Charged Alpha Stock Encyclopedia

Smithfield Foods (SFD) Q2 2026 — Q2 2026 (quarter ended June 28; 8-K accepted 8:01am ET Aug 11, so BEFORE the open): adjusted EPS $0.62 vs a $0.599 estimate and sales $3,700M vs $3,650M. The stock fell 2.3% that session and 6.9% over four, from $24.44 to $22.76. Smithfield beat by two cents and the stock still fell. Adjusted operating profit rose just $2M to $300M - and every dollar of that came f...

AECOM (ACM) Q3 FY2026 — Q3 FY2026 (quarter ended June 30; 8-K accepted 4:35pm ET Aug 10, so AFTER the close): adjusted EPS negative $0.50 vs a $1.46 estimate and net service revenue $1,609M vs $2,013.5M, both hit by a $337M charge the company did NOT add back. The stock fell 8.5% to $67.05, then 9.0% to $61.04 - down 16.7% in two sessions, and a 52-week low of $60.35 on Aug 13. It closed $63.11 on...

Madison Square Garden Sports (MSGS) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, reported before the open Aug 13): revenue $278.745M, up 37%; diluted EPS $1.16 against a $0.635 estimate, an 83% beat; the Knicks won the NBA championship. The stock closed DOWN 0.3% at $412.98 that session after touching a record $438.93 intraday, then fell 1.4% to $407.17 on Aug 14. The move had come the day before...

JBS NV (JBS) Q2 2026 — Q2 2026 (quarter ended June 30, reported after the close Aug 10): net sales $23,900M, up 13.8% and a record, roughly $855M past consensus; adjusted EPS $0.20 against a $0.31 bar; IFRS EPS -$0.10 on a $102.1M net loss. The stock fell 2.9% the next session to $13.02 on 2.4x average volume, then rose three straight days to $13.65. JBS booked the biggest quarter in its history -...

Global-e Online (GLBE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026, reported BMO Aug 12): GMV $2,089M +43.7%; revenue $299.0M +39.1% vs $288.0M consensus; adjusted EBITDA $62.4M +62.3%; GAAP diluted EPS $0.27 against a $0.22 bar. Every guidance metric raised. The stock opened at $41.06, printed a new 52-week high of $43.99 inside the first hour, then closed at $40.55 - down 0.76% on the day. Gl...

Dillard's (DDS) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026, reported BMO Aug 13): net sales $1,507.6M, -0.4%; total retail sales +1%, comps +1%. EPS $6.25 vs $4.66 and a $4.29 bar. But $37.2M of IEEPA tariff refunds ($1.82/sh) sit inside it and the company says no more are coming. Core EPS was $4.43 vs $4.42. Stock -11.80% over two sessions, from $636.02 to $560.95. Dillard's earned $6.2...

Aramark (ARMK) Q3 FY2026 — Q3 FY2026 (quarter ended July 3, 2026): revenue $5,057.9M, +9.3%, organic +8.6%, above the $4,936M bar. Adjusted diluted EPS $0.52 vs a $0.4847 bar, +30.0%. GAAP diluted EPS $0.36, +34.4%. Aramark RAISED FY2026 organic revenue guidance to +9-10% and only REAFFIRMED adjusted operating income, adjusted EPS and leverage. Stock +9.69% across three sessions, to a twelve-month...

Ascendis Pharma A/S (ASND) Q2 2026 — Quarter ended June 30, reported before the open on August 13: revenue EUR 339.3M (+115%), product revenue EUR 314.9M (+105%), IFRS diluted EPS EUR 2.83 but non-IFRS EUR 0.90 against a EUR 1.80 bar. The stock fell 3.61% to $246.23. Three earnings numbers came out of one quarter: EUR 2.83 in the headlines, EUR 0.90 in the company's own reconciliation, EUR 1.80 in...

