Podcast Episodes
Back to SearchRoyal Gold (RGLD): The One-Cent Beat That Was Public 15 Days Early
Royal Gold (RGLD) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $450.5M vs $209.6M, up 114.9%, but 1.8% BELOW the $458.85M Street bar. GAA…
2 months, 3 weeks ago
Zoetis (ZTS): The Two-Cent Beat That Lasted Exactly One Day
Zoetis (ZTS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $2.468B vs $2.474B, flat reported and -1% organic operational, against a ~$2.50…
2 months, 3 weeks ago
Republic Services (RSG): The Guidance Raise That Decodes To 1.2% Growth
Republic Services (RSG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $4.430B vs $4.235B, +4.6%, against a ~$4.41B Street bar. GAAP EPS $1…
2 months, 3 weeks ago
Halozyme (HALO): 48% Growth, A 20% Pop - And A Patent That Expires In 2027
Halozyme Therapeutics (HALO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total revenue $481.0M vs $325.7M, +47.7%, against a ~$402M Street bar. …
2 months, 3 weeks ago
Paycom (PAYC): A 50-Cent Beat - And 52 Cents Of It Was The Buyback
Paycom (PAYC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $531.2M vs $483.6M, +9.8%, against a ~$513.1M Street bar. Recurring and other …
2 months, 3 weeks ago
Sempra (SRE): A 9-Cent Beat - And 8 Cents Of It Was Last Quarter’s Money
Sempra (SRE) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP earnings $796M / $1.21 diluted EPS vs $461M / $0.71. Adjusted earnings $762M / $1.…
2 months, 3 weeks ago
Novo Nordisk (NVO): A 23% Beat, A Raised Guide - And The Stock Still Fell
Novo Nordisk A/S (NVO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026), reported in Danish kroner: adjusted net sales DKK 78,488M, +7% at constant cu…
2 months, 3 weeks ago
Insulet (PODD): A Beat, A One-Point Guidance Cut - And The Stock Fell 20%
Insulet Corporation (PODD) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $801.7M +23.5% (+22.7% constant currency), which cleared the TOP …
2 months, 3 weeks ago
Elanco (ELAN): A 26% Beat, A Third Straight Raise - And The Stock Fell 17%
Elanco Animal Health (ELAN) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,368M +10% (+8% organic constant currency), adjusted EPS $0.34…
2 months, 3 weeks ago
W.W. Grainger (GWW): Beat And Raised - And The Stock Fell 5% On A Tariff Refund
W.W. Grainger (GWW) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $5,021M +10.3% (+13.7% daily organic constant currency), diluted EPS $…
2 months, 3 weeks ago