Charged Alpha Stock Encyclopedia

SS&C Technologies Holdings, Inc. (SSNC) Q2 2026 — SS&C Technologies (SSNC), the software plumbing behind the asset-management industry, reported RECORD Q2 2026 results and the stock jumped ~10%. Adjusted EPS of $1.76 beat the ~$1.68 estimate (+18% YoY) on revenue of $1,695.7M (+10.3%), and adjusted EBITDA hit a record $670.7M at a 39.5% margin. The star was adjusted ORGANIC revenue growth...

Deckers Outdoor Corporation (DECK) Q1 FY2027 — Deckers Brands (DECK), the parent of HOKA and UGG, reported fiscal Q1 FY2027 (quarter ended June 30, 2026): revenue of $1.020B (+5.7% YoY; +4.8% constant-currency) — its first-ever billion-dollar first quarter — diluted EPS of $0.94 (beat the ~$0.87 estimate; +1% YoY), and gross margin of 56.4% (+60 bps). Management RAISED full-year FY2027 EPS guidanc...

Tenet Healthcare (THC) Q2 2026 — Tenet Healthcare (THC), the Dallas hospital + ambulatory-surgery operator, delivered a blowout Q2 2026 and RAISED full-year guidance — and the stock jumped ~17% to ~$233. Adjusted diluted EPS of $6.12 (+52% YoY vs $4.02) crushed the $4.26 estimate, on revenue of $5.63B (+6.8%) and adjusted EBITDA of $1.30B (+16%), with the adjusted EBITDA margin EXPANDING from 21.3...

Freeport-McMoRan Inc. (FCX) Q2 2026 — Freeport-McMoRan (FCX), the largest US copper producer, reported a strong Q2 2026: a record realized copper price of $6.17/lb and record gold of $4,520/oz drove revenue of $7.03B (beat ~$6.6B), adjusted EPS of $0.74 (beat $0.62; GAAP $0.68), net income of $984M (+27% YoY), and $2.0B of operating cash flow. Yet the stock fell ~3% on the print. The honest read:...

Tractor Supply Company (TSCO) Q2 2026 — Tractor Supply (TSCO) reported Q2 2026 and missed: net sales rose 2.3% to $4.54B, but comparable-store sales fell 1.5% (transaction count -1.7%, ticket +0.2%), and adjusted diluted EPS of $0.81 (flat YoY) came in below the Street's ~$0.85. GAAP EPS dropped 14.9% to $0.69, dragged by a $65.8M Petsense restructuring charge (closing ~75 stores) plus $9.5M of VI...

Summit Therapeutics Inc. (SMMT) Q2 2026 — Summit Therapeutics (SMMT) reported Q2 2026 after the close on July 23, 2026. GAAP net loss was $215.7M, or $(0.28)/share (last year's $(0.76) was inflated by a huge one-time stock-comp charge); the cleaner adjusted loss was $(0.19), a slight miss vs the ~$(0.17) estimate. Adjusted R&D jumped to $133.6M (+68% YoY) as the Phase III program scales; adjus...

Edwards Lifesciences Corporation (EW) Q2 2026 — Edwards Lifesciences (EW) reported Q2 2026 with a clean beat-and-raise: sales grew 13.6% to $1.74B (+12.5% constant currency) and adjusted EPS was $0.78, up ~16% YoY and above consensus. (GAAP EPS was $0.42, depressed by a one-time discrete tax hit from Pillar Two global-minimum-tax rules and a California R&D-credit change — the adjusted figure i...

Tootsie Roll Industries (TR) Q2 2026 — Tootsie Roll Industries (TR) reported a soft Q2 2026 (quarter ended June 30): net sales slipped ~1% to $151.9M, but net earnings fell 24% to $13.3M and EPS dropped to $0.18 from $0.23 a year ago. Management blamed a sales-timing shift from Q2 into Q3 and, more importantly, a margin squeeze from sharply higher cocoa and chocolate costs plus elevated energy, fr...

