Earnings Echo
One read per earnings report, newest first.
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SoftBank Reports Today. Why We Watch It but Won’t Own It | 06 Aug 2026
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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Siemens Reports Today. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
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Abbott Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 13%, net margins near 12%, a moderate competitive moat.
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BlackRock Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 31%, net margins near 24%, a unknown competitive moat.
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ABB Stumbled This Quarter. Why It Still Clears Our Ethical Screen.
The business itself is genuinely strong: revenue growing about 14%, net margins near 14%, a moderate competitive moat.
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T-Mobile Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 8%, net margins near 11%, a moderate competitive moat.
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Charles Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 21%, net margins near 39%, a moderate competitive moat.
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Seagate Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 48%, net margins near 26%, a strong competitive moat.
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PepsiCo Missed, and It Was Never Ours to Own. Protection Before Participation.
The business itself is genuinely strong: revenue growing about 6%, net margins near 11%, a narrow competitive moat.
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Boeing Missed, and It Was Never Ours to Own. Protection Before Participation.
The business itself is genuinely strong: revenue growing about 8%, net margins near 3%, a weak competitive moat.
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TotalEnergies Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 3%, net margins near 8%, a narrow competitive moat.
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Verizon Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about -1%, net margins near 12%, a moderate competitive moat.
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SAP Reported: Clears One of Our Screens, With a Caveat on the Stricter Standard.
The business itself is genuinely strong: revenue growing about 6%, net margins near 20%, a moderate competitive moat.
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McDonald's Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 9%, net margins near 32%, a unknown competitive moat.
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Banco Missed, and It Was Never Ours to Own. Protection Before Participation.
The business itself is genuinely strong: net margins near 33%, a narrow competitive moat.
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Amphenol Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 55%, net margins near 18%, a moderate competitive moat.
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Thermo Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 10%, net margins near 15%, a moderate competitive moat.
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Toyota Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 10%, net margins near 9%, a unknown competitive moat.
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Linde Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 9%, net margins near 20%, a moderate competitive moat.
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Citigroup Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 14%, net margins near 22%, a narrow competitive moat.
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American Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 13%, net margins near 16%, a moderate competitive moat.
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KLA Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 15%, net margins near 36%, a strong competitive moat.
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Mitsubishi Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 29%, net margins near 27%, a weak competitive moat.
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Texas Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 23%, net margins near 31%, a strong competitive moat.
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Wells Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 10%, net margins near 27%, a moderate competitive moat.
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GE Stumbled This Quarter. Why It Still Clears Our Ethical Screen.
The business itself is genuinely strong: revenue growing about 22%, net margins near 23%, a strong competitive moat.
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AstraZeneca Reported: Clears One of Our Screens, With a Caveat on the Stricter Standard.
The business itself is genuinely strong: revenue growing about 12%, net margins near 17%, a moderate competitive moat.
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Arm Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 20%, net margins near 18%, a wide competitive moat.
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Novartis Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 1%, net margins near 23%, a unknown competitive moat.
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Philip Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 10%, net margins near 26%, a unknown 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.