Charged Alpha Stock Encyclopedia

Calix (CALX) Q2 2026 — Calix (CALX), the broadband-platform company, reported a strong Q2 2026: RECORD revenue of $293.3M (+21% YoY, +5% sequential), record software & services of $50.5M (+16% YoY), and a headline EPS of $0.47 that beat the ~$0.41 estimate — but be precise: that $0.47 is NON-GAAP; GAAP diluted EPS was $0.26, with the $0.21 gap being stock-based comp. The company added 14 new s...

Steel Dynamics (STLD) Q2 2026 — Steel Dynamics (STLD), one of the largest U.S. electric-arc-furnace (EAF) steelmakers, reported a RECORD Q2 2026: net sales rose 33% to $6.1B, operating income jumped 83% to $700M, and diluted EPS surged 84% year-over-year to $3.69 — beating the company's own raised guidance of $3.51–$3.55 (even after a $16M non-cash impairment on relocating a planned aluminum site...

Ryanair Holdings (RYAAY) Q1 FY2027 — Ryanair Holdings (RYAAY), Europe's largest and most profitable airline, reported a rough fiscal Q1 2027 (quarter ended 30 June 2026): profit after tax fell 34% to €538M as ~20% of its jet fuel sat unhedged into the Iran-war oil spike and average fares fell 6%. Yet traffic still grew 6% to 61.3M passengers, revenue edged up 1% to €4.38B, operating costs rose 11%...

Domino's Pizza (DPZ) Q2 2026 — Domino's Pizza (DPZ), the largest pizza company in the world, reported a mixed Q2 2026: revenue rose 4.3% to $1.19B (a slight beat) and diluted EPS grew 6.8% to $4.07 (just shy of the ~$4.17 estimate), but U.S. same-store sales rose just +0.1% — the weakest in over a year — and international same-store sales turned NEGATIVE (-0.1%). The company added 209 net new stor...

Insteel Industries (IIIN) Q3 FY2026 — Insteel Industries (NYSE: IIIN) reported Q3 FY2026 (quarter ended June 27, 2026) on July 16: net sales $197.7M, +9.9% YoY, driven by an 8.0% rise in average selling prices and a 1.7% increase in shipments (sequentially, ASPs +2.3% and shipments +11.9%); diluted EPS $0.46 versus $0.45 expected and $0.78 a year ago; net earnings $9.0M versus $15.2M. Gross profit...

Wipro (WIT) Q1 FY2027 — Wipro (NYSE: WIT) reported Q1 FY2027 (quarter ended June 30, 2026) on July 16: gross revenue Rs 244.8 billion ($2,585.9M), +1.0% QoQ and +10.6% YoY in rupees; IT services segment revenue $2,614.5M, -1.4% QoQ and +1.0% YoY, or -1.2% QoQ and +0.9% YoY in constant currency. Net income Rs 33.6 billion ($354.6M), -4.7% QoQ and +0.6% YoY; EPS Rs 3.20 ($0.03), exactly in line with...

Vista Energy (VIST) Q2 2026 — Vista Energy (VIST) reported Q2 2026 (Jul 16): total revenue ~$1.21B (+89% YoY); adjusted EBITDA $805M (+99% YoY) at a 70% margin; production 156,061 boe/d (+32% YoY, ~87% oil), oil 135,427 bbl/d (+33%); realized oil $89.4/bbl (+44% YoY) at a $4.5/boe lifting cost. Reported EPS was $3.0 (+37% YoY, flattered by an acquisition gain), but ADJUSTED EPS of $2.38 MISSED the...

Autoliv (ALV) Q2 2026 — Autoliv (ALV) reported Q2 2026 (Jul 17): net sales $2,803M (+3.3% reported, +1.0% organic - 1.3pp above a global light-vehicle-production decline of 0.3%); adjusted operating margin 9.6% (+0.4pp YoY); adjusted diluted EPS $2.43 (+10% YoY), a hair below the ~$2.46 consensus (a small miss); GAAP diluted EPS $1.35 (-38% YoY) - driven almost entirely by a one-time $90M charge (...

