Charged Alpha Stock Encyclopedia

Delta Air Lines (DAL) Q2 2026 — Delta posted record adjusted revenue of $17.7B (+14%) and beat with adjusted EPS of $1.56 — but EPS fell 26% YoY on the highest quarterly fuel bill in its history, it affirmed rather than raised full-year guidance, and the stock slipped ~2% after a 76% run to record highs. Delta is no longer a commodity airline — premium cabins now out-earn the main cabin, the Ameri...

Nurix Therapeutics (NRIX) Q2 FY2026 — Nurix Therapeutics reported a fiscal Q2 net loss of $(0.81) per share on ~$9M of collaboration revenue — but the story is the June Roche partnership on its BTK degrader bexobrutideg ($700M upfront, up to $2.3B), which lifts pro-forma cash to ~$1.14B and has driven the stock ~200% off its lows to near $25. Nurix is a clinical-stage protein-degradation biotech w...

WD-40 Company (WDFC) Q3 FY2026 — WD-40 grew fiscal Q3 sales 24% to $195M, delivered adjusted EPS of $2.33 (GAAP $2.24) that crushed the ~$1.58 estimate, raised full-year guidance and added a $100M buyback — sending the stock ~15% higher to a fresh all-time high near $276. WD-40 is a genuinely wide-moat cult brand — ~85% awareness, 56%+ gross margins, real pricing power, and a global runway — that...

Simply Good Foods (SMPL) Q3 FY2026 — Simply Good Foods (Quest, Atkins, OWYN) beat with adjusted EPS of $0.42 vs $0.35, but net sales fell 6% to $357M, an $82M impairment drove a GAAP loss of $(0.58), Atkins collapsed 24.6%, and full-year guidance implies a down year. Simply Good Foods has fallen ~62% from ~$34 to ~$13. It's cheap (~6x EV/EBITDA), cash-generative, and squarely in the protein-snacki...

AZZ Inc. (AZZ) Q1 FY2027 — AZZ — North America's largest independent hot-dip galvanizer — grew Q1 sales 6.3% to a record $448.5M, beat with adjusted EPS of $1.85, raised full-year guidance on all three metrics, and hiked its dividend 20%; the stock jumped ~7% after hours. AZZ is a high-margin, essential industrial — galvanizing and coil coating that keeps steel from rusting — riding an infrastruct...

PriceSmart (PSMT) Q3 FY2026 — PriceSmart grew Q3 revenue 12.5% to ~$1.48B with comparable sales up 10.7%, but adjusted EPS of $1.28 landed just short of the ~$1.32 estimate and the stock — near an all-time high at ~37x earnings — dipped slightly. PriceSmart is the 'Costco of Latin America' — 57 membership warehouse clubs across 12 countries, a sticky membership annuity, a net-cash balance sheet, a...

Levi Strauss (LEVI) Q2 FY2026 — Levi Strauss beat on Q2 sales (+8% to $1.56B) and adjusted EPS ($0.28, +27%), raised full-year guidance for the fourth straight time and hiked its dividend 14% — yet the stock fell ~5% because the raised EPS midpoint (~$1.49) landed just below the most bullish estimates after a near-double off the lows. Levi's has transformed into a DTC-led denim-lifestyle brand — d...

Helen of Troy (HELE) Q1 FY2027 — Helen of Troy — owner of OXO, Hydro Flask, Osprey and Vicks — grew Q1 sales +8% and beat a rock-bottom estimate, but adjusted EPS fell 58% to $0.17 and the stock dropped ~10% to ~$25, down over 80% from its peak. Helen of Troy trades at roughly 7x forward earnings after an 80%+ collapse — a portfolio of genuinely good brands wrapped in ~3.5x leverage, tariff exposu...

General Mills (GIS) Q4 FY2026 — FY2026 net sales fell 5% (organic -2%) and adjusted EPS dropped 16% to $3.55 amid soft volumes, private label, and GLP-1 fears — and the stock has slid ~30% to ~$37, pushing the yield to ~6.6%. General Mills (Cheerios, Blue Buffalo, Betty Crocker) has been cut down to ~$37 (~10x earnings, ~6.6% covered yield) on real packaged-food headwinds. But the market is pricin...

FactSet (FDS) Q3 FY2026 — FactSet fell ~60% from its 2025 high (~$450) to ~$185 on AI-disruption fears — but Q3 revenue rose 6.4%, organic ASV grew 7.1%, EPS beat, and guidance was reaffirmed. FactSet is a wide-moat financial-data compounder (recurring ASV, ~34% margins, 27 straight years of dividend increases) that got de-rated from ~30x to ~15x on fears that AI kills the data terminal. The Q3 nu...

