Charged Alpha Stock Encyclopedia

Amcor plc (AMCR) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $6,398M, up 26% and $344M ahead. Adjusted EPS $1.23 vs a $1.19 bar, up 23%. GAAP EPS $0.83. Adjusted EBIT $836M. FY26 free cash flow $1,303M. Stock -1.77% to $46.56. Amcor beat on both lines and grew adjusted EPS 23%, and the stock opened higher then sold off all session. Its own growth bridge says why: of the 26% rise...

Pan American Silver Corp. (PAAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,124M, up 38.4%. Net earnings $305M. Basic adjusted EPS $0.73 vs an $0.84 bar. Attributable free cash flow $344M vs $488M in Q1. Stock -9.70% to $47.30 on 9.35M shares, 2.47x its 20-day norm. Pan American Silver earned 73 cents against an 84-cent bar and fell 9.70% to $47.30. Every headline calls this a sil...

Erasca, Inc. (ERAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $35.900M vs $21.170M; G&A $11.719M vs $9.455M; operating expenses $47.619M. Net loss $44.079M vs $33.876M. Loss per share $(0.14) vs a $(0.111) bar. Stock +1.47% to $18.58. Erasca lost 14 cents a share against an 11-cent bar and the stock still rose 1.47% to $18.58. The print is not the story. On April 27...

SELLAS Life Sciences Group, Inc. (SLS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $6.272M vs $3.871M; G&A $4.357M vs $3.002M; operating expenses $10.629M. Net loss $9.605M vs $6.601M, 46% worse. Loss per share $(0.05) vs a $(0.045) bar and $(0.07) a year ago, on 189,183,620 weighted shares vs 98,558,567. Cash $138.343M. AMC print Aug 11, so Aug 12 was the reaction: cl...

Axsome Therapeutics (AXSM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): a GAAP loss of $(0.99) per share against a $(0.89) bar - an 11% MISS - on total revenue of $218.4M, up 45.5% but below the $221.1M estimate. A double miss. The 8-K was EDGAR-accepted at 7:05 a.m. Eastern on Aug 10, so Aug 10 IS the reaction: $212.74 to $220.89, UP 3.83% on 1.4M shares against a ~700k average. It has since...

Alcon Inc. (ALC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): core diluted EPS $0.84 against a $0.77 bar, a 9.1% beat, on net sales of $2,782M, up 8% reported and 7% constant currency. IFRS diluted EPS was $0.00 after a $402M PowerVision write-off. Full-year core EPS growth guidance was RAISED to +12% to +15%. An AMC print on Aug 10, so Aug 11 was the reaction: $75.35, up 2.34%. Aug 12 handed...

Franco-Nevada Corporation (FNV) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $1.81 vs a $1.95 bar, revenue $580.9M vs $616.7M expected. Yet revenue rose 57%, GEOs sold rose 18% to 132,405, and FY26 guidance moved to the UPPER half of 510,000-570,000 GEOs. An AMC print on Aug 11, so Aug 12 was the reaction: $235.94, down 1.99% on 1.4x volume. Every screener showed a 14-cent miss. A...

Simon Property Group, Inc. (SPG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP diluted EPS $1.49 vs a $1.64 consensus. Real Estate FFO $3.29 vs a $3.18 bar, up 7.9%. Revenue $1.7906B, up 19.5%. Domestic NOI up 8.5%, occupancy 96.0%. FY26 FFO guidance raised to $13.20-$13.30; Q3 dividend $2.25, up 4.7%. An AMC print on Aug 10, so Aug 11 was the reaction: $219.53 close, down 0.46%. It closed...

BridgeBio Pharma, Inc. (BBIO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total revenue $243.7M vs a $223.1M bar, up 120%. Attruby U.S. net product revenue $222.4M vs $71.5M, up 211% and up 23.2% sequentially. Royalty revenue $15.4M. Diluted loss per share $(0.78) vs $(0.60), an 18-cent miss. Net loss to common $152.2M. Cash $720.2M at June 30, ~$1,654M pro forma for the $933.9M preferred tha...

