Charged Alpha Stock Encyclopedia

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...

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...

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...

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...

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...

Middleby (MIDD) Q2 2026 — Q2 2026 (quarter ended July 4; 8-K accepted 7:02am ET Aug 11, BEFORE the open): adjusted EPS $2.35 vs a $2.09 estimate, sales $875.5M vs $837M. The feeds printed $1.74 - the post-spin stub - as a 16.7% miss. The stock fell 7.9%, to $117.91 over four sessions. Middleby beat on revenue and adjusted EPS and RAISED full-year guidance - and the stock fell 7.9%. The number that...

Smithfield Foods (SFD) Q2 2026 — Q2 2026 (quarter ended June 28; 8-K accepted 8:01am ET Aug 11, so BEFORE the open): adjusted EPS $0.62 vs a $0.599 estimate and sales $3,700M vs $3,650M. The stock fell 2.3% that session and 6.9% over four, from $24.44 to $22.76. Smithfield beat by two cents and the stock still fell. Adjusted operating profit rose just $2M to $300M - and every dollar of that came f...

AECOM (ACM) Q3 FY2026 — Q3 FY2026 (quarter ended June 30; 8-K accepted 4:35pm ET Aug 10, so AFTER the close): adjusted EPS negative $0.50 vs a $1.46 estimate and net service revenue $1,609M vs $2,013.5M, both hit by a $337M charge the company did NOT add back. The stock fell 8.5% to $67.05, then 9.0% to $61.04 - down 16.7% in two sessions, and a 52-week low of $60.35 on Aug 13. It closed $63.11 on...

Madison Square Garden Sports (MSGS) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, reported before the open Aug 13): revenue $278.745M, up 37%; diluted EPS $1.16 against a $0.635 estimate, an 83% beat; the Knicks won the NBA championship. The stock closed DOWN 0.3% at $412.98 that session after touching a record $438.93 intraday, then fell 1.4% to $407.17 on Aug 14. The move had come the day before...

JBS NV (JBS) Q2 2026 — Q2 2026 (quarter ended June 30, reported after the close Aug 10): net sales $23,900M, up 13.8% and a record, roughly $855M past consensus; adjusted EPS $0.20 against a $0.31 bar; IFRS EPS -$0.10 on a $102.1M net loss. The stock fell 2.9% the next session to $13.02 on 2.4x average volume, then rose three straight days to $13.65. JBS booked the biggest quarter in its history -...

Global-e Online (GLBE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026, reported BMO Aug 12): GMV $2,089M +43.7%; revenue $299.0M +39.1% vs $288.0M consensus; adjusted EBITDA $62.4M +62.3%; GAAP diluted EPS $0.27 against a $0.22 bar. Every guidance metric raised. The stock opened at $41.06, printed a new 52-week high of $43.99 inside the first hour, then closed at $40.55 - down 0.76% on the day. Gl...

Dillard's (DDS) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026, reported BMO Aug 13): net sales $1,507.6M, -0.4%; total retail sales +1%, comps +1%. EPS $6.25 vs $4.66 and a $4.29 bar. But $37.2M of IEEPA tariff refunds ($1.82/sh) sit inside it and the company says no more are coming. Core EPS was $4.43 vs $4.42. Stock -11.80% over two sessions, from $636.02 to $560.95. Dillard's earned $6.2...

Aramark (ARMK) Q3 FY2026 — Q3 FY2026 (quarter ended July 3, 2026): revenue $5,057.9M, +9.3%, organic +8.6%, above the $4,936M bar. Adjusted diluted EPS $0.52 vs a $0.4847 bar, +30.0%. GAAP diluted EPS $0.36, +34.4%. Aramark RAISED FY2026 organic revenue guidance to +9-10% and only REAFFIRMED adjusted operating income, adjusted EPS and leverage. Stock +9.69% across three sessions, to a twelve-month...

Ascendis Pharma A/S (ASND) Q2 2026 — Quarter ended June 30, reported before the open on August 13: revenue EUR 339.3M (+115%), product revenue EUR 314.9M (+105%), IFRS diluted EPS EUR 2.83 but non-IFRS EUR 0.90 against a EUR 1.80 bar. The stock fell 3.61% to $246.23. Three earnings numbers came out of one quarter: EUR 2.83 in the headlines, EUR 0.90 in the company's own reconciliation, EUR 1.80 in...

Birkenstock Holding plc (BIRK) Q3 FY2026 — Q3 FY2026 (quarter ended June 30, 2026): revenue EUR 719.5M, up 13% reported and 15% in constant currency. Adjusted EPS EUR 0.74, up 19%; IFRS EPS EUR 0.60, down 13%. FY2026 revenue and EBITDA guidance RAISED; adjusted EPS guidance left UNCHANGED at EUR 1.90-2.05. Stock +11.6% to $41.00 on the reaction session; the L Catterton secondary then priced at $39...

