Earnings Echo
One read per earnings report, newest first.
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AST Reports Monday: A Business We Rate, a Screen It Fails.
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.
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Alcon Reports Monday: What Our Ethical + Valuation Screen Says Before the Print.
Clears the faith-based (AAOIFI) screen and sits borderline on our broader anchor screen.
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Toyota Reports Monday: What the Numbers Say, and Why We Pass.
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.
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Rocket Reports Monday: We're Watching the Print, Not Buying It.
Fails the principled screen, Excluded industry: Aerospace & Defense.
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Simon Reports Monday: A Business We Rate, a Screen It Fails.
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.
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Grupo Reports Monday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
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NetEase Reports Thursday: Clears Our Screen, and the Valuation Is On Offer Going In.
Screens compliant (both standards agree).
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Public Reports Thursday: What the Numbers Say, and Why We Pass.
Fails the principled screen, Business activity screen.
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Applied Reports Thursday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
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SK Reports Thursday: We're Watching the Print, Not Buying It.
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.
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Lumentum Reports Wednesday: A Business We Rate, a Screen It Fails.
The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.
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Cisco Reports Wednesday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
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Apollo Reports Wednesday: What the Numbers Say, and Why We Pass.
The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.
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Hindalco Reports Wednesday: What Our Ethical + Valuation Screen Says Before the Print.
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
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Tencent Reports Wednesday: Clears Our Screen, and the Valuation Is On Offer Going In.
Screens compliant (both standards agree).
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HMM Reports Wednesday: We're Watching the Print, Not Buying It.
Fails the principled screen, Revenue purity.
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Samsung Reports Wednesday. Why We Watch It but Won't Own It.
Fails the principled screen, Business activity screen.
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Barrick Reports Tuesday: What Our Ethical + Valuation Screen Says Before the Print.
Screens compliant (both standards agree).
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Oil Reports Tuesday: Clears Our Screen, and the Valuation Is On Offer Going In.
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
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Constellation Reports Monday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
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KT Reports Monday: Clears Our Screen, and the Valuation Is On Offer Going In.
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
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Friday Earnings Deluge Leaves Tape Without Clear Signal
More than thirty names cross the tape on Friday 7 August 2026, spanning insurance, energy, consumer staples and technology.
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Mitsubishi 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.
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Bridgestone 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.
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Toyota 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.
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Take-Two Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 6%, net margins near -4%, a weak competitive moat.
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Vistra 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.
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Diageo 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.
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KDDI Missed, and It Was Never Ours to Own. Protection Before Participation.
The business itself is genuinely strong: revenue growing about 9%, net margins near 12%, a moderate competitive moat.
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Münchener Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about -6%, net margins near 11%, a moderate competitive moat.
Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.