Podcast Episodes
Back to SearchEverus (ECG): A 44% Beat, A Record Backlog - And It Closed At The Low.
Everus Construction Group, Inc. (ECG) Q2 2026 — Revenue $1,231.5M UP 33.7% (organic UP 30.0%). EBITDA $128.6M UP 52.7%, a 10.4% margin. GAAP diluted …
2 months, 4 weeks ago
Medline (MDLN): They Beat By 52%. The Beat Was A Tariff Refund.
Medline Inc. (MDLN) Q2 2026 — Net sales $7,685M UP 11.6% (organic UP 11.5%). Adjusted EBITDA $1,060M UP 13.4% - but $243M of it is an IEEPA tariff re…
2 months, 4 weeks ago
CVS Health (CVS): They Beat By 71 Cents. They Raised By 60.
CVS Health Corporation (CVS) Q2 2026 — Revenue $106,096M, UP 7.3% YoY, about $5.0B ahead of the bar. Adjusted operating income $5,157M, UP 35.4%. Adj…
2 months, 4 weeks ago
Paramount Skydance (PSKY): They Raised Guidance. Q3 Is Guided DOWN.
Paramount Skydance Corporation (PSKY) Q2 2026 — Revenue $6,913M, UP 1.0% YoY, ahead of a ~$6.88B bar. Adjusted EBITDA $1,099M, UP 27%, a 15.9% margin…
2 months, 4 weeks ago
TeraWulf (WULF): A $19 Billion Anthropic Lease. The Stock Fell Anyway.
TeraWulf Inc. (WULF) Q2 2026 — Revenue $44.8M, DOWN 6.0% YoY, against a $46.0M FactSet bar. HPC lease revenue $31.9M - 71% of the top line, up from Z…
2 months, 4 weeks ago
Shopify (SHOP): A 4% Beat Moved The Stock 17%. It Was The Guide.
Shopify Inc. (SHOP) Q2 2026 — Revenue $3,583M, UP 33.7% YoY, against a ~$3.45B bar. GMV $115.6B, up 31.6%. Operating income $488M, up 67.7%, margin 1…
2 months, 4 weeks ago
United Therapeutics (UTHR): $7.27 Beat Consensus. Operating Income Fell 9%.
United Therapeutics Corporation (UTHR) Q2 2026 — Revenue $783.3M, DOWN 1.9% YoY (it beat a $765.9M bar). Operating income fell 9.2% to $330.8M, margi…
2 months, 4 weeks ago
Flutter (FLUT): FanDuel’s Parent Reported 49 Cents. It Lost $1.57.
Flutter Entertainment plc (FLUT) Q2 2026 — Revenue $4,326M, up 3.3% and a small beat. But group adjusted EBITDA fell 45% to $508M, the US segment fel…
2 months, 4 weeks ago
Eli Lilly (LLY): They Called It A 39% Beat. Both Numbers Were Wrong.
Eli Lilly and Company (LLY) Q2 2026 — Revenue $22,974M vs ~$20,490M expected, up 48% YoY - a $2.5B beat. Non-GAAP EPS $8.38 vs a REAL consensus near …
3 months ago
Kraft Heinz (KHC): A 3-Cent Beat, An 18.8% Earnings Drop, And A $7.4B Write-Off
The Kraft Heinz Company (KHC) Q2 2026 — Adjusted EPS $0.56 beat the $0.53 estimate - and fell 18.8% from $0.69. GAAP EPS was -$4.60 on a $5.46B net l…
3 months ago