Charged Alpha Stock Encyclopedia

Nokia (NOK) Q2 2026 — Nokia (NOK, NYSE ADR) reported Q2 & Half-Year 2026 on July 23, 2026. Comparable operating profit rose 18% YoY to €434M — a beat vs the ~€382M LSEG consensus — with comparable operating margin up 70bps to 9.0% and net sales of €4.82B, +8% reported (+9% constant currency). But on a REPORTED basis Nokia posted an operating LOSS of €50M, a −1.0% margin, as it accelerated rest...

Union Pacific Corporation (UNP) Q2 2026 — Union Pacific Corporation (UNP), North America's largest Class I railroad, reported RECORD Q2 2026 revenue of $6.86B (+12% YoY) with GAAP diluted EPS of $3.36 (+7%; adjusted $3.41, +13%), net income of ~$2.0B (+6%), and operating income of $2.76B (+9%) — a headline beat. But it was fuel-flattered: excluding fuel surcharge, freight revenue grew just +4% and...

Infosys Limited (INFY) Q1 FY2027 — Infosys (INFY), India's ~$43B #2 IT-services giant, reported Q1 FY2027 (quarter ended June 30) on July 23 — and the NYSE ADR sits at a fresh 52-week low near $10.60, down ~65% from a $30 high last December. The headline looked strong: revenue ₹48,211 cr (~$5.08B) +14% YoY and net profit ₹7,769 cr (~$805M) +12.2%, with operating margin a resilient 21.1%. But in th...

Rollins, Inc. (ROL) Q2 2026 — Rollins (ROL), the pest-control compounder behind Orkin, HomeTeam, Clark, Western and Fox, reported a rare Q2 2026 DOUBLE MISS: adjusted EPS of $0.32 missed the ~$0.34 estimate (though +6.7% YoY) and revenue of $1.079B came in light (still +7.9% YoY — its 99th straight quarter of growth). The real damage was margin: operating margin fell 110 bps to 18.7% and increment...

Badger Meter (BMI) Q2 2026 — Badger Meter (BMI), the debt-free leader in smart water metering (ORION/BEACON hardware + the BlueEdge software suite), reported a mixed Q2 2026: diluted EPS of $1.02 edged the ~$1.01 estimate but fell 13% YoY, on sales of $222.3M (-7% YoY vs last year's record $238.1M, +10% sequential). Operating margin slipped to 17.7% (-110 bps) and utility-water revenue fell ~8% Yo...

Lockheed Martin (LMT) Q2 2026 — Lockheed Martin (LMT), the world's largest pure-play defense prime (F-35, PAC-3/THAAD missile defense, Sikorsky, Space), reported a headline-grabbing Q2 2026: GAAP diluted EPS of $7.94 beat the ~$7.22 estimate (+444% YoY) on revenue of $20.1B (+11%), with free cash flow of $2.9B (vs -$150M a year ago) and every segment profitable. But the +444% is mostly optics — it...

RTX Corporation (RTX) Q2 2026 — RTX Corporation (RTX), the aerospace-and-defense prime (Collins Aerospace, Pratt & Whitney, Raytheon), reported a blowout Q2 2026: adjusted EPS of $1.89 crushed the ~$1.66 estimate (+21% YoY) on sales of $24.7B (+14%, +16% organic), operating margin expanded across all three segments, and free cash flow swung to +$2.9B (from -$72M a year ago). Management RAISED...

Thermo Fisher Scientific (TMO) Q2 2026 — Thermo Fisher Scientific (TMO) — the 'picks-and-shovels' arms dealer of the life-science and diagnostics industry — reported a strong Q2 2026: adjusted EPS of $6.03 beat the ~$5.71 estimate (+13% YoY) on revenue of $11.99B (+10% reported, +5% organic — a beat), with adjusted operating margin EXPANDING 90 bps to 22.8% and free cash flow surging 52% to $1.68B...

