To The Moon

Looking for defensive growth in a crashing tech market?

While most tech stocks are selling off hard, two Canadian under-the-radar winners are holding strong — and even surging.

Let’s take a look at the resilient names that are outperforming when it matters most.

While Canada’s stock market has held up relatively well in early 2026, supported by energy, materials, and major bank stocks on the Toronto Stock Exchange (TSX), the tech sector has become a heavy drag on the broader market.

Amid widespread risk aversion and sharp pullbacks in many high‑flying tech names, two specialized Canadian technology companies have shown remarkable resilience. Instead of following the market downward, they have delivered independent, high‑return performance.

$Firan Technology Group Corporation(FTGFF)$ and $Evertz Technologies Ltd.(EVTZF)$ are emerging as rare “millionaire‑maker” candidates in a weak market, backed by strong cash flow and wide economic moats.

Firan Technology: The “Compound Machine” in Aerospace & Defense

If the TSX index has been muted so far this year, Firan Technology has been explosive.

A $524 million market‑cap aerospace and defense technology firm, FTG specializes in manufacturing high‑reliability printed circuit boards (PCBs) and advanced avionics subsystems for the world’s most demanding platforms.

The numbers speak for themselves:

Year‑to‑date return: a stunning 91.7%

Three‑year total return: an eye‑watering 616.5%

A $142,700 investment in FTG on April 10, 2023, would now be worth **$1,000,000**.

This parabolic growth is driven by surging global demand amid rising geopolitical tensions.

Its two divisions — FTG Circuits and FTG Aerospace — grew steadily in the first quarter of fiscal 2026 (ending Feb 28, 2025). Revenue rose 10.3% to $47.3 million, with **free cash flow hitting $4.9 million**.

Not content with its North American presence, CEO Brad Bourne revealed FTG will open a new aerospace facility in Hyderabad, India, to reduce U.S. tariff risks and expand capacity.

Management says quarterly results already provide a strong foundation for future organic growth.

Evertz Technologies: The “Outlier” of High‑Dividend Growth

If FTG represents pure aggressive growth, Burlington‑based Evertz Technologies offers the perfect balance of growth AND income.

At a time when the market assumes high growth and high dividends cannot coexist, Evertz breaks the mold.

A leader in hardware and software solutions for broadcasting and film, Evertz holds roughly 16%–19% of the global professional video networking market.

Caught between traditional equipment makers and cloud‑native media platforms, Evertz has secured a critical position in the industry’s shift to IP‑based, remote production, and cloud technologies, driven by deep expertise in Software‑Defined Video Networking (SDVN) and RF technologies.

Like FTG, Evertz’s share price has been resilient:

Year‑to‑date gain: nearly 20%

Past‑12‑month return: 93.2%

Against a backdrop where TSX tech bellwether Shopify has fallen nearly 25% in 2026, Evertz’s performance stands out dramatically.

Even more appealing for long‑term investors is its shareholder return policy.

Supported by high‑margin software revenue, Evertz currently yields 5.02%.

It has paid uninterrupted quarterly dividends since 2006, plus five special dividends in the past decade.

This reliable cash‑return model makes Evertz a favorite among both retirement income investors and growth investors.

Conclusion: The Path to Multi‑Million‑Dollar Outcomes

In an increasingly volatile market, chasing hot themes often means painful drawdowns.

The stories of Firan Technology and Evertz Technologies confirm a classic investment truth:

Companies in niche markets, with irreplaceable technical barriers, and genuine cash profits are the ones that thrive through market cycles.

Whether it’s FTG’s deep integration into the aerospace supply chain, or Evertz’s leadership in broadcast technology evolution, both have proven they can turn industry headwinds into outperformance.