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

ACM Stock: $1.9B Revenue — Q2 FY2026 Earnings Analysis 12.05.2026 18:57

## Chapters 0:00 The AECOM Story 3:55 Earnings Overview AECOM just reported Q2 FY2026 earnings — $1.9b revenue. Here's what the double beat means for ACM 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: $1.9B vs $1.9B expected (+4.3% be...

ACM Stock: $1.9B Revenue — Q2 FY2026 Earnings Analysis 12.05.2026 18:57

SPG Stock: EPS Beats by 5% — Q1 2026 Earnings Analysis 12.05.2026 17:59

## Chapters 0:00 The Simon Property Group Story 3:56 Earnings Overview Simon Property Group just reported Q1 2026 earnings — eps beats by 5%. Here's what the double beat means for SPG 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....

HALO Stock: Revenue Up 7% — Q1 2026 Earnings Analysis 12.05.2026 18:16

## Chapters 0:00 The Halozyme Therapeutics Story 3:57 Earnings Overview Halozyme Therapeutics just reported Q1 2026 earnings — revenue up 7%. Here's what the double beat means for HALO 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: $3...

STE Stock: EPS Misses Estimates — Q4 FY2026 12.05.2026 18:25

## Chapters 0:00 The STERIS Story 3:56 Earnings Overview STERIS just reported Q4 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for STE. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.6B vs $1.6B expec...

OVV Stock: EPS Beats by 25% — Q1 2026 Earnings Analysis 12.05.2026 17:48

## Chapters 0:00 The Ovintiv Story 3:53 Earnings Overview Ovintiv just reported Q1 2026 earnings — eps beats by 25%. Here's what the double beat means for OVV 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: $2.5B vs $2.5B expected (+3....

AMTM Stock: $3.5B Revenue — Q2 FY2026 Earnings Analysis 12.05.2026 18:32

## Chapters 0:00 The Amentum Story 3:58 Earnings Overview Amentum just reported Q2 FY2026 earnings — $3.5b revenue. Here's what the double beat means for AMTM 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: $3.5B vs $3.4B expected (+1....

PACS Stock: EPS Beats by 19% — Q1 2026 Earnings Analysis 12.05.2026 18:23

## Chapters 0:00 The PACS Group Story 3:58 Earnings Overview PACS Group just reported Q1 2026 earnings — eps beats by 19%. Here's what the double beat means for PACS 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: $1.4B vs $1.4B expect...

KEEL Stock: Revenue Misses by 12% — Q1 2026 11.05.2026 17:56

## Chapters 0:00 The Keel Infrastructure Story 3:48 Earnings Overview Keel Infrastructure just reported Q1 2026 earnings — revenue misses by 12%. We break down what went wrong and whether KEEL 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: $37M vs $42M expected (...

CRCL Stock: EPS Beats by 17% — Q1 2026 Earnings Analysis 11.05.2026 18:13

## Chapters 0:00 The Circle Internet Group Story 3:48 Earnings Overview Circle Internet Group just reported Q1 2026 earnings — eps beats by 17%. The mixed results raise questions — here's our full breakdown of what it means for CRCL. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Reve...

CEG Stock: Record $11.1B Revenue — Q1 2026 Earnings Analysis 11.05.2026 18:14

## Chapters 0:00 The Constellation Energy Story 3:48 Earnings Overview Constellation Energy just reported Q1 2026 earnings — record $11.1b revenue. Here's what the double beat means for CEG 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: • Revenu...

FOXA Stock: EPS Beats by 36% — Q3 FY2026 Earnings Analysis 11.05.2026 17:30

## Chapters 0:00 The Fox Corporation Story 3:48 Earnings Overview Fox Corporation just reported Q3 FY2026 earnings — eps beats by 36%. Here's what the double beat means for FOXA 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: $4.0B vs...

MNDY Stock: EPS Beats by 24% — Q1 2026 Earnings Analysis 11.05.2026 17:04

## Chapters 0:00 The Monday.com Story 3:48 Earnings Overview Monday.com just reported Q1 2026 earnings — eps beats by 24%. Here's what the double beat means for MNDY 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: $351M vs $339M expect...

