Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ 1005 episodes

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.

Author

Colton Thomas

Episodes

BRC Stock: EPS Beats by 6% — Q3 FY2026 Earnings Analysis 18.05.2026 16:51

Brady Corporation just reported Q3 FY2026 earnings — eps beats by 6%. Here's what the double beat means for BRC and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $435M vs $420M expected (+3.6% beat) • EPS: $1.50 vs $1.42 expected (+5.6%...

RYAAY Stock: €17.7B Revenue — FY2026 Annual Earnings Analysis 18.05.2026 16:50

Ryanair Holdings just reported FY2026 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for RYAAY. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $17.7B vs $17.5B expected (+1.2% beat) • EPS: $2.31 vs $2.36 ex...

IQ Stock: Revenue In Line — Q1 2026 Earnings Analysis 18.05.2026 18:15

iQIYI just reported Q1 2026 earnings — revenue in line. The mixed results raise questions — here's our full breakdown of what it means for IQ. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $902M vs $903M expected (-0.1% miss) • EPS: $-0.04 vs $-0.26 expected (-84.6% beat) •...

RNW Stock: EPS In Line — FY2026 2026 Earnings Analysis 18.05.2026 18:06

ReNew Energy Global just reported FY2026 2026 earnings — eps in line. The mixed results raise questions — here's our full breakdown of what it means for RNW. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.7B vs $1.6B expected (+2.5% beat) • EPS: $0.13 vs $0.13 expected (+0...

BIDU Stock: $4.7B Revenue — Q1 2026 Earnings Analysis 18.05.2026 21:18

Baidu just reported Q1 2026 earnings — $4.7b revenue. Here's what the double beat means for BIDU and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $4.7B vs $4.5B expected (+2.4% beat) • EPS: $1.75 vs $1.67 expected (+4.8% beat) • Gross M...

TRUMY Stock: EPS Misses Estimates — Q1 2026 15.05.2026 17:06

## Chapters 0:00 The Trend Micro Story 3:57 Earnings Overview Trend Micro just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for TRUMY. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.9B • EP...

ANTOF Stock: EPS Beats, Revenue Misses — FY 2025 15.05.2026 17:22

## Chapters 0:00 The Antofagasta Story 3:55 Earnings Overview Antofagasta just reported FY 2025 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for ANTOF. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.8B...

YAMHF Stock: EPS Beats, Revenue Misses — FY 2026 15.05.2026 16:46

Yamaha Motor FY2026 Annual Results — Charged Alpha deep dive. Yamaha Motor just reported FY 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for YAMHF. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $15....

RBC Stock: EPS Beats by 8% — Q4 FY2026 Earnings Analysis 15.05.2026 17:19

## Chapters 0:00 The RBC Bearings Story 3:56 Earnings Overview RBC Bearings just reported Q4 FY2026 earnings — eps beats by 8%. Here's what the double beat means for RBC and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $518M • EPS: $3.6...

HTHT Stock: EPS Beats, Revenue Misses — Q1 2026 15.05.2026 16:16

## Chapters 0:00 The H World Group Story 3:47 Earnings Overview H World Group just reported Q1 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for HTHT. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $8...

MFG Stock: EPS Beats by 25% — FY 2026 Earnings Analysis 15.05.2026 17:14

## Chapters 0:00 The Mizuho Financial Group Story 3:56 Earnings Overview Mizuho Financial Group just reported FY 2026 earnings — eps beats by 25%. Here's what the double beat means for MFG and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue...

MUFG Stock: EPS Beats by 6% — FY 2026 Earnings Analysis 15.05.2026 16:37

Mitsubishi UFJ Financial Group just reported FY 2026 earnings — eps beats by 6%. Here's what the double beat means for MUFG and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $40.0B vs $38.5B expected (+3.9% beat) • EPS: $1.08 vs $1.02 ex...

BAP Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis 15.05.2026 17:13

## Chapters 0:00 The Credicorp Story 3:57 Earnings Overview Credicorp just reported Q1 2026 earnings — eps beats by 7%. Here's what the double beat means for BAP and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.8B vs $1.8B expected (...

