Podcast Episodes
Back to SearchAmcor (AMCR) Q4 FY2026: The Growth Was Bought, Not Earned
Amcor plc (AMCR) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $6,398M, up 26% and $344M ahead. Adjusted EPS $1.23 vs a $1.19 bar, u…
2 months, 1 week ago
Pan American Silver (PAAS) Q2 2026: The Miss Was A Tax Bill
Pan American Silver Corp. (PAAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,124M, up 38.4%. Net earnings $305M. Basic adjusted EPS $…
2 months, 1 week ago
Erasca (ERAS) Q2 2026: Positive Data. The Stock Fell 48%.
Erasca, Inc. (ERAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $35.900M vs $21.170M; G&A $11.719M vs $9.455M; operating expense…
2 months, 1 week ago
SELLAS (SLS) Q2 2026: EPS Improved 29%. The Loss Got 46% Worse.
SELLAS Life Sciences Group, Inc. (SLS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $6.272M vs $3.871M; G&A $4.357M vs $3.002M; o…
2 months, 1 week ago
Axsome (AXSM) Q2 2026: 96 Cents Of Selling Cost Per Dollar Sold
Axsome Therapeutics (AXSM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): a GAAP loss of $(0.99) per share against a $(0.89) bar - an 11% MISS - on…
2 months, 1 week ago
Alcon (ALC) Q2 2026: A $402M Write-Off And A Lens Line Growing 1%
Alcon Inc. (ALC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): core diluted EPS $0.84 against a $0.77 bar, a 9.1% beat, on net sales of $2,782M, u…
2 months, 1 week ago
Franco-Nevada (FNV) Q2 2026: A 14-Cent Miss And A $42M Bullion Gain
Franco-Nevada Corporation (FNV) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $1.81 vs a $1.95 bar, revenue $580.9M vs $616.7M expect…
2 months, 1 week ago
Simon Property (SPG) Q2 2026: A 15-Cent EPS Miss, And A 1-Cent Move
Simon Property Group, Inc. (SPG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP diluted EPS $1.49 vs a $1.64 consensus. Real Estate FFO $3.29 …
2 months, 1 week ago
BridgeBio (BBIO) Q2 2026: Attruby Up 211%, And The $934M Preferred
BridgeBio Pharma, Inc. (BBIO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total revenue $243.7M vs a $223.1M bar, up 120%. Attruby U.S. net prod…
2 months, 1 week ago
Trimble (TRMB) Q2 2026: A Beat, A Raise, And A $562M Write-Down
Trimble Inc. (TRMB) Q2 2026 — Q2 2026 (quarter ended July 3, 2026): revenue $972.0M vs a $952.1M bar, up 11% reported and 10% organic. Non-GAAP dilut…
2 months, 1 week ago