Charged Alpha Stock Encyclopedia

Flutter Entertainment plc (FLUT) Q2 2026 — Revenue $4,326M, up 3.3% and a small beat. But group adjusted EBITDA fell 45% to $508M, the US segment fell 70% to $119M, and GAAP was a $296M NET LOSS - $1.57 a share. The $0.49 the wires ran is adjusted, struck after $2.06/share of add-backs, and it still missed. Stock -9.8% to $94.71. Flutter, FanDuel's parent, reported adjusted EPS of $0.49 against a...

Eli Lilly and Company (LLY) Q2 2026 — Revenue $22,974M vs ~$20,490M expected, up 48% YoY - a $2.5B beat. Non-GAAP EPS $8.38 vs a REAL consensus near $8.81, not the $6.01 on the wires. But $8.38 is struck AFTER $3.03/share of acquired IPR&D. Like-for-like: $11.41 vs $8.81, a 30% beat. Eli Lilly grew revenue 48% to $23.0 billion and the wires called it a 39% beat against a $6.01 estimate. That e...

The Kraft Heinz Company (KHC) Q2 2026 — Adjusted EPS $0.56 beat the $0.53 estimate - and fell 18.8% from $0.69. GAAP EPS was -$4.60 on a $5.46B net loss driven by $7.35B of impairments. Net sales $6,262M, -1.4%. The print landed PRE-MARKET; $26.64 is the prior session's close, not a reaction. Organic sales fell 1.3%: price +1.3 points, volume/mix -2.6. Kraft Heinz raised prices and gave back two p...

GLOBALFOUNDRIES Inc. (GFS) Q2 2026 — Non-IFRS EPS $0.46 vs a consensus near $0.43, on revenue of $1,786M, +6%. Both revenue and gross margin beat the high end of guidance. But reported IFRS EPS was $0.30, DOWN 27%, and adjusted free cash flow was -$3M vs +$277M. The last close was $52.02, +4.0% - the session BEFORE the print. A foundry grows two ways: more wafers, or a higher price per wafer. GF s...

Uber Technologies, Inc. (UBER) Q2 2026 — Gross bookings $58.0B, +24% (+22% cc). Revenue $14.19B, +12% - but Uber's own release says business model changes cost 8 points of that growth. Adjusted EBITDA $2,819M, +33%, 4.9% of bookings vs 4.5%. GAAP EPS $1.17 includes a $1.6B equity revaluation; non-GAAP EPS $0.81. Last close $71.99. Every headline read Uber's 24% bookings growth against 12% revenue...

Arrowhead Pharmaceuticals (ARWR) Q3 FY2026 — Revenue $75,253K vs ~$44,170K expected - a 70% beat, +171% YoY. But the diluted loss was $1.36 vs $1.28 expected, an 8c MISS, on a $194,280K net loss. Of that $75.3M, $72.9M was collaboration revenue; REDEMPLO product sales were $2.4M. Arrowhead beat revenue by 70% and missed on earnings in the same release. Of $75.3M of revenue, $72.9M came from four p...

Expeditors International of Washington, Inc. (EXPD) Q2 2026 — Diluted EPS $2.03 vs a $1.68 consensus that had been RAISED 5.7% in 60 days. Revenue $3,502M, +32% - but net revenue, what Expeditors keeps after paying the carriers, was $1,085M, +20.8%. The stock closed +6.4% at $181.48. A freight forwarder books the whole freight bill as revenue, then books what it pays the airlines and shipping line...

Emerson Electric Co. (EMR) Q3 FY2026 — Adjusted EPS $1.71 vs Emerson's own $1.65-$1.70 guide and the Street's $1.68. Net sales $4,873M, +7%. Free cash flow $1,323M, +36%. Orders +7%. GAAP EPS $1.28 - but $0.11 of that is a tariff refund. Emerson beat and raised - and both moves are smaller than the headlines suggest. The $1.71 cleared the top of Emerson's OWN $1.65-$1.70 guide, issued 91 days earl...

Marathon Petroleum Corporation (MPC) Q2 2026 — Net income attributable to MPC $5,138M, or $17.73 diluted, vs $14.27 consensus - a 24% beat, and GAAP equals adjusted with ZERO add-backs. Revenue $52,337M, +53.5%. Adjusted EBITDA $8,460M vs $3,286M. Refining margin $36.33/bbl vs $17.58. But throughput FELL 3.8% to 2,944 mbpd and utilisation dropped to 94% from 97%. MPC closed $312.61, up just 1.8%....

