EBITDA is the real read-through. That kind of multiplier effect points to structural margin improvement rather than a simple lift from memory-cycle pricing. It suggests Micron is extracting greater profitability from each incremental unit — typically a sign of better product mix or cost-curve advantages.

The backdrop matters: memory markets are volatile, and compounding EBITDA at this pace through different phases of the pricing cycle implies more durable shifts. Recent results reinforce the theme — Q3 FY2025 revenue reached $9.30 billion vs. $6.81 billion a year prior, and management guided meaningfully higher gross margins as AI-server demand accelerates. On August 11, 2025, Micron raised its Q4 outlook, pointing to AI-infrastructure volumes as a key driver. Investors should watch how much of that margin lift is retained as capacity comes online across the industry; holding margin in a supply-expansion phase would be a strong quality signal.

Advanced Micro Devices, Inc. (AMD)

5-Year Revenue CAGR: 34.09%
5-Year EBITDA CAGR: 58.86%

AMD's five-year revenue growth of over 34% annually is already impressive, but coupling it with EBITDA growth near 59% suggests an inflection in operating leverage. The company is scaling into its cost base — meaning the more it grows, the more profitable each additional dollar becomes. That is uncommon in semiconductor competition, where R&D intensity typically offsets scale benefits.

Recent prints reflect the narrative: revenue rose to $7.4 billion in Q1 2025 with a 50% gross margin, while Q2 revenue advanced to $7.69 billion despite export restrictions creating friction in some geographies. The key tension is geopolitical: export controls may slow certain high-growth markets, putting pressure on data-center mix. The signal to watch is margin composition in the data-center segment; if those margins widen despite regulatory noise, the thesis strengthens.

Celestica Inc. (CLS)

5-Year Revenue CAGR: 11.45%
5-Year EBITDA CAGR: 32.92%

Celestica's profile is quieter on the surface — revenue compounding at ~11.5% annually — yet EBITDA accelerating close to 33% hints at an operational transformation. For a manufacturing-services business, where margins are historically thin, that kind of divergence typically means a shift toward higher-value programs, stronger contract mix, or more automation per unit.

Q1 2025 results showed revenue advancing 20% year-over-year, with adjusted operating margin climbing to 7.1%. That may seem incremental, but in this sector, single points of margin expansion translate directly into cash-flow leverage. The company's pivot toward complex systems (AI infrastructure, hardware integration) may be driving the uplift. Going forward, backlog composition matters: if bookings tilt toward longer-cycle, higher-layer systems rather than commoditized assembly, the margin profile could hold.

Exxon Mobil Corporation (XOM)

5-Year Revenue CAGR: 10.92%
5-Year EBITDA CAGR: 18.87%

Exxon's growth figures are more restrained, but context matters: sustaining an ~11% revenue CAGR and nearly 19% EBITDA CAGR through commodity cycles indicates disciplined capital allocation and advantaged upstream assets. Compounding at that clip in an industry defined by volatility signals operational strength rather than luck.

Recent results underscore the dynamic. In Q1 2025, Exxon reported $7.7 billion in earnings and generated ~$13 billion in operating cash flow, returning ~$9.1 billion to shareholders. Meanwhile, Guyana upstream profit surged 64% in 2024 to ~$10.4 billion, providing a structural earnings engine independent of oil-price noise. A critical variable is margin compression in downstream segments; Exxon itself has warned of potential profit hits. Investors should watch realizations in refining and chemicals — a softening there could mask strength upstream, temporarily distorting the overall read.

HF Sinclair Corporation (DINO)

5-Year Revenue CAGR: 20.85%
5-Year EBITDA CAGR: 72.84%

HF Sinclair's outsized EBITDA growth — nearly 73% annually — relative to a ~20.9% revenue CAGR implies refinery margin capture and improved throughput efficiency. This is noteworthy because refiner profitability is often tied to external spreads; when EBITDA compounds significantly faster than revenue, internal execution is usually at play.

