Charged Alpha Stock Encyclopedia

Cleveland-Cliffs (CLF) Q2 2026 — Cleveland-Cliffs (CLF), the largest flat-rolled steelmaker in North America, delivered a genuine inflection quarter for Q2 2026: revenue of about $5.23B rose roughly 6% year over year, adjusted EBITDA roughly TRIPLED to about $286M — its highest in nearly two years — and free cash flow turned POSITIVE at about +$73M, the first positive FCF in two years, on steel sh...

Cleveland-Cliffs (CLF) Q2 2026 — Cleveland-Cliffs (CLF), the largest flat-rolled steelmaker in North America, delivered a genuine inflection quarter for Q2 2026: revenue of about $5.23B rose roughly 6% year over year, adjusted EBITDA roughly TRIPLED to about $286M — its highest in nearly two years — and free cash flow turned POSITIVE at about +$73M, the first positive FCF in two years, on steel sh...

Novocure (NVCR) Q2 2026 — Novocure (NVCR), the pioneer of Tumor Treating Fields cancer therapy (Optune), reported its strongest quarter ever for Q2 2026: record net revenue of $183.6M (+16% YoY) beat the ~$172M estimate, the net loss narrowed to -$0.13 (vs a -$0.33 estimate), gross margin expanded to 77.6%, and — for the first time in company history — adjusted EBITDA turned POSITIVE at +$10.8M. G...

Teck Resources (TECK) Q2 2026 — Teck Resources (TECK), the Vancouver miner transforming from a coal-and-metals house into a focused copper producer, reported a record Q2 2026 (in C$, IFRS): adjusted EPS of C$1.93 crushed the ~C$1.41 estimate (a ~C$0.52 beat) on revenue of C$3.61B (+79% YoY). Adjusted EBITDA roughly tripled to ~C$2.2B — a record 61% margin — as copper production jumped 25% to 135,9...

PG&E Corporation (PCG) Q2 2026 — PG&E (PCG), the largest investor-owned utility in America, reported a clean core beat for Q2 2026: non-GAAP core EPS of $0.40 topped the ~$0.36 estimate (+29% YoY) and GAAP EPS was $0.33 (+38% YoY), though revenue of $5.90B missed the ~$6.2B estimate. Management REAFFIRMED full-year core EPS guidance of $1.64-$1.66 (up ~10% at the midpoint) and repeated its...

SkyWest, Inc. (SKYW) Q2 2026 — SkyWest (SKYW), the largest US regional airline, reported a rare Q2 2026 EPS MISS: diluted EPS of $2.54 came in below the ~$2.70 estimate and fell ~13% YoY (from $2.91), even as revenue rose ~7% to $1.10B. Net income was $101M vs $120M a year ago. The culprit was specific: aircraft fuel expense more than DOUBLED to $60.6M (from $27.5M) on higher per-gallon cost in th...

Lamb Weston Holdings (LW) Q4 FY2026 — Lamb Weston (LW), the world's #1/#2 maker of frozen french fries, reported a strong fiscal Q4 2026: adjusted EPS of $0.87 beat the ~$0.63 estimate on net sales of $1.77B (+6% YoY, volume +7% — the 6th straight quarter of volume growth). But the beat was softer inside: adjusted EBITDA slipped 2% to $288M, GAAP EPS fell 7% to $0.79, and company-wide price/mix dr...

RingCentral (RNG) Q2 2026 — RingCentral (RNG), the cloud-communications pioneer pivoting to AI-powered customer engagement, reported a clean Q2 2026 beat above the high end of its own guidance: non-GAAP EPS of $1.22 beat the ~$1.16 estimate (+15% YoY) on revenue of $657M (+5.9%), with subscriptions revenue of $634M (96% of total). Non-GAAP operating margin expanded to 23.4% and free cash flow jump...

