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earnings-review-note

Generate sell-side earnings review reports with EPS analysis and variance tables.

4|Updated Jun 4, 2026

Search Tags:#equity research #guidance analysis #earnings review #sell-side reporting #financial exhibits #valuation commentary #pdf docx pptx

Ready to run

npx skills add https://github.com/lijiandao/lightest-skills --skill earnings-review-note

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: earnings-review-note
Source: https://github.com/lijiandao/lightest-skills/tree/main/skills/lightest-writing/references/financial/openkimo/earnings-review-note
Command: npx skills add https://github.com/lijiandao/lightest-skills --skill earnings-review-note

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill turns raw quarterly or annual earnings results into institutional-quality equity research reports, eliminating the time-consuming work of drafting management summaries, guidance checks, and valuation commentary from scratch.

Core Features & Use Cases

Earnings Review Drafting: Produces professional sell-side style reports for beats, misses, and in-line results.
Financial Exhibit Construction: Builds variance tables, guidance summaries, estimate changes, and model exhibits with consistent formatting.
Multi-Format Output: Supports PDF for publication-quality rendering, DOCX for editing, and PPTX for management-ready summaries.
Use Case: A user provides reported results, consensus numbers, guidance, and key commentary, and the Skill creates a full earnings review with a headline takeaway, detailed analysis, and styled tables.

Quick Start

Ask the Skill to generate a sell-side earnings review for a company’s latest quarter using the reported figures, consensus estimates, guidance, and management commentary you provide.

Frequently Asked Questions about earnings-review-note

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

FAQPage Schema

How do I generate a sell-side earnings review report from quarterly results?▼

To generate a sell-side earnings review, provide reported figures, consensus estimates, guidance, and management commentary. The Skill processes these inputs to produce a full report with a headline takeaway, detailed EPS analysis, and structured financial exhibits.

What's the best way to build financial exhibits for an equity research report?▼

Building financial exhibits for equity research requires consistent formatting of variance tables and guidance summaries. The Skill constructs these model exhibits automatically alongside the earnings review draft, ensuring institutional-quality typography and structured data presentation.

Can I export earnings review reports to PDF, DOCX, and PPTX formats?▼

Yes, earnings review reports support multi-format output to PDF, DOCX, and PPTX. PDF provides publication-quality rendering, DOCX enables editing, and PPTX creates management-ready summaries from the same underlying financial analysis.

How do I compare company guidance against consensus estimates for an earnings beat or miss?▼

Comparing guidance against consensus estimates requires structured variance analysis. The Skill processes reported results and consensus numbers to highlight beats, misses, or in-line results, then formats the guidance comparison into professional sell-side tables.

Does this earnings review tool work for both annual and quarterly financial results?▼

Yes, the earnings review tool works for both quarterly and annual financial results. It applies the same institutional formatting, EPS analysis, and valuation commentary to generate professional reports regardless of the reporting period.

What inputs do I need to draft valuation commentary for an earnings call summary?▼

Drafting valuation commentary requires reported results, consensus numbers, guidance updates, and key management commentary from the earnings call. The Skill synthesizes these inputs to produce structured analysis with consistent institutional formatting.