Charged Alpha Stock Encyclopedia

Mettler-Toledo International Inc. (MTD) Q2 2026 — Reported after the close on July 30 (calendar Q2 ended June 30, 2026). Net sales $1,027.3M (+4.5% reported, +6% local currency ex a one-time customer tariff refund, +4% organic); adjusted EPS $11.46 vs ~$10.79 expected (+14%); GAAP diluted EPS $11.55 — higher than the adjusted figure; FY26 guidance raised to $47.15-$47.50. The stock rose 2.59% to $...

Skyworks Solutions, Inc. (SWKS) Q3 FY2026 — Reported after the close July 28 (fiscal Q3 2026 ended July 3; Skyworks' FY ends October 2). Revenue $934.8M (-3.1% YoY) beat ~$920M; non-GAAP EPS $1.08 beat $1.01 but fell 18.8%; GAAP EPS $0.22 vs $0.70. The board KILLED the dividend and authorised a new $2.0B buyback. The stock fell 5.4% on the print and finished July 31 at $62.28. The line nobody prin...

Disc Medicine, Inc. (IRON) Q2 2026 — Reported before the open on July 30 (calendar Q2 ended June 30, 2026). There is no revenue line: R&D $46.9M (+1.3%), SG&A $18.1M (+20.2%), total operating expenses $65.1M, net loss $59.5M vs $55.2M, loss per share $(1.54) vs $(1.58) on 38.69M weighted shares. Cash, equivalents and marketable securities $717.7M, runway guided into 2029. The stock closed...

IQVIA Holdings Inc. (IQV) Q2 2026 — Reported before the open on July 28 (calendar Q2 ended June 30, 2026). Revenue $4,368M (+8.7% YoY, +8.5% cc); adjusted EPS $3.15 vs $3.03 expected (+12.1%); GAAP diluted EPS $1.53 vs $1.54; adjusted EBITDA $994M (+9.2%); R&D Solutions net new bookings $3.15B (+19%, 1.22x book-to-bill); FY26 guidance raised. The stock closed $213.22 on July 27, jumped 13.9% t...

Woodward, Inc. (WWD) Q3 FY2026 — Reported at 4:00pm ET on July 29 (fiscal Q3 ended June 30, 2026). Net sales $1,109.7M (+21% YoY); adjusted EPS $2.52 vs $2.44 expected (+43%); GAAP EPS $2.40; gross margin 31.5% from 27.2%; record segment margins in both businesses; FY26 adjusted EPS guidance raised to $9.30-$9.50. The stock closed $385.42 on July 29, fell 7.6% to $356.28 on July 30, and closed $36...

Impinj, Inc. (PI) Q2 2026 — Reported after the close on July 29 (quarter ended June 30, 2026). Revenue $108.4M (+11% YoY) vs a $103-106M guide; non-GAAP EPS $0.86 vs ~$0.80 (GAAP $0.39); adjusted EBITDA $30.7M; non-GAAP gross margin 60.9% — all records. The stock closed +5.9% at $147.49 on July 30, then $151.36 on July 31. The record is partly a calendar artifact: ~$17.0M of the $108.4M is the ann...

Sonos, Inc. (SONO) Q3 FY2026 — Reported after the close July 29 (quarter ended June 27, 2026). Revenue $375.3M (+8.8%), non-GAAP EPS $0.27 vs ~$(0.02) expected, adjusted EBITDA $44.0M (+24%), GAAP gross margin 50.4% vs non-GAAP 45.5%. The stock had run 19% into the print to $17.52, then fell 17.6% to $14.43 and closed the week at $14.66. GAAP gross margin came in ABOVE non-GAAP — 50.4% vs 45.5% —...

Sanofi (SNY) Q2 2026 — Reported before the European open on July 30 (quarter ended June 30, 2026). Q2 net sales EUR 11,597M, +17.8% at constant exchange rates and +16.0% reported. Business EPS EUR 2.09 per ORDINARY share, +33.3% CER. Business operating income EUR 3,291M at a 28.4% margin, up 380bps. Q2 free cash flow EUR 2,670M, +86.8%. And FY2026 guidance was RAISED to around +10% sales growth at...