American Airlines Group (AAL) Q2 2026 — American Airlines (AAL), the largest U.S. airline by fleet, reported a Q2 2026 that beat the quarter but cut the year: RECORD revenue of $16.74B (+16.3% YoY) and adjusted EPS of $0.15 beat the ~$0.03 estimate — but that EPS was down from ~$0.95 a year earlier as a fuel bill up 83% YoY to $4.88B crushed the operating margin to just 2.7%. The stock fell ~8% on...

Mobileye Global (MBLY) Q2 2026 — Mobileye (MBLY), the dominant supplier of automotive vision (ADAS) chips, reported a Q2 2026 double beat: adjusted EPS of $0.19 crushed the ~$0.06 estimate and revenue of $508M beat ~$482M, with adjusted operating income +46% YoY to $155M (31% margin). But the stock FELL ~15%. Why? Revenue was flat YoY, GAAP was a small loss (~$0.03), and a one-time $93M Israeli R&...

Kinder Morgan (KMI) Q2 2026 — Kinder Morgan (KMI), the toll road on America's natural gas, reported a record Q2 2026: adjusted EPS of $0.37 beat the ~$0.32 estimate (+32% YoY) on revenue of $4.48B (+11% YoY), record adjusted EBITDA of $2.2B (+12%), and record Q2 net income of $867M (+21%). Management RAISED its full-year outlook (now >12% above budget on adjusted EPS) and declared a $0.2975 qua...

Grupo Aeroportuario del Sureste (ASUR) (ASR) Q2 2026 — Grupo Aeroportuario del Sureste (ASUR, NYSE ADR 'ASR'), the Mexican monopoly that runs Cancún plus airports in Colombia and Puerto Rico, reported Q2 2026 with headline revenue up 9.9% to Ps.9.6B — but that's a mirage: strip out IFRIC-12 construction revenue (which nearly doubled) and revenue was flat (-0.3%) while EBITDA actually fell 8.7% and...

LG Display (LPL) Q2 2026 — LG Display (LPL), the Korean maker of the OLED panels inside your TV and a huge share of the world's iPhones, reported Q2 2026: revenue of KRW 5.61 trillion (~$3.8B, +1% QoQ), an operating loss of KRW 108B (~-$73M) and a net loss of KRW 419B (~-$283M) — but the loss was driven by a one-off voluntary-retirement charge, and the first HALF of 2026 was profitable, its first...

SS&C Technologies Holdings, Inc. (SSNC) Q2 2026 — SS&C Technologies (SSNC), the software plumbing behind the asset-management industry, reported RECORD Q2 2026 results and the stock jumped ~10%. Adjusted EPS of $1.76 beat the ~$1.68 estimate (+18% YoY) on revenue of $1,695.7M (+10.3%), and adjusted EBITDA hit a record $670.7M at a 39.5% margin. The star was adjusted ORGANIC revenue growth...

Deckers Outdoor Corporation (DECK) Q1 FY2027 — Deckers Brands (DECK), the parent of HOKA and UGG, reported fiscal Q1 FY2027 (quarter ended June 30, 2026): revenue of $1.020B (+5.7% YoY; +4.8% constant-currency) — its first-ever billion-dollar first quarter — diluted EPS of $0.94 (beat the ~$0.87 estimate; +1% YoY), and gross margin of 56.4% (+60 bps). Management RAISED full-year FY2027 EPS guidanc...

Tenet Healthcare (THC) Q2 2026 — Tenet Healthcare (THC), the Dallas hospital + ambulatory-surgery operator, delivered a blowout Q2 2026 and RAISED full-year guidance — and the stock jumped ~17% to ~$233. Adjusted diluted EPS of $6.12 (+52% YoY vs $4.02) crushed the $4.26 estimate, on revenue of $5.63B (+6.8%) and adjusted EBITDA of $1.30B (+16%), with the adjusted EBITDA margin EXPANDING from 21.3...

Freeport-McMoRan Inc. (FCX) Q2 2026 — Freeport-McMoRan (FCX), the largest US copper producer, reported a strong Q2 2026: a record realized copper price of $6.17/lb and record gold of $4,520/oz drove revenue of $7.03B (beat ~$6.6B), adjusted EPS of $0.74 (beat $0.62; GAAP $0.68), net income of $984M (+27% YoY), and $2.0B of operating cash flow. Yet the stock fell ~3% on the print. The honest read:...

