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

DUK Stock: Revenue Up 8% — Q1 2026 Earnings Analysis 06.05.2026 15:08

DUK — Duke Energy Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Utilities Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

ROK Stock: EPS Beats by 15% — Q1 2026 Earnings Analysis 06.05.2026 14:46

ROK — Rockwell Automation Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Industrials Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

TDG Stock: $2.5B Revenue — Q1 2026 Earnings Analysis 06.05.2026 14:48

TDG — TransDigm Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Industrials Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

CMI Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 06.05.2026 14:43

CMI — Cummins Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Industrials Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

FISV Stock: EPS Beats by 14% — Q1 2026 Earnings Analysis 06.05.2026 14:40

FISV — Fiserv Q1 2026 Earnings. EPS beat this quarter. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Technology Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

KKR Stock: EPS Beats by 9% — Q1 2026 Earnings Analysis 05.05.2026 14:45

KKR — KKR & Co. Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Financial Services Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

ETN Stock: Revenue Up 5% — Q1 2026 Earnings Analysis 05.05.2026 14:49

ETN — Eaton Corporation Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Industrials Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

IQV Stock: $4.2B Revenue — Q1 2026 Earnings Analysis 05.05.2026 14:38

IQV — IQVIA Holdings Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Healthcare Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

PYPL Stock: EPS Beats by 6% — Q1 2026 Earnings Analysis 05.05.2026 14:14

PYPL — PayPal Holdings Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Financial Services Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

PFE Stock: $14.4B Revenue — Q1 2026 Earnings Analysis 05.05.2026 14:25

PFE — Pfizer Inc. Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Healthcare Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

MPC Stock: EPS Beats by 51% — Q1 2026 Earnings Analysis 05.05.2026 14:31

MPC — Marathon Petroleum Corporation Q1 2026 Earnings. Beat on both EPS and revenue. Hudson Thomas & Lana Chen: valuation, margins, analyst consensus, bull & bear case, options activity. Sector: Energy Free tools: https://chargedalpha.com | Data: FMP | Not financial advice.

ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis 05.05.2026 9:34

## Chapters 0:00 Snapshot Overview ON Semiconductor just reported Q1 2026 earnings — eps beats by 22%. Here's what the double beat means for ON 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: $1.5B vs $1.4B expected (+5.1% beat) • EPS:...

ON Stock: EPS Beats by 22% — Q1 2026 Earnings Analysis 05.05.2026 16:58

## Chapters 0:00 The ON Story 3:53 Earnings Overview ON Semiconductor just reported Q1 2026 earnings — eps beats by 22%. Here's what the double beat means for ON 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: $1.5B vs $1.4B expected (...

FANG Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 05.05.2026 9:37

## Chapters 0:00 Snapshot Overview Diamondback Energy just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for FANG 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: $4.2B vs $3.9B expected (+8.7% beat) •...

FANG Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis 05.05.2026 17:22

## Chapters 0:00 The FANG Story 3:50 Earnings Overview Diamondback Energy just reported Q1 2026 earnings — eps beats by 10%. Here's what the double beat means for FANG 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: $4.2B vs $3.9B expe...

PINS Stock: $1.0B Revenue — Q1 2026 Earnings Analysis 05.05.2026 9:13

## Chapters 0:00 Snapshot Overview Pinterest just reported Q1 2026 earnings — $1.0b revenue. Here's what the double beat means for PINS 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: $1.0B vs $975M expected (+3.3% beat) • EPS: $-0.12...

PINS Stock: First-Ever $1 Billion Quarter — Q1 2026 Earnings Analysis 05.05.2026 17:12

## Chapters 0:00 The PINS Story 3:47 Earnings Overview Pinterest just reported Q1 2026 earnings — $1.0b revenue. Here's what the double beat means for PINS 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: $1.0B vs $975M expected (+3.3%...

BWXT Stock: EPS Beats by 21% — Q1 2026 Earnings Analysis 05.05.2026 8:08

## Chapters 0:00 Snapshot Overview BWX Technologies just reported Q1 2026 earnings — eps beats by 21%. Here's what the double beat means for BWXT 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: $860M vs $722M expected (+19.1% beat) • E...

BWXT Stock: EPS Beats by 21% — Q1 2026 Earnings Analysis 05.05.2026 17:14

## Chapters 0:00 The BWXT Story 3:53 Earnings Overview BWX Technologies just reported Q1 2026 earnings — eps beats by 21%. Here's what the double beat means for BWXT 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: $860M vs $722M expect...

DUOL Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 05.05.2026 9:40

## Chapters 0:00 Snapshot Overview Duolingo just reported Q1 2026 earnings — eps beats by 16%. Here's what the double beat means for DUOL 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: $292M vs $280M expected (+4.3% beat) • EPS: $0.93...

DUOL Stock: EPS Beats by 16% — Q1 2026 Earnings Analysis 05.05.2026 17:01

## Chapters 0:00 The DUOL Story 3:58 Earnings Overview Duolingo just reported Q1 2026 earnings — eps beats by 16%. Here's what the double beat means for DUOL 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: $292M vs $280M expected (+4.3...

VRTX Stock: Revenue In Line — Q1 2026 Earnings Analysis 05.05.2026 9:18

## Chapters 0:00 Snapshot Overview Vertex Pharmaceuticals just reported Q1 2026 earnings — revenue in line. We break down what went wrong and whether VRTX 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: $3.0B vs $3.0B expected (-0.2% miss) • EPS: $4.06 vs $4.23 ex...

VRTX Stock: CF Fortress Meets New Pain Drug — Q1 2026 Earnings Analysis 05.05.2026 17:05

## Chapters 0:00 The VRTX Story 3:53 Earnings Overview Vertex Pharmaceuticals just reported Q1 2026 earnings — revenue in line. We break down what went wrong and whether VRTX 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: $3.0B vs $3.0B expected (-0.2% miss) • EP...

STRL Stock: EPS Beats by 57% — Q1 2026 Earnings Analysis 05.05.2026 8:35

## Chapters 0:00 Snapshot Overview Sterling Infrastructure just reported Q1 2026 earnings — eps beats by 57%. Here's what the double beat means for STRL 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: $826M vs $604M expected (+36.8% be...

STRL Stock: EPS Beats by 57% — Q1 2026 Earnings Analysis 05.05.2026 16:56

## Chapters 0:00 The STRL Story 3:41 Earnings Overview Sterling Infrastructure just reported Q1 2026 earnings — eps beats by 57%. Here's what the double beat means for STRL 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: $826M vs $604M...