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.

Bezoek zeker de website van de podcast en steun de maker: chargedalpha.podbean.com

Auteur

Colton Thomas

Categorie

Business

Website van de podcast

chargedalpha.podbean.com

Nieuwste aflevering

28 okt. 2026

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Afleveringen

TBBB Stock Q2 2026: BBB Foods Earnings - EBITDA Grew 13.8%, Or 43.8% 17.08.2026

BBB Foods (TBBB) Q2 2026 — BBB Foods is a foreign private issuer, so the 2Q26 release arrived on a Form 6-K, not an 8-K. It cleared EDGAR at 4:30pm ET on August 12, AFTER the close, so August 13 was the reaction session: the shares opened +8.2 pct and closed +16.31 pct at USD49.20, the highest close of the twelve-month window, on 4.4x average volume. They eased to USD47.79 on August 14. Everything...

EROC Stock Q2 2026: ERock Earnings - Revenue Fell 42%, Backlog Rose 10x 17.08.2026

ERock (EROC) Q2 2026 — Q2 2026 (quarter ended June 30), the first quarter reported since ERock listed on the NYSE on June 11 2026 at USD21.50. The 8-K cleared EDGAR at 4:19pm ET on August 11, AFTER the close, so August 12 IS the reaction session: it gapped up 16.62 pct and closed plus 22.84 pct on 2.56x volume. Two more sessions took it to USD16.72 - plus 48.62 pct, yet still 22.2 pct below the li...

DPC Stock Q2 2026: DPC Holdings Earnings - Record Revenue, And The Margin Fell 17.08.2026

DPC Holdings (DPC) Q2 2026 — Q2 2026 (quarter ended June 28). DPC Holdings, trading as Doncasters, listed on the NYSE on June 25 2026 - this is its first reported quarter as a public company. The 8-K cleared EDGAR at 7:05am ET on August 11, BEFORE the open, so August 11 IS the reaction session: it opened plus 1.11 pct, ran to plus 11.19 pct, traded BELOW the prior close intraday, and closed plus 4...

BLTE Stock Q2 2026: Belite Bio Earnings - The FDA Said Yes And The Stock Fell 7% 17.08.2026

Belite Bio (BLTE) Q2 2026 — Q2 2026 (quarter ended June 30). Belite is a foreign private issuer - no 10-Q, the quarter is a 6-K. It cleared EDGAR 9:50pm ET August 12, AFTER the close, so August 13 IS the reaction session: opened dead flat, closed -7.07 pct on 3.04x volume. On August 11 the FDA accepted the first New Drug Application ever filed in Stargardt disease and granted Priority Review. The...

STN Stock Q2 2026: Stantec Earnings - The Quarter One Business Line Paid For 17.08.2026

Stantec (STN) Q2 2026 — Q2 2026 (quarter ended June 30). The 6-K cleared EDGAR at 21:03 on Wednesday August 12, AFTER the close, so Thursday August 13 IS the reaction session: it opened -1.20 pct, fell as far as -4.59 pct intraday, then closed -0.32 pct on 1.60x volume. Stantec reported record net revenue, record adjusted EBITDA margin and a record CAD 9.2bn backlog, then raised its margin target....

SBS Stock Q2 2026: SABESP Earnings - The Interest Bill Ate The Tariff 17.08.2026

SABESP (SBS) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 18:55 ET Wednesday August 12, AFTER the close, so Thursday August 13 IS the reaction session: it opened -4.71 pct at USD4.86 and CLOSED -8.24 pct at USD4.68 on 5.05x normal volume.) Companhia de Saneamento Basico do Estado de Sao Paulo is the water and sewage utility for Sao Paulo state - 371 municipalities, privatised in...

ALH Stock Q2 2026: Alliance Laundry Earnings - Only A Quarter Of The Beat Was The Business 17.08.2026

Alliance Laundry Holdings (ALH) Q2 2026 — Q2 2026 (quarter ended June 30; the Item 2.02 8-K cleared EDGAR 07:12 ET Thursday August 13, BEFORE the open, so Thursday IS the reaction session: it OPENED +7.9 pct - the high of the day - then closed -7.9 pct from that open, -0.6 pct on the session.) Alliance Laundry's pre-tax profit improved by USD33.4M year on year. Only about USD8.0M of it - 24 pct -...

RIOT Stock Q2 2026: Riot Platforms Earnings - The $9.1B AI Lease Paid For In Bitcoin 17.08.2026

Riot Platforms (RIOT) Q2 2026 — Q2 2026 (quarter ended June 30; the 10-Q cleared EDGAR 17:01 ET Monday August 10, AFTER the close, so Tuesday August 11 IS the reaction session: it OPENED +21.5 pct, fell back to USD19.34, and CLOSED +4.33 pct on 4.54x normal volume.) Riot Platforms signed 241 megawatts of AI data-centre leases worth USD9.8bn in seven months and issued zero new shares to pay for it....

