Colton Thomas

Charged Alpha Stock Encyclopedia

Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.

Mindenképp látogasd meg a podcast oldalát, és támogasd a készítőjét: chargedalpha.podbean.com

Szerző

Colton Thomas

Kategória

Business

A podcast weboldala

chargedalpha.podbean.com

Legutóbbi epizód

2026. okt. 27.

Hol hallgathatod?

Podcastok az alkalmazásban Replaio Radio Hamarosan

A podcastok hamarosan megérkeznek az alkalmazásba. Telepítsd most, és láss elsőként egy teljesen új megközelítést a podcastokhoz

Letöltés a Google Play-ről Telepítsd ingyen Android közel 10 M letöltés · 4,8-as értékelés iOS hamarosan

Epizódok

CTRN Stock Q2 FY2026: 94% Of The Profit Goes Back Into The Stores 27.08.2026

Citi Trends, Inc. (CTRN) Q2 FY2026 — Q2 FY2026 (thirteen weeks ended August 1, 2026): net sales $211.632m vs $190.750m; comps +10.5%; gross margin 40.6% vs 40.0%; operating loss $1.707m vs income of $3.517m; net loss $0.931m vs income of $3.818m; EPS -$0.11 vs $0.48 basic. Released before the open on Tuesday Aug 25 (8-K accepted 06:52 ET). The shares gapped -12.07% to $65.38, made that the day's l...

JOYY Stock Q2 2026: 53% More Ad Revenue, Zero More Profit 27.08.2026

JOYY Inc. (JOYY) Q2 2026 — Q2 2026 (three months ended June 30, 2026): net revenues $590.8m vs $507.8m; operating income $13.8m vs $5.8m; non-GAAP operating income $49.1m vs $38.3m; non-GAAP net income $63.5m vs $77.0m; non-GAAP diluted EPS $1.24 per ADS vs $1.44. Released after the Tuesday Aug 25 US close, with the call at 9:00 PM ET Tuesday - 9:00 AM Wednesday in Singapore - so Wednesday Aug 26...

Woodside (WDS) H1 2026: The $1.7B Cheque Behind Both Headlines 27.08.2026

Woodside Energy Group Ltd (WDS) H1 2026 — H1 2026 (six months ended June 30, 2026): operating revenue $7,446m vs $6,590m; NPAT $1,672m vs $1,316m; underlying NPAT $1,334m vs $1,247m; basic EPS 88.2 US cps vs 69.4. Released to the ASX on the morning of Aug 25 Australian time - 19:00 US Central on Mon Aug 24, four hours after the NYSE close - so the ADSs gapped -4.62% on Aug 25 and closed -4.03% on...

Cadeler (CDLR) H1 2026: Cash Profit Doubled, Profit Halved 27.08.2026

Cadeler A/S (CDLR) H1 2026 — H1 2026 (six months ended June 30, 2026): revenue EUR 407.5m vs EUR 298.5m; EBITDA EUR 207.6m; profit EUR 87.9m vs EUR 167.7m; basic EPS EUR 0.24 vs EUR 0.48. Published 08:00 CET on Aug 25, six hours before the US open: the ADSs gapped +8.47% and closed +8.64% on 1.54x median volume, then gave back 3.23% on Aug 26. Cadeler's H1 2026 revenue rose to EUR 407.5m and its E...

TORM (TRMD) Q2 2026: A Record Quarter That Was Already Sold 27.08.2026

TORM plc (TRMD) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $662.8m, UP 110.28%; TCE earnings $512.0m; net profit $338.3m vs $58.7m; basic EPS $3.31, diluted $3.25. TCE per ship per day $59,301 vs $26,672. Announced BEFORE the bell Aug 26 (6-K accepted 06:06 ET, call 09:00 ET); shares opened -0.16% and closed -4.42% on 3.55x median volume. TORM plc reported the largest quarter in its...