Madison Air Solutions Corporation (MAIR) Q2 2026 — Reported the MORNING of July 30 (quarter ended June 30, 2026). Net sales $991.3M (+21.0% GAAP, +14% pro forma, +14.1% organic), adjusted EBITDA $265.8M at a 26.8% margin (DOWN from 27.5%), GAAP EPS $0.15 vs $0.31 adjusted, backlog $2,868.4M (+133.0%). FY26 sales guidance RAISED $75M to $3,825-3,925M while adjusted EBITDA guidance was REAFFIRMED un...

Arxis, Inc. (ARXS) Q2 2026 — Reported AFTER the close on July 29. Revenue $500.7M (+25.0%, 21.0% ORGANIC), adjusted EBITDA $211.5M (+37.6%) at a 42.2% margin, GAAP net LOSS $(4.9)M / EPS $(0.01) vs $0.28 adjusted, FCF $127.3M (+261%), FY26 guidance RAISED 10%. The stock then rose 27.9% in two sessions to an all-time high. Two things nearly every write-up got wrong: the market cap (feeds showing ~$...

Imperial Oil Limited (IMO) Q2 2026 — Imperial Oil reported Q2 2026 (quarter ended June 30) before the open on July 31. ALL COMPANY FIGURES ARE IN CANADIAN DOLLARS; the NYSE American quote is in USD. Net income C$2,190M vs C$949M (+130.8%), diluted EPS C$4.52 vs C$1.86, total revenues C$16,062M (+43.0%), free cash flow C$2,234M (+125%). No identified items. The stock closed US$128.80 -> US$129.5...

ICON plc (ICLR) Q2 2026 — ICON reported Q2 2026 (quarter ended June 30) after the close on July 29. Revenue $2,063.5M (+1.2%, +0.4% cc), adjusted EPS $2.56 vs $3.52 (-27.3%), adjusted EBITDA $327.2M / 15.9% (from 20.5%). Net book-to-bill 1.51x on gross bookings +24.1%. The stock went $178.18 -> $165.53 -> $163.57: about -8.2% in two sessions. The 1.51x book-to-bill was called 'optically a cr...

Neogen Corporation (NEOG) Q4 FY2026 — Neogen's fiscal year ends May 31, so the July 30 print is Q4 AND full-year FY2026 — not a calendar Q2. Q4 revenue $225.3M was FLAT (-0.1%), GAAP EPS $(0.05), FY26 revenue -2.7% with a net loss. The stock went $9.40 -> $12.04: about +28% in two sessions, a 12-month high. Something did improve: core growth hit 4.3%, Food Safety core 5.8% (best since FY23), ad...

Cameco Corporation (CCJ) Q2 2026 — Cameco reports in CANADIAN dollars and trades in New York in US dollars. Q2 2026: revenue C$814M (-7%), net earnings C$25M / C$0.06 (-92%), adjusted net earnings C$77M / C$0.18 (-75%), adjusted EBITDA C$391M (-42%). In US dollars that adjusted figure is ~$0.13 on ~US$573M. The stock was quoted up ~4% pre-market near $92, opened $90.63, traded to $91.38, reversed...

Bandwidth Inc. (BAND) Q2 2026 — Revenue $219.9M vs $180.0M (+22.2%), a BEAT vs ~$217.0M consensus. Non-GAAP EPS $0.37 (−2.6% YoY). Adj. EBITDA $27.8M (+26.9%). FY26 guidance RAISED again — and the stock fell 29.3%. A beat, a raise, and the worst day in company history — and the reason is footnote one. Bandwidth's revenue contains the service AND pass-through messaging surcharges remitted to carrie...

PTC Inc. (PTC) Q3 FY2026 — Revenue $600.0M vs $643.9M (−7%, −8% cc) — a MISS vs ~$611.6M consensus. Non-GAAP EPS $1.58 vs $1.64 (−4%), a penny ahead. But constant-currency ARR excluding divestitures grew 9.1% to $2.448B, above the 8–9% guide, net new ARR $60M beat, FCF $249M beat — and PTC RAISED FY26 guidance on every line. The stock rose 0.5% the next session to $136.30. Revenue −7%, ARR +9.1%,...

Stryker Corporation (SYK) Q2 2026 — Net sales $6.589B (+9.4% reported, +9.0% organic). Adjusted EPS $3.69 vs $3.13 (+17.9%) against ~$3.49 expected — a 20c beat. Adjusted operating margin 27.4%, up 170bps. GAAP EPS $3.30, +44.1%. FY26 guidance NARROWED and the low end RAISED: organic 8.3–9.3% (from 8.0–9.5%) and adjusted EPS $14.95–$15.10 (from $14.90–$15.10). And the stock fell 6.4% the next sess...

