Charged Alpha Stock Encyclopedia

SLB (Schlumberger) (SLB) Q2 2026 — SLB (Schlumberger) reported Q2 2026 and the stock jumped ~10-11%: adjusted EPS of $0.55 beat the ~$0.51 estimate on revenue of $8.97B (+5% YoY, +3% sequentially), with broad-based international offshore growth (Latin America, Europe & Africa, Asia) more than offsetting a 13% sequential drop in the disrupted Middle East. But this was a beat on a DOWN year: adj...

RELX PLC (RELX) H1 2026 — RELX PLC (NYSE: RELX), the information-and-analytics owner of LexisNexis, Elsevier and its Risk data business, reported strong first-half 2026 results (six months to June 30, reported in GBP): revenue of £4,871m (+7% underlying), adjusted operating profit up 9% to £1,727m as the group margin expanded to 35.5%, adjusted EPS of 68.6p (+11% constant currency), a 7% dividend...

Graco Inc. (GGG) Q2 2026 — Graco (GGG), the quiet niche leader in precision fluid-handling equipment, reported record Q2 2026 sales and operating earnings — but a lower-quality beat than the headline suggests. Adjusted EPS of $0.91 topped the ~$0.81 estimate (+17% YoY) and GAAP EPS was $0.87 (+14%), yet revenue of $590.6M rose only 3% and actually MISSED the ~$608M Street estimate. Operating earni...

Canadian National Railway (CNI) Q2 2026 — Canadian National Railway (CNI on the NYSE, CNR on the TSX) — the only railroad whose network reaches three coasts and one of North America's premier franchises — reported a Q2 2026 beat-and-raise (all figures in Canadian dollars, US GAAP): adjusted diluted EPS of C$2.08 beat the ~C$1.93 estimate (+11% YoY; reported EPS C$2.06, +10%) on revenue of C$4.75B...

World Kinect (WKC) Q2 2026 — World Kinect (WKC), the global fuel-logistics distributor formerly known as World Fuel Services, reported a record Q2 2026: adjusted EPS of $1.29 crushed the ~$0.75 estimate (a 72% beat and the best quarter in company history) on revenue of $13.6B (+50% YoY) and all-time-record consolidated gross profit of $350M (+50%). Adjusted EBITDA was $135.7M (beat by ~40%); GAAP...

Verizon Communications (VZ) Q2 2026 — Verizon Communications (VZ) reported a strong Q2 2026: adjusted EPS of $1.30 beat the ~$1.27 estimate (+6.6% YoY) and management RAISED full-year guidance for the second straight quarter (adjusted EPS to $4.99-$5.04, free cash flow growth to 9-10%). Total revenue was $34.3B (-0.7% YoY as equipment fell ~20% on lower upgrades), but service revenue grew 3.5%, ad...

NextEra Energy (NEE) Q2 2026 — NextEra Energy (NEE), the largest U.S. electric utility and the world's biggest generator of wind and solar, reported a solid Q2 2026 on July 24: adjusted EPS of $1.15 beat the ~$1.10 estimate (+9.5% YoY), though revenue of $7.53B missed the ~$8.0B consensus. Florida Power & Light earned $1.41B ($0.67/sh) as its regulated rate base grew 9.3%; NextEra Energy Resou...

The Vita Coco Company (COCO) Q2 2026 — The Vita Coco Company (COCO), the #1 coconut-water brand, reported a blowout Q2 2026: EPS of $0.82 crushed the ~$0.55 estimate (+116% YoY) on net sales of $216M (+28%), gross margin of 49% (vs 36% a year ago), and adjusted EBITDA of $67M (+$38M). Management RAISED full-year 2026 guidance (net sales $790–805M, adjusted EBITDA $154–161M) and announced the $175M...