Performance Food Group Company (PFGC) Q4 FY2026 — Q4 FY2026 (quarter ended June 27, 2026): net sales $18,028.9M, up 6.4% and about $80M light. Adjusted diluted EPS $1.59 vs a $1.60 bar, up 2.6%. GAAP diluted EPS $1.03, up 22.6%. Adjusted EBITDA $587.5M, up 7.4%. FY26 free cash flow $1,029.6M. Stock -8.32% across the two sessions after the print, to $104.48. PFG sold 3.5% more cases, turned them in...

Amcor plc (AMCR) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $6,398M, up 26% and $344M ahead. Adjusted EPS $1.23 vs a $1.19 bar, up 23%. GAAP EPS $0.83. Adjusted EBIT $836M. FY26 free cash flow $1,303M. Stock -1.77% to $46.56. Amcor beat on both lines and grew adjusted EPS 23%, and the stock opened higher then sold off all session. Its own growth bridge says why: of the 26% rise...

Pan American Silver Corp. (PAAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,124M, up 38.4%. Net earnings $305M. Basic adjusted EPS $0.73 vs an $0.84 bar. Attributable free cash flow $344M vs $488M in Q1. Stock -9.70% to $47.30 on 9.35M shares, 2.47x its 20-day norm. Pan American Silver earned 73 cents against an 84-cent bar and fell 9.70% to $47.30. Every headline calls this a sil...

Erasca, Inc. (ERAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $35.900M vs $21.170M; G&A $11.719M vs $9.455M; operating expenses $47.619M. Net loss $44.079M vs $33.876M. Loss per share $(0.14) vs a $(0.111) bar. Stock +1.47% to $18.58. Erasca lost 14 cents a share against an 11-cent bar and the stock still rose 1.47% to $18.58. The print is not the story. On April 27...

SELLAS Life Sciences Group, Inc. (SLS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $6.272M vs $3.871M; G&A $4.357M vs $3.002M; operating expenses $10.629M. Net loss $9.605M vs $6.601M, 46% worse. Loss per share $(0.05) vs a $(0.045) bar and $(0.07) a year ago, on 189,183,620 weighted shares vs 98,558,567. Cash $138.343M. AMC print Aug 11, so Aug 12 was the reaction: cl...

Axsome Therapeutics (AXSM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): a GAAP loss of $(0.99) per share against a $(0.89) bar - an 11% MISS - on total revenue of $218.4M, up 45.5% but below the $221.1M estimate. A double miss. The 8-K was EDGAR-accepted at 7:05 a.m. Eastern on Aug 10, so Aug 10 IS the reaction: $212.74 to $220.89, UP 3.83% on 1.4M shares against a ~700k average. It has since...

Alcon Inc. (ALC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): core diluted EPS $0.84 against a $0.77 bar, a 9.1% beat, on net sales of $2,782M, up 8% reported and 7% constant currency. IFRS diluted EPS was $0.00 after a $402M PowerVision write-off. Full-year core EPS growth guidance was RAISED to +12% to +15%. An AMC print on Aug 10, so Aug 11 was the reaction: $75.35, up 2.34%. Aug 12 handed...

Franco-Nevada Corporation (FNV) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $1.81 vs a $1.95 bar, revenue $580.9M vs $616.7M expected. Yet revenue rose 57%, GEOs sold rose 18% to 132,405, and FY26 guidance moved to the UPPER half of 510,000-570,000 GEOs. An AMC print on Aug 11, so Aug 12 was the reaction: $235.94, down 1.99% on 1.4x volume. Every screener showed a 14-cent miss. A...

Simon Property Group, Inc. (SPG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP diluted EPS $1.49 vs a $1.64 consensus. Real Estate FFO $3.29 vs a $3.18 bar, up 7.9%. Revenue $1.7906B, up 19.5%. Domestic NOI up 8.5%, occupancy 96.0%. FY26 FFO guidance raised to $13.20-$13.30; Q3 dividend $2.25, up 4.7%. An AMC print on Aug 10, so Aug 11 was the reaction: $219.53 close, down 0.46%. It closed...

BridgeBio Pharma, Inc. (BBIO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total revenue $243.7M vs a $223.1M bar, up 120%. Attruby U.S. net product revenue $222.4M vs $71.5M, up 211% and up 23.2% sequentially. Royalty revenue $15.4M. Diluted loss per share $(0.78) vs $(0.60), an 18-cent miss. Net loss to common $152.2M. Cash $720.2M at June 30, ~$1,654M pro forma for the $933.9M preferred tha...