Birkenstock Holding plc (BIRK) Q3 FY2026 — Q3 FY2026 (quarter ended June 30, 2026): revenue EUR 719.5M, up 13% reported and 15% in constant currency. Adjusted EPS EUR 0.74, up 19%; IFRS EPS EUR 0.60, down 13%. FY2026 revenue and EBITDA guidance RAISED; adjusted EPS guidance left UNCHANGED at EUR 1.90-2.05. Stock +11.6% to $41.00 on the reaction session; the L Catterton secondary then priced at $39...

Performance Food Group Company (PFGC) Q4 FY2026 — Q4 FY2026 (quarter ended June 27, 2026): net sales $18,028.9M, up 6.4% and about $80M light. Adjusted diluted EPS $1.59 vs a $1.60 bar, up 2.6%. GAAP diluted EPS $1.03, up 22.6%. Adjusted EBITDA $587.5M, up 7.4%. FY26 free cash flow $1,029.6M. Stock -8.32% across the two sessions after the print, to $104.48. PFG sold 3.5% more cases, turned them in...

Amcor plc (AMCR) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $6,398M, up 26% and $344M ahead. Adjusted EPS $1.23 vs a $1.19 bar, up 23%. GAAP EPS $0.83. Adjusted EBIT $836M. FY26 free cash flow $1,303M. Stock -1.77% to $46.56. Amcor beat on both lines and grew adjusted EPS 23%, and the stock opened higher then sold off all session. Its own growth bridge says why: of the 26% rise...

Pan American Silver Corp. (PAAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,124M, up 38.4%. Net earnings $305M. Basic adjusted EPS $0.73 vs an $0.84 bar. Attributable free cash flow $344M vs $488M in Q1. Stock -9.70% to $47.30 on 9.35M shares, 2.47x its 20-day norm. Pan American Silver earned 73 cents against an 84-cent bar and fell 9.70% to $47.30. Every headline calls this a sil...

Erasca, Inc. (ERAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $35.900M vs $21.170M; G&A $11.719M vs $9.455M; operating expenses $47.619M. Net loss $44.079M vs $33.876M. Loss per share $(0.14) vs a $(0.111) bar. Stock +1.47% to $18.58. Erasca lost 14 cents a share against an 11-cent bar and the stock still rose 1.47% to $18.58. The print is not the story. On April 27...

SELLAS Life Sciences Group, Inc. (SLS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $6.272M vs $3.871M; G&A $4.357M vs $3.002M; operating expenses $10.629M. Net loss $9.605M vs $6.601M, 46% worse. Loss per share $(0.05) vs a $(0.045) bar and $(0.07) a year ago, on 189,183,620 weighted shares vs 98,558,567. Cash $138.343M. AMC print Aug 11, so Aug 12 was the reaction: cl...

Axsome Therapeutics (AXSM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): a GAAP loss of $(0.99) per share against a $(0.89) bar - an 11% MISS - on total revenue of $218.4M, up 45.5% but below the $221.1M estimate. A double miss. The 8-K was EDGAR-accepted at 7:05 a.m. Eastern on Aug 10, so Aug 10 IS the reaction: $212.74 to $220.89, UP 3.83% on 1.4M shares against a ~700k average. It has since...

Alcon Inc. (ALC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): core diluted EPS $0.84 against a $0.77 bar, a 9.1% beat, on net sales of $2,782M, up 8% reported and 7% constant currency. IFRS diluted EPS was $0.00 after a $402M PowerVision write-off. Full-year core EPS growth guidance was RAISED to +12% to +15%. An AMC print on Aug 10, so Aug 11 was the reaction: $75.35, up 2.34%. Aug 12 handed...

Franco-Nevada Corporation (FNV) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $1.81 vs a $1.95 bar, revenue $580.9M vs $616.7M expected. Yet revenue rose 57%, GEOs sold rose 18% to 132,405, and FY26 guidance moved to the UPPER half of 510,000-570,000 GEOs. An AMC print on Aug 11, so Aug 12 was the reaction: $235.94, down 1.99% on 1.4x volume. Every screener showed a 14-cent miss. A...

