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@LongYield Avatar @LongYield LongYield

LongYield posts on X about eps, currency, investment, h1 the most. They currently have XXXXX followers and 1288 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXXX% currencies XXXX% social networks XXXX%

Social topic influence eps #452, currency #395, investment 0.47%, h1 0.39%, robust 0.39%, h2 0.31%, losses 0.31%, digits #49, rates 0.23%, productivity XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @stanleybarbowl @jimjordan @seanhannity @r2discovery @marketwirenews @olvehe @stock_opine @smantel @everydaynorminv @thegreghead @divstockpile @friendlycapmgmt @chad_pumpiano

Top assets mentioned Ally Financial, Inc. (ALLY) Coca-Cola Co (KO) Cintas Corporation (CTAS) Domino's Pizza Inc (DPZ) Huntington Bancshares Incorporated (HBAN) MUX Protocol (MCB) Metropolitan Bank Holding Corp. (MCB) Arcblock (ABT) Abbott Laboratories (ABT) Northrop Grumman Corporation (NOC) Websea (WBS) Webster Financial, Corp. (WBS) General Electric Company (GE) Alvey Chain (WALV) Autoliv, Inc. (ALV) Witnet (WIT) Wipro Limited (WIT) Bank OZK (OZK) PulteGroup, Inc. (PHM) Centric Swap (CNS) Limitus (LMT) Lockheed Martin Corporation (LMT) JPMorgan Chase (JPM) Raytheon Technologies Corp (RTX) 3M Co (MMM) Fifth Third Bancorp (FITB) Comerica, Inc. (CMA) Change (CAG) Conagra Brands Inc (CAG) NXP Semiconductors NV (NXPI) Novartis AG (NVS) Helen Of Troy Ltd (HELE) Schlumberger NV (SLB) Cleveland-Cliffs, Inc. (CLF) Simmons First National Corp (SFNC) PepsiCo, Inc. (PEP) Alphabet Inc Class A (GOOGL) Matrix AI Network (MAN) Infosys Limited (INFY) Texas Capital Bancshares, Inc. (TCBI) SL Green Realty Corp. (SLG) A3S Protocol (AA) Alcoa, Corp. (AA) Charles Schwab Corporation (SCHW) Now Coin (NOW)

Top Social Posts #

Top posts by engagements in the last XX hours

"$CTAS Cintas Corporation Earnings Call Key Highlights: (2/2) 🔧 Sales Strategy and Customer Retention Sales cycle and customer sentiment remain stable; new business wins driven by the companys value proposition not macro or pricing pressures. Retention rates remain near all-time highs with stable ad stops; pricing trends aligned with historical levels with no material change in customer behavior. Cintas' differentiated service model includes converting no programmers (self-managed uniforms) to rental services and expanding cross-selling within long-standing customer accounts. Example"
@LongYield Avatar @LongYield on X 2025-07-18 22:02:43 UTC 4477 followers, XXX engagements

"$PEP PepsiCo Inc. Earnings Call Key Highlights: 💼 Productivity Acceleration and Cost Structure Optimization PepsiCo plans a XX% increase in productivity savings in H2 2025 versus H1 with initiatives targeting both Frito-Lay North America (FLNA) and PepsiCo Beverages North America (PBNA). Productivity levers include plant closures line rationalizations workforce rightsizing procurement savings and efficiency from ERP investments. Long-term productivity is also supported by the North America business integration where dual $30B operations are expected to unlock synergies in logistics sales and"
@LongYield Avatar @LongYield on X 2025-07-18 21:31:04 UTC 4475 followers, XXX engagements

"$GOOGL Alphabet Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance Across Core Businesses Alphabet reported Q2 2025 consolidated revenue of $XXXX billion up XX% YoY (13% in constant currency) led by double-digit growth in Search YouTube subscriptions devices and Google Cloud. Operating income rose XX% to $XXXX billion while net income climbed XX% to $XXXX billion; EPS reached $XXXX a XX% increase. Operating margin was XXXX% benefiting from strong revenue growth and expense efficiency partially offset by a $XXX billion legal charge. Free cash flow for the quarter was $5.3"
@LongYield Avatar @LongYield on X 2025-07-23 22:55:37 UTC 4478 followers, XXX engagements

"$MAN ManpowerGroup Inc. Earnings Call Key Highlights: 📉 Financial Performance and Revenue Trends System-wide revenue totaled $XXX billion while reported revenue stood at $XXX billion down X% YoY in constant currency. Adjusted EBITDA was $XX million representing a XX% decrease YoY. Adjusted EPS was $XXXX down XX% YoY in constant currency though $XXXX above the guidance midpoint. Reported EPS was a loss of $XXXX due to $XXXX in restructuring and $XXXX in impairment charges. Gross profit margin came in at XXXX% with a XX basis point negative impact from staffing mix shifts toward enterprise"
@LongYield Avatar @LongYield on X 2025-07-20 17:13:41 UTC 4475 followers, XXX engagements

"$DPZ Domino's Pizza Inc. Earnings Call Key Highlights: (1/2) 🍕 Strong U.S. Sales and Market Share Gains Dominos delivered positive comps in both delivery and carryout in Q2 2025 outpacing the broader QSR pizza category which remained flat. U.S. same-store sales rose XXX% driven by incremental traffic and higher average tickets notably due to the successful launch of Parmesan Stuffed Crust. Carryout comps were up XXX% marking the highest average carryout orders in company history. Dominos continued to gain market share with CEO Russell Weiner noting the company has captured approximately one"
@LongYield Avatar @LongYield on X 2025-07-21 22:37:49 UTC 4477 followers, XXX engagements

"$INFY Infosys Limited Earnings Call Key Highlights: 📈 Q1 FY26 Revenue Growth and Deal Momentum Infosys reported Q1 FY26 revenue growth of XXX% QoQ and XXX% YoY in constant currency terms with broad-based performance across key verticals and geographies. Europe grew XXXX% YoY significantly outpacing the company average while North America grew XXX% sequentially reflecting steady demand despite macro uncertainties. Large deal total contract value (TCV) stood at $XXX billion with XX% net new spanning XX deals across verticals such as communications financial services manufacturing EURS and"
@LongYield Avatar @LongYield on X 2025-07-23 23:02:25 UTC 4478 followers, XXX engagements

"$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (2/2) 🏦 Deposit Franchise Strength and Pricing Discipline Average deposits increased $XXX billion (1.1%) sequentially supported by X% and X% growth in consumer and business primary bank relationships respectively. Interest-bearing deposit costs declined X basis points sequentially highlighting strong pricing discipline even amid solid loan growth. Noninterest-bearing deposits declined modestly but total checking balances and lower-cost deposit categories remained stable. Liquidity coverage remains strong with 2x coverage"
@LongYield Avatar @LongYield on X 2025-07-20 16:29:46 UTC 4471 followers, XX engagements

"$IIIN Insteel Industries Inc. Earnings Call Key Highlights: 📈 Strong Earnings and Margin Expansion Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share more than doubling from $XXX million or $XXXX per share in the prior year period. Adjusted EPS was $XXXX excluding $843000 in restructuring charges tied to welded wire manufacturing consolidation. Gross margin expanded by XXX basis points year-over-year to XXXX% driven by higher selling prices and favorable raw material spreads. Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost"
@LongYield Avatar @LongYield on X 2025-07-20 17:20:23 UTC 4477 followers, XXX engagements

"$TCBI Texas Capital Bancshares Inc. Earnings Call Key Highlights: (1/2) 📈 Earnings and Profitability Growth Adjusted net income to common increased XXX% year-over-year reaching $XXXX million with adjusted EPS up 104%. Adjusted ROAA reached XXXX% approaching the XXX% full-year target set in 2021. Adjusted total revenue grew XX% year-over-year and XX% sequentially driven by broad-based commercial loan growth and fee income strength. Adjusted pre-provision net revenue rose XX% year-over-year to $XXXXX million the highest level since the firm began its strategic transformation. 🏦 Loan Growth"
@LongYield Avatar @LongYield on X 2025-07-20 16:54:47 UTC 4472 followers, XXX engagements

"$SLG SL Green Realty Corp. Earnings Call Key Highlights: 🏢 Leasing Performance and Tenant Demand Trends SL Green completed over 540000 square feet of leasing in Q2 2025 bringing the year-to-date total to XXX million square feet with a robust pipeline of X million square feet slated for near-term execution. Approximately XX% of the pipeline comprises leases under 25000 square feet primarily driven by financial services legal professional services government nonprofit TAMI and real estate tenants. Leasing activity is expanding beyond Park Avenue with half the pipeline representing properties"
@LongYield Avatar @LongYield on X 2025-07-20 17:23:52 UTC 4481 followers, XXX engagements

