{"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":"Quest Diagnostics Stock (DGX): It Beat, RAISED Guidance, and Broke Out — Why We Say BUY","slug":"quest-diagnostics-stock-dgx-it-beat-raised-guidance-and-broke-out-why-we-say-buy","published_at":"2026-07-24T12:35:09+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/quest-diagnostics-stock-dgx-it-beat-raised-guidance-and-broke-out-why-we-say-buy","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/quest-diagnostics-stock-dgx-it-beat-raised-guidance-and-broke-out-%e2%80%94-why-we-say-buy/","audio_url":"https://mcdn.podbean.com/mf/web/mjt1wvdgad88uabj/audio_c.mp3","summary":"Quest Diagnostics (DGX) Q2 2026 — Quest Diagnostics (DGX), one of the two national giants of U.S. lab testing, reported a strong Q2 2026: adjusted EPS of $3.12 beat the ~$2.82 estimate (+19.1% YoY) on revenue of $3.04B (+10.2%), with 10.0% ORGANIC growth; reported GAAP EPS was $2.84 (+15%). The engine was pure volume — requisitions rose 13.1% (organic +13.0%) — while revenue per requisition fell 2.8%, so adjusted operating margin slipped to 16.5% (from 16.9%). Management RAISED full-year 2026 guidance again — adjusted EPS to $11.05–$11.25, revenue to $11.95–$12.05B, and operating cash flow to ~$1.80B. The stock jumped ~8.6% on the print to a fresh 52-week high (~$238 intraday), closing near $228, up from a $166 low. At ~20x forward EPS, our owner-earnings DCF lands fair value near $250 — above the price and above the Street's ~$232 Hold target. Our call: BUY, 4/5. Quest Diagnostics is the boring, defensive backbone of American lab testing — a ~$25B company that runs the blood, urine, and molecular tests your doctor orders, serving half of U.S. physicians and hospitals and one in three adults a year, led by CEO Jim Davis. For years the market has treated it as a slow, low-growth compounder that buys its growth by acquiring smaller labs. Q2 2026 quietly challenged that: adjusted EPS of $3.12 beat the ~$2.82 estimate (+19.1% YoY), revenue rose 10.2% to $3.04B — and critically, 10.0% of that was ORGANIC, from the existing business, not deals. Test volume (requisitions) jumped 13.1% (organic +13.0%) across physician, hospital, and consumer channels, with double-digit gains in high-value Advanced Diagnostics (Alzheimer's AD-Detect blood tests, Haystack MRD molecular cancer testing, cardiometabolic panels). Management RAISED full-year guidance again — adj EPS to $11.05–$11.25…","meta_description":"Quest Diagnostics (DGX) Q2 2026 — Quest Diagnostics (DGX), one of the two national giants of U.S. lab testing, reported a strong Q2 2026: adjusted EPS of…","key_points":[],"chapters":[],"topics":[],"duration_seconds":882,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/quest-diagnostics-stock-dgx-it-beat-raised-guidance-and-broke-out-why-we-say-buy/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/quest-diagnostics-stock-dgx-it-beat-raised-guidance-and-broke-out-why-we-say-buy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}