Podcast Episodes
Back to SearchFANG (Diamondback): Record $6.65 EPS — And The Gas Sold For MINUS $2.15. Q2 2026
Diamondback Energy, Inc. (FANG) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $5,562M, +51.2%. GAA…
3 weeks, 2 days ago
AEIS (Advanced Energy): The AI Power Beat That Wasn’t AI — 93% Came From Semi-Cap. Q2 2026
Advanced Energy Industries, Inc. (AEIS) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $574.1M, +30.1%, a…
3 weeks, 2 days ago
TKO (UFC + WWE): A Beat, A Raise — And 66% Of The Profit Isn’t Yours. Q2 2026
TKO Group Holdings, Inc. (TKO) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $1,547.1M, +18.3%. Adjusted…
3 weeks, 2 days ago
VRTX (Vertex Pharmaceuticals): A Beat, A Raise — And 75% Of Revenue Just Shrank. Q2 2026
Vertex Pharmaceuticals Incorporated (VRTX) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $3,333.9M…
3 weeks, 2 days ago
BWXT (BWX Technologies): Record Backlog, Guidance Raised — And 67% Of Revenue Grew 2%. Q2 2026
BWX Technologies, Inc. (BWXT) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $901.6M, +18.0%. GAAP EPS $0…
3 weeks, 2 days ago
Sterling (STRL): Record Quarter, Guidance Raised — And 78% Of Revenue Is Now One Bet. Q2 2026
Sterling Infrastructure, Inc. (STRL) Q2 2026 — Reported after the close on August 3 (the three months ended June 30, 2026). Revenue $1,168.2M, up 90.…
3 weeks, 2 days ago
Palantir (PLTR): Revenue Grew 93% — Bookings Grew 49%. Is PLTR a Buy After Q2 2026?
Palantir Technologies Inc. (PLTR) Q2 2026 — Reported after the close on August 3 (the three months ended June 30, 2026). Revenue $1,935.5M, up 92.8% …
3 weeks, 2 days ago
Old Dominion (ODFL): Record Operating Ratio — 91% Of The Growth Was Diesel. Is ODFL a Buy?
Old Dominion Freight Line, Inc. (ODFL) Q2 2026 — Reported before the open on July 29 (Q2 2026, the three months ended June 30, 2026). Revenue $1,554.…
3 weeks, 2 days ago
O’Reilly (ORLY): A 6% Comp — And The Operating Margin FELL. Is ORLY a Buy?
O'Reilly Automotive, Inc. (ORLY) Q2 2026 — Reported after the close on July 29 (Q2 2026, the three months ended June 30, 2026). Sales $4,892.0M, up 8…
3 weeks, 2 days ago
Royal Caribbean (RCL): Revenue +6.5%, Earnings DOWN. Is RCL a Buy?
Royal Caribbean Cruises Ltd. (RCL) Q2 2026 — Reported before the open on July 28 (Q2 2026, the three months ended June 30, 2026). Total revenue $4,83…
3 weeks, 2 days ago