Charged Alpha Stock Encyclopedia

Grifols, S.A. (GRFS) H1 2026 — Grifols, S.A. (NASDAQ: GRFS), the Barcelona-based plasma fractionator and one of only a handful of companies worldwide that can turn donated blood plasma into immunoglobulins, albumin and alpha-1 at scale, reported Half-Year 2026 results after the European close on July 28: revenue of €3,574M, +2.6% at constant currency but -2.8% as reported (a ~€197M FX translation...

The Coca-Cola Company (KO) Q2 2026 — The Coca-Cola Company (KO) reported Q2 2026 (three months ended July 3, 2026) before the open on July 28: net revenue $13.38B (+6.7% YoY, beating the ~$13.16B consensus), organic revenue +6% (4 pts concentrate sales, 2 pts price/mix), global unit case volume +5%, operating margin 34.9% vs 34.1% (comparable 35.6% vs 34.7%), reported EPS $1.03 (+16%) and comparab...

The Boeing Company (BA) Q2 2026 — Boeing (BA) reported Q2 2026 (quarter ended June 30, 2026) before the open on July 28: revenue $24.56B (+8% YoY, beating the ~$24.25B consensus) on 171 deliveries (+14%), but a GAAP loss of $0.67/share and a core loss of $0.76 vs the ~$0.30 loss expected — more than double the miss, driven by a fresh $280M charge on the VC-25B (Air Force One) program that pushed c...

Teradyne, Inc. (TER) Q2 2026 — Teradyne, Inc. (TER), one of the two companies that dominate automated semiconductor test equipment alongside Advantest of Japan, reported Q2 2026 (quarter ended June 28, 2026) after the close on July 28. Revenue was $1.329B, +103.9% YoY from $651.8M and up 3.6% sequentially, exceeding the high end of the company's own guidance and marking a second consecutive quarte...

Seagate Technology Holdings plc (STX) Q4 FY2026 — Seagate Technology Holdings plc (STX), one of only two companies that matter in nearline hard disk drives, reported fiscal Q4 2026 (quarter ended July 3, 2026) after the close on July 28. Revenue was $3.629B, +48.5% YoY; GAAP gross margin 52.3% and non-GAAP gross margin 52.7%, against 37.4% and 37.9% a year ago; GAAP diluted EPS $5.58 (vs $2.24) an...

KLA Corporation (KLAC) Q4 FY2026 — KLA Corporation (KLAC), the dominant supplier of semiconductor process-control (inspection and metrology) equipment with roughly 58% market share, reported fiscal Q4 2026 (quarter ended June 30, 2026) after the close on July 28. Revenue was a record $3.658B, +15.2% YoY and above the midpoint of guidance; non-GAAP EPS of $1.05 beat the ~$1.02 consensus; non-GAAP g...

Corning Incorporated (GLW) Q2 2026 — Corning (GLW), the 175-year-old materials-science company that now supplies the optical fiber and connectivity wiring AI data centers, reported Q2 2026 (quarter ended June 30, 2026) before the open on July 28 — and beat. Core EPS of $0.78 topped the $0.75 consensus and rose 30% YoY; core sales of $4.74B beat $4.63B and grew 17%, the ninth straight quarter of Yo...

Celestica Inc. (CLS) Q2 2026 — Celestica (CLS), the electronics-manufacturing-services (EMS) firm that has become the quiet backbone of the AI data center, delivered another clean beat-and-raise for Q2 2026: adjusted (non-GAAP) EPS of $2.54 topped the ~$2.30 estimate (+83% YoY) on revenue of $4.70B (+62% YoY), with a record 8.2% adjusted operating margin. GAAP EPS was $3.17 (flattered by a one-tim...

Cadence Design Systems (CDNS) Q2 2026 — Cadence Design Systems (CDNS), one half of the electronic-design-automation duopoly with Synopsys, delivered another clean beat-and-raise for Q2 2026: non-GAAP EPS of $2.11 topped the ~$2.06 estimate (+28% YoY) on revenue of $1.584B (+24% YoY), with an 88% non-GAAP gross margin and 45.5% operating margin. Bookings drove a record $8.1B backlog, and growth was...

Applied Digital Corp. (APLD) Q4 FY2026 — Applied Digital (NASDAQ: APLD) — a Dallas-based designer, builder, and operator of large-scale AI + HPC data centers — reported fiscal Q4 2026 (fiscal year ended May 31, 2026) after the close on July 27. This is a genuine transformation story: a company that was a crypto-mining host three years ago is now a hyperscale AI landlord with a contracted lease bac...

Amkor Technology, Inc. (AMKR) Q2 2026 — Amkor Technology (NASDAQ: AMKR) — the world's #2 outsourced semiconductor assembly & test (OSAT) company and a key advanced-packaging supplier for AI compute — reported Q2 2026 (quarter ended June 30, 2026) after the close on July 27. It was a RECORD beat-and-raise: revenue of $1.90B (a record, +26% YoY from $1.51B, +13% sequentially) beat the ~$1.81B co...

Navitas Semiconductor Corp. (NVTS) Q2 2026 — Navitas Semiconductor (NASDAQ: NVTS) — a designer of gallium-nitride (GaN) and silicon-carbide (SiC) power chips — reported Q2 2026 (quarter ended June 30, 2026) after the close on July 27. Revenue was $10.5M, up ~22% sequentially but DOWN ~27% year-over-year (from $14.5M) as the company deliberately walks away from low-margin mobile/consumer chargers u...

Costamare Inc. (CMRE) Q2 2026 — Costamare Inc. (NYSE: CMRE), one of the largest independent owners of containerships in the world, reported Q2 2026 (quarter ended June 30, 2026) before the open on July 27. This is now a focused container-plus-leasing company: Costamare spun off its entire dry-bulk business (Costamare Bulkers, NYSE: CMDB) in May 2025, so all figures here are continuing operations....

