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.
Be sure to visit the podcast's website and support the creator: chargedalpha.podbean.com
Author
Colton Thomas
Category
Podcast website
Latest episode
Oct 20, 2026
Where to listen?
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Episodes
MSGE Stock Q4 FY2026: MSG Entertainment Earnings - There Is No Second Garden 16.08.2026 15:16
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 14:57
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 9:51
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 15:03
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 14:37
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 13:47
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 14:59
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 14:00
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 14:59
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 -...
LUNR Stock Q2 2026: Intuitive Machines Earnings - Revenue 4x, But The Moon Business Loses Money 15.08.2026 13:17
Intuitive Machines, Inc. (LUNR) Q2 2026 — Q2 2026 (three months ended June 30; the 8-K hit EDGAR at 07:35 ET on Thursday August 13, so August 13 is the reaction session): revenue 206.2M USD, up 4.1x, loss per Class A share 0.29 USD against a 0.09 USD bar. The stock GAPPED DOWN 15.7 pct at the open, traded to 14.18 USD, then reversed the whole move to close 17.56 USD, up 3.60 pct. Friday added 8.26...
KEEL Stock Q2 2026: Keel Infrastructure Earnings - 985 Megawatts Priced, Zero Signed 15.08.2026 13:40
Keel Infrastructure Corp. (KEEL) Q2 2026 — The 8-K Item 2.02 hit EDGAR at 06:52 ET on Monday August 10, so August 10 is the reaction session. The stock barely gapped - it opened 3.85 USD against a 3.88 USD close - then bled all session and finished 3.40 USD, down 12.37 pct, on just 0.74x normal volume. Keel - formerly Bitfarms - did not lose its revenue, it switched it off. Bitcoin mining was 85 p...
BRUN Stock Q2 2026: Boost Run Earnings - The Loss Is An Artifact, The Capex Is Not 15.08.2026 8:56
Boost Run Inc. (BRUN) Q2 2026 — Q2 2026 (three months ended June 30; the 8-K Item 2.02 hit EDGAR at 08:46 ET on Friday August 14, so August 14 is the reaction session). The stock gapped to 26.25 USD against a 22.55 USD prior close, ran to 26.90 USD (+19.3 pct), then fell to 21.93 USD and closed 22.93 USD - just +1.69 pct, giving back 91 pct of the gain on 8.3x normal volume. Boost Run's first earn...
COGT Stock Q2 2026: Cogent Biosciences Earnings - The Science Won, The Price Already Paid 15.08.2026 12:57
Cogent Biosciences, Inc. (COGT) Q2 2026 — Q2 2026 (three months ended June 30; the 8-K hit EDGAR at 08:06 ET on Monday August 10, so August 10 is the reaction session): no revenue at all, net loss 96.4M USD, GAAP loss per share 0.52 USD vs a 0.55 bar. The print moved the stock just 2.03 pct on 0.68x volume - then a 400M USD equity program was filed at 17:17 the same day and the next session fell 6...
TME Stock Q2 2026: Tencent Music Beat Twice And Fell 12% - The Growth Was Bought 15.08.2026 13:13
Tencent Music Entertainment Group (TME) Q2 2026 — Q2 2026 (three months ended June 30; released before the open on Tuesday August 11, so August 11 is the reaction session): total revenue RMB 8,933M (US$1,317M) vs a US$1,300M bar, non-IFRS EPS US$0.25 per ADS vs a US$0.24 bar - a beat on both lines, and the stock still fell 11.9%. Tencent Music beat on revenue and earnings and fell 11.9% anyway. Re...
CRC Stock Q2 2026: EPS Missed 27% And The Stock Rose - The Hedge Book Explains Both 15.08.2026 8:56
California Resources Corporation (CRC) Q2 2026 — Q2 2026 (three months ended June 30; released before the open on Monday August 10, so August 10 is the reaction session): total revenue $1,297M vs a $960M bar, GAAP EPS $5.76, adjusted EPS $0.99 vs a $1.36 bar - a 27% miss. The stock gapped down 1.6%, then closed up 3.21%, and finished August 14 at $53.31. California Resources printed a 35% revenue...
YETI Stock Q2 2026: EPS Up 54%, Stock Down 11% - The Tariff Refund Behind The Beat 15.08.2026 15:03
YETI Holdings (YETI) Q2 2026 — Q2 2026 (13 weeks ended July 4; 8-K accepted 6:04am ET Aug 13, before the open, so Aug 13 is the reaction session): sales $483.9M up 8.5%, GAAP EPS $0.94 up 54%, adjusted EPS $0.67 against a $0.54 bar, guidance raised. The stock fell 10.56% that day on 4.6x volume and closed Aug 14 at $44.56. YETI grew sales 8.5%, printed a 66.7% gross margin, raised guidance and rep...
HTFL Stock Q2 2026: Heartflow Jumped 36% On A Guide That Says The Ramp Stops 15.08.2026 15:09
Heartflow (HTFL) Q2 2026 — Q2 2026 (quarter ended June 30; 8-K accepted 4:02pm ET Aug 13, after the close, so Friday Aug 14 is the reaction): revenue $64.1M up 47.6% and 13.1% above consensus, non-GAAP loss $0.07 vs a $0.13 bar, full-year guidance raised to $246M-$250M. The stock closed Aug 14 at $42.08, up 35.70% on 9.91M shares - 9.0x its average volume. Heartflow beat revenue by 13%, printed an...