"$MCB Metropolitan Bank Holding Corp. Earnings Call Key Highlights: (2/2) 💳 Credit Quality and Provisions Provision expense totaled $XXX million reflecting both loan growth and adverse macroeconomic adjustments under the CECL model. $XXX million of the provision was attributed to a single nonperforming loan; management is confident in resolution during 2025. Asset quality remains robust with no material deterioration across sectors geographies or loan types. Conservative underwriting portfolio diversity and a relationship-based lending approach continue to support strong credit performance."
@LongYield Avatar @LongYield on X 2025-07-20 16:13:23 UTC 4481 followers, XX engagements

"$ABT Abbott Laboratories Earnings Call Key Highlights: (2/2) ⚡ Medical Devices: Electrophysiology (EP) EP delivered another quarter of double-digit growth supported by ongoing U.S. strength and early international rollout of Volt PFA catheter. Volts design enables real-time contact visualization and reduced procedure times positioning it competitively against existing balloon-based systems. Initial market introduction is focused and selective leveraging trial site familiarity to drive feedback and procedural confidence. Broader launch and scaling anticipated with Volt expected to bolster EP"
@LongYield Avatar @LongYield on X 2025-07-18 22:04:05 UTC 4481 followers, XXX engagements

"$NOC Northrop Grumman Corporation Earnings Call Key Highlights: (1/2) 📊 Strong Q2 2025 Financial Results and Outlook Q2 revenue rose to $XXXX billion up X% YoY and X% sequentially with growth across all segments; organic sales grew X% YoY excluding the training services divestiture. Segment operating income increased XX% YoY to $XXXX billion with operating margin expanding XXX bps to XXXX% driven by strong performance at Defense and Mission Systems. Diluted EPS was $XXXX up XX% YoY aided by $XXXX from segment performance and a $XXXX gain from the divested training business. Full-year"
@LongYield Avatar @LongYield on X 2025-07-23 13:22:15 UTC 4477 followers, XXX engagements

"$ALLY Ally Financial Inc. Earnings Call Key Highlights: 💼 Executive Vision and Strategic Focus CEO Michael Rhodes emphasized organizational focus cultural strength and simplification as central to delivering shareholder value. The company has solidified leadership sharpened its brand strategy and reinforced its commitment to core businesses: Dealer Financial Services Corporate Finance and Deposits. A multiyear partnership with the WNBA underscores Allys brand momentum and alignment with social trends. Ally aims to remain disciplined in capital allocation with a long-term goal of delivering"
@LongYield Avatar @LongYield on X 2025-04-21 13:26:51 UTC 4477 followers, XXX engagements

"$RYAAY Ryanair Holdings plc Earnings Call Key Highlights: (1/2) 💶 Record Q1 Profit Driven by Strong Fare Recovery Ryanair reported Q1 FY2026 PAT of XXX million more than double the XXX million posted in Q1 FY2025 due largely to favorable comps and strong Easter performance. Q1 benefited from the timing of a full Easter in April (vs. partial last year) the resolution of the OTA boycott and stronger close-in bookings. Management emphasized that while headline profit growth appears large (+128%) over a two-year period Q1 profits have grown XX% suggesting a more normalized trajectory. Average"
@LongYield Avatar @LongYield on X 2025-07-21 23:52:31 UTC 4475 followers, XXX engagements

"$WBS Webster Financial Corporation Earnings Call Key Highlights: (1/2) 💼 Strong Quarter and Solid Financial Metrics Achieved ROATCE of XX% and ROAA of nearly XXX% for Q2 2025; EPS increased to $XXXX from $XXXX in Q1. Tangible book value per share rose over X% to $35.13; net income to common shareholders rose by $XX million sequentially. NIM decreased slightly to XXXX% (3.42% excluding a non-accrual reversal) driven by seasonal deposit mix increased cash balances and marginal spread compression. Loan-to-deposit ratio held steady at XX% with strong balance sheet positioning and CET1 capital at"
@LongYield Avatar @LongYield on X 2025-07-20 17:04:18 UTC 4477 followers, XXX engagements

"$XPEV XPeng Inc. Q1 2025 Earnings Call Key Highlights: 🚗 Record-Breaking Vehicle Deliveries and Market Leadership XPeng delivered 94008 vehicles in Q1 2025 up XXX% year-over-year marking a new company record and positioning it as the top-selling emerging EV brand both domestically and internationally. Monthly deliveries surpassed 30000 units for six consecutive months despite the traditional seasonal weakness of Q1. Notable model performance includes over 100000 cumulative MONA M03 deliveries 50000 units of the new P7+ and 7500 combined units of the refreshed G6 and G9 models in April. The"
@LongYield Avatar @LongYield on X 2025-07-10 01:23:26 UTC 4478 followers, XXX engagements

"@stanleybarbowl @Jim_Jordan @seanhannity nope. nobody watches those either"
@LongYield Avatar @LongYield on X 2025-07-22 13:53:44 UTC 4472 followers, X engagements

"$AA Alcoa Corporation Earnings Call Key Highlights: 🦺 Operational and Safety Performance Alcoa maintained a strong safety record in Q2 2025 with no fatal or serious injuries reported and injury rates trending below 2024 benchmarks. The company reinforced its field engagement initiative emphasizing leadership presence in operational environments to promote safety culture and drive compliance. Strong operational reliability was sustained across major production sites helping mitigate the volatility from external tariff and market pressures. Contingency planning and execution efficiency were"
@LongYield Avatar @LongYield on X 2025-07-17 19:42:53 UTC 4480 followers, XXX engagements

"$KO The Coca-Cola Company Earnings Call Key Highlights: (1/2) 🌐 Global Business and Market Performance Coca-Cola achieved X% organic revenue growth and X% EPS growth in Q2 2025 despite a X% unit case volume decline with strong execution in volatile markets and adverse June weather. Volume improved sequentially in key markets such as the U.S. and Europe while value share gains continued for a 17th consecutive quarter underscoring strong brand strength. Despite regional conflicts and economic challenges Coca-Cola grew volume in EMEA and Africa and maintained positive performance in China and"
@LongYield Avatar @LongYield on X 2025-07-23 12:22:55 UTC 4480 followers, XXX engagements

"$ALLY Ally Financial Inc. Earnings Call Key Highlights: (1/2) 📊 Financial Performance & Earnings Adjusted EPS for Q2 2025 was $XXXX with core pre-tax income of $XXX million both reflecting double-digit YoY growth. GAAP EPS came in at $XXXX. Net interest margin (NIM) excluding core OID expanded to XXXX% up XX basis points sequentially despite a XX basis point drag from the credit card portfolio sale. Core return on tangible common equity (ROTCE) was XXXX% or XX% when adjusted for AOCI benefits indicating healthy and sustainable profitability. Adjusted noninterest expense declined for the"
@LongYield Avatar @LongYield on X 2025-07-18 21:56:34 UTC 4471 followers, XXX engagements

"$GE General Electric Company Earnings Call Key Highlights: (1/2) ✈ Safety and Operational Excellence GE Aerospace reaffirmed its commitment to safety emphasizing its FAA-accepted Safety Management System (SMS) developed a decade before regulatory mandates. The FLIGHT DECK lean operating model enhances safety quality delivery and cost metrics now incorporating AI tools to improve inspection accuracy and detect potential threats earlier. Enhanced part-level inspections standardized safety investigation processes and AI-enabled blade inspection tools are reducing inspection times by up to 50%."
@LongYield Avatar @LongYield on X 2025-07-18 12:15:49 UTC 4478 followers, XXX engagements

"$KO The Coca-Cola Company Earnings Call Key Highlights: (2/2) 📊 2025 Financial Guidance and FX Headwinds Coca-Cola maintained its organic revenue growth guidance at XX% and raised currency-neutral EPS growth expectations to 8%. Full-year EPS is projected to grow approximately X% to $XXXX despite a 5-point currency headwind and a 2-point tax rate increase (to 20.8%). Currency impacts are moderating; hedging strategy smooths volatility but delays benefit realization2026 FX outlook to be updated in Q3 call. Free cash flow (excluding fairlife payment) was $XXX billion up $XXX million YoY;"
@LongYield Avatar @LongYield on X 2025-07-23 12:23:06 UTC 4480 followers, XXX engagements

"$ALV Autoliv Inc. Earnings Call Key Highlights: (2/2) 📊 Cash Flow CapEx and Working Capital Trends Free operating cash flow was $XXX million down from $XXX million YoY due to working capital buildup but partially offset by lower CapEx. CapEx-to-sales ratio declined to XXX% from XXX% last year driven by reduced footprint investments in Europe and Americas and moderated capacity expansion in Asia. Trade working capital rose to XXXX% of sales up from XXXX% YoY driven by $XXX million in higher receivables; seen as a temporary shift due to strong Q2 close. Cash conversion over the last XX months"
@LongYield Avatar @LongYield on X 2025-07-20 16:38:25 UTC 4471 followers, XXX engagements

