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@LongYield
"13/20 Competitive moats: deep integration across enterprise workflows broad product suite (ITSM HR Customer & Creator) and high switching costs. Customers rely on $NOW as a system of action boosting retention and crosssell"
@LongYield on X 2025-07-25 22:37:30 UTC 4490 followers, XX engagements
"9/20 🌐 International P&C Constant FX premium growth: +10% Commercial: +7% Consumer: +15% Asia: +12.5% Europe: +8% LatAm: +17% Consumer + digital channels driving international acceleration. $CB" @LongYield on X 2025-07-28 13:23:21 UTC 4480 followers, XX engagements
"16/20 Deal momentum: $NOW booked XX net new ACV deals $1M and X $5M in Q1 highlighting enterprise traction. Larger commitments reflect customers confidence in scaling on ServiceNows platform" @LongYield on X 2025-07-25 22:38:08 UTC 4481 followers, XX engagements
"$BAH Booz Allen Hamilton Holding Corporation Earnings Call Key Highlights: (1/2) 📊 First quarter fiscal 2026 performance aligned with expectations reflecting a transitional period driven by ongoing presidential administration changes and government agency realignments; short-term funding delays persist but demand indicators and contract wins signal an improving environment. 📚 Record quarterly book-to-bill of 1.42x and an all-time Q1 backlog of $XX billion underscore strong sales momentum; trailing 12-month book-to-bill reached 1.31x with a robust $XX billion proposal pipeline positioning" @LongYield on X 2025-07-29 12:26:25 UTC 4483 followers, XXX engagements
"$LUV Southwest Airlines Co. Earnings Call Key Highlights: 🛫 Transformation Plan Execution and Strategic Product Evolution Southwest is executing the largest transformation in its history introducing major changes such as checked bag fees a basic economy product flight credit expiration and 24-hour operations with red-eye flights. Beginning July XX the airline will sell assigned and premium seating for flights starting January XX 2026signaling a shift in product segmentation. Approximately XX% of the fleet has already been retrofitted for extra legroom seating; customer notifications and" @LongYield on X 2025-07-24 22:40:46 UTC 4481 followers, XXX engagements
"18/20 🔁 Reinsurance Discipline Reinsurance premiums lower YoY Walked away from property trades that didnt meet return hurdles Chubb is happy to be patient and price-focused. $CB" @LongYield on X 2025-07-28 13:25:06 UTC 4481 followers, XX engagements
"$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 on X 2025-07-18 22:03:56 UTC 4483 followers, XXX engagements
"🚀 $IBM Q2'24: Revenue $15.8B (+4% CC) 💾 Software +8%; margin +220bps 💹 Free cash flow $4.5B H1 raised FY target to $12B 💰" @LongYield on X 2025-07-25 21:49:12 UTC 4488 followers, XXX engagements
"📱 $TMUS Q2'25: Record postpaid phone net adds; total postpaid net adds up double digits 💥 Postpaid service revenue +9%; total service revenue +6% vs competitors Adjusted core EBITDA +6% & free cash flow $4.6B" @LongYield on X 2025-07-25 22:05:54 UTC 4481 followers, XXX engagements
"12/20 📊 ROE Metrics Core op ROE: XXXX% Core op ROE on tangible equity: XX% Chubb continues to deliver industry-leading returns. $CB" @LongYield on X 2025-07-28 13:23:53 UTC 4480 followers, XX engagements
"4/20 💰 Investment Income Adj. Net Inv Income: $1.69B (+8%) New money yield: XXX% Fixed income yield: XXX% Q3 guidance: $1.72$1.74B Strong cash flows ($3.2B) fueling future growth. $CB" @LongYield on X 2025-07-28 13:20:42 UTC 4480 followers, XX engagements
"8/20 Net income rose XX % to $XXXX B and diluted EPS climbed XX % to $XXXX. Alphabet returned cash via buybacks and ended the quarter with a fortress balance sheet ($100 B+ in cash & marketable securities). $GOOGL" @LongYield on X 2025-07-25 20:09:07 UTC 4488 followers, XX engagements
"$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 $XXXX EPS demonstrating resilience across multiple market backdrops. Efficiency ratio for the first half stood at XX% reflecting disciplined expense management cost-saving from real estate exits and productivity gains through technology investments. Capital strength remained robust with a CET1 ratio of XX% over 200" @LongYield on X 2025-07-18 21:38:48 UTC 4478 followers, XXX engagements
"$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 on X 2025-07-20 16:18:17 UTC 4488 followers, XXX engagements
"6/20 North America P&C P&C premium growth: +5.3% Personal: +9.1% Commercial: +4.1% Middle Market: +8.4% Small Commercial: +10% Chubb is gaining traction in middle market & small biz. $CB" @LongYield on X 2025-07-28 13:21:06 UTC 4481 followers, XX engagements
"$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 $XX per ton in Q2 outperforming expectations with" @LongYield on X 2025-07-22 00:46:31 UTC 4478 followers, XXX engagements
"$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 $245M" @LongYield on X 2025-05-26 18:41:57 UTC 4481 followers, XXX engagements
"$NFLX Netflix Inc. Earnings Call Key Highlights: 📈 Revenue and Operating Margin Performance Netflix raised its full-year 2025 revenue guidance to $44.8$45.2 billion up $X billion at the midpoint from the prior forecast largely due to FX tailwinds but also underpinned by stronger-than-expected member growth and rising ad revenue. Operating margin guidance was increased to XX% (reported) and XXXX% FX-neutral reflecting higher revenue with largely unchanged operating expenses. Despite a XXXX% margin forecast for Q3 full-year margin remains guided at XX% due to a timing-based expense ramp in" @LongYield on X 2025-07-18 21:24:37 UTC 4481 followers, XXX engagements
"20/20 Conclusion: AAs Q2 results show a tale of two worldsresilient premium & loyalty income vs soft domestic leisure. With high leverage execution on cost control and premium strategy is critical. Worth watching as a turnaround play. #conclusion #AAL" @LongYield on X 2025-07-25 19:45:26 UTC 4489 followers, XXX engagements