SUZ Stock Q2 2026: Suzano Earnings - The Pulp Price Rose And Profit Fell 64% 17.08.2026

Suzano (SUZ) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 18:11 ET Wednesday August 12, AFTER the close, so Thursday August 13 IS the reaction session: it opened +1.12 pct, which was the high of the day, and CLOSED -0.37 pct at USD7.99 on 1.51x normal volume.) Suzano is the largest producer of hardwood market pulp on earth. It prices pulp in dollars and reports in Brazilian reai...

BKD Stock Q2 2026: Brookdale Senior Living Earnings - The Margin That Never Moved 17.08.2026

Brookdale Senior Living (BKD) Q2 2026 — Q2 2026 (quarter ended June 30; the 8-K cleared EDGAR 16:18 ET Monday August 10, AFTER the close, so Tuesday August 11 IS the reaction session: it opened +2.41 pct at USD14.02, traded up to USD14.33, then CLOSED -8.33 pct at USD12.55 on 3.34x normal volume. By August 14 it closed USD12.64.) Brookdale is the largest US senior housing operator - 541 communitie...

ORKA Stock Q2 2026: Oruka Therapeutics Earnings - A $7.4B Bet On One Drug 17.08.2026

Oruka Therapeutics (ORKA) Q2 2026 — Q2 2026 (quarter ended June 30; the 8-K cleared EDGAR 07:00 ET Monday August 10, BEFORE the open, so August 10 IS the reaction session: opened -2.29 pct at USD96.56 and CLOSED +6.40 pct at USD105.14, on 0.68x normal volume. By August 14 it closed USD111.04, a 52-week high.) Oruka is a clinical-stage immunology company with no revenue, no debt and USD1.25B of cas...

EMBJ Stock Q2 2026: Embraer Earnings - A $110M Raise With $4M Of Business 17.08.2026

Embraer (EMBJ) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 06:19 ET Monday August 10, BEFORE the open, so August 10 IS the reaction session: opened +8.00 pct at USD78.85 and CLOSED just +1.08 pct at USD73.80, then fell to USD71.39 - BELOW the pre-print close - the next day.) Embraer posted its best-ever second quarter - USD2,235.3M of revenue, up 23 pct, 65 aircraft delivered,...

LEGN Stock Q2 2026: Legend Biotech Earnings - $657M Of Drug, No Profit 16.08.2026

Legend Biotech (LEGN) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 07:53 ET Tuesday August 11, BEFORE the open, so August 11 IS the reaction session: closed +5.66 pct at USD21.83 on 1.6x volume, then gave all of it back - USD20.37 by Friday, 1.4 pct BELOW the pre-print close.) CARVYKTI sold USD657M worldwide in the June quarter, up 50 pct, and Legend printed its first operating...

GLNG Stock Q2 2026: Golar LNG Earnings - A $2.45B Ship With No Charter 16.08.2026

Golar LNG (GLNG) Q2 2026 — Q2 2026 (quarter ended June 30; the 6-K cleared EDGAR 06:57 ET Thursday August 13, BEFORE the open, so August 13 IS the reaction session: opened +8.2 pct at USD55.27, closed +0.27 pct at USD51.21 on 2.4x volume.) Golar LNG printed its best quarter ever - revenue USD130.5M up 72 pct, Adjusted EBITDA USD127.4M up 159 pct - and the stock gave back 97 pct of an 8.2 pct openi...

MNDY Stock Q2 2026: monday.com Earnings - The Buyback Is Finished 16.08.2026

monday.com (MNDY) Q2 2026 — Q2 2026 (quarter ended June 30; the Form 6-K cleared EDGAR at 07:00 ET Monday August 10, BEFORE the open - so August 10 IS the reaction session. It opened down 12.6 pct at USD81.40, bottomed at USD80.22 and closed down 4.84 pct at USD88.62, then USD87.52 by August 14.) monday.com beat by 33 pct - non-GAAP diluted EPS of USD1.48 against a USD1.11 bar, revenue of USD364.6...

CBRS Stock Q2 2026: Cerebras Earnings - The Beat That Isn’t 16.08.2026

Cerebras Systems (CBRS) Q2 2026 — Second quarter 2026 (quarter ended June 30; the Item 2.02 8-K cleared EDGAR at 16:09 ET Wednesday August 12, nine minutes AFTER the close - so the reaction is Thursday August 13, down 11.9 pct to USD231.01, then USD218.98 on August 14.) The release led with core revenue of USD209.9M, up 103 pct, and a core net loss of only USD6.9M. The 10-Q income statement says r...

MSGE Stock Q4 FY2026: MSG Entertainment Earnings - There Is No Second Garden 16.08.2026

Madison Square Garden Entertainment (MSGE) Q4 FY2026 — Fiscal Q4 and full-year FY2026 (year ended June 30; the Item 2.02 8-K cleared EDGAR at 08:09 ET Wednesday August 12, BEFORE the open - so the reaction session is August 12 itself, up 11.40 pct to USD88.42, the highest close of the year, then back to USD85.44 by August 14.) MSG Entertainment reported the best year in its history - revenue of US...

