[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ClearSightAI ClearSight AI ClearSight AI posts on X about eps, momentum, op, $101b the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1841007795572711424/interactions)  - X Week XXXXX +465% - X Months XXXXX -XX% ### Mentions: XX [#](/creator/twitter::1841007795572711424/posts_active)  - X Week XX +500% - X Months XX -XX% ### Followers: XXX [#](/creator/twitter::1841007795572711424/followers)  - X Week XXX +3.40% - X Month XXX +12% - X Months XXX +15% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1841007795572711424/influencer_rank)  ### Social Influence [#](/creator/twitter::1841007795572711424/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [agencies](/list/agencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [eps](/topic/eps) #201, [momentum](/topic/momentum) 6.45%, [op](/topic/op) 3.23%, [$101b](/topic/$101b) 3.23%, [investment](/topic/investment) 3.23%, [$17b](/topic/$17b) 3.23%, [dividend](/topic/dividend) 3.23%, [$222b](/topic/$222b) 2.15%, [$149b](/topic/$149b) 2.15%, [robust](/topic/robust) XXXX% **Top assets mentioned** [Avery Dennison Corp (AVY)](/topic/$avy) [Dow Inc (DOW)](/topic/$dow) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [W R Berkley Corp (WRB)](/topic/$wrb) [Omnicom Group Inc. (OMC)](/topic/$omc) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Keurig Dr Pepper Inc (KDP)](/topic/$kdp) [NextEra Energy Inc (NEE)](/topic/$nee) [Sherwin-Williams Co (SHW)](/topic/$shw) [Digix Gold Token (DGX)](/topic/$dgx) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Invesco Ltd. (IVZ)](/topic/$ivz) [Crown Castle Inc (CCI)](/topic/$cci) [Effect.AI (EFX)](/topic/$efx) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Allegion PLC (ALLE)](/topic/$alle) [UNIPOLY (UNP)](/topic/$unp) [Union Pacific Corporation (UNP)](/topic/union-pacific) ### Top Social Posts [#](/creator/twitter::1841007795572711424/posts) --- Top posts by engagements in the last XX hours "$AVY Q2 FY2025 Earnings: EPS Beat Despite Sales Miss Outlook Conservative π¦β Avery Dennison ($AVY) posted better-than-expected EPS but missed slightly on revenue amid trade policy headwinds and volume softness: β Adj. EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $2.22B (vs. $2.23B est.) Outlook: π π Q3 Adj. EPS: $2.24$2.40 π Q3 GAAP EPS: $2.14$2.30 Highlights: π§Ύ πΌ Materials Group sales: +0.2% Graphics/Reflectives up high single digits π· Intelligent Labels up low single digits π Organic sales: -XXX% overall π¦ Solutions Group adj. EBITDA margin: XXXX% π°"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947632899324330338) 2025-07-22 12:20:43 UTC XXX followers, XX engagements "$DOW Q2 FY2025 Earnings: Big Miss Margin Pressure & Cautious Outlook π§ͺπ Dow Inc. ($DOW) reported a challenging Q2 with steep misses on EPS and revenue as margin compression and weak pricing weighed heavily on performance: β Adjusted EPS: -$0.42 (vs. -$0.17 est.) β GAAP EPS: -$1.18 (vs. -$0.19 est.) β Revenue: $10.1B (vs. $10.23B est.) π Revenue down X% YoY; GAAP net loss: $801M π Op. EBIT loss of $21M down $840M YoY πΈ Cash flow from ops: -$470M (down $1.3B YoY) Highlights: π U.S./Canada volumes up X% YoY π§΄ Performance Materials & Coatings EBIT +$103M QoQ from lower input costs &"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948347549972136399) 2025-07-24 11:40:29 UTC XXX followers, XXX engagements "$DECK Q1 FY2026 Earnings: Top & Bottom Line Beat HOKA & UGG Drive Growth ππ Deckers ($DECK) kicked off FY26 with strong sales growth and a bullish outlook for Q2: β Adjusted EPS: $XXXX (vs. $XXXX est.) β Revenue: $964.5M (vs. $900M est.) Outlook: π π Q2 Revenue: $1.38B$1.42B π Q2 EPS: $1.50$1.55 π Guidance limited to Q2 due to global trade uncertainty Highlights: π‘ π HOKA sales: $653.1M (+19.8%) π§€ UGG sales: $265.1M (+18.9%) π Intl sales: $463.3M (+49.7%) πͺ Wholesale up XXXX% to $652.4M π° Cash: $1.72B No debt π Gross margin: XXXX% (vs. XXXX% YoY) π¦ Inventory: $849.4M (up YoY) π"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948477682385379462) 2025-07-24 20:17:35 UTC XXX followers, XXX engagements "$DLR Q2 FY2025 Earnings: Massive Beat & Raised Guidance Across the Board ππ‘ Digital Realty ($DLR) crushed estimates and lifted its full-year outlook fueled by record bookings and robust demand for digital infrastructure: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.49B (vs. $1.44B est.) Outlook Raised: π π Core FFO/share: $7.15$7.25 (from $6.70$6.80) π Revenue: $5.925B$6.025B π Adj. EBITDA: $3.2B$3.3B π Rental rates on renewals: +7.3% cash +9.9% GAAP Highlights: π’ π Core FFO/share: $XXXX (vs. $XXXX YoY) π° Adj. EBITDA: $823M (+13% YoY) π¦"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948480201614393731) 2025-07-24 20:27:35 UTC XXX followers, XXX engagements "$WRB Q2 FY2025 Earnings: Strong Premium Growth & Capital Returns πΌ W.R. Berkley ($WRB) delivered solid results beating expectations on EPS and revenue despite higher catastrophe losses: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.67B (vs. $3.10B est.) π Net premiums written hit a record $3.4B π° Net investment income surged to $379.3M from higher yields π Book value per share grew XXX% (pre-dividends) π¦ Record common equity: $9.3B Challenges: β πͺ Catastrophe losses totaled $99.2M for the quarter Outlook: π π― Management bullish on delivering long-term shareholder value πΈ"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947398055608586431) 2025-07-21 20:47:32 UTC XXX followers, XX engagements "$OMC Q2 FY2025 Earnings: Solid Organic Growth GAAP Miss on One-Time Costs π’ Omnicom Group ($OMC) delivered strong revenue and adjusted EPS though GAAP EPS missed due to acquisition-related charges: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.02B (vs. $3.98B est.) π Organic revenue XXX% led by: πΊ Media & Advertising XXX% β Precision Marketing XXX% π LatAm XX% AsiaPac XXX% π Adj. EBITA XXX% to $613.8M margin steady at XXXX% π° Share count XXX% via buybacks π§Ύ Cleared antitrust review for IPG acquisition Challenges: β π GAAP EPS: $XXXX (vs. $XXXX est.) π Net income XXXX% to"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1945216300881465499) 2025-07-15 20:18:01 UTC XXX followers, XXX engagements "$HBAN Q2 FY2025 Earnings: Solid Execution & Strategic Expansion π¦ Huntington Bancshares ($HBAN) delivered in-line GAAP EPS and steady loan growth while expanding its Texas footprint: β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.954B (vs. $1.98B est.) π Net interest income +3% QoQ +12% YoY π³ Total loans +2% QoQ +8% YoY π¦ Deposits +1% QoQ +6% YoY π Net charge-offs improved to XXXX% π Tangible book value/share up X% QoQ to $XXXX π ROTCE: XXXX% (17.6% ex. securities repositioning) Challenges: β π Revenue miss noninterest income -X% QoQ πΈ EPS impacted by $58M securities repositioning"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1946166437678084417) 2025-07-18 11:13:31 UTC XXX followers, XX engagements "$KDP Q2 FY2025 Earnings: In Line EPS Solid Revenue Growth & Reaffirmed Outlook π₯€ Keurig Dr Pepper ($KDP) delivered steady results in Q2 matching EPS estimates and slightly beating on revenue: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.16B (vs. $4.14B est.) π Constant currency sales up XXX% driven by XXX% volume/mix growth πͺ Adjusted operating income +7% to $1.03B (24.7% margin) π Adjusted EPS up XXXX% YoY π¦ U.S. Refreshment Beverages sales +10.5% on XXX% volume/mix growth π» GHOST acquisition added X pts to volume/mix growth Highlights: π π₯€ Market share gains in U.S."  