"10/20 Valuation check: LTM net debt/EBITDA 0x forward 2yr revenue CAGR XX% NTM EV/Revenue 9x EV/EBITDA 33x P/E 57x. $NOW isnt cheap but investors pay up for durable growth and expanding margins" @LongYield on X 2025-07-25 22:36:45 UTC 4490 followers, XX engagements
"20/20 📣 $CB Chubb delivered: ✔ Record EPS & underwriting ✔ Global premium growth ✔ Higher investment income ✔ Balanced capital returns ✔ Discipline in soft spots Diversified deliberate and delivering. Follow for more insurance insights 👇 #Insurance #Earnings #Finance" @LongYield on X 2025-07-28 13:25:25 UTC 4483 followers, XXX engagements
"CNX Resources Q225: operating EPS $XXXX (beat consensus); revenue $450M (+30% y/y); avg selling price $2.68/Mcfe; production XXXXX Bcfe. Repurchased 3.7M shares; FCF $188M. Guides FY25 capex $450500M production 615620 Bcfe & FCF $575M" @LongYield on X 2025-07-25 19:50:00 UTC 4481 followers, XXX engagements
"$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 $5.3" @LongYield on X 2025-07-23 22:55:37 UTC 4481 followers, XXX engagements
"$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 $XXXXX million the highest level since the firm began its strategic transformation. 🏦 Loan Growth" @LongYield on X 2025-07-20 16:54:47 UTC 4481 followers, XXX engagements
"$PG Procter & Gamble Earnings Release 📈 Q4 2025 Results Net sales $20.9B (+2% YoY) organic sales +2%; diluted EPS $XXXX (+17% YoY) core EPS $XXXX (+6% YoY). 📊 FY 2025 Results Net sales $84.3B (flat YoY) organic sales +2%; diluted EPS $XXXX (+8% YoY) core EPS $XXXX (+4% YoY). 💰 Cash Flow & Shareholder Returns FY operating cash flow $17.8B adjusted free cash flow productivity 87%; returned $16.4B to shareholders ($9.9B dividends $6.5B buybacks). 🏭 Segment Trends (Q4 Organic Sales) Beauty +1% Grooming +1% Health Care +2% Fabric & Home Care +1% Baby/Feminine/Family Care +1%. ⚙ Margins & Costs" @LongYield on X 2025-07-29 12:15:11 UTC 4483 followers, XXX engagements
"11/20 💼 Capital & Shareholder Returns New $5B repurchase program Q2: $1.1B returned Buybacks: $676M Dividends: $388M BVPS: +6.1% QoQ Tangible BVPS: +8% QoQ Balanced capital deployment & strong return on equity. $CB" @LongYield on X 2025-07-28 13:23:38 UTC 4481 followers, XX engagements
"Darling Ingredients Q225: GAAP net income $12.7M ($0.08/sh) vs $78.9M yr-ago; net sales $1.5B; combined adj EBITDA $249.5M. Refinanced long-term debt & signed term sheet for Nextida collagen/gelatin JV. CEO expects renewables demand & regulation to support growth" @LongYield on X 2025-07-25 19:55:13 UTC 4481 followers, XXX engagements
"4/20 Other Bets revenue was $XXX M (+2 %) still immaterial. Loss widened to $XXXX B as projects like Waymo and Verily invest for the long term. $GOOGL" @LongYield on X 2025-07-25 20:08:12 UTC 4481 followers, XX engagements
"18/20 Valuation: At $XXX per share (7/25/25) Tesla trades at XX 2025 EPS and XX EV/EBITDA. Bulls argue optionality in AI & energy justify the premium; bears worry about eroding margins and cash burn. $TSLA" @LongYield on X 2025-07-25 20:06:25 UTC 4489 followers, XX engagements
"🔮 Guidance & deals: Raised postpaid net add guidance to 6.16.4M; phone net adds 2.953.1M Core adjusted EBITDA guidance $33.3$33.7B; free cash flow $17.618B Selling XXX MHz spectrum to Grain for $2.9B plus XXX MHz spectrum" @LongYield on X 2025-07-25 22:08:42 UTC 4489 followers, XXX engagements
"3/20 🧾 Underwriting Strength Underwriting income: $1.6B (+15%) Core loss ratio (ex cats): XXXX% Cat losses: $630M Chubb is walking away from underpriced business and staying disciplined especially in property. $CB" @LongYield on X 2025-07-28 13:20:31 UTC 4480 followers, XX engagements
"7/20 For Q2 $NOW guides subscription revenue $3.03B$3.035B (+1919.5% YoY) and current RPO growth 19.5%. They expect a XX% nonGAAP operating margin. Solid momentum even as macro headwinds persist" @LongYield on X 2025-07-25 22:36:14 UTC 4489 followers, XX engagements
"$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 $1.09; full-year diluted EPS" @LongYield on X 2025-07-18 22:02:31 UTC 4481 followers, XXX engagements
"$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 on X 2025-07-20 17:04:30 UTC 4480 followers, XXX engagements
"3/20 🚘 New Vehicle Sales +8% YoY (same-store) +5% QoQ Domestic segment led growth (+19% YoY) New vehicle profitability: $2785/unit Inventory: 41K units (49 days supply) Tariff-related buying pulled forward some Q2 demand" @LongYield on X 2025-07-28 13:08:45 UTC 4481 followers, XX engagements
"$STM STMicroelectronics N.V. Earnings Call Key Highlights: 💰 Q2 2025 Financial Results and Profitability Trends Q2 revenue reached $XXXX billion exceeding the midpoint of guidance by $XX million with strong contributions from Personal Electronics and Industrial offsetting slight weakness in Automotive. Gross margin stood at XXXX% in line with guidance but declined XXX basis points year-over-year due to unfavorable product mix reduced manufacturing efficiency and higher unused capacity charges. Adjusted operating margin was XXX% excluding $XXX million in nonrecurring charges related to" @LongYield on X 2025-07-24 22:50:38 UTC 4481 followers, XXX engagements
"8/20 Management continues to push innovation: generative AI and platform offerings like Now Assist drive customer adoption. With XX net new ACV deals $1M and X $5M $NOW is winning larger enterprise contracts" @LongYield on X 2025-07-25 22:36:24 UTC 4489 followers, XX engagements
"9/20 $NOWs operating margin reached XX% XXX bps above guidance while free cash flow margin hit a record 48%. Such profitability alongside XX% constantcurrency subscription growth highlights the power of operating leverage at scale" @LongYield on X 2025-07-25 22:36:35 UTC 4490 followers, XX engagements
