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earnings-analysis

Generate structured equity research earnings update reports with tables and charts.

Updated Jan 25, 2026
Search Tags:#guidance#consensus#equity-research#earnings-update#earnings-analysis#investor-presentation
One-click install
npx skills add https://github.com/xfs96192/claude-config --skill earnings-analysis-xfs96192
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: earnings-analysis
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/equity-research/0.1.0/skills/earnings-analysis
Command: npx skills add https://github.com/xfs96192/claude-config --skill earnings-analysis-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Automate the creation of professional equity research earnings update reports for quarterly results, reducing manual drafting time and ensuring consistency with institutional standards.

Core Features & Use Cases

  • Beat/Miss analysis: Quantify variances and explain drivers for quarterly results.
  • Updated estimates & thesis: Revise forward projections and investment thesis after each earnings release.
  • Citable reporting: Produce 8-12 charts and 1-3 tables with precise sources and clickable references.
  • Use Case: Ideal for covered companies receiving requests like "earnings update" or "Q3 results" to generate a ready-to-send institutional report.

Quick Start

Generate an 8-12 page earnings update for a covered company based on its latest quarterly results.

Frequently Asked Questions about earnings-analysis

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

FAQPage Schema
How do I automate an earnings update report for post-quarterly results?▼

An earnings update report is automated by identifying the latest quarterly results and structuring a beat/miss analysis with revised estimates. This process generates an institutional report containing 1-3 summary tables and 8-12 charts with clickable references.

What is the best way to quantify variances and explain drivers for a quarterly beat/miss analysis?▼

Beat/miss analysis is performed by quantifying variances against consensus estimates and explaining the underlying drivers for the quarterly results. This yields a structured earnings update that adjusts forward projections and the investment thesis accordingly.

How do I revise forward projections and investment thesis after an earnings release?▼

To revise forward projections and investment thesis after an earnings release, you apply the quarterly beat/miss results to update estimates. This generates a structured earnings update adjusting your covered company's financial models.

Does this equity research tool support generating charts and tables with citable sources?▼

Yes, equity research earnings updates support generating 8-12 charts and 1-3 summary tables with precise sources and clickable references. This ensures the final institutional report meets professional citing standards.

Can I use this for covered companies receiving requests like Q3 results to generate a ready-to-send report?▼

Yes, you can use this for covered companies to generate a ready-to-send institutional report from Q3 results or earnings update requests. It produces an 8-12 page structured document based on the latest quarterly earnings.

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