Charged Alpha Stock Encyclopedia

Lumen Technologies (LUMN) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $2,805M vs a $2,740M bar, but DOWN 9.3% year on year; loss per share excluding special items $(0.07) vs a $(0.134) estimate, a 6.4-cent beat on the same basis (Q1 $(0.47) + Q2 $(0.07) = the printed YTD $(0.54), so the basis ties). Adjusted EBITDA ex-specials $802M, DOWN 8.6%. Full-year 2026 guidance REITERATED. The...

Evergy, Inc. (EVRG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $0.88 vs $0.82, up 7.3%, against a $0.811 bar - an 8.5% beat on the same adjusted basis Evergy guides on. GAAP EPS was HIGHER at $0.91, up 23.0%, because a $7.9M venture gain was excluded. Revenues $1,500.1M vs a $1,363.3M bar. 2026 guidance REAFFIRMED at $4.14-4.34. The 8-K hit 7:00am ET Thursday Aug 6, BEFORE the o...

JFrog Ltd. (FROG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $163.8M vs $127.2M, up 28.7% and ACCELERATING from 25.8% last quarter, against a $155.6M bar - a 5.2% beat. Cloud revenue $87.5M, up 53%, now 53% of the mix vs 45%. Non-GAAP diluted EPS $0.27 against a $0.2405 bar, a 12.3% beat; GAAP was a LOSS of $0.03. The 8-K was accepted 4:10pm ET Thursday Aug 6, so Friday Aug 7 is the...

U-Haul Holding Company (UHAL) Q1 FY2027 — Fiscal Q1 2027 (quarter ended June 30, 2026): revenue $1,682.0M vs $1,630.5M, up 3.2%, against a $1,681.5M bar - in line. Net earnings available to common $122.9M vs $142.3M, down 13.6%. U-Haul reports TWO GAAP EPS figures under the two-class method: $0.58 on the Voting stock (UHAL) and $0.63 on the Series N Non-Voting stock (UHAL.B), against a $0.663 cons...

Warner Music Group (WMG) Q3 FY2026 — Fiscal Q3 2026 (quarter ended June 30, 2026): revenue $1,864M vs $1,689M, up 10.4% (+9.3% constant currency, +12.1% excluding a prior-year copyright settlement and the BMG termination). Adjusted OIBDA $433M, up 16.1%, margin 23.2% vs 22.1%. Adjusted EPS $0.51 vs $0.42, up 21%, against a Street bar of $0.39 - a 31% beat. GAAP EPS was also $0.39, up from -$0.03,...

BioMarin Pharmaceutical (BMRN) Q2 2026 — Q2 2026 (three months ended June 30, 2026): revenue $989.7M, +20%, vs $932M expected. Non-GAAP diluted EPS $1.20 vs a $0.945 bar - a 27% BEAT. GAAP diluted EPS $0.23, and both bases reconcile ($0.54 + $0.23 = the $0.77 GAAP half; $0.76 + $1.20 = the $1.96 non-GAAP half). Non-GAAP income FELL 16% and GAAP net income fell from $241M to $45M. Guidance raised....

News Corporation (NWSA) Q4 FY2026 — Q4 FY2026 (3 months ended June 30, 2026, and the full fiscal year): Q4 revenue $2,337M +11% (Adjusted Revenues +7%; $71M of currency). Q4 Total Segment EBITDA $423M +31%. Adjusted EPS $0.35 vs a $0.21 bar - a 67% BEAT. FY2026 revenue $9,028M +7%, net income from continuing operations $743M +15%, Total Segment EBITDA $1,627M +15%, free cash flow $811M +42%, buyba...

Oscar Health (OSCR) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): Total revenue $4,880.2M +70.4%. GAAP diluted EPS $1.10 vs a $0.40 bar - a 173% BEAT. Medical loss ratio 79.2% from 91.1%. Earnings from operations $388.6M vs a $230.5M LOSS. Effectuated membership 2,963,002, +46.2%. First half: operating earnings $1,092.7M, EPS $3.16. FY2026 operating earnings guidance RAISED to $500-700M from $...