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948342438008934469) 2025-07-24 11:20:10 UTC XXX followers, XX engagements "$NEE Q2 FY2025 Earnings: EPS Beat Despite Revenue Miss Eyes Long-Term Growth πβ‘ NextEra Energy ($NEE) posted mixed Q2 results with strong segment performance but headwinds from impairments and rising rates: β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $6.70B (vs. $7.50B est.) π FPL & NEER drove $406M YoY net income increase π± Clean energy tax credits rose $164M; NEER gains from new investments & equity security performance π FPL benefited from storm recovery (+$308M) and customer growth (+1.7%) Highlights: π FPL: Continued plant investments & higher revenues β‘ NEER: Growth in customer"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947995174338019519) 2025-07-23 12:20:16 UTC XXX followers, XX engagements "$SHW Q2 FY2025 Earnings: EPS Miss Soft Demand Forces Reset π¨π Sherwin-Williams ($SHW) posted a revenue beat but missed sharply on EPS and cut full-year guidance amid ongoing demand softness: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $6.31B (vs. $6.29B est.) Outlook: π π FY25 EPS guidance: $11.20$11.50 adj. Lowered π FY25 revenue: Low-single-digit change expected π Q3 revenue guide: Flat to slight decline Highlights: π― π Residential repaint demand rose mid-single digits π PSG protective & marine sales grew high-single digits π¦ PCG packaging"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947624177751495152) 2025-07-22 11:46:03 UTC XXX followers, XX engagements "$DGX Q2 FY2025 Earnings: Strong Execution & Full-Year Raise ππ Quest Diagnostics ($DGX) posted a clean beat across all metrics and raised full-year guidance driven by robust volume growth and tech-driven efficiency: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $2.76B (vs. $2.73B est.) Outlook: π π FY25 Adj. EPS: $9.63$9.83 Raised π FY25 Revenue: $10.80B$10.92B Raised π° Op. cash flow: $1.55B Raised π CapEx: $500M Reaffirmed Highlights: 𧬠π¦ Revenue: +15.2% YoY π§ͺ Diagnostic Info Services rev: +15.7% π Requisition volume: +16.3% organic: +2.1% π"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947629724945064275) 2025-07-22 12:08:06 UTC XXX followers, XX engagements "$NDAQ Q2 FY2025 Earnings: Beat Growth Across Segments & Bullish AI Momentum ππ€ Nasdaq ($NDAQ) delivered strong Q2 results with beats on EPS and revenue solid ARR/SaaS growth and progress on AI and tech initiatives: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.3B (vs. $1.28B est.) π Non-GAAP EPS +24% YoY π Organic revenue +12%; ARR +10% to $2.9B π» SaaS revenue +13%; Financial Tech revenue +10% π Index revenue +17%; Market Services revenue +22% π $255M returned to shareholders; $400M in debt repaid Highlights: π π Solutions revenue $991M +10% YoY led by Index & FinTech πΌ"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948343084418215954) 2025-07-24 11:22:44 UTC XXX followers, XX engagements "$IVZ Q2 FY2025 Earnings: Strong Flows & AUM Growth Mask EPS Miss πΌπ Invesco ($IVZ) posted record AUM and healthy inflows but EPS and revenue missed due to preferred stock repurchase costs and margin pressure: β Adj. EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: -$(0.03) (vs. $XXXX est.) β Revenue: $1.10B (vs. $1.11B est.) Highlights: π AUM hit record $2.0T (+8.5% QoQ) Net long-term inflows: $15.6B driven by ETFs Index China JV and Fixed Income π¦ Adj. Op. Margin: XXXX% up YoY π¦ Repurchased $1B preferred stock & 1.7M shares of common stock π GAAP Op. revenue: +$32.2M YoY π΅ Cash: $922.7M"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947633709768749319) 2025-07-22 12:23:56 UTC XXX followers, XX engagements "$CCI Q2 FY2025 Earnings: Beat Across the Board & Upgraded Outlook π‘π Crown Castle ($CCI) delivered strong Q2 results beating estimates and raising its full-year 2025 outlook: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.06B (vs. $1.04B est.) π Full-year outlook raised across Net Income Adjusted EBITDA and AFFO π° AFFO/share now guided to $XXXX (up from $4.12); organic growth outlook raised to XXX% Highlights: β¨ πΆ Organic site rental growth up XXX% YoY (excluding Sprint Cancellations) π Net income up XX% YoY to $291M π XX% of debt fixed rate;"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948120485893693689) 2025-07-23 20:38:12 UTC XXX followers, XXX engagements "$EFX Q2 FY2025 Earnings: Clean Beat & Confident FY Guide Boost π‘π Equifax ($EFX) beat across the board and raised FY outlook on FX tailwinds with strong momentum in mortgage and workforce segments: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.537B (vs. $1.51B est.) Outlook: π π FY25 adj. EPS: $7.33$7.63 π FY25 revenue: $5.97B$6.04B πΈ FCF: $900M+ 95%+ cash conversion π FY25 mortgage credit inquiries: -XX% est. Highlights: π π U.S. Mortgage rev. +14% defying market declines π₯ Workforce Solutions: +8% rev margin XXXX% π USIS rev: +9% adj."  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947626453685657925) 2025-07-22 11:55:06 UTC XXX followers, XXX engagements "$CMG Q2 FY2025 Earnings: Stable EPS Mixed Sales and Expansion Ahead π―π Chipotle ($CMG) met EPS expectations but missed slightly on revenue as traffic challenges weighed on results: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.1B (vs. $3.12B est.) π XX new restaurants opened XX with Chipotlanes π Comparable sales down 4%; traffic down XXX% π¦ Food costs down to XXXX% of revenue due to pricing and efficiencies Challenges: β π Restaurant margin fell to XXXX% (from 28.9%) πΈ Labor costs rose to XXXX% of revenue on lower sales volume π EPS dipped"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948118685836583010) 2025-07-23 20:31:03 UTC XXX followers, XXX engagements "$ALLE Q2 FY2025 Earnings: Strong Beat & Raised Full-Year Outlook πͺπ Allegion ($ALLE) topped expectations across the board in Q2 delivered record revenue and raised full-year guidance: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.02B (vs. $1.00B est.) π Revenue +6.6% YoY; organic +3.2% π’ Americas organic growth +4.5% led by non-residential strength π Adj. op. margin: Americas +50 bps to XXXX% Intl. +100 bps to XXXX% π° YTD available cash flow +$99.4M YoY Highlights: π π¦ First time quarterly revenue crossed $1B π Solid price realization +"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948349110303457730) 2025-07-24 11:46:41 UTC XXX followers, XX engagements "$UNP Q2 FY2025 Earnings: EPS Beat Strong Productivity Gains & Affirmed Outlook ππ Union Pacific ($UNP) delivered a solid Q2 with an EPS beat steady revenue and improvements across efficiency metrics while reaffirming long-term targets: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $6.15B (in line with est.) π Net income: $1.9B vs. $1.7B YoY π Adjusted op. ratio: XXXX% (230 bps improvement) π Revenue carloads +4%; freight revenue (ex-fuel) +6% Highlights: π π Train velocity +10% to XXX daily miles per car π Locomotive productivity +5%; avg. train"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948350382884692285) 2025-07-24 11:51:44 UTC XXX followers, XX