Charged Alpha Stock Encyclopedia

Spyre Therapeutics, Inc. (SYRE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no product revenue, ever. Net loss $36.200M vs $36.717M. EPS -$0.36 vs a -$0.759 bar - but the entire beat was a $40.0M pegzilarginase milestone on a drug sold in 2023, which the 10-Q says is owed to CVR holders. Ex-milestone EPS -$0.768: no beat. Cash $1,145.3M, no debt. Released 4:02pm ET Aug 4 (AMC), so Aug 5 is th...

Kulicke and Soffa Industries, Inc. (KLIC) Q3 FY2026 — Q3 FY2026 (quarter ended July 4, 2026): net revenue $330.409M, +122.6% y/y and +36.2% q/q. Non-GAAP EPS $1.20 vs a ~$1.06 bar and the company's own $1.00 May guide; GAAP EPS $1.07. Gross margin 47.8%. Q4 guided to $375M and $1.42. The 8-K landed 4:07pm ET Aug 5 (AMC), so Aug 6 is the reaction: $93.84 to $90.66, DOWN 3.39%. Revenue more than dou...

GRAIL, Inc. (GRAL) Q2 2026 — Q2 2026: revenue $44.687M, +25.7% y/y, beating a ~$42.4M bar. Galleri volume +35% to more than 61,000 tests. Loss per share $2.56 vs a $2.66 estimate - a beat. But the operating loss WIDENED to $173.783M from $158.854M. The stock closed -14.53% on Aug 6, then rebounded 9.59% on Aug 7. GRAIL lost $2.56 a share against a $2.66 estimate and beat. Take out the $56.5M benef...

Ouster, Inc. (OUST) Q2 2026 — Q2 2026: revenue $54.626M, +55.9% y/y, beating a ~$51.5M bar by ~6%. GAAP gross margin 48.85%, the best ever. Net loss $18.114M ($0.27/sh). Adjusted EBITDA loss $4.453M. Reported AMC Aug 6; the stock closed -4.78% on Aug 7 after trading up 8.6% intraday. Ouster grew revenue 55.9% to $54.6M. Put the Stereolabs acquisition into both years, as its own 10-Q does, and it i...

Revvity, Inc. (RVTY) Q2 2026 — Q2 2026: revenue $729.7M, +1.3% y/y. GAAP EPS from continuing operations $0.48; adjusted $1.41 vs a $1.21 bar. But the release says $16M of tariff refunds sit inside that, about $0.11 of EPS. BMO Aug 4; the stock closed -3.32%. Revvity beat by 20 cents - $1.41 against $1.21 - and raised full-year guidance. Its own release says about $0.11 came from tariff refunds. St...

Cirrus Logic, Inc. (CRUS) Q1 FY2027 — Q1 FY2027: revenue $459.7M, +12.9% y/y, a record first quarter. GAAP EPS $1.47; non-GAAP $1.84 vs a $1.81 non-GAAP bar. But the 10-Q puts one end customer at 90% of net sales vs 86%. Reported AMC Aug 5; Aug 6 close -4.57%. Cirrus Logic posted a record June quarter - revenue up 12.9%, non-GAAP EPS up 21.9%. It also came out of that quarter MORE dependent on one...

Cheniere Energy, Inc. (LNG) Q2 2026 — Q2 2026: revenue $5,732M, +24% y/y. Consolidated Adjusted EBITDA $1,804M, +27%. Cheniere Distributable Cash Flow $1.17B on 184 cargoes. GAAP diluted EPS $14.65 - but the $3.11 bar is non-GAAP, and on that basis it was $3.02, a 2.9% MISS. Guidance RAISED again. Reported BMO Aug 6: +4.32%, then -3.62%. Cheniere raised full-year guidance a second time, and the Ad...

Vishay Intertechnology, Inc. (VSH) Q2 2026 — Q2 2026 (ended July 4, 2026): GAAP revenue $888.6M, +16.6% y/y. Diluted EPS $0.19 vs a $0.1452 bar - a 30.9% BEAT, and adjusted EPS equals GAAP EPS exactly. Operating margin 6.0% from 2.9%. The 8-K was accepted 7:30am ET Aug 5 (BMO), so Aug 5 IS the reaction: $38.85 to $33.18, DOWN 10.61%. Aug 7 recovered to $35.41. Vishay beat by 31% against a bar that...