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2026 — Coca-Cola FEMSA (KOF), the world's largest Coca-Cola franchise bottler by volume, reported Q2 2026 (quarter ended June 30, 2026) before the open on July 27. All operating figures are in Mexican pesos (Ps.). Revenue rose 4.7% YoY to Ps. 76,318M (+6.6% currency-neutral) on volume +3.5% to a record 1,071.8M unit cases. Gross margin expanded 180 bps to 4...

Alliance Resource Partners, L.P. (ARLP) Q2 2026 — Alliance Resource Partners (ARLP), one of the largest coal producers in the eastern US and a growing oil & gas mineral-royalties MLP, reported Q2 2026 (quarter ended June 30, 2026) before the open on July 27: net income rose 33.9% YoY to $79.6M, or $0.61 per LP unit (vs $0.46), on revenue of $551.6M (+0.7% YoY, a slight beat). Adjusted EBITDA c...

The Ensign Group (ENSG) Q2 2026 — The Ensign Group (ENSG), a decentralized operator of skilled-nursing and post-acute facilities plus its captive real-estate arm Standard Bearer, reported Q2 2026 (quarter ended June 30, 2026): adjusted diluted EPS of $1.92 beat the ~$1.80 consensus and rose 20.8% YoY, with GAAP diluted EPS of $1.68 (+16.7%). Revenue grew 17.3% to $1.44B (from $1.23B). Same-facilit...

AstraZeneca (AZN) H1 2026 — AstraZeneca (AZN), the UK-based global pharma giant and world leader in oncology, reported H1 & Q2 2026 this morning (period ended June 30, 2026): first-half revenue rose 9% (+6% CER) to a record $30,672M and core EPS jumped 12% to $5.21, with core operating profit up 11%. Q2 accelerated — revenue +6% to $15,384M and core EPS +21% to $2.63 on margin expansion and a...

D.R. Horton (DHI) Q3 FY2026 — D.R. Horton (DHI), America's largest homebuilder by volume, reported fiscal Q3 2026 (quarter ended June 30, 2026): diluted EPS of $3.20 beat the ~$3.07 estimate but FELL 5% year-over-year, with net income down 12% to $904.9M on flat revenue of $9.2B. Homes closed rose 4% to 23,983 (high end of guidance), but home sales gross margin slipped to 20.7% (off the ~24% peak)...

Honeywell (HON) Q2 2026 — Honeywell (HON) — now branded Honeywell Technologies and a pure-play automation company after spinning off Aerospace (HONA) on June 29, 2026 and Solstice Advanced Materials (SOLS) in late 2025 — reported a clean Q2 2026: adjusted EPS of $1.95 beat the ~$1.80 estimate (+10% YoY) on sales of $5.19B (+3% reported, +4% organic), segment margin expanded 100 bps to 19.0%, and o...

3M Company (MMM) Q2 2026 — 3M (MMM), the Post-it and Scotch-tape industrial icon, reported a clean Q2 2026 adjusted beat: adjusted EPS of $2.40 topped the ~$2.27 estimate (+11% YoY) on sales of $6.5B with adjusted organic growth of 5.4%, and adjusted operating margin rose 40 bps to 24.9%. GAAP was messier — EPS of $1.78 and a 15.1% operating margin (down 290 bps), weighed by a divestiture loss and...

Cleveland-Cliffs (CLF) Q2 2026 — Cleveland-Cliffs (CLF), the largest flat-rolled steelmaker in North America, delivered a genuine inflection quarter for Q2 2026: revenue of about $5.23B rose roughly 6% year over year, adjusted EBITDA roughly TRIPLED to about $286M — its highest in nearly two years — and free cash flow turned POSITIVE at about +$73M, the first positive FCF in two years, on steel sh...

Cleveland-Cliffs (CLF) Q2 2026 — Cleveland-Cliffs (CLF), the largest flat-rolled steelmaker in North America, delivered a genuine inflection quarter for Q2 2026: revenue of about $5.23B rose roughly 6% year over year, adjusted EBITDA roughly TRIPLED to about $286M — its highest in nearly two years — and free cash flow turned POSITIVE at about +$73M, the first positive FCF in two years, on steel sh...

Novocure (NVCR) Q2 2026 — Novocure (NVCR), the pioneer of Tumor Treating Fields cancer therapy (Optune), reported its strongest quarter ever for Q2 2026: record net revenue of $183.6M (+16% YoY) beat the ~$172M estimate, the net loss narrowed to -$0.13 (vs a -$0.33 estimate), gross margin expanded to 77.6%, and — for the first time in company history — adjusted EBITDA turned POSITIVE at +$10.8M. G...

Teck Resources (TECK) Q2 2026 — Teck Resources (TECK), the Vancouver miner transforming from a coal-and-metals house into a focused copper producer, reported a record Q2 2026 (in C$, IFRS): adjusted EPS of C$1.93 crushed the ~C$1.41 estimate (a ~C$0.52 beat) on revenue of C$3.61B (+79% YoY). Adjusted EBITDA roughly tripled to ~C$2.2B — a record 61% margin — as copper production jumped 25% to 135,9...

PG&E Corporation (PCG) Q2 2026 — PG&E (PCG), the largest investor-owned utility in America, reported a clean core beat for Q2 2026: non-GAAP core EPS of $0.40 topped the ~$0.36 estimate (+29% YoY) and GAAP EPS was $0.33 (+38% YoY), though revenue of $5.90B missed the ~$6.2B estimate. Management REAFFIRMED full-year core EPS guidance of $1.64-$1.66 (up ~10% at the midpoint) and repeated its...