Charged Alpha Stock Encyclopedia

Alphabet Inc. (GOOGL) Q2 2026 — Alphabet (GOOGL) reported a superb operating Q2 2026: revenue rose 24% YoY to $119.8B (its 12th straight double-digit quarter), operating income jumped 30% to $40.8B and operating margin expanded 2 points to 34%. Google Cloud was the star — revenue +82% to $24.8B with operating margin more than doubling to 35.6% (from 20.7%), proof the AI infrastructure is monetizin...

ServiceNow (NOW) Q2 2026 — ServiceNow (NOW), the enterprise-workflow and AI platform run by most of the Fortune 500, reported a Q2 2026 beat-and-raise: non-GAAP EPS of $0.90 topped the ~$0.86 estimate (+23% YoY) on total revenue of $3.99B (+24% YoY); subscription revenue was $3.88B (+24.5% YoY, +23% cc). cRPO reached $13.20B (+21% YoY) and total RPO $29.0B (+21%). Non-GAAP operating margin was 29....

Tesla, Inc. (TSLA) Q2 2026 — Tesla (TSLA) reported a record-but-hollow Q2 2026: revenue of $28.24B (+26% YoY) beat the ~$26.4B estimate and pushed trailing revenue past $100B for the first time ever, on a Q2-record 480,126 deliveries (+25%) and record 13.5 GWh of energy storage (+41%). But profit collapsed: GAAP operating income fell 57% to $398M — a 1.4% margin, down from 4.1% a year ago — and no...

Texas Instruments (TXN) Q2 2026 — Texas Instruments (TXN), the world's largest maker of analog chips, reported a clean beat-and-raise for Q2 2026: GAAP EPS of $2.14 topped the ~$1.91 estimate (+52% YoY) on revenue of $5.46B (+23% YoY), gross margin expanded to 61.4% (+347 bps) and operating profit jumped 48% to $2.31B (42% margin). Analog grew 26% to $4.37B (46% operating margin) and Embedded Proc...

Dr. Reddy's Laboratories Ltd. (RDY) Q1 FY2027 — Dr. Reddy's (RDY), the ~$9.5B Indian generics-and-specialty pharma, reported Q1 FY2027 (quarter ended June 30) on July 22 — and the NYSE ADR fell ~9.4% to a fresh 52-week low. Net profit collapsed 69% to ₹443 crore (~$46M) and revenue slipped 6% to ₹80.7B (~$837M), missing estimates by nearly half; EBITDA fell 56% and the margin more than halved, fro...

Otis Worldwide (OTIS) Q2 2026 — Otis Worldwide (OTIS), the world's largest elevator & escalator company and the biggest recurring maintenance-service annuity on Earth (~2.5M units under contract, moving 2.5B people a day), reported Q2 2026: revenue rose 7% to $3.86B (organic +6%, a beat), and GAAP EPS jumped 13% to $1.12 — but that was flattered by the absence of prior-year separation costs; t...

Moody's Corporation (MCO) Q2 2026 — Moody's Corporation (MCO), half of the global credit-ratings duopoly, reported a strong Q2 2026: revenue rose 15.1% YoY to $2.19B (beating by ~4.8%) and adjusted diluted EPS of $4.68 topped the ~$4.26 estimate (+31% YoY, ~10% beat). GAAP EPS was $5.03 (+57%) but is flattered by a one-time gain on a divested business — the cleaner number is the $4.68 adjusted. Th...

Equinor (EQNR) Q2 2026 — Equinor ASA (EQNR), Norway's state-controlled integrated oil & gas major, reported a strong Q2 2026. Net operating income more than DOUBLED YoY to $12.99B (from $5.72B), adjusted operating income was $11.48B pre-tax, and adjusted net income was $3.22B — $1.33/share — on a high-price quarter (European gas $15.8/mmbtu, liquids $97.9/bbl). Production grew 3% to 2.165M boe...