Tractor Supply Company (TSCO) Q2 2026 — Tractor Supply (TSCO) reported Q2 2026 and missed: net sales rose 2.3% to $4.54B, but comparable-store sales fell 1.5% (transaction count -1.7%, ticket +0.2%), and adjusted diluted EPS of $0.81 (flat YoY) came in below the Street's ~$0.85. GAAP EPS dropped 14.9% to $0.69, dragged by a $65.8M Petsense restructuring charge (closing ~75 stores) plus $9.5M of VI...

Summit Therapeutics Inc. (SMMT) Q2 2026 — Summit Therapeutics (SMMT) reported Q2 2026 after the close on July 23, 2026. GAAP net loss was $215.7M, or $(0.28)/share (last year's $(0.76) was inflated by a huge one-time stock-comp charge); the cleaner adjusted loss was $(0.19), a slight miss vs the ~$(0.17) estimate. Adjusted R&D jumped to $133.6M (+68% YoY) as the Phase III program scales; adjus...

Edwards Lifesciences Corporation (EW) Q2 2026 — Edwards Lifesciences (EW) reported Q2 2026 with a clean beat-and-raise: sales grew 13.6% to $1.74B (+12.5% constant currency) and adjusted EPS was $0.78, up ~16% YoY and above consensus. (GAAP EPS was $0.42, depressed by a one-time discrete tax hit from Pillar Two global-minimum-tax rules and a California R&D-credit change — the adjusted figure i...

Tootsie Roll Industries (TR) Q2 2026 — Tootsie Roll Industries (TR) reported a soft Q2 2026 (quarter ended June 30): net sales slipped ~1% to $151.9M, but net earnings fell 24% to $13.3M and EPS dropped to $0.18 from $0.23 a year ago. Management blamed a sales-timing shift from Q2 into Q3 and, more importantly, a margin squeeze from sharply higher cocoa and chocolate costs plus elevated energy, fr...

Comcast Corporation (CMCSA) Q2 2026 — Comcast (CMCSA) reported Q2 2026 with a soft headline that was mostly optics: revenue of $29.94B (-1.2% YoY, but +4.7% pro forma after the Versant and German-Sky separations), adjusted EPS of $1.04 (-16.7%, versus a prior-year quarter that included a $9.4B Hulu gain), and adjusted EBITDA of $8.90B (-13.4%; -5.3% pro forma). The number that matters held up: fre...

SLB (Schlumberger) (SLB) Q2 2026 — SLB (Schlumberger) reported Q2 2026 and the stock jumped ~10-11%: adjusted EPS of $0.55 beat the ~$0.51 estimate on revenue of $8.97B (+5% YoY, +3% sequentially), with broad-based international offshore growth (Latin America, Europe & Africa, Asia) more than offsetting a 13% sequential drop in the disrupted Middle East. But this was a beat on a DOWN year: adj...

RELX PLC (RELX) H1 2026 — RELX PLC (NYSE: RELX), the information-and-analytics owner of LexisNexis, Elsevier and its Risk data business, reported strong first-half 2026 results (six months to June 30, reported in GBP): revenue of £4,871m (+7% underlying), adjusted operating profit up 9% to £1,727m as the group margin expanded to 35.5%, adjusted EPS of 68.6p (+11% constant currency), a 7% dividend...

Graco Inc. (GGG) Q2 2026 — Graco (GGG), the quiet niche leader in precision fluid-handling equipment, reported record Q2 2026 sales and operating earnings — but a lower-quality beat than the headline suggests. Adjusted EPS of $0.91 topped the ~$0.81 estimate (+17% YoY) and GAAP EPS was $0.87 (+14%), yet revenue of $590.6M rose only 3% and actually MISSED the ~$608M Street estimate. Operating earni...