INSW Stock Q2 2026: International Seaways Earnings - A Record Quarter, And A Red Day 16.08.2026

International Seaways (INSW) Q2 2026 — Q2 2026 (three months to June 30; the Item 2.02 8-K cleared EDGAR at 07:30 ET on Monday August 10, BEFORE the open - so the reaction session is Monday August 10 itself, down 2.18 pct to USD90.40. The shares then recovered to USD97.05 by Friday August 14, a 12-month closing high.) International Seaways printed the best quarter in its ten-year history - record...

REZI Stock Q2 2026: Resideo Earnings - The 20% Drop That Wasn’t A Guidance Cut 15.08.2026

Resideo (REZI) Q2 2026 — Q2 2026 (three months to July 4; the Item 2.02 8-K cleared EDGAR at 16:18 ET on Wednesday August 12, AFTER the close - so the reaction session is Thursday August 13, down 20.42 pct to USD20.46 on 7.9M shares, 3.3x normal volume.) Resideo beat on revenue, on Adjusted EBITDA and on Adjusted EPS, printed a record 43.6 pct gross margin at Products and Solutions, and fell 20.42...

EQPT Stock Q2 2026: EquipmentShare Earnings - 56% Of The Fleet Isn’t Theirs 15.08.2026

EquipmentShare (EQPT) Q2 2026 — Q2 2026 (three months to June 30; the Item 2.02 8-K cleared EDGAR at 16:48 ET on Wednesday August 12, AFTER the close - so the reaction session is Thursday August 13, up 3.53 pct to USD21.41 on 5.0M shares.) EquipmentShare grew revenue 26 pct to USD1,449M and Rental Segment revenue 39.5 pct, and reported Adjusted Core EBITDA of USD531M - so it now screens at 4.4x EV...

GDS Stock Q2 2026: GDS Holdings Earnings - A Beat Made Of One Line 15.08.2026

GDS Holdings Limited (GDS) Q2 2026 — Q2 2026 (three months ended June 30; the Form 6-K hit EDGAR at 08:15 ET on Thursday August 13, before the open, so Thursday IS the reaction session): net income RMB837.6M against a RMB70.6M loss, revenue RMB3,088.0M (USD455.1M) up 6.5 pct, guidance raised. The stock closed up 6.20 pct on 2.66x volume. GDS swung to a RMB837.6M net profit, raised full-year revenu...

IHG Stock H1 2026: InterContinental Hotels Earnings - The Buyback, Counted Twice 15.08.2026

InterContinental Hotels Group PLC (IHG) H1 2026 — H1 2026 (six months ended June 30; the Form 6-K hit EDGAR at 06:08 ET on Tuesday August 11, before the open, so Tuesday IS the reaction session): adjusted EPS 274.7c vs a 265c bar, IFRS basic EPS 283.3c, down 5.6 pct. The adjusted line BEAT; the stock rose 0.15 pct. IHG grew adjusted EPS 13.3 pct, lifted fee margin 120bp to 65.9 pct and raised the...

ATRO Stock Q2 2026: Astronics Earnings - Record Backlog, Shorter Runway 15.08.2026

Astronics Corporation (ATRO) Q2 2026 — Q2 2026 (thirteen weeks ended July 4; the Item 2.02 8-K hit EDGAR at 16:20 ET on Tuesday August 11, so Wednesday August 12 is the reaction session): revenue 260.0M USD up 27.0 pct, adjusted EPS 0.70 USD vs a 0.59 USD bar. Both lines BEAT; the stock rose 17.33 pct. Astronics beat the TOP of its own guidance by 10.0M USD, raised the full-year outlook a third ti...

LFTO Stock Q2 2026: Liftoff Mobile Earnings - A 42-Cent Beat, And A 20 Percent Drop 15.08.2026

Liftoff Mobile, Inc. (LFTO) Q2 2026 — Q2 2026 (quarter ended June 30; the 8-K hit EDGAR at 16:05 ET on Wednesday August 12, so Thursday August 13 is the reaction session): revenue 219.5M USD up 35.4 pct, loss per share 0.03 USD vs a 0.45 USD bar. Both lines BEAT; the stock fell 20.59 pct. Liftoff beat the earnings bar by 42 cents a share and revenue by 5.6 pct - then fell 20.59 pct. The beat was n...

ONDS Stock Q2 2026: Ondas Earnings - Revenue 13x, But 38 Percent Of It Was Bought 15.08.2026

Ondas Inc. (ONDS) Q2 2026 — Q2 2026 (three months ended June 30; the 8-K hit EDGAR at 08:26 ET on Thursday August 13, so August 13 is the reaction session): revenue 83.8M USD, up 13.4x, diluted loss 0.19 USD against a 0.09 USD bar. Guidance was RAISED and the stock still closed DOWN 8.80 pct on 1.56x volume. Ondas posted the best revenue line in its history - 83.8M USD, thirteen times a year ago -...

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