Charged Alpha Stock Encyclopedia

Madison Air Solutions Corporation (MAIR) Q2 2026 — Reported the MORNING of July 30 (quarter ended June 30, 2026). Net sales $991.3M (+21.0% GAAP, +14% pro forma, +14.1% organic), adjusted EBITDA $265.8M at a 26.8% margin (DOWN from 27.5%), GAAP EPS $0.15 vs $0.31 adjusted, backlog $2,868.4M (+133.0%). FY26 sales guidance RAISED $75M to $3,825-3,925M while adjusted EBITDA guidance was REAFFIRMED un...

Arxis, Inc. (ARXS) Q2 2026 — Reported AFTER the close on July 29. Revenue $500.7M (+25.0%, 21.0% ORGANIC), adjusted EBITDA $211.5M (+37.6%) at a 42.2% margin, GAAP net LOSS $(4.9)M / EPS $(0.01) vs $0.28 adjusted, FCF $127.3M (+261%), FY26 guidance RAISED 10%. The stock then rose 27.9% in two sessions to an all-time high. Two things nearly every write-up got wrong: the market cap (feeds showing ~$...

Imperial Oil Limited (IMO) Q2 2026 — Imperial Oil reported Q2 2026 (quarter ended June 30) before the open on July 31. ALL COMPANY FIGURES ARE IN CANADIAN DOLLARS; the NYSE American quote is in USD. Net income C$2,190M vs C$949M (+130.8%), diluted EPS C$4.52 vs C$1.86, total revenues C$16,062M (+43.0%), free cash flow C$2,234M (+125%). No identified items. The stock closed US$128.80 -> US$129.5...

ICON plc (ICLR) Q2 2026 — ICON reported Q2 2026 (quarter ended June 30) after the close on July 29. Revenue $2,063.5M (+1.2%, +0.4% cc), adjusted EPS $2.56 vs $3.52 (-27.3%), adjusted EBITDA $327.2M / 15.9% (from 20.5%). Net book-to-bill 1.51x on gross bookings +24.1%. The stock went $178.18 -> $165.53 -> $163.57: about -8.2% in two sessions. The 1.51x book-to-bill was called 'optically a cr...

Neogen Corporation (NEOG) Q4 FY2026 — Neogen's fiscal year ends May 31, so the July 30 print is Q4 AND full-year FY2026 — not a calendar Q2. Q4 revenue $225.3M was FLAT (-0.1%), GAAP EPS $(0.05), FY26 revenue -2.7% with a net loss. The stock went $9.40 -> $12.04: about +28% in two sessions, a 12-month high. Something did improve: core growth hit 4.3%, Food Safety core 5.8% (best since FY23), ad...

Cameco Corporation (CCJ) Q2 2026 — Cameco reports in CANADIAN dollars and trades in New York in US dollars. Q2 2026: revenue C$814M (-7%), net earnings C$25M / C$0.06 (-92%), adjusted net earnings C$77M / C$0.18 (-75%), adjusted EBITDA C$391M (-42%). In US dollars that adjusted figure is ~$0.13 on ~US$573M. The stock was quoted up ~4% pre-market near $92, opened $90.63, traded to $91.38, reversed...

Bandwidth Inc. (BAND) Q2 2026 — Revenue $219.9M vs $180.0M (+22.2%), a BEAT vs ~$217.0M consensus. Non-GAAP EPS $0.37 (−2.6% YoY). Adj. EBITDA $27.8M (+26.9%). FY26 guidance RAISED again — and the stock fell 29.3%. A beat, a raise, and the worst day in company history — and the reason is footnote one. Bandwidth's revenue contains the service AND pass-through messaging surcharges remitted to carrie...

PTC Inc. (PTC) Q3 FY2026 — Revenue $600.0M vs $643.9M (−7%, −8% cc) — a MISS vs ~$611.6M consensus. Non-GAAP EPS $1.58 vs $1.64 (−4%), a penny ahead. But constant-currency ARR excluding divestitures grew 9.1% to $2.448B, above the 8–9% guide, net new ARR $60M beat, FCF $249M beat — and PTC RAISED FY26 guidance on every line. The stock rose 0.5% the next session to $136.30. Revenue −7%, ARR +9.1%,...