Fair Isaac Corporation (FICO) Q3 FY2026 — Revenue $674.2M (+25.7%) but ~$692M expected. Non-GAAP EPS $12.18 vs $8.57 (+42.1%) vs ~$11.97 est. GAAP operating margin 53.8% from 48.9%; 62% non-GAAP. Free cash flow $370.3M (+34.1%). Full-year guidance RAISED to $2.53B revenue and $42.43 non-GAAP EPS. And the stock fell 17.0% the next session, to $1,139.54. Fair Isaac beat, raised full-year guidance, p...

Ingram Micro Holding Corporation (INGM) Q2 2026 — Net sales $14,531.1M (+13.6%), above the high end of guidance. Non-GAAP diluted EPS $0.82 vs $0.61 (+34.4%) vs ~$0.74 est. Adjusted EBITDA $355.8M (+21.0%). Adjusted ROIC 8.4% to 10.8%. Dividend raised to $0.086. And adjusted free cash flow was NEGATIVE $527.3M. The stock closed at $28.21, DOWN 7.2%. Ingram Micro beat on every line it guides to — n...

GoDaddy Inc. (GDDY) Q2 2026 — Revenue $1,298.0M (+6.6%), top of guidance. Diluted EPS $1.83 vs $1.41 (+30%) vs ~$1.69 est. Operating income $342.5M (+28.6%), a record 26.4% margin. FCF $443.5M, and the ~$1.8B FY26 target reaffirmed. The stock closed at $82.74, DOWN 16.7%. GoDaddy beat, posted a record margin, generated $443.5M of free cash flow and reaffirmed $1.8B — and lost a sixth of its value...

Guardant Health, Inc. (GH) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported after the close on 30 July. Revenue $334.98M vs $232.09M (+44.3%) vs ~$314M consensus; non-GAAP loss $0.42/sh vs ~$0.75 expected. Shield revenue $52.9M on ~66,000 tests from $14.8M and ~16,000. FY26 guidance RAISED to $1.34-1.36B. Stock +6.3% to $161.99. Guardant Health grew revenue 44%, quadrupled Shield...

L3Harris Technologies, Inc. (LHX) Q2 2026 — Q2 2026 = the three months ended 3 July 2026, reported AFTER the close on 29 July. Revenue $5,881M vs $5,426M (+8.4%); GAAP diluted EPS $3.13 vs $2.44 (+28%) vs ~$2.80 consensus. Orders $7.3B, book-to-bill 1.2x, record $42B backlog, guidance RAISED. Then management delayed the missile-business IPO to 2027 — and the stock fell 8.6% next session, 11% intra...

Organon & Co. (OGN) Q2 2026 — Organon released Q2 2026 with its 10-Q on July 31 — no press release, no call, both suspended for the pending Sun Pharma merger. Revenue $1,558M, -2% reported but -5% ex-FX, missing ~$1,566M. Adjusted EPS $0.85, down 15%, missing ~$0.90. Adjusted EBITDA $461M, a 29.6% margin vs 32.7%. The stock closed at $13.55 — exactly unchanged. It didn't move because Organon i...

Tempus AI, Inc. (TEM) Q2 2026 — Q2 2026 = the three months ended 30 June 2026, reported after the close on 30 July. Revenue $382.5M vs $314.6M (+22%): Diagnostics $289.3M (+20%), Data & Applications $93.2M (+28%, Insights +36%). Gross margin 64.4% from 62.0%. But operating expenses grew 25.5% against revenue at 21.6%, so the LOSS FROM OPERATIONS WIDENED to $(75.9)M from $(61.8)M. GAAP net inco...

Exxon Mobil Corporation (XOM) Q2 2026 — Revenue was ~$116.0B against a ~$98.4B consensus. GAAP earnings $14,525M ($3.48/sh) vs $4,183M ($1.00) in Q1; adjusted $14,680M ($3.52) — SHORT of the ~$3.68 estimate. Operating cash flow $23.6B; free cash flow $17,236M in one quarter — more than all of 2025's $23,612M. The stock closed $155.46, down 0.96% from $156.97, after running ~15% in thirty days. Ear...