Redwire Corporation (RDW) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $117.1M, up 89.6% y/y, a record. Adjusted EPS -$0.09 vs a ~-$0.156 bar - a BEAT (the -$0.19 on the screens is GAAP). Gross margin a record 27.8% vs -30.9%. Adjusted EBITDA -$3.2M. 8-K accepted 4:28pm ET Aug 5 (AMC), so Aug 6 is the reaction: closed $11.83 (+10.4%); Aug 7 added 14.9% to $13.59. Redwire posted record...

ACM Research (ACMR) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $292.9M vs a $269.3M bar - a beat, up 36.0% y/y. Non-GAAP diluted EPS $0.61 vs a $0.4186 bar - a 46% beat. GAAP diluted EPS $1.23 vs $0.44. The 8-K was accepted 7:37am ET Fri Aug 7, BEFORE the open, so Friday IS the reaction: the stock opened $91.14 (+15.4%) and CLOSED $83.80, up 6.10%, giving back more than half the pop....

Dropbox (DBX) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $631.5M vs a $626.7M bar - a beat, up 0.9% y/y. Non-GAAP diluted EPS $0.75 vs a $0.739 bar - a beat. GAAP diluted EPS $0.42, DOWN from $0.45. The 8-K was accepted 4:08pm ET Thu Aug 6, AFTER the close, so FRIDAY Aug 7 is the reaction: DBX closed $34.81, UP 0.78% from $34.54. Dropbox beat on revenue and on earnings, and its free...

Rigetti Computing (RGTI) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $5.138M vs a $5.087M bar - a beat, UP 185% y/y. Gross margin 42.6% vs 31.4%. But non-GAAP diluted loss per share was $0.05 against a $0.046 bar - a MISS. GAAP diluted loss per share $0.16. The 8-K was accepted 4:05pm ET Thu Aug 6, AFTER the close, so FRIDAY Aug 7 is the reaction: RGTI closed $17.94, UP 8.5% from $16....

The Clorox Company (CLX) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $1.948B vs a $1.915B Street bar - a beat - but DOWN 2% y/y with organic sales -13%. Adjusted diluted EPS $1.66 vs a $1.64 bar - also a beat - but DOWN 42% from $2.87. GAAP diluted EPS $1.34, down 50% from $2.68. Gross margin 41.3% vs 46.5%, -520bp. The results 8-K was accepted 4:12pm ET Monday Aug 3, AFTER the...

Cognex Corporation (CGNX) Q2 2026 — Q2 2026 (13 weeks ended July 5, 2026): record revenue $291.263M, +16.9% y/y, the midpoint of the company's own $280-300M guide and 0.3% under a $292.1M Street bar - in line, not a miss. Adjusted diluted EPS $0.45 vs a $0.4238 bar and ABOVE its own $0.40-0.44 guide; GAAP EPS $0.43. Adjusted EBITDA margin 32.2% vs a 28-31% guide. GAAP operating margin 29.4% vs 17....

Lumen Technologies (LUMN) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $2,805M vs a $2,740M bar, but DOWN 9.3% year on year; loss per share excluding special items $(0.07) vs a $(0.134) estimate, a 6.4-cent beat on the same basis (Q1 $(0.47) + Q2 $(0.07) = the printed YTD $(0.54), so the basis ties). Adjusted EBITDA ex-specials $802M, DOWN 8.6%. Full-year 2026 guidance REITERATED. The...

Evergy, Inc. (EVRG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $0.88 vs $0.82, up 7.3%, against a $0.811 bar - an 8.5% beat on the same adjusted basis Evergy guides on. GAAP EPS was HIGHER at $0.91, up 23.0%, because a $7.9M venture gain was excluded. Revenues $1,500.1M vs a $1,363.3M bar. 2026 guidance REAFFIRMED at $4.14-4.34. The 8-K hit 7:00am ET Thursday Aug 6, BEFORE the o...

JFrog Ltd. (FROG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $163.8M vs $127.2M, up 28.7% and ACCELERATING from 25.8% last quarter, against a $155.6M bar - a 5.2% beat. Cloud revenue $87.5M, up 53%, now 53% of the mix vs 45%. Non-GAAP diluted EPS $0.27 against a $0.2405 bar, a 12.3% beat; GAAP was a LOSS of $0.03. The 8-K was accepted 4:10pm ET Thursday Aug 6, so Friday Aug 7 is the...

