Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ Επεισόδια: 1738

Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.

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Δημιουργός

Colton Thomas

Κατηγορία

Business

Ιστοσελίδα του podcast

chargedalpha.podbean.com

Τελευταίο επεισόδιο

22 Οκτ 2026

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Επεισόδια

Youdao (DAO) Q2 2026: A Record Quarter, Negative Equity, 92x Earnings 23.08.2026

Youdao (DAO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total net revenues RMB1,466.9m (US$216.2m), UP 3.48%, against a RMB1,560m consensus. Income from operations RMB111.5m, UP 287.33% - the highest quarter Youdao has ever disclosed and its eighth consecutive profitable one. Gross margin 48.9% from 43.0%. Non-GAAP RMB0.76 per share against a RMB0.26 bar; GAAP RMB0.62. Youdao printed the bes...

Navios Maritime Partners (NMM): Earnings Up 147% And Still 0.71x Book 23.08.2026

Navios Maritime Partners L.P. (NMM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $410.2m, UP 25.22%, on available days DOWN 1.76% and a fleet six vessels smaller. Earnings per common unit $5.78 GAAP and $4.65 adjusted, against a $4.35 bar. Adjusted EBITDA $242.2m, UP 40.30%. Fleet utilisation 99.4%. Navios Partners grew earnings per common unit 147.01% to $5.78 and its units still chan...

The Buckle (BKE): The 10% Dividend Yield That Nobody Actually Promised 23.08.2026

The Buckle (BKE) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $319.8m, UP 4.60% and the biggest second quarter in a decade, comparable store sales UP 2.1%, gross margin 47.43% to 47.85% - and operating profit still FELL 0.96% to $55.8m. Diluted earnings $0.87 against an $0.81 bar. The shares rose 2.74% on the reaction session, the 15th best of 252, after giving back 48% of thei...

Telix Pharmaceuticals (TLX): The $40 Million Cheque That Made The Profit 23.08.2026

Telix Pharmaceuticals (TLX) H1 2026 — H1 2026 (half-year ended June 30, 2026): revenue US$477.4m, UP 22.28%, gross margin 53.44% to 54.54%, and profit after tax of US$38.3m - more than any full year Telix has ever reported. Diluted earnings US$0.1074 a share against a US$0.0447 bar. The ADS rose 2.48% on the reaction session, then fell 8.78% the session after. Telix just earned more in six months...

KE Holdings (BEKE): The Revenue That Left Was Carrying Almost No Profit 23.08.2026

KE Holdings (BEKE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net revenues RMB 24.54bn, DOWN 5.66%, yet segment contribution rose 16.56% to RMB 8.22bn and net income doubled to RMB 2.62bn. Adjusted earnings of $0.42 per ADS beat a $0.31 bar by 35.5%. Results were released before the open on Friday August 21; the shares rose 4.47% to $17.75, with the overnight gap accounting for 124% of the w...

NetEase (NTES): The 23% Miss Never Touched The Games Business 22.08.2026

NetEase (NTES) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net revenues RMB 30.11bn (+7.94%), about 2.3% ahead of consensus, while adjusted earnings of $1.77 per ADS missed a $2.31 bar by 23.4%. Operating profit rose 33.42% to RMB 12.09bn. Results were furnished before the open on Thursday August 20; the shares fell 5.85% that session on 2.1x median volume and then rose 6.98% on Friday August...

COTY Stock Q4 FY2026: Coty Earnings - USD741M Went To A Buyback Hedge 22.08.2026

Coty (COTY) Q4 FY2026 — Coty reported Q4 FY2026 on an 8-K accepted 20:31:43 UTC, which is 16:31 ET, on Wednesday August 19, so Thursday August 20 is the reaction session and Friday August 21 is the last settled one. Shares ran plus 10.58 pct into the print with no company disclosure behind it, gapped to USD2.55 the next morning at minus 15.84 pct, closed minus 9.24 pct at USD2.75, then finished th...

Alibaba (BABA): The 92% Earnings Miss That Wasn’t - And The One That Was 22.08.2026

Alibaba Group (BABA) Q1 FY2027 — Q1 FY2027 (June quarter 2026, ended June 30): revenue RMB268,953M / $39.64B, +8.6% and ahead of a $38.63B bar. Non-GAAP EPS per ADS $1.26 vs $1.85 expected, -31.9% and down 42.2% y/y. Adjusted EBITA RMB27.3bn, -29.6%. Released pre-market August 20: the shares gapped -4.21%, bought back 130% of that gap and closed +1.26% at $130.53. The next session opened -3.97% an...

OSI Systems (OSIS): They Beat By A Penny And The Backlog Didn’t Grow 22.08.2026

OSI Systems (OSIS) Q4 FY2026 — Q4 FY2026 (quarter and year ended June 30, 2026): non-GAAP EPS $3.78 vs a $3.77 bar, a one-cent beat, on Q4 revenue of $484.1M that FELL 4.1%. Full-year revenue $1.79B (+4.25%) and non-GAAP EPS $10.35 (+10.6%). The shares gapped -10.13% at the open on August 21, made a fresh 52-week low at $186.50, then bought back 49% of the gap to close -5.21% at $206.73 on 8.4x me...

