Charged Alpha Stock Encyclopedia

Moderna, Inc. (MRNA) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported 31 July. Revenue $145M vs $142M — but NET PRODUCT SALES FELL to $94M from $114M while other revenue (grants, collaboration, stand-ready manufacturing) rose to $51M from $28M. Operating expenses $960M. Loss from operations $(815)M. Net loss $(782)M, better by $43M. GAAP EPS $(1.97) vs $(2.13) — in line; the beat...

Haleon plc (HLN) H1 2026 — H1 2026 = the SIX MONTHS ended 30 June 2026 vs H1 2025 — UK issuers report halves, not quarters. Revenue £5,602M, +2.6% ORGANIC; adjusted operating profit £1,364M, +8.2% CER; adjusted EPS 10.3p, +12.0% — but REPORTED operating profit FELL 2.6%. 1 HLN ADS = 2 ordinary shares, all $ at GBP/USD 1.3487. ADR $9.87. One number did the damage: 2.6% organic growth against Haleon...

Sony Group Corporation (SONY) Q1 FY2026 — Q1 FY2026 = the 3 months ended 30 June 2026, Q1 of the fiscal year ending 31 MARCH 2027. Sales ¥2,837.8B, +8.2% reported but about MINUS 1% in constant currency. Operating income ¥476.5B, +40.2%, a record Q1, margin 16.8% vs 13.0%. Net income ¥342.2B, +32.1%. Diluted EPS ¥57.82 vs ¥42.84 = $0.36 per ADS (1 ADS = 1 common share, FX ¥159.0). FY2026 operating...

AbbVie Inc. (ABBV) Q2 2026 — Revenue was $16.990B, +10.2% y/y (+9.5% operational), above the ~$16.77B consensus. Adjusted diluted EPS was $3.65, +22.9%, ahead of ~$3.60. GAAP diluted EPS was $2.03 vs $0.52. Adjusted operating margin 48.3%; adjusted tax rate 14.7%. Then AbbVie CUT full-year adjusted EPS guidance from $13.91-$14.11 to $13.87-$14.07 — a $13.97 midpoint vs ~$14.12 consensus. The stock...

BrightSpring Health Services, Inc. (BTSG) Q2 2026 — Revenue $3,873M, +23.0% (beat ~$3.66B by 5.9%). Adj EBITDA $205.5M, +44.2%. Adj EPS $0.45 vs $0.22 (13% beat). FY26 guidance RAISED. Leverage 2.15x. And the stock fell ~15% to ~$61.60 from a $72.88 close. BrightSpring beat on every line and raised guidance on both - and the stock fell about 15%. All figures are continuing operations (Community Li...

Tyler Technologies, Inc. (TYL) Q2 2026 — Revenue $645.1M, +8.2% (below the ~$648.0M consensus). Non-GAAP EPS $3.08, +0.9% (a 3c beat); GAAP EPS $2.23, +10.5%. GAAP operating income $95.1M, DOWN 0.5%. SaaS $230.6M, +21.7%. ARR $2.24B, +8.2%. FCF $118.5M, +34.7%. Stock closed $323.31 on 7/30, ~47% below its Aug-2025 high. Tyler Technologies' Q2 2026 has three headlines that contradict each other. Re...

Chevron Corporation (CVX) Q2 2026 — Net income $12,072M ($6.11/diluted share) vs $2,490M ($1.45). Adjusted $11,977M ($6.06), ~41c above consensus - the largest quarterly profit since 2022. Revenues $67,199M, +51.4%. Production 4,070 MBOED, +20%. Free cash flow $18,095M. ROCE 21.4%. Average Brent: $104/bbl vs $68. Chevron's Q2 2026 is the biggest quarter it has printed since 2022, and almost all of...

Starbucks Corporation (SBUX) Q3 FY2026 — Revenue $9,322.7M, -1.4% y/y on the China deconsolidation. Global comps +7.9% (transactions +4.2%, ticket +3.5%); North America +8.1%, U.S. +7.9%, International +5.7%. GAAP operating margin 10.5% (+60bps); non-GAAP operating margin 14.4% (+430bps). Non-GAAP EPS $0.85 vs $0.66 consensus (+70% y/y); GAAP EPS $0.91 (+85.7%), HIGHER than non-GAAP because the $5...

Anheuser-Busch InBev SA/NV (BUD) Q2 2026 — Revenue $16,660M, +5.6% ORGANIC but +11.0% REPORTED. Normalized EBITDA $5,938M +5.8% organic, margin 35.6% (+4bps). Underlying EPS $1.21, +23.4% reported but only +12.9% constant currency. Reported EPS $1.90, flattered by a $1,402M mark-to-market gain on ABI's own share price. FY26 EBITDA guidance REAFFIRMED at 4-8%, not raised. ADR closed +1.50% at $86.1...

GSK plc (GSK) Q2 2026 — Turnover £8,409M +5% AER/CER, ahead of consensus. Core operating profit £2,800M +7% CER at a 33.3% margin; core EPS 50.5p +9% ($1.36 per ADS). But TOTAL operating profit fell 75% to £481M and Total EPS fell 69%, on a £1.3bn camlipixant write-off. Free cash flow £1,994M +77%. FY26 guidance reaffirmed. GSK reported two different quarters in one release and both are real. Core...

Illumina, Inc. (ILMN) Q2 2026 — Revenue $1.159B, +9.5% and ahead of consensus; organic +6.5%, rest-of-world organic (ex-China) +8.1%. Non-GAAP diluted EPS $1.31 vs $1.19 and above the ~$1.25 expected. GAAP diluted EPS FELL to $1.35 from $1.49 on a strategic-investment comp. FY26 guidance RAISED: revenue $4.60-4.64B (from $4.52-4.62B) and non-GAAP EPS $5.30-5.40 (from $5.15-5.30) - but non-GAAP ope...

Carvana Co. (CVNA) Q2 2026 — Record retail units 197,325 (+37.7%), record revenue $7.376B (+52.4%) vs ~$7.04B expected, record gross profit $1.384B, record GAAP operating income $680M, record net income $513M (7.0% margin) and record adjusted EBITDA $769M. Diluted EPS $0.42 vs ~$0.41. But adjusted EBITDA margin FELL to 10.4% from 12.4%, and FY26 adjusted EBITDA guidance of $2.7-3.0B implies a seco...

Bristol-Myers Squibb Company (BMY) Q2 2026 — Revenue $12.973B (+6%, +5% ex-FX) beat consensus by ~$1.1B; non-GAAP EPS $2.04 vs $1.60 expected (+28%); GAAP EPS $1.62 vs $0.64. FY2026 guidance RAISED: revenue $46.0-47.5B to $49.0-50.0B (+$2.75B at the midpoint) and non-GAAP EPS $6.05-6.35 to $6.75-7.00. Growth Portfolio $7.560B (+15%, now ~58% of revenue). The stock rose 2.79% to $64.86 — a fresh 12...

Butterfly Network, Inc. (BFLY) Q2 2026 — Revenue $32.612M (+39.5%), gross margin 71.4% vs 63.7% (+770bps), adjusted EBITDA loss cut 78% to $1.4M, and FY2026 guidance raised to $119-123M. But the core ultrasound business grew 2.2% ($21.851M vs $21.387M); the other 37 points came from Butterfly Embedded chip licensing, $10.761M vs $1.996M (+439%). Q3 is guided BELOW Q2 at $26-30M. The stock rose 15....

BigBear.ai Holdings, Inc. (BBAI) Q2 2026 — Revenue $36.7M (+13%) and gross margin 32.8% vs 25.0% (+781bps). Net loss shrank 89% to $25.7M — but $135.3M of that was a smaller non-cash derivative swing and $70.6M was last year's absent goodwill impairment. Adjusted EBITDA got WORSE: −$11.6M vs −$8.5M. Operating cash burn quadrupled to $40.2M for H1. FY26 revenue guidance affirmed at $135–165M. The s...

Automatic Data Processing, Inc. (ADP) Q4 FY2026 — FY26 revenue $21,947.4M (+7%, +6% organic cc) and adjusted diluted EPS $11.12 (+11%) — the top of the guide. Q4 revenue $5,473.8M (+7%), adjusted EPS $2.64 (+17%), GAAP $2.45. Adjusted EBIT margin +80 bps to 26.8%. FY27 guide: revenue +5–6%, margin +70–90 bps, adjusted EPS +9–11%. But interest on client funds was $1,354.8M (+14%) — 23% of adjusted...

