Charged Alpha Stock Encyclopedia

Cohu, Inc. (COHU) Q2 2026 — Cohu reported Q2 2026 (the 13 weeks to June 27) after the close on July 30. Revenue was $149.0M, +38% y/y and +19% sequentially, against roughly $144M expected. Non-GAAP gross margin was 45.5% (GAAP 45.4%) versus a ~44% guide. GAAP operating income was +$0.292M — the first positive operating quarter since 2023, against -$17.2M a year ago. GAAP net loss was $0.159M, or $...

AXT, Inc. (AXTI) Q2 2026 — AXT reported Q2 2026 after the close on July 30. Revenue was $47.6M, +164% y/y and +77% sequentially — the highest quarterly revenue in company history, against roughly $34M expected. GAAP gross margin was 44.9% and non-GAAP 45.0%, versus 29.9% in Q1 2026 and just 8.2% in Q2 2025. Indium phosphide revenue hit a record $30.7M on AI data-centre optical connectivity demand....

Amazon.com, Inc. (AMZN) Q2 2026 — Amazon reported Q2 2026 after the close on July 30. Revenue was $200.6B, +20% y/y, about $4B above consensus. Operating income rose 43% to $27.5B — a record 13.7% operating margin. AWS grew 37% to $42.2B, its fastest in 18 quarters, with segment operating income up 64% to $16.6B (39.4% margin). Advertising grew 26% to $19.8B. Reported diluted EPS was $5.75 against...

Reddit, Inc. (RDDT) Q2 2026 — Reddit reported Q2 2026 after the close on July 30. Revenue was $804.9M, +61% y/y — the eighth consecutive quarter above 60% — and roughly $75M above consensus against management's own $715–725M guide. Diluted EPS was $1.25 vs ~$0.96 expected. Net income $252.8M (31.4% margin, +183%). Adjusted EBITDA $342.8M (42.6% margin). Free cash flow $260.7M. GAAP gross margin 91...

Monolithic Power Systems, Inc. (MPWR) Q2 2026 — Monolithic Power Systems reported Q2 2026 after the close on July 30. Revenue was a record $980.6M, +21.9% q/q and +47.6% y/y. Non-GAAP EPS was $6.50, about 10.5% above consensus; GAAP diluted EPS was $5.22. GAAP gross margin 55.2%, non-GAAP 55.6% (UP 10 bps q/q). Non-GAAP operating income $367.7M, a 37.5% margin. Q3 guidance of $1.14–1.16B came in r...

Apple Inc. (AAPL) Q3 FY2026 — Apple reported fiscal Q3 2026 (quarter ended June 27) after the close on July 30. Revenue was $109.42B, +16% y/y, beating the ~$108.7B consensus. Diluted EPS was $2.02, +29%, versus ~$1.89 expected. Gross margin was 50.1%. Every geographic segment set a June-quarter record; iPhone (+21.7% to $54.25B), Mac (+28.7% to $10.35B) and Services (+12.1% to $30.74B) all set re...

FormFactor, Inc. (FORM) Q2 2026 — FormFactor (FORM) reported Q2 FY2026 (quarter ended June 27) on July 29. Revenue was a record $258.2M, +14.2% q/q and +31.9% y/y, $18.2M above the midpoint of the company's own $235-245M guide. Non-GAAP EPS of $0.82 crushed the ~$0.61 consensus (a 34% beat); GAAP EPS was $0.71 on $56.2M of net income. Non-GAAP gross margin hit 53.3% (+430 bps q/q). Q3 revenue is g...

Bloom Energy Corporation (BE) Q2 2026 — Bloom Energy (BE) reported Q2 2026 (quarter ended June 30) on July 28. Revenue was $1.0654B, up 165.5% y/y and the first billion-dollar quarter in company history; product revenue was $935.4M (+215.4%). GAAP operating income was $182.2M vs a $3.5M loss last year, GAAP diluted EPS $0.62, and non-GAAP EPS $0.78 against a ~$0.41 consensus. Gross margin rose 668...