"$HCA HCA Healthcare Inc. Earnings Call Key Highlights: (2/2) 🌪 Hurricane-affected facilities have recovered better than expected contributing $XXX million of the earnings guidance raise though a few markets remain below expectations; the diversified portfolio of XX U.S. markets allows for ongoing resilience and agility in performance management. 🛡 Financial resiliency programs are being executed to offset headwinds from federal policy changes and potential expiration of enhanced premium tax credits (EPTCs) focusing on benchmarking operational improvement automation digital transformation" @LongYield on X 2025-07-29 12:24:34 UTC 4483 followers, XXX engagements
"$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 $XX million headwind from Sprint" @LongYield on X 2025-07-23 23:09:00 UTC 4483 followers, XXX engagements
"$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 on X 2025-07-20 16:29:30 UTC 4481 followers, XXX engagements
"🏥 $MOH Q2'25: Premium revenue $10.9B; consolidated MCR XXXX% Adjusted EPS $5.48; pretax margin XXX% Medicaid MCR 91.3%; marketplace MCR 85.4%" @LongYield on X 2025-07-25 22:02:58 UTC 4481 followers, XXX engagements
"5/20 $NOWs remaining performance obligations (RPO) reached $22.1B (+25.5% cc) while current RPO hit $10.31B (+22%). A widening backlog provides strong forward visibility. Government deals grew XX% expanding into new verticals" @LongYield on X 2025-07-25 22:35:54 UTC 4489 followers, XX engagements
"$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 on X 2025-07-23 13:22:15 UTC 4481 followers, XXX engagements
"7/20 🏦 AutoNation Finance (ANF) Loan originations: $464M in Q2 / $924M YTD Interest income: $48.6M (+80% YoY) Delinquency: XXX% ( from 3.8%) Avg. FICO score: XXX ANFs profitability and credit quality are improving fast. $AN" @LongYield on X 2025-07-28 13:09:27 UTC 4481 followers, XX engagements
"$NEM Newmont Corporation Earnings Call Key Highlights: (2/2) 🏦 Balance Sheet Strength and Liquidity Ended Q2 with $XXX billion in cash well above the $X billion internal target. Total debt reduced to $XXX billion surpassing the companys target of staying under $X billion. $XXX million of cash includes proceeds from divestment-related equity sales. Additional contingent and deferred payments expected: $XXX million from Discovery Silver (paid over X years starting 2027) and $XXX million in deferred payments from Greatland Gold. Continued evaluation of debt reduction opportunities to enhance" @LongYield on X 2025-07-25 12:22:03 UTC 4481 followers, XXX engagements
"17/20 📦 E&S Lines Growth: +5.6% Property down but casualty & construction up Still seeing solid growth outside of property. $CB" @LongYield on X 2025-07-28 13:24:56 UTC 4480 followers, XX engagements
"19/20 Relative to legacy automakers Tesla still boasts the best operating margin and a fortress balance sheet. But compared with tech peers profitability and growth look modest. Execution will determine which peer group investors focus on. $TSLA" @LongYield on X 2025-07-25 20:06:33 UTC 4488 followers, XX engagements
"🎲 $LVS Q2'25: Marina Bay Sands delivered record EBITDA $768M with XXXX% margin 🏨 Macau operations generated $566M EBITDA; Londoner margin XXXX% Venetian XXXX% Plaza/Four Seasons XX% Macau GGR XX% of Q219 & XX% above last year; premium mass & tourism strong" @LongYield on X 2025-07-25 23:04:33 UTC 4488 followers, XXX engagements
"12/20 $NOWs free cash flow margin of XX% (Q1) translates to $1.5B+ of trailing FCF. With capex light at X% of revenue cash conversion is strong. This allows for continued investment in R&D and AI capabilities" @LongYield on X 2025-07-25 22:37:14 UTC 4490 followers, XX engagements
"15/20 Financial health: negative net debt robust cash reserves and strong FCF mean $NOW can weather downturns and seize opportunities. Debtfree balance sheet also reduces risk as rates remain elevated" @LongYield on X 2025-07-25 22:37:56 UTC 4488 followers, XX engagements
"5/20 🌎 Diversified Global Growth Global P&C premiums (ex-Ag): +6.4% constant currency Commercial: +4.2% Consumer: +11.9% Life: +17.5% Premium growth is broad-based across regions & segments. $CB" @LongYield on X 2025-07-28 13:20:55 UTC 4481 followers, XX engagements
"6/20 Cash & liquidity: Free cash flow $2.5B in H1; operating cash flow $3.4B; capex $1.3B. Cash & short-term investments $8.6B with total liquidity $12B. Solid runway for fleet & debt commitments. #cashflow #AAL" @LongYield on X 2025-07-25 19:41:39 UTC 4488 followers, XX engagements
"$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 on X 2025-07-20 17:21:17 UTC 4481 followers, XXX engagements
"17/20 Leadership at $NOW: CEO Bill McDermott champions an endtoend platform for digital workflows while CFO Gina Mastantuono steers balanced growth & profitability. Their execution drives consistent beats and guidance raises" @LongYield on X 2025-07-25 22:38:23 UTC 4481 followers, XX engagements
"$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 on X 2025-07-20 17:01:57 UTC 4481 followers, XXX engagements
"1/20 🚗 Tesla's Q2 2025 results underscore a transitional phase: revenue down margins squeezed and free cash flow light as the EV pioneer invests heavily in AI & robotaxi ambitions. Let's unpack the numbers. $TSLA" @LongYield on X 2025-07-25 19:53:38 UTC 4481 followers, XXX engagements
"$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 on X 2025-07-20 17:09:02 UTC 4483 followers, XXX engagements
"1/20 📱 Alphabet delivered a standout Q2 2025: revenue up XX % to $XXXX B operating income up XX % net income up XX %. AIdriven momentum across Search YouTube Cloud and subscriptions powered the quarter. $GOOGL" @LongYield on X 2025-07-25 20:07:06 UTC 4481 followers, XXX engagements
"$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 $XXXX in headwinds related to pension amortization and the prior year legal gain. Gross margin remained strong at XXXX% down just XX bps despite XX bps in" @LongYield on X 2025-07-20 17:16:43 UTC 4480 followers, XXX engagements
"$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 $30B operations are expected to unlock synergies in logistics sales and" @LongYield on X 2025-07-18 21:31:04 UTC 4483 followers, 1052 engagements