U-Haul Holding Company (UHAL) Q1 FY2027 — Fiscal Q1 2027 (quarter ended June 30, 2026): revenue $1,682.0M vs $1,630.5M, up 3.2%, against a $1,681.5M bar - in line. Net earnings available to common $122.9M vs $142.3M, down 13.6%. U-Haul reports TWO GAAP EPS figures under the two-class method: $0.58 on the Voting stock (UHAL) and $0.63 on the Series N Non-Voting stock (UHAL.B), against a $0.663 cons...

Warner Music Group (WMG) Q3 FY2026 — Fiscal Q3 2026 (quarter ended June 30, 2026): revenue $1,864M vs $1,689M, up 10.4% (+9.3% constant currency, +12.1% excluding a prior-year copyright settlement and the BMG termination). Adjusted OIBDA $433M, up 16.1%, margin 23.2% vs 22.1%. Adjusted EPS $0.51 vs $0.42, up 21%, against a Street bar of $0.39 - a 31% beat. GAAP EPS was also $0.39, up from -$0.03,...

BioMarin Pharmaceutical (BMRN) Q2 2026 — Q2 2026 (three months ended June 30, 2026): revenue $989.7M, +20%, vs $932M expected. Non-GAAP diluted EPS $1.20 vs a $0.945 bar - a 27% BEAT. GAAP diluted EPS $0.23, and both bases reconcile ($0.54 + $0.23 = the $0.77 GAAP half; $0.76 + $1.20 = the $1.96 non-GAAP half). Non-GAAP income FELL 16% and GAAP net income fell from $241M to $45M. Guidance raised....

News Corporation (NWSA) Q4 FY2026 — Q4 FY2026 (3 months ended June 30, 2026, and the full fiscal year): Q4 revenue $2,337M +11% (Adjusted Revenues +7%; $71M of currency). Q4 Total Segment EBITDA $423M +31%. Adjusted EPS $0.35 vs a $0.21 bar - a 67% BEAT. FY2026 revenue $9,028M +7%, net income from continuing operations $743M +15%, Total Segment EBITDA $1,627M +15%, free cash flow $811M +42%, buyba...

Oscar Health (OSCR) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): Total revenue $4,880.2M +70.4%. GAAP diluted EPS $1.10 vs a $0.40 bar - a 173% BEAT. Medical loss ratio 79.2% from 91.1%. Earnings from operations $388.6M vs a $230.5M LOSS. Effectuated membership 2,963,002, +46.2%. First half: operating earnings $1,092.7M, EPS $3.16. FY2026 operating earnings guidance RAISED to $500-700M from $...

Lyft (LYFT) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): Gross Bookings $5,504.2M +22.6% (bar ~$5.37B, a BEAT). Revenue $1,843.5M +16.1% (bar ~$1.81B, a BEAT). Adjusted EBITDA $177.2M +36.9%, 3.2% of Gross Bookings (a BEAT). GAAP diluted EPS $0.13 vs a $0.15 bar - a two-cent MISS, and Lyft publishes no adjusted EPS. Income from operations $2.4M to $47.6M. Free cash flow FELL 3.0% to $319.6M....

D-Wave Quantum (QBTS) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): revenue $3.076M vs a $4.027M bar (a 23.6% MISS) and essentially flat on $3.095M a year ago. GAAP net loss $48.028M, $(0.13) per share on 370,840,115 weighted shares, vs a Street bar near $(0.10) - a miss on either basis. Loss from operations $(53.278)M, up 101%. Total operating expenses $54.982M, up 93% (R&D +122%). Adjust...

Restaurant Brands International (QSR) Q2 2026 — Q2 2026 (3 months ended June 30, 2026): system-wide sales $12.702B, up 6.4% in constant currency; comparable sales +3.8%; net restaurant growth +2.9% to 33,156 restaurants. Total revenue $2.520B vs a $2.5445B bar (a MISS). Adjusted diluted EPS $1.07 vs a $1.04 bar (a 3-cent BEAT), up 12.9%. GAAP income from operations $716M, up 48.4%; net income from...