Quest Diagnostics (DGX) Q2 2026 — Quest Diagnostics (DGX), one of the two national giants of U.S. lab testing, reported a strong Q2 2026: adjusted EPS of $3.12 beat the ~$2.82 estimate (+19.1% YoY) on revenue of $3.04B (+10.2%), with 10.0% ORGANIC growth; reported GAAP EPS was $2.84 (+15%). The engine was pure volume — requisitions rose 13.1% (organic +13.0%) — while revenue per requisition fell 2...

HCA Healthcare (HCA) Q2 2026 — HCA Healthcare (HCA), the largest for-profit hospital operator in the U.S., delivered a headline-beating Q2 2026 — then CUT its full-year guidance. Q2 diluted EPS of $7.62 rose ~12% YoY (vs $6.83) on revenue of $20.23B (+8.7%) and adjusted EBITDA of $4.03B (+4.6%) — but the adjusted EBITDA margin compressed from 20.7% to 19.9%, and management LOWERED FY2026 guidance...

TotalEnergies SE (TTE) Q2 2026 — TotalEnergies (TTE), the French supermajor and NYSE-listed ADR (1 ADR = 1 ordinary share), reported a blowout Q2 2026: adjusted net income surged 68% YoY to $6.0B and adjusted EPS hit $2.68 per ADR (beat ~$2.66, +71% YoY), on $9.8B of cash flow from operations (+48%) and $13.2B adjusted EBITDA (+27%). The engine was a commodity windfall — Brent averaged ~$104 (+53%...

United Rentals (URI) Q2 2026 — United Rentals (URI), the world's largest equipment-rental company, reported a record Q2 2026: adjusted EPS of $12.76 beat the ~$11.55 estimate (+22% YoY) on record revenue of $4.41B (+12%), with rental revenue up 12.7% to $3.85B and adjusted EBITDA of $2.06B at a 46.6% margin. Specialty rentals surged ~25%, fleet productivity rose 3.4%, and management RAISED full-ye...

T-Mobile US (TMUS) Q2 2026 — T-Mobile US (TMUS), America's postpaid wireless leader, reported a strong Q2 2026: diluted EPS of $2.99 beat the ~$2.60 estimate (+5% YoY), Core Adjusted EBITDA rose 12% to $9.5B, total service revenue grew 9% to $19.0B (industry-leading), and Adjusted Free Cash Flow was $4.8B — and management RAISED full-year cash guidance (Adjusted FCF to $18.4–$18.8B, operating cash...

Newmont Corporation (NEM) Q2 2026 — Newmont (NEM), the world's largest gold miner, reported a strong Q2 2026: a realized gold price of $4,414/oz drove record second-quarter free cash flow of $2.2B, adjusted EPS of $2.10 beat the ~$2.05 estimate (+47% YoY), net income was $2.2B ($2.06 GAAP), and the company returned $1.9B to shareholders ($1.7B buybacks + a $0.26 dividend). It ended the quarter wit...

Norfolk Southern (NSC) Q2 2026 — Norfolk Southern (NSC), one half of the eastern US rail duopoly, reported a record Q2 2026: railway operating revenue rose 11% to an all-time-record $3.5B (+$355M, on 4% volume growth; higher fuel surcharges were ~6 points of the growth), and ADJUSTED diluted EPS of $3.52 beat the ~$3.32 estimate (+7% YoY). But read past the headline: on a GAAP basis diluted EPS wa...

AppFolio (APPF) Q2 2026 — AppFolio (APPF), the software platform that runs the property-management industry, reported a strong Q2 2026: revenue grew 19% to $281.1M, non-GAAP EPS of $1.71 beat the $1.69 estimate, GAAP operating income rose 31% to $53M (an 18.8% margin), the non-GAAP operating margin expanded to 27.1%, and operating cash flow hit $88M — over 31% of revenue. Total units under managem...

Gentherm (THRM) Q2 2026 — Gentherm (THRM), the world leader in automotive climate-controlled seats, reported a record Q2 2026: revenue rose 11% to a record $416.2M (+9.5% ex-FX), and ADJUSTED diluted EPS of $0.75 crushed the ~$0.56 estimate (+39% YoY). New automotive business awards hit $690M, management RAISED full-year guidance (revenue $1.55–1.65B, adj EBITDA $185–200M, adj FCF $85–100M), and t...