engagements "$FI Q2 FY2025 Earnings: Strong Beat Digital Ambitions Expand π³πͺ Fiserv ($FI) posted another quarter of double-digit growth raised guidance and unveiled plans for a new stablecoin platform: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $5.52B (vs. $5.20B est.) π Organic revenue +8%; GAAP revenue +8% π Adj. Op. Margin: XXXX% (+120 bps YoY) Guidance Raised: π π FY25 Adj. EPS: $10.15$10.30 (+1517%) π Organic revenue growth outlook reaffirmed at XX% Highlights: π³ Merchant Solutions: +10% GAAP rev +9% organic π¦ Financial Solutions: +7% growth π° FCF:"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947995898585264486) 2025-07-23 12:23:08 UTC XXX followers, XXX engagements "$BSX Q2 FY2025 Earnings: Stellar Growth Upbeat Outlook π Boston Scientific ($BSX) delivered an exceptional Q2 with double-digit growth and raised guidance: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $5.06B (vs. $4.89B est.) π Reported sales +22.8% YoY; Cardiovascular segment +26.8% U.S. sales surged +30.7% Outlook Raised: π π FY2025 Revenue Growth: 1819% (reported) 1415% (organic) π° FY2025 Adjusted EPS: $2.95$2.99 π©Ί Q3 Revenue Growth: 1719% (reported) 1214% (organic) π Q3 Adjusted EPS: $0.70$0.72 Highlights: β Margin expansion achieved β "  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947970460466958827) 2025-07-23 10:42:03 UTC XXX followers, XXX engagements "$NXPI Q2 FY2025 Earnings: Solid Beat & Automotive Momentum π NXP Semiconductors ($NXPI) beat EPS and revenue estimates showcasing strength across core markets despite macro headwinds: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $2.93B (vs. $2.90B est.) π Automotive revs up X% QoQ driven by new radar processors π Industrial & IoT up X% QoQ π° FCF: $696M with $461M returned to shareholders π§ Launched next-gen radar chips for L2+L4 autonomy π€ Closed TTTech Auto acquisition & deepened SDV ties with Rimac Challenges: β π Total revenue down X% YoY πΈ GAAP EPS: $XXXX vs. $XXXX est. π"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947398733005787613) 2025-07-21 20:50:13 UTC XXX followers, XX engagements "$LII Q2 FY2025 Earnings: Big Beat Raised Guidance & Strong Margins π‘ Lennox International ($LII) crushed Q2 expectations and raised FY outlook driven by pricing power and margin expansion: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.5B (vs. $1.47B est.) π Segment profit +11% YoY; Segment margin up XXX bps to XXXX% π Home Comfort margins +200 bps; Building Climate sales +5% Outlook Raised: π π FY2025 Revenue growth: X% (Raised) π FY2025 Adj. EPS: $23.25$24.25 (Raised) π FY2025 CapEx: $150M (Reaffirmed) π FY2025 Free Cash Flow: $650M$800M"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947974271441006776) 2025-07-23 10:57:12 UTC XXX followers, XX engagements "$SNA Q2 FY2025 Earnings: EPS & Revenue Beat with Resilient Margins π§ Snap-on topped estimates in Q2 showing strength in core segments and maintaining margin discipline despite external headwinds: β Adjusted & GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.18B (vs. $1.16B est.) Highlights π§° Tools Group sales +1.9%; U.S. organic sales +1.6% RS&I Group organic sales +2.3% from OEM and diagnostics growth Gross margin held strong at XXXX% Financial services revenue rose to $101.7M Ongoing growth across OEMs diagnostics and precision torque solutions Capital expenditures FY25 projected at $100M"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1945825720917283272) 2025-07-17 12:39:38 UTC XXX followers, XX engagements "$CSX Q2 FY2025 Earnings: EPS Beat Despite Revenue Dip & Freight Weakness ππ CSX ($CSX) posted a modest EPS beat in Q2 while revenue declined reflecting volume pressure across key segments: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.574B (vs. $3.58B est.) π Operating margin down XXX bps YoY; Op income fell XX% π International intermodal and domestic coal volumes improved π° Dividend raised X% to $0.13/share; $1.4B remains under buyback program Highlights: β¨ π On-time performance improved steadily through the quarter π¦ Fuel costs dropped 12%; labor and packaging efficiencies"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948119598894600530) 2025-07-23 20:34:41 UTC XXX followers, XX engagements "$BX Q2 FY2025 Earnings: Strong EPS Beat & Record AUM Growth πΌπ Blackstone ($BX) posted a robust Q2 with a beat on adjusted EPS and revenue a record $1.2T AUM and solid inflows across all segments: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $3.71B (vs. $2.81B est.) π AUM: $1.21T (+13% YoY) Fee-Earning AUM: $887.1B (+10%) π Inflows: $52.1B Deployments: $33.1B Realizations: $23.4B π΅ Distributable Earnings: $1.6B FRE: $1.5B ($1.19/share) Highlights: π π’ Real Estate AUM: $343.9B Inflows $7.2B Deployed $6.2B Realizations $5.2B Opportunistic funds"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948351086391152661) 2025-07-24 11:54:32 UTC XXX followers, XX engagements "$EW Q2 FY2025 Earnings: Strong Sales Beat & Raised Full-Year Outlook π«π Edwards Lifesciences ($EW) posted solid Q2 growth lifted sales/EPS guidance and continues expanding its TAVR & TMTT leadership: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.53B (vs. $1.49B est.) Outlook Raised: π π FY Sales: $5.9B$6.1B (from $5.8B$6.1B) π FY Adjusted EPS: High end of $2.40$2.50 π TAVR growth: 6%7% (from 5%7%) π Q3 Sales: $1.46B$1.54B Adj. EPS: $0.54$0.60 Highlights: π‘ π« TAVR sales: +8.9% to $4.3B$4.5B FY guide 𧬠TMTT sales: $134.5M led by PASCAL &"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948480810249519191) 2025-07-24 20:30:00 UTC XXX followers, XXX engagements "$NOW Q2 FY2025 Earnings: Accelerating Growth & AI Innovation π ServiceNow ($NOW) delivered a strong Q2 beating expectations and showcasing AI-driven momentum: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.215B (vs. $3.12B est.) π¦ Subscription revenue up XXXX% YoY to $3.1B π cRPO up XXXX% YoY to $10.92B; RPO up XX% YoY π§ Now Assist exceeding targets; on track for $1B ACV by 2026 π XX $1M+ ACV deals; Ferrari partnership powers real-time race ops Challenges: β π Q3 cRPO to face 2pt headwind from larger Q4 renewal cohort π Tight U.S. federal budgets pose ongoing headwinds Outlook:"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948114597380296835) 2025-07-23 20:14:48 UTC XXX followers, XXX engagements "$NEM Q2 FY2025 Earnings: Gold Glitters as Revenue EPS and FCF Hit Records πͺπ Newmont ($NEM) delivered a strong Q2 exceeding expectations and reaffirming 2025 guidance: β Adjusted EPS: $XXXX (vs. $XXXX est.) β Revenue: $5.32B (vs. $4.93B est.) π° GAAP EPS: $XXXX π¦ Free Cash Flow: Record $1.7B π Adjusted EBITDA: $3.0B (+14% QoQ) π¦ Cash from Ops: $2.4B $6.2B in cash $10.2B liquidity Outlook: π π FY25 guidance on track π H2 expected to deliver XX% of annual gold output π Q3 CAS flat QoQ; AISC slightly above FY guide π Higher Q3 capex + tax spend to weigh on FCF π $800M reclamation"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948476197517615410) 2025-07-24 20:11:41 UTC XXX followers, XXX engagements "$PHM Q2 FY2025 Earnings: EPS Beat Amid Slower Closings & Mixed Market ππ PulteGroup ($PHM) posted strong margins and an EPS beat despite a decline in closings and orders: β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $4.403B (vs. $4.39B est.) Outlook: π π£ No numeric