Updated 04:07 GMT, 6 Nov 2026 SPX 7,353.73 -4.36% NDX 26,629.81 -6.36% VIX 28.18 +69.66% GOLD 4,052.70 -0.50% CL 91.83 +4.21% BTC 75,622.05 -5.95%
Titan Protect
Join the Desk

Earnings Echo

One read per earnings report, newest first.

781 posts, newest first · page 2 of 27

  1. A 37% Margin of Safety Meets CVS Health's Print

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

  2. Uber's 37% ROE Meets the Tape

    Screens compliant (both standards agree).

  3. The Market Has Already Paid Up for Qualcomm

    Screens compliant (both standards agree).

  4. Perfection Is Priced Into McDonald's

    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.

  5. Perfection Is Priced Into Arm

    Screens compliant (both standards agree).

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

    Earnings came in at $1.15 a share against $1.13 expected, a beat of 2% (+$0.02 a share).

  7. Energy Transfer Missed, and It Was Never Ours to Own. Protection Before Participation.

    Earnings came in at $0.33 a share against $0.41 expected, a miss of 20% (-$0.08 a share).

  8. A Weak Quarter From Apollo Global Management, and a Screen We Were Never Going to Cross.

    Earnings came in at $2.07 a share against $2.20 expected, a miss of 6% (-$0.13 a share).

  9. The Numbers Work for Booking. Our Screen Doesn't. We Pass.

    Revenue of $7.35B compares with $9.50B expected, 22.6% below consensus.

  10. Marathon Petroleum Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.

    Earnings came in at $26.93 a share against $26.00 expected, a beat of 4% (+$0.93 a share).

  11. A Clean Beat From Pfizer, and It Holds Up to Our Screen.

    On 2026-11-03 the shares closed at $30.00, -2.2% against the prior close of $30.67 (opening +0.0% from the prior close).

  12. Arista Networks Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.

    Revenue of $3.04B compares with $3.30B expected, 8.0% below consensus.

  13. Why We're Passing on Amgen Despite the Beat.

    Earnings came in at $6.45 a share against $5.78 expected, a beat of 12% (+$0.67 a share).

  14. Advanced Micro Devices Clears Our Screen, but the Market Has Already Priced the Good News.

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

  15. Electronic Arts Screens Clean After the Print, but the Price Has Caught Up.

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

  16. 4 November Cluster Sets Dominant Tape Driver

    60 plus names file results on the single day of 4 November 2026 which means the tape absorbs clustered volatility from multiple sectors at once.

  17. MPLX 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. Energy Transfer 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.

  19. Apollo Global Management Reports Today: Strong Company, Failed Screen

    Fails the principled screen, Business activity screen.

  20. A 39% Margin of Safety Meets Booking's Print

    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.

  21. Marathon Petroleum's 42% ROE Meets the Tape

    The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.

  22. Pfizer: What the Print Has to Prove Today

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

  23. Arista Networks's 31% ROE Meets the Tape

    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.

  24. Amgen Has to Beat, Not Just Meet

    The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.

  25. Advanced Micro Devices Is Priced for a Flawless Print, at 144x

    Screens compliant (both standards agree).

  26. Perfection Is Priced Into Electronic Arts

    Screens compliant (both standards agree).

  27. Diamondback Energy Screens Clean After the Print, but the Price Has Caught Up.

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

  28. UCB Through the Ethical Lens: Where It Screens After the Print.

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

  29. The Numbers Work for Williams. Our Screen Doesn't. We Pass.

    Revenue of $3.05B compares with $2.90B expected, 5.3% above consensus.

  30. Marriott International Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.

    Earnings came in at $3.02 a share against $2.85 expected, a beat of 6% (+$0.17 a share).

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

Get our weekly market brief free.