Podcast Episodes
Back to SearchVertiv (VRT): It Beat, It Raised, It Fell 17% — And Nobody Asked Where the Backlog Went
Vertiv Holdings Co (VRT) Q2 2026 — Vertiv (VRT) reported Q2 2026 (quarter ended June 30) on July 29. Adjusted diluted EPS was $1.52 (+60% y/y) agains…
3 months ago
Ecolab (ECL): The Water Company Became an AI Stock — At 34x Earnings
Ecolab Inc. (ECL) Q2 2026 — Ecolab (ECL) reported Q2 2026 (quarter ended June 30) on July 28. Reported sales were $4.4154B (+10%), organic sales acce…
3 months ago
GE HealthCare (GEHC): Record Orders, Record Backlog — And The Margin Still Went DOWN
GE HealthCare Technologies (GEHC) Q2 2026 — GE HealthCare (GEHC) — the medical imaging company spun out of General Electric in January 2023 — reporte…
3 months ago
Amneal (AMRX): Beat, Raised Guidance Twice — And Fell 5%. First-Half Cash Flow Was NEGATIVE $48M
Amneal Pharmaceuticals (AMRX) Q2 2026 — Amneal Pharmaceuticals (AMRX) — the Patel brothers' complex-generics and branded-neurology drugmaker — report…
3 months ago
Takeda (TAK): 11.6x Core Earnings or 52.8x Reported? The 740 Billion Yen Gap
Takeda Pharmaceutical Company Limited (TAK) Q1 FY2026 — Q1 FY2026 (three months ended June 30, 2026) revenue was JPY 1,219.9B, +10.2% at actual excha…
3 months ago
Silicon Motion (SIMO): Up 21% on a Record Quarter — So Why Was Cash Flow NEGATIVE?
Silicon Motion Technology Corporation (SIMO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026) net sales were a record $451.001M, +32% sequentially and…
3 months ago
Allegro MicroSystems (ALGM): It Beat AND Raised — So Why Is the Stock Down 42%?
Allegro MicroSystems, Inc. (ALGM) Q1 FY2027 — Q1 FY2027 (quarter ended June 26, 2026) net sales were $259.243M, +27% YoY and above the top of managem…
3 months ago
Verisk (VRSK): Adjusted EPS Rose 5.3% — But Profits Actually Fell 1.9%. Is 28x Justified?
Verisk Analytics (VRSK) Q2 2026 — Verisk Analytics (VRSK) — the data monopoly behind the forms, rules and loss costs US property & casualty insurers …
3 months ago
Aurora Innovation (AUR): 200 Driverless Trucks — And It Needs 6,000 To Break Even
Aurora Innovation, Inc. (AUR) Q2 2026 — Revenue was $2M (vs $1M a year ago, beating the $1.7M estimate) against a $266M operating loss and a $270M ne…
3 months ago
Procter & Gamble (PG): Organic Volume Was 0% — Is the Safest Stock on Earth Now the Wrong Price?
The Procter & Gamble Company (PG) Q4 FY2026 — Q4 net sales were $21.203B (+2%, a miss vs ~$21.38B); core EPS of $1.43 matched consensus but fell 3%, …
3 months ago