"$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 on X 2025-07-21 22:37:49 UTC 4481 followers, XXX engagements
"15/20 🌀 Cat Exposure & FEMA Q2 cat losses: $630M Minimal FEMA impact on high-net-worth biz Chubb supports limited FEMA reform but sees no major impact to their private flood exposure. $CB" @LongYield on X 2025-07-28 13:24:31 UTC 4480 followers, XX engagements
"$SOFI SoFi Technologies Inc. Earnings Release 📈 Record Revenue Growth GAAP net revenue hit $854.9M (+43% YoY) while adjusted net revenue reached a record $858.2M (+44% YoY). 💰 Profitability Strengthens GAAP net income jumped to $97.3M (EPS $0.08) from $17.4M a year ago marking the 7th straight profitable quarter. Adjusted EBITDA climbed XX% to a record $249.1M (29% margin). 🧾 Fee-Based Revenue Surge Fee-based revenue hit a record $377.5M (+72% YoY) powered by the Loan Platform Business with $2.4B in originations for third parties. 👥 Member & Product Records Added 850K new members (total" @LongYield on X 2025-07-29 12:04:05 UTC 4483 followers, XXX engagements
"$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 on X 2025-07-18 12:15:49 UTC 4483 followers, XXX engagements
"💰 Financials & capital: Revenue guidance $17.5$17.8B; free cash flow guidance $1.61.9B Inventory per store $833K (+9%) Repurchased 6.8M shares in Q2 for $617M" @LongYield on X 2025-07-25 22:01:58 UTC 4488 followers, XXX engagements
"$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 $XXX billiona XX% increase over H1 2024. Total client interactions across all channels rose XX% YoY; Schwab supported XX million calls year-to-date with average wait times under XX seconds. Retail engagement continued to grow with a" @LongYield on X 2025-07-20 16:34:10 UTC 4481 followers, XXX engagements
"$BAH Booz Allen Hamilton Holding Corporation Earnings Call Key Highlights: (2/2) 💲 Capital deployment included $XXX million in share repurchases $XX million in dividends and $X million in strategic venture investments; the Board declared a quarterly dividend of $XXXX per share and authorized an additional $XXX million commitment to Booz Allen Ventures for investment in 2025 new portfolio companies over five years. 🧠 Booz Allen Ventures portfolio of XX companies has demonstrated above-market financial and mission impact including recent investment in Firestorm an attributable drone leader;" @LongYield on X 2025-07-29 12:26:59 UTC 4483 followers, XXX engagements
"19/20 Compared with peers Alphabets Cloud growth outpaces AWS and Azure but remains smaller. Its advertising moat vast data assets and AI investments set it apart. Execution on AI & capex returns is key. $GOOGL" @LongYield on X 2025-07-25 20:13:09 UTC 4489 followers, XX engagements
"Keurig Dr Pepper Q225: net sales +6.1% to $4.2B (cc +7.2% volume/mix +5% price +2.2%). GAAP net income $547M (EPS $0.40); adj $673M ($0.49). FCF $325M. Reaffirmed midsingledigit constantcurrency sales & highsingledigit adjusted EPS growth" @LongYield on X 2025-07-25 19:43:38 UTC 4488 followers, XXX engagements
"✅ X pillars: X Run great restaurants with hospitality X Build brand love 🤍 X Amplify technology & throughput💡 X Expand access via new restaurants 🚧 X Invest in worldclass people" @LongYield on X 2025-07-25 21:53:46 UTC 4489 followers, XXX engagements
"$RF Regions Financial Corporation Earnings Call Key Highlights: (1/2) 📈 Strong Financial Results and Profitability Q2 2025 earnings totaled $XXX million ($0.59 per share); adjusted earnings were $XXX million ($0.60 per share) with XX% YoY growth in pretax pre-provision income to $XXX million. Return on tangible common equity (ROTCE) reached XX% marking top-tier performance within the peer group. Tangible book value plus dividends continues to grow at a top-quartile rate over the 3- and 5-year periods. Management reaffirmed focus on long-term value creation through consistent profitability" @LongYield on X 2025-07-20 16:31:45 UTC 4481 followers, XXX engagements
"$NEM Newmont Corporation Earnings Call Key Highlights: (1/2) 🪖 Red Chris Incident and Safety Commitment On July XX two fall-of-ground events at Red Chris in British Columbia trapped three workers in a refuge chamber. Communications were lost due to damage in the second collapse prompting full suspension of operations. Emergency response protocols were immediately enacted with ongoing efforts to safely regain access and reestablish communication. Rescue strategies include reentry via the decline and potential access through a ventilation shaft. Newmont is leveraging internal expertise and" @LongYield on X 2025-07-25 12:21:49 UTC 4481 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 $0.06" @LongYield on X 2025-07-23 23:32:17 UTC 4483 followers, 1270 engagements
"$CHTR Charter Communications Inc. Earnings Call Key Highlights: (2/2) 🧠 Technology AI and Service Investment Charters service model is increasingly driven by AI ML and network intelligence enabling proactive issue resolution and efficient self-service. Machine learning tools for front-line employees are improving service quality reducing call times and lowering truck rolls which dropped nearly XX% in Q2. Billing and repair calls declined XX% year-over-year with noticeable improvement in customer sentiment regarding service products and pricing. Charter emphasized continued investment in" @LongYield on X 2025-07-25 16:00:16 UTC 4478 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 on X 2025-07-20 16:43:05 UTC 4489 followers, XXX engagements
"10/20 🏥 Life Insurance Asia + North America Combined: +18% premiums (constant $) Pretax income: $305M (+10.5%) Strong demand for life & health solutions across Chubbs Asia platform. $CB" @LongYield on X 2025-07-28 13:23:29 UTC 4480 followers, XX engagements
