Podcast Episodes
Back to SearchBridgeBio (BBIO) Q2 2026: Attruby Up 211%, And The $934M Preferred
BridgeBio Pharma, Inc. (BBIO) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): total revenue $243.7M vs a $223.1M bar, up 120%. Attruby U.S. net prod…
5 days, 9 hours ago
Trimble (TRMB) Q2 2026: A Beat, A Raise, And A $562M Write-Down
Trimble Inc. (TRMB) Q2 2026 — Q2 2026 (quarter ended July 3, 2026): revenue $972.0M vs a $952.1M bar, up 11% reported and 10% organic. Non-GAAP dilut…
5 days, 11 hours ago
Ferguson Enterprises (FERG): Beat, Raised, And The Bill Two Days Later
Ferguson Enterprises (FERG) Q2 2026 — Q2 2026 (quarter ended June 30, 2026): net sales $8,751M vs an $8,677M bar, up 4.6% (a 0.9% beat). Adjusted dil…
5 days, 11 hours ago
CAVA Group (CAVA): The 14% Rally And The Sentence In The Footnote
CAVA Group (CAVA) Q2 2026 — Q2 FY2026 (the twelve weeks ended July 12, 2026): revenue $368.4M vs a $360.1M bar, up 31.3% (a 2.3% BEAT). GAAP diluted …
5 days, 12 hours ago
Lumentum (LITE) Q4 FY2026 Earnings: The $7.8 Billion Receipt
Lumentum Holdings (LITE) Q4 FY2026 — Revenue of $1,006.3M, up 109.3% - the first billion-dollar quarter in company history - with non-GAAP EPS of $3.…
5 days, 13 hours ago
Fervo Energy (FRVO) Q2 2026 Earnings: The Backlog Is Ahead Of The Rock
Fervo Energy (FRVO) Q2 2026 — Revenue of $113 THOUSAND, a $55.9M net loss and GAAP EPS of -$0.38. Fervo raised its 2030 target to 1.1 GW and moved 40…
5 days, 14 hours ago
WhiteFiber (WYFI) Q2 2026 Earnings: The Growth Was A Breakup Fee
WhiteFiber (WYFI) Q2 2026 — Revenue $28.8M, up 54.5%, and GAAP EPS of -$0.39 against a -$0.45 bar. But $12.3M of that revenue is a contract-terminati…
5 days, 15 hours ago
Applied Aerospace & Defense (AADX) Q2 2026 Earnings: Record EBITDA, Minus $103.7M Cash
Applied Aerospace & Defense (AADX) Q2 2026 — Revenue $167.3M, up 47.4% - a record - against a $155.8M bar. Filed GAAP EPS is -$1.04, not the -$0.25 t…
5 days, 16 hours ago
AAON (AAON): Sales Doubled, the Guide Rose — and the Stock Fell 6%. Is AAON a Buy?
AAON, Inc. (AAON) Q2 2026 — Reported BEFORE the open on August 10 (8-K accepted by EDGAR 07:12 ET). Net sales $627.0M, +101.2%; GAAP diluted EPS $0.6…
5 days, 17 hours ago
Hims & Hers (HIMS) Q2 2026 Earnings: 31 Cents On The Dollar
Hims & Hers Health (HIMS) Q2 2026 — Revenue $753.2M vs a $698.9M bar - a BEAT. GAAP EPS -$0.37 vs -$0.05. The 8-K landed 4:08pm ET Monday Aug 10, AFT…
5 days, 17 hours ago