AAP Stock Q2 2026: Advance Auto Parts Earnings - The Turnaround Clock Ran Out 22.08.2026

Advance Auto Parts (AAP) Q2 2026 — Advance Auto Parts reported Q2 fiscal 2026 on an 8-K accepted 06:31:32 ET on Thursday August 20, BEFORE the open, so Thursday August 20 is the reaction session. Shares closed USD42.39 against USD56.18, DOWN 24.55 pct, on 16,664,900 shares, 10.93x the 30-session norm. The stock GAPPED to a USD46.85 open then kept falling all day to a USD40.66 low at 13:30. Friday...

ROST Stock Q2 FY2026: Ross Stores Earnings - 78% Of The Beat Was A Refund 22.08.2026

Ross Stores (ROST) Q2 FY2026 — Ross Stores reported Q2 FY2026 on an 8-K accepted 16:11:01 ET on Thursday August 20, so Friday August 21 is the reaction session and it is also the last settled one. Shares closed USD239.04 against USD228.99, UP 4.39 pct, on 6,354,194 shares, 2.65x the 20-session median. The OPEN was USD243.85, up 6.49 pct - and USD243.86 was the high of the entire day, one cent abov...

NDSN Stock Q3 FY2026: Nordson Earnings - One Segment Did All The Growth 22.08.2026

Nordson (NDSN) Q3 FY2026 — Nordson reported fiscal Q3 2026 on an 8-K accepted 16:32:10 ET on Wednesday August 19 - 32 minutes AFTER the bell, so Thursday Aug 20 is the reaction session and Friday Aug 21 has also settled. Shares closed USD334.70 against USD309.92, UP 8.00 pct, on 1,255,900 shares, 4.11x the 20-session median. The overnight gap was only a QUARTER of it: the stock opened USD316.00, u...

WOLF Stock Q4 FY2026: Wolfspeed Earnings - The Share Count Doubles Again 21.08.2026

Wolfspeed (WOLF) Q4 FY2026 — Wolfspeed reported fiscal Q4 2026 on an 8-K accepted 16:40:15 ET on Wednesday August 19 (EDGAR filing-index page) - 40 minutes AFTER the bell, so Thursday Aug 20 is the reaction session and Friday Aug 21 has also settled. Shares closed USD26.35 against USD29.09, DOWN 9.42 pct, on 9,751,245 shares, 2.10x the 20-session median. 94.5 pct of that was the overnight gap: it...

WMT Stock Q2 FY2027: Walmart Earnings - Guidance Raised, Stock Down 9% 21.08.2026

Walmart (WMT) Q2 FY2027 — Walmart reported fiscal Q2 2027 on an 8-K accepted 06:59:01 ET on Thursday August 20 (EDGAR filing-index page) - a BEFORE-THE-OPEN print, so Thursday Aug 20 is the reaction session and Friday Aug 21 has also settled. Shares closed USD103.84 against USD114.30, DOWN 9.15 pct, the 4th worst of 4,999 close-to-close sessions since October 2006, on 83,633,145 shares, 3.89x the...

KEYS Stock Q3 FY2026: Keysight Earnings - Orders +56%, The Book Leads 20.08.2026

Keysight Technologies (KEYS) Q3 FY2026 — Keysight furnished fiscal Q3 2026 results on an 8-K accepted 16:09:53 ET on Tuesday August 18 (EDGAR filing-index page) - an AFTER-THE-CLOSE print, so Wednesday Aug 19 is the reaction session and the last settled one. Shares closed USD319.45 against USD341.00, DOWN 6.32 pct, the 22nd worst of 2,964 sessions since November 2014, on 3,875,294 shares, 3.78x th...

FN Stock Q4 FY2026: Fabrinet Earnings - Record Year, It Keeps 12 Cents 20.08.2026

Fabrinet (FN) Q4 FY2026 — Fabrinet furnished its Q4 and full-year FY2026 results on an 8-K accepted 16:22:03 ET on Monday August 17 (EDGAR filing-index page), with the call at 5:00pm ET - an AFTER-THE-CLOSE print, so Tuesday Aug 18 is the reaction session and it is fully settled. The shares closed USD482.59 against Monday's USD598.58, DOWN 19.38 pct close to close - the 2nd worst of 2,671 sessions...

THCH Stock Q2 2026: Tim Hortons China Earnings - Sales Fell 22%, You Own A Third 20.08.2026

Tims China (THCH) Q2 2026 — Tims China furnished its Q2 2026 results on a 6-K accepted 06:52:55 ET on Tuesday August 18 (EDGAR filing-index page), with the call at 8:00am ET - a BEFORE-THE-OPEN print, so Tuesday Aug 18 is the reaction session and it is fully settled. The shares closed USD1.38 against Monday's USD1.70, DOWN 18.82 pct close to close, the 3rd worst of 974 sessions since it began trad...