"$SCHW The Charles Schwab Corporation Special Call Key Highlights: (1/2) 📈 Robust Client Growth and Engagement Schwab added XXX million new brokerage accounts in Q2 2025 marking the third consecutive quarter with over X million account openings and an XX% increase YoY. Core net new assets reached $XXXX billion in Q2 up XX% YoY bringing year-to-date total to $XXX billiona XX% increase over H1 2024. Total client interactions across all channels rose XX% YoY; Schwab supported XX million calls year-to-date with average wait times under XX seconds. Retail engagement continued to grow with a"
@LongYield Avatar @LongYield on X 2025-07-20 16:34:10 UTC 4471 followers, XXX engagements

"$MCB Metropolitan Bank Holding Corp. Earnings Call Key Highlights: (1/2) 📈 Loan and Deposit Growth Total outstanding loans grew by $XXX million or XXX% quarter-over-quarter reflecting sustained demand and continued strength in the banks core lending segments. Core deposits increased by $XXX million or XXX% driven by growth across municipal trustee and lending verticals underpinning the bank's core-funded model. The weighted average coupon (WAC) on originations stood at XXXX% with nearly XX% of new originations being floating rate enhancing asset sensitivity. Loan growth is projected to"
@LongYield Avatar @LongYield on X 2025-07-20 16:13:11 UTC 4476 followers, XXX engagements

"$WIT Wipro Limited Earnings Call Key Highlights: (2/2) 🤝 Client Engagement & Large Deal Wins Executed XX large deals in FY XX valued at $XXX billion representing a XXXX% YoY growth with two major deals classified as mega wins. Wipros large account strategy drove strong performance in its top X and top XX clients; early-stage consulting engagements with AI roadmapping gained traction. AI now plays a central role in all large-scale transformations enabling improved productivity business model redesign and better customer experiences. Net Promoter Scores and overall client satisfaction improved"
@LongYield Avatar @LongYield on X 2025-07-18 21:49:42 UTC 4475 followers, XXX engagements

"$OZK Bank OZK Earnings Call Key Highlights: (2/2) 📈 Net Interest Margin and Capital Management With deposit costs stabilizing and continued asset growth the bank is managing NIM effectively despite macro headwinds. Internal expectations suggest NIM performance will hinge on future Fed policy moves though no major cost reductions are expected in the near term. The balance sheet remains robust with adequate capital to support loan and branch expansion while maintaining conservative risk management practices. Management emphasized its high bar for M&A citing the strength of organic growth and"
@LongYield Avatar @LongYield on X 2025-07-20 16:15:47 UTC 4476 followers, XXX engagements

"$NOW ServiceNow Inc. Earnings Call Key Highlights: 📈 Outstanding Financial Performance Q2 2025 subscription revenues reached $XXXX billion up XXXX% YoY in constant currency exceeding guidance by XXX basis points aided by strong execution and early on-prem renewals. Remaining performance obligations (RPO) stood at $XXXX billion a XXXX% YoY growth; current RPO grew XXXX% YoY both exceeding expectations. Non-GAAP operating margin was XXXX% over XXX basis points above guidance while free cash flow margin was XXXX% up XXX basis points YoY. ServiceNow increased its FY25 subscription revenue"
@LongYield Avatar @LongYield on X 2025-07-23 22:46:27 UTC 4478 followers, XXX engagements

"$RYAAY Ryanair Holdings plc Earnings Call Key Highlights: (2/2) 📉 Q2 and Full-Year Outlook: Cautious Optimism Q2 fare recovery is expected to be closer to +7% recapturing most of the X% YoY decline seen in Q2 FY2025 a more realistic barometer of underlying trends. Load factors and advance bookings are running X% ahead of last year but management stressed fragility of close-in pricing. Only X% of H2 seats are currently sold and prior-year Boeing compensation wont recur adding pressure to H2 profitability. Despite these caveats Ryanair expects to post reasonable net profit growth for FY2026"
@LongYield Avatar @LongYield on X 2025-07-21 23:52:41 UTC 4475 followers, XXX engagements

"$PHM PulteGroup Inc. Earnings Call Key Highlights: (2/2) 📦 Land Strategy and Option Usage Invested $XXX billion in land acquisition and development in Q2; $XXX billion YTD on pace to meet $X billion full-year investment target. Controlled lot count increased to 250000 with land options now comprising XX% of the pipeline advancing toward the target mix of XX% options and XX% owned. Nearly 30000 option lots were added in the past XX months while owned lot count was reduced by approximately 4000 improving flexibility and risk mitigation. Most land options are sourced directly from sellers"
@LongYield Avatar @LongYield on X 2025-07-23 12:59:12 UTC 4477 followers, XXX engagements

"$GE General Electric Company Earnings Call Key Highlights: (2/2) 🧪 Technology and R&D Investment GE is investing $3B annually (68% of revenue) into R&D supporting current platforms and future propulsion technologies. The company leads the industry in composite fan blade technology improving durability and efficiency; now in 4th-gen with GE9X. GE9X is the most tested engine in company history (30000 cycles) including advanced dust testing to ensure launch maturity. The RISE program featuring open fan architecture promises XX% fuel burn reduction slower fan speed for safety and improved"
@LongYield Avatar @LongYield on X 2025-07-18 12:16:11 UTC 4478 followers, 1031 engagements

"$BYRN Byrna Technologies Inc. Earnings Call Key Highlights: (1/2) 📈 Revenue and Profitability Growth Byrna reported Q2 2025 revenue of $XXXX million marking a XX% year-over-year increase driven by the launch of the Compact Launcher (CL) expanded dealer sales and increased brand adoption. Gross profit was $XXXX million or XX% of net revenue consistent with the prior year despite higher dealer sales reflecting a favorable product mix. Operating expenses rose to $XXXX million from $XXXX million year-over-year primarily due to increased selling expenses marketing spend and payroll costs related"
@LongYield Avatar @LongYield on X 2025-07-11 13:07:02 UTC 4470 followers, 3030 engagements

"$ALLY Ally Financial Inc. Earnings Call Key Highlights: (2/2) 📉 Credit Trends & Provisioning Consolidated NCO rate improved to XXXX% down XX basis points sequentially helped by the card business sale and strong performance in retail auto. Provision for credit losses was $XXX million down XX% QoQ and XX% YoY primarily due to the credit card sale and continued portfolio seasoning. Retail auto coverage remained steady at XXXX% while consolidated reserve coverage increased slightly due to loan mix dynamics. Improved delinquency trends and stable used car pricing supported a narrowed FY 2025"
@LongYield Avatar @LongYield on X 2025-07-18 21:56:46 UTC 4471 followers, XXX engagements

"$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (2/2) 📈 Performance Metrics and Morningstar Ratings XX% of AUM outperformed benchmarks in Q2; XX% outperformed on a one-year basis. Long-term performance remains robust with XX% of AUM beating benchmarks over ten years and excess returns exceeding XXX basis points across all major time periods. Morningstar ratings remain strong with XX% of open-end fund AUM rated X or X stars underscoring consistent alpha generation across strategies. Firm continues to outperform performance targets contributing to ongoing investment appeal across"
@LongYield Avatar @LongYield on X 2025-07-20 16:52:52 UTC 4481 followers, XXX engagements

"$ASML ASML Holding N.V. Earnings Call Key Highlights: (1/2) 🧾 Q2 2025 Financial Performance Total net sales reached XXX billion at the upper end of guidance driven by one High NA system revenue and strong upgrade business. Net system sales were XXX billion with XXX billion from EUV and XXX billion from non-EUV systems; Logic contributed XX% and Memory 31%. Installed Base Management sales came in at XXX billion above guidance reflecting robust upgrade demand and growing service revenue. Gross margin was XXXX% boosted by high upgrade activity and one-off cost benefits partially offset by"
@LongYield Avatar @LongYield on X 2025-07-16 19:37:47 UTC 4470 followers, XXX engagements

"$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (1/2) 📊 Financial Performance and Operating Metrics Q2 2025 earnings were $XXXX per share down slightly from $XXXX in Q1 reflecting modestly higher expenses and stable revenues. Revenue increased XXX% quarter-over-quarter to $XXX million driven by higher average assets under management (AUM) and a favorable day count. Operating margin decreased to XXXX% from XXXX% in the prior quarter as expenses rose more than revenues. Compensation and benefits remained aligned with revenue growth holding the compensation ratio steady at 40.5%. 💼"
@LongYield Avatar @LongYield on X 2025-07-20 16:52:36 UTC 4475 followers, XXX engagements

