Charged Alpha Stock Encyclopedia

Lattice Semiconductor Corporation (LSCC) Q2 2026 — Reported Aug 4, 2026 AFTER the close (call 5:00pm ET) for fiscal Q2 2026, the quarter ENDED JULY 4. Revenue $201.1M, +62.2% YoY, vs ~$185.5M consensus and a $175-195M guide - above its own HIGH end. Non-GAAP EPS $0.53 vs $0.44 expected, guide $0.42-$0.46. GAAP EPS $0.14. LSCC closed $138.00, +8.5% - but that move is PRE-print. Lattice printed a re...

Coupang, Inc. (CPNG) Q2 2026 — Reported Aug 4, 2026 BEFORE the open for Q2 2026 (quarter ended June 30). Revenue $8,856M, +3.9% YoY (+10% constant currency), vs ~$9,050M expected - a 2.2% MISS. GAAP EPS $(0.32) vs ~$(0.29). Adjusted EPS $(0.09) excludes $410M of Korean fines. Operating loss $(556)M. Adjusted EBITDA $163M, -62%. CPNG closed $16.78, +2.2%. Every headline read 'Coupang beats EPS by 6...

Arista Networks, Inc. (ANET) Q2 2026 — Reported Aug 4, 2026 AFTER the close for calendar Q2 2026 (quarter ended June 30). Revenue $3,035.7M, +37.7% YoY, vs ~$2.83B expected - a 7.3% beat and its first $3B quarter. Non-GAAP EPS $1.02 vs $0.89 (+14.6%), up 39.7%. GAAP EPS $0.95 vs $0.70. GAAP operating margin 45.4%, a five-quarter high. Q3 guide ~$3.3B, EPS $1.06-$1.08. ANET closed $190.51, a 52-wee...

Leidos Holdings, Inc. (LDOS) Q2 2026 — Reported Aug 4, 2026 BEFORE the open, for fiscal Q2 2026 - the 4-4-5 quarter ended JULY 3 (not June 30). Revenue $4,558M, +7% (+4% organic) vs ~$4,437M expected. Non-GAAP EPS $3.26 vs $2.91 - a 12.0% beat, but only +1.6% on $3.21 a year ago. GAAP EPS $2.81, DOWN 7%. FCF $761M vs $457M. Bookings $4.9B, book-to-bill 1.1, backlog $48.7B, funded backlog +44%. FY2...

Amgen Inc. (AMGN) Q2 2026 — Reported August 4, 2026 AFTER the US close, for the calendar quarter ended June 30, 2026. Total revenue $10,054M, +10% YoY vs ~$9,426M expected. Non-GAAP diluted EPS $6.29 vs $5.62 expected - an 11.9% beat - but only +4% against $6.02 a year ago. GAAP diluted EPS $4.37, up 65% from $2.65. Free cash flow $3,489M vs $1,911M. FY2026 guidance RAISED for the second time: rev...

Space Exploration Technologies Corp. (SPCX) Q2 2026 — Reported August 4, 2026 AFTER the US close - the first-ever quarterly report as a public company, for the calendar quarter ended June 30, 2026. Revenue $7,814M, +92% YoY, versus roughly $6.93B expected. Diluted loss per share $0.09 versus a $0.26 loss modelled. Net loss $541M, narrowed from $1,008M. Adjusted EBITDA $3,538M, +191%. All three seg...

Atkore Inc. (ATKR) Q3 FY2026 — Reported August 3, 2026 BEFORE the US open for fiscal Q3 2026 - the 13-week quarter ENDED JUNE 26, 2026 (not June 30; Atkore runs a 13-week fiscal quarter and a September 30 fiscal year end). In the SAME release Atkore announced a definitive agreement to be acquired by Prysmian S.p. A. for $95.00 per share in ALL CASH, an enterprise value of about $3.8 billion. Net s...

Rockwell Automation, Inc. (ROK) Q3 FY2026 — Reported Aug 4, 2026 pre-open, fiscal Q3 ended June 30, 2026. Sales $2,313M (+8% reported, +10% organic) beat ~$2,245M est. ADJUSTED EPS $3.49 BEAT ~$3.38 (+22% YoY); GAAP diluted EPS $3.65. FY26 guidance RAISED. Stock -7.9% to $442.84. Rockwell grew organic sales 10%, adjusted EPS 22%, and raised full-year guidance on both lines - and the stock fell 7.9...

