Podcast Episodes
Back to SearchInterDigital (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…
4 weeks 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…
4 weeks 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…
4 weeks 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 (…
4 weeks 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…
4 weeks 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 …
4 weeks 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% …
4 weeks 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 …
4 weeks ago
Garrett Motion (GTX): Record Margin, Raised Guide — and the Stock Fell. Is GTX a Buy?
Garrett Motion Inc. (GTX) Q2 2026 — Reported pre-market July 29 (calendar Q2 ended June 30, 2026). Net sales $976M (+7% reported, +5% cc) vs ~$963M e…
4 weeks ago
Mettler-Toledo (MTD): Beat, Raised — and 68% of the Growth Is the Buyback. Is MTD a Buy?
Mettler-Toledo International Inc. (MTD) Q2 2026 — Reported after the close on July 30 (calendar Q2 ended June 30, 2026). Net sales $1,027.3M (+4.5% r…
4 weeks ago