Marzetti (MZTI) Q4 FY2026: One Restaurant Chain Is 30% Of The Company 27.08.2026

The Marzetti Company (MZTI) Q4 FY2026 — Q4 FY2026 (quarter and fiscal year ended June 30, 2026): Q4 net sales $465.0m, DOWN 2.19%; adjusted diluted EPS $1.46 vs a $1.40 bar; GAAP $1.76. FY2026 net sales $1,929.8m, adjusted EPS $6.83. Reported BEFORE the bell Aug 25 (8-K accepted 07:38 ET); shares gapped +2.74%, closed +1.37%, then fell 3.32% on Aug 26. Marzetti (formerly Lancaster Colony) reported...

Gold Fields (GFI) H1 2026: The Earnings Were Public 14 Days Early 27.08.2026

Gold Fields Limited (GFI) H1 2026 — H1 2026 (six months ended June 30, 2026): revenue $5,936.9m from continuing operations, UP 79%. Profit attributable to owners $1,854.6m, or $2.07 a basic share, UP 81%. Interim payout 1,625 SA cents, UP 132%. Released on SENS in Johannesburg on Aug 25; the ADSs closed +3.25% on 1.11x median volume. Gold Fields reported profit attributable to owners of $1,854.6m...

J.M. Smucker (SJM) Q1 FY2027: 80% Of The Raise Was A Tariff Refund 27.08.2026

The J.M. Smucker Company (SJM) Q1 FY2027 — Q1 FY2027 (quarter ended July 31, 2026): net sales $2,219.3m, UP 5.02%. GAAP diluted EPS $3.03; adjusted $3.24 against a $2.22 bar. FY2027 guide raised to $10.50-$11.00 from $9.75-$10.25. Reported BEFORE the bell Aug 26 (8-K header 07:02 ET); shares opened +7.45% and closed +4.34%. Smucker reported adjusted earnings of $3.24 a share against a $2.22 consen...

Semtech (SMTC) Q2 FY2027: Paid $1.24B, Selling It For $62M 27.08.2026

Semtech Corporation (SMTC) Q2 FY2027 — Q2 FY2027 (quarter ended July 26, 2026): net sales $341.9m, UP 32.73%, an all-time quarterly record. GAAP diluted EPS $1.59; adjusted $0.71 against a $0.614 bar. Q3 guided to $410.0m and $1.05. Reported AFTER the close Aug 25 (8-K header 16:06 ET); shares closed +10.41% on Aug 26 on 5.17x median volume. Semtech filed the largest quarter in its history - net s...

Williams-Sonoma (WSM) Q2 FY2026: A 6.2% Comp That Moved The Stock 1% 27.08.2026

Williams Sonoma (WSM) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 2, 2026): net revenues $1.96bn, UP 6.70%, comparable brand revenue +6.2%. GAAP diluted EPS $2.84; non-GAAP $2.10 against a $2.08 bar. Outlook RAISED. Shares opened -4.58% and closed +1.15% at $237.43 on 2.34x median volume. Comparable brand revenue grew 6.2%, the best of the eight filed quarters we assembled, and every brand was po...

Intuit (INTU) Q4 FY2026: They Changed What Earnings Means 27.08.2026

Intuit (INTU) Q4 FY2026 — Q4 FY2026 (year ended July 31, 2026): Q4 revenue $4,354m (+13.65%) vs a $4,266.8m bar; Q4 adjusted EPS $4.03 vs $3.58 - a 12.6% BEAT. Full year: revenue $21,448m (+13.90%), adjusted EPS $24.27 (+20.45%). Shares gapped -9.51% and closed -3.24% at $345.88. Effective August 1, 2026 - day one of the year it was guiding - Intuit stopped excluding share-based compensation from...

Abercrombie & Fitch (ANF) Q2 FY2026: Up 36% On A Zero Comp 27.08.2026

Abercrombie and Fitch (ANF) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $1,266.7m, UP 4.81%, a second-quarter record, against a $1,247.9m bar. Diluted EPS $4.17 against a $1.99 bar and $2.32 adjusted a year ago. CONSOLIDATED COMPARABLE SALES: +0%. Shares closed +35.67% at $147.75 on 12.27x median volume. The two brands traded places. Abercrombie brands comped +4% against -11%...

