Podcast Episodes
Back to SearchThe Buckle (BKE): The 10% Dividend Yield That Nobody Actually Promised
The Buckle (BKE) Q2 FY2026 — Q2 FY2026 (13 weeks ended August 1, 2026): net sales $319.8m, UP 4.60% and the biggest second quarter in a decade, compa…
1 month, 4 weeks ago
Telix Pharmaceuticals (TLX): The $40 Million Cheque That Made The Profit
Telix Pharmaceuticals (TLX) H1 2026 — H1 2026 (half-year ended June 30, 2026): revenue US$477.4m, UP 22.28%, gross margin 53.44% to 54.54%, and profi…
1 month, 4 weeks ago
KE Holdings (BEKE): The Revenue That Left Was Carrying Almost No Profit
KE Holdings (BEKE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net revenues RMB 24.54bn, DOWN 5.66%, yet segment contribution rose 16.56% to RMB…
1 month, 4 weeks ago
NetEase (NTES): The 23% Miss Never Touched The Games Business
NetEase (NTES) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net revenues RMB 30.11bn (+7.94%), about 2.3% ahead of consensus, while adjusted earn…
1 month, 4 weeks ago
COTY Stock Q4 FY2026: Coty Earnings - USD741M Went To A Buyback Hedge
Coty (COTY) Q4 FY2026 — Coty reported Q4 FY2026 on an 8-K accepted 20:31:43 UTC, which is 16:31 ET, on Wednesday August 19, so Thursday August 20 is …
1 month, 4 weeks ago
Alibaba (BABA): The 92% Earnings Miss That Wasn’t - And The One That Was
Alibaba Group (BABA) Q1 FY2027 — Q1 FY2027 (June quarter 2026, ended June 30): revenue RMB268,953M / $39.64B, +8.6% and ahead of a $38.63B bar. Non-G…
1 month, 4 weeks ago
OSI Systems (OSIS): They Beat By A Penny And The Backlog Didn’t Grow
OSI Systems (OSIS) Q4 FY2026 — Q4 FY2026 (quarter and year ended June 30, 2026): non-GAAP EPS $3.78 vs a $3.77 bar, a one-cent beat, on Q4 revenue of…
1 month, 4 weeks ago
AAP Stock Q2 2026: Advance Auto Parts Earnings - The Turnaround Clock Ran Out
Advance Auto Parts (AAP) Q2 2026 — Advance Auto Parts reported Q2 fiscal 2026 on an 8-K accepted 06:31:32 ET on Thursday August 20, BEFORE the open, …
1 month, 4 weeks ago
ROST Stock Q2 FY2026: Ross Stores Earnings - 78% Of The Beat Was A Refund
Ross Stores (ROST) Q2 FY2026 — Ross Stores reported Q2 FY2026 on an 8-K accepted 16:11:01 ET on Thursday August 20, so Friday August 21 is the reacti…
2 months ago
NDSN Stock Q3 FY2026: Nordson Earnings - One Segment Did All The Growth
Nordson (NDSN) Q3 FY2026 — Nordson reported fiscal Q3 2026 on an 8-K accepted 16:32:10 ET on Wednesday August 19 - 32 minutes AFTER the bell, so Thur…
2 months ago