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What is an Earnings Analysis?

Every publicly traded company reports its financial results every quarter — revenue, profit, margins, and forward guidance. When these numbers come out, equity research analysts have 24-48 hours to publish an earnings update report telling clients whether the results were good or bad, what changed, and whether they should buy or sell the stock. This is one of the most time-sensitive and high-stakes deliverables in equity research. The /earnings command automates the heavy lifting of this process: gathering the earnings data, performing beat/miss analysis against consensus expectations, generating charts, and assembling a professional report.
Earnings season happens four times a year (January, April, July, October) and is the busiest period for equity research analysts. Most companies report within a 3-week window, meaning analysts covering 15-20 stocks may need to publish multiple reports per week.

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Command Syntax

/earnings [company name or ticker] [quarter, e.g. Q3 2024]
If company and quarter are not provided as arguments, the command will ask:
  • “What company’s earnings would you like to analyze?”
  • “Which quarter? (e.g., Q3 2024)“

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What It Produces

An 8-12 page DOCX earnings update report with:
  • Beat/miss analysis quantifying how results compared to Wall Street expectations
  • Revenue and EPS breakdowns by segment and geography
  • Margin trend analysis and guidance changes
  • 8-12 embedded charts (revenue progression, EPS trends, valuation)
  • Updated investment thesis and price target
  • Complete sources section with clickable hyperlinks to earnings release, 10-Q filing, and transcript
File name: [Company]_Q[Quarter]_[Year]_Earnings_Update.docx

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Workflow

1

Gather Information

Parse the input for company name or ticker and quarter (e.g., Q3 2024, Q2 FY25).
2

Verify Timeliness

Search for the latest earnings data and confirm the release is within the last 3 months. If data is stale, search for the most current results.
3

Load Earnings Analysis Skill

Invokes skill: "earnings-analysis" to execute the full analysis workflow, including data collection, beat/miss analysis, metrics analysis, chart generation, and report creation.
4

Deliver Output

Produces the DOCX report and a summary highlighting key metrics, guidance changes, and thesis impact.
Timeliness is critical. Before proceeding, the command searches for the latest earnings results and verifies the release date. Always confirm that data is from the most recent quarter, not stale training data.

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Report Structure

PAGE 1: EARNINGS SUMMARY
- Rating, price target, key takeaways, results snapshot table

PAGES 2-3: DETAILED RESULTS
- Segment-by-segment analysis, geographic breakdown, key drivers

PAGES 4-5: METRICS & GUIDANCE
- Margin analysis, full-year guidance comparison, updated estimates

PAGES 6-7: THESIS UPDATE
- What changed, risks and catalysts, investment recommendation

PAGES 8-10: VALUATION
- Updated DCF/comps, price target justification, scenario analysis

SOURCES SECTION
- Earnings release, 10-Q, transcript, consensus estimates (all hyperlinked)

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How to Customize

  • To match your firm’s report template, edit the earnings-analysis skill file with your specific formatting requirements
  • To change the default number of charts or page count, modify the output specifications in the skill
  • To connect to your firm’s data sources (Bloomberg Terminal, FactSet), configure the .mcp.json file with your data provider credentials