Toast, Inc. (TOST) Q2 2026 — Revenue $1,908M, +23.1%, vs ~$1,873M consensus. GAAP diluted EPS $0.26 vs $0.13 (FactSet est $0.20) - the $0.34 in the data feeds is an adjusted figure Toast never published. Net income $154M. Adjusted EBITDA $221M. ARR $2,409M +25%. ~180,000 locations, record 9,500 net adds. GPV $60.7B. Free cash flow $130M vs $208M. FY26 guidance RAISED. TOST closed $33.81. Toast bea...

Gilead Sciences, Inc. (GILD) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $7,803M, +10%, vs ~$7.37-7.40B consensus - a ~$400M beat. GAAP diluted EPS -$8.45 (net loss $10,496M); non-GAAP -$6.75 vs ~-$7.26 expected. Both driven by $11,183M of acquired IPR&D worth -$9.08/share. Add it back and the quarter earned $2.33 vs $2.01. HIV $5,693M +12%; Yeztugo $232M vs $15M. GILD closed $135....

Pinterest, Inc. (PINS) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $1,179.7M, +18.2%, vs ~$1,148M consensus (+17% constant currency). Non-GAAP EPS $0.43 vs $0.36 expected. Adjusted EBITDA $311.3M vs $269.6M expected. GAAP net LOSS $46.7M; GAAP EPS -$0.08. Share-based comp $319.7M = 27.1% of revenue - larger than adjusted EBITDA. MAUs 640M, +11%. Q3 guide $1,190-1,210M (13-15%). PINS cl...

DigitalOcean Holdings (DOCN) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $281.2M, +28.6%, vs ~$279M consensus. Non-GAAP EPS $0.45 vs $0.26 expected - a 73% beat - but vs $0.59 a year ago. GAAP EPS $0.29. Pre-tax income $27.1M, -36%. Gross margin 55.0% from 59.9%. FY26 revenue guide RAISED to $1.170-1.180B (+30-31%); non-GAAP EPS guided $1.35-$1.40 vs $1.92 in 2025. DOCN opened $119.80...

TransDigm Group (TDG) Q3 FY2026 — Fiscal Q3 2026, the 13 weeks ended June 27, 2026. Net sales $2,741M, +22.5% (organic +13%), vs ~$2.68B consensus. Adjusted EPS $10.87 vs $10.30 expected and $9.60 LY. GAAP EPS $9.39. EBITDA As Defined $1,447M, +18.9%, margin 52.8% from 54.4%. Interest expense $514M, +29.5%. FY26 guidance RAISED: sales $10,470-10,550M, adj EPS $40.62-41.46. TDG opened $1,355.60 (+5...

Tower Semiconductor (TSEM) Q2 2026 — Q2 2026, quarter ended June 30. Revenue $460.1M, +23.7% YoY, vs ~$463.8M consensus (a MISS). GAAP EPS $0.80 basic / $0.79 diluted; adjusted diluted $0.88 vs $0.77. Gross margin 29.9% from 21.5%. Operating profit $90.3M, 2.26x. Q3 guide $520M, a record. TSEM closed $239.53, +2.2%. Tower posted its best quarter ever and guided to a record. Then we split the reven...

Kratos Defense (KTOS) Q2 2026 — Reported Aug 4, 2026 for Q2 2026, the quarter ended June 28. Revenue $458.8M, +30.5% YoY (+19.1% organic), vs ~$410.4M consensus. Adjusted EPS $0.21 vs $0.14 expected. GAAP EPS $0.02. Adjusted EBITDA $38.2M. FY26 revenue guide raised to $1.75-1.81B. KTOS closed $51.87, +5.4%. Kratos posted a double beat and raised guidance. Then we read the operating line: GAAP oper...

Astera Labs, Inc. (ALAB) Q2 2026 — Reported Aug 4, 2026 AFTER the close (release 4:05pm ET) for Q2 2026, the quarter ended June 30. Revenue $392.4M, +104.5% YoY and +27.3% QoQ, vs ~$360M consensus. Non-GAAP EPS $0.80 vs $0.64 expected. GAAP EPS $0.83. Q3 guide $540-560M. ALAB closed $361.67, +12.65% - but that move is PRE-print. Astera Labs printed a record quarter and the operating beat is real:...

