Earnings Echo
One read per earnings report, newest first.
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Cadence Design Systems's 23% ROE Meets the Tape
Screens compliant (both standards agree).
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Perfection Is Priced Into Welltower
Fails the principled screen, Pending: Interest check.
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A 28% Margin of Safety Meets Verizon'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.
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Holcim 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.
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A Weak Quarter From Banco Bradesco, and a Screen We Were Never Going to Cross.
Earnings came in at $0.13 a share against $0.13 expected, a match of 0% (+$0.00 a share).
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A Soft Print From Infosys, and a Screen It Still Clears.
On 2026-10-23 the shares closed at $12.35, -6.6% against the prior close of $13.22 (opening -4.6% from the prior close).
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Reading Volvo'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.
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RELX: 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.
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Schlumberger Clears Our Screen on the Beat, but You're Paying Full Freight.
On 2026-10-23 the shares closed at $53.06, +7.1% against the prior close of $49.55 (opening +0.8% from the prior close).
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Eni Spa 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.
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Safran 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.
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Strong Print From American Express, and Still Not Ours to Own. Here's the Line.
Earnings came in at $5.42 a share against $4.50 expected, a beat of 20% (+$0.92 a share).
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62 Earnings Reports Set Multi-Sector Digestion for 23 October Tape
62 companies reported earnings on 22 October 2026 which means the tape opens with reactions across staples, transport and tech because the single-day slate spans defensive names such as PG and NSRG...
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52 Earnings Reports Set 22 October Volatility Tone
52 companies report earnings on 21 October 2026 which means the 22 October tape opens with broad sector cross currents from tech to utilities because the single-day slate spans mega caps and mid caps.
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Strong Print From Lockheed Martin, and Still Not Ours to Own. Here's the Line.
Earnings came in at $7.97 a share against $7.52 expected, a beat of 6% (+$0.45 a share).
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Hermès International Société 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.
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Why We're Passing on Union Pacific Despite the Beat.
Earnings came in at $3.53 a share against $3.48 expected, a beat of 1% (+$0.05 a share).
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L'Oréal S.A. 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.
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Nestlé S.A. After the Print: How It Reads Through Our Screen.
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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Roche 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.
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Southern Copper Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
Earnings came in at $2.15 a share against $2.00 expected, a beat of 7% (+$0.15 a share).
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A Clean Beat From Abbott Laboratories, and It Holds Up to Our Screen.
On 2026-10-21 the shares closed at $100.51, -1.9% against the prior close of $102.45 (opening -1.1% from the prior close).
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IBM 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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Thermo Fisher Scientific Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
Earnings came in at $6.68 a share against $6.40 expected, a beat of 4% (+$0.28 a share).
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SAP Reported: Clears One of Our Screens, With a Caveat on the Stricter Standard.
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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Strong Print From Philip Morris International, and Still Not Ours to Own. Here's the Line.
On 2026-10-21 the shares closed at $197.46, -1.2% against the prior close of $199.90 (opening -6.4% from the prior close).
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Tesla 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.
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Reading Meta Platforms'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.
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62 Earnings Releases Pack 21 Oct 2026 Tape
62 companies report earnings on Wednesday 21 October 2026 because the calendar packs META TSLA LRCX PM SAP TXN TMO IBM and dozens more into one session which means multiple sector prints hit the ta...
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NextEra Energy: What the Print Has to Prove Today
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.
Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.