"$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (2/2) 📦 Business Segment Highlights Aeronautics: Sales up X% to $XXX billion driven by F-35 production; excluding the $XXX million classified charge operating profit would have grown high single digits. Missiles and Fire Control (MFC): Sales rose XX% to $XXX billion led by HIMARS JASSM/LRASM and PrSM; operating profit increased X% to $XXX million offset slightly by PAC-3 rate adjustments. Rotary and Mission Systems (RMS): Sales fell XX% to $X billion due to CMHP and TUHP charges; excluding these RMS sales declined mid-single"
@LongYield Avatar @LongYield on X 2025-07-23 12:53:19 UTC 4478 followers, XXX engagements

"$NOC Northrop Grumman Corporation Earnings Call Key Highlights: (2/2) 💥 Defense Systems Growth and Rocket Motor Expansion Defense Systems Q2 sales up X% on a GAAP basis (9% organically) driven by Sentinel and higher ammunition volumes; operating margin surged to 12.7%. $X billion invested over X years to expand solid rocket motor capacity with expected increase from 13000 units to 25000 by 2029. New contracts include a U.S. Navy award for 21-inch second-stage rocket motors and growing roles in hypersonics and second-source missile production. Management sees DS as the companys highest"
@LongYield Avatar @LongYield on X 2025-07-23 13:22:44 UTC 4477 followers, XXX engagements

"🚀 Netflix's Q2 2025 earnings: Revenue up XX% to $11B subs surge 4.5M margins hit XX% Ads doubling & blockbuster slate aheaddespite stock dip it's a buy Dive into my analysis: #Netflix #Earnings #StreamingWars"
@LongYield Avatar @LongYield on X 2025-07-18 22:47:47 UTC 4480 followers, XXX engagements

"$ABT Abbott Laboratories Earnings Call Key Highlights: (1/2) 📈 Overall Financial Performance Q2 2025 organic sales (excluding COVID testing) rose XXX% with total reported growth of 6.9%; H1 2025 organic growth stood at 8%. Adjusted EPS for the quarter was $XXXX up XX% YoY and XX% sequentially exceeding consensus estimates and reflecting double-digit bottom-line growth. Gross margin and operating margin both expanded by XXX basis points YoY reaching XX% and XXXX% of sales respectively. Full-year outlook reaffirmed despite macro headwinds with expectations of continued high single-digit sales"
@LongYield Avatar @LongYield on X 2025-07-18 22:03:56 UTC 4477 followers, XXX engagements

"$NEE NextEra Energy Inc. Earnings Call Key Highlights: 📊 Strong Financial Results and Upbeat Guidance Adjusted earnings per share (EPS) grew XXX% YoY for Q2 2025 with year-to-date EPS up 9.1%reflecting robust performance from both Florida Power & Light (FPL) and Energy Resources. FPLs EPS contribution increased $XXXX YoY driven primarily by an X% increase in regulatory capital employed and continued customer growth. Energy Resources adjusted EPS rose $XXXX YoY with $XXXX from new investments and $XXXX from improved customer supply business offsetting a $XXXX wind resource shortfall and $0.06"
@LongYield Avatar @LongYield on X 2025-07-23 23:32:17 UTC 4478 followers, XX engagements

"$JPM JPMorgan Chase & Co. Earnings Call Key Highlights: (1/2) 📊 Q2 2025 Financial Performance: 📌 JPMorgan reported net income of $XX billion EPS of $XXXX and revenues of $XXXX billion down XX% year-on-year driven primarily by lower NIR ex-Markets and deposit margin compression. 📉 Net interest income (NII) ex-Markets was down slightly by X% due to lower rates and margin pressure though partially offset by higher wholesale deposits and increased revolving balances in Card. 💳 Non-interest revenue (NIR) ex-Markets decreased XX% due to last years Visa-related gains; adjusted NIR grew 8%"
@LongYield Avatar @LongYield on X 2025-07-15 22:34:27 UTC 4470 followers, XXX engagements

"$RTX RTX Corporation Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance RTX reported Q2 adjusted sales of $XXXX billion up X% organically with broad-based strength across all three segments and channels: commercial aftermarket (+16%) commercial OE (+7%) and defense (+6%). Segment operating profit rose XX% to $XXX billion reflecting improved mix and higher volume while adjusted EPS increased XX% YoY to $XXXX despite $XXXX in tariff costs. Free cash flow was a modest outflow of $XX million impacted by $XXX million in powder metal-related compensation and $XXX million in"
@LongYield Avatar @LongYield on X 2025-07-23 12:55:28 UTC 4477 followers, XXX engagements

"$IBKR Interactive Brokers Group Inc. Earnings Call Key Highlights: 📊 Record Financial Performance Interactive Brokers posted record net revenues and pretax income in Q2 2025 with pretax profit exceeding $X billion for the third consecutive quarter. Commissions reached an all-time high of $XXX million up XX% YoY despite the SEC fee being reduced to zero mid-quarter which if unchanged would have added $XX million. Net interest income hit a record $XXX million benefiting from higher cash balances securities lending and a $XX million one-time tax recovery. The firm maintained industry-leading"
@LongYield Avatar @LongYield on X 2025-07-18 21:28:48 UTC 4475 followers, XXX engagements

"$GS The Goldman Sachs Group Inc. Earnings Call Key Highlights: 🏦 Financial Performance: 📊 Goldman Sachs delivered strong Q2 2025 results generating net revenues of $XXXX billion and earnings per share of $XXXXX. 💰 Return on Equity (ROE) stood at XXXX% for Q2 and XXXX% for the first half of 2025. 📈 Total quarterly operating expenses were $XXX billion including non-compensation expenses of $XXX billion up X% year-over-year due to transaction-related costs. 📌 Firm-wide net interest income reached $XXX billion driven by increased interest-earning assets. 💼 Investment Banking Momentum: 🌎"
@LongYield Avatar @LongYield on X 2025-07-16 22:52:05 UTC 4478 followers, 2062 engagements

"$MMM 3M Company Earnings Call Key Highlights: (1/2) 📈 Strong Earnings and Guidance Increase Adjusted EPS for Q2 2025 was $XXXX a XX% increase year-over-year surpassing expectations due to robust operational performance and disciplined cost control. Operating margins expanded by XXX basis points to XXXX% driven by productivity lower restructuring costs and G&A efficiencies. Full-year EPS guidance was raised to $7.75$8.00 inclusive of anticipated tariff impacts reflecting confidence in operational momentum and execution discipline. Free cash flow for Q2 was $XXX billion with XXX% conversion"
@LongYield Avatar @LongYield on X 2025-07-20 16:17:59 UTC 4475 followers, XXX engagements

"$FITB Fifth Third Bancorp Earnings Call Key Highlights: (1/2) 📈 Earnings Performance and Profitability Q2 2025 adjusted EPS was $XXXX exceeding consensus estimates; adjusted return on assets was XXX% and return on tangible common equity stood at 18%. Adjusted PPNR rose XX% year-over-year driven by X% growth in adjusted revenues including X% NII growth. The efficiency ratio improved to XXXX% with XXX basis points of positive operating leveragemarking the third consecutive quarter of such leverage. Tangible book value per share increased XX% year-over-year and X% sequentially supported by"
@LongYield Avatar @LongYield on X 2025-07-20 16:59:33 UTC 4476 followers, XXX engagements

"$INCY Incyte Earnings Release Q3 2024 📈 Strong Revenue Growth: Achieved total revenues of $XXXX billion in Q3 marking a XX% year-over-year increase driven by flagship products Jakafi and Opzelura. 💊 Jakafi Performance: Net product revenues rose XX% year-over-year to $XXX million leading to a raised full-year guidance between $XXXX billion and $XXXX billion. 🌍 Opzelura Expansion: Generated $XXX million in net product revenues (+52% Y/Y) supported by U.S. demand and European market expansion particularly in Germany and France. ✅ FDA Approval for Niktimvo: Secured FDA approval for Niktimvo to"
@LongYield Avatar @LongYield on X 2024-10-29 11:59:04 UTC 4477 followers, XXX engagements

"$JNJ Johnson & Johnson Earnings Call Key Highlights: 📈 Strong Quarterly Performance and Upward Guidance Revisions Johnson & Johnson delivered Q2 2025 worldwide sales of $XXXX billion reflecting operational growth of XXX% despite a XXX basis point headwind from STELARA loss of exclusivity. Adjusted EPS reached $XXXX down XXX% YoY impacted by increased debt from the Intra-Cellular acquisition and gross profit pressure from biosimilar erosion. Based on robust business momentum full-year 2025 guidance was raised by $X billion in sales and $XXXX in adjusted EPS now expected in the range of $10.80"
@LongYield Avatar @LongYield on X 2025-07-18 21:33:35 UTC 4475 followers, XXX engagements