"$FMX Fomento Econmico Mexicano S.A.B. de C.V. Earnings Call Key Highlights: 📉 Challenging Start to 2025 for Core Markets FEMSA experienced significant headwinds in Q1 2025 primarily in Mexico driven by a soft consumer environment unfavorable calendar shifts (e.g. Holy Week moving to Q2) and adverse weather. Same-store sales for Proximity Americas contracted by XXX% as a XXX% increase in average ticket was offset by a XXX% decline in traffic. Traditional trade (mom-and-pop stores) regained some market share at the expense of modern trade formats like OXXO particularly in Pacific and Northeast" @LongYield on X 2025-04-28 20:45:44 UTC 4481 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 $XXX billion with XX% net new spanning XX deals across verticals such as communications financial services manufacturing EURS and" @LongYield on X 2025-07-23 23:02:25 UTC 4483 followers, XXX engagements
"$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (2/2) 🏦 Deposit Franchise Strength and Pricing Discipline Average deposits increased $XXX billion (1.1%) sequentially supported by X% and X% growth in consumer and business primary bank relationships respectively. Interest-bearing deposit costs declined X basis points sequentially highlighting strong pricing discipline even amid solid loan growth. Noninterest-bearing deposits declined modestly but total checking balances and lower-cost deposit categories remained stable. Liquidity coverage remains strong with 2x coverage" @LongYield on X 2025-07-20 16:29:46 UTC 4481 followers, XXX engagements
"$FGPR Ferrellgas Partners L.P. Q4 2023 Earnings Call Key Highlights: Financial Highlights - Q4 gross profit up $9.6M or X% YoY; FY2023 gross profit up $79.2M or X% - Q4 revenues down $45.7M or 12%; FY2023 revenues down $88.1M or X% - Q4 net loss $29.1M; FY2023 net earnings $136.9M - Q4 adjusted EBITDA down XX% to $29M; FY2023 adjusted EBITDA up X% to $360.2M Operational Metrics - Q4 and FY2023 gallons sold down X% YoY - Q4 margin per gallon up 10%; FY2023 margin per gallon up XX% Strategic Initiatives - Focus on growth through acquisitions and expansions - Leveraging technology for" @LongYield on X 2023-10-06 23:54:02 UTC 4481 followers, XXX engagements
"$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 on X 2025-07-10 01:23:26 UTC 4481 followers, XXX engagements
"$AAL American Airlines Group Inc. Earnings Call Key Highlights: 🧾 Financial Performance and Revenue Trends Reported adjusted pretax profit of $XXX million for Q2 2025 with EPS of $XXXX hitting the high end of April guidance. Revenue reached a record $XXXX billion a XXX% YoY increase led by strength in international and premium markets despite domestic softness. Passenger revenue per available seat mile (PRASM) led network peers for the fourth consecutive quarter with notable strength in Atlantic (+5%) and Pacific (+1%) PRASM on XX% capacity growth. Premium cabin unit revenue outperformed the" @LongYield on X 2025-07-24 19:50:03 UTC 4481 followers, XXX engagements
"1/20 🚗 $AN AutoNation Q2 2025 Earnings Thread 🚗 Another strong quarter in the books 📈 Here are the key highlights from AutoNations call from new & used sales to After-Sales AN Finance tariffs and more. 👇🧵" @LongYield on X 2025-07-28 13:08:20 UTC 4480 followers, XXX engagements
"🌯 $CMG Q2'25: Sales $3.1B (+3%) while comps X% 📉 Restaurant margin XXXX% (150 bp) Adjusted EPS $XXXX (3%); XX new stores (47 Chipotlanes)" @LongYield on X 2025-07-25 21:51:52 UTC 4489 followers, XXX engagements
"$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 $XXX million or XXX% driven by growth across municipal trustee and lending verticals underpinning the bank's core-funded model. The weighted average coupon (WAC) on originations stood at XXXX% with nearly XX% of new originations being floating rate enhancing asset sensitivity. Loan growth is projected to" @LongYield on X 2025-07-20 16:13:11 UTC 4481 followers, XXX engagements
"$WIT Wipro Limited Earnings Call Key Highlights: (2/2) 🤝 Client Engagement & Large Deal Wins Executed XX large deals in FY XX valued at $XXX billion representing a XXXX% YoY growth with two major deals classified as mega wins. Wipros large account strategy drove strong performance in its top X and top XX clients; early-stage consulting engagements with AI roadmapping gained traction. AI now plays a central role in all large-scale transformations enabling improved productivity business model redesign and better customer experiences. Net Promoter Scores and overall client satisfaction improved" @LongYield on X 2025-07-18 21:49:42 UTC 4488 followers, XXX engagements
"$INDB Independent Bank Corp. Earnings Call Key Highlights: (1/2) 📊 Earnings Performance and Profitability Metrics Reported Q2 2025 GAAP net income of $XXXX million with diluted EPS of $1.20; adjusted operating net income was $XXXX million or $XXXX per share. Operating return on assets reached XXXX% with return on tangible common equity at 10.35%; tangible book value per share increased by $XXXX during the quarter. Tangible book value benefited from strong earnings retention and $XXXX from other comprehensive income (OCI) improvement. Core pre-provision net revenue (PPNR) return on average" @LongYield on X 2025-07-20 16:42:57 UTC 4489 followers, XXX engagements
"$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 on X 2025-07-20 16:52:52 UTC 4480 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 on X 2025-07-23 12:53:19 UTC 4488 followers, 1125 engagements
"🚗 $ORLY Q2'25: Comparable store sales +4.1% 📈 EPS up XX% (postsplit) Professional comps 7%; DIY comps low single digit Raised comp sales guidance to 3%4.5%" @LongYield on X 2025-07-25 22:00:23 UTC 4481 followers, XXX engagements
"11/20 Regulatory credits sales were $439M more than halving from last year as competitors EV launches reduce their need to buy credits. This highmargin revenue stream is increasingly less meaningful. $TSLA" @LongYield on X 2025-07-25 20:01:15 UTC 4489 followers, XX engagements
"$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 on X 2024-02-19 00:58:05 UTC 4488 followers, XXX engagements
"11/20 Efficiency: $NOWs LTM gross margin XXXX% and EBIT margin 13.6%. The high gross margin comes from a SaaS subscription model and operating leverage drives incremental EBIT expansion as scale increases" @LongYield on X 2025-07-25 22:36:59 UTC 4488 followers, XX engagements
