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earnings-analysis

Generate equity research earnings update reports analyzing quarterly financial results.

145|36|Updated Feb 26, 2026
Search Tags:#report generation#financial analysis#company analysis#earnings#equity research#investment banking
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill earnings-analysis-w95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/earnings-analysis
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill earnings-analysis-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the creation of detailed, professional equity research earnings update reports, saving analysts significant time and ensuring consistency.

Core Features & Use Cases

  • Automated Report Generation: Creates 8-12 page reports analyzing quarterly company results.
  • Key Metric Analysis: Focuses on beat/miss analysis, updated estimates, and thesis impact.
  • Use Case: When a company like Apple releases its quarterly earnings, use this Skill to quickly generate a comprehensive update report for investors, including charts, tables, and critical analysis.

Quick Start

Use the earnings-analysis skill to create an earnings update report for Microsoft's Q4 2024 results.

Frequently Asked Questions about earnings-analysis

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

FAQPage Schema
How do I generate an equity research earnings report after a company releases quarterly results?▼

To generate an equity research earnings report, input the quarterly company performance data, guidance, and market consensus to produce an 8-12 page DOCX document with embedded charts and tables analyzing the financial results.

What is beat/miss analysis and how does it impact my investment thesis?▼

Beat/miss analysis compares quarterly company performance against market consensus to determine if results exceeded or fell short of estimates, directly impacting the revised investment thesis and updated financial estimates within the generated report.

Can I use Python and pandas to automate financial analysis for earnings updates?▼

Yes, this earnings analysis solution leverages Python, pandas, and matplotlib to automate financial analysis, processing company performance data to generate professional equity research reports with embedded visualizations.

Does the generated earnings report include charts and tables formatted for institutional standards?▼

Yes, the generated DOCX earnings report includes charts and tables formatted with matplotlib and seaborn, adhering to institutional standards for professional equity research updates.

What specific financial data inputs do I need to prepare for equity research report generation?▼

You need to prepare specific data inputs on company performance, guidance, and market consensus to successfully generate a comprehensive earnings update report analyzing quarterly financial results.

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