"$TSM Taiwan Semiconductor Manufacturing Company Limited Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance Q2 revenue rose XXXX% QoQ in USD terms to $XXXX billion exceeding prior guidance driven by strong demand for 3nm and 5nm technologies despite FX headwinds. Gross margin declined slightly by XXX percentage points to XXXX% impacted by foreign exchange losses and initial dilution from overseas fabs. Operating margin improved to XXXX% aided by operating leverage while EPS grew XXXX% YoY to TWD XXXXX. Return on equity was 34.8%. TSMC ended Q2 with TWD XXX trillion"
@LongYield Avatar @LongYield on X 2025-07-18 01:11:11 UTC 4476 followers, XXX engagements

"$CMA Comerica Incorporated Earnings Call Key Highlights: (2/2) 📉 Expense Discipline and Revised Guidance Noninterest expenses fell $XX million quarter-over-quarter due to lower litigation costs and seasonal declines in compensation. Expense tailwinds included one-time benefits such as litigation recoveries asset sales and state tax recoveries; partially offset by modest increases in processing and advertising. FY2025 noninterest expense growth guidance was revised downward to X% from prior estimates reflecting strong YTD performance and tighter cost controls. Third quarter expenses expected"
@LongYield Avatar @LongYield on X 2025-07-20 16:40:31 UTC 4476 followers, XXX engagements

"$CAG Conagra Brands Inc. Earnings Call Key Highlights: (2/2) 🥫 Innovation and Premiumization in Frozen Banquet Mega Chicken Filets emerged as FY25s top innovation exceeding sales expectations and validating the demand for premium multi-serve frozen formats. The product commands a higher dollar ring per unit and is viewed as a strong competitor to QSR chicken offerings like Chick-fil-A; demand outpaced capacity prompting further investment in chicken infrastructure. The broader frozen innovation pipeline focuses on higher-quality larger-portion and more premium products to justify higher"
@LongYield Avatar @LongYield on X 2025-07-11 13:28:41 UTC 4471 followers, XXX engagements

"$BHF Brighthouse Financial Inc. Earnings Call Key Highlights: Capital Return and Share Repurchases: Brighthouse Financial continued its commitment to returning capital to shareholders repurchasing $XXX million of its common stock in 2023 reducing shares outstanding by approximately 7%. A new share repurchase authorization of up to an additional $XXX million was announced in November. Sales Performance and Product Enhancements: The company achieved strong sales results in 2023 with total annuity sales of $XXXX billion and total life insurance sales of $XXX million both exceeding targets."
@LongYield Avatar @LongYield on X 2024-02-19 00:58:05 UTC 4476 followers, XXX engagements

"$NXPI NXP Semiconductors N.V. Earnings Call Key Highlights: (2/2) 📈 Q3 2025 Guidance and Segment Outlook Q3 revenue expected at $XXXX billion down X% YoY but up X% sequentially reflecting improving seasonal trends and cyclical momentum. Segment outlook at midpoint: Automotive flat YoY up mid-single digits QoQ; Industrial & IoT up mid-single digits YoY up high-single digits QoQ; Mobile up low single digits YoY up mid-20% QoQ; Communications & Other down upper XX% YoY flat QoQ. Non-GAAP gross margin expected at XX% XX bps; OpEx guided at $XXX million $XX million approximately XX% of revenue"
@LongYield Avatar @LongYield on X 2025-07-23 12:20:23 UTC 4477 followers, XXX engagements

"$CTAS Cintas Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly and Full-Year Financial Performance Q4 FY2025 revenue grew X% YoY to $XXXX billion with organic growth of X% driven by strong execution across all business segments. Full-year FY2025 revenue reached a record $XXXXX billion an increase of XXX% with X% organic growth and robust profitability across segments. Operating margin for the full year hit an all-time high of XXXX% up from XXXX% in FY2024 supported by continued cost discipline and efficiency gains. Diluted EPS for Q4 rose X% YoY to $1.09; full-year diluted EPS"
@LongYield Avatar @LongYield on X 2025-07-18 22:02:31 UTC 4475 followers, XXX engagements

"$MS Morgan Stanley Earnings Call Key Highlights: 📊 Financial Performance and Returns Morgan Stanley reported Q2 2025 revenues of $XXXX billion EPS of $XXXX and a return on tangible common equity (ROTCE) of 18.2%. The firm achieved a strong H1 2025 with $XXXX billion in revenue and $XXXX EPS demonstrating resilience across multiple market backdrops. Efficiency ratio for the first half stood at XX% reflecting disciplined expense management cost-saving from real estate exits and productivity gains through technology investments. Capital strength remained robust with a CET1 ratio of XX% over 200"
@LongYield Avatar @LongYield on X 2025-07-18 21:38:48 UTC 4480 followers, XXX engagements

"$OFG OFG Bancorp Earnings Call Key Highlights: 🏦 Record Financial and Operational Performance Q2 2025 EPS increased XXX% YoY to $XXXX supported by core revenue growth of XXX% and strong operating leverage. Total assets reached a record $XXXX billion up X% YoY; loans held for investment exceeded $XXX billion growing X% YoY and $XXX million sequentially. ROAA was XXXX% and ROATCE reached 17%; tangible book value per share climbed to $XXXXX. OFG repurchased 186000 shares during the quarter and authorized a new $XXX million share buyback program underscoring capital strength and shareholder"
@LongYield Avatar @LongYield on X 2025-07-20 17:21:17 UTC 4472 followers, XXX engagements

"$BSVN Bank7 Corp. Earnings Call Key Highlights: 💵 Record Core Earnings and Profitability Bank7 reported one of its best quarters ever driven by robust loan and deposit growth stable NIM performance and disciplined expense control. Net interest margin remained at the high end of historical ranges supported by the banks balanced asset-liability strategy and use of loan floors. Efficiency ratio remained low in the 36%38% range underscoring strong operating leverage and cost discipline. Asset quality remained solid with continued low nonperforming assets and minimal charge-offs reflecting strong"
@LongYield Avatar @LongYield on X 2025-07-20 17:17:54 UTC 4477 followers, XXX engagements

"$CMA Comerica Incorporated Earnings Call Key Highlights: (1/2) 💰 Earnings Growth and Shareholder Returns Reported Q2 2025 earnings per share of $XXXX marking a XX% increase over the prior quarter driven by favorable loan trends fee income and expense controls. Returned $XXX million to shareholders via dividends and share repurchases while maintaining strong capitalization with CET1 at XXXXX% well above the XX% strategic target. Tax expense declined during the quarter due to discrete tax items supporting net income growth despite flat net interest income. Strong efficiency improvement with a"
@LongYield Avatar @LongYield on X 2025-07-20 16:40:07 UTC 4476 followers, XXX engagements

"$MMM 3M Company Earnings Call Key Highlights: (2/2) 🚗 End Market Trends and Outlook Auto OEM expected to be flattish in H2 2025 a step up from declines in H1 due to gains on new model launches despite weak industry builds. Auto aftermarket remained challenged down mid-single digits as collision claims are down double digits year-to-date. Electronics demand to soften modestly in H2 after strong H1; consumer electronics segment remains pressured particularly in premium devices. Aerospace & defense electrical and general industrial sectors are expected to perform well in H2 aided by product"
@LongYield Avatar @LongYield on X 2025-07-20 16:18:17 UTC 4471 followers, XXX engagements

"$WBS Webster Financial Corporation Earnings Call Key Highlights: (2/2) 📈 Updated 2025 Outlook and NII Guidance Full-year 2025 net interest income guidance raised to $2.47B$2.5B on a non-FTE basis assuming two Fed rate cuts starting in September. Effective tax rate expected at 20%21% for FY25; XX% YTD due to discrete benefits with H2 normalizing to 21%. Management reiterated NIM guidance of XXXX% for the year with a likely exit run rate between 3.35%3.40%. Modest spread compression anticipated from increased high-quality lending elevated cash balances and long-term debt issuance all of which"
@LongYield Avatar @LongYield on X 2025-07-20 17:04:30 UTC 4477 followers, XXX engagements