"13/20 🏛 Litigation & Social Inflation Evan Greenberg warns of out-of-control litigation costs: XX% annual inflation from litigation XXX% of U.S. GDP Reform is urgent but difficult Impacting pricing & coverage decisionsespecially casualty. $CB" @LongYield on X 2025-07-28 13:24:07 UTC 4480 followers, XX engagements
"Union Pacific Q2'25: EPS $XXXX (adj $3.03) operating ratio XXXX% (58.1% adj). Carloads +4% revenue $6.2B (+2%) freight exfuel +6%. OR improved XXX bps. FY25 outlook affirmed: $3.4B capex $44.5B buybacks and X% dividend hike" @LongYield on X 2025-07-25 19:10:24 UTC 4481 followers, XXX engagements
"19/20 Overall $NOW delivered another strong quarter: accelerating subscription growth expanding margins robust cash flow and raised guidance. The story of compounding high growth & profitability continues" @LongYield on X 2025-07-25 22:39:11 UTC 4481 followers, XXX engagements
"5/20 Total traffic acquisition costs (TAC) rose XX % to $XXXX B as payments to partners like Apple increased. TAC as a % of advertising revenue was roughly flat reflecting discipline in distribution deals. $GOOGL" @LongYield on X 2025-07-25 20:08:24 UTC 4488 followers, XX engagements
"$QS QuantumScape Corporation Earnings Call Key Highlights: 🤝 Expanded PowerCo Collaboration Enhances Commercialization Path QuantumScape announced an upgraded collaboration and licensing agreement with Volkswagen Groups PowerCo including up to $XXX million in new payments over two years for joint development work. These payments are in addition to the previously disclosed $XXX million licensing prepayment contingent on technical milestones and final license execution. The expansion enables PowerCo to produce an additional X GWh of QS cells annuallyraising the total potential licensed" @LongYield on X 2025-07-23 22:59:06 UTC 4478 followers, XXX engagements
"📦 $SON Q2'25: Net sales $1.9B (+49%); adjusted EBITDA $328M (+25%) margin XXXX% 📺 Adjusted EPS $XXXX (+7%) Industrial segment sales $588M (2%) margin expansion +2.9 ppts Consumer sales +110% from SMP EMEA; adjusted EBITDA +115%" @LongYield on X 2025-07-25 22:59:59 UTC 4480 followers, XXX engagements
"📊 Financials: Capex $8.3M; fullyr guidance $4565M Adjusted EBITDA loss $63M; FY loss guidance tightened to $250270M Expect $10M invoice from PowerCo in Q32025" @LongYield on X 2025-07-25 21:59:13 UTC 4478 followers, XXX engagements
"8/20 🏡 High Net Worth Personal Lines Premium growth: +9% New biz: +17% Homeowners pricing: +10.2% Loss cost trend: XXX% Underwriting reshaping now yielding strong growth + margins. $CB" @LongYield on X 2025-07-28 13:21:27 UTC 4480 followers, XX engagements
"⚙ Product & partnerships: Focus on QSE5 cells for PowerCo but remain nonexclusive New joint development agreement with a major automaker Shipping B1 sample cells this year; field tests in 2026" @LongYield on X 2025-07-25 21:58:42 UTC 4478 followers, XXX engagements
"$UNH UnitedHealth Group Earnings Release 📊 Revenue Growth Q2 2025 revenue rose to $111.6B (+13% YoY) driven by strength in both UnitedHealthcare and Optum. 💵 Earnings Impacted Q2 EPS was $XXXX (adjusted EPS $4.08) down from the prior year reflecting $1.2B in unfavorable discrete impacts including $620M tied to individual exchange business losses. 🏥 Medical Cost Pressures Consolidated medical care ratio climbed to XXXX% (+430 bps YoY) as medical cost trends outpaced pricing alongside Medicare funding cuts. 📈 Segment Performance UnitedHealthcare revenue was $86.1B (+17% YoY) but operating" @LongYield on X 2025-07-29 12:05:42 UTC 4483 followers, XXX engagements
"$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 on X 2025-07-20 16:17:59 UTC 4481 followers, XXX engagements
"19/20 💼 M&A Outlook Liberty Mutual Thailand deal closed No major changes to capital priorities M&A remains opportunistic but discipline reigns. $CB" @LongYield on X 2025-07-28 13:25:15 UTC 4480 followers, XXX engagements
"Valero Q225: net income $714M ($2.28/sh) vs $880M yr-ago; refining op income $1.3B; throughput 2.9M bpd. Renewable diesel segment lost $79M; ethanol op income $54M. Returned $695M via dividends & buybacks. Net cash from ops $936M; capex $407M; dividend $1.13/sh" @LongYield on X 2025-07-25 19:56:28 UTC 4481 followers, XXX engagements
"$BX Blackstone Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance and Earnings Growth Distributable earnings reached $XXX billion for Q2 2025 a XX% increase year-over-year or $XXXX per common share alongside a declared dividend of $XXXX per share. Fee-related earnings rose XX% year-over-year to $XXX billion reflecting robust expansion across key business segments and sustained margin strength. Total assets under management (AUM) increased XX% year-over-year to a record $XXX trillion with fee-earning AUM up XX% to $XXX billion. Total fee revenues rose XX% year-over-year to $2.5" @LongYield on X 2025-07-24 22:39:48 UTC 4488 followers, XXX engagements
"$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 on X 2025-07-20 17:22:29 UTC 4480 followers, XXX engagements
"💼 $RJF Q3'25: Net revenues $3.4B Net income $435M; EPS $XXXX Adjusted EPS $2.19; pretax margin XXXX% PCG assets under administration record $1.57T; net new assets $11.7B (3.4% annualized) 📈" @LongYield on X 2025-07-25 22:54:30 UTC 4481 followers, XXX engagements
"$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 on X 2025-07-22 00:46:49 UTC 4478 followers, XXX engagements
"2/20 📈 Record Financials Core EPS: $XXXX (+14% YoY) Core Op Income: $2.5B (+13%) Combined Ratio: XXXX% Tangible BVPS: +23.7% YoY / +8% QoQ Chubb delivered best-ever underwriting and operating earnings. $CB" @LongYield on X 2025-07-28 13:20:22 UTC 4480 followers, XX engagements
"$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 on X 2025-07-18 22:02:43 UTC 4481 followers, XXX engagements