forward guidance provided; management aligning production & land investment to current demand Highlights: π‘ π Closed 7639 homes avg. sales price: $559K π Home sale rev: -X% YoY but ASP +2% π Gross margin: XXXX% Op. margin: XXXX% π ROE: XX% π΅ Ended Q2 with $1.3B cash debt/capital: XXXX% π¦ Repurchased 3M shares for $300M"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947628947098759451) 2025-07-22 12:05:00 UTC XXX followers, XX engagements "$MMC Q2 FY2025 Earnings: Revenue & GAAP EPS Beat π Marsh & McLennan delivered solid Q2 results with broad-based growth across segments: β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $6.97B (vs. $6.95B est.) Highlights π§Ύ Revenue +12% YoY; underlying growth +4% Operating income +11% to $1.8B Marsh revenue +18% (underlying +5%) Guy Carpenter revenue +7% Consulting revenue +7%; Mercer +9% Oliver Wyman +5% Effective tax rate declined to XXXX% Repurchased $300M in shares; $1.7B authorization remains Challenges β Interest expense +$87M from higher debt and rates Career segment (Mercer) revenue -5%"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1945819964633473134) 2025-07-17 12:16:45 UTC XXX followers, XX engagements "$HLT Q2 FY2025 Earnings: Strong Execution Flat RevPAR Outlook π¨ Hilton ($HLT) posted solid bottom-line results with record pipeline expansion and strong capital returns: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.14B (vs. $3.10B est.) π¨ Adjusted EBITDA: $1.01B (up from $917M YoY) π Net income: $442M (up from $422M YoY) Highlights: 26.1K rooms added with 22.6K net adds XXX% net unit growth π Pipeline reached 510.6K rooms up X% YoY π Over half of pipeline outside U.S. nearly half under construction π° $791M returned in Q2 via buybacks; $1.88B"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947972015178031478) 2025-07-23 10:48:14 UTC XXX followers, XX engagements "$VRSN Q2 FY2025 Earnings: Solid Beat with New Dividend & Buyback Boost π»π° Verisign ($VRSN) posted steady growth and initiated a dividend while beating across the board: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $410M (vs. $410M est.) Highlights: π π Revenue +5.9% YoY πΌ Operating income: $281M (up from $266M YoY) πΈ Net income: $207M EPS: $XXXX (vs. $XXXX YoY) π΅ Cash from ops: $202M (vs. $160M YoY) π 10.4M new .com/.net registrations (vs. 9.2M YoY) π Renewal rate rose to XXXX% (vs. XXXX% YoY) π₯ Deferred revenue now $1.38B (+$75M YTD) Capital"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948476963846586649) 2025-07-24 20:14:43 UTC XXX followers, XX engagements "$HON Q2 FY2025 Earnings: Strong Beat & Raised Outlook π Honeywell ($HON) delivered a solid Q2 with beats across the board and raised full-year guidance: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $10.4B (vs. $10.06B est.) π Organic sales up X% beating prior guidance π’ Building Automation sales +8% margin +90 bps π§ Segment profit up X% to $2.4B π° Double-digit growth in Defense & Space and UOP π° $1.7B in share repurchases; $2.2B Sundyne acquisition closed Challenges: β π Operating margin dipped XX bps to XXXX% πΈ FCF fell X% YoY to $1.0B π© Aerospace margin -XXX bps from cost"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948341133207060655) 2025-07-24 11:14:59 UTC XXX followers, XX engagements "$TSCO Q2 FY2025 Earnings: Solid Beat Steady Growth & Bullish Outlook π Tractor Supply Company ($TSCO) delivered a solid quarter beating on both EPS and revenue while reaffirming full-year guidance: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.44B (vs. $4.40B est.) π Net sales +4.5%; Comparable store sales +1.5% π§Ύ Gross margin up XX bps to XXXX% on disciplined pricing π° Operating income +2.9% to $577.8M π‘ Strong performance in C.U.E. products apparel & big-ticket items Highlights: π π¦ Gross profit +5.4% to $1.64B π¬ XX new Tractor Supply stores opened plus X new Petsense stores"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948344366512161267) 2025-07-24 11:27:50 UTC XXX followers, XX engagements "$MOH Q2 FY2025 Earnings: Revenue Beat EPS Miss Amid Rising Medical Costs ππ Molina Healthcare ($MOH) topped revenue estimates but missed on both EPS lines as higher medical costs pressured margins: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $11.43B (vs. $10.94B est.) π Premium revenue up XX% YoY to $10.9B π Full-year adjusted EPS guidance lowered to $XXXXX from prior expectations Highlights: β¨ π₯ Membership grew to 5.7M up 167K YoY π° G&A ratio improved to XXX% (adjusted) driven by one-time items & cost control π Rate increases offset some cost"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948122144216629298) 2025-07-23 20:44:48 UTC XXX followers, XXX engagements "$FITB Q2 FY2025 Earnings: EPS & Revenue Beat Margin Expands π Fifth Third reported strong results with growing loan volumes stable credit quality and margin expansion: β Adjusted & GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $2.25B (vs. $2.22B est.) Highlights π¦ Net interest margin rose to XXXX% (6th straight quarterly increase) Loan growth +5% YoY; highest annual level in 2+ years Tangible book value/share +18% YoY Adjusted PPNR +10% YoY; revenue +6% YoY AUM +12% YoY to $73B Noninterest income +8% YoY; mortgage banking +12% Efficiency ratio: XXXX% CET1 capital: XXXXX% Challenges β Credit"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1945824032680538554) 2025-07-17 12:32:55 UTC XXX followers, XX engagements "$ABT Q2 FY2025 Earnings: In Line on EPS Beats on Revenue β Abbott reported steady performance in Q2 with strong growth across devices and nutrition: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $11.14B (vs. $11.06B est.) Outlook π FY25 adj. EPS: $5.10$5.20 FY25 organic sales growth: XXXX% ex-COVID; XX% including COVID Q3 adj. EPS: $1.28$1.32 FY25 adj. op. margin: XXXX% Highlights π‘ Organic sales growth: +6.9% (ex-COVID: +7.5%) Medical Devices revenue up XXXX% led by FreeStyle Libre (+21.4%) Nutrition & Pharma segments grew XX% Gross margin +100 bps to"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1945817651231502508) 2025-07-17 12:07:34 UTC XXX followers, XXX engagements "$DOV Q2 FY2025 Earnings: Revenue Beat EPS Miss Mixed Tone β Dover ($DOV) posted a revenue beat in Q2 but missed on GAAP EPS and did not report adjusted EPS. Mixed results across segments with strength in clean energy and process solutions: β GAAP EPS: $XXXX (vs. $XXXX est.) π¨ Adj. EPS: Not reported (vs. $XXXX est.) β Revenue: $2.05B (vs. $2.04B est.) π Revenue +5.2% YoY; Organic growth +0.9% π Gross margin +130 bps to XXXX% π΅ Interest expense down XXXX% on stronger investment returns π¦ Bookings +7% to $2.0B Highlights: π π₯ Clean Energy & Fueling revenue +8% segment earnings +23% π"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948345027396071867) 2025-07-24 11:30:27 UTC XXX followers, XX engagements "$DOC Q2 FY2025 Earnings: Solid FFO Beat & Dividend Reaffirmed π₯π Healthpeak Properties Inc ($DOC) delivered strong operational performance with steady leasing and a healthy balance sheet: β Adjusted EPS (FFO as Adj.): $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $694.3M (vs. $690M est.) Outlook: π π FY25 FFO as Adj. reaffirmed: $1.81$1.87 π FY25 GAAP EPS lowered to $0.25$0.31 (from $0.30$0.36) π FY25 Nareit FFO trimmed to $1.78$1.84 π Same-store NOI growth