Charged Alpha Stock Encyclopedia

Sterling Infrastructure, Inc. (STRL) Q2 2026 — Reported after the close on August 3 (the three months ended June 30, 2026). Revenue $1,168.2M, up 90.1% from $614.5M with roughly 50 points organic. GAAP diluted EPS $5.00 vs $2.31, +116%. Adjusted diluted EPS $5.80 vs $2.69. Adjusted EBITDA $256.7M at a record 22.0% margin. Signed backlog $4.33B, +116% and +50% organic. Full-year guidance raised for...

Palantir Technologies Inc. (PLTR) Q2 2026 — Reported after the close on August 3 (the three months ended June 30, 2026). Revenue $1,935.5M, up 92.8% from $1,003.7M against a Street number near $1,810M — growth ACCELERATED from 48%. GAAP diluted EPS $0.41 vs $0.13. GAAP operating margin 47.1% from 26.8%; adjusted 62%. Rule of 40 score 155%, from 94%. Adjusted free cash flow $1,220.4M at 63%. Every...

Old Dominion Freight Line, Inc. (ODFL) Q2 2026 — Reported before the open on July 29 (Q2 2026, the three months ended June 30, 2026). Revenue $1,554.0M, up 10.4% from $1,407.7M, against a Street number near $1,539.4M. Diluted EPS $1.68 against $1.27, up 32.3%, and against a $1.54 estimate — a figure management says ties the company record set in Q3 2022. The operating ratio improved 450 basis poin...

O'Reilly Automotive, Inc. (ORLY) Q2 2026 — Reported after the close on July 29 (Q2 2026, the three months ended June 30, 2026). Sales $4,892.0M, up 8.1% from $4,525.1M. Comparable store sales +6.0%, on top of +4.1% a year ago. Diluted EPS $0.86 against $0.78, up 10.3%, and against a Street number near $0.86 — in line. Management RAISED full-year comparable sales guidance to 4.0-6.0% from 3.0-5.0%...

Royal Caribbean Cruises Ltd. (RCL) Q2 2026 — Reported before the open on July 28 (Q2 2026, the three months ended June 30, 2026). Total revenue $4,832M, up 6.5% from $4,538M. Adjusted EPS $4.21 against a Street number near $3.98 — a beat — and against $4.38 in the same quarter last year, a 3.9% DECLINE. Operating income fell 1.7% to $1,307M and the operating margin went from 29.3% to 27.0%. Adjust...

MakeMyTrip Limited (MMYT) Q1 FY2027 — Reported August 3 (Q1 FY2027, the three months ended June 30, 2026 — MakeMyTrip's fiscal year ends 31 March, so the June quarter is Q1 of FY2027). Gross bookings $2,854.7M, up 9.4% reported and 19.9% in constant currency. Revenue $285.6M, up 6.2% reported and 16.1% in constant currency. Adjusted operating profit $51.4M, up 8.6%. But profit for the period fell...

EchoStar Corporation (ECHO) Q2 2026 — Reported August 3 (Q2 2026, the three months ended June 30, 2026). Total revenue $3.576B, DOWN 4.0% from $3.725B. Diluted EPS $24.12 and net income to EchoStar of $8.462B — but $9.729B of the $9.790B of pre-tax income is a NON-CASH deconsolidation gain booked when DISH DBS and DISH Wireless filed prepackaged Chapter 11 on June 30. Strip it out and pre-tax inco...

TG Therapeutics, Inc. (TGTX) Q2 2026 — Reported before the open (Q2 2026, the three months ended June 30, 2026). Total revenue $240.3M, +70.3% — a ~$10.6M BEAT. BRIUMVI U.S. net product revenue $227.7M, +64%. But diluted EPS was $0.05 against a Street estimate near $0.31, and operating income FELL to $21.7M from $34.8M — a 9.0% margin against 24.7%. FY2026 total revenue target RAISED to ~$950M fro...

Twist Bioscience Corporation (TWST) Q3 FY2026 — Reported before the open (fiscal Q3 2026, the three months ended June 30, 2026). Revenue $118.4M, +23.2% — a ~$3.8M BEAT. Diluted loss per share $0.56 against a Street estimate near $0.50 — a 6-cent MISS. Adjusted EBITDA NEGATIVE $11.3M against NEGATIVE $8.0M — the loss WIDENED $3.3M. FY2026 revenue guidance RAISED to $456–457M from $442–447M. The st...