MSC Industrial (MSM) Q3 FY2026 — Q3 sales rose 7.8% to $1.05B and EPS jumped 41% to $1.44 as adjusted operating margin expanded to 10.6% — and the stock has run 40%+ off its lows to ~$120. MSC Industrial is a textbook cyclical recovery: sales re-accelerating (+4% → +7.8%), margins climbing (8.4% → 10.6%), EPS +41%. The catch is the price — the stock has run 40%+ to ~25x forward, and the Street's a...

UniFirst (UNF) Q3 FY2026 — UniFirst is being acquired by Cintas for $155 cash + 0.772 Cintas shares (~$295 today), but the stock trades near $274 — an ~8% spread reflecting FTC antitrust risk after a June 11 Second Request. This isn't a fundamentals story anymore — it's a merger-arbitrage bet. Cintas, the #1 uniform-rental company, is buying UniFirst. Shareholders approved on June 11, but the FTC...

Lindsay (LNN) Q3 FY2026 — Revenue fell 5% to $160.8M and EPS slipped to $1.53 as the ag down-cycle pressured irrigation, while infrastructure grew 8% and the MENA project lifted backlog. Lindsay is a rare thing: a net-cash, moat-owning compounder (Zimmatic irrigation + the Road Zipper) aggressively buying back its own stock right through a farm recession. The catch is the price — roughly 23x troug...

Greenbrier (GBX) Q3 FY2026 — Revenue fell 32% to $576.5M and missed estimates, EPS dropped to $0.60, and management trimmed full-year guidance — but the lease fleet grew 23% at 99% utilization. Greenbrier's earnings have collapsed from $6.35 a share last year toward ~$3 this year, guidance was just cut, and the Street rates it a Sell. Yet it's quietly becoming a rail-leasing company, trades below...

National Beverage (FIZZ) FY2026 — Shares popped double digits after National Beverage declared a $3.25/share special dividend — roughly 10% of the stock — even as case volumes fell 6.7%. The maker of LaCroix is one of the most under-covered stocks on the market: founder Nick Caporella owns ~73%, management holds no earnings calls, and almost no Wall Street analyst follows it. Sales were flat, volu...

STZ (Constellation Brands) reported Q1 FY2027 earnings on 2026-06-30. Stock fell 13.9% on the print. Here's the breakdown: Is STZ a buy, hold, or sell after this quarter? In this Constellation Brands (STZ) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings q...

NKE (Nike) reported Q4 FY2026 earnings on 2026-06-30. Stock fell 31.3% on the print. Here's the breakdown: Is NKE a buy, hold, or sell after this quarter? In this Nike (NKE) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pri...

PRGS (Progress Software) reported Q2 FY2026 earnings on 2026-06-30. Stock fell 44.8% on the print. Here's the breakdown: Is PRGS a buy, hold, or sell after this quarter? In this Progress Software (PRGS) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings qual...

CNXC (Concentrix) reported Q2 FY2026 earnings on 2026-06-29. Stock fell 22.2% on the print. Here's the breakdown: Is CNXC a buy, hold, or sell after this quarter? In this Concentrix (CNXC) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending w...

AVAV (AeroVironment) reported Q4 FY2026 earnings on 2026-06-29. Stock jumped 20.2% on the print. Here's the breakdown: Is AVAV a buy, hold, or sell after this quarter? In this AeroVironment (AVAV) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality -...

DRI (Darden Restaurants) reported Q4 FY2026 earnings on 2026-06-25. Stock jumped 0.3% on the print. Here's the breakdown: Is DRI a buy, hold, or sell after this quarter? In this Darden Restaurants (DRI) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings qual...

AYI (Acuity) reported Q3 FY2026 earnings on 2026-06-25. Stock jumped 2.3% on the print. Here's the breakdown: Is AYI a buy, hold, or sell after this quarter? In this Acuity (AYI) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clea...

SNX (TD Synnex) reported Q2 FY2026 earnings on 2026-06-25. Stock fell 2.4% on the print. Here's the breakdown: Is SNX a buy, hold, or sell after this quarter? In this TD Synnex (SNX) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a...

WS (Worthington Steel) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 4.0% on the print. Here's the breakdown: Is WS a buy, hold, or sell after this quarter? In this Worthington Steel (WS) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - e...

JEF (Jefferies) reported Q2 FY2026 earnings on 2026-06-24. Stock fell 4.3% on the print. Here's the breakdown: Is JEF a buy, hold, or sell after this quarter? In this Jefferies (JEF) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a...