ManpowerGroup (MAN) Q2 2026 — ManpowerGroup (MAN) reported Q2 2026: revenue $4.86B (+8% reported, +6% constant currency), ahead of the ~$4.72B estimate; adjusted EPS $0.99 (beat ~$0.96, +27% cc) and GAAP EPS $1.13 (vs a $1.44 loss a year ago) — though GAAP was flattered by a net +$0.14 of one-off items, chiefly the $88M sale of Jefferson Wells. Operating profit was $112M, a razor-thin 2.3% margin....

Alcoa Corporation (AA) Q2 2026 — Alcoa (AA) reported a record Q2 2026: revenue $3.97B (+24% QoQ, +31% YoY, a company record), adjusted EBITDA $901M (+51% QoQ), and adjusted EPS $2.12 — but that missed the ~$2.25 Street estimate, and the stock fell ~3.4% to ~$45. GAAP EPS was $1.53 ($407M net income); the 'miss' was driven by $155M of net special items (a $123M Ma'aden mark-to-market loss and $45M...

Intuitive Surgical (ISRG) Q2 2026 — Intuitive Surgical (ISRG) reported a clean Q2 2026 beat: revenue $2.89B (+19% YoY), non-GAAP EPS $2.80 (beat $2.48, +28%), GAAP EPS $2.29; worldwide procedures +16% (da Vinci +15%, Ion +36%); 468 da Vinci systems placed (246 were da Vinci 5) vs 395 a year ago; installed base 11,710 (+12%). Instruments & accessories $1.73B (+18%, ~60% of revenue); non-GAAP gr...

Abbott Laboratories (ABT) Q2 2026 — Abbott (ABT) reported a solid Q2 2026 beat: revenue $12.59B (+13.0% reported, +4.8% organic), adjusted EPS $1.31 (beat $1.28, +4% YoY), adjusted gross margin 58.0% (+100bps). Medical Devices +8.4% (CGM/FreeStyle Libre cleared $2B, +9.5%), Established Pharma +9%, Diagnostics +2.9% organic (+42.3% w/ Exact Sciences), Nutrition -3.6%. It RAISED FY26 adjusted EPS gu...

GE Aerospace (GE) Q2 2026 — GE Aerospace (GE), the pure-play jet-engine giant carved out of the old General Electric, reported a strong Q2 2026: adjusted EPS of $2.02 beat the ~$1.86 estimate (+22% YoY) on adjusted revenue of $12.6B (+24%), orders jumped 17% to $16.5B, operating profit rose 18% to $2.7B, and free cash flow surged 43% to $3.0B. Management RAISED full-year 2026 guidance again — adju...

UnitedHealth Group (UNH) Q2 2026 — UnitedHealth Group (UNH), the largest U.S. health insurer, reported a blowout Q2 2026: adjusted EPS of $6.38 crushed the ~$4.94 estimate and jumped 56% from $4.08 a year ago, as the medical care ratio fell to 86.7% (from 89.4%) and operating profit rose 55% to $8.0B. Management RAISED full-year adjusted EPS guidance to $19.50–$20.00 and doubled buybacks to $5B+....

Taiwan Semiconductor (TSM) Q2 2026 — Taiwan Semiconductor (TSM), the world's dominant chip foundry (~90% of leading-edge manufacturing), reported a big Q2 2026 beat: ADR EPS of $4.31 (vs $3.82 est), with gross margin expanding to 67.7% and a 60.3% operating margin, driven by AI/high-performance-computing demand. The ADR (~$410, ~15% off its $479 high but nearly doubled off its $224 low) dipped ~2%...

Netflix (NFLX) Q2 2026 — Netflix (NFLX) reported Q2 2026 revenue of $12.56B, up 13.4% YoY (roughly in line), with EPS of $0.80 (a penny beat) and a 33.4% operating margin. But the stock fell ~8% after hours on soft Q3 guidance (revenue +11.7% to $12.86B, below ~$13B hoped). It maintained FY2026 guidance (revenue $51.0-51.4B, 31.5% operating margin). Split-adjusted, the shares (~$74) sit near their...