Comcast Corporation (CMCSA) Q2 2026 — Comcast (CMCSA) reported Q2 2026 with a soft headline that was mostly optics: revenue of $29.94B (-1.2% YoY, but +4.7% pro forma after the Versant and German-Sky separations), adjusted EPS of $1.04 (-16.7%, versus a prior-year quarter that included a $9.4B Hulu gain), and adjusted EBITDA of $8.90B (-13.4%; -5.3% pro forma). The number that matters held up: fre...

SLB (Schlumberger) (SLB) Q2 2026 — SLB (Schlumberger) reported Q2 2026 and the stock jumped ~10-11%: adjusted EPS of $0.55 beat the ~$0.51 estimate on revenue of $8.97B (+5% YoY, +3% sequentially), with broad-based international offshore growth (Latin America, Europe & Africa, Asia) more than offsetting a 13% sequential drop in the disrupted Middle East. But this was a beat on a DOWN year: adj...

RELX PLC (RELX) H1 2026 — RELX PLC (NYSE: RELX), the information-and-analytics owner of LexisNexis, Elsevier and its Risk data business, reported strong first-half 2026 results (six months to June 30, reported in GBP): revenue of £4,871m (+7% underlying), adjusted operating profit up 9% to £1,727m as the group margin expanded to 35.5%, adjusted EPS of 68.6p (+11% constant currency), a 7% dividend...

Graco Inc. (GGG) Q2 2026 — Graco (GGG), the quiet niche leader in precision fluid-handling equipment, reported record Q2 2026 sales and operating earnings — but a lower-quality beat than the headline suggests. Adjusted EPS of $0.91 topped the ~$0.81 estimate (+17% YoY) and GAAP EPS was $0.87 (+14%), yet revenue of $590.6M rose only 3% and actually MISSED the ~$608M Street estimate. Operating earni...

Canadian National Railway (CNI) Q2 2026 — Canadian National Railway (CNI on the NYSE, CNR on the TSX) — the only railroad whose network reaches three coasts and one of North America's premier franchises — reported a Q2 2026 beat-and-raise (all figures in Canadian dollars, US GAAP): adjusted diluted EPS of C$2.08 beat the ~C$1.93 estimate (+11% YoY; reported EPS C$2.06, +10%) on revenue of C$4.75B...

World Kinect (WKC) Q2 2026 — World Kinect (WKC), the global fuel-logistics distributor formerly known as World Fuel Services, reported a record Q2 2026: adjusted EPS of $1.29 crushed the ~$0.75 estimate (a 72% beat and the best quarter in company history) on revenue of $13.6B (+50% YoY) and all-time-record consolidated gross profit of $350M (+50%). Adjusted EBITDA was $135.7M (beat by ~40%); GAAP...

Verizon Communications (VZ) Q2 2026 — Verizon Communications (VZ) reported a strong Q2 2026: adjusted EPS of $1.30 beat the ~$1.27 estimate (+6.6% YoY) and management RAISED full-year guidance for the second straight quarter (adjusted EPS to $4.99-$5.04, free cash flow growth to 9-10%). Total revenue was $34.3B (-0.7% YoY as equipment fell ~20% on lower upgrades), but service revenue grew 3.5%, ad...

NextEra Energy (NEE) Q2 2026 — NextEra Energy (NEE), the largest U.S. electric utility and the world's biggest generator of wind and solar, reported a solid Q2 2026 on July 24: adjusted EPS of $1.15 beat the ~$1.10 estimate (+9.5% YoY), though revenue of $7.53B missed the ~$8.0B consensus. Florida Power & Light earned $1.41B ($0.67/sh) as its regulated rate base grew 9.3%; NextEra Energy Resou...

The Vita Coco Company (COCO) Q2 2026 — The Vita Coco Company (COCO), the #1 coconut-water brand, reported a blowout Q2 2026: EPS of $0.82 crushed the ~$0.55 estimate (+116% YoY) on net sales of $216M (+28%), gross margin of 49% (vs 36% a year ago), and adjusted EBITDA of $67M (+$38M). Management RAISED full-year 2026 guidance (net sales $790–805M, adjusted EBITDA $154–161M) and announced the $175M...

