Colton Thomas

Charged Alpha Stock Encyclopedia

Business EN ↓ Епізодів: 1769

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.

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Автор

Colton Thomas

Категорія

Business

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chargedalpha.podbean.com

Останній епізод

2 лис 2026

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Епізоди

UNF Stock: UniFirst Is Being Bought by Cintas — Is the 8% Merger Spread Worth the FTC Risk? 08.07.2026 9:33

UniFirst (UNF) Q3 FY2026 — UniFirst is being acquired by Cintas for $155 cash + 0.772 Cintas shares (~$295 today), but the stock trades near $274 — an ~8% spread reflecting FTC antitrust risk after a June 11 Second Request. This isn't a fundamentals story anymore — it's a merger-arbitrage bet. Cintas, the #1 uniform-rental company, is buying UniFirst. Shareholders approved on June 11, but the FTC...

LNN Stock: Lindsay Is a Quality Compounder in a Farm Slump — But Is It Too Expensive? 08.07.2026 13:13

Lindsay (LNN) Q3 FY2026 — Revenue fell 5% to $160.8M and EPS slipped to $1.53 as the ag down-cycle pressured irrigation, while infrastructure grew 8% and the MENA project lifted backlog. Lindsay is a rare thing: a net-cash, moat-owning compounder (Zimmatic irrigation + the Road Zipper) aggressively buying back its own stock right through a farm recession. The catch is the price — roughly 23x troug...

GBX Stock: Greenbrier’s Earnings Cratered and Wall Street Says Sell — Is the Bottom a Buy? 08.07.2026 9:49

Greenbrier (GBX) Q3 FY2026 — Revenue fell 32% to $576.5M and missed estimates, EPS dropped to $0.60, and management trimmed full-year guidance — but the lease fleet grew 23% at 99% utilization. Greenbrier's earnings have collapsed from $6.35 a share last year toward ~$3 this year, guidance was just cut, and the Street rates it a Sell. Yet it's quietly becoming a rail-leasing company, trades below...

FIZZ Stock: The LaCroix Company Just Paid a Huge Special Dividend — Is It a Buy? (FY2026) 08.07.2026 9:17

National Beverage (FIZZ) FY2026 — Shares popped double digits after National Beverage declared a $3.25/share special dividend — roughly 10% of the stock — even as case volumes fell 6.7%. The maker of LaCroix is one of the most under-covered stocks on the market: founder Nick Caporella owns ~73%, management holds no earnings calls, and almost no Wall Street analyst follows it. Sales were flat, volu...

STZ Stock: 12x Earnings, And Buffett Bailed - Q1 FY2027 01.07.2026 9:38

STZ (Constellation Brands) reported Q1 FY2027 earnings on 2026-06-30. Stock fell 13.9% on the print. Here's the breakdown: Is STZ a buy, hold, or sell after this quarter? In this Constellation Brands (STZ) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings q...

NKE Stock: Why The Huge Beat Was A Mirage - Q4 FY2026 01.07.2026 9:27

NKE (Nike) reported Q4 FY2026 earnings on 2026-06-30. Stock fell 31.3% on the print. Here's the breakdown: Is NKE a buy, hold, or sell after this quarter? In this Nike (NKE) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pri...

PRGS Stock: 5x Earnings After A Beat-And-Raise - Q2 FY2026 01.07.2026 9:37

PRGS (Progress Software) reported Q2 FY2026 earnings on 2026-06-30. Stock fell 44.8% on the print. Here's the breakdown: Is PRGS a buy, hold, or sell after this quarter? In this Progress Software (PRGS) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings qual...

CNXC Stock: 2x Earnings After A 22% Crash - Q2 FY2026 30.06.2026 9:28

CNXC (Concentrix) reported Q2 FY2026 earnings on 2026-06-29. Stock fell 22.2% on the print. Here's the breakdown: Is CNXC a buy, hold, or sell after this quarter? In this Concentrix (CNXC) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending w...

AVAV Stock: Record Quarter, Full-Year Loss - Q4 FY2026 30.06.2026 9:51

AVAV (AeroVironment) reported Q4 FY2026 earnings on 2026-06-29. Stock jumped 20.2% on the print. Here's the breakdown: Is AVAV a buy, hold, or sell after this quarter? In this AeroVironment (AVAV) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality -...

DRI Stock: Darden Beat Earnings But Olive Garden Slowed - Is It A Buy? Q4 FY2026 25.06.2026 11:12

DRI (Darden Restaurants) reported Q4 FY2026 earnings on 2026-06-25. Stock jumped 0.3% on the print. Here's the breakdown: Is DRI a buy, hold, or sell after this quarter? In this Darden Restaurants (DRI) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings qual...

AYI Stock: How Acuity Turned Flat Sales Into A 38% Profit Jump Q3 FY2026 25.06.2026 11:16

AYI (Acuity) reported Q3 FY2026 earnings on 2026-06-25. Stock jumped 2.3% on the print. Here's the breakdown: Is AYI a buy, hold, or sell after this quarter? In this Acuity (AYI) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clea...