CNH Industrial N.V. (CNH) Q2 2026 — Reported before the open (three months ended June 30, 2026). Consolidated revenues $4,803M, +2% (FLAT at constant currency); Industrial net sales $4,143M, +3%. Net income $141M vs $217M — DOWN 35%. Diluted EPS $0.11 vs $0.17. Adjusted EPS $0.13 vs a ~$0.10 Street number — a 3-cent BEAT. FY guide narrowed UP to $0.41-$0.46. The stock rose anyway: from a $10.25 cl...

Krystal Biotech, Inc. (KRYS) Q2 2026 — Reported before the open (three months ended June 30, 2026). Revenue $119.222M, +24.1%, just UNDER a ~$120.9M Street number. Diluted EPS $1.79 vs ~$1.70 — a BEAT. Operating income $58.417M at a 49.0% margin. The stock fell anyway: from a $341.12 close it opened at $320.70, hit $297.73, and sat at $299.04 — DOWN 12.3%. The framing nobody applied: the 10-Q's ge...

Tyson Foods, Inc. (TSN) Q3 FY2026 — Reported before the open August 3, 2026 (fiscal Q3 FY2026, the thirteen weeks ended June 27, 2026). Adjusted EPS $0.99 (+9%) vs a ~$0.98 consensus. Adjusted operating income $547M (+8%) at a 3.9% margin. But sales were FLAT at $13,868M against a Street number nearer $14.07B — a miss — and gross margin fell to 6.6% from 8.2%. The stock opened at $55.89 (-3.6%), t...

Marriott International, Inc. (MAR) Q2 2026 — Reported before the open August 3, 2026 (calendar Q2, quarter ended June 30). Adjusted diluted EPS $3.19 (+20.4%) vs a ~$3.08 consensus. Adjusted EBITDA $1,592M (+13%). But total revenues were $7,071M against a ~$7.19B Street number — a miss — and REPORTED operating income FELL 1% to $1,229M. The company raised full-year RevPAR growth to 3.0-3.5% and fu...

Carpenter Technology Corporation (CRS) Q4 FY2026 — Reported before the open July 30, 2026 (fiscal Q4 and fiscal year ended June 30). Net sales $851.0M (+12.6%), but +9.0% to $679.7M excluding the raw-material surcharge. Operating income a record $206.9M (+36.7%); diluted EPS $3.23 (+46.2%) vs a $3.09 consensus. SAO adjusted operating margin a record 37.8% vs 30.5% — an 18th consecutive quarter of...

DexCom, Inc. (DXCM) Q2 2026 — Reported after the close July 30, 2026 (quarter ended June 30). Revenue $1,308.4M, +13.1% reported and +12% organic. US $933.4M (+11.0%); international $375.0M (+18.6%). GAAP operating margin 24.3% vs 18.4% — operating income +49.7%. GAAP diluted EPS $0.64 (+42%); non-GAAP $0.70 (+46%). Adjusted EBITDA $421.3M, 32.2% of revenue. FY26 revenue guidance raised at the mid...

Amphenol Corporation (APH) Q2 2026 — Reported before the open July 29, 2026 (quarter ended June 30). Net sales $8,758.1M, +55% in dollars and +30% ORGANIC. GAAP diluted EPS $1.37 (+59%); adjusted $1.35 (+67%). GAAP/adjusted operating margin 29.5%/29.8%, both records. Record orders of $10.7B for a 1.23:1 book-to-bill. Free cash flow $1,205.5M — up just 7.5%. Q3 guided to $9.3-9.4B and $1.40-1.42. T...

InterDigital, Inc. (IDCC) Q2 2026 — Reported before the open July 30, 2026 (quarter ended June 30). Revenue $260.2M crushed the company's own $139-143M outlook — but FELL 13.4% from $300.6M. Net income $116.4M vs $180.6M; GAAP EPS $3.40 vs $5.35; non-GAAP EPS $4.62 vs $6.52. Adj. EBITDA $184.1M (71%) vs $236.7M (79%). Opex +27.1%. ARR hit a record $625.7M (+13.1%); catch-up was $103.7M, 40% of the...