Stryker Corporation (SYK) Q2 2026 — Net sales $6.589B (+9.4% reported, +9.0% organic). Adjusted EPS $3.69 vs $3.13 (+17.9%) against ~$3.49 expected — a 20c beat. Adjusted operating margin 27.4%, up 170bps. GAAP EPS $3.30, +44.1%. FY26 guidance NARROWED and the low end RAISED: organic 8.3–9.3% (from 8.0–9.5%) and adjusted EPS $14.95–$15.10 (from $14.90–$15.10). And the stock fell 6.4% the next sess...

Fair Isaac Corporation (FICO) Q3 FY2026 — Revenue $674.2M (+25.7%) but ~$692M expected. Non-GAAP EPS $12.18 vs $8.57 (+42.1%) vs ~$11.97 est. GAAP operating margin 53.8% from 48.9%; 62% non-GAAP. Free cash flow $370.3M (+34.1%). Full-year guidance RAISED to $2.53B revenue and $42.43 non-GAAP EPS. And the stock fell 17.0% the next session, to $1,139.54. Fair Isaac beat, raised full-year guidance, p...

Ingram Micro Holding Corporation (INGM) Q2 2026 — Net sales $14,531.1M (+13.6%), above the high end of guidance. Non-GAAP diluted EPS $0.82 vs $0.61 (+34.4%) vs ~$0.74 est. Adjusted EBITDA $355.8M (+21.0%). Adjusted ROIC 8.4% to 10.8%. Dividend raised to $0.086. And adjusted free cash flow was NEGATIVE $527.3M. The stock closed at $28.21, DOWN 7.2%. Ingram Micro beat on every line it guides to — n...

GoDaddy Inc. (GDDY) Q2 2026 — Revenue $1,298.0M (+6.6%), top of guidance. Diluted EPS $1.83 vs $1.41 (+30%) vs ~$1.69 est. Operating income $342.5M (+28.6%), a record 26.4% margin. FCF $443.5M, and the ~$1.8B FY26 target reaffirmed. The stock closed at $82.74, DOWN 16.7%. GoDaddy beat, posted a record margin, generated $443.5M of free cash flow and reaffirmed $1.8B — and lost a sixth of its value...

Guardant Health, Inc. (GH) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported after the close on 30 July. Revenue $334.98M vs $232.09M (+44.3%) vs ~$314M consensus; non-GAAP loss $0.42/sh vs ~$0.75 expected. Shield revenue $52.9M on ~66,000 tests from $14.8M and ~16,000. FY26 guidance RAISED to $1.34-1.36B. Stock +6.3% to $161.99. Guardant Health grew revenue 44%, quadrupled Shield...

L3Harris Technologies, Inc. (LHX) Q2 2026 — Q2 2026 = the three months ended 3 July 2026, reported AFTER the close on 29 July. Revenue $5,881M vs $5,426M (+8.4%); GAAP diluted EPS $3.13 vs $2.44 (+28%) vs ~$2.80 consensus. Orders $7.3B, book-to-bill 1.2x, record $42B backlog, guidance RAISED. Then management delayed the missile-business IPO to 2027 — and the stock fell 8.6% next session, 11% intra...

Organon & Co. (OGN) Q2 2026 — Organon released Q2 2026 with its 10-Q on July 31 — no press release, no call, both suspended for the pending Sun Pharma merger. Revenue $1,558M, -2% reported but -5% ex-FX, missing ~$1,566M. Adjusted EPS $0.85, down 15%, missing ~$0.90. Adjusted EBITDA $461M, a 29.6% margin vs 32.7%. The stock closed at $13.55 — exactly unchanged. It didn't move because Organon i...

Tempus AI, Inc. (TEM) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported after the close on 30 July. Revenue $382.5M vs $314.6M (+22%): Diagnostics $289.3M (+20%), Data & Applications $93.2M (+28%, Insights +36%). Gross margin 64.4% from 62.0%. But operating expenses grew 25.5% against revenue at 21.6%, so the LOSS FROM OPERATIONS WIDENED to $(75.9)M from $(61.8)M. GAAP net inco...

Exxon Mobil Corporation (XOM) Q2 2026 — Revenue was ~$116.0B against a ~$98.4B consensus. GAAP earnings $14,525M ($3.48/sh) vs $4,183M ($1.00) in Q1; adjusted $14,680M ($3.52) — SHORT of the ~$3.68 estimate. Operating cash flow $23.6B; free cash flow $17,236M in one quarter — more than all of 2025's $23,612M. The stock closed $155.46, down 0.96% from $156.97, after running ~15% in thirty days. Ear...