Molina Healthcare (MOH) Q2 2026 — Molina Healthcare (MOH), a pure-play government-sponsored managed-care insurer (~4.9M members across Medicaid, Medicare, and the ACA marketplace; ~$42B premiums, ~1% pretax margin at the trough), reported Q2 2026 adjusted EPS of $1.51, beating the ~$1.40 estimate — but down 72% from $5.48 a year ago, with GAAP EPS just $1.19 (−75%). Revenue fell ~4.8% to $10.9B. T...

Knight-Swift Transportation Holdings (KNX) Q2 2026 — Knight-Swift Transportation (KNX), the largest full-truckload carrier in North America, reported a Q2 2026 that signals the multi-year freight recession is finally inflecting: adjusted diluted EPS of $0.63 beat the ~$0.51 estimate (+80% YoY) on revenue of $2.10B (+12.6%), as the consolidated adjusted operating ratio improved 240 bps to 91.4% and...

STMicroelectronics (STM) Q2 2026 — STMicroelectronics (STM), one of Europe's largest chipmakers, reported a recovery quarter for Q2 2026: net revenue rose 26% YoY (and ~13% QoQ) to $3.49B — a touch ahead of estimates — as the deep automotive/industrial downturn finally turned. GAAP gross margin recovered to 34.8% (35.2% non-GAAP) and operating income swung to a $187M profit (5.4% margin) from a lo...

Southwest Airlines (LUV) Q2 2026 — Southwest Airlines (LUV), the low-fare giant remaking itself under activist Elliott, reported a strong Q2 2026 — its first full quarter with the entire transformation live. ADJUSTED EPS of $0.94 nearly doubled the ~$0.51 estimate (adjusted net income $465M), on record operating revenue of $8.4B GAAP (+16.4%, an all-time high) / $8.7B adjusted (+20.3%). On a GAAP...

QuantumScape (QS) Q2 2026 — QuantumScape (QS), the solid-state lithium-metal battery developer, reported Q2 2026 (quarter ended June 30) on July 22: a GAAP net loss of $98.2M, or -$0.16/share (beat the -$0.18 estimate; improved from -$0.20 a year ago), and an adjusted EBITDA loss of $64.2M (~flat YoY). Crucially, QuantumScape remains PRE-REVENUE: it booked $0 GAAP revenue (some data feeds erroneou...

Medpace Holdings (MEDP) Q2 2026 — Medpace Holdings (MEDP), the elite full-service contract research organization (CRO) that runs clinical trials for biotech and pharma, reported a strong Q2 2026: GAAP diluted EPS of $4.25 beat the ~$3.98 estimate on revenue of $707.3M (+17.2% YoY, from $603.3M). For a CRO the whole story is bookings — and net new business awards jumped 28% to $795.7M, a 1.13x book...

CSX Corporation (CSX) Q2 2026 — CSX Corporation (CSX) reported a record Q2 2026: revenue rose 10% YoY to a record $3.94B, diluted EPS of $0.54 beat the ~$0.52 estimate (+23% YoY), and net earnings rose 21% to ~$1.0B. The star was efficiency — the operating ratio improved 240 bps to 61.7% (best-in-class) as operating income jumped 17% to $1.51B and non-fuel costs fell 2% even as volume grew 6%. New...

International Business Machines (IBM) Q2 2026 — IBM (IBM) reported a genuine miss for Q2 2026 that it pre-announced 8 days early on July 14 — triggering a 25% single-day crash, its worst day on record (bigger than the 1987 crash; records go back to 1968) and roughly $60B of market value wiped out. Revenue was $17.16B, up just 1% YoY and about $700M short of the ~$17.86B consensus; operating (non-G...

Alphabet Inc. (GOOGL) Q2 2026 — Alphabet (GOOGL) reported a superb operating Q2 2026: revenue rose 24% YoY to $119.8B (its 12th straight double-digit quarter), operating income jumped 30% to $40.8B and operating margin expanded 2 points to 34%. Google Cloud was the star — revenue +82% to $24.8B with operating margin more than doubling to 35.6% (from 20.7%), proof the AI infrastructure is monetizin...