Trimble Inc. (TRMB) Q2 2026 — Q2 2026 (quarter ended July 3, 2026): revenue $972.0M vs a $952.1M bar, up 11% reported and 10% organic. Non-GAAP diluted EPS $0.86 vs $0.802, above the company's own $0.78-$0.82 guide. Non-GAAP gross margin 71.8%, a record. Adjusted EBITDA $278.0M at 28.6%. ARR $2.509B, up 14%. A $562.0M goodwill impairment on T&L took GAAP EPS to $(2.02). FY26 guidance raised. N...

Ferguson Enterprises (FERG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $8,751M vs an $8,677M bar, up 4.6% (a 0.9% beat). Adjusted diluted EPS $3.39 vs $3.30 (a 2.7% BEAT); reported $3.43. Gross margin 31.0%, down 20bps. Adjusted operating profit $932M, up 2.9%; adjusted operating margin 10.7%, DOWN 10bps. Adjusted EBITDA $994M, up 3.2%. Full-year guidance RAISED on sales, margin fl...

CAVA Group (CAVA) Q2 2026 — Q2 FY2026 (the twelve weeks ended July 12, 2026): revenue $368.4M vs a $360.1M bar, up 31.3% (a 2.3% BEAT). GAAP diluted EPS $0.19 vs $0.18. Same restaurant sales +9.0% - 5.3 points TRAFFIC, 3.7 points price/mix. 17 net new restaurants to 476 (+19.6%). AUV $3.088M. Restaurant-level margin 25.7%, DOWN 60bp. Adjusted EBITDA $54.7M, +30.0%. The stock closed August 12 at $6...

Lumentum Holdings (LITE) Q4 FY2026 — Revenue of $1,006.3M, up 109.3% - the first billion-dollar quarter in company history - with non-GAAP EPS of $3.23 against a $2.97 bar, and a GAAP net loss of $84.65 a share. LITE closed +13.63% at $932.47. Lumentum just printed the best quarter in its history and reported a net loss of $84.65 a share. The loss is one line - $7,756.6M of loss on debt extinguish...

Fervo Energy (FRVO) Q2 2026 — Revenue of $113 THOUSAND, a $55.9M net loss and GAAP EPS of -$0.38. Fervo raised its 2030 target to 1.1 GW and moved 400 MW into Advanced Development - and the stock fell 16.59% to $20.16. The 8-K landed 7:05am ET, before the open. Fervo raised its 2030 target by 100 MW to 1.1 gigawatts, moved 400 MW into Advanced Development and added 10.5 GW of new GeoClusters - and...

WhiteFiber (WYFI) Q2 2026 — Revenue $28.8M, up 54.5%, and GAAP EPS of -$0.39 against a -$0.45 bar. But $12.3M of that revenue is a contract-termination fee from the departing anchor customer. The 10-Q was accepted 7:00am ET on Aug 12, BEFORE the open, so Wednesday Aug 12 IS the reaction: $24.22 to $28.58, up 18.00%. WhiteFiber reported revenue of $28.8M, up 54.5%, and the stock rose 18%. But $12.3...

Applied Aerospace & Defense (AADX) Q2 2026 — Revenue $167.3M, up 47.4% - a record - against a $155.8M bar. Filed GAAP EPS is -$1.04, not the -$0.25 the feeds carry. The 8-K was accepted 7:26am ET on Aug 12, BEFORE the open, so Wednesday Aug 12 IS the reaction: $20.59 to $19.11, down 7.19%. Applied Aerospace & Defense reported its first quarter as a public company: record revenue of $167.3M...

AAON, Inc. (AAON) Q2 2026 — Reported BEFORE the open on August 10 (8-K accepted by EDGAR 07:12 ET). Net sales $627.0M, +101.2%; GAAP diluted EPS $0.68 vs ~$0.51 expected; backlog $1.97B, +98.0%. FY26 sales growth guidance RAISED to 55-60% - and FY26 gross margin guidance CUT to 25-26%. The stock fell 5.90% on the print, closing the week at $84.89. The number nobody printed: BASX-branded bookings w...