"$SLG SL Green Realty Corp. Earnings Call Key Highlights: 🏢 Leasing Performance and Tenant Demand Trends SL Green completed over 540000 square feet of leasing in Q2 2025 bringing the year-to-date total to XXX million square feet with a robust pipeline of X million square feet slated for near-term execution. Approximately XX% of the pipeline comprises leases under 25000 square feet primarily driven by financial services legal professional services government nonprofit TAMI and real estate tenants. Leasing activity is expanding beyond Park Avenue with half the pipeline representing properties" @LongYield on X 2025-07-20 17:23:52 UTC 4481 followers, XXX engagements
"$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 on X 2025-07-21 23:52:31 UTC 4478 followers, XXX engagements
"CenterPoint Energy Q225: diluted EPS $XXXX GAAP ($0.29 nonGAAP). Company increased its 2025 and 10year capital investment plan by $500M without needing new equity" @LongYield on X 2025-07-25 19:48:16 UTC 4489 followers, XXX engagements
"$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 on X 2025-07-20 16:52:36 UTC 4481 followers, XXX engagements
"14/20 Latin America Standout Premiums up 17%+ Growth in Mexico (auto small commercial A&H) Strong digital partnerships: NuBank (Brazil) Banco de Chile Chubb sees durable double-digit opportunity across LatAm. $CB" @LongYield on X 2025-07-28 13:24:20 UTC 4483 followers, XX engagements
"16/20 🚚 Commercial Auto & Social Inflation Commercial auto remains a pressure point High litigation costs Frequency + severity still rising Chubb remains selective and disciplined. $CB" @LongYield on X 2025-07-28 13:24:44 UTC 4481 followers, XX engagements
"$FITB Fifth Third Bancorp Earnings Call Key Highlights: (1/2) 📈 Earnings Performance and Profitability Q2 2025 adjusted EPS was $XXXX exceeding consensus estimates; adjusted return on assets was XXX% and return on tangible common equity stood at 18%. Adjusted PPNR rose XX% year-over-year driven by X% growth in adjusted revenues including X% NII growth. The efficiency ratio improved to XXXX% with XXX basis points of positive operating leveragemarking the third consecutive quarter of such leverage. Tangible book value per share increased XX% year-over-year and X% sequentially supported by" @LongYield on X 2025-07-20 16:59:33 UTC 4481 followers, XXX engagements
"$SLM SLM Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Reported GAAP diluted EPS of $XXXX for Q2 2025. Loan originations were $XXX million flat year-over-year but slightly below internal expectations reflecting typical seasonal lows and external school-related disruptions. Net interest income rose to $XXX million a $X million YoY increase. Net interest margin (NIM) reached XXXX% up X basis points sequentially supported by favorable asset mix and higher average balances. Noninterest expenses were $XXX million aligning with expectations and up from $159" @LongYield on X 2025-07-25 12:27:53 UTC 4481 followers, XXX engagements
"8/20 💸 ANF ABS Issuance $700M asset-backed securitization (7x oversubscribed) XXX% weighted avg. coupon Debt funding rate: XX% on ABS / XX% total portfolio Expect more ABS deals ahead scaling ANF with leverage. $AN" @LongYield on X 2025-07-28 13:09:37 UTC 4481 followers, XX engagements
"7/20 🔥 Property Pricing Trends Property pricing: Large Account: -XX% Middle Market: +8% Casualty pricing: +11.6% Financial Lines: -XXX% Chubb is backing off softening property and leaning into areas still firming. $CB" @LongYield on X 2025-07-28 13:21:15 UTC 4480 followers, XX engagements
"4/20 $NOW ended Q1 with $10.9B of cash & investments and no net debt. A hefty war chest to fund innovation and M&A. Management also authorized a $7.5B share repurchase program buying back stock to offset dilution and signal confidence" @LongYield on X 2025-07-25 22:35:34 UTC 4489 followers, XX engagements
"$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 on X 2025-07-18 22:04:05 UTC 4481 followers, XXX engagements
"14/20 Macro tailwinds: digital transformation automation and AI adoption drive secular demand. Even in uncertain environments enterprises prioritize efficiency. $NOW sits at the intersection of these trends" @LongYield on X 2025-07-25 22:37:44 UTC 4489 followers, XX engagements
"7/20 Balance sheet: Assets $63.7B. Net debt $29B (gross $38B incl. leases) stockholders deficit -$3.9B. Working capital negative with $4.6B debt due 1yr. Leverage remains high relative to peers. #balance #AAL" @LongYield on X 2025-07-25 19:42:04 UTC 4487 followers, XX engagements
"1/20 🏢 $CB Chubb Q2 2025 Earnings Thread 🧵 A record-setting quarter with standout underwriting & investment results. Lets break down the performance pricing outlook and strategic positioning across the globe. 👇" @LongYield on X 2025-07-28 13:20:07 UTC 4480 followers, XXX engagements
"20/20 Conclusion: Q2 shows Tesla caught between lower margins today and ambitious AI/robotaxi dreams tomorrow. With strong liquidity and a passionate customer base the story remains high risk/high reward. Patient investors may be rewarded. $TSLA" @LongYield on X 2025-07-25 20:06:41 UTC 4489 followers, XXX engagements
"$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 on X 2025-07-23 13:22:44 UTC 4481 followers, XXX engagements
"🚀 ServiceNow $NOW Q1 FY25 results: unstoppable platform for digital workflows. Subscription revenue growth XX% YoY constant currency; current RPO +22%. Operating margin XX% FCF margin XX% beating guidance. Lets dive in #ServiceNow #Earnings" @LongYield on X 2025-07-25 22:12:40 UTC 4481 followers, XXX engagements
"$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 $10.80" @LongYield on X 2025-07-18 21:33:35 UTC 4478 followers, XXX engagements
"$CHTR Charter Communications Inc. Earnings Call Key Highlights: (1/2) 📶 Mobile Growth Momentum Charter added 500000 Spectrum Mobile lines in Q2 2025 and XXX million over the past XX months representing a nearly XX% year-over-year increase. The company credited its success to seamless connectivity best-in-class pricing and superior speeds with growth primarily from Unlimited Plus plans offering higher ARPU. Mobile EBITDA less CapEx turned positive again even after factoring in device financing supporting overall free cash flow growth. Charter also finalized a long-term MVNO agreement with" @LongYield on X 2025-07-25 16:00:00 UTC 4481 followers, XXX engagements