"$NVS Novartis AG Earnings Call Key Highlights: (2/2) 🧪 Renal Portfolio Expansion and Innovation Fabhalta showed steady U.S. growth in IgAN and early C3G launch signs now approved in 30+ countries. Vanrafia launch progressing with strong HCP feedback due to favorable oral administration and lack of REMS; early access and enrollment targets exceeded. Zigakibart (anti-APRIL) 100-week Phase II data showed XX% proteinuria reduction stable eGFR and good safety. BEYOND Phase III readout expected H1 2026; potential third renal asset to address IgAN and related conditions. 🥜 Remibrutinib Shows"
@LongYield Avatar @LongYield on X 2025-07-20 17:02:26 UTC 4471 followers, XXX engagements

"$VZ Verizon Communications Inc. Earnings Call Key Highlights: 📶 Wireless Service Revenue and Growth Trajectory Verizon reported wireless service revenue of $XXXX billion in Q2 2025 reflecting a XXX% year-over-year increase and positioning the company at the top of the market. Consumer ARPU grew XXX% YoY driven by pricing actions increased fixed wireless access (FWA) adoption and revenue from adjacent services like perks. Wireless equipment revenue surged over XX% contributing to consolidated revenue of $XXXX billion a XXX% YoY increase. Verizon reiterated its disciplined strategy of pursuing"
@LongYield Avatar @LongYield on X 2025-07-21 21:02:51 UTC 4478 followers, XXX engagements

"$PNC The PNC Financial Services Group Inc. Earnings Call Key Highlights: 💰 Financial Performance and Capital Return PNC reported net income of $XXX billion for Q2 2025 or $XXXX per diluted share with XX% year-over-year PPNR growth and strong operating leverage. Total revenue increased X% sequentially while noninterest expense remained stable resulting in X% positive operating leverage. The bank returned $X billion in capital to shareholders during the quarter including $XXX million in common dividends and $XXX million in share repurchases. The Board approved a X% dividend increase raising"
@LongYield Avatar @LongYield on X 2025-07-18 21:41:20 UTC 4476 followers, XXX engagements

"$RTX RTX Corporation Earnings Call Key Highlights: (2/2) ✈ Segment Results: Collins Aerospace Collins posted Q2 sales of $XXX billion up X% organically with strong performance in commercial aftermarket (+13%) and defense (+11%); OE sales rose 1%. Aftermarket strength driven by XX% growth in mods and upgrades XX% in parts/repair and X% in provisioning; defense growth led by F-35 and SAOC programs. Adjusted operating profit rose $XXX million YoY to $XXX billion supported by favorable mix and R&D reductions despite tariff headwinds. Full-year outlook raised to high single-digit organic growth"
@LongYield Avatar @LongYield on X 2025-07-23 12:55:42 UTC 4477 followers, XXX engagements

"$HELE Helen of Troy Ltd Earnings Release ❌ Big Miss on Earnings: Q1 FY26 adjusted EPS of $XXXX missed both the consensus ($0.91) and Whisper number ($0.89) a XXXX% downside surprise 😬 📉 Revenue Drop: Net sales fell XXXX% YoY to $371.7M driven by XX% decline in organic sales and ongoing consumer softness especially in Beauty & Wellness 💣 Massive Impairment: GAAP net loss of $450.7M (or -$19.65/share) due to $414.4M in non-cash impairment charges across both segments 🔻 Margins Compressed: Adjusted operating margin fell to XXX% from XXXX% YoY; adjusted EBITDA margin dropped to XXX% from"
@LongYield Avatar @LongYield on X 2025-07-10 12:02:53 UTC 4471 followers, XXX engagements

"$SLB Schlumberger Limited Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Second quarter 2025 revenue rose X% sequentially to $XXX billion led by X% international growth; pretax segment operating margins expanded XX basis points to 18.5%. Adjusted EPS was $XXXX up $XXXX from Q1 but down $XXXX year-over-year; adjusted EBITDA margin reached XX% increasing XX basis points sequentially. Margins improved across X of X divisions led by Digital & Integration which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled"
@LongYield Avatar @LongYield on X 2025-07-20 16:27:23 UTC 4475 followers, XXX engagements

"$NVS Novartis AG Earnings Call Key Highlights: (1/2) 🌍 Strong Financial Performance Novartis reported XX% sales growth in constant currency and XX% growth in core operating income for Q2 2025. The core operating margin improved by XXX basis points to XXXX% and core EPS rose XX% to $XXXX. Free cash flow reached $XXX billion in Q2 a XX% increase YoY; H1 free cash flow totaled nearly $XX billion. Upgraded full-year 2025 core operating income guidance to low teens growth driven by robust brand performance and operational efficiencies. 📈 Kisqali's Accelerated Momentum Kisqali sales surged 64%"
@LongYield Avatar @LongYield on X 2025-07-20 17:01:57 UTC 4475 followers, XXX engagements

"$CAG Conagra Brands Inc. Earnings Call Key Highlights: (1/2) 📉 Fiscal 2026 Margin Outlook and Investment Strategy Conagra projects temporary margin compression in fiscal 2026 as it prioritizes volume growth in frozen and snacks despite continued inflation totaling X% (4% core + X% tariff-related). The strategy is driven by a need to protect long-term brand equity and restore positive volume momentum following multiple years of volume declines across the industry. Management emphasized this is not a structural reset but a transitional period with margin expansion expected in fiscal 2027"
@LongYield Avatar @LongYield on X 2025-07-11 13:28:27 UTC 4475 followers, XXX engagements

"$KMI Kinder Morgan Inc. Earnings Call Key Highlights: 🌍 Global Natural Gas Demand and U.S. LNG Export Advantage Global gas demand is projected to grow XX% by 2050 fueled by population and economic growth in Asia and Africa where LNG is the primary solution due to limited domestic resources. The U.S. has led global natural gas production for XX years and became the top LNG exporter in 2023 a position strengthened by global geopolitical tensions and supply security concerns. U.S. LNG feed gas demand is forecasted to rise by XXX Bcf/d in summer 2025 and more than double by 2030; Kinder Morgan"
@LongYield Avatar @LongYield on X 2025-07-20 17:22:29 UTC 4475 followers, XXX engagements

"$FITB Fifth Third Bancorp Earnings Call Key Highlights: (2/2) 🧾 Expense Management and Efficiency Initiatives Adjusted noninterest expense declined X% sequentially and rose X% YoY; excluding deferred comp adjustments expenses were up X% YoY. Ongoing cost discipline includes continued investment in technology branch builds and sales talent offset by efficiency programs. Value stream optimization and enhanced marketing capabilities are improving customer acquisition and deposit growth efficiency. Full-year adjusted noninterest expense is projected to rise X% to XXX% reflecting controlled"
@LongYield Avatar @LongYield on X 2025-07-20 16:59:42 UTC 4475 followers, XXX engagements

"$CLF Cleveland-Cliffs Inc. Earnings Call Key Highlights: (1/2) 📈 Q2 Financial Performance and Operational Efficiency Adjusted EBITDA improved by $XXX million sequentially driven by higher shipment volumes cost reductions and stronger pricing. Shipments reached XXX million tons up 150000 tons from Q1 enabling improved mill utilization and operational efficiency. Average selling price increased $XX per ton quarter-over-quarter to $1015 largely due to better index pricing offset partially by weaker slab and plate prices. Unit costs decreased $XX per ton in Q2 outperforming expectations with"
@LongYield Avatar @LongYield on X 2025-07-22 00:46:31 UTC 4476 followers, XXX engagements

"$DPZ Domino's Pizza Inc. Earnings Call Key Highlights: (2/2) 📦 Supply Chain Productivity and Sustainability Procurement efficiencies across food and non-food categories continued to support supply chain margins in Q2. Management noted that recent productivity gains are structural and built into the base though the pace of incremental gains may moderate going forward. Full-year supply chain margins expected to be slightly higher with second-half margins reflecting typical seasonal cost fluctuations such as higher utilities. Dominos emphasized ongoing cost management to preserve franchisee"
@LongYield Avatar @LongYield on X 2025-07-21 22:38:06 UTC 4477 followers, XXX engagements

"$SIFY Sify Technologies Limited Earnings Call Key Highlights: (2/2) 📊 Segment-Level EBITDA Performance and Consolidated Margin Outlook Data Center EBITDA margin stood at approximately XX% Network Services at XX% while Digital IT Services remained negative due to early-stage investments. Consolidated EBITDA margin for the quarter was around XX% in line with recent quarters reflecting mixed contributions across the three segments. Management reaffirmed long-term aspiration to improve group-level EBITDA margin toward XX% driven by operating leverage and digital services turnaround. Expected"
@LongYield Avatar @LongYield on X 2025-07-20 16:44:20 UTC 4476 followers, XXX engagements