AT&T (T) Q2 2026 — AT&T beat on Q2 (adjusted EPS $0.65 vs ~$0.59), added a record 646K internet subscribers (367K fiber + 279K fixed wireless) and 432K postpaid phone lines, grew free cash flow to $4.7B, and accelerated buybacks toward ~$10B — the stock popped ~5% but is still ~30% off its 12-month high near $30. AT&T (T) — a ~$162B connectivity utility — slid ~30% to a low near $20.50...

Philip Morris International (PM) Q2 2026 — Philip Morris International (PM) reported Q2 2026 results that look contradictory at the headline but are strong underneath. Reported GAAP diluted EPS FELL 7.7% YoY to $1.80 — but that entire drop is a $511M non-cash impairment of its deconsolidated Canadian affiliate (RBH), worth 33c/share. On the measure management runs the business, ADJUSTED diluted EP...

Wabtec (Westinghouse Air Brake Technologies) (WAB) Q2 2026 — Wabtec (WAB), the 155-year-old rail-equipment leader, reported a strong Q2 2026: adjusted EPS of $2.76 beat and rose 21.6% YoY (GAAP EPS $2.33) on net sales of $3.18B (+17.5%), with adjusted operating margin up 0.8 pts to 21.9%. Both segments grew — Freight $2.24B (+16.9%, 25.8% margin) and Transit $936M (+18.9%, 17.7% margin) — and mana...

GE Vernova (GEV) Q2 2026 — GE Vernova (GEV), the power-and-grid company spun out of the old General Electric, reported a blockbuster Q2 2026: orders exploded +88% organically to $24.2B, revenue rose 22% to $11.1B (+12% organic), adjusted EBITDA jumped to $1.25B (an 11.3% margin, +340bps organic), and free cash flow hit $5.1B — more than all of 2025. Management RAISED full-year guidance, nearly DOU...

TE Connectivity (TEL) Q3 FY2026 — TE Connectivity (TEL), the maker of the connectors and sensors that move power, signal and data through cars, factories and — increasingly — AI data centers, delivered a record fiscal Q3 2026 above guidance: adjusted EPS of $2.94 (+22% YoY, vs ~$2.83 est) on record net sales of $5.16B (+14% reported, +12% organic). Adjusted operating margin hit a record 21.9% (+90...

EQT Corporation (EQT) Q2 2026 — EQT Corporation (EQT), the largest U.S. natural-gas producer, reported Q2 2026 results that LOOK like a miss but tell a more nuanced story. GAAP EPS fell 74% YoY to $0.34 (missing the ~$0.43 estimate) and net income dropped to $211M from $784M — but last year's number was inflated by one-time derivative gains; adjusted EPS was $0.39 (vs $0.45). OPERATIONALLY the qua...

Alaska Air Group (ALK) Q2 2026 — Alaska Air Group (ALK) reported a fuel-driven Q2 2026: a GAAP net loss of $76M, or -$0.68/share (pretax margin -5.3%), and an adjusted net loss of $102M, or -$0.92 — which still BEAT the ~-$0.99 loss the Street feared. Revenue grew 10% YoY to $4.065B on just 1% more capacity (unit revenue/RASM +8.6%), a hair light of the ~$4.09B estimate after historic March rainst...

Pegasystems (PEGA) Q2 2026 — Pegasystems (PEGA), the founder-led enterprise-software company (low-code process automation + AI decisioning), MISSED in Q2 2026: revenue rose 9% to $420.7M but came in below estimates, non-GAAP EPS was $0.35 (+25% YoY, also light), and GAAP EPS was just $0.08 (down from $0.17). The key metric — annual contract value (ACV) — decelerated hard: Pega Cloud ACV +22%, but...

AAR Corp (AIR) Q4 FY2026 — AAR Corp (AIR), a leading aviation aftermarket services company, reported a RECORD Q4 FY2026 (quarter ended May 31): net sales rose 23% to $928M (13% organic), adjusted diluted EPS jumped 32% to $1.53 (GAAP EPS $1.27), and adjusted EBITDA rose 27% to $116M (12.5% margin, up from 12.4%). Full-year FY2026 sales crossed $3.3B (+19%), with GAAP diluted EPS of $4.86 and net i...