Hims & Hers Health (HIMS) Q2 2026 — Revenue $753.2M vs a $698.9M bar - a BEAT. GAAP EPS -$0.37 vs -$0.05. The 8-K landed 4:08pm ET Monday Aug 10, AFTER the close, so Tuesday Aug 11 is the reaction: $31.77 to $30.51, down 3.97%. Revenue grew 38% to $753.2M and gross profit grew 15.5%. Every new dollar of revenue arrived carrying a 31% gross margin against a 76% base - and it is not a charge you...

AST SpaceMobile (ASTS) Q2 2026 — Revenue $31.52M vs a $34.53M bar - a MISS. GAAP EPS minus $0.77 vs a minus $0.315 bar. The 8-K landed 4:38pm ET Monday Aug 10, AFTER the close, so Tuesday Aug 11 is the reaction: $68.76 to $71.63, up 4.17%, then $74.28 - up 8.03% in two sessions on a double miss. On April 19 a New Glenn upper stage placed AST's BlueBird 7 satellite in an orbit too low to hold, and...

Nebius Group (NBIS) Q2 2026 — Revenue $582.3M vs a $569.9M bar - a BEAT, up 454% y/y and 46% q/q. Adjusted EBITDA swung to +$236.2M from -$21.0M. ARR hit $3.0B, up 56% in one quarter. The 6-K was accepted 9:15am ET, so August 12 IS the reaction session: $193.23 to $238.19, up 23.27% intraday. Nebius reported +$236.2M of adjusted EBITDA and the stock rose 23%. On the line directly above it, depreci...

Liquidia (LQDA) Q2 2026 — Revenue $171.7M vs a $168.5M bar - a BEAT. Net income $74.7M, a record. Diluted EPS $0.74 vs $0.758 estimated looks like a miss, but BASIC EPS was $0.84. The 8-K was accepted 6:45am ET, so August 12 IS the reaction session: $88.05 to $84.00, down 4.60% intraday. Liquidia has added +$38.4M, then +$39.8M, then +$40.5M of quarterly YUTREPIA revenue - three quarters running,...

Cardinal Health (CAH) Q4 FY2026 — Revenue $63.67B, +6%, MISSING the $65.03B bar. Non-GAAP EPS $2.91 vs $2.42 estimated - but $0.31 was a one-time IEEPA tariff refund, so the clean number is $2.60. The 8-K landed before the open, so August 11 IS the reaction: a record $258.30 intraday, closing $240.26. Cardinal Health guided FY2027 EPS UP 13-15% and adjusted free cash flow DOWN 20-30% in the same p...

CoreWeave, Inc. (CRWV) Q2 2026 — Revenue $2.575B, +112% y/y, vs a $2.56B bar. Adjusted operating income $128M, roughly DOUBLE the ~$66M consensus. Adjusted EPS -$1.03 vs -$1.20; GAAP -$1.14. Backlog $103.7B. The 8-K landed 4:10pm ET Aug 11, AFTER the close: CRWV settled after hours at $104.52, +15.7%. CoreWeave reported revenue of $2.575 billion, up 112%, and a revenue backlog of $103.7 billion -...

On Holding AG (ONON) Q2 2026 — Net sales CHF 850.3M, +21.6% constant currency. Gross margin a record 65.4% vs 61.5%, while fully absorbing US tariffs. Adjusted EBITDA CHF 168.1M, 19.8% margin. Adjusted diluted EPS Class A CHF 0.35 vs CHF (0.09). The 6-K was accepted 10:10 UTC, before the open, so the -20.29% close at $30.91 IS the reaction session. On raised full-year gross-margin guidance to a re...

Camtek Ltd. (CAMT) Q2 2026 — Revenue $133.2M, a record, +8.0% y/y. Non-GAAP EPS $0.78 vs a $0.761 bar - but $0.79 a year ago. GAAP EPS $0.46 vs $0.69, -33%. Q3 guided $158-160M, +20% q/q. The 6-K landed 7:16am ET Aug 10, BEFORE the open: CAMT gapped to $169.94 (+9.4%), fell to $147.75 (-4.9%), closed $158.10, +1.77%. Camtek printed the biggest quarter in its history - $133.2 million of revenue - a...