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equity-earnings-review

Draft sell-side equity earnings review reports from company results and management commentary.

4|Updated Jun 4, 2026
Search Tags:#valuation#financial-modeling#pdf-report#consensus-estimates#sell-side#earnings-review
One-click install
npx skills add https://github.com/lijiandao/lightest-skills --skill equity-earnings-review-lijiandao
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: equity-earnings-review
Source: https://github.com/lijiandao/lightest-skills/tree/main/skills/lightest-writing/references/financial/openkimo/equity-earnings-review
Command: npx skills add https://github.com/lijiandao/lightest-skills --skill equity-earnings-review-lijiandao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It turns earnings results, guidance, and management commentary into a polished sell-side review that is ready for investors, management teams, or internal research workflows.

Core Features & Use Cases

  • EPS surprise analysis: Explain whether results beat or missed expectations and identify the drivers behind the move.
  • Forecast and valuation updates: Rework revenue, margin, EPS, and target price assumptions with clear old-versus-new comparisons.
  • Institutional report formatting: Produce tightly structured research-style reports with executive summary, segment review, outlook, risks, tables, and disclosure-ready appendices.
  • Use case: A user provides a quarterly earnings release, conference call notes, and consensus data, and the Skill generates a professional analyst note in PDF, DOCX, or PPTX format.

Quick Start

Use the equity-earnings-review skill to draft a sell-side earnings review for the latest quarter, including EPS surprise analysis, guidance commentary, forecast revisions, valuation updates, and key risks.

Frequently Asked Questions about equity-earnings-review

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

FAQPage Schema
How do I draft a sell-side equity earnings review report from quarterly results?▼

To draft a sell-side equity earnings review, input company results, consensus estimates, and management commentary to generate an analyst note with EPS surprises, forecast revisions, and valuation updates.

Can I export an earnings review to PDF or PPTX for investor presentations?▼

Yes, you can export an earnings review to PDF, DOCX, or PPTX formats. The output features institution-style layouts with structured tables, segment analysis, and disclosure-ready appendices for investor presentations.

Does this earnings review process include consensus comparison and valuation refreshes?▼

Yes, the earnings review process requires consensus comparison and valuation refreshes. It reworks revenue, margin, and EPS assumptions with clear old-versus-new comparisons to update target price estimates.

What do I need to generate an analyst-ready earnings summary with segment analysis?▼

You need a quarterly earnings release, conference call notes, and consensus data. These inputs enable the generation of an analyst-ready summary featuring EPS surprise analysis, segment reviews, and key risk assessments.

Are there limitations on which industries this earnings review tool supports?▼

There are no industry limitations. The earnings review process applies to quarterly or annual updates across any industry, handling EPS surprises, guidance changes, and forecast revisions systematically.

What is the best way to update financial models after an earnings beat or miss?▼

The best way to update financial models after an earnings beat or miss is using an earnings review workflow that analyzes EPS surprise drivers, adjusts forecast assumptions, and refreshes valuation estimates with old-versus-new comparisons.

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