"2/20 📊 Q2 Revenue & EPS Revenue: $7B (+8% YoY) Gross Profit: $1.3B (+10% YoY) Adj. EPS: $XXXX (+37% YoY / +17% QoQ) Adjusted net income: $209M (+29%) $AN continues to drive margin expansion across all segments" @LongYield on X 2025-07-28 13:08:32 UTC 4480 followers, XX engagements
"$HCA HCA Healthcare Inc. Earnings Call Key Highlights: (1/2) 📈 The second quarter of 2025 delivered strong financial results highlighted by a XX% increase in adjusted diluted EPS to $XXXX with revenue growth of XXX% driven by robust demand improved payer mix and stable patient acuity levels. 🏥 Operational performance benefited from a stable environment enhanced margins improved emergency room throughput and rising patient satisfaction underscoring the advantages of integrating high-quality local networks with national scale. 💡 Strategic initiatives and investments in technology efficiency" @LongYield on X 2025-07-29 12:24:25 UTC 4484 followers, XXX engagements
"$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 $XXXX year-over-year; adjusted EBITDA margin reached XX% increasing XX basis points sequentially. Margins improved across X of X divisions led by Digital & Integration which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled" @LongYield on X 2025-07-20 16:27:23 UTC 4482 followers, XXX engagements
"$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 on X 2025-07-20 16:59:42 UTC 4481 followers, XXX engagements
"Nasdaq Q225: net revenue $1.3B +13% y/y (organic +12%); solutions revenue +10%; ARR +10% to $2.9B. GAAP EPS $XXXX (+103%) nonGAAP EPS $XXXX (+24%). Returned $155M via dividends & repurchased $100M; repaid $400M debt" @LongYield on X 2025-07-25 19:46:50 UTC 4490 followers, XXX engagements
"$FNB F.N.B. Corporation Earnings Call Key Highlights: (2/2) 📉 Asset Quality and Risk Management Total delinquency improved to XX basis points down XX bps QoQ while NPLs and OREO fell to XX basis points. Net charge-offs were XX bps for the quarter and XX bps YTD; criticized loans declined XXX% sequentially led by a XX% drop in classified loans. Funded provision expense of $XXXX million supported portfolio growth and risk mitigation; funded reserve increased to $XXX million or XXXX% of loans. NPL coverage ratio rose sharply to XXX% reflecting improved reserve adequacy and conservative CRE" @LongYield on X 2025-07-20 16:51:37 UTC 4483 followers, XXX engagements
"Honeywell Q2'25: Sales $10.4B (+8% reported +5% organic); EPS $XXXX (adj $2.75). Income +7% profit +8% to $2.4B; margin 20.4%. Raised FY25 organic growth & adj EPS guidance; closed $2.2B Sundyne deal & announced 1.8B Johnson Matthey catalyst acquisition" @LongYield on X 2025-07-25 19:17:52 UTC 4481 followers, XXX engagements
"$AXP American Express Company Earnings Call Key Highlights: (1/2) 📈 Revenue and Earnings Performance Q2 2025 revenues reached a record $XXXX billion up X% year-over-year driven by consistent Card Member spending and continued momentum across premium products. EPS stood at $XXXX up XX% year-over-year excluding the prior-year gain from the Accertify sale reflecting strong margin management and disciplined execution. Based on H1 performance American Express reaffirmed full-year guidance of 8%10% revenue growth and EPS in the range of $XX to $XXXXX. Net card fees grew XX% year-over-year on an" @LongYield on X 2025-07-18 21:53:20 UTC 4483 followers, XXX engagements
"$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$95M. Wealth management posted record fee income with an 8%+ CAGR since 2018; named best in trust services and wealth planning" @LongYield on X 2025-07-20 16:32:09 UTC 4488 followers, XXX engagements
"$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 $XXXX billion in repayments recorded by mid-July. Branch" @LongYield on X 2025-07-20 16:15:36 UTC 4478 followers, XXX engagements
"🜎 Strategy & innovation: Leading 5G network with 5G Advanced; digital momentum via T-Life app (75 M installs majority of upgrades digital) Expanding fiber footprint & SMB offerings Accelerating ARPA growth to 3.5%" @LongYield on X 2025-07-25 22:07:55 UTC 4481 followers, XXX engagements
"$ELV Elevance Health Inc. Earnings Call Key Highlights: 📉 Full-Year Guidance Revision Elevance reduced its FY2025 adjusted EPS guidance to approximately $XX reflecting persistent elevated medical cost trends in ACA and slower-than-expected rate recovery in Medicaid. Management emphasized that this guidance reset does not anticipate a near-term recovery but rather incorporates prevailing conditions with a focus on transparency and execution. The decision follows similar adjustments by industry peers driven by elevated morbidity in ACA markets and increased utilization in Medicaid. Despite the" @LongYield on X 2025-07-20 17:19:12 UTC 4478 followers, XXX engagements
"$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 on X 2025-07-18 21:49:30 UTC 4488 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 on X 2025-07-23 12:53:00 UTC 4488 followers, XXX engagements
"20/20 Conclusion: Q2 highlighted Alphabets ability to marry AI innovation with financial discipline. With diversified growth engines and strong balance sheet it remains a core longterm holdingthough regulatory risks persist. $GOOGL" @LongYield on X 2025-07-25 20:13:19 UTC 4488 followers, XXX engagements
"$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 on X 2025-07-20 17:15:09 UTC 4481 followers, XXX engagements
"11/20 Google Search & other delivered doubledigit growth aided by AI Overviews & Gemini models integrated into results. New generative features drive engagement and advertiser demand. $GOOGL" @LongYield on X 2025-07-25 20:09:56 UTC 4490 followers, XX engagements