J.B. Hunt Transport (JBHT) Q2 2026 — J.B. Hunt Transport (JBHT), the freight and logistics bellwether, reported Q2 2026 adjusted EPS of $1.91, beating $1.71, with EPS inflecting up from $1.49 the prior quarter and operating margins improving — early signs the multi-year freight recession is turning. The stock popped ~8% to a fresh 52-week high (~$298), having more than doubled off its ~$130 low. B...

United Airlines (UAL) Q2 2026 — United Airlines (UAL) reported a strong Q2 2026: revenue up 16% YoY to $17.7B, adjusted EPS $1.99 (beat $1.91), unit revenue (TRASM) +12.1%, with premium revenue +16%, loyalty +11% and cargo +23%. Most notably, it RAISED full-year 2026 adjusted EPS guidance to $9.00-$11.00 despite absorbing nearly $6B more fuel cost. The stock (~$119, ~14% off its $139 high, ~12x fo...

Cintas (CTAS) Q4 FY2026 — Cintas (CTAS), the uniform-rental and facility-services compounder, reported fiscal Q4 2026: revenue up ~7% to $2.9B, adjusted EPS $1.29 (beat $1.24), operating margin over 23%. The stock popped ~7%. It's a wide-moat, recurring-revenue machine (route density, ~23% margins, cross-selling first aid/safety and fire protection) — one of the best-performing stocks of the past...

Elevance Health (ELV) Q2 2026 — Elevance Health (ELV), one of the largest U.S. health insurers (~46M members, formerly Anthem), reported Q2 2026 adjusted EPS of $7.45, crushing the $6.18 estimate (helped by Carelon pharmacy) — but that was down from $8.84 a year ago, and the stock FELL. Despite the beat, it RAISED full-year adjusted EPS guidance to at least $27.00. The problem: a rising medical lo...

Johnson & Johnson (JNJ) Q2 2026 — Johnson & Johnson (JNJ) reported a clean Q2 2026 beat: sales +6.6% to $25.3B, adjusted EPS $2.90 (+4.7%, ahead of estimates), with Innovative Medicine (pharma) sales +6.8% out-growing the patent cliffs. It RAISED full-year guidance to ~$101.1B sales (+7.3%) and $11.68 adjusted EPS (+8.2%) — on track to cross $100B in annual revenue for the first time in it...

ASML Holding (ASML) Q2 2026 — ASML Holding (ASML) — the sole maker of EUV lithography machines, essential to every advanced AI chip — reported a clean Q2 2026 beat: net sales €9.3B, a 54.0% gross margin (above guidance), and €2.9B net income (EPS €7.59). It RAISED its 2026 outlook to €43-45B sales at 54-56% gross margin, guided Q3 to €11-12B, and said it has substantially all the orders it needs f...

Conagra Brands (CAG) Q4 FY2026 — Conagra Brands (CAG) reported fiscal Q4 2026: net sales +3.6% to $2.9B (organic flat), adjusted EPS $0.47 (a penny beat), but a GAAP loss of $3.37/share from a ~$1.6B non-cash brand impairment. The big news: Conagra cut its annual dividend in half, to $0.70 from $1.40, to fund reinvestment (+$125M capex, +$40M brand) and deleverage toward 3.0x. It guided FY2027 adj...

Sify Technologies (SIFY) Q1 FY2027 — Sify Technologies (SIFY) — an Indian ICT company pivoting hard into data centers for the AI/cloud buildout — reported fiscal Q1 2027 revenue up 15% YoY to INR 12,352M (~$149M), adjusted EBITDA up 42% to ~INR 3,005M (~$36M), and swung to a small net profit (~INR 65M) versus a year-ago loss. Data centers are now 42% of revenue. But quarterly capex (~INR 6,708M /...

Winmark Corporation (WINA) Q2 2026 — Winmark (WINA) — the franchisor behind resale chains Plato's Closet, Once Upon a Child, Play It Again Sports and Style Encore — reported fiscal Q2 2026 revenue up ~7.6% to $22.0M at a ~62% operating margin, with EPS ~$2.81 (roughly flat YoY and a touch light of a thin estimate). The stock rose anyway. It's an asset-light, counter-cyclical royalty machine that r...