Lyft (LYFT) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): Gross Bookings $5,504.2M +22.6% (bar ~$5.37B, a BEAT). Revenue $1,843.5M +16.1% (bar ~$1.81B, a BEAT). Adjusted EBITDA $177.2M +36.9%, 3.2% of Gross Bookings (a BEAT). GAAP diluted EPS $0.13 vs a $0.15 bar - a two-cent MISS, and Lyft publishes no adjusted EPS. Income from operations $2.4M to $47.6M. Free cash flow FELL 3.0% to $319.6M....

D-Wave Quantum (QBTS) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $3.076M vs a $4.027M bar (a 23.6% MISS) and essentially flat on $3.095M a year ago. GAAP net loss $48.028M, $(0.13) per share on 370,840,115 weighted shares, vs a Street bar near $(0.10) - a miss on either basis. Loss from operations $(53.278)M, up 101%. Total operating expenses $54.982M, up 93% (R&D +122%). Adjust...

Restaurant Brands International (QSR) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): system-wide sales $12.702B, up 6.4% in constant currency; comparable sales +3.8%; net restaurant growth +2.9% to 33,156 restaurants. Total revenue $2.520B vs a $2.5445B bar (a MISS). Adjusted diluted EPS $1.07 vs a $1.04 bar (a 3-cent BEAT), up 12.9%. GAAP income from operations $716M, up 48.4%; net income from...

Cytokinetics (CYTK) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): total revenue $28.6M vs a $17.6M bar, of which net product revenue $25.3M (US $23.0M, Europe $2.3M) - up from $4.8M in Q1. Loss per share $(1.50) vs a $(1.63) bar; net loss $198.8M. Total operating expenses $207.8M. The 8-K was accepted 4:11pm ET, AFTER the close, so Friday Aug 7 was the reaction session: $81.37 to $76.76, down...

Hinge Health (HNGE) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $212.8M, up 53%, a 5.6% BEAT and 9.1% above the company's own $195M guide. Non-GAAP diluted EPS $0.59 vs a $0.615 bar - a 4.1% MISS. GAAP diluted EPS $0.52. Non-GAAP operating income $61.5M, up 136%, a 29% margin. The 8-K was accepted 4:08pm ET, AFTER the close: the reaction session was Wed Aug 5 at +1.73% ($79.42 to $80...

Archer-Daniels-Midland Company (ADM) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): adjusted diluted EPS $1.84 vs a $1.49 bar - a 23.5% BEAT, up 98% year on year. U.S. GAAP EPS was $1.87 - HIGHER than adjusted, so this beat is not an add-back. Revenue $22,681M, up 7.2%, a 0.3% MISS. Total segment operating profit $1,450M, up 75%. Full-year adjusted EPS guidance RAISED from $4.15-$4.70 to $5.15-...

Viatris Inc. (VTRS) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $3,756.8M, UP 5% reported and 3.5% operationally, vs a $3,675.4M consensus - a 2.2% BEAT. Adjusted diluted EPS $0.69 vs a $0.601 bar - a 14.8% BEAT (U.S. GAAP was a LOSS of $0.10 on a $118.8M net loss, driven by a $177.8M non-cash Tyrvaya write-down). Adjusted EBITDA $1,188.3M, UP 10%. Every 2026 guidance midpoint RAISED...

Celsius Holdings, Inc. (CELH) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $817.9M, UP 10.6%, vs a $870.1M consensus - a 6.0% MISS. Adjusted diluted EPS $0.36 vs a $0.4139 bar - a 13.0% MISS (GAAP diluted EPS was $0.14; the bridge is $0.01 of acquisition costs plus $0.21 of distributor termination fees). Gross margin 48.1% vs 51.5%. But last year's cost of revenue contained a $21.7M A...

Duolingo, Inc. (DUOL) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $298.5M, UP 18.3%, vs a $295.6M consensus. GAAP diluted EPS $0.66 vs a $0.604 bar - a 9.3% BEAT (Duolingo publishes NO adjusted EPS, so GAAP IS the bar). But total bookings - the cash actually collected - grew only 7.9% to $289.1M, 6% in constant currency. For the first time in Duolingo's public life REVENUE EXCEEDED B...