Simon Property Group, Inc. (SPG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP diluted EPS $1.49 vs a $1.64 consensus. Real Estate FFO $3.29 vs a $3.18 bar, up 7.9%. Revenue $1.7906B, up 19.5%. Domestic NOI up 8.5%, occupancy 96.0%. FY26 FFO guidance raised to $13.20-$13.30; Q3 dividend $2.25, up 4.7%. An AMC print on Aug 10, so Aug 11 was the reaction: $219.53 close, down 0.46%. It closed...

BridgeBio Pharma, Inc. (BBIO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total revenue $243.7M vs a $223.1M bar, up 120%. Attruby U.S. net product revenue $222.4M vs $71.5M, up 211% and up 23.2% sequentially. Royalty revenue $15.4M. Diluted loss per share $(0.78) vs $(0.60), an 18-cent miss. Net loss to common $152.2M. Cash $720.2M at June 30, ~$1,654M pro forma for the $933.9M preferred tha...

Trimble Inc. (TRMB) Q2 2026 — Q2 2026 (quarter ended July 3, 2026): revenue $972.0M vs a $952.1M bar, up 11% reported and 10% organic. Non-GAAP diluted EPS $0.86 vs $0.802, above the company's own $0.78-$0.82 guide. Non-GAAP gross margin 71.8%, a record. Adjusted EBITDA $278.0M at 28.6%. ARR $2.509B, up 14%. A $562.0M goodwill impairment on T&L took GAAP EPS to $(2.02). FY26 guidance raised. N...

Ferguson Enterprises (FERG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $8,751M vs an $8,677M bar, up 4.6% (a 0.9% beat). Adjusted diluted EPS $3.39 vs $3.30 (a 2.7% BEAT); reported $3.43. Gross margin 31.0%, down 20bps. Adjusted operating profit $932M, up 2.9%; adjusted operating margin 10.7%, DOWN 10bps. Adjusted EBITDA $994M, up 3.2%. Full-year guidance RAISED on sales, margin fl...

CAVA Group (CAVA) Q2 2026 — Q2 FY2026 (the twelve weeks ended July 12, 2026): revenue $368.4M vs a $360.1M bar, up 31.3% (a 2.3% BEAT). GAAP diluted EPS $0.19 vs $0.18. Same restaurant sales +9.0% - 5.3 points TRAFFIC, 3.7 points price/mix. 17 net new restaurants to 476 (+19.6%). AUV $3.088M. Restaurant-level margin 25.7%, DOWN 60bp. Adjusted EBITDA $54.7M, +30.0%. The stock closed August 12 at $6...

Lumentum Holdings (LITE) Q4 FY2026 — Revenue of $1,006.3M, up 109.3% - the first billion-dollar quarter in company history - with non-GAAP EPS of $3.23 against a $2.97 bar, and a GAAP net loss of $84.65 a share. LITE closed +13.63% at $932.47. Lumentum just printed the best quarter in its history and reported a net loss of $84.65 a share. The loss is one line - $7,756.6M of loss on debt extinguish...

Fervo Energy (FRVO) Q2 2026 — Revenue of $113 THOUSAND, a $55.9M net loss and GAAP EPS of -$0.38. Fervo raised its 2030 target to 1.1 GW and moved 400 MW into Advanced Development - and the stock fell 16.59% to $20.16. The 8-K landed 7:05am ET, before the open. Fervo raised its 2030 target by 100 MW to 1.1 gigawatts, moved 400 MW into Advanced Development and added 10.5 GW of new GeoClusters - and...

WhiteFiber (WYFI) Q2 2026 — Revenue $28.8M, up 54.5%, and GAAP EPS of -$0.39 against a -$0.45 bar. But $12.3M of that revenue is a contract-termination fee from the departing anchor customer. The 10-Q was accepted 7:00am ET on Aug 12, BEFORE the open, so Wednesday Aug 12 IS the reaction: $24.22 to $28.58, up 18.00%. WhiteFiber reported revenue of $28.8M, up 54.5%, and the stock rose 18%. But $12.3...