Podcast Episodes
Back to SearchBirkenstock (BIRK) Q3 FY2026: They Raised Guidance, Then Sold $1 Billion Of Stock
Birkenstock Holding plc (BIRK) Q3 FY2026 — Q3 FY2026 (quarter ended June 30, 2026): revenue EUR 719.5M, up 13% reported and 15% in constant currency.…
3 days, 14 hours ago
Performance Food Group (PFGC) Q4 FY2026: The Mix Shift Worked, The Shareholder Didn’t
Performance Food Group Company (PFGC) Q4 FY2026 — Q4 FY2026 (quarter ended June 27, 2026): net sales $18,028.9M, up 6.4% and about $80M light. Adjust…
3 days, 14 hours ago
Amcor (AMCR) Q4 FY2026: The Growth Was Bought, Not Earned
Amcor plc (AMCR) Q4 FY2026 — Q4 FY2026 (quarter ended June 30, 2026): net sales $6,398M, up 26% and $344M ahead. Adjusted EPS $1.23 vs a $1.19 bar, u…
3 days, 18 hours ago
Pan American Silver (PAAS) Q2 2026: The Miss Was A Tax Bill
Pan American Silver Corp. (PAAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): revenue $1,124M, up 38.4%. Net earnings $305M. Basic adjusted EPS $…
4 days, 6 hours ago
Erasca (ERAS) Q2 2026: Positive Data. The Stock Fell 48%.
Erasca, Inc. (ERAS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $35.900M vs $21.170M; G&A $11.719M vs $9.455M; operating expense…
4 days, 23 hours ago
SELLAS (SLS) Q2 2026: EPS Improved 29%. The Loss Got 46% Worse.
SELLAS Life Sciences Group, Inc. (SLS) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): no revenue. R&D $6.272M vs $3.871M; G&A $4.357M vs $3.002M; o…
5 days ago
Axsome (AXSM) Q2 2026: 96 Cents Of Selling Cost Per Dollar Sold
Axsome Therapeutics (AXSM) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): a GAAP loss of $(0.99) per share against a $(0.89) bar - an 11% MISS - on…
5 days, 1 hour ago
Alcon (ALC) Q2 2026: A $402M Write-Off And A Lens Line Growing 1%
Alcon Inc. (ALC) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): core diluted EPS $0.84 against a $0.77 bar, a 9.1% beat, on net sales of $2,782M, u…
5 days, 2 hours ago
Franco-Nevada (FNV) Q2 2026: A 14-Cent Miss And A $42M Bullion Gain
Franco-Nevada Corporation (FNV) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): adjusted EPS $1.81 vs a $1.95 bar, revenue $580.9M vs $616.7M expect…
5 days, 3 hours ago
Simon Property (SPG) Q2 2026: A 15-Cent EPS Miss, And A 1-Cent Move
Simon Property Group, Inc. (SPG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): GAAP diluted EPS $1.49 vs a $1.64 consensus. Real Estate FFO $3.29 …
5 days, 4 hours ago