"$SFNC Simmons First National Corporation Earnings Call Key Highlights: (1/2) 💵 Net Interest Income and Margin Expansion Net interest margin (NIM) reached XXXX% during Q2 2025 exceeding expectations and surpassing internal performance benchmarks earlier than anticipated. NIM expansion primarily driven by asset-side repricing particularly from lower-yielding fixed-rate loans maturing and being replaced with higher-yielding variable-rate production. Approximately XX% of loan production in the quarter was variable-rate continuing a trend of mix shift favoring rate-sensitive assets. Management"
@LongYield Avatar @LongYield on X 2025-07-20 16:46:53 UTC 4475 followers, XXX engagements

"$AMPH Amphastar Pharmaceuticals Inc. Earnings Call Key Highlights: Financial Results: Third-quarter revenue increased by XX% year-over-year to $XXXXX million. The increase was driven by the addition of BAQSIMI and strong performance of core products like glucagon Primatene Mist and epinephrine. Net income surged over XXX% to $XXXX million or $XXXX per share. Adjusted net income rose significantly to $XXXX million or $XXXX per share. The company generated $XXXX million in cash flow from operations. Operational Updates: Amphastar Pharmaceuticals is focusing on maintaining momentum in"
@LongYield Avatar @LongYield on X 2023-11-10 00:45:40 UTC 4476 followers, XXX engagements

"$NU Nu Holdings Ltd. Earnings Call Key Highlights: 📊 Robust Customer Growth Across Core Markets Total customer base rose by XXX million in Q1 2025 reaching XXX million: 105M in Brazil 11M in Mexico and 3M in Colombia. Activity ratio held above XX% with nearly XXX million monthly active users signifying deep customer engagement. In Brazil XX% of adults are Nu customers with XX% using Nu as their primary bank. However Nu captures just X% of gross profit market share indicating vast monetization potential. Mexico customer base grew XX% YoY with deposits exceeding $5B and revenue nearing $245M"
@LongYield Avatar @LongYield on X 2025-05-26 18:41:57 UTC 4473 followers, XXX engagements

"$HELE Helen of Troy Limited Earnings Call Key Highlights: 📉 Q1 FY26 Financial Results and Tariff Impact Net sales declined XXXX% year-over-year with approximately X percentage points of the decline attributed to tariff-related disruptions including direct import cancellations pull-forward activity and China market softness. Gross margin contracted XXX bps to XXXX% due to trade down behavior increased trade spend and a less favorable brand mix partially offset by lower commodity and product costs. Adjusted operating margin fell XXX bps to XXX% pressured by incremental growth investments"
@LongYield Avatar @LongYield on X 2025-07-11 16:51:55 UTC 4471 followers, XXX engagements

"@stanleybarbowl @Jim_Jordan @seanhannity nobody watches linear TV"
@LongYield Avatar @LongYield on X 2025-07-22 13:48:56 UTC 4472 followers, XX engagements

"$TFC Truist Financial Corporation Earnings Call Key Highlights: (2/2) 📉 Credit Quality and Loan Loss Provisions Net charge-offs declined by X basis points to XX bps; consumer net charge-offs reached their lowest level since Q3 2023. Allowance for loan and lease losses (ALLL) declined X basis points to XXXX% driven by improved outlooks in CRE office and multifamily segments. Nonperforming loans declined X basis points sequentially to XXXX% of total loans supported by reductions in CRE and C&I nonaccruals. Provision exceeded charge-offs by $XX million but overall credit trends remained stable;"
@LongYield Avatar @LongYield on X 2025-07-20 16:36:40 UTC 4477 followers, XXX engagements

"$SFNC Simmons First National Corporation Earnings Call Key Highlights: (2/2) 👔 Talent Investment and Strategic Hiring Initiatives Management underscored its ongoing commitment to recruiting top talent across business lines enabled by cost savings and process automation investments. Strong track record of successful hiring and integration across front office operations and technology roles has supported growth and customer service improvements. M&A-related market disruption in Simmons footprint (particularly Texas and Nashville) has created opportunities to attract both talent and customer"
@LongYield Avatar @LongYield on X 2025-07-20 16:47:12 UTC 4477 followers, XXX engagements

"$INDB Independent Bank Corp. Earnings Call Key Highlights: (2/2) 📈 Net Interest Margin and Balance Sheet Management Core NIM improved to XXXX% beating guidance due to enhanced asset repricing and X basis points of benefit from reduced deposit costs. Asset repricing particularly on the loan portfolio contributed to margin expansion while excess liquidity was deployed toward FHLB borrowing reduction. Paid down $XXX million of XXXX% FHLB debt on April XX lowering funding costs and supporting further NIM improvement. Spot margin for June reported at 3.40%; Q3 margin projected in the mid-3.60%"
@LongYield Avatar @LongYield on X 2025-07-20 16:43:05 UTC 4477 followers, XXX engagements

"$RF Regions Financial Corporation Earnings Call Key Highlights: (2/2) 📈 Diversified and Growing Fee Revenue Adjusted noninterest income rose X% sequentially driven by mortgage card/ATM and another record quarter in wealth management. Treasury management revenue grew X% year-to-date with client count up XX% driven by expansion in small business sectors. Capital markets income (ex-CVA) increased X% led by M&A advisory and real estate capital markets; Q3 guidance is $85M$95M. Wealth management posted record fee income with an 8%+ CAGR since 2018; named best in trust services and wealth planning"
@LongYield Avatar @LongYield on X 2025-07-20 16:32:09 UTC 4475 followers, XXX engagements

"$JPM JPMorgan Chase & Co. Earnings Call Key Highlights: (2/2) 🏛 Corporate Segment Performance and Tax Impact: 💰 Corporate segment net income of $XXX billion included a substantial income tax benefit of $XXX million which positively impacted overall earnings this quarter. 📉 Revenue was $XXX billion with NII down by $XXX million year-on-year partially offset by increased non-interest revenue (excluding prior-year Visa gains). 🧾 Expenses in the Corporate segment were down slightly reflecting cost discipline excluding prior-year foundation contributions. 📅 Full-Year Financial Outlook: 📌"
@LongYield Avatar @LongYield on X 2025-07-15 22:35:47 UTC 4472 followers, XXX engagements

"$OZK Bank OZK Earnings Call Key Highlights: (1/2) 🏦 Loan Growth and Business Expansion Bank OZK reported strong loan growth of XXXX% (non-annualized) in the first half of 2025 exceeding prior full-year guidance of high single-digit growth. The bank raised its full-year loan growth guidance to 11%13% reflecting continued momentum across multiple business lines particularly in Corporate and Institutional Banking (CIB). Anticipated loan paydowns especially within the RESG portfolio are expected to moderate growth in the second half with $XXXX billion in repayments recorded by mid-July. Branch"
@LongYield Avatar @LongYield on X 2025-07-20 16:15:36 UTC 4476 followers, XXX engagements

"TSMC just crushed Q2 earnings with $30B revenue & XX% YOY growth forecast powered by AI demand Dive into my in-depth analysis: What it means for investors the chip industry & global tech trends. #TSMC #AI #Semiconductors #Investing"
@LongYield Avatar @LongYield on X 2025-07-18 01:08:47 UTC 4471 followers, XXX engagements

"$SIFY Sify Technologies Limited Earnings Call Key Highlights: (1/2) 💼 Business Segment Revenue Breakdown Q1 FY2026 revenue totaled INR 10723 million a XX% year-over-year increase with contributions from Network Services (41%) Data Center Colocation (37%) and Digital IT Services (22%). EBITDA for the quarter was INR 2111 million up XX% YoY with margin pressure from planned investments in manpower and infrastructure. Loss before tax stood at INR XXX million and loss after tax at INR XXX million reflecting higher depreciation and interest costs associated with growth-oriented capex. Capex for"
@LongYield Avatar @LongYield on X 2025-07-20 16:44:09 UTC 4478 followers, XXX engagements

"$ELV Elevance Health Inc. Earnings Call Key Highlights: 📉 Full-Year Guidance Revision Elevance reduced its FY2025 adjusted EPS guidance to approximately $XX reflecting persistent elevated medical cost trends in ACA and slower-than-expected rate recovery in Medicaid. Management emphasized that this guidance reset does not anticipate a near-term recovery but rather incorporates prevailing conditions with a focus on transparency and execution. The decision follows similar adjustments by industry peers driven by elevated morbidity in ACA markets and increased utilization in Medicaid. Despite the"
@LongYield Avatar @LongYield on X 2025-07-20 17:19:12 UTC 4477 followers, XXX engagements

