Podcast Episodes
Back to SearchCACI International (CACI) Q4 FY2026 Earnings: The Cost-Plus Base Went Flat
CACI International Inc (CACI) Q4 FY2026 — Q4 FY2026 (3 months ended June 30, 2026): revenue $2.709B, UP 17.6% (organic 11.6%), a beat vs ~$2.695B. Ad…
1 week, 5 days ago
Sysco (SYY) Q4 FY2026 Earnings: The Raise Is A 53rd Week
Sysco Corporation (SYY) Q4 FY2026 — Q4 FY2026 (13 weeks ended June 27, 2026): sales $22.124B, UP 4.7%, a beat vs ~$21.95B. Adjusted diluted EPS $1.53…
1 week, 5 days ago
Viasat (VSAT) Q1 FY2027 Earnings: The Capex Cliff Did Not Arrive
Viasat, Inc. (VSAT) Q1 FY2027 — Q1 FY2027 (three months ended June 30, 2026): revenue $1,156.5M, DOWN 1.2%, a miss vs ~$1,199.7M. Non-GAAP diluted EP…
1 week, 5 days ago
Zimmer Biomet (ZBH) Q2 2026 Earnings: The Beat Was The Share Count
Zimmer Biomet Holdings, Inc. (ZBH) Q2 2026 — Q2 2026 (three months ended June 30): net sales $2,177.0M, +4.8% reported / +4.0% ORGANIC constant curre…
1 week, 5 days ago
US Foods (USFD) Q2 2026 Earnings: Every Cent Of The Beat Came From The Share Count
US Foods Holding Corp (USFD) Q2 2026 — Q2 FY2026 (13 weeks ended June 27): net sales $10,532M, +4.5% vs a $10,463M consensus. Adjusted diluted EPS $1…
1 week, 5 days ago
Amrize (AMRZ) Q2 2026 Earnings: A Revenue Beat, And The Lowest Close In Its Life
Amrize Ltd (AMRZ) Q2 2026 — Q2 2026 (ended June 30, in USD under US GAAP): revenue $3,494M, +8.6% (organic +6.7%) vs $3,366M consensus - a $128M BEAT…
1 week, 5 days ago
Royalty Pharma (RPRX) Q2 2026 Earnings: The Biggest Royalty It Owns Grew Zero Percent
Royalty Pharma plc (RPRX) Q2 2026 — Q2 2026 (ended June 30): Portfolio Receipts $773M, +6%; Royalty Receipts $768M, +14%; milestones $5M vs $56M, -91…
1 week, 5 days ago
MPLX LP (MPLX) Q2 2026 Earnings: The Distribution Stopped Paying For Itself
MPLX LP (MPLX) Q2 2026 — Q2 2026 (ended June 30): adjusted EBITDA attributable to MPLX $1,775M, +5.0%; Crude Oil and Products Logistics $1,161M +2.0%…
1 week, 5 days ago
Kimberly-Clark (KMB) Q2 2026 Earnings: The Miss That Was A Beat
Kimberly-Clark Corporation (KMB) Q2 2026 — Q2 2026 (ended June 30): net sales $4,189M +0.6% (bar $4,225M, a small miss); organic sales -0.1%; adjuste…
1 week, 5 days ago
Joby Aviation (JOBY) Q2 2026 Earnings: The Loss That Was All Accounting
Joby Aviation, Inc. (JOBY) Q2 2026 — Q2 2026 (ended June 30): revenue $38.639M vs a $30.2M bar - a 28% BEAT; GAAP EPS -$0.25 vs -$0.234 - a narrow mi…
1 week, 5 days ago