Charged Alpha Stock Encyclopedia

Allegro MicroSystems, Inc. (ALGM) Q1 FY2027 — Q1 FY2027 (quarter ended June 26, 2026) net sales were $259.243M, +27% YoY and above the top of management's own $245–255M guide — the sixth consecutive quarter of sequential growth. Non-GAAP diluted EPS of $0.23 beat the ~$0.21 consensus and rose more than 2.5x from $0.09; GAAP diluted EPS was $0.08 versus a $(0.07) loss a year ago. GAAP gross margin...

Verisk Analytics (VRSK) Q2 2026 — Verisk Analytics (VRSK) — the data monopoly behind the forms, rules and loss costs US property & casualty insurers write policies from — reported Q2 2026 (quarter ended June 30) before the open on July 29. Revenue was $806.3M (+4.3%, +5.8% organic constant currency), a slight beat; adjusted EPS $1.98 beat the $1.93 expected; FY26 guidance was reaffirmed. But G...

Aurora Innovation, Inc. (AUR) Q2 2026 — Revenue was $2M (vs $1M a year ago, beating the $1.7M estimate) against a $266M operating loss and a $270M net loss — EPS of −$0.14 vs the −$0.117 consensus. R&D was $211M (+11%), SG&A $50M (+39%), and cost of revenue was $7M against $2M of revenue, so gross margin was about −250%. Aurora used ~$225M of operating cash plus $31M of capex, ended with ~...

The Procter & Gamble Company (PG) Q4 FY2026 — Q4 net sales were $21.203B (+2%, a miss vs ~$21.38B); core EPS of $1.43 matched consensus but fell 3%, and currency-neutral core EPS fell 5%. Organic sales growth was 0% — volume 0%, pricing 0%, mix 0% — so all the reported growth was currency and rounding. GAAP EPS fell 15% to $1.26; core operating margin fell 130bps even with 460bps of gross prod...

ASE Technology Holding Co., Ltd. (ASX) Q2 2026 — Revenue was NT$191,064M (about US$6.05B), +26.7% YoY and +10.0% QoQ — an all-time record. Gross margin rose to 21.0% from 20.0% and operating income of NT$21,134M was +107% YoY; net income was NT$21,068M vs NT$7,521M. Basic EPS NT$4.80 = US$0.304 per ADS vs consensus near US$0.23. CONVENTION: ASE reports in New Taiwan dollars, 1 ADS = 2 common share...

Meta Platforms, Inc. (META) Q2 2026 — Meta Platforms (META) reported Q2 2026 (quarter ended June 30, 2026) after the close on July 29: revenue $60.80B, +28% YoY (+27% constant currency), a beat — but diluted EPS fell 13% to $6.18, missing the Street by roughly a dollar, and operating margin collapsed from 43% to 31%. Total costs and expenses rose 55% to $42.03B, including $2.40B of legal charges a...

Fortinet, Inc. (FTNT) Q2 2026 — Fortinet (FTNT) reported Q2 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, in an 8-K under Item 2.02. Revenue was $2,047.9M, +25.6% YoY (from $1,630.0M) versus roughly $1,888M expected; non-GAAP diluted EPS $0.90 versus about $0.75 expected (+41% YoY, a ~20% beat) and GAAP diluted EPS $0.82 (+44%). GAAP operating income was $689.3M at a 33.7% m...

QUALCOMM Incorporated (QCOM) Q3 FY2026 — Qualcomm (QCOM) reported fiscal Q3 2026 (quarter ended June 28, 2026) after the close on July 29: revenue $9,947M, down 4% YoY but at the high end of its own guide; GAAP EPS $1.87 (-23%) and non-GAAP EPS $2.21 (-20%), a penny or two under the ~$2.23 consensus. The line that matters is below the revenue: GAAP operating income fell 41% to $1,626M, operating m...

Microsoft Corporation (MSFT) Q4 FY2026 — Microsoft (MSFT) reported fiscal Q4 2026 (quarter ended June 30, 2026) after the close on July 29, 2026, alongside its FY26 10-K. Revenue was $90.007B, +18% YoY (+17% constant currency) versus roughly $87.6B expected; GAAP diluted EPS $4.81 (+32%) and adjusted EPS $4.74 versus about $4.24 expected; operating income $40.6B (+18%) at a 45.1% margin. Azure and...

Lam Research Corporation (LRCX) Q4 FY2026 — Lam Research (LRCX), one of the four indispensable wafer-fab equipment makers alongside ASML, Applied Materials and KLA, reported fiscal Q4 2026 (quarter ended June 28, 2026) after the close on July 29: revenue $6.722B (+30.0% YoY, +15.1% QoQ), GAAP diluted EPS $1.81 and non-GAAP $1.82 (vs $1.68 consensus), GAAP gross margin 51.7% and operating margin 37...

Arm Holdings plc (ARM) Q1 FY2027 — Arm Holdings (ARM), the UK-based company whose CPU architecture sits inside almost every smartphone on earth and a fast-growing share of AI data centers, reported fiscal Q1 2027 (quarter ended June 30, 2026) after the close on July 29: revenue rose 22% YoY to a record $1,289M, beating the $1.26B guide; royalty revenue +22% to $715M with data-center royalties more...

General Dynamics Corporation (GD) Q2 2026 — General Dynamics (GD), the maker of Virginia- and Columbia-class submarines, Abrams tanks, GDIT government IT services and Gulfstream business jets, reported Q2 2026 (quarter ended July 5, 2026) before the open on July 29: revenue $14.094B (+8.1% YoY, beating the ~$13.52B consensus) and diluted EPS $4.24 (+13.4%) versus $3.96 expected — a 28-cent beat, w...

Fortrea Holdings Inc. (FTRE) Q2 2026 — Fortrea (FTRE), the CRO spun out of Labcorp in 2023, reported Q2 2026 revenue of $678.2M (beating the $660.4M consensus but DOWN 4.5% from $710.3M a year ago), adjusted EBITDA of $58.7M at an 8.7% margin versus 7.7%, and adjusted EPS of $0.23 against a $0.19 estimate - while posting a GAAP net loss of $(13.2)M, or $(0.14) per diluted share. The bridge between...

United Microelectronics Corporation (UMC) Q2 2026 — United Microelectronics (UMC), Taiwan's mature-node specialty foundry, reported Q2 2026 revenue of NT$68.73B (US$2.18B, +12.6% QoQ, +17.0% YoY) at the top end of guidance, gross margin up to 32.5% from 29.2%, operating income up 32.6% to NT$14.95B on utilization of 85% and wafer shipments up 10.6%. Net income attributable of NT$42.26B was up 161%...

SK hynix Inc. (SKHY) Q2 2026 — SK hynix (SKHY), the HBM leader that supplies the memory stacked next to nearly every AI accelerator, reported the largest quarter in Korean corporate history: revenue KRW 79.3T (+257% YoY), operating profit KRW 60.5T at a 76% margin (+557%), and net profit KRW 93.9T - a 118% net margin, meaning profit exceeded revenue. But it MISSED (street: KRW 84T revenue / KRW 64...

NXP Semiconductors N.V. (NXPI) Q2 2026 — NXP Semiconductors (NXPI), the Eindhoven-based chipmaker that derives ~55% of revenue from automotive, reported Q2 2026 (quarter ended June 28, 2026) after the close on July 28: record revenue of $3.496B, up 19.5% YoY and 9.9% sequentially, with non-GAAP EPS of $3.61 beating the $3.50 consensus and GAAP EPS of $3.02. Non-GAAP gross margin expanded 150bps Yo...