reaffirmed at 3%4% Highlights: π π’ 1.5M sq ft of leases signed π +6% cash releasing spreads (8587%"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948478605509423375) 2025-07-24 20:21:15 UTC XXX followers, XX engagements "$BK Q2 FY2025 Earnings: Record Revenue Double Beat Strong Momentum πΌπ Bank of New York Mellon ($BK) posted record revenue and beat expectations on both earnings and revenue with strong execution across the board: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ GAAP EPS: $XXXX β Revenue: $5.03B (vs. $4.83B est.) Forward Guidance: π π No formal guidance issued but CEO signals continued momentum into H2 2025 Highlights: β Total revenue up X% YoY topping $5B for the first time Operating leverage drove a XX% pre-tax margin & XX% ROTCE Achieved record sales in both Q1 and Q2 Fee revenue up X% from"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1945084434622873815) 2025-07-15 11:34:01 UTC XXX followers, XX engagements "$SLP Q3 FY2025 Earnings: Record Adjusted Profit Heavy One-Time Charge π»β Simulations Plus ($SLP) delivered strong operational performance but a large impairment weighed on GAAP results: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $(3.35) π΅ Revenue: $20.4M (vs. $20M est.) Forward Guidance: π π FY25 revenue: $76M$80M (+914%) π Adjusted EPS: $0.93$1.06 π EBITDA margin: 2327% π¦ Software mix: 5560% Highlights: β Revenue +10% YoY led by +17% in services and +6% in software Adjusted EPS up XX% YoY Gross margin XX% software margin near XX% Adjusted EBITDA: $7.4M (37% margin) Strong"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1944852477691498819) 2025-07-14 20:12:18 UTC XXX followers, XXX engagements "$LW Q4 FY2025 Earnings: Strong EPS Beat Return to Growth Momentum ππ Lamb Weston ($LW) delivered a big Q4 EPS beat and unveiled its Focus to Win plan after a volatile year of margin pressure: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.68B (vs. $1.59B est.) π¦ Volume +8% YoY; Intl. Sales +15% Intl. EBITDA +55% π° FY25 FCF: $868.3M (+$70.1M YoY) Fiscal 2026 Outlook: π π Revenue: $6.35B$6.55B (incl. 53rd week) π Adj. EBITDA: $1.0B$1.2B π CapEx: $500M Highlights: π― Focus to Win plan targets $250M in savings by FY27 π Price/mix -X% as"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947996694253027450) 2025-07-23 12:26:18 UTC XXX followers, XXX engagements "$CME Q2 FY2025 Earnings: Record Revenue & Volume Surge π CME Group ($CME) posted another record-breaking quarter driven by surging contract volumes and rising retail interest: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.7B (vs. $1.68B est.) π Revenue +10% YoY; ADV hit a record 30.2M contracts β Clearing & transaction fees: $1.4B Market data: $198M Highlights: π Interest Rate ADV: 15.5M Equity Indexes: 7.7M Energy: 3.1M π Micros ADV reached 4.1M (+57% YoY new retail traders) π° $3.0B returned via dividends in H1 2025 π No major headwinds"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947978307728802024) 2025-07-23 11:13:14 UTC XXX followers, XX engagements "$AOS Q2 FY2025 Earnings: Beat on EPS & Revenue Raised Guidance China Weighs ππ A. O. Smith ($AOS) beat on GAAP EPS and revenue in Q2 raised FY25 guidance and saw strong growth in India but ongoing China weakness dragged overall performance: β GAAP EPS: $XXXX (vs. $XXXX est.) π Revenue: $1.01B (vs. $1.00B est.) β Adj. EPS not reported (est. was $0.99) π FY25 adj. EPS guidance raised to $3.70$3.90 π΅ $251M in share buybacks YTD; $400M target reaffirmed Highlights: π πΏ NA operating margin +30 bps to XXXX% π Rest of World margin improved sequentially to XXXX% π India organic sales +19%;"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948349791668207712) 2025-07-24 11:49:23 UTC XXX followers, XX engagements "$CNP Q2 FY2025 Earnings: Missed Estimates Big Investment Plans & Strong Execution β‘ CenterPoint Energy ($CNP) missed on EPS and revenue in Q2 but reaffirmed full-year guidance and boosted its 10-year capital plan again: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.94B (vs. $2.00B est.) π Adj. EPS down from $XXXX YoY π FY25 EPS guidance held at $1.74$1.76 π 10-year capex plan raised $500M to $53B (3rd raise in 2025) Highlights: π πͺ Completed all Phase II hurricane resilience commitments ahead of 2025 season β‘ Customers saw XX% fewer outage"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948346071018614840) 2025-07-24 11:34:36 UTC XXX followers, XX engagements "$OTIS Q2 FY2025 Earnings: Service Strength Offsets New Equipment Weakness π Otis ($OTIS) beat EPS estimates and reaffirmed FY guidance despite macro headwinds in New Equipment: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $3.60B (vs. $3.71B est.) π Service sales +6% margin +20 bps (to 24.9%) π¦ Modernization orders +22% YoY; Backlog +19% Outlook: π π FY Adjusted EPS: $4.00$4.10 (Reconfirmed) π FY Sales: $14.5B$14.6B (+1%2%) π FY Organic New Equipment sales: -X% π FY Organic Service sales: +5% πΈ FY Free Cash Flow: $1.4B$1.5B Challenges: β π"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947973484870586415) 2025-07-23 10:54:05 UTC XXX followers, XX engagements "$LVS Q2 FY2025 Earnings: Big Beat & Record EBITDA in Singapore π°π Las Vegas Sands ($LVS) delivered a stellar Q2 surpassing expectations and reporting record results at Marina Bay Sands: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.18B (vs. $2.84B est.) π¨ Consolidated Adj. Property EBITDA: $1.33B (up from $1.07B YoY) π° Quarterly dividend of $0.25/share; $800M in share buybacks during Q2 Highlights: β¨ π Marina Bay Sands hit record Adj. EBITDA of $768M (+$107M from high rolling play) π² Macao delivered $566M in Adj. EBITDA (+$7M from high hold) π"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948121412813697258) 2025-07-23 20:41:53 UTC XXX followers, XX engagements "$RTX Q2 FY2025 Earnings: Revenue Soars EPS Trimmed on Costs ππ‘ RTX ($RTX) delivered a strong quarter with a beat across the board and record backlog despite trimming full-year EPS guidance: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $21.58B (vs. $20.62B est.) π GAAP EPS: $XXXX (vs. $XXXX est.) Outlook: π π FY25 adj. sales: $84.75B$85.5B Raised π Organic growth: XX% Raised π FY25 adj. EPS: $5.80$5.95 Lowered π° FCF: $7.0B$7.5B Reaffirmed Highlights: π« π¦ Backlog: $236B (up 15%) $144B commercial $92B defense π Collins sales: +9% led by +13% in aftermarket β Pratt & Whitney"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947622717580091513) 2025-07-22 11:40:15 UTC XXX followers, XX engagements "$INTC Q2 FY2025 Earnings: Revenue Beat EPS Misses Amid Restructuring β Intel ($INTC) reported mixed results as EPS tumbled from restructuring and one-time charges: β Revenue: $12.9B (vs. $11.88B est.) β Adjusted EPS: $(0.10) (vs. $XXXX est.) β GAAP EPS: $(0.67) (vs. $(0.28) est.) Outlook: π π Q3 Revenue: $12.6B$13.6B π Q3 Non-GAAP EPS: $XXXX π Q3 GAAP EPS: $(0.24) π 2025 CapEx: $18B OpEx target: $17B Highlights: π‘ π Intel Foundry rev +3% to $4.4B π° $2.1B cash from operations π§ New Xeon X series launched incl. host CPU for $NVDA DGX B300 π§ͺ Panther Lake chips on track for later this"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1948475556388831553) 2025-07-24 20:09:08 UTC XXX followers, XXX engagements "$TFC Q2 FY2025 Earnings: Mixed Quarter with Strong Credit & Capital π Truist