Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ 1765 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.

Be sure to visit the podcast's website and support the creator: chargedalpha.podbean.com

Author

Colton Thomas

Episodes

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...

WULF Stock: Revenue Beats, EPS Misses — Q1 2026 11.05.2026 16:49

## Chapters 0:00 The TeraWulf Story 3:50 Earnings Overview TeraWulf just reported Q1 2026 earnings — revenue beats, eps misses. The mixed results raise questions — here's our full breakdown of what it means for WULF. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $34M vs $34M...

TOST Stock: EPS Beats, Revenue Misses — Q1 2026 11.05.2026 14:28

## Chapters 0:00 The Toast Story 3:48 Earnings Overview Toast just reported Q1 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for TOST. 🔔 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 • EPS: $0.29...

FNF Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis 11.05.2026 13:44

## Chapters 0:00 The Fidelity National Financial Story 3:48 Earnings Overview Fidelity National Financial just reported Q1 2026 earnings — eps misses estimates. We break down what went wrong and whether FNF 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: $3.2B • E...

KVUE Stock: EPS Beats by 19% — Q1 2026 Earnings Analysis 11.05.2026 13:42

## Chapters 0:00 The Kenvue Story 3:48 Earnings Overview Kenvue just reported Q1 2026 earnings — eps beats by 19%. The mixed results raise questions — here's our full breakdown of what it means for KVUE. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3.9B • EPS: $0.32 vs $0....

WEC Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis 11.05.2026 14:17

## Chapters 0:00 The WEC Energy Group Story 3:48 Earnings Overview WEC Energy Group just reported Q1 2026 earnings — eps beats by 7%. The mixed results raise questions — here's our full breakdown of what it means for WEC. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3.4B •...

GEN Stock: EPS Beats, Revenue Misses — Q1 2026 11.05.2026 14:43

## Chapters 0:00 The Gen Digital Story 3:48 Earnings Overview Gen Digital just reported Q1 2026 earnings — eps beats, revenue misses. The mixed results raise questions — here's our full breakdown of what it means for GEN. 🔔 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 •...

AEE Stock: EPS Beats by 9% — Q1 2026 Earnings Analysis 11.05.2026 14:08

## Chapters 0:00 The Ameren Story 3:48 Earnings Overview Ameren just reported Q1 2026 earnings — eps beats by 9%. The mixed results raise questions — here's our full breakdown of what it means for AEE. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $2.2B • EPS: $1.28 vs $1.17...

PEG Stock: EPS Beats by 8% — Q1 2026 Earnings Analysis 11.05.2026 14:15

## Chapters 0:00 The PSEG Story 3:48 Earnings Overview PSEG just reported Q1 2026 earnings — eps beats by 8%. The mixed results raise questions — here's our full breakdown of what it means for PEG. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3.8B • EPS: $1.55 vs $1.44 exp...

ONTO Stock: EPS Beats, Revenue Misses — Q1 2026 11.05.2026 14:04

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

DVA Stock: EPS Beats by 23% — Q1 2026 Earnings Analysis 11.05.2026 14:40

## Chapters 0:00 The DaVita Story 3:48 Earnings Overview DaVita just reported Q1 2026 earnings — eps beats by 23%. The mixed results raise questions — here's our full breakdown of what it means for DVA. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3.4B • EPS: $2.87 vs $2.3...

CHRD Stock: EPS Beats by 30% — Q1 2026 Earnings Analysis 10.05.2026 13:33

## Chapters 0:00 The Chord Energy Story 3:48 Earnings Overview Chord Energy just reported Q1 2026 earnings — eps beats by 30%. The mixed results raise questions — here's our full breakdown of what it means for CHRD. 🔔 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 • EPS:...

TXRH Stock: EPS Beats, Revenue Misses — Q1 2026 10.05.2026 14:29

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

GXO Stock: EPS Beats by 35% — Q1 2026 Earnings Analysis 10.05.2026 14:19

## Chapters 0:00 The GXO Logistics Story 3:48 Earnings Overview GXO Logistics just reported Q1 2026 earnings — eps beats by 35%. The mixed results raise questions — here's our full breakdown of what it means for GXO. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $3.3B • EPS:...

IT Stock: EPS Beats by 11% — Q1 2026 Earnings Analysis 10.05.2026 14:01

## Chapters 0:00 The Gartner Story 3:48 Earnings Overview Gartner just reported Q1 2026 earnings — eps beats by 11%. The mixed results raise questions — here's our full breakdown of what it means for IT. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $1.5B • EPS: $3.32 vs $2....

LNG Stock: EPS Beats by 12% — Q1 2026 Earnings Analysis 10.05.2026 14:26

## Chapters 0:00 The Cheniere Energy Story 3:48 Earnings Overview Cheniere Energy just reported Q1 2026 earnings — eps beats by 12%. The mixed results raise questions — here's our full breakdown of what it means for LNG. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $5.9B •...