Vertiv Holdings Co (VRT) Q2 2026 — Vertiv (VRT) reported Q2 2026 (quarter ended June 30) on July 29. Adjusted diluted EPS was $1.52 (+60% y/y) against a ~$1.43 consensus — a clear beat. Adjusted operating profit rose 51% to $738M, adjusted operating margin expanded 410 bps to 22.6%, operating cash flow rose 241% to $1,100M and adjusted free cash flow rose 234% to $925M. Net sales of $3,274M grew 2...

Ecolab Inc. (ECL) Q2 2026 — Ecolab (ECL) reported Q2 2026 (quarter ended June 30) on July 28. Reported sales were $4.4154B (+10%), organic sales accelerated to +5%, GAAP diluted EPS was $1.90 (+3%) and adjusted diluted EPS was $2.09 (+11%) against a ~$2.08 consensus — a one-cent beat. Organic operating income margin improved 40 bps to 18.8%, and FY2026 adjusted EPS guidance was raised from $8.03-$...

GE HealthCare Technologies (GEHC) Q2 2026 — GE HealthCare (GEHC) — the medical imaging company spun out of General Electric in January 2023 — reported Q2 2026 (quarter ended June 30) on July 29. Revenue was $5.295B (+5.7%, +3.5% organic), GAAP diluted EPS $1.24 vs $1.06, and adjusted EPS $1.13 vs the ~$1.04 consensus. Organic orders grew a record 11.1%, book-to-bill hit 1.15x and backlog reached a...

Amneal Pharmaceuticals (AMRX) Q2 2026 — Amneal Pharmaceuticals (AMRX) — the Patel brothers' complex-generics and branded-neurology drugmaker — reported Q2 2026 (quarter ended June 30) before the open on July 30. Net revenue was $796.2M (+10%), adjusted EPS $0.30 (+20%), adjusted EBITDA $206.5M (+12%), and management RAISED full-year guidance for the second time this year. The stock still fell abou...

Takeda Pharmaceutical Company Limited (TAK) Q1 FY2026 — Q1 FY2026 (three months ended June 30, 2026) revenue was JPY 1,219.9B, +10.2% at actual exchange rates but MINUS 0.5% at constant exchange rates. Core operating profit JPY 358.9B, +11.5% AER / -0.5% CER, at a 29.4% margin. Reported operating profit JPY 201.4B (+9.1%). Reported EPS JPY 71.65, DOWN 9.8% Y/Y. Core EPS JPY 154 (+1.5% AER, -11.8%...

Silicon Motion Technology Corporation (SIMO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026) net sales were a record $451.001M, +32% sequentially and +127% YoY. Non-GAAP EPS was $2.43 per diluted ADS, beating the ~$2.13–2.18 consensus; GAAP EPS was $3.99 on $136.112M of net income. Gross margin expanded to 50.2% from 47.1%, and GAAP operating margin doubled to 22.4% from 11.2% ($101.114M vs $22.32...

Allegro MicroSystems, Inc. (ALGM) Q1 FY2027 — Q1 FY2027 (quarter ended June 26, 2026) net sales were $259.243M, +27% YoY and above the top of management's own $245–255M guide — the sixth consecutive quarter of sequential growth. Non-GAAP diluted EPS of $0.23 beat the ~$0.21 consensus and rose more than 2.5x from $0.09; GAAP diluted EPS was $0.08 versus a $(0.07) loss a year ago. GAAP gross margin...

Verisk Analytics (VRSK) Q2 2026 — Verisk Analytics (VRSK) — the data monopoly behind the forms, rules and loss costs US property & casualty insurers write policies from — reported Q2 2026 (quarter ended June 30) before the open on July 29. Revenue was $806.3M (+4.3%, +5.8% organic constant currency), a slight beat; adjusted EPS $1.98 beat the $1.93 expected; FY26 guidance was reaffirmed. But G...