HE Stock: Revenue Misses by 7% — Q1 2026 Earnings Analysis 11.05.2026 17:31

## Chapters 0:00 The Hawaiian Electric Story 3:50 Earnings Overview Hawaiian Electric just reported Q1 2026 earnings — revenue misses by 7%. We break down what went wrong and whether HE 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: $746M vs $805M expected (-7.3%...

SONY Stock: EPS Misses Estimates — Q4 FY2026 11.05.2026 17:48

## Chapters 0:00 The Sony Group Story 3:50 Earnings Overview Sony Group Corporation just reported Q4 FY2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for SONY. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue:...

POST Stock: Revenue Misses by 2% — Q2 FY2026 11.05.2026 16:46

## Chapters 0:00 The Post Holdings Story 3:50 Earnings Overview Post Holdings just reported Q2 FY2026 earnings — revenue misses by 2%. We break down what went wrong and whether POST 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: $2.0B vs $2.1B expected (-2.3% mis...

UI Stock: Revenue Misses by 6% — Q3 FY2026 Earnings Analysis 11.05.2026 16:10

## Chapters 0:00 The Ubiquiti Story 3:50 Earnings Overview Ubiquiti just reported Q3 FY2026 earnings — revenue misses by 6%. We break down what went wrong and whether UI 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: $788M vs $839M expected (-6.0% miss) 📈 Free s...

NISTF Stock: Record $66.7B Revenue — Q4 FY2026 11.05.2026 17:51

## Chapters 0:00 The Nippon Steel Story 3:50 Earnings Overview Nippon Steel Corporation just reported Q4 FY2026 earnings — record $66.7b revenue. Here's what the double beat means for NISTF 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: • Revenu...

EMA Stock: Revenue Up 15% — Q1 2026 Earnings Analysis 11.05.2026 16:08

## Chapters 0:00 The Emera Story 3:50 Earnings Overview Emera just reported Q1 2026 earnings — revenue up 15%. The mixed results raise questions — here's our full breakdown of what it means for EMA. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $2.1B vs $1.8B expected (+15.3...

TU Stock: Revenue Misses by 1% — Q1 2026 Earnings Analysis 11.05.2026 15:20

## Chapters 0:00 The Telus Story 3:50 Earnings Overview Telus just reported Q1 2026 earnings — revenue misses by 1%. We break down what went wrong and whether TU 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: $3.7B vs $3.7B expected (-1.1% miss) 📈 Free stock scr...

YPF Stock: Revenue Up 7% — Q1 2026 Earnings Analysis 11.05.2026 17:04

## Chapters 0:00 The YPF Story 3:50 Earnings Overview YPF just reported Q1 2026 earnings — revenue up 7%. The mixed results raise questions — here's our full breakdown of what it means for YPF. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $4.9B vs $4.6B expected (+7.2% beat...

BAM Stock: Revenue Misses by 7% — Q1 2026 Earnings Analysis 11.05.2026 14:33

## Chapters 0:00 The Brookfield Asset Management Story 3:50 Earnings Overview Brookfield Asset Management just reported Q1 2026 earnings — revenue misses by 7%. We break down what went wrong and whether BAM 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: $1.3B vs...

ENB Stock: Record $16.1B Revenue — Q1 2026 Earnings Analysis 11.05.2026 15:03

## Chapters 0:00 The Enbridge Story 3:50 Earnings Overview Enbridge just reported Q1 2026 earnings — record $16.1b revenue. The mixed results raise questions — here's our full breakdown of what it means for ENB. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $16.1B vs $6.6B e...

OSK Stock: Revenue Beats, EPS Misses — Q1 2026 11.05.2026 16:08

## Chapters 0:00 The Oshkosh Story 3:50 Earnings Overview Oshkosh just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for OSK. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $2.3B vs $2.3B...

MSGS Stock: Revenue Misses by 1% — Q1 2026 Earnings Analysis 11.05.2026 17:09

## Chapters 0:00 The MSG Sports Story 3:50 Earnings Overview MSG Sports just reported Q1 2026 earnings — revenue misses by 1%. We break down what went wrong and whether MSGS 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: $432M vs $438M expected (-1.4% miss) 📈 Fr...