Updated 10:01 GMT, 9 Nov 2026 SPX 7,376.86 +0.31% NDX 26,989.99 +1.35% VIX 24.40 -4.84% GOLD 4,104.10 +0.72% CL 90.29 -0.59% BTC 74,195.56 -0.52%
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Earnings Echo

One read per earnings report, newest first.

792 posts, newest first · page 7 of 27

  1. Reading Abbott Laboratories Before the Print

    Screens compliant (both standards agree).

  2. IBM Compounds at 34% ROE. Here's the Receipt.

    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.

  3. Thermo Fisher Scientific Is Priced for a Flawless Print, at 37x

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

  4. The Market Has Already Paid Up for Texas Instruments

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

  5. SAP: What the Print Has to Prove Today

    Clears the faith-based (AAOIFI) screen and sits borderline on our broader anchor screen.

  6. We'll Watch Philip Morris International Today. We Won't Own It.

    Fails the principled screen, Business activity screen.

  7. No Room to Miss: Lam Research at 50x Earnings

    Screens compliant (both standards agree).

  8. Perfection Is Priced Into Tesla

    Screens compliant (both standards agree).

  9. A 30% Return-on-Equity Machine: Meta Platforms Reports Today

    Screens compliant (both standards agree).

  10. Why We're Passing on 3M Despite the Beat.

    Earnings came in at $2.46 a share against $2.38 expected, a beat of 3% (+$0.08 a share).

  11. Strong Print From Capital One, and Still Not Ours to Own. Here's the Line.

    On 2026-10-20 the shares closed at $201.56, +0.9% against the prior close of $199.83 (opening +0.1% from the prior close).

  12. Chubb Limited 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.

  13. Intuitive Surgical Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.

    On 2026-10-20 the shares closed at $438.00, +1.1% against the prior close of $433.18 (opening +0.1% from the prior close).

  14. Netflix 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.

  15. GE Aerospace Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.

    Earnings came in at $2.25 a share against $2.02 expected, a beat of 11% (+$0.23 a share).

  16. The Numbers Work for Space Exploration Technologies. Our Screen Doesn't. We Pass.

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

  17. 62 Earnings Reports Spark Tuesday Volatility Spike

    62 companies file results on the single Tuesday which means the tape absorbs simultaneous moves across indices without staggered relief.

  19. 3M Compounds at 82% ROE. Here's the Receipt.

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

  20. Capital One: The Business We Rate, the Line We Won't Cross

    Fails the principled screen, Business activity screen.

  21. We'll Watch Chubb Limited Today. We Won't Own It.

    Fails the principled screen, Business activity screen.

  22. Intuitive Surgical Has to Beat, Not Just Meet

    Screens compliant (both standards agree).

  23. The Market Has Already Paid Up for ABB

    Screens compliant (both standards agree).

  24. RTX Reports Today: Strong Company, Failed Screen

    Fails the principled screen, Business activity screen.

  25. Netflix Compounds at 50% ROE. Here's the Receipt.

    Screens compliant (both standards agree).

  26. GE Aerospace Reports Today: Strong Company, Failed Screen

    Fails the principled screen, Business activity screen.

  28. W. R. Berkley: A Business We Rate, a Line We Won't Cross.

    Revenue of $3.71B compares with $3.20B expected, 16.1% above consensus.

  29. Steel Dynamics Screens Clean After the Print, but the Price Has Caught Up.

    On 2026-10-19 the shares closed at $245.17, +1.9% against the prior close of $240.54 (opening +2.2% from the prior close).

  30. Fifth Third Bancorp 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.

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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