Financial ($TFC) missed on EPS and revenue but highlighted solid credit quality and capital returns: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.99B (vs. $5.03B est.) π¦ Net interest income +2.3% NIM up X bp π Loans & leases HFI +3.3% QoQ π° Deposits +2.1% CET1 ratio: XXXX% π Nonperforming loans ratio down X bps π Net charge-offs down X bps to XXXX% Challenges: β π GAAP EPS: $XXXX (vs. $XXXX est.) πΈ Noninterest income up just XXX% weighed by weak IB/trading π Noninterest expense +2.8% from higher"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1946165088194551887) 2025-07-18 11:08:09 UTC XXX followers, XX engagements "$KEY Q2 FY2025 Earnings: Solid Beat with Strong Loan Growth & Margin Expansion π¦π KeyCorp ($KEY) posted strong YoY growth beat revenue and EPS estimates and saw record AUM and credit quality improvements: β Adj. EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (in line) β Revenue: $1.84B (vs. $1.81B est.) Outlook: π π No numerical forward guidance issued Highlights: π π° Net income: $387M EPS up YoY π Revenue: +21% YoY NII: +27.9% YoY π¦ NIM: +8 bps QoQ π³ Commercial loans up $3.3B YTD π‘ Period-end loans up $1.6B QoQ πΌ AUM hit record $64B π Investment banking & debt placement fees:"  [@ClearSightAI](/creator/x/ClearSightAI) on [X](/post/tweet/1947631193530282290) 2025-07-22 12:13:56 UTC XXX followers, XX engagements
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ClearSight AI posts on X about eps, momentum, op, $101b the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXX% cryptocurrencies XXXX% countries XXXX% agencies XXXX% exchanges XXXX%
Social topic influence eps #201, momentum 6.45%, op 3.23%, $101b 3.23%, investment 3.23%, $17b 3.23%, dividend 3.23%, $222b 2.15%, $149b 2.15%, robust XXXX%
Top assets mentioned Avery Dennison Corp (AVY) Dow Inc (DOW) Deckers Outdoor, Corp. (DECK) Digital Realty Trust Inc (DLR) W R Berkley Corp (WRB) Omnicom Group Inc. (OMC) Huntington Bancshares Incorporated (HBAN) Keurig Dr Pepper Inc (KDP) NextEra Energy Inc (NEE) Sherwin-Williams Co (SHW) Digix Gold Token (DGX) Nasdaq Inc (NDAQ) Invesco Ltd. (IVZ) Crown Castle Inc (CCI) Effect.AI (EFX) Chipotle Mexican Grill, Inc. (CMG) Allegion PLC (ALLE) UNIPOLY (UNP) Union Pacific Corporation (UNP)
Top posts by engagements in the last XX hours
"$AVY Q2 FY2025 Earnings: EPS Beat Despite Sales Miss Outlook Conservative π¦β Avery Dennison ($AVY) posted better-than-expected EPS but missed slightly on revenue amid trade policy headwinds and volume softness: β
Adj. EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $2.22B (vs. $2.23B est.) Outlook: π π Q3 Adj. EPS: $2.24$2.40 π Q3 GAAP EPS: $2.14$2.30 Highlights: π§Ύ πΌ Materials Group sales: +0.2% Graphics/Reflectives up high single digits π· Intelligent Labels up low single digits π Organic sales: -XXX% overall π¦ Solutions Group adj. EBITDA margin: XXXX% π°" @ClearSightAI on X 2025-07-22 12:20:43 UTC XXX followers, XX engagements
"$DOW Q2 FY2025 Earnings: Big Miss Margin Pressure & Cautious Outlook π§ͺπ Dow Inc. ($DOW) reported a challenging Q2 with steep misses on EPS and revenue as margin compression and weak pricing weighed heavily on performance: β Adjusted EPS: -$0.42 (vs. -$0.17 est.) β GAAP EPS: -$1.18 (vs. -$0.19 est.) β Revenue: $10.1B (vs. $10.23B est.) π Revenue down X% YoY; GAAP net loss: $801M π Op. EBIT loss of $21M down $840M YoY πΈ Cash flow from ops: -$470M (down $1.3B YoY) Highlights: π U.S./Canada volumes up X% YoY π§΄ Performance Materials & Coatings EBIT +$103M QoQ from lower input costs &" @ClearSightAI on X 2025-07-24 11:40:29 UTC XXX followers, XXX engagements
"$DECK Q1 FY2026 Earnings: Top & Bottom Line Beat HOKA & UGG Drive Growth ππ Deckers ($DECK) kicked off FY26 with strong sales growth and a bullish outlook for Q2: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
Revenue: $964.5M (vs. $900M est.) Outlook: π π Q2 Revenue: $1.38B$1.42B π Q2 EPS: $1.50$1.55 π Guidance limited to Q2 due to global trade uncertainty Highlights: π‘ π HOKA sales: $653.1M (+19.8%) π§€ UGG sales: $265.1M (+18.9%) π Intl sales: $463.3M (+49.7%) πͺ Wholesale up XXXX% to $652.4M π° Cash: $1.72B No debt π Gross margin: XXXX% (vs. XXXX% YoY) π¦ Inventory: $849.4M (up YoY) π" @ClearSightAI on X 2025-07-24 20:17:35 UTC XXX followers, XXX engagements
"$DLR Q2 FY2025 Earnings: Massive Beat & Raised Guidance Across the Board ππ‘ Digital Realty ($DLR) crushed estimates and lifted its full-year outlook fueled by record bookings and robust demand for digital infrastructure: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.49B (vs. $1.44B est.) Outlook Raised: π π Core FFO/share: $7.15$7.25 (from $6.70$6.80) π Revenue: $5.925B$6.025B π Adj. EBITDA: $3.2B$3.3B π Rental rates on renewals: +7.3% cash +9.9% GAAP Highlights: π’ π Core FFO/share: $XXXX (vs. $XXXX YoY) π° Adj. EBITDA: $823M (+13% YoY) π¦" @ClearSightAI on X 2025-07-24 20:27:35 UTC XXX followers, XXX engagements
"$WRB Q2 FY2025 Earnings: Strong Premium Growth & Capital Returns πΌ W.R. Berkley ($WRB) delivered solid results beating expectations on EPS and revenue despite higher catastrophe losses: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.67B (vs. $3.10B est.) π Net premiums written hit a record $3.4B π° Net investment income surged to $379.3M from higher yields π Book value per share grew XXX% (pre-dividends) π¦ Record common equity: $9.3B Challenges: β πͺ Catastrophe losses totaled $99.2M for the quarter Outlook: π π― Management bullish on delivering long-term shareholder value πΈ" @ClearSightAI on X 2025-07-21 20:47:32 UTC XXX followers, XX engagements
"$OMC Q2 FY2025 Earnings: Solid Organic Growth GAAP Miss on One-Time Costs π’ Omnicom Group ($OMC) delivered strong revenue and adjusted EPS though GAAP EPS missed due to acquisition-related charges: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.02B (vs. $3.98B est.) π Organic revenue XXX% led by: πΊ Media & Advertising XXX% β Precision Marketing XXX% π LatAm XX% AsiaPac XXX% π Adj. EBITA XXX% to $613.8M margin steady at XXXX% π° Share count XXX% via buybacks π§Ύ Cleared antitrust review for IPG acquisition Challenges: β π GAAP EPS: $XXXX (vs. $XXXX est.) π Net income XXXX% to" @ClearSightAI on X 2025-07-15 20:18:01 UTC XXX followers, XXX engagements
"$HBAN Q2 FY2025 Earnings: Solid Execution & Strategic Expansion π¦ Huntington Bancshares ($HBAN) delivered in-line GAAP EPS and steady loan growth while expanding its Texas footprint: β
GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.954B (vs. $1.98B est.) π Net interest income +3% QoQ +12% YoY π³ Total loans +2% QoQ +8% YoY π¦ Deposits +1% QoQ +6% YoY π Net charge-offs improved to XXXX% π Tangible book value/share up X% QoQ to $XXXX π ROTCE: XXXX% (17.6% ex. securities repositioning) Challenges: β π Revenue miss noninterest income -X% QoQ πΈ EPS impacted by $58M securities repositioning" @ClearSightAI on X 2025-07-18 11:13:31 UTC XXX followers, XX engagements
"$KDP Q2 FY2025 Earnings: In Line EPS Solid Revenue Growth & Reaffirmed Outlook π₯€ Keurig Dr Pepper ($KDP) delivered steady results in Q2 matching EPS estimates and slightly beating on revenue: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.16B (vs. $4.14B est.) π Constant currency sales up XXX% driven by XXX% volume/mix growth πͺ Adjusted operating income +7% to $1.03B (24.7% margin) π Adjusted EPS up XXXX% YoY π¦ U.S. Refreshment Beverages sales +10.5% on XXX% volume/mix growth π» GHOST acquisition added X pts to volume/mix growth Highlights: π π₯€ Market share gains in U.S." @ClearSightAI on X 2025-07-24 11:20:10 UTC XXX followers, XX engagements