NRG Energy, Inc. (NRG) Q2 2026 — Reported Aug 4, 2026 pre-open, quarter ended June 30, 2026. Revenue $7,481M (+11%) beat ~$7,312M est. ADJUSTED EPS $1.49 MISSED ~$1.69; GAAP EPS $2.32. Adj EBITDA $1,217M (+34%). FY26 guidance REAFFIRMED. Stock -15.4% to $117.13, a 52-week low. NRG beat on revenue, grew adjusted EBITDA 34%, reaffirmed full-year guidance and announced a 1.2 GW gas plant for an AI hy...

Zebra Technologies Corporation (ZBRA) Q2 2026 — Reported Aug 4, 2026 pre-open for the quarter ENDED JULY 4, 2026. Net sales $1,557M, +20.4% (organic +9.2%). GAAP EPS $4.85; NON-GAAP EPS $6.35 vs ~$4.36 est. FY26 guide raised to $20.75-$21.25. Stock +22.7% to $357.85. Zebra beat by almost two dollars and raised full-year guidance by $2.50 - and the stock ripped 22.7%. But $2.00 of that raise is jus...

BioNTech SE (BNTX) Q2 2026 — Reported Aug 4, 2026 pre-open for the three and six months ended June 30, 2026. Revenue EUR 105.6M, DOWN 59.5%. Net loss EUR 820.8M, more than DOUBLE the EUR 386.6M a year ago. FY2026 revenue guidance CUT from EUR 2.0-2.3B to EUR 1.6-1.9B. The ADR opened at $89.18, fell to $88.20, then reversed to $93.245 (+1.1%). ADS ratio 1:1; EUR/USD 1.1526. BioNTech cut 2026 revenu...

Cummins Inc. (CMI) Q2 2026 — Reported Aug 4, 2026 pre-open for the quarter ended June 30, 2026. Revenue $9,457M, +9.4%, a Q2 record, BEATING the $9.31B consensus. Diluted EPS $6.73 vs $7.17 expected - a 6.1% MISS, the first in five quarters. EBITDA $1,653M, 17.5% of sales, DOWN from 18.4%. FY2026 revenue guidance RAISED to +10-13% from +8-11%. Prior close $648.85; the stock sat at $613.26 (-5.5%)...

Spotify Technology S.A. (SPOT) Q2 2026 — Reported Aug 4, 2026 pre-open for the quarter ended June 30, 2026. Spotify REPORTS IN EUROS and TRADES IN DOLLARS, so every figure is labelled. Revenue EUR4,777M, +14% (+15% cc), in line with guide. Gross margin 33.4%, an all-time record. Operating income EUR655M vs a EUR630M guide - EUR655M, NOT the EUR762M some headlines used, which is the USD conversion....

Entegris, Inc. (ENTG) Q2 2026 — Reported August 4, 2026 BEFORE the US open for the fiscal second quarter ENDED JUNE 27, 2026 (a 13-week quarter - not June 30). Revenue $883.2M, +11.5% YoY and +8.8% sequential, beating the ~$835.8M FactSet consensus by $47.4M or 5.7%. Non-GAAP diluted EPS $0.93 vs $0.66 (+40.9%); GAAP EPS $0.61 vs $0.35 (+74.3%). GAAP gross margin 47.6% (+320bps), GAAP operating ma...

IDEXX Laboratories, Inc. (IDXX) Q2 2026 — Reported August 4, 2026 BEFORE the US open for Q2 2026 (the quarter ended June 30, 2026). Revenue $1,216.6M, +9.7% reported and +9.0% organic, vs a ~$1.20B consensus. Diluted EPS $4.27, +17.6%, vs a $3.96 consensus - but $0.14 of that came from share-based-compensation tax benefits and $0.06 from currency. Gross margin 64.0% (+140bps reported, +120bps comp...

Ultra Clean Holdings, Inc. (UCTT) Q2 2026 — Reported August 3, 2026 after the US close for Q2 2026 (the quarter ended June 26, 2026). Revenue $644.9M (+24.3% YoY, +20.8% QoQ) vs a $587.6M consensus and the company's own $565-605M guidance - a beat above the TOP END. Products $572.7M (+25.9%), Services $72.2M (+13.0%). GAAP gross margin 16.1%, operating margin 4.6%, net income attributable to UCT $...

