Podcast Episodes
Back to SearchGarrett 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, 1 day 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, 1 day ago
Skyworks (SWKS): A Beat, a $2B Buyback, a Killed Dividend — and Free Cash Flow Went NEGATIVE
Skyworks Solutions, Inc. (SWKS) Q3 FY2026 — Reported after the close July 28 (fiscal Q3 2026 ended July 3; Skyworks' FY ends October 2). Revenue $934…
4 weeks, 1 day ago
Disc Medicine (IRON): FDA Said No — the Stock Went Back Anyway. Is IRON a Buy?
Disc Medicine, Inc. (IRON) Q2 2026 — Reported before the open on July 30 (calendar Q2 ended June 30, 2026). There is no revenue line: R&D $46.9M (+1.…
4 weeks, 1 day ago
IQVIA (IQV): Best Bookings Since 2022, Stock +14% — and GAAP Profit Did Not Move. Is IQV a Buy?
IQVIA Holdings Inc. (IQV) Q2 2026 — Reported before the open on July 28 (calendar Q2 ended June 30, 2026). Revenue $4,368M (+8.7% YoY, +8.5% cc); adj…
4 weeks, 1 day ago
Woodward (WWD): Record Margins, a Raised Guide — and a 14% Drop. Is WWD Stock a Buy?
Woodward, Inc. (WWD) Q3 FY2026 — Reported at 4:00pm ET on July 29 (fiscal Q3 ended June 30, 2026). Net sales $1,109.7M (+21% YoY); adjusted EPS $2.52…
4 weeks, 1 day ago
Impinj (PI): A RECORD Quarter Built on a Once-a-Year Cheque — Is PI Stock a Buy?
Impinj, Inc. (PI) Q2 2026 — Reported after the close on July 29 (quarter ended June 30, 2026). Revenue $108.4M (+11% YoY) vs a $103-106M guide; non-G…
4 weeks, 1 day ago
Sonos (SONO): It Beat on EVERY Line — the Stock Fell 18% — Is SONO Stock a Buy?
Sonos, Inc. (SONO) Q3 FY2026 — Reported after the close July 29 (quarter ended June 27, 2026). Revenue $375.3M (+8.8%), non-GAAP EPS $0.27 vs ~$(0.02…
4 weeks, 1 day ago
Sanofi (SNY): Sales +18%, Guidance RAISED — the Stock FELL. Is SNY Stock a Buy?
Sanofi (SNY) Q2 2026 — Reported before the European open on July 30 (quarter ended June 30, 2026). Q2 net sales EUR 11,597M, +17.8% at constant excha…
4 weeks, 1 day ago
Madison Air (MAIR): It RAISED Guidance — the Stock Fell 8% — Is MAIR Stock a Buy?
Madison Air Solutions Corporation (MAIR) Q2 2026 — Reported the MORNING of July 30 (quarter ended June 30, 2026). Net sales $991.3M (+21.0% GAAP, +14…
4 weeks, 1 day ago