Aurora Innovation, Inc. (AUR) Q2 2026 — Revenue was $2M (vs $1M a year ago, beating the $1.7M estimate) against a $266M operating loss and a $270M net loss — EPS of −$0.14 vs the −$0.117 consensus. R&D was $211M (+11%), SG&A $50M (+39%), and cost of revenue was $7M against $2M of revenue, so gross margin was about −250%. Aurora used ~$225M of operating cash plus $31M of capex, ended with ~...

The Procter & Gamble Company (PG) Q4 FY2026 — Q4 net sales were $21.203B (+2%, a miss vs ~$21.38B); core EPS of $1.43 matched consensus but fell 3%, and currency-neutral core EPS fell 5%. Organic sales growth was 0% — volume 0%, pricing 0%, mix 0% — so all the reported growth was currency and rounding. GAAP EPS fell 15% to $1.26; core operating margin fell 130bps even with 460bps of gross prod...

ASE Technology Holding Co., Ltd. (ASX) Q2 2026 — Revenue was NT$191,064M (about US$6.05B), +26.7% YoY and +10.0% QoQ — an all-time record. Gross margin rose to 21.0% from 20.0% and operating income of NT$21,134M was +107% YoY; net income was NT$21,068M vs NT$7,521M. Basic EPS NT$4.80 = US$0.304 per ADS vs consensus near US$0.23. CONVENTION: ASE reports in New Taiwan dollars, 1 ADS = 2 common share...

Meta Platforms, Inc. (META) Q2 2026 — Meta Platforms (META) reported Q2 2026 (quarter ended June 30, 2026) after the close on July 29: revenue $60.80B, +28% YoY (+27% constant currency), a beat — but diluted EPS fell 13% to $6.18, missing the Street by roughly a dollar, and operating margin collapsed from 43% to 31%. Total costs and expenses rose 55% to $42.03B, including $2.40B of legal charges a...

Fortinet, Inc. (FTNT) Q2 2026 — Fortinet (FTNT) reported Q2 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, in an 8-K under Item 2.02. Revenue was $2,047.9M, +25.6% YoY (from $1,630.0M) versus roughly $1,888M expected; non-GAAP diluted EPS $0.90 versus about $0.75 expected (+41% YoY, a ~20% beat) and GAAP diluted EPS $0.82 (+44%). GAAP operating income was $689.3M at a 33.7% m...

QUALCOMM Incorporated (QCOM) Q3 FY2026 — Qualcomm (QCOM) reported fiscal Q3 2026 (quarter ended June 28, 2026) after the close on July 29: revenue $9,947M, down 4% YoY but at the high end of its own guide; GAAP EPS $1.87 (-23%) and non-GAAP EPS $2.21 (-20%), a penny or two under the ~$2.23 consensus. The line that matters is below the revenue: GAAP operating income fell 41% to $1,626M, operating m...

Microsoft Corporation (MSFT) Q4 FY2026 — Microsoft (MSFT) reported fiscal Q4 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, alongside its FY26 10-K. Revenue was $90.007B, +18% YoY (+17% constant currency) versus roughly $87.6B expected; GAAP diluted EPS $4.81 (+32%) and adjusted EPS $4.74 versus about $4.24 expected; operating income $40.6B (+18%) at a 45.1% margin. Azure and...

Lam Research Corporation (LRCX) Q4 FY2026 — Lam Research (LRCX), one of the four indispensable wafer-fab equipment makers alongside ASML, Applied Materials and KLA, reported fiscal Q4 2026 (quarter ended June 28, 2026) after the close on July 29: revenue $6.722B (+30.0% YoY, +15.1% QoQ), GAAP diluted EPS $1.81 and non-GAAP $1.82 (vs $1.68 consensus), GAAP gross margin 51.7% and operating margin 37...

Arm Holdings plc (ARM) Q1 FY2027 — Arm Holdings (ARM), the UK-based company whose CPU architecture sits inside almost every smartphone on earth and a fast-growing share of AI data centers, reported fiscal Q1 2027 (quarter ended June 30, 2026) after the close on July 29: revenue rose 22% YoY to a record $1,289M, beating the $1.26B guide; royalty revenue +22% to $715M with data-center royalties more...