In Q2 2025, the company delivered adjusted EPS of $1.70 and beat expectations despite a ~14% drop in revenue. That disconnect — declining revenue but rising profitability — reflects disciplined operating cost control and mix optimization in fuels and specialty products. The durability test will come when crack spreads normalize; if Sinclair retains even a portion of the margin gains, its compounding story graduates from cyclical to structural. Keep an eye on throughput, yield improvements, and capital discipline — those levers determine whether EBITDA expansion persists.

Interpreting the Shape of Multi-Year Growth

Across these five names, sustained CAGR shows up for very different reasons. Some are pulling margin higher through operating leverage, others are benefitting from favorable pricing cycles, and a few are quietly improving mix and efficiency. CAGR captures velocity, but it doesn't reveal whether that growth is durable. To make that distinction, recent quarterly trends matter more than the long arc — momentum can fade quickly when mix shifts or pricing normalizes.

The simplest way to separate signal from noise is to place revenue and EBITDA growth alongside free-cash-flow progression and basic leverage ratios. When margins widen and cash generation improves at the same time, compounding becomes structural. When working-capital needs swell or debt climbs faster than earnings, the CAGR can flatter reality.

In practice, combining multi-year figures from the Income Statement Bulk API with a quick look at cash-flow trends is often enough to see what's real. That mirrors the broader logic of financial statement analysis — where profitability, liquidity, and capital intensity inform one another holistically — a framework outlined in The Basics of Financial Statement Analysis. When those elements move together, a backward-looking rate becomes a forward signal on resilience and quality.

Building a Repeatable CAGR Workflow with FMP API

You can stand up a reusable CAGR screen without touching spreadsheets by pulling structured financials directly from FMP's Income Statement API endpoints.

Step 1: Pull Income Statement Data

Start by calling the standard Income Statement API. For a single symbol, you can query:

Endpoint:
https://financialmodelingprep.com/stable/income-statement?symbol=AAPL&apikey=YOUR_API_KEY

Step 2: Gather Historical Figures

From the output, collect several consecutive periods of revenue, EBITDA, or EPS. Lining these up in order gives you a clean time series that can feed your growth math. Make sure each metric is consistently spaced (e.g., annual to annual).

Step 3: Calculate CAGR

With the first and last values in hand, apply the formula across the number of years in the series:

Formula:
CAGR = (Ending Value / Beginning Value)^(1 / Years) - 1

This produces a normalized annual growth rate, smoothing out year-to-year volatility.

Step 4: Scale Screening with Bulk API

Once the logic works for a single name, shift over to the Income Statement Bulk API to expand coverage:
https://financialmodelingprep.com/stable/income-statement-bulk?year=2025&period=FY&apikey=YOUR_API_KEY

Running the same calculation across a larger list enables screening by threshold (e.g., five-year revenue CAGR above a target) and ranking by additional metrics if needed. The end result is a scalable growth filter you can refresh programmatically, anchored to the broader dataset surfaced across the FMP Homepage — where related financial endpoints sit beside earnings history, filings, and market context that can sharpen the final read on compounding durability.

Expanding Coverage Across Broader Universes

A sensible way to stand up this workflow is to begin on the Basic plan — it provides enough access to test the Income Statement API on a small set of tickers and make sure the logic behaves the way you expect. After the mechanics are sound, moving to the Starter tier unlocks coverage across all U.S.-listed equities, allowing the screen to run at practical scale. And if you eventually need to compare growth trends across multiple regions or analyze longer financial histories, the Premium plan's global exchange support and extended records become the more fitting choice.

From Historical Rates to Actionable Insight

Used with a structured screen, CAGR shifts from a historical snapshot to an early read on business models that scale efficiently. Automating the pull through FMP's Income Statement API and Income Statement Bulk API — turns that insight into a repeatable workflow, helping uncover durable growth trajectories before they broaden into consensus.

If you found this useful, you might also like: 5 Companies with Earnings Streak Momentum — Tracked via the FMP API