Lattice Semiconductor Corporation (LSCC) Q2 2026 — Reported Aug 4, 2026 AFTER the close (call 5:00pm ET) for fiscal Q2 2026, the quarter ENDED JULY 4. Revenue $201.1M, +62.2% YoY, vs ~$185.5M consensus and a $175-195M guide - above its own HIGH end. Non-GAAP EPS $0.53 vs $0.44 expected, guide $0.42-$0.46. GAAP EPS $0.14. LSCC closed $138.00, +8.5% - but that move is PRE-print. Lattice printed a re...

Coupang, Inc. (CPNG) Q2 2026 — Reported Aug 4, 2026 BEFORE the open for Q2 2026 (quarter ended June 30). Revenue $8,856M, +3.9% YoY (+10% constant currency), vs ~$9,050M expected - a 2.2% MISS. GAAP EPS $(0.32) vs ~$(0.29). Adjusted EPS $(0.09) excludes $410M of Korean fines. Operating loss $(556)M. Adjusted EBITDA $163M, -62%. CPNG closed $16.78, +2.2%. Every headline read 'Coupang beats EPS by 6...

Arista Networks, Inc. (ANET) Q2 2026 — Reported Aug 4, 2026 AFTER the close for calendar Q2 2026 (quarter ended June 30). Revenue $3,035.7M, +37.7% YoY, vs ~$2.83B expected - a 7.3% beat and its first $3B quarter. Non-GAAP EPS $1.02 vs $0.89 (+14.6%), up 39.7%. GAAP EPS $0.95 vs $0.70. GAAP operating margin 45.4%, a five-quarter high. Q3 guide ~$3.3B, EPS $1.06-$1.08. ANET closed $190.51, a 52-wee...

Leidos Holdings, Inc. (LDOS) Q2 2026 — Reported Aug 4, 2026 BEFORE the open, for fiscal Q2 2026 - the 4-4-5 quarter ended JULY 3 (not June 30). Revenue $4,558M, +7% (+4% organic) vs ~$4,437M expected. Non-GAAP EPS $3.26 vs $2.91 - a 12.0% beat, but only +1.6% on $3.21 a year ago. GAAP EPS $2.81, DOWN 7%. FCF $761M vs $457M. Bookings $4.9B, book-to-bill 1.1, backlog $48.7B, funded backlog +44%. FY2...

Amgen Inc. (AMGN) Q2 2026 — Reported August 4, 2026 AFTER the US close, for the calendar quarter ended June 30, 2026. Total revenue $10,054M, +10% YoY vs ~$9,426M expected. Non-GAAP diluted EPS $6.29 vs $5.62 expected - an 11.9% beat - but only +4% against $6.02 a year ago. GAAP diluted EPS $4.37, up 65% from $2.65. Free cash flow $3,489M vs $1,911M. FY2026 guidance RAISED for the second time: rev...

Space Exploration Technologies Corp. (SPCX) Q2 2026 — Reported August 4, 2026 AFTER the US close - the first-ever quarterly report as a public company, for the calendar quarter ended June 30, 2026. Revenue $7,814M, +92% YoY, versus roughly $6.93B expected. Diluted loss per share $0.09 versus a $0.26 loss modelled. Net loss $541M, narrowed from $1,008M. Adjusted EBITDA $3,538M, +191%. All three seg...

Atkore Inc. (ATKR) Q3 FY2026 — Reported August 3, 2026 BEFORE the US open for fiscal Q3 2026 - the 13-week quarter ENDED JUNE 26, 2026 (not June 30; Atkore runs a 13-week fiscal quarter and a September 30 fiscal year end). In the SAME release Atkore announced a definitive agreement to be acquired by Prysmian S.p. A. for $95.00 per share in ALL CASH, an enterprise value of about $3.8 billion. Net s...

Rockwell Automation, Inc. (ROK) Q3 FY2026 — Reported Aug 4, 2026 pre-open, fiscal Q3 ended June 30, 2026. Sales $2,313M (+8% reported, +10% organic) beat ~$2,245M est. ADJUSTED EPS $3.49 BEAT ~$3.38 (+22% YoY); GAAP diluted EPS $3.65. FY26 guidance RAISED. Stock -7.9% to $442.84. Rockwell grew organic sales 10%, adjusted EPS 22%, and raised full-year guidance on both lines - and the stock fell 7.9...