Updated 08:02 GMT, 8 Nov 2026 SPX 7,376.86 +0.31% NDX 26,989.99 +1.35% VIX 25.64 -9.01% GOLD 4,074.90 -0.94% CL 90.83 +0.34% BTC 75,843.26 +0.13%
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Earnings Echo

One read per earnings report, newest first.

792 posts, newest first · page 10 of 27

  1. Publicis Groupe S.A. Goes In 37% Under Our Fair Value

    Screens compliant (both standards agree).

  2. Rio Tinto Is Priced for a Flawless Print, at 13x

    Screens compliant (both standards agree).

  3. Reading LVMH Moët Hennessy's Quarter Through Our Principled Screen.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  4. Bank and Semiconductor Earnings Drive Midweek Volatility

    Monday lists 8 reports including PGR and LVMUY which means insurance and luxury names set the first tape reaction because those prints establish the initial sector tone.

  5. Reading LVMH Moët Hennessy Before the Print

    Screens compliant (both standards agree).

  6. A Soft Print From Delta Air Lines, and a Screen It Still Clears.

    On 2026-10-09 the shares closed at $82.17, +0.0% against the prior close of $82.14 (opening -3.0% from the prior close).

  7. Reading Delta Air Lines Before the Print

    Screens compliant (on our anchor standard; the faith-based screen is stricter here).

  8. Seven i Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  9. Tesco: A Business We Rate, a Line We Won't Cross.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  10. Progressive Looks the Part on Paper. Why We Still Don't Own It.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  11. Fast Retailing: A Business We Rate, a Line We Won't Cross.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  12. Strong Print From PepsiCo, and Still Not Ours to Own. Here's the Line.

    Underlying money flow is negative: sellers in control on balance going in.

  13. Earnings Slate Thickens as Staples and Banks Set Tape Tone

    Thursday brings nine names to the tape with PepsiCo and Progressive leading the charge into consumer staples and insurance.

  14. Perfection Is Priced Into Seven i

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  15. Tesco Reports Today. The Number That Matters.

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  16. Progressive Reports Today: Strong Company, Failed Screen

    Fails the principled screen, Business activity screen.

  17. Fast Retailing Has to Beat, Not Just Meet

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  18. PepsiCo Goes In 30% Under Our Fair Value

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  19. Earnings Week: Small Caps Set Tone Before Bank and Consumer Cluster

    Wednesday opens the earnings window with a raft of small and mid cap names that will colour early sentiment across consumer apparel and technology supply chains.

  20. Mid-Week Earnings Cluster Sets Mixed Consumer and Insurance Tone

    Tuesday opens with a broad cluster of small and mid cap names that will set the initial consumer and industrial tone.

  21. Staples Names Drive Tape After Friday Small-Cap Prints

    Friday brings VinFast and a handful of micro-cap names that carry little immediate market weight.

  22. Nike Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.

    Underlying money flow is negative: sellers in control on balance going in.

  23. A Beat From Accenture, a Clean Screen, and Room Left in the Price.

    Underlying money flow is negative: sellers in control on balance going in.

  24. Nike Accenture Lead Consumer Earnings Week Starting 1 Oct

    Thursday 1 October brings the first cluster with Accenture and Nike reporting after the close, followed by McCormick and several smaller names.

  25. Nike Is Priced for a Flawless Print, at 17x

    Screens compliant (both standards agree).

  26. The Market Is Discounting Accenture by 35%

    Screens compliant (both standards agree).

  27. Jabil Beat, Passes Our Screen, and Still Trades With a Margin of Safety.

    Underlying money flow is constructive: buyers in control on balance going in.

  28. Micron Technology Reported: Compliant on the Screen, and the Valuation Is On Offer.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  29. Micron Anchors Thin Wednesday Earnings Cluster for Tape Read

    A dense list of reports lands today with Micron and Jabil carrying the only meaningful index weight.

  30. The Market Is Discounting Jabil by 38%

    Screens compliant (both standards agree).

Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.

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