Podcast Episodes
Back to SearchDexCom (DXCM): Revenue Rose $151M And Cost Of Sales Rose $10M. Is DXCM a Buy?
DexCom, Inc. (DXCM) Q2 2026 — Reported after the close July 30, 2026 (quarter ended June 30). Revenue $1,308.4M, +13.1% reported and +12% organic. US…
3 weeks, 5 days ago
Amphenol (APH): A Record Quarter Where Free Cash Flow Grew 7.5%. Is APH a Buy?
Amphenol Corporation (APH) Q2 2026 — Reported before the open July 29, 2026 (quarter ended June 30). Net sales $8,758.1M, +55% in dollars and +30% OR…
3 weeks, 5 days ago
InterDigital (IDCC): A 5x Earnings Beat That Was Really A 13% Decline. Is IDCC a Buy?
InterDigital, Inc. (IDCC) Q2 2026 — Reported before the open July 30, 2026 (quarter ended June 30). Revenue $260.2M crushed the company's own $139-14…
3 weeks, 5 days ago
Qorvo (QRVO): Gross Margin Jumped 1,060bps — But 66% Of The Stock Is Now Skyworks. Is QRVO a Buy?
Qorvo, Inc. (QRVO) Q1 FY2027 — Reported after the close July 28, 2026 (fiscal Q1 2027, quarter ended June 27; Qorvo's FY ends in early April). Revenu…
3 weeks, 5 days ago
Quanta (PWR): +17% On A Record Quarter — But It Blew Past Its Own 2030 Plan. Is PWR a Buy?
Quanta Services, Inc. (PWR) Q2 2026 — Reported July 30, 2026 pre-open. Revenue $9.557B (+41.1%) vs ~$8.61B expected — an 11% beat. Adjusted diluted E…
3 weeks, 5 days ago
Corcept (CORT): +27% On A Huge Beat — But The Guide Needs Lifyorli To Triple. Is CORT a Buy?
Corcept Therapeutics Incorporated (CORT) Q2 2026 — Reported July 29, 2026 after the close for Q2 2026 (three months ended June 30). Revenue $256.1M (…
3 weeks, 5 days ago
Garmin (GRMN): Record 62.4% Margin, Stock +12.6% — But H2 Is Guided To +7%. Is GRMN a Buy?
Garmin Ltd. (GRMN) Q2 2026 — Reported July 29, 2026 pre-market for Q2 2026 (the 13 weeks ended June 27). Revenue $2,022M (+11.4%) vs ~$1.93B expected…
3 weeks, 5 days ago
Eaton (ETN): Orders +41%, Backlog +43% — But GAAP EPS Fell 16%. Is ETN a Buy?
Eaton Corporation plc (ETN) Q2 2026 — Reported July 31, 2026 pre-market for Q2 2026 (quarter ended June 30). Revenue $8,531M (+21%, organic +14%) vs …
3 weeks, 5 days ago
Yum China (YUMC): EPS +21%, Revenue +13%, Margin Flat. Is YUMC a Buy?
Yum China Holdings, Inc. (YUMC) Q2 2026 — Reported July 30 pre-market for Q2 2026 (quarter ended June 30). Total revenue $3,138M (+13% reported, +6% …
3 weeks, 5 days ago
IES Holdings (IESC): Revenue +40%, Backlog +119%, Stock +30% in a Day. Is IESC a Buy?
IES Holdings, Inc. (IESC) Q3 FY2026 — Reported July 31 for fiscal Q3 2026 (quarter ended June 30; IES's fiscal year ends Sept 30). Revenue $1,242.7M …
3 weeks, 5 days ago