VeriSign (VRSN) Q2 2026 — VeriSign (VRSN), the government-sanctioned monopoly operator of the .com and .net domain registries, reported a solid Q2 2026: diluted EPS of $2.38 (+8% YoY) narrowly missed the ~$2.42 estimate, but revenue rose 6.0% to $434.6M (a beat), operating income grew to $296.3M (a ~68% operating margin), and net income was $217M. The story was the domain name base turning back up...

MaxLinear, Inc. (MXL) Q2 2026 — MaxLinear (MXL), the fabless communications-chip maker that has reinvented itself as an AI data-center optical play, reported an explosive fiscal Q2 2026 (quarter ended June 30, 2026): revenue of $168.8M (+55% YoY, +23% QoQ) beat estimates, and non-GAAP EPS of $0.35 topped the ~$0.33 consensus (vs $0.02 a year ago). The engine was Infrastructure — the optical AI dat...

SAP SE (SAP) Q2 2026 — SAP SE (NYSE: SAP), the German enterprise-software giant and Europe's most valuable tech company, reported a strong Q2 2026: current cloud backlog of €22.9B (+27%, +26% cc), cloud revenue +22% to €6.28B, Cloud ERP Suite revenue +25%, total revenue +9% to €9.88B, and free cash flow +27% to €3.0B. Yet the U.S.-listed ADR fell to a fresh 52-week low near $146 — down ~51% over 1...

Comfort Systems USA, Inc. (FIX) Q2 2026 — Comfort Systems USA (FIX), the mechanical & electrical contractor at the center of the data-center construction boom, reported a record Q2 2026: GAAP EPS of $12.53 beat the ~$10.45 estimate (+92% YoY) on revenue of $3.27B (+50%), gross margin expanded to 25.9% and operating margin to 17.1% ($558M, +86%), and adjusted EBITDA rose 80% to $600M. Backlog h...

Intel Corporation (INTC) Q2 2026 — Intel Corporation (INTC), mid-turnaround under CEO Lip-Bu Tan, reported a blockbuster Q2 2026: adjusted EPS of $0.42 doubled the ~$0.21 estimate on revenue of $16.1B (+25% YoY — its fastest growth since 2011), gross margin inflected to 40.4% (+13 pts), and guidance topped the Street. Client (CCPG) rose 13% to $8.9B and Data Center (DCAI) surged 59% to $6.3B, toge...

Roper Technologies (ROP) Q2 2026 — Roper Technologies (ROP), the serial acquirer of niche vertical-market software and tech-enabled businesses (Deltek, Vertafore, Aderant, Neptune, Verathon), reported a clean Q2 2026 beat-and-raise: adjusted EPS of $5.38 topped its $5.25-5.30 guide (+10% YoY) on revenue of $2.11B (+9%, organic +5%), adjusted free cash flow rose 11% to $447M, and management RAISED...

argenx SE (ARGX) Q2 2026 — argenx (ARGX), the Dutch-Belgian immunology biotech behind the blockbuster VYVGART franchise (efgartigimod, an FcRn blocker), reported a strong Q2 2026: global product net sales of $1.5B (+60% YoY, +17% QoQ), operating profit more than doubled to $494M, net profit rose 93% to $472M, and diluted EPS nearly doubled to $7.32. The company is now solidly profitable and cash-g...

West Pharmaceutical Services (WST) Q2 2026 — West Pharmaceutical Services (WST), the near-monopoly maker of the elastomer stoppers, seals and delivery devices inside injectable drugs, reported a strong Q2 2026: adjusted EPS of $2.37 beat the ~$2.08 estimate (+29% YoY) on net sales of $872.3M (+13.8% reported, +12.7% organic), as High-Value Product Components (+19%) and Delivery Devices (+30%) rode...