Charged Alpha Stock Encyclopedia

MRSH — MRSH 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

In this Q1 2026 earnings deep dive, we break down The Travelers Companies (TRV). EPS of $7.89 beat estimates by 11.6%, with an elite 88.6% combined ratio. We cover valuation, revenue trends, cash flow, the bull and bear case, peer comparison, and the one metric to watch going forward. Free research tools: https://chargedalpha.com. Subscribe for weekly deep dives on every major earnings report. Not...

KEY — KEY 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

RPM International Inc. (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha RPM International delivered 8.9% revenue growth in seasonally weakest quarter. Year 3 of MAP 2025 restructuring driving margin expansion. 170+ niche brands dominating specialty chemicals markets. In this episode, we break down RPM International's latest earnings report — financials, valuation, analyst consensus, bull vs. b...

Delta Air Lines, Inc. (DAL) — Q1 2026 Earnings Deep Dive | Charged Alpha Delta posted record $14.2B adjusted revenue, beating estimates by $260M. Adjusted EPS grew 44% YoY. Premium revenue surged 14%, AmEx loyalty topped $2B. In this episode, we break down Delta Air Lines's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metri...

RPM International Inc. (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha RPM International delivered 8.9% revenue growth in seasonally weakest quarter. Year 3 of MAP 2025 restructuring driving margin expansion. 170+ niche brands dominating specialty chemicals markets. In this episode, we break down RPM International's latest earnings report — financials, valuation, analyst consensus, bull vs. b...

Constellation Brands, Inc. (STZ) — Q4 FY2026 Earnings Deep Dive | Charged Alpha Constellation Brands beat Q4 FY2026 — EPS $1.90 vs $1.71 est, revenue $1.92B. New CEO Nicholas Fink takes the helm. Pacifico surging +21% depletion growth. FIFA World Cup tailwind ahead. In this episode, we break down Constellation Brands's latest earnings report — financials, valuation, analyst consensus, bull vs. bea...

Fastenal Company (FAST) — Q1 2026 Earnings Deep Dive | Charged Alpha Fastenal revenue surged 12.4% to $2.2B. FMI technology now 45% of sales with 110 new machines daily. Tariff headwinds compressing margins. CEO transition to Jeff Watts in July 2026. In this episode, we break down Fastenal's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and...

PNC Financial Services Group (PNC) — Q1 2026 Earnings Deep Dive | Charged Alpha PNC Financial beat with $4.13 EPS vs $3.93 estimate. Record net interest income of $3.96B, fee income surged 13% YoY. FirstBank acquisition complete, organic loan growth at 3-year high. In this episode, we break down PNC Financial's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case,...

M&T Bank Corporation (MTB) — Q1 2026 Earnings Deep Dive | Charged Alpha M&T Bank posted $4.13 EPS beating $4.00 estimate. Net interest margin expanded to 3.71%, CRE troubled loans down $400M YoY. Aggressive $1.25B buyback in Q1. In this episode, we break down M&T Bank's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one k...

JBHT — JBHT 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

UBER — UBER 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

UNP — UNP 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

Stryker (SYK) — Q4 2025 Earnings Deep Dive. Stryker just introduced Mako RPS (Robotic Power System), a handheld robotic format that extends robotic surgery beyond large capital equipment into a portable form factor. In this episode of Charged Alpha (Ep. 126), we cover Stryker's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research tools: https://charg...

CSX (CSX) — Q4 2025 Earnings Deep Dive. CSX is guiding for 200-300 bps of operating margin expansion in 2026, with 50%+ free cash flow growth as CapEx drops below $2. In this episode of Charged Alpha (Ep. 140), we cover CSX's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research tools: https://chargedalpha.com. Not financial advice. AI-assisted produc...

3M (MMM) — Q4 2025 Earnings Deep Dive. 3M is mid-turnaround under CEO Bill Brown, pivoting toward AI data center interconnect technology with its Expanded Beam Optical platform, planning 350 new product launches in 2026, and digesting significant PFAS litigation settlements — all while the stock trades at a valuation that reflects cautious optimism about the 'New 3M' story. In this episode of Char...

Synopsys (SNPS) — Q1 FY2026 Earnings Deep Dive. 2026 is a pivotal transition year as Synopsys integrates its $35B Ansys acquisition to create an industry-first silicon-to-systems platform. In this episode of Charged Alpha (Ep. 138), we cover Synopsys's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research tools: https://chargedalpha.com. Not financial...

Danaher (DHR) — Q4 2025 Earnings Deep Dive. Danaher is at an inflection point: bioprocessing orders are reaccelerating after a destocking cycle, a transformational $9. In this episode of Charged Alpha (Ep. 137), we cover Danaher's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research tools: https://chargedalpha.com. Not financial advice. AI-assisted p...

Lockheed Martin (LMT) — Q4 2025 Earnings Deep Dive. April 2026 is a pivotal moment for LMT: the Orion spacecraft just completed NASA's Artemis II mission, a $4. In this episode of Charged Alpha (Ep. 136), we cover Lockheed Martin's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research tools: https://chargedalpha.com. Not financial advice. AI-assisted...

Welltower (WELL) — Q4 2025 Earnings Deep Dive. The silver tsunami is accelerating as baby boomers turn 80 in 2026, driving unprecedented demand for senior living. In this episode of Charged Alpha (Ep. 135), we cover Welltower's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research tools: https://chargedalpha.com. Not financial advice. AI-assisted prod...

GLW — GLW 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

HON — HON 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

ETN — ETN 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

ACN — ACN 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options activity. Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

Booking Holdings (BKNG) — Q4 2025 Earnings Deep Dive. Booking Holdings closed a twenty-for-one stock split in late 2025, making the shares accessible at $177 instead of $3,500 — reshaping retail ownership and option liquidity. In this episode of Charged Alpha (Ep. 128), we cover Booking Holdings's latest earnings, financials, valuation, analyst consensus, and the bull vs. bear case. Free research...