Quest Diagnostics (DGX) Q2 2026 — Quest Diagnostics (DGX), one of the two national giants of U.S. lab testing, reported a strong Q2 2026: adjusted EPS of $3.12 beat the ~$2.82 estimate (+19.1% YoY) on revenue of $3.04B (+10.2%), with 10.0% ORGANIC growth; reported GAAP EPS was $2.84 (+15%). The engine was pure volume — requisitions rose 13.1% (organic +13.0%) — while revenue per requisition fell 2...

HCA Healthcare (HCA) Q2 2026 — HCA Healthcare (HCA), the largest for-profit hospital operator in the U.S., delivered a headline-beating Q2 2026 — then CUT its full-year guidance. Q2 diluted EPS of $7.62 rose ~12% YoY (vs $6.83) on revenue of $20.23B (+8.7%) and adjusted EBITDA of $4.03B (+4.6%) — but the adjusted EBITDA margin compressed from 20.7% to 19.9%, and management LOWERED FY2026 guidance...

TotalEnergies SE (TTE) Q2 2026 — TotalEnergies (TTE), the French supermajor and NYSE-listed ADR (1 ADR = 1 ordinary share), reported a blowout Q2 2026: adjusted net income surged 68% YoY to $6.0B and adjusted EPS hit $2.68 per ADR (beat ~$2.66, +71% YoY), on $9.8B of cash flow from operations (+48%) and $13.2B adjusted EBITDA (+27%). The engine was a commodity windfall — Brent averaged ~$104 (+53%...

United Rentals (URI) Q2 2026 — United Rentals (URI), the world's largest equipment-rental company, reported a record Q2 2026: adjusted EPS of $12.76 beat the ~$11.55 estimate (+22% YoY) on record revenue of $4.41B (+12%), with rental revenue up 12.7% to $3.85B and adjusted EBITDA of $2.06B at a 46.6% margin. Specialty rentals surged ~25%, fleet productivity rose 3.4%, and management RAISED full-ye...

T-Mobile US (TMUS) Q2 2026 — T-Mobile US (TMUS), America's postpaid wireless leader, reported a strong Q2 2026: diluted EPS of $2.99 beat the ~$2.60 estimate (+5% YoY), Core Adjusted EBITDA rose 12% to $9.5B, total service revenue grew 9% to $19.0B (industry-leading), and Adjusted Free Cash Flow was $4.8B — and management RAISED full-year cash guidance (Adjusted FCF to $18.4–$18.8B, operating cash...

Newmont Corporation (NEM) Q2 2026 — Newmont (NEM), the world's largest gold miner, reported a strong Q2 2026: a realized gold price of $4,414/oz drove record second-quarter free cash flow of $2.2B, adjusted EPS of $2.10 beat the ~$2.05 estimate (+47% YoY), net income was $2.2B ($2.06 GAAP), and the company returned $1.9B to shareholders ($1.7B buybacks + a $0.26 dividend). It ended the quarter wit...

Norfolk Southern (NSC) Q2 2026 — Norfolk Southern (NSC), one half of the eastern US rail duopoly, reported a record Q2 2026: railway operating revenue rose 11% to an all-time-record $3.5B (+$355M, on 4% volume growth; higher fuel surcharges were ~6 points of the growth), and ADJUSTED diluted EPS of $3.52 beat the ~$3.32 estimate (+7% YoY). But read past the headline: on a GAAP basis diluted EPS wa...

AppFolio (APPF) Q2 2026 — AppFolio (APPF), the software platform that runs the property-management industry, reported a strong Q2 2026: revenue grew 19% to $281.1M, non-GAAP EPS of $1.71 beat the $1.69 estimate, GAAP operating income rose 31% to $53M (an 18.8% margin), the non-GAAP operating margin expanded to 27.1%, and operating cash flow hit $88M — over 31% of revenue. Total units under managem...