SNX Stock: TD Synnex Crushed It On AI Servers - So Why Did It Drop? Q2 FY2026 25.06.2026 10:56

SNX (TD Synnex) reported Q2 FY2026 earnings on 2026-06-25. Stock fell 2.4% on the print. Here's the breakdown: Is SNX a buy, hold, or sell after this quarter? In this TD Synnex (SNX) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a...

WS Stock: Worthington Steel Grew Sales 12% - So Why The Loss? Q4 FY2026 25.06.2026 10:54

WS (Worthington Steel) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 4.0% on the print. Here's the breakdown: Is WS a buy, hold, or sell after this quarter? In this Worthington Steel (WS) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - e...

JEF Stock: Jefferies Posted Record Deal Revenue - So Why Did It Fall? Q2 FY2026 25.06.2026 10:35

JEF (Jefferies) reported Q2 FY2026 earnings on 2026-06-24. Stock fell 4.3% on the print. Here's the breakdown: Is JEF a buy, hold, or sell after this quarter? In this Jefferies (JEF) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a...

MU Stock: Micron’s Revenue Exploded 346% On AI Memory - Still A Buy At $1 Trillion? Q3 FY2026 25.06.2026 10:28

MU (Micron) reported Q3 FY2026 earnings on 2026-06-24. Stock fell 0.3% on the print. Here's the breakdown: Is MU a buy, hold, or sell after this quarter? In this Micron (MU) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pri...

PAYX Stock: Paychex Beat And Grew 12% - So Why Did It Fall? Q4 FY2026 24.06.2026 11:03

PAYX (Paychex) reported Q4 FY2026 earnings on 2026-06-24. Stock fell 3.6% on the print. Here's the breakdown: Is PAYX a buy, hold, or sell after this quarter? In this Paychex (PAYX) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a c...

DAKT Stock: Daktronics Crushed Earnings And Swung To Profit - Why Only A Hold? Q4 FY2026 24.06.2026 11:02

DAKT (Daktronics) reported Q4 FY2026 earnings on 2026-06-24. Stock jumped 3.1% on the print. Here's the breakdown: Is DAKT a buy, hold, or sell after this quarter? In this Daktronics (DAKT) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending...

WOR Stock: Worthington’s Revenue Jumped 17% - So Why The Triple Miss? Q4 FY2026 24.06.2026 10:49

WOR (Worthington) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 0.8% on the print. Here's the breakdown: Is WOR a buy, hold, or sell after this quarter? In this Worthington (WOR) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending wit...

SUNB Stock: Sunbelt Beat And Raised Guidance - So Why Did It Crash 9%? Q4 FY2026 24.06.2026 10:29

SUNB (Sunbelt) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 9.4% on the print. Here's the breakdown: Is SUNB a buy, hold, or sell after this quarter? In this Sunbelt (SUNB) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a c...

CCL Stock: Carnival Beat And Set Records - So Why Did It Just Drop 5%? Q2 FY2026 24.06.2026 10:38

CCL (Carnival) reported Q2 FY2026 earnings on 2026-06-23. Stock fell 4.9% on the print. Here's the breakdown: Is CCL a buy, hold, or sell after this quarter? In this Carnival (CCL) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cl...

FDX Stock: FedEx Beat And Spun Off Its Freight Arm - Is The Breakup Worth It? Q4 FY2026 23.06.2026 10:17

FDX (FedEx) reported Q4 FY2026 earnings on 2026-06-23. Stock fell 3.5% on the print. Here's the breakdown: Is FDX a buy, hold, or sell after this quarter? In this FedEx (FDX) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pr...

CBRS Stock: Cerebras Grew 92% On A $20B OpenAI Deal - But Where’s The Catch? Q1 2026 23.06.2026 10:32

CBRS (Cerebras) reported Q1 2026 earnings on 2026-06-23. Stock jumped 1.0% on the print. Here's the breakdown: Is CBRS a buy, hold, or sell after this quarter? In this Cerebras (CBRS) Q1 2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a c...

KR Stock: Kroger’s New Walmart CEO Is Cutting Prices On Purpose - And The Stock Fell Q1 FY2026 18.06.2026 10:09

KR (Kroger) reported Q1 FY2026 earnings on 2026-06-18. Stock fell 3.6% on the print. Here's the breakdown: Is KR a buy, hold, or sell after this quarter? In this Kroger (KR) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear pri...

ACN Stock: Accenture Beat Earnings - And Crashed To A Decade-Low 12x On AI Fears Q3 FY2026 18.06.2026 10:06

ACN (Accenture) reported Q3 FY2026 earnings on 2026-06-18. Stock fell 5.7% on the print. Here's the breakdown: Is ACN a buy, hold, or sell after this quarter? In this Accenture (ACN) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a...

KMX Stock: CarMax Beat Earnings 39% - And The Stock Crashed 8%. Here’s Why Q1 FY2027 17.06.2026 9:43

KMX (CarMax) reported Q1 FY2027 earnings on 2026-06-17. Stock fell 7.6% on the print. Here's the breakdown: Is KMX a buy, hold, or sell after this quarter? In this CarMax (KMX) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear...