Podcast Episodes
Back to SearchMcKesson (MCK): 20% EPS Growth. A Third Of It Was Bought.
McKesson Corporation (MCK) Q1 FY2027 — Revenue $105,380M UP 8%. Adjusted EPS $9.93 UP 20%, beating the $9.56 bar by $0.37 - the fourth straight beat …
3 weeks ago
MKS (MKSI): It Beat Every Line - And The Stock Shrugged. Here’s Why.
MKS Inc. (MKSI) Q2 2026 — MKS reports AFTER the close - the 8-K was accepted at 4:31pm ET on Aug 5 - so the -2.39% close at $313.10 is a PRE-print pr…
3 weeks ago
CDW (CDW): It Beat Both Lines - And Fell 9%. Here’s What Broke.
CDW Corporation (CDW) Q2 2026 — Net sales $6,572.2M UP 10.0% beat a ~$6.21B bar and non-GAAP EPS $2.91 beat $2.80. Then the cascade: gross profit +6.…
3 weeks ago
Western Digital (WDC): It Beat, It Raised - And The Stock Fell 16%.
Western Digital Corporation (WDC) Q4 FY2026 — Revenue $3,747M UP 44% and non-GAAP EPS $3.56 beat a $3.29 bar. Non-GAAP gross margin 54.4%, up 1,310bp…
3 weeks ago
Coeur (CDE): A Record $1.1B Quarter. Earnings Per Share Fell 25%.
Coeur Mining, Inc. (CDE) Q2 2026 — Revenue $1,085.6M UP 126%, adjusted EBITDA $478.3M UP 124%, free cash flow $387.5M UP 165% - all company records. …
3 weeks ago
Axon (AXON): Revenue Up 35%. Free Cash Flow: Minus $1 Million.
Axon Enterprise, Inc. (AXON) Q2 2026 — Net sales $904.4M UP 35.3% and guidance RAISED to 32-34%. Adjusted EBITDA $242.0M - but $144.3M of that is sto…
3 weeks ago
MercadoLibre (MELI): Revenue Up 50%. Operating Profit Down 17%.
MercadoLibre, Inc. (MELI) Q2 2026 — Net revenues $10,169M UP 49.8% (up 43% FX-neutral), the fastest in four years. Income from operations $683M DOWN …
3 weeks ago
Everus (ECG): A 44% Beat, A Record Backlog - And It Closed At The Low.
Everus Construction Group, Inc. (ECG) Q2 2026 — Revenue $1,231.5M UP 33.7% (organic UP 30.0%). EBITDA $128.6M UP 52.7%, a 10.4% margin. GAAP diluted …
3 weeks ago
Medline (MDLN): They Beat By 52%. The Beat Was A Tariff Refund.
Medline Inc. (MDLN) Q2 2026 — Net sales $7,685M UP 11.6% (organic UP 11.5%). Adjusted EBITDA $1,060M UP 13.4% - but $243M of it is an IEEPA tariff re…
3 weeks ago
CVS Health (CVS): They Beat By 71 Cents. They Raised By 60.
CVS Health Corporation (CVS) Q2 2026 — Revenue $106,096M, UP 7.3% YoY, about $5.0B ahead of the bar. Adjusted operating income $5,157M, UP 35.4%. Adj…
3 weeks ago