Rambus Inc. (RMBS) Q2 2026 — Rambus (RMBS), the memory-interface chip and silicon-IP company that sits between the processor and the memory in every AI server, reported Q2 2026 (quarter ended June 30, 2026) after the close on July 27: record revenue of $207.4M (+20% YoY), above its own $192-198M guide; record product revenue of $99.2M (+22% YoY, +13% QoQ); royalties $84.3M (+23%); contract & o...

Grifols, S.A. (GRFS) H1 2026 — Grifols, S.A. (NASDAQ: GRFS), the Barcelona-based plasma fractionator and one of only a handful of companies worldwide that can turn donated blood plasma into immunoglobulins, albumin and alpha-1 at scale, reported Half-Year 2026 results after the European close on July 28: revenue of €3,574M, +2.6% at constant currency but -2.8% as reported (a ~€197M FX translation...

The Coca-Cola Company (KO) Q2 2026 — The Coca-Cola Company (KO) reported Q2 2026 (three months ended July 3, 2026) before the open on July 28: net revenue $13.38B (+6.7% YoY, beating the ~$13.16B consensus), organic revenue +6% (4 pts concentrate sales, 2 pts price/mix), global unit case volume +5%, operating margin 34.9% vs 34.1% (comparable 35.6% vs 34.7%), reported EPS $1.03 (+16%) and comparab...

The Boeing Company (BA) Q2 2026 — Boeing (BA) reported Q2 2026 (quarter ended June 30, 2026) before the open on July 28: revenue $24.56B (+8% YoY, beating the ~$24.25B consensus) on 171 deliveries (+14%), but a GAAP loss of $0.67/share and a core loss of $0.76 vs the ~$0.30 loss expected — more than double the miss, driven by a fresh $280M charge on the VC-25B (Air Force One) program that pushed c...

Teradyne, Inc. (TER) Q2 2026 — Teradyne, Inc. (TER), one of the two companies that dominate automated semiconductor test equipment alongside Advantest of Japan, reported Q2 2026 (quarter ended June 28, 2026) after the close on July 28. Revenue was $1.329B, +103.9% YoY from $651.8M and up 3.6% sequentially, exceeding the high end of the company's own guidance and marking a second consecutive quarte...

Seagate Technology Holdings plc (STX) Q4 FY2026 — Seagate Technology Holdings plc (STX), one of only two companies that matter in nearline hard disk drives, reported fiscal Q4 2026 (quarter ended July 3, 2026) after the close on July 28. Revenue was $3.629B, +48.5% YoY; GAAP gross margin 52.3% and non-GAAP gross margin 52.7%, against 37.4% and 37.9% a year ago; GAAP diluted EPS $5.58 (vs $2.24) an...

KLA Corporation (KLAC) Q4 FY2026 — KLA Corporation (KLAC), the dominant supplier of semiconductor process-control (inspection and metrology) equipment with roughly 58% market share, reported fiscal Q4 2026 (quarter ended June 30, 2026) after the close on July 28. Revenue was a record $3.658B, +15.2% YoY and above the midpoint of guidance; non-GAAP EPS of $1.05 beat the ~$1.02 consensus; non-GAAP g...

Corning Incorporated (GLW) Q2 2026 — Corning (GLW), the 175-year-old materials-science company that now supplies the optical fiber and connectivity wiring AI data centers, reported Q2 2026 (quarter ended June 30, 2026) before the open on July 28 — and beat. Core EPS of $0.78 topped the $0.75 consensus and rose 30% YoY; core sales of $4.74B beat $4.63B and grew 17%, the ninth straight quarter of Yo...

Celestica Inc. (CLS) Q2 2026 — Celestica (CLS), the electronics-manufacturing-services (EMS) firm that has become the quiet backbone of the AI data center, delivered another clean beat-and-raise for Q2 2026: adjusted (non-GAAP) EPS of $2.54 topped the ~$2.30 estimate (+83% YoY) on revenue of $4.70B (+62% YoY), with a record 8.2% adjusted operating margin. GAAP EPS was $3.17 (flattered by a one-tim...