Grab Holdings Limited (GRAB) Q2 2026 — Reported August 3, 2026 after the US close for Q2 2026 (the quarter ended June 30, 2026). Revenue $997M (+22% YoY, +21% constant currency) vs ~$990.4M expected. Adjusted EBITDA $168M (+54%), margin 16.9% from 13.3% - an 18th consecutive quarter of adjusted EBITDA growth. EPS $0.06 vs a $0.01 consensus. Profit for the period $235M vs $20M. On-demand GMV $6.5B...

ON Semiconductor Corporation (onsemi) (ON) Q2 2026 — Reported August 3, 2026 before the open for Q2 2026 (the quarter ended July 3, 2026). Revenue $1,603.5M (+9.2% YoY, +6.0% QoQ) vs ~$1.59B expected. Non-GAAP EPS $0.74 (+39.6%) vs ~$0.715 expected; GAAP EPS $0.56. Non-GAAP gross margin 39.3% (+170bps), non-GAAP operating margin 20.8%. Free cash flow $425.4M, quadruple last year's $106.1M. $332M o...

Jazz Pharmaceuticals plc (JAZZ) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $1,208.3M, +15.6%, a company record and ~$94M above consensus. GAAP gross margin 90.4%. GAAP diluted EPS $2.78 (from -$11.74). Non-GAAP adjusted EPS $5.71 vs $6.18 expected — but the entire shortfall is $77.0M of acquired IPR&D ($0.94/share after tax) that Jazz, unli...

Powell Industries, Inc. (POWL) Q3 FY2026 — Reported after the close on August 3 (the 8-K hit EDGAR at 4:28pm ET; fiscal Q3 2026, the three months ended June 30, 2026). Revenue $311.7M, +8.9%. Diluted EPS $1.42 vs $1.32. New orders a record $934M, +158%, a 3.0x book-to-bill. Backlog $2.4B, +69% y/y and +35% sequentially. Cash and short-term investments $633.6M with no debt. The stock closed at $219...

Diamondback Energy, Inc. (FANG) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $5,562M, +51.2%. GAAP diluted EPS $6.65 vs $2.38 a year ago; adjusted EPS $6.48 vs a ~$6.40 consensus. Free cash flow $2,330M on capex of $996M. Production crossed 1,018 MBOE/d — above one million barrels of oil equivalent per day for the first time in company history —...

Advanced Energy Industries, Inc. (AEIS) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $574.1M, +30.1%, above the HIGH END of guidance. GAAP gross margin 41.1% vs 37.0%. GAAP EPS from continuing operations $1.29; non-GAAP EPS $2.74 vs $2.21 expected. Q3 guidance $640M +/- $20M and non-GAAP EPS $3.00 +/- $0.25 vs consensus of ~$576M and $2.46 — the raise...

TKO Group Holdings, Inc. (TKO) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $1,547.1M, +18.3%. Adjusted EBITDA $649.9M, +23.4%, margin 42% vs 40%. GAAP diluted EPS $1.34 vs $1.41 expected — a seven-cent miss. FY2026 guidance RAISED again, to $5.775-5.825B revenue and $2.275-2.305B EBITDA. UFC $535.7M (+28.8%), WWE $620.9M (+11.6%), IMG $354.7M (+15.7%)...

Vertex Pharmaceuticals Incorporated (VRTX) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $3,333.9M, +12.5%, ahead of the ~$3.23B expected. GAAP EPS $4.31 vs $3.99; non-GAAP EPS $4.73 vs the $4.74 expected — a one-cent miss. FY2026 revenue guidance RAISED to $13.1-13.2B from $12.95-13.1B, with every expense line left unchanged. CASGEVY $76.4M, +151...

BWX Technologies, Inc. (BWXT) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $901.6M, +18.0%. GAAP EPS $0.97 vs $0.85; non-GAAP EPS $1.07 vs $1.02, ahead of the ~$1.04 expected. Adjusted EBITDA $155.5M, +6.6%. Record backlog $8.40B, +39.6%. Guidance raised four ways. BWXT also agreed to sell its medical business to Nordic Capital for up to $800M and clos...