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earnings-analysis

Generate institutional equity research earnings update reports analyzing quarterly results in DOCX format.

Updated Sep 17, 2026
Search Tags:#valuation#equity research#earnings analysis#quarterly results#docx report#beat miss#financial estimates
One-click install
npx skills add https://github.com/hkw2028/toy-project --skill earnings-analysis-hkw2028
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/hkw2028/toy-project/tree/main/.agents/skills/earnings-analysis
Command: npx skills add https://github.com/hkw2028/toy-project --skill earnings-analysis-hkw2028

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires matplotlib, pandas, seaborn, and includes references (resource) components.

What problem does it solve? Analysts must publish fast-turnaround earnings update reports within 24-48 hours of a company's quarterly release, requiring beat/miss analysis, updated estimates, and properly cited sources under tight deadlines. ## Core Features & Use Cases - Structured Earnings Reports: Produces 8-12 page DOCX reports (3,000-5,000 words) with 8-12 charts and 1-3 summary tables following institutional formats. - Beat/Miss & Estimate Analysis: Quantifies variances versus consensus, updates forward estimates with old-vs-new comparisons, and revises price targets and ratings. - Mandatory Citations: Enforces clickable hyperlinks to earnings releases, 10-Q filings on SEC EDGAR, call transcripts, and consensus sources. - Use Case: After Nike reports Q2 FY24 results, request an earnings update and receive a complete report with quarterly trend charts, guidance analysis, updated valuation, and a sources section. ## Quick Start Create an earnings update report for Nike's latest quarterly results with beat/miss analysis and updated estimates.

Frequently Asked Questions about earnings-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create an earnings update report for a company's quarterly results?▼

Request an earnings update specifying the company and quarter, and the skill searches for the latest earnings release, 10-Q filing, and call transcript, then produces an 8-12 page DOCX report with beat/miss analysis, updated estimates, and 8-12 charts.

What is the difference between an earnings update and an initiation report?▼

An earnings update is a fast-turnaround 8-12 page report covering one quarter's results with 1-3 summary tables, while an initiation report is a 30-50 page comprehensive analysis taking 3-6 weeks. Earnings updates assume readers already know the company.

Does the earnings analysis include citations and source links?▼

Yes, citations are mandatory. Every figure and table includes specific sources with dates, and all URLs are formatted as clickable hyperlinks, including SEC EDGAR links for 10-Q filings and links to earnings releases and transcripts.

When should I not use an earnings update report?▼

Do not use it for companies not already under coverage, which require an initiation report first, or for brief flash notes and quick takes, which use a different shorter format.

Why does the skill require searching for the latest earnings data?▼

Training data is outdated, so the skill mandates web searches for the most recent earnings release and verifies the release date is within three months of today. This prevents analyzing stale quarters from old training data.

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