DICK’S Sporting Goods (DKS) Q2 FY2026: The Worst Day In 5,000 Sessions 26.08.2026

DICK'S Sporting Goods (DKS) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $5,586.8m, UP 53.2%, against a $5,642.9m bar. Operating income $440.8m, DOWN 2.5%. Non-GAAP EPS $3.53 against a $3.74 bar and $4.38 a year ago; GAAP $3.50 against $4.71. DICK'S Business comps +4.9%; Foot Locker proforma comps -3.6%. The shares closed at $124.31, down 30.68% on 38,849,960 shares. One ticker...

Napco Security (NSSC) Q4 FY2026: A Record Quarter With A Customs Refund Inside It 25.08.2026

Napco Security (NSSC) Q4 FY2026 — Q4 FY2026 (three months ended June 30, 2026): net revenue $55.809m, UP 10.03%, an all-time quarterly record. Net income $17.767m, UP 52.74%, also a record. Diluted EPS $0.50 against a $0.3867 Street bar - but the release states $0.09 of it is net tariff refunds. Shares OPENED UP 21.19% at $46.16, printed $51.77, and CLOSED DOWN 1.31% at $37.59 on 6.76x median volu...

PDD Holdings (PDD) Q2 2026: Revenue +8%, Earnings -12%, And A $61bn Portfolio 24.08.2026

PDD Holdings (PDD) Q2 2026 — Q2 2026 (three months ended June 30, 2026): total revenue RMB112,358m (US$16.6bn), UP 8.05%. Operating profit RMB27,764m, UP 7.64%. Net income attributable to ordinary shareholders RMB27,182m, DOWN 11.61%. Non-GAAP diluted EPS per ADS RMB19.33 (US$2.85); GAAP diluted RMB18.45 (US$2.72). Shares closed at $87.07, DOWN 1.48% after opening UP 2.91%. PDD Holdings grew reven...

Alvotech (ALVO) H1 2026: Revenue -30.8%, Guidance Unchanged, And A 2x Second Half 23.08.2026

Alvotech (ALVO) H1 2026 — H1 2026 (six months ended June 30, 2026): total revenue $211.9m, DOWN 30.80% from $306.1m. Adjusted EBITDA $46.9m vs $53.6m. Loss per share $0.22, basic and diluted. Full-year guidance REAFFIRMED unchanged at $650-700m of revenue and $180-220m of adjusted EBITDA, which requires the second half to be 2.07x to 2.30x the first. Alvotech's first-half revenue fell 30.80% to $2...

Lowe’s (LOW) Q2 FY2026: Sales +8.3%, Comps +0.2%, And A Bought Beat 23.08.2026

Lowe's (LOW) Q2 FY2026 — Q2 FY2026 (quarter ended July 31, 2026): net sales $25.96bn, UP 8.34%, but $176m BENEATH the $26.13bn bar. Comparable sales +0.2%. GAAP diluted EPS $4.27, flat to the cent. Adjusted $4.40 vs a $4.22 bar. Full year cut to the bottom of the range: $92.0bn of sales, GAAP EPS ~$11.75 and adjusted ~$12.25, both BENEATH last year. Lowe's grew net sales 8.34% and comparable sales...

ScanSource (SCSC) Q4 FY2026: 10 Cents vs 99 Cents, And A $220M Cheque 23.08.2026

ScanSource (SCSC) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $953.1m, UP 17.3%, against an $814.4m bar. Gross profit $119.8m, up only 14.0% - the gross margin FELL 35bp to 12.57%. Non-GAAP EPS $1.46 against a $1.14 consensus set by two analysts; GAAP $1.24. Full year: net sales $3.23bn, GAAP EPS $3.64, non-GAAP $4.24, free cash flow $113.8m. ScanSource runs two businesses throu...

