Podcast Episodes
Back to SearchExpeditors (EXPD): Revenue +32%, Net Revenue +21% - And 40 Cents Of It Is A War
Expeditors International of Washington, Inc. (EXPD) Q2 2026 — Diluted EPS $2.03 vs a $1.68 consensus that had been RAISED 5.7% in 60 days. Revenue $3…
3 weeks ago
Emerson (EMR): A 3-Cent Beat, A 5-Cent Raise - And $82M Of It Was A Tariff Refund
Emerson Electric Co. (EMR) Q3 FY2026 — Adjusted EPS $1.71 vs Emerson's own $1.65-$1.70 guide and the Street's $1.68. Net sales $4,873M, +7%. Free cas…
3 weeks ago
Marathon Petroleum (MPC): A 24% Beat, A $5.1B Quarter - And 45% Of It Is A Different Stock
Marathon Petroleum Corporation (MPC) Q2 2026 — Net income attributable to MPC $5,138M, or $17.73 diluted, vs $14.27 consensus - a 24% beat, and GAAP …
3 weeks ago
Toast (TOST): The 34 Cents Everyone Printed Wasn’t GAAP - And Cash Flow Fell 37%
Toast, Inc. (TOST) Q2 2026 — Revenue $1,908M, +23.1%, vs ~$1,873M consensus. GAAP diluted EPS $0.26 vs $0.13 (FactSet est $0.20) - the $0.34 in the d…
3 weeks ago
Gilead (GILD): Revenue Beat, $10.5B Loss - And A Bar That Fell $9.50
Gilead Sciences, Inc. (GILD) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $7,803M, +10%, vs ~$7.37-7.40B consensus - a ~$400M beat. GAAP d…
3 weeks ago
Pinterest (PINS): Beat On Every Line - And Stock Comp Bigger Than All The Profit
Pinterest, Inc. (PINS) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $1,179.7M, +18.2%, vs ~$1,148M consensus (+17% constant currency). Non…
3 weeks ago
DigitalOcean (DOCN): A 73% Earnings Beat — And Earnings Still Fell 24%
DigitalOcean Holdings (DOCN) Q2 2026 — Q2 2026, quarter ended June 30, 2026. Revenue $281.2M, +28.6%, vs ~$279M consensus. Non-GAAP EPS $0.45 vs $0.2…
3 weeks ago
TransDigm (TDG): Beat, Raised Guidance, Closed Red — Is TDG Stock a Buy?
TransDigm Group (TDG) Q3 FY2026 — Fiscal Q3 2026, the 13 weeks ended June 27, 2026. Net sales $2,741M, +22.5% (organic +13%), vs ~$2.68B consensus. A…
3 weeks ago
Tower Semiconductor (TSEM): Record Quarter, Negative Free Cash Flow — Is TSEM Stock a Buy?
Tower Semiconductor (TSEM) Q2 2026 — Q2 2026, quarter ended June 30. Revenue $460.1M, +23.7% YoY, vs ~$463.8M consensus (a MISS). GAAP EPS $0.80 basi…
3 weeks ago
Kratos (KTOS): Revenue +30.5%, A Double Beat — And An Operating LOSS. Is KTOS Stock a Buy?
Kratos Defense (KTOS) Q2 2026 — Reported Aug 4, 2026 for Q2 2026, the quarter ended June 28. Revenue $458.8M, +30.5% YoY (+19.1% organic), vs ~$410.4…
3 weeks ago