HRB Stock Q4 FY2026: H&R Block Grew Revenue 5% With Zero New Customers 15.08.2026 15:10
H&R Block (HRB) Q4 FY2026 — Q4 and full fiscal 2026 (ended June 30; 8-K accepted 4:10pm ET Aug 11, after the close, so Aug 12 is the reaction): Q4 adjusted EPS $2.38 vs a $2.21 bar, full-year revenue $3.95B up 4.9%. The stock gapped 16.1% to $54.18 and closed the week at $53.92. H&R Block beat, raised its dividend a 9th straight year and guided FY2027 earnings up 15.6%. But the 10-K says t...
STUB Stock Q2 2026: StubHub Raised Volume Guidance And Not A Dollar Of Profit 15.08.2026 15:03
StubHub Holdings (STUB) Q2 2026 — Q2 2026 (ended June 30; 8-K accepted 4:28pm ET Aug 12, after the close, so Aug 13 is the reaction): GMS $3.09B up 34%, revenue $573.1M up 33.2%, adjusted EBITDA $105.7M up 94%, diluted EPS to common $(0.00). The stock fell 10.1% to $7.68, printed $6.78 intraday, and closed the week at $8.08. StubHub reported record GMS up 34%, revenue up 33%, adjusted EBITDA up 94...
KOPN Stock Q2 2026: Kopin’s First Profit Came From Below The Line 15.08.2026 13:20
Kopin Corporation (KOPN) Q2 2026 — Q2 2026 (ended June 27; 8-K accepted 4:05pm ET Aug 10, after the close, so Aug 11 is the reaction): revenue $12.7M up 50.6%, loss from operations $3.5M, GAAP EPS $0.00 vs $(0.03), net income $0.83M. The stock rose 23.5% to $5.20 and closed the week at $5.50. Kopin reported revenue up 51% and its first net income in years. The operating line still lost $3.5M: the...
YSS Stock Q2 2026: York Space Systems Cuts Guidance 32% After Reaffirming It 15.08.2026 13:28
York Space Systems (YSS) Q2 2026 — Q2 2026 (ended June 30; 8-K accepted 4:06pm ET Aug 13, after the close, so Aug 14 is the reaction): revenue $92.5M up 10.4%, gross margin 24% from 11%, GAAP loss per share $0.31. Full-year guidance cut from $545M-$595M to $375M-$405M. The stock fell 5.04% to $10.93. York grew revenue 52% in 2025, IPO'd in January 2026, and guided the year to $545M-$595M - reaffir...
LGN Stock Q2 2026: Legence Doubled Revenue And Wrote Off Its Green Business 15.08.2026 14:16
Legence Corp. (LGN) Q2 2026 — Q2 2026 (ended June 30; 8-K accepted 7:23am ET Aug 13, BEFORE the open): revenue $1.262B vs a $1.074B estimate, GAAP EPS -$0.37 vs a $0.37 bar, adjusted EBITDA $154.6M (+114%), gross margin 17.4% from 21.5%, backlog $5.67B (+105%), FY26 guidance raised to $4.7B-$4.8B. The stock fell 7.9% that session to $63.24, then closed at $66.375. Legence doubled revenue to $1.26...
CELC Stock Q2 2026: R&D Fell, Selling Costs Quintupled - Celcuity Just Changed Shape 15.08.2026 12:44
Celcuity (CELC) Q2 2026 — Q2 2026 (ended June 30; 8-K accepted 4:15pm ET Aug 13, AFTER the close): no revenue line at all, R&D $31.1M (DOWN from $36.4M), SG&A $35.0M (up 361%), net loss $78.9M, GAAP loss per share $1.44 vs a $1.16 estimate, adjusted loss $1.07. The stock closed +6.2% at $92.00 the next session. Celcuity spent $1.13 on selling and administration for every $1.00 of research...
BSP Stock Q2 2026: 126% Revenue Growth, And Only 3% Of It Was Organic 15.08.2026 15:16
Bending Spoons (BSP) Q2 2026 — Q2 2026 (ended June 30; 6-K accepted 7:07am ET Aug 13, BEFORE the open): revenue $704.2M vs $682.8M, adjusted EPS $0.46 vs $0.24, GAAP diluted EPS $0.28, adjusted operating margin 54%, organic revenue growth just 3%, net debt $4.09B. The stock fell 16.5% that session, to $40.92, then to $39.31. Bending Spoons beat on revenue, nearly doubled the adjusted EPS bar and p...
AMTM Stock Q3 FY2026: A Record $48B Backlog, And Revenue Still Fell 15.08.2026 13:13
Amentum (AMTM) Q3 FY2026 — Q3 FY2026 (ended July 3; 8-K accepted 4:42pm ET Aug 10, AFTER the close): adjusted EPS $0.67 vs $0.611, revenue $3,490M vs $3,572M, EBITDA margin +60bp to 8.3%, free cash flow +35%, net leverage 3.0x, backlog a record $48.2B - and full-year REVENUE guidance was cut. The stock fell 8.2% on 3.5x volume, to $21.47. Amentum beat on adjusted EPS, widened margin, grew free cas...
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