{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"Graco Stock: A Record Quarter, and the Stock Went Nowhere. Why We Say HOLD (GGG Q2 2026)","slug":"graco-stock-a-record-quarter-and-the-stock-went-nowhere-why-we-say-hold-ggg-q2-2026","published_at":"2026-07-24T21:54:34+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/graco-stock-a-record-quarter-and-the-stock-went-nowhere-why-we-say-hold-ggg-q2-2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/graco-stock-a-record-quarter-and-the-stock-went-nowhere-why-we-say-hold-ggg-q2-2026/","audio_url":"https://mcdn.podbean.com/mf/web/oqos1jxd71qgwtq7/audio_w.mp3","summary":"Graco Inc. (GGG) Q2 2026 — Graco (GGG), the quiet niche leader in precision fluid-handling equipment, reported record Q2 2026 sales and operating earnings — but a lower-quality beat than the headline suggests. Adjusted EPS of $0.91 topped the ~$0.81 estimate (+17% YoY) and GAAP EPS was $0.87 (+14%), yet revenue of $590.6M rose only 3% and actually MISSED the ~$608M Street estimate. Operating earnings rose 11%, helped by one-time tariff refunds and lower opex; sales growth came 'primarily from acquired operations' (organic ~flat; Industrial organic -3%), and $315M of Q2 buybacks flattered EPS. Under the hood the forward setup improved: organic incoming orders grew mid-single-digit, orders are up across all three segments YTD, and Contractor's Americas organic sales grew for the first time in two years. Segments: Contractor $299.4M (+4%, 30% op margin), Industrial $249.2M (+3%, organic -3%, ~34% op margin), Expansion Markets $41.9M (+3%). The balance sheet is a fortress: ~$460M net cash, TTM FCF ~$630M (~5% FCF yield), a Dividend Aristocrat (25+ yrs of raises). FY guide maintained (low-single-digit organic, mid-single with M&A); Q3 sales guided $580-600M ex the pending Valco Melton deal. The stock has slid ~17% from its $96 high to ~$79.5, below its 200-day. Our owner-earnings DCF lands fair value near $88 (~11% above the price). Our call: HOLD. Graco is a hundred-year-old Minneapolis compounder most investors have never heard of — the quiet #1 in precision fluid handling, the pumps, sprayers and dispensing systems that move, meter and spray paint, sealants and coatings. Q2 2026 looked like a clean record: adjusted EPS of $0.91 beat the ~$0.81 estimate (+17% YoY), GAAP EPS $0.87 (+14%), and operating earnings hit a record, up 11%. But the quality of the beat is the s…","meta_description":"Graco Inc. (GGG) Q2 2026 — Graco (GGG), the quiet niche leader in precision fluid-handling equipment, reported record Q2 2026 sales and operating earnings…","key_points":[],"chapters":[],"topics":[],"duration_seconds":843,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/graco-stock-a-record-quarter-and-the-stock-went-nowhere-why-we-say-hold-ggg-q2-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/graco-stock-a-record-quarter-and-the-stock-went-nowhere-why-we-say-hold-ggg-q2-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}