Podcast Episodes
Back to SearchGrab (GRAB): EBITDA +54%, Profit 12x - But Free Cash Flow FELL. Is GRAB a Buy?
Grab Holdings Limited (GRAB) Q2 2026 — Reported August 3, 2026 after the US close for Q2 2026 (the quarter ended June 30, 2026). Revenue $997M (+22% …
3 months ago
ON Semiconductor (ON): EPS +40%, Free Cash Flow 4x, Stock -40%. Is ON a Buy?
ON Semiconductor Corporation (onsemi) (ON) Q2 2026 — Reported August 3, 2026 before the open for Q2 2026 (the quarter ended July 3, 2026). Revenue $1…
3 months ago
JAZZ (Jazz Pharmaceuticals): The EPS ’Miss’ Was a $77M Check It Won’t Add Back — Q2 2026
Jazz Pharmaceuticals plc (JAZZ) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $1,208.3M, +15.6%, a…
3 months ago
POWL (Powell Industries): A Record $934M Order Book — And 57% Of It Was Three Orders. Q3 FY2026
Powell Industries, Inc. (POWL) Q3 FY2026 — Reported after the close on August 3 (the 8-K hit EDGAR at 4:28pm ET; fiscal Q3 2026, the three months end…
3 months ago
FANG (Diamondback): Record $6.65 EPS — And The Gas Sold For MINUS $2.15. Q2 2026
Diamondback Energy, Inc. (FANG) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $5,562M, +51.2%. GAA…
3 months ago
AEIS (Advanced Energy): The AI Power Beat That Wasn’t AI — 93% Came From Semi-Cap. Q2 2026
Advanced Energy Industries, Inc. (AEIS) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $574.1M, +30.1%, a…
3 months ago
TKO (UFC + WWE): A Beat, A Raise — And 66% Of The Profit Isn’t Yours. Q2 2026
TKO Group Holdings, Inc. (TKO) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $1,547.1M, +18.3%. Adjusted…
3 months ago
VRTX (Vertex Pharmaceuticals): A Beat, A Raise — And 75% Of Revenue Just Shrank. Q2 2026
Vertex Pharmaceuticals Incorporated (VRTX) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Total revenue $3,333.9M…
3 months ago
BWXT (BWX Technologies): Record Backlog, Guidance Raised — And 67% Of Revenue Grew 2%. Q2 2026
BWX Technologies, Inc. (BWXT) Q2 2026 — Reported after the close on August 3 (three months ended June 30, 2026). Revenue $901.6M, +18.0%. GAAP EPS $0…
3 months ago
Sterling (STRL): Record Quarter, Guidance Raised — And 78% Of Revenue Is Now One Bet. Q2 2026
Sterling Infrastructure, Inc. (STRL) Q2 2026 — Reported after the close on August 3 (the three months ended June 30, 2026). Revenue $1,168.2M, up 90.…
3 months ago