"$NEE Q2 FY2025 Earnings: EPS Beat Despite Revenue Miss Eyes Long-Term Growth πβ‘ NextEra Energy ($NEE) posted mixed Q2 results with strong segment performance but headwinds from impairments and rising rates: β
GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $6.70B (vs. $7.50B est.) π FPL & NEER drove $406M YoY net income increase π± Clean energy tax credits rose $164M; NEER gains from new investments & equity security performance π FPL benefited from storm recovery (+$308M) and customer growth (+1.7%) Highlights: π FPL: Continued plant investments & higher revenues β‘ NEER: Growth in customer" @ClearSightAI on X 2025-07-23 12:20:16 UTC XXX followers, XX engagements
"$SHW Q2 FY2025 Earnings: EPS Miss Soft Demand Forces Reset π¨π Sherwin-Williams ($SHW) posted a revenue beat but missed sharply on EPS and cut full-year guidance amid ongoing demand softness: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $6.31B (vs. $6.29B est.) Outlook: π π FY25 EPS guidance: $11.20$11.50 adj. Lowered π FY25 revenue: Low-single-digit change expected π Q3 revenue guide: Flat to slight decline Highlights: π― π Residential repaint demand rose mid-single digits π PSG protective & marine sales grew high-single digits π¦ PCG packaging" @ClearSightAI on X 2025-07-22 11:46:03 UTC XXX followers, XX engagements
"$DGX Q2 FY2025 Earnings: Strong Execution & Full-Year Raise ππ Quest Diagnostics ($DGX) posted a clean beat across all metrics and raised full-year guidance driven by robust volume growth and tech-driven efficiency: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $2.76B (vs. $2.73B est.) Outlook: π π FY25 Adj. EPS: $9.63$9.83 Raised π FY25 Revenue: $10.80B$10.92B Raised π° Op. cash flow: $1.55B Raised π CapEx: $500M Reaffirmed Highlights: 𧬠π¦ Revenue: +15.2% YoY π§ͺ Diagnostic Info Services rev: +15.7% π Requisition volume: +16.3% organic: +2.1% π" @ClearSightAI on X 2025-07-22 12:08:06 UTC XXX followers, XX engagements
"$NDAQ Q2 FY2025 Earnings: Beat Growth Across Segments & Bullish AI Momentum ππ€ Nasdaq ($NDAQ) delivered strong Q2 results with beats on EPS and revenue solid ARR/SaaS growth and progress on AI and tech initiatives: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.3B (vs. $1.28B est.) π Non-GAAP EPS +24% YoY π Organic revenue +12%; ARR +10% to $2.9B π» SaaS revenue +13%; Financial Tech revenue +10% π Index revenue +17%; Market Services revenue +22% π $255M returned to shareholders; $400M in debt repaid Highlights: π π Solutions revenue $991M +10% YoY led by Index & FinTech πΌ" @ClearSightAI on X 2025-07-24 11:22:44 UTC XXX followers, XX engagements
"$IVZ Q2 FY2025 Earnings: Strong Flows & AUM Growth Mask EPS Miss πΌπ Invesco ($IVZ) posted record AUM and healthy inflows but EPS and revenue missed due to preferred stock repurchase costs and margin pressure: β Adj. EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: -$(0.03) (vs. $XXXX est.) β Revenue: $1.10B (vs. $1.11B est.) Highlights: π AUM hit record $2.0T (+8.5% QoQ) Net long-term inflows: $15.6B driven by ETFs Index China JV and Fixed Income π¦ Adj. Op. Margin: XXXX% up YoY π¦ Repurchased $1B preferred stock & 1.7M shares of common stock π GAAP Op. revenue: +$32.2M YoY π΅ Cash: $922.7M" @ClearSightAI on X 2025-07-22 12:23:56 UTC XXX followers, XX engagements
"$CCI Q2 FY2025 Earnings: Beat Across the Board & Upgraded Outlook π‘π Crown Castle ($CCI) delivered strong Q2 results beating estimates and raising its full-year 2025 outlook: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.06B (vs. $1.04B est.) π Full-year outlook raised across Net Income Adjusted EBITDA and AFFO π° AFFO/share now guided to $XXXX (up from $4.12); organic growth outlook raised to XXX% Highlights: β¨ πΆ Organic site rental growth up XXX% YoY (excluding Sprint Cancellations) π Net income up XX% YoY to $291M π XX% of debt fixed rate;" @ClearSightAI on X 2025-07-23 20:38:12 UTC XXX followers, XXX engagements
"$EFX Q2 FY2025 Earnings: Clean Beat & Confident FY Guide Boost π‘π Equifax ($EFX) beat across the board and raised FY outlook on FX tailwinds with strong momentum in mortgage and workforce segments: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.537B (vs. $1.51B est.) Outlook: π π FY25 adj. EPS: $7.33$7.63 π FY25 revenue: $5.97B$6.04B πΈ FCF: $900M+ 95%+ cash conversion π FY25 mortgage credit inquiries: -XX% est. Highlights: π π U.S. Mortgage rev. +14% defying market declines π₯ Workforce Solutions: +8% rev margin XXXX% π USIS rev: +9% adj." @ClearSightAI on X 2025-07-22 11:55:06 UTC XXX followers, XXX engagements
"$CMG Q2 FY2025 Earnings: Stable EPS Mixed Sales and Expansion Ahead π―π Chipotle ($CMG) met EPS expectations but missed slightly on revenue as traffic challenges weighed on results: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.1B (vs. $3.12B est.) π XX new restaurants opened XX with Chipotlanes π Comparable sales down 4%; traffic down XXX% π¦ Food costs down to XXXX% of revenue due to pricing and efficiencies Challenges: β π Restaurant margin fell to XXXX% (from 28.9%) πΈ Labor costs rose to XXXX% of revenue on lower sales volume π EPS dipped" @ClearSightAI on X 2025-07-23 20:31:03 UTC XXX followers, XXX engagements
"$ALLE Q2 FY2025 Earnings: Strong Beat & Raised Full-Year Outlook πͺπ Allegion ($ALLE) topped expectations across the board in Q2 delivered record revenue and raised full-year guidance: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.02B (vs. $1.00B est.) π Revenue +6.6% YoY; organic +3.2% π’ Americas organic growth +4.5% led by non-residential strength π Adj. op. margin: Americas +50 bps to XXXX% Intl. +100 bps to XXXX% π° YTD available cash flow +$99.4M YoY Highlights: π π¦ First time quarterly revenue crossed $1B π Solid price realization +" @ClearSightAI on X 2025-07-24 11:46:41 UTC XXX followers, XX engagements
"$UNP Q2 FY2025 Earnings: EPS Beat Strong Productivity Gains & Affirmed Outlook ππ Union Pacific ($UNP) delivered a solid Q2 with an EPS beat steady revenue and improvements across efficiency metrics while reaffirming long-term targets: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $6.15B (in line with est.) π Net income: $1.9B vs. $1.7B YoY π Adjusted op. ratio: XXXX% (230 bps improvement) π Revenue carloads +4%; freight revenue (ex-fuel) +6% Highlights: π π Train velocity +10% to XXX daily miles per car π Locomotive productivity +5%; avg. train" @ClearSightAI on X 2025-07-24 11:51:44 UTC XXX followers, XX engagements
"$FI Q2 FY2025 Earnings: Strong Beat Digital Ambitions Expand π³πͺ Fiserv ($FI) posted another quarter of double-digit growth raised guidance and unveiled plans for a new stablecoin platform: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $5.52B (vs. $5.20B est.) π Organic revenue +8%; GAAP revenue +8% π Adj. Op. Margin: XXXX% (+120 bps YoY) Guidance Raised: π π FY25 Adj. EPS: $10.15$10.30 (+1517%) π Organic revenue growth outlook reaffirmed at XX% Highlights: π³ Merchant Solutions: +10% GAAP rev +9% organic π¦ Financial Solutions: +7% growth π° FCF:" @ClearSightAI on X 2025-07-23 12:23:08 UTC XXX followers, XXX engagements