Youdao (DAO) Q2 2026: A Record Quarter, Negative Equity, 92x Earnings 23.08.2026

Youdao (DAO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total net revenues RMB1,466.9m (US$216.2m), UP 3.48%, against a RMB1,560m consensus. Income from operations RMB111.5m, UP 287.33% - the highest quarter Youdao has ever disclosed and its eighth consecutive profitable one. Gross margin 48.9% from 43.0%. Non-GAAP RMB0.76 per share against a RMB0.26 bar; GAAP RMB0.62. Youdao printed the bes...

Navios Maritime Partners (NMM): Earnings Up 147% And Still 0.71x Book 23.08.2026

Navios Maritime Partners L.P. (NMM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $410.2m, UP 25.22%, on available days DOWN 1.76% and a fleet six vessels smaller. Earnings per common unit $5.78 GAAP and $4.65 adjusted, against a $4.35 bar. Adjusted EBITDA $242.2m, UP 40.30%. Fleet utilisation 99.4%. Navios Partners grew earnings per common unit 147.01% to $5.78 and its units still chan...

The Buckle (BKE): The 10% Dividend Yield That Nobody Actually Promised 23.08.2026

The Buckle (BKE) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $319.8m, UP 4.60% and the biggest second quarter in a decade, comparable store sales UP 2.1%, gross margin 47.43% to 47.85% - and operating profit still FELL 0.96% to $55.8m. Diluted earnings $0.87 against an $0.81 bar. The shares rose 2.74% on the reaction session, the 15th best of 252, after giving back 48% of thei...

Telix Pharmaceuticals (TLX): The $40 Million Cheque That Made The Profit 23.08.2026

Telix Pharmaceuticals (TLX) H1 2026 — H1 2026 (half-year ended June 30, 2026): revenue US$477.4m, UP 22.28%, gross margin 53.44% to 54.54%, and profit after tax of US$38.3m - more than any full year Telix has ever reported. Diluted earnings US$0.1074 a share against a US$0.0447 bar. The ADS rose 2.48% on the reaction session, then fell 8.78% the session after. Telix just earned more in six months...

KE Holdings (BEKE): The Revenue That Left Was Carrying Almost No Profit 23.08.2026

KE Holdings (BEKE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net revenues RMB 24.54bn, DOWN 5.66%, yet segment contribution rose 16.56% to RMB 8.22bn and net income doubled to RMB 2.62bn. Adjusted earnings of $0.42 per ADS beat a $0.31 bar by 35.5%. Results were released before the open on Friday August 21; the shares rose 4.47% to $17.75, with the overnight gap accounting for 124% of the w...

NetEase (NTES): The 23% Miss Never Touched The Games Business 22.08.2026

NetEase (NTES) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net revenues RMB 30.11bn (+7.94%), about 2.3% ahead of consensus, while adjusted earnings of $1.77 per ADS missed a $2.31 bar by 23.4%. Operating profit rose 33.42% to RMB 12.09bn. Results were furnished before the open on Thursday August 20; the shares fell 5.85% that session on 2.1x median volume and then rose 6.98% on Friday August...

COTY Stock Q4 FY2026: Coty Earnings - USD741M Went To A Buyback Hedge 22.08.2026

Coty (COTY) Q4 FY2026 — Coty reported Q4 FY2026 on an 8-K accepted 20:31:43 UTC, which is 16:31 ET, on Wednesday August 19, so Thursday August 20 is the reaction session and Friday August 21 is the last settled one. Shares ran plus 10.58 pct into the print with no company disclosure behind it, gapped to USD2.55 the next morning at minus 15.84 pct, closed minus 9.24 pct at USD2.75, then finished th...

Hallgasd a(z) Charged Alpha Stock Encyclopedia podcastot a Replaióban

Rádió és podcastok egy alkalmazásban - ingyen és regisztráció nélkül. Telepítsd még ma, és ne maradj le a premierről

Letöltés a Google Play-ről

A Replaio nem podcastkiadó; a műsorok nevei, borítóképei és hanganyagai a szerzőiket illetik, és nyilvános RSS-csatornákon keresztül terjednek.