AXIL Stock Q4 FY2026: AXIL Brands Had A Record Year - And Direct Sales Fell 20.08.2026

AXIL Brands (AXIL) Q4 FY2026 — AXIL Brands filed its FY2026 Form 10-K AFTER THE CLOSE on Tuesday August 18 (accepted 16:10:54 ET per the EDGAR filing-index page), with the results 8-K at 16:15:27 ET and the call at 5:00pm ET. The reaction session is Wednesday Aug 19 and it is fully settled: the shares closed USD5.90 against Tuesday's USD6.65 - DOWN 11.28 pct close to close, the 12th worst of 629 s...

CRGO Stock Q2 2026: Freightos Booked A Record $422M - And Kept 0.69% Of It 20.08.2026

Freightos (CRGO) Q2 2026 — Freightos furnished its Q2 2026 Form 6-K BEFORE THE OPEN on Monday August 17 (acc 0001104659-26-097609, accepted 09:08:50 ET per the EDGAR index page; the webcast was 8:30am ET). The reaction session is Monday Aug 17 and it is fully settled: the shares opened USD1.52, ran to USD1.85 by 12:20 and closed USD1.67 against Friday's USD1.35 - UP 23.70 pct, the 7th largest of 8...

TAYD Stock Q4 FY2026: Taylor Devices Order Book Doubled - Seismic Is 5% Of It 20.08.2026

Taylor Devices (TAYD) Q4 FY2026 — Taylor Devices filed its FY2026 Form 10-K INTRADAY on Tuesday August 18 (acc 0001376474-26-000567, accepted 11:52:58 ET), with a PR Newswire release the same day. There is NO earnings 8-K in EDGAR - none this year and none last year - and no call, no deck and no numeric guidance. The reaction session is Tuesday Aug 18 and it is settled: the shares closed USD55.91...

AUNA Stock Q2 2026: Auna Gapped 14% Down, Closed Flat - Leverage Frozen At 3.6x 20.08.2026

Auna S.A. (AUNA) Q2 2026 — Auna released 2Q26 AFTER THE CLOSE on Tuesday August 18 (Form 6-K 0000950103-26-012579 accepted 21:12:52 ET; call 8:00 a.m. ET Wednesday Aug 19). The reaction session is Wednesday Aug 19 and it is settled. The shares GAPPED to USD4.64 against Tuesday's USD5.42 close - down 14.39 pct, the WIDEST opening gap in all 603 sessions since the March 22 2024 listing and 3.3x wide...

LZB Stock Q1 FY2027: La-Z-Boy Fell 17% - It Earns 3x More Through Stores It Owns 20.08.2026

La-Z-Boy (LZB) Q1 FY2027 — LZB released Q1 FY2027 AFTER THE CLOSE on Tuesday August 18 (Form 8-K 0000057131-26-000034 accepted 20:16:32 ET, Form 10-Q 0000057131-26-000035 at 20:20:21 ET; call 8:30 a.m. ET Wednesday Aug 19). The reaction session is Wednesday Aug 19: the shares GAPPED to USD33.70 against Tuesday's USD40.83 close, never traded back to that level, and CLOSED USD33.91 - a fall of 16.95...

FLXS Stock Q4 FY2026: Flexsteel Retired A Quarter Of Itself At $47 - The Stock Is $78 20.08.2026

Flexsteel Industries (FLXS) Q4 FY2026 — FLXS released Q4 and full-year FY2026 AFTER THE CLOSE on Monday August 17 (Form 8-K 0001193125-26-354160 accepted 20:31 ET; call 8:00 a.m. CT on Tuesday Aug 18). The reaction session is Tuesday Aug 18: the shares GAPPED to USD81.00, ran to USD88.49 - a 12-month intraday high - and CLOSED USD77.16, +8.89 pct against Monday's USD70.86 close, on 275,200 shares...

YALA Stock Q2 2026: Cash Equals The Entire Market Cap - And Marketing Just Doubled 20.08.2026

Yalla Group (YALA) Q2 2026 — YALA released Q2 2026 AFTER THE CLOSE on Monday August 17 (release datelined Aug 17, call 8:00 PM ET; Form 6-K 0001193125-26-354652 accepted 10:07 ET on Aug 18). The reaction session is Tuesday Aug 18: the shares traded down to USD5.19, up to USD5.74 and CLOSED USD5.56, +4.12 pct against Monday's USD5.34, on 746,346 shares (2.99x the 30-session average). NOTE the vendo...

MRCY Stock Q4 FY2026: Record $1.9B Backlog, Free Cash Flow Down 43% - Grading The Turnaround 20.08.2026

Mercury Systems (MRCY) Q4 FY2026 — MRCY released Q4 and full-year fiscal 2026 AFTER THE CLOSE on Tuesday August 18 (call 5:00 PM ET; Form 8-K 0001049521-26-000043 accepted 20:01 ET and the 10-K 0001049521-26-000045 at 21:05 ET). Shares had ALREADY fallen 7.37 pct to USD105.00 on Aug 18 on 2,040,501 shares (3.35x average) BEFORE the release. On Aug 19 they opened USD104.67, ran to USD108.03, broke...

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