Podcast Episodes
Back to SearchArxis (ARXS): GAAP Says It LOST Money — the Stock Rose 28% — Is ARXS Stock a Buy?
Arxis, Inc. (ARXS) Q2 2026 — Reported AFTER the close on July 29. Revenue $500.7M (+25.0%, 21.0% ORGANIC), adjusted EBITDA $211.5M (+37.6%) at a 42.2…
4 weeks, 2 days ago
Imperial Oil (IMO): Profit DOUBLED on $92 Oil — and the Stock Moved 0.6% — Is IMO Stock a Buy?
Imperial Oil Limited (IMO) Q2 2026 — Imperial Oil reported Q2 2026 (quarter ended June 30) before the open on July 31. ALL COMPANY FIGURES ARE IN CAN…
4 weeks, 2 days ago
ICON plc (ICLR): Best Bookings in CRO History — and the Stock Fell 8% — Is ICLR Stock a Buy?
ICON plc (ICLR) Q2 2026 — ICON reported Q2 2026 (quarter ended June 30) after the close on July 29. Revenue $2,063.5M (+1.2%, +0.4% cc), adjusted EPS…
4 weeks, 2 days ago
Neogen (NEOG): Revenue Fell, It Lost Money, and the Stock Jumped 28% — Is NEOG Stock a Buy?
Neogen Corporation (NEOG) Q4 FY2026 — Neogen's fiscal year ends May 31, so the July 30 print is Q4 AND full-year FY2026 — not a calendar Q2. Q4 reven…
4 weeks, 2 days ago
Cameco (CCJ): Earnings Fell 92% and Guidance Went UP — Is CCJ Stock Worth Buying?
Cameco Corporation (CCJ) Q2 2026 — Cameco reports in CANADIAN dollars and trades in New York in US dollars. Q2 2026: revenue C$814M (-7%), net earnin…
4 weeks, 2 days ago
Bandwidth (BAND): Revenue +22%, Real Growth +11.8% — The $68M Footnote That Cost 29% In A Day
Bandwidth Inc. (BAND) Q2 2026 — Revenue $219.9M vs $180.0M (+22.2%), a BEAT vs ~$217.0M consensus. Non-GAAP EPS $0.37 (−2.6% YoY). Adj. EBITDA $27.8M…
4 weeks, 2 days ago
PTC (PTC): Revenue −7%, ARR +9% — The ASC 606 Trap Almost Every Write-Up Missed
PTC Inc. (PTC) Q3 FY2026 — Revenue $600.0M vs $643.9M (−7%, −8% cc) — a MISS vs ~$611.6M consensus. Non-GAAP EPS $1.58 vs $1.64 (−4%), a penny ahead.…
4 weeks, 2 days ago
Stryker (SYK): Beat, Raised The Floor, Fell 6.4% — The $375M Cyber Hole Nobody Refilled
Stryker Corporation (SYK) Q2 2026 — Net sales $6.589B (+9.4% reported, +9.0% organic). Adjusted EPS $3.69 vs $3.13 (+17.9%) against ~$3.49 expected —…
4 weeks, 2 days ago
Fair Isaac (FICO): Mortgage Revenue +97%, Volumes Flat — The 26% Growth Quarter That Fell 17%
Fair Isaac Corporation (FICO) Q3 FY2026 — Revenue $674.2M (+25.7%) but ~$692M expected. Non-GAAP EPS $12.18 vs $8.57 (+42.1%) vs ~$11.97 est. GAAP op…
4 weeks, 2 days ago
Ingram Micro (INGM): A Record Quarter With Negative Free Cash Flow — Why the Beat Cost It 7%
Ingram Micro Holding Corporation (INGM) Q2 2026 — Net sales $14,531.1M (+13.6%), above the high end of guidance. Non-GAAP diluted EPS $0.82 vs $0.61 …
4 weeks, 2 days ago