Episodios

  • RPM International (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha

    RPM International (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    RPM International Inc. (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha RPM International delivered 8.9% revenue growth in seasonally weakest quarter. Year 3 of MAP 2025 restructuring driving margin expansion. 170+ niche brands dominating specialty chemicals markets. In this episode, we break down RPM International's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    14 m
  • Delta Air Lines (DAL) — Q1 2026 Earnings Deep Dive | Charged Alpha

    Delta Air Lines (DAL) — Q1 2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    Delta Air Lines, Inc. (DAL) — Q1 2026 Earnings Deep Dive | Charged Alpha Delta posted record $14.2B adjusted revenue, beating estimates by $260M. Adjusted EPS grew 44% YoY. Premium revenue surged 14%, AmEx loyalty topped $2B. In this episode, we break down Delta Air Lines's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    14 m
  • RPM International (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha

    RPM International (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    RPM International Inc. (RPM) — Q3 FY2026 Earnings Deep Dive | Charged Alpha RPM International delivered 8.9% revenue growth in seasonally weakest quarter. Year 3 of MAP 2025 restructuring driving margin expansion. 170+ niche brands dominating specialty chemicals markets. In this episode, we break down RPM International's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    Menos de 1 minuto
  • Constellation Brands (STZ) — Q4 FY2026 Earnings Deep Dive | Charged Alpha

    Constellation Brands (STZ) — Q4 FY2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    Constellation Brands, Inc. (STZ) — Q4 FY2026 Earnings Deep Dive | Charged Alpha Constellation Brands beat Q4 FY2026 — EPS $1.90 vs $1.71 est, revenue $1.92B. New CEO Nicholas Fink takes the helm. Pacifico surging +21% depletion growth. FIFA World Cup tailwind ahead. In this episode, we break down Constellation Brands's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    17 m
  • Fastenal (FAST) — Q1 2026 Earnings Deep Dive | Charged Alpha

    Fastenal (FAST) — Q1 2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    Fastenal Company (FAST) — Q1 2026 Earnings Deep Dive | Charged Alpha Fastenal revenue surged 12.4% to $2.2B. FMI technology now 45% of sales with 110 new machines daily. Tariff headwinds compressing margins. CEO transition to Jeff Watts in July 2026. In this episode, we break down Fastenal's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    18 m
  • PNC Financial (PNC) — Q1 2026 Earnings Deep Dive | Charged Alpha

    PNC Financial (PNC) — Q1 2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    PNC Financial Services Group (PNC) — Q1 2026 Earnings Deep Dive | Charged Alpha PNC Financial beat with $4.13 EPS vs $3.93 estimate. Record net interest income of $3.96B, fee income surged 13% YoY. FirstBank acquisition complete, organic loan growth at 3-year high. In this episode, we break down PNC Financial's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    14 m
  • M&T Bank (MTB) — Q1 2026 Earnings Deep Dive | Charged Alpha

    M&T Bank (MTB) — Q1 2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    M&T Bank Corporation (MTB) — Q1 2026 Earnings Deep Dive | Charged Alpha M&T Bank posted $4.13 EPS beating $4.00 estimate. Net interest margin expanded to 3.71%, CRE troubled loans down $400M YoY. Aggressive $1.25B buyback in Q1. In this episode, we break down M&T Bank's latest earnings report — financials, valuation, analyst consensus, bull vs. bear case, peer comparison, and the one key metric to watch. Charged Alpha is the S&P 500 Stock Encyclopedia. Free research tools at https://chargedalpha.com — no signup required. Not financial advice. For educational purposes only. AI-assisted production.
    Más Menos
    14 m
  • J.B. Hunt (JBHT) — Q1 2026 Earnings Deep Dive | Charged Alpha

    J.B. Hunt (JBHT) — Q1 2026 Earnings Deep Dive | Charged Alpha
    Apr 16 2026
    J.B. Hunt Transport Services (JBHT) Q1 2026 earnings deep dive — revenue beat at $3.06B (+4.6% YoY) and EPS of $1.49 vs $1.45 est. We cover intermodal recovery, DCS contract renewals, 360box tech platform, freight cycle inflection signals, tariff risks, and peer analysis vs CHRW, XPO, KNX. Bull case, bear case, options flow, and full financial breakdown. Free tools: https://chargedalpha.com
    Más Menos
    17 m