Podcast Episodes
Back to SearchEaton (ETN): Orders +41%, Backlog +43% — But GAAP EPS Fell 16%. Is ETN a Buy?
Eaton Corporation plc (ETN) Q2 2026 — Reported July 31, 2026 pre-market for Q2 2026 (quarter ended June 30). Revenue $8,531M (+21%, organic +14%) vs …
3 months ago
Yum China (YUMC): EPS +21%, Revenue +13%, Margin Flat. Is YUMC a Buy?
Yum China Holdings, Inc. (YUMC) Q2 2026 — Reported July 30 pre-market for Q2 2026 (quarter ended June 30). Total revenue $3,138M (+13% reported, +6% …
3 months ago
IES Holdings (IESC): Revenue +40%, Backlog +119%, Stock +30% in a Day. Is IESC a Buy?
IES Holdings, Inc. (IESC) Q3 FY2026 — Reported July 31 for fiscal Q3 2026 (quarter ended June 30; IES's fiscal year ends Sept 30). Revenue $1,242.7M …
3 months ago
Garrett 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…
3 months 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…
3 months 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…
3 months 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.…
3 months 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…
3 months 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…
3 months 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…
3 months ago