ServiceNow (NOW) Q2 2026 — ServiceNow (NOW), the enterprise-workflow and AI platform run by most of the Fortune 500, reported a Q2 2026 beat-and-raise: non-GAAP EPS of $0.90 topped the ~$0.86 estimate (+23% YoY) on total revenue of $3.99B (+24% YoY); subscription revenue was $3.88B (+24.5% YoY, +23% cc). cRPO reached $13.20B (+21% YoY) and total RPO $29.0B (+21%). Non-GAAP operating margin was 29....

Tesla, Inc. (TSLA) Q2 2026 — Tesla (TSLA) reported a record-but-hollow Q2 2026: revenue of $28.24B (+26% YoY) beat the ~$26.4B estimate and pushed trailing revenue past $100B for the first time ever, on a Q2-record 480,126 deliveries (+25%) and record 13.5 GWh of energy storage (+41%). But profit collapsed: GAAP operating income fell 57% to $398M — a 1.4% margin, down from 4.1% a year ago — and no...

Texas Instruments (TXN) Q2 2026 — Texas Instruments (TXN), the world's largest maker of analog chips, reported a clean beat-and-raise for Q2 2026: GAAP EPS of $2.14 topped the ~$1.91 estimate (+52% YoY) on revenue of $5.46B (+23% YoY), gross margin expanded to 61.4% (+347 bps) and operating profit jumped 48% to $2.31B (42% margin). Analog grew 26% to $4.37B (46% operating margin) and Embedded Proc...

Dr. Reddy's Laboratories Ltd. (RDY) Q1 FY2027 — Dr. Reddy's (RDY), the ~$9.5B Indian generics-and-specialty pharma, reported Q1 FY2027 (quarter ended June 30) on July 22 — and the NYSE ADR fell ~9.4% to a fresh 52-week low. Net profit collapsed 69% to ₹443 crore (~$46M) and revenue slipped 6% to ₹80.7B (~$837M), missing estimates by nearly half; EBITDA fell 56% and the margin more than halved, fro...

Otis Worldwide (OTIS) Q2 2026 — Otis Worldwide (OTIS), the world's largest elevator & escalator company and the biggest recurring maintenance-service annuity on Earth (~2.5M units under contract, moving 2.5B people a day), reported Q2 2026: revenue rose 7% to $3.86B (organic +6%, a beat), and GAAP EPS jumped 13% to $1.12 — but that was flattered by the absence of prior-year separation costs; t...

Moody's Corporation (MCO) Q2 2026 — Moody's Corporation (MCO), half of the global credit-ratings duopoly, reported a strong Q2 2026: revenue rose 15.1% YoY to $2.19B (beating by ~4.8%) and adjusted diluted EPS of $4.68 topped the ~$4.26 estimate (+31% YoY, ~10% beat). GAAP EPS was $5.03 (+57%) but is flattered by a one-time gain on a divested business — the cleaner number is the $4.68 adjusted. Th...

Equinor (EQNR) Q2 2026 — Equinor ASA (EQNR), Norway's state-controlled integrated oil & gas major, reported a strong Q2 2026. Net operating income more than DOUBLED YoY to $12.99B (from $5.72B), adjusted operating income was $11.48B pre-tax, and adjusted net income was $3.22B — $1.33/share — on a high-price quarter (European gas $15.8/mmbtu, liquids $97.9/bbl). Production grew 3% to 2.165M boe...

AT&T (T) Q2 2026 — AT&T beat on Q2 (adjusted EPS $0.65 vs ~$0.59), added a record 646K internet subscribers (367K fiber + 279K fixed wireless) and 432K postpaid phone lines, grew free cash flow to $4.7B, and accelerated buybacks toward ~$10B — the stock popped ~5% but is still ~30% off its 12-month high near $30. AT&T (T) — a ~$162B connectivity utility — slid ~30% to a low near $20.50...