FTAI Aviation Ltd. (FTAI) Q2 2026 — Revenue $953.1M (+41%) beat the ~$895M estimate, but diluted EPS of $1.13 vs $1.57 missed the $1.38 consensus by 18% — a 4th straight miss. Adjusted EBITDA FELL 16% to $291.4M. Aerospace Products did $875.0M of revenue (+78%) and $249.7M of Adj EBITDA (+51%); everything else did $41.7M vs $182.9M, down 77%. FY26 Aviation Leasing guidance cut from $575M to $475M....

Roblox Corporation (RBLX) Q2 2026 — Revenue $1,469M, +36% YoY — but bookings, the cash users actually spent, were $1,557M, +8%, at the LOW end of guidance. GAAP EPS $(0.26) beat the $(0.34) estimate; Adj EBITDA $152M vs $18M. Then the guide: Q3 bookings $1,576-1,653M, DOWN 14-18%, the first decline ever guided, vs ~$1.87B consensus — with Q3 FCF of $(60)M-$5M and full-year guidance withdrawn. The...

Boston Scientific Corporation (BSX) Q2 2026 — Net sales were $5.442B, +7.5% reported and +7.0% organic, at the TOP of a 5.5-7.5% guide. Adjusted EPS was $0.86 against a $0.82-$0.84 guide and $0.75 a year ago; GAAP EPS was $0.61 vs $0.53. Adjusted operating margin reached 28.4%, up 71bps. Cardiovascular grew +7.8% organic to $3,624M and MedSurg +5.4% to $1,818M. Yet management cut full-year guidanc...

Cohu, Inc. (COHU) Q2 2026 — Cohu reported Q2 2026 (the 13 weeks to June 27) after the close on July 30. Revenue was $149.0M, +38% y/y and +19% sequentially, against roughly $144M expected. Non-GAAP gross margin was 45.5% (GAAP 45.4%) versus a ~44% guide. GAAP operating income was +$0.292M — the first positive operating quarter since 2023, against -$17.2M a year ago. GAAP net loss was $0.159M, or $...

AXT, Inc. (AXTI) Q2 2026 — AXT reported Q2 2026 after the close on July 30. Revenue was $47.6M, +164% y/y and +77% sequentially — the highest quarterly revenue in company history, against roughly $34M expected. GAAP gross margin was 44.9% and non-GAAP 45.0%, versus 29.9% in Q1 2026 and just 8.2% in Q2 2025. Indium phosphide revenue hit a record $30.7M on AI data-centre optical connectivity demand....

Amazon.com, Inc. (AMZN) Q2 2026 — Amazon reported Q2 2026 after the close on July 30. Revenue was $200.6B, +20% y/y, about $4B above consensus. Operating income rose 43% to $27.5B — a record 13.7% operating margin. AWS grew 37% to $42.2B, its fastest in 18 quarters, with segment operating income up 64% to $16.6B (39.4% margin). Advertising grew 26% to $19.8B. Reported diluted EPS was $5.75 against...

Reddit, Inc. (RDDT) Q2 2026 — Reddit reported Q2 2026 after the close on July 30. Revenue was $804.9M, +61% y/y — the eighth consecutive quarter above 60% — and roughly $75M above consensus against management's own $715–725M guide. Diluted EPS was $1.25 vs ~$0.96 expected. Net income $252.8M (31.4% margin, +183%). Adjusted EBITDA $342.8M (42.6% margin). Free cash flow $260.7M. GAAP gross margin 91...

Monolithic Power Systems, Inc. (MPWR) Q2 2026 — Monolithic Power Systems reported Q2 2026 after the close on July 30. Revenue was a record $980.6M, +21.9% q/q and +47.6% y/y. Non-GAAP EPS was $6.50, about 10.5% above consensus; GAAP diluted EPS was $5.22. GAAP gross margin 55.2%, non-GAAP 55.6% (UP 10 bps q/q). Non-GAAP operating income $367.7M, a 37.5% margin. Q3 guidance of $1.14–1.16B came in r...

Apple Inc. (AAPL) Q3 FY2026 — Apple reported fiscal Q3 2026 (quarter ended June 27) after the close on July 30. Revenue was $109.42B, +16% y/y, beating the ~$108.7B consensus. Diluted EPS was $2.02, +29%, versus ~$1.89 expected. Gross margin was 50.1%. Every geographic segment set a June-quarter record; iPhone (+21.7% to $54.25B), Mac (+28.7% to $10.35B) and Services (+12.1% to $30.74B) all set re...