Qorvo, Inc. (QRVO) Q1 FY2027 — Reported after the close July 28, 2026 (fiscal Q1 2027, quarter ended June 27; Qorvo's FY ends in early April). Revenue $784.8M (-4.2%) beat the ~$758M consensus. GAAP gross margin 51.1% vs 40.5% — up 1,060bps, a fifth straight quarter of expansion. GAAP operating income $96.8M vs $30.1M (+221.6%) on 4.2% LESS revenue. Non-GAAP diluted EPS $1.64 vs ~$1.10 expected an...

Quanta Services, Inc. (PWR) Q2 2026 — Reported July 30, 2026 pre-open. Revenue $9.557B (+41.1%) vs ~$8.61B expected — an 11% beat. Adjusted diluted EPS $4.24 vs $3.31 expected and $2.48 a year ago (+71%); GAAP EPS $2.96 vs $1.52. Adjusted EBITDA $1,066.5M (+59.5%), an 11.2% margin. Both segments expanded margin: Electric $7.84B (+43.6%) at 11.5% vs 10.1%, Underground $1.72B (+30.7%) at 9.1% vs 6.9...

Corcept Therapeutics Incorporated (CORT) Q2 2026 — Reported July 29, 2026 after the close for Q2 2026 (three months ended June 30). Revenue $256.1M (+31.7%) vs ~$220M expected, a 16% beat. Diluted EPS $0.36 vs $0.29 a year ago. Operating income $41.3M (+55%). Korlym and its authorized generic $208.6M (+7.3%); Lifyorli (relacorilant) $47.6M in its first quarter on the market, with 1,300+ patients s...

Garmin Ltd. (GRMN) Q2 2026 — Reported July 29, 2026 pre-market for Q2 2026 (the 13 weeks ended June 27). Revenue $2,022M (+11.4%) vs ~$1.93B expected. Pro forma EPS $2.81 vs $2.30 expected, a $0.51 beat; GAAP EPS $2.80. Gross margin a record 62.4% (+360bps), operating margin 30.4% (+440bps), operating income $615.5M (+30%). Gross margin expanded in ALL FIVE segments. Full-year guidance RAISED to ~...

Eaton Corporation plc (ETN) Q2 2026 — Reported July 31, 2026 pre-market for Q2 2026 (quarter ended June 30). Revenue $8,531M (+21%, organic +14%) vs ~$8.16B expected. Adjusted EPS $3.15 vs $3.07 expected, a Q2 record. GAAP diluted EPS $2.11 vs $2.51 — DOWN 16%. Segment margin 23.1%, above the high end of guidance but down 80bps YoY. Electrical Americas orders +41% (12-month rolling, organic); Elec...

Yum China Holdings, Inc. (YUMC) Q2 2026 — Reported July 30 pre-market for Q2 2026 (quarter ended June 30). Total revenue $3,138M (+13% reported, +6% ex-F/X) vs ~$3.1B expected. Operating profit $348M (+14%), a Q2 record; core operating profit $328M (+7%). OP margin 11.1%, the 9th straight quarter of expansion. Diluted EPS $0.70 (+21%) vs ~$0.67 expected. Restaurant margin 16.1%, exactly FLAT. Same...

IES Holdings, Inc. (IESC) Q3 FY2026 — Reported July 31 for fiscal Q3 2026 (quarter ended June 30; IES's fiscal year ends Sept 30). Revenue $1,242.7M (+40%) vs ~$1,080M expected — a 15% beat. Operating income $178.5M (+60%), margin 14.4% vs 12.6%. Adjusted diluted EPS $6.70 vs $4.83 expected (+39%); GAAP diluted EPS $7.57 includes a $26.2M marketable-securities gain. Backlog $4.53B, +119% YoY. The...

Garrett Motion Inc. (GTX) Q2 2026 — Reported pre-market July 29 (calendar Q2 ended June 30, 2026). Net sales $976M (+7% reported, +5% cc) vs ~$963M expected; diluted EPS $0.53 vs ~$0.46 (+26%); adjusted EBIT margin a record 15.6%, up 200bps; FY26 guidance RAISED on every line. The stock fell 3.81% to $28.78 on the print, then rose 7.75% the next session to close the week at $31.15. The line nobody...