Moderna, Inc. (MRNA) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported 31 July. Revenue $145M vs $142M — but NET PRODUCT SALES FELL to $94M from $114M while other revenue (grants, collaboration, stand-ready manufacturing) rose to $51M from $28M. Operating expenses $960M. Loss from operations $(815)M. Net loss $(782)M, better by $43M. GAAP EPS $(1.97) vs $(2.13) — in line; the beat...

Haleon plc (HLN) H1 2026 — H1 2026 = the SIX MONTHS ended 30 June 2026 vs H1 2025 — UK issuers report halves, not quarters. Revenue £5,602M, +2.6% ORGANIC; adjusted operating profit £1,364M, +8.2% CER; adjusted EPS 10.3p, +12.0% — but REPORTED operating profit FELL 2.6%. 1 HLN ADS = 2 ordinary shares, all $ at GBP/USD 1.3487. ADR $9.87. One number did the damage: 2.6% organic growth against Haleon...

Sony Group Corporation (SONY) Q1 FY2026 — Q1 FY2026 = the 3 months ended 30 June 2026, Q1 of the fiscal year ending 31 MARCH 2027. Sales ¥2,837.8B, +8.2% reported but about MINUS 1% in constant currency. Operating income ¥476.5B, +40.2%, a record Q1, margin 16.8% vs 13.0%. Net income ¥342.2B, +32.1%. Diluted EPS ¥57.82 vs ¥42.84 = $0.36 per ADS (1 ADS = 1 common share, FX ¥159.0). FY2026 operating...

AbbVie Inc. (ABBV) Q2 2026 — Revenue was $16.990B, +10.2% y/y (+9.5% operational), above the ~$16.77B consensus. Adjusted diluted EPS was $3.65, +22.9%, ahead of ~$3.60. GAAP diluted EPS was $2.03 vs $0.52. Adjusted operating margin 48.3%; adjusted tax rate 14.7%. Then AbbVie CUT full-year adjusted EPS guidance from $13.91-$14.11 to $13.87-$14.07 — a $13.97 midpoint vs ~$14.12 consensus. The stock...

BrightSpring Health Services, Inc. (BTSG) Q2 2026 — Revenue $3,873M, +23.0% (beat ~$3.66B by 5.9%). Adj EBITDA $205.5M, +44.2%. Adj EPS $0.45 vs $0.22 (13% beat). FY26 guidance RAISED. Leverage 2.15x. And the stock fell ~15% to ~$61.60 from a $72.88 close. BrightSpring beat on every line and raised guidance on both - and the stock fell about 15%. All figures are continuing operations (Community Li...

Tyler Technologies, Inc. (TYL) Q2 2026 — Revenue $645.1M, +8.2% (below the ~$648.0M consensus). Non-GAAP EPS $3.08, +0.9% (a 3c beat); GAAP EPS $2.23, +10.5%. GAAP operating income $95.1M, DOWN 0.5%. SaaS $230.6M, +21.7%. ARR $2.24B, +8.2%. FCF $118.5M, +34.7%. Stock closed $323.31 on 7/30, ~47% below its Aug-2025 high. Tyler Technologies' Q2 2026 has three headlines that contradict each other. Re...

Chevron Corporation (CVX) Q2 2026 — Net income $12,072M ($6.11/diluted share) vs $2,490M ($1.45). Adjusted $11,977M ($6.06), ~41c above consensus - the largest quarterly profit since 2022. Revenues $67,199M, +51.4%. Production 4,070 MBOED, +20%. Free cash flow $18,095M. ROCE 21.4%. Average Brent: $104/bbl vs $68. Chevron's Q2 2026 is the biggest quarter it has printed since 2022, and almost all of...

Starbucks Corporation (SBUX) Q3 FY2026 — Revenue $9,322.7M, -1.4% y/y on the China deconsolidation. Global comps +7.9% (transactions +4.2%, ticket +3.5%); North America +8.1%, U.S. +7.9%, International +5.7%. GAAP operating margin 10.5% (+60bps); non-GAAP operating margin 14.4% (+430bps). Non-GAAP EPS $0.85 vs $0.66 consensus (+70% y/y); GAAP EPS $0.91 (+85.7%), HIGHER than non-GAAP because the $5...