"$CFG Citizens Financial Group Inc. Earnings Call Key Highlights: 🌟 Strong Quarterly Financial Performance Citizens reported second-quarter 2025 EPS of $XXXX a XX% increase from Q1 exceeding expectations amid macroeconomic uncertainty. Net interest income (NII) rose XXX% sequentially driven by a X basis point net interest margin (NIM) expansion to XXXX% and modest growth in interest-earning assets. Fee income increased XX% quarter-over-quarter led by strength in wealth management card and mortgage services. Operating expenses remained broadly stable supporting XXX basis points of operating"
@LongYield Avatar @LongYield on X 2025-07-20 17:09:02 UTC 4477 followers, XXX engagements

"$ALV Autoliv Inc. Earnings Call Key Highlights: (1/2) 🚗 Record Sales and Earnings Performance Achieved highest second-quarter net sales in company history at over $XXX billion representing a X% year-over-year increase driven by strong outperformance across several regions. Adjusted operating income rose to $XXX million up XX% from $XXX million last year and adjusted operating margin improved by XX basis points to 9.3%. Record Q2 diluted EPS; earnings per share growth over the past five years has more than tripled supported by net profit expansion and share count reduction. Strong cash flow"
@LongYield Avatar @LongYield on X 2025-07-20 16:38:14 UTC 4471 followers, XXX engagements

"1/ #Russian economy has been impacted by many sanctions over the past few months. Yet their top XX companies by market cap are really important for the global economy. Energy is the clear leader in the Russian economy. Without energy nothing happens as the #EU is finding out"
@LongYield Avatar @LongYield on X 2022-09-26 13:21:02 UTC 4477 followers, XX engagements

"$WIT Wipro Limited Earnings Call Key Highlights: (1/2) 🌐 Macroeconomic Environment & Sector Outlook The global environment in FY '25 was marked by deep uncertainty with economic headwinds shifting tariff regimes and geopolitical instability especially impacting discretionary spending in sectors like manufacturing and consumer. Despite this client demand for technology-led reinvention and AI-powered solutions remained resilient with companies turning to AI to drive velocity efficiency and sustained business value. Management highlighted growing client preference for cost consolidation and"
@LongYield Avatar @LongYield on X 2025-07-18 21:49:30 UTC 4475 followers, XXX engagements

"$NXPI NXP Semiconductors N.V. Earnings Call Key Highlights: (1/2) 📉 Q2 Financial Performance Overview NXP reported Q2 2025 revenue of $XXXX billion down X% YoY but $XX million above guidance midpoint reflecting better-than-expected end-market demand. Non-GAAP gross margin was XXXX% a decline of XXX basis points YoY but XX basis points above midpoint guidance aided by favorable manufacturing costs and higher revenue. Non-GAAP operating margin was XX% down XXX basis points YoY but XX basis points above expectations; operating expenses decreased $XX million YoY to $XXX million. Non-GAAP EPS was"
@LongYield Avatar @LongYield on X 2025-07-23 12:20:02 UTC 4476 followers, XXX engagements

"$SLB Schlumberger Limited Earnings Call Key Highlights: (2/2) 📈 Second Half 2025 Outlook H2 revenue projected between $XXXX billion and $XXXX billion reflecting X months of ChampionX contribution and stable legacy SLB revenue. Growth to be back-end loaded with Q4 revenues expected to be high single digits above Q3 due to full quarter of ChampionX and seasonal digital/product sales. Adjusted EBITDA margins forecasted to remain flat relative to Q2 reflecting tariff impacts of 2040 basis points; margins would otherwise have expanded by that amount. On a like-for-like basis (including full"
@LongYield Avatar @LongYield on X 2025-07-20 16:27:37 UTC 4477 followers, XXX engagements

"$SNA Snap-on Incorporated Earnings Call Key Highlights: 📈 Quarterly Financial Performance Q2 2025 net sales were $XXXXXX billion flat year-over-year with a XXX% organic sales decline offset by $XXX million in favorable currency translation. Operating income before financial services was $XXXXX million down XXX% impacted by the absence of a $XXXX million nonrecurring legal gain recorded in Q2 2024. EPS declined to $XXXX from $XXXX with $XXXX in headwinds related to pension amortization and the prior year legal gain. Gross margin remained strong at XXXX% down just XX bps despite XX bps in"
@LongYield Avatar @LongYield on X 2025-07-20 17:16:43 UTC 4477 followers, XXX engagements

"$CLF Cleveland-Cliffs Inc. Earnings Call Key Highlights: (2/2) 🔄 Free Cash Flow Outlook and Working Capital Management Q2 cash outflow of $XX million was offset by significant working capital release particularly from raw materials like iron ore and coke. Management anticipates continued working capital reductions in H2 2025 supporting positive free cash flow generation. The company has historically averaged over $X billion in annual free cash flow post-transformation and aims to return to that trajectory. Volume-driven cash generation is prioritized over pricing leveraging Cliffs integrated"
@LongYield Avatar @LongYield on X 2025-07-22 00:46:49 UTC 4473 followers, XXX engagements

"$PHM PulteGroup Inc. Earnings Call Key Highlights: (1/2) 🏘 Q2 2025 Financial Performance and Margins PulteGroup delivered home sale revenues of $XXX billion down X% YoY with closings down X% to 7639 homes; however average selling price increased X% to $559000. Reported gross margin for the quarter was XXXX% at the high end of guidance benefiting from favorable product and geographic mix despite higher incentives. Net income totaled $XXX million or $XXXX per share down from $XXXX in Q2 2024 which included a $XXXX benefit from insurance and tax resolutions. SG&A expenses were $XXX million or"
@LongYield Avatar @LongYield on X 2025-07-23 12:59:03 UTC 4477 followers, XXX engagements

"$CCI Crown Castle Inc. Earnings Call Key Highlights: 📈 Strong Q2 Results and Upgraded 2025 Guidance Crown Castle raised its full-year 2025 outlook reflecting improved operating efficiency and stronger-than-expected leasing and services activity. Q2 organic tower growth reached XXX% YoY (excluding Sprint churn) driven by higher leasing from all major wireless customers across its footprint. Adjusted EBITDA rose by $XX million and AFFO by $XX million versus prior guidance helped by $X million in services growth and a $XX million YoY SG&A reduction. Despite a $XX million headwind from Sprint"
@LongYield Avatar @LongYield on X 2025-07-23 23:09:00 UTC 4478 followers, XX engagements

"$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (1/2) 💰 Strong Core Operating Performance Huntington reported robust loan and deposit growth with each category increasing by nearly $XX billion year-over-year underscoring the strength of the core franchise. Adjusted EPS rose XX% from the prior year excluding securities repositioning and a notable item; reported EPS was $XXXX. Return on tangible common equity (ROTCE) reached XXXX% and on an adjusted basis XXXX% supported by tangible book value growth of XX% year-over-year. Positive operating leverage was achieved"
@LongYield Avatar @LongYield on X 2025-07-20 16:29:30 UTC 4480 followers, XXX engagements

"$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (1/2) 📉 Q2 2025 Financial Performance and Charges Lockheed Martin reported Q2 sales of $XXXX billion flat YoY with solid growth in MFC and Aeronautics offset by major charges at RMS and Aeronautics. The company recorded $XXX billion in total losses including $XXX billion in segment operating charges across three legacy programs and a tax-related reserve. GAAP EPS was $XXXX down sharply due to charges; excluding one-time items EPS was reduced by $XXXX. Free cash flow was negative $XXX million impacted by the delayed F-35 Lot 1819"
@LongYield Avatar @LongYield on X 2025-07-23 12:53:00 UTC 4477 followers, XXX engagements

"$MMC Marsh & McLennan Companies Inc. Earnings Call Key Highlights: 📊 Robust Revenue and Earnings Growth Marsh & McLennan delivered strong Q2 2025 performance with consolidated revenue rising XX% to $XXX billion and underlying growth of 4%. Adjusted operating income increased XX% year-over-year to $XXX billion and adjusted EPS rose XX% to $XXXX. Operating margin improved by XX basis points to XXXX% and the company continues to expect mid-single-digit revenue growth for full-year 2025. A XX% increase in the quarterly dividend to $XXXX was announced and $XXX million in share repurchases were"
@LongYield Avatar @LongYield on X 2025-07-20 17:15:09 UTC 4475 followers, XXX engagements

"$AXP American Express Company Earnings Call Key Highlights: (2/2) 💼 Expense Management & Operating Leverage Variable Customer Engagement (VCE) expenses grew faster than revenue in Q2 in line with expectations due to the premium mix and marketing investments. Operating expenses (excluding Accertify) rose X% YoY driven primarily by investments in enterprise risk management and technology as the business scales. Despite the higher OpEx AXP delivered four points of operating leverage since 2023 with OpEx as a percentage of revenue improving from XX% to 21%. Marketing spend grew in the mid-single"
@LongYield Avatar @LongYield on X 2025-07-18 21:53:32 UTC 4476 followers, XXX engagements