RUM Stock: Revenue Misses by 2% — Q1 2026 Earnings Analysis 14.05.2026 19:11

## Chapters 0:00 The Rumble Story 3:56 Earnings Overview Rumble just reported Q1 2026 earnings — revenue misses by 2%. We break down what went wrong and whether RUM can recover. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $25M vs $26M expected (-2.0% miss) • EPS: $-0.12 vs...

BOOT Stock: $0.5B Revenue — Q4 FY2026 Earnings Analysis 14.05.2026 18:31

## Chapters 0:00 The Boot Barn Story 3:50 Earnings Overview Boot Barn just reported Q4 FY2026 earnings — $0.5b revenue. Here's what the double beat means for BOOT and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $539M vs $531M expected...

NU Stock: Revenue Up 5% — Q1 2026 Earnings Analysis 14.05.2026 19:02

## Chapters 0:00 The Nu Holdings Story 3:57 Earnings Overview Nu Holdings just reported Q1 2026 earnings — revenue up 5%. The mixed results raise questions — here's our full breakdown of what it means for NU. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $5.3B vs $5.1B expec...

AMAT Stock: EPS Beats by 7% — Q2 FY2026 Earnings Analysis 14.05.2026 15:52

## Chapters 0:00 The Applied Materials Story 3:50 Earnings Overview Applied Materials just reported Q2 FY2026 earnings — eps beats by 7%. Here's what the double beat means for AMAT and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $7.9B...

HMC Stock: EPS Misses Estimates — FY 2026 Earnings Analysis 14.05.2026 18:24

## Chapters 0:00 The Honda Motor Story 4:30 FY2026 Annual Earnings Overview Honda Motor Company just reported FY 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for HMC. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: •...

LUNR Stock: Revenue Misses by 7% — Q1 2026 Earnings Analysis 14.05.2026 18:01

## Chapters 0:00 The Intuitive Machines Story 3:35 Earnings Overview Intuitive Machines just reported Q1 2026 earnings — revenue misses by 7%. We break down what went wrong and whether LUNR can recover. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $187M vs $200M expected (-...

YETI Stock: EPS Beats by 37% — Q1 2026 Earnings Analysis 14.05.2026 14:51

## Chapters 0:00 The YETI Holdings Story 3:40 Earnings Overview YETI Holdings just reported Q1 2026 earnings — eps beats by 37%. Here's what the double beat means for YETI and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $380M vs $375M...

BN Stock: $18.6B Revenue — Q1 2026 Earnings Analysis 14.05.2026 19:08

## Chapters 0:00 The Brookfield Corporation Story 3:55 Earnings Overview Brookfield Corporation just reported Q1 2026 earnings — $18.6b revenue. Here's what the double beat means for BN and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $...

SPB Stock: EPS Beats by 17% — Q2 FY2026 Earnings Analysis 14.05.2026 18:06

## Chapters 0:00 The Spectrum Brands Story 3:49 Earnings Overview Spectrum Brands just reported Q2 FY2026 earnings — eps beats by 17%. Here's what the double beat means for SPB and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $709M vs $...

SID Stock: EPS In Line — Q1 2026 Earnings Analysis 14.05.2026 18:13

## Chapters 0:00 The CSN (Companhia Siderurgica Nacional) Story 3:42 Earnings Overview CSN (Companhia Siderurgica Nacional) just reported Q1 2026 earnings — eps in line. The mixed results raise questions — here's our full breakdown of what it means for SID. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Fina...

GO Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 14.05.2026 17:31

## Chapters 0:00 The Grocery Outlet Story 3:53 Earnings Overview Grocery Outlet just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for GO. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.2B v...

DOX Stock: $1.2B Revenue — Q2 FY2026 Earnings Analysis 14.05.2026 17:12

## Chapters 0:00 The Amdocs Story 3:52 Earnings Overview Amdocs just reported Q2 FY2026 earnings — $1.2b revenue. Here's what the double beat means for DOX and whether the bull case is playing out. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.2B vs $1.2B expected (+1.0%...