Dutch Bros Inc. (BROS) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $550.9M, UP 32.5%, a beat vs ~$525M. Adjusted EPS per fully exchanged diluted share $0.33 vs a $0.29 bar - a 13.9% BEAT. GAAP diluted EPS on Class A stock $0.28 vs $0.20 - a different basis, not the bar. Adjusted EBITDA $113.7M, up 27.8%, but margin FELL 76bps to 20.6%. Guidance RAISED: revenue $2.10-2.13B, adjusted E...

CACI International Inc (CACI) Q4 FY2026 — Q4 FY2026 (3 months ended June 30, 2026): revenue $2.709B, UP 17.6% (organic 11.6%), a beat vs ~$2.695B. Adjusted diluted EPS $8.91 vs a $7.39 bar - a 20.6% BEAT. GAAP diluted EPS $7.05, DOWN 1.3%, even though income from operations rose 31.7% and pretax income rose 24.3%. EBITDA margin 13.0%, up 150bps. FY2027 guided to revenue $10.65-10.85B and adjusted...

Sysco Corporation (SYY) Q4 FY2026 — Q4 FY2026 (13 weeks ended June 27, 2026): sales $22.124B, UP 4.7%, a beat vs ~$21.95B. Adjusted diluted EPS $1.53 vs a $1.51 bar - a 2-cent BEAT. GAAP EPS $1.15. GAAP operating income +10.6% to $983M, but ADJUSTED operating income +4.1% and pretax earnings only +0.4%. FY2027 guided to 6-7% sales growth and 9-11% adjusted EPS growth ON A 53-WEEK BASIS. The 8-K wa...

Viasat, Inc. (VSAT) Q1 FY2027 — Q1 FY2027 (three months ended June 30, 2026): revenue $1,156.5M, DOWN 1.2%, a miss vs ~$1,199.7M. Non-GAAP diluted EPS $0.17 vs a $0.09 bar - an 8-cent BEAT. GAAP EPS $(0.38). Adjusted EBITDA $381.1M, DOWN 6.7%. Backlog a RECORD $4,217.7M, +18.9%. Net leverage 3.2x from 3.6x. FY2027 capex guided $950M-$1.0B against $992.8M spent last year - FLAT. The 8-K was accepte...

Zimmer Biomet Holdings, Inc. (ZBH) Q2 2026 — Q2 2026 (three months ended June 30): net sales $2,177.0M, +4.8% reported / +4.0% ORGANIC constant currency, vs a $2,134.8M consensus. Adjusted diluted EPS $2.07 vs a $2.01 bar - but FLAT year over year. GAAP diluted EPS $1.03. Adjusted net earnings FELL 2.8% to $399.6M and adjusted operating profit FELL 3.2%. FY2026 guidance RAISED to $8.47-$8.59. The...

US Foods Holding Corp (USFD) Q2 2026 — Q2 FY2026 (13 weeks ended June 27): net sales $10,532M, +4.5% vs a $10,463M consensus. Adjusted diluted EPS $1.44 vs a $1.36 bar - an 8-cent BEAT. GAAP diluted EPS $1.24, +29.2%. Adjusted EBITDA a RECORD $604M, +10.2%, margin +29bps to 5.7%. Independent restaurant cases +5.1%, a fourth straight quarter of acceleration. FY2026 guidance REAFFIRMED. The 8-K was...

Amrize Ltd (AMRZ) Q2 2026 — Q2 2026 (ended June 30, in USD under US GAAP): revenue $3,494M, +8.6% (organic +6.7%) vs $3,366M consensus - a $128M BEAT. Adjusted diluted EPS $0.88 vs a $0.95 bar - a 7.8% MISS. GAAP diluted EPS $0.86, +14.7%. Adjusted EBITDA $986M, +5.8%, margin 28.2%, -80bps. FY26 revenue guidance RAISED to $12.5-12.7B; FY26 Adjusted EBITDA guidance CUT to $3.1-3.2B from $3.25-3.34B...

Royalty Pharma plc (RPRX) Q2 2026 — Q2 2026 (ended June 30): Portfolio Receipts $773M, +6%; Royalty Receipts $768M, +14%; milestones $5M vs $56M, -91%. Net cash from operations $728M, +100%. Adjusted EBITDA $736M, +16%. Portfolio Cash Flow $736M, +15%. GAAP diluted EPS $0.04 (net income to RPRX plc $18M vs $32M) after a $472M non-cash swing in the provision for changes in expected cash flows: $268...