Podcast Episodes
Back to SearchStryker (SYK) — Q4 2025 Earnings Deep Dive | Charged Alpha
Stryker (SYK) — Q4 2025 Earnings Deep Dive. Stryker just introduced Mako RPS (Robotic Power System), a handheld robotic format that extends robotic s…
2 months, 2 weeks ago
CSX (CSX) — Q4 2025 Earnings Deep Dive | Charged Alpha
CSX (CSX) — Q4 2025 Earnings Deep Dive. CSX is guiding for 200-300 bps of operating margin expansion in 2026, with 50%+ free cash flow growth as CapE…
2 months, 2 weeks ago
3M (MMM) — Q4 2025 Earnings Deep Dive | Charged Alpha
3M (MMM) — Q4 2025 Earnings Deep Dive. 3M is mid-turnaround under CEO Bill Brown, pivoting toward AI data center interconnect technology with its Exp…
2 months, 2 weeks ago
Synopsys (SNPS) — Q1 FY2026 Earnings Deep Dive | Charged Alpha
Synopsys (SNPS) — Q1 FY2026 Earnings Deep Dive. 2026 is a pivotal transition year as Synopsys integrates its $35B Ansys acquisition to create an indu…
2 months, 2 weeks ago
Danaher (DHR) — Q4 2025 Earnings Deep Dive | Charged Alpha
Danaher (DHR) — Q4 2025 Earnings Deep Dive. Danaher is at an inflection point: bioprocessing orders are reaccelerating after a destocking cycle, a tr…
2 months, 2 weeks ago
Lockheed Martin (LMT) — Q4 2025 Earnings Deep Dive | Charged Alpha
Lockheed Martin (LMT) — Q4 2025 Earnings Deep Dive. April 2026 is a pivotal moment for LMT: the Orion spacecraft just completed NASA's Artemis II mis…
2 months, 2 weeks ago
Welltower (WELL) — Q4 2025 Earnings Deep Dive | Charged Alpha
Welltower (WELL) — Q4 2025 Earnings Deep Dive. The silver tsunami is accelerating as baby boomers turn 80 in 2026, driving unprecedented demand for s…
2 months, 2 weeks ago
Corning (GLW) — Q4 2025 Earnings Deep Dive | Charged Alpha
GLW — GLW 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Honeywell (HON) — Q4 2025 Earnings Deep Dive | Charged Alpha
HON — HON 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Eaton (ETN) — Q4 2025 Earnings Deep Dive | Charged Alpha
ETN — ETN 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago