{"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":"TotalEnergies Stock: $6B Profit, 7.5% Yield, ~9x Earnings — So Why We Say BUY","slug":"totalenergies-stock-6b-profit-7-5-yield-9x-earnings-so-why-we-say-buy","published_at":"2026-07-24T10:17:48+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/totalenergies-stock-6b-profit-7-5-yield-9x-earnings-so-why-we-say-buy","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/totalenergies-stock-6b-profit-75-yield-9x-earnings-%e2%80%94-so-why-we-say-buy/","audio_url":"https://mcdn.podbean.com/mf/web/msjaklom7o7s8b0k/audio_a.mp3","summary":"TotalEnergies SE (TTE) Q2 2026 — TotalEnergies (TTE), the French supermajor and NYSE-listed ADR (1 ADR = 1 ordinary share), reported a blowout Q2 2026: adjusted net income surged 68% YoY to $6.0B and adjusted EPS hit $2.68 per ADR (beat ~$2.66, +71% YoY), on $9.8B of cash flow from operations (+48%) and $13.2B adjusted EBITDA (+27%). The engine was a commodity windfall — Brent averaged ~$104 (+53% YoY) and refining margins nearly tripled — while hydrocarbon production actually fell 4% to 2.4 Mboe/d and Integrated LNG profit dropped 22%. The balance sheet is a fortress (gearing just 13%, net debt ~$19.7B), funding a dividend raised 5.9% and ~$6B/yr of buybacks — a ~7.5% shareholder yield. At ~$86, TTE trades ~9x forward earnings and ~5.4x EV/EBITDA. Even normalizing the oil peak to mid-cycle, our owner-earnings DCF lands fair value ~$95/ADR. Our call: BUY, 4/5. TotalEnergies is one of the world's five Western supermajors — a ~$190B French integrated energy giant spanning oil & gas production, a top-three global LNG business, refining & chemicals, thousands of service stations, and, unusually for Big Oil, a fast-growing Integrated Power arm in renewables and electricity that hedges the energy transition. Q2 2026 was a blowout: adjusted net income +68% YoY to $6.0B, adjusted EPS $2.68 per ADR (+71% YoY, beat ~$2.66), CFFO $9.8B (+48%), adjusted EBITDA $13.2B (+27%), ROE ~16%, gearing cut to 13%. But be honest about the driver — this was a commodity windfall: Brent averaged ~$104 (+53% YoY) on Middle East supply disruption, and TotalEnergies' European refining-margin marker nearly tripled to $13.5/bbl. Segment adjusted operating income: Exploration & Production $3.2B (+64%), Refining & Chemicals $1.8B (x4.6), Marketing & Services $0.5B (+21%), Integrate…","meta_description":"TotalEnergies SE (TTE) Q2 2026 — TotalEnergies (TTE), the French supermajor and NYSE-listed ADR (1 ADR = 1 ordinary share), reported a blowout Q2 2026: ad…","key_points":[],"chapters":[],"topics":[],"duration_seconds":793,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/totalenergies-stock-6b-profit-7-5-yield-9x-earnings-so-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/totalenergies-stock-6b-profit-7-5-yield-9x-earnings-so-why-we-say-buy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}