Mueller Industries (MLI) Q2 2026 — Mueller Industries (MLI), one of North America's largest copper and brass manufacturers, reported Q2 2026 (quarter ended June 27): net sales rose 25% to $1.43B (vs $1.14B), operating income was $310M, and net income $249.7M, or $1.13 diluted EPS (all per-share figures split-adjusted for the 2-for-1 split effective June 30, 2026). EPS was only +1.8% YoY — but the...

Genuine Parts Company (GPC) Q2 2026 — Genuine Parts Company (GPC), the parts-distribution giant behind NAPA (auto) and Motion (industrial), reported a Q2 2026 that beat on adjusted earnings yet sent the stock down ~7% to ~$114. Sales of $6.54B rose 6.0% YoY (comparable sales +3.4%) and beat the ~$6.43B consensus; adjusted EPS of $2.15 topped the ~$2.08 estimate. But GAAP EPS was just $1.65 — DOWN...

Halliburton (HAL) Q2 2026 — Halliburton (HAL), the world's #2 oilfield-services company behind SLB, reported a Q2 2026 double beat that the market still sold off ~6%. Revenue of $5.71B rose 3.7% YoY and beat the ~$5.50B consensus; adjusted EPS of $0.55 topped the ~$0.54 estimate; free cash flow was strong at $668M (11.7% margin, up from 9.8% YoY); and management doubled the buyback to ~$200M while...

Vicor (VICR) Q2 2026 — Vicor (VICR), the Andover-based maker of modular power chips increasingly aimed at AI data centers, reported a strong Q2 2026: total revenue of $143.4M grew ~49% YoY once you strip last year's one-time $45M patent settlement, royalty revenue nearly tripled to $30.4M, gross margin rose to 58.0%, operating income was $34.9M, and backlog jumped 145% YoY to a record $380M (+26%...

General Motors (GM) Q2 2026 — General Motors (GM), the #1 US automaker, reported Q2 2026 that split cleanly into two stories. On the adjusted view it was excellent: EPS-diluted-adjusted of $3.57 beat the ~$3.19 consensus (+41% YoY), revenue rose ~2% to $48.0B, and EBIT-adjusted jumped ~30% to $3.94B (8.2% margin) led by GM North America ($39.9B revenue; EBIT-adjusted $3.45B, +43%, at an 8.6% margi...

Northrop Grumman (NOC) Q2 2026 — Northrop Grumman (NOC), the wide-moat U.S. defense prime and sole B-21 stealth-bomber builder, reported Q2 2026 that looked soft on the surface but was solid underneath. GAAP diluted EPS of $7.68 (net earnings −7% YoY, operating income −23%) beat the ~$6.84 estimate — but the YoY 'decline' is a mirage: a year ago NOC booked a $1.04/share training-services divestitu...

Danaher Corporation (DHR) Q2 2026 — Danaher (DHR), the wide-moat life-sciences and diagnostics compounder, reported a solid Q2 2026: adjusted EPS of $1.94 beat the ~$1.84 estimate (+8% YoY) on revenue of $6.27B (+5.5%, core +3.0%). GAAP EPS jumped 60% to $1.23 (flattered by a prior-year impairment). Management RAISED full-year 2026 adjusted EPS guidance to $8.45–$8.60 (from $8.35–$8.55), helped by...

Novartis AG (NVS) Q2 2026 — Novartis (NVS), the ~$285B Swiss pharma giant, reported Q2 2026 before the open on July 21: net sales of $14.4B rose +1% in constant currency (+3% USD) — a RETURN TO GROWTH after Q1's -5% cc decline — and core operating income of $5.94B beat the ~$5.3B consensus at a 41.2% margin. Core EPS of $2.41 beat the $2.17 estimate. But reported (IFRS) EPS fell -17% to $1.71, net...