earnings report analyzer
Professional earnings report analysis that converts dense financial filings into structured evidence and risk scores.
$5
Works with the AI tools you already use
Claude Code
Cursor
Codex CLI
Muse
Dots+22 moreClaude CodeCursorCodex CLIMuseDots
OpenClaw
Manus
Grok
Grok Bot+18 agentsearnings report analyzer
Example session with this skill installed
Analyze the Q3 earnings report for Acme Corp. They reported $500M revenue, but net income dropped. I want to know why margins are down and what management said about the next quarter.
- Read your context and instructions
- Compiled the earnings report analyzer
Analysis of Acme Corp Q3 results completed. The primary objective is to determine the cause of margin compression despite revenue growth to inform a long-term holding decision.
Earnings Analysis: Acme Corp Q3
1. Decision Snapshot
Evidence shows strong top-line growth (20% YoY) driven by the Enterprise segment, but operating margins compressed by 400bps due to rising logistics costs. Management guidance for Q4 remains optimistic but relies on unverified assumptions about supply chain stabilization.
2. Inputs & Assumptions
| Item | Value | Status |
|---|---|---|
| Revenue | $500M | Verified |
| Net Income | $42M | Verified |
| Reporting Period | Q3 | Verified |
| Logistics Cost Increase | 15% | Supported |
| Q4 Revenue Guidance | $550M | Hypothesis |
3. Analysis
| Dimension | Score 0–5 | Evidence | Why It Matters |
|---|---|---|---|
| Revenue Growth | 4 | $500M vs $415M YoY. | Strong market demand remains intact. |
| Margin Movement | 1 | 400bps drop in operating margin. | Indicates inability to pass costs to customers. |
| Cash Flow | 3 | $60M OCF, down 5% YoY. | Dividend remains covered but safety margin is thinning. |
| Guidance | 2 | Management expects recovery in Q4. | Guidance lacks specific cost-cutting catalysts. |
4. Key Risks / Gaps
- Supply Chain Persistence: If logistics costs do not normalize by November, Q4 margins will miss.
- Enterprise Churn: A 2% uptick in churn was mentioned in the transcript but not the press release.
- Inventory Build: Inventory rose 12% faster than sales, suggesting potential future markdowns.
5. Recommended Next Move
Primary Action: Review the Q3 transcript specifically for the "Logistics and Fulfillment" section to see if cost increases are tied to fixed-term contracts or spot rates.
Supporting Actions:
- Compare Acme's gross margin trend against its primary competitor, Global Systems Inc.
- Verify the status of the new automated warehouse expected to go live in October.
6. Validation Plan
| Question | Evidence Needed | Cheapest Test | Pass Signal |
|---|---|---|---|
| Are costs systemic? | Competitor Q3 margins | Check Global Systems 8-K | Competitor margins stable |
Next steps
- Review the competitor comparison to see if this is an industry-wide issue.
- Calculate the Free Cash Flow yield based on the new OCF figures.
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What you get
About this skill
The problem
Earnings reports are dense, jargon-heavy documents that hide critical financial shifts behind management optimism. Retail investors often struggle to separate verified fiscal facts from speculative commentary or one-off accounting tricks.
What it does
- Extracts and normalizes revenue, margin, and cash flow data into a structured evidence ledger.
- Calculates segment-specific drivers and balance sheet changes to identify underlying business health.
- Scores eight material financial dimensions on a 0–5 scale to highlight areas of strength or concern.
- Flags the highest-impact uncertainties and defines the specific evidence needed to resolve them.
Why this beats prompting it yourself
Generic prompts often result in vague summaries that hallucinate consensus estimates or miss subtle margin contractions. This skill enforces a strict evidence-based workflow that separates verified facts from hypotheses, ensuring you don't trade on unforced assumptions.
Use cases
- Summarizing quarterly results for a specific stock to understand what actually changed.
- Comparing a current earnings release against prior periods to detect trend reversals.
- Performing due diligence on a company's management explanations versus their actual cash flow.
- Identifying key risks and open questions before an investor Q&A or earnings call.
Known limitations
Does not have native access to private brokerage accounts or real-time market data feeds unless provided via tools. Analysis is educational and research-oriented, not personalized investment advice.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
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- 2
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- 3
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