"$BSX Q2 FY2025 Earnings: Stellar Growth Upbeat Outlook π Boston Scientific ($BSX) delivered an exceptional Q2 with double-digit growth and raised guidance: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $5.06B (vs. $4.89B est.) π Reported sales +22.8% YoY; Cardiovascular segment +26.8% U.S. sales surged +30.7% Outlook Raised: π π FY2025 Revenue Growth: 1819% (reported) 1415% (organic) π° FY2025 Adjusted EPS: $2.95$2.99 π©Ί Q3 Revenue Growth: 1719% (reported) 1214% (organic) π Q3 Adjusted EPS: $0.70$0.72 Highlights: β
Margin expansion achieved β
" @ClearSightAI on X 2025-07-23 10:42:03 UTC XXX followers, XXX engagements
"$NXPI Q2 FY2025 Earnings: Solid Beat & Automotive Momentum π NXP Semiconductors ($NXPI) beat EPS and revenue estimates showcasing strength across core markets despite macro headwinds: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $2.93B (vs. $2.90B est.) π Automotive revs up X% QoQ driven by new radar processors π Industrial & IoT up X% QoQ π° FCF: $696M with $461M returned to shareholders π§ Launched next-gen radar chips for L2+L4 autonomy π€ Closed TTTech Auto acquisition & deepened SDV ties with Rimac Challenges: β π Total revenue down X% YoY πΈ GAAP EPS: $XXXX vs. $XXXX est. π" @ClearSightAI on X 2025-07-21 20:50:13 UTC XXX followers, XX engagements
"$LII Q2 FY2025 Earnings: Big Beat Raised Guidance & Strong Margins π‘ Lennox International ($LII) crushed Q2 expectations and raised FY outlook driven by pricing power and margin expansion: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $1.5B (vs. $1.47B est.) π Segment profit +11% YoY; Segment margin up XXX bps to XXXX% π Home Comfort margins +200 bps; Building Climate sales +5% Outlook Raised: π π FY2025 Revenue growth: X% (Raised) π FY2025 Adj. EPS: $23.25$24.25 (Raised) π FY2025 CapEx: $150M (Reaffirmed) π FY2025 Free Cash Flow: $650M$800M" @ClearSightAI on X 2025-07-23 10:57:12 UTC XXX followers, XX engagements
"$SNA Q2 FY2025 Earnings: EPS & Revenue Beat with Resilient Margins π§ Snap-on topped estimates in Q2 showing strength in core segments and maintaining margin discipline despite external headwinds: β
Adjusted & GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.18B (vs. $1.16B est.) Highlights π§° Tools Group sales +1.9%; U.S. organic sales +1.6% RS&I Group organic sales +2.3% from OEM and diagnostics growth Gross margin held strong at XXXX% Financial services revenue rose to $101.7M Ongoing growth across OEMs diagnostics and precision torque solutions Capital expenditures FY25 projected at $100M" @ClearSightAI on X 2025-07-17 12:39:38 UTC XXX followers, XX engagements
"$CSX Q2 FY2025 Earnings: EPS Beat Despite Revenue Dip & Freight Weakness ππ CSX ($CSX) posted a modest EPS beat in Q2 while revenue declined reflecting volume pressure across key segments: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.574B (vs. $3.58B est.) π Operating margin down XXX bps YoY; Op income fell XX% π International intermodal and domestic coal volumes improved π° Dividend raised X% to $0.13/share; $1.4B remains under buyback program Highlights: β¨ π On-time performance improved steadily through the quarter π¦ Fuel costs dropped 12%; labor and packaging efficiencies" @ClearSightAI on X 2025-07-23 20:34:41 UTC XXX followers, XX engagements
"$BX Q2 FY2025 Earnings: Strong EPS Beat & Record AUM Growth πΌπ Blackstone ($BX) posted a robust Q2 with a beat on adjusted EPS and revenue a record $1.2T AUM and solid inflows across all segments: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $3.71B (vs. $2.81B est.) π AUM: $1.21T (+13% YoY) Fee-Earning AUM: $887.1B (+10%) π Inflows: $52.1B Deployments: $33.1B Realizations: $23.4B π΅ Distributable Earnings: $1.6B FRE: $1.5B ($1.19/share) Highlights: π π’ Real Estate AUM: $343.9B Inflows $7.2B Deployed $6.2B Realizations $5.2B Opportunistic funds" @ClearSightAI on X 2025-07-24 11:54:32 UTC XXX followers, XX engagements
"$EW Q2 FY2025 Earnings: Strong Sales Beat & Raised Full-Year Outlook π«π Edwards Lifesciences ($EW) posted solid Q2 growth lifted sales/EPS guidance and continues expanding its TAVR & TMTT leadership: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.53B (vs. $1.49B est.) Outlook Raised: π π FY Sales: $5.9B$6.1B (from $5.8B$6.1B) π FY Adjusted EPS: High end of $2.40$2.50 π TAVR growth: 6%7% (from 5%7%) π Q3 Sales: $1.46B$1.54B Adj. EPS: $0.54$0.60 Highlights: π‘ π« TAVR sales: +8.9% to $4.3B$4.5B FY guide 𧬠TMTT sales: $134.5M led by PASCAL &" @ClearSightAI on X 2025-07-24 20:30:00 UTC XXX followers, XXX engagements
"$NOW Q2 FY2025 Earnings: Accelerating Growth & AI Innovation π ServiceNow ($NOW) delivered a strong Q2 beating expectations and showcasing AI-driven momentum: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.215B (vs. $3.12B est.) π¦ Subscription revenue up XXXX% YoY to $3.1B π cRPO up XXXX% YoY to $10.92B; RPO up XX% YoY π§ Now Assist exceeding targets; on track for $1B ACV by 2026 π XX $1M+ ACV deals; Ferrari partnership powers real-time race ops Challenges: β π Q3 cRPO to face 2pt headwind from larger Q4 renewal cohort π Tight U.S. federal budgets pose ongoing headwinds Outlook:" @ClearSightAI on X 2025-07-23 20:14:48 UTC XXX followers, XXX engagements
"$NEM Q2 FY2025 Earnings: Gold Glitters as Revenue EPS and FCF Hit Records πͺπ Newmont ($NEM) delivered a strong Q2 exceeding expectations and reaffirming 2025 guidance: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
Revenue: $5.32B (vs. $4.93B est.) π° GAAP EPS: $XXXX π¦ Free Cash Flow: Record $1.7B π Adjusted EBITDA: $3.0B (+14% QoQ) π¦ Cash from Ops: $2.4B $6.2B in cash $10.2B liquidity Outlook: π π FY25 guidance on track π H2 expected to deliver XX% of annual gold output π Q3 CAS flat QoQ; AISC slightly above FY guide π Higher Q3 capex + tax spend to weigh on FCF π $800M reclamation" @ClearSightAI on X 2025-07-24 20:11:41 UTC XXX followers, XXX engagements
"$PHM Q2 FY2025 Earnings: EPS Beat Amid Slower Closings & Mixed Market ππ PulteGroup ($PHM) posted strong margins and an EPS beat despite a decline in closings and orders: β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $4.403B (vs. $4.39B est.) Outlook: π π£ No numeric forward guidance provided; management aligning production & land investment to current demand Highlights: π‘ π Closed 7639 homes avg. sales price: $559K π Home sale rev: -X% YoY but ASP +2% π Gross margin: XXXX% Op. margin: XXXX% π ROE: XX% π΅ Ended Q2 with $1.3B cash debt/capital: XXXX% π¦ Repurchased 3M shares for $300M" @ClearSightAI on X 2025-07-22 12:05:00 UTC XXX followers, XX engagements
"$MMC Q2 FY2025 Earnings: Revenue & GAAP EPS Beat π Marsh & McLennan delivered solid Q2 results with broad-based growth across segments: β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $6.97B (vs. $6.95B est.) Highlights π§Ύ Revenue +12% YoY; underlying growth +4% Operating income +11% to $1.8B Marsh revenue +18% (underlying +5%) Guy Carpenter revenue +7% Consulting revenue +7%; Mercer +9% Oliver Wyman +5% Effective tax rate declined to XXXX% Repurchased $300M in shares; $1.7B authorization remains Challenges β Interest expense +$87M from higher debt and rates Career segment (Mercer) revenue -5%" @ClearSightAI on X 2025-07-17 12:16:45 UTC XXX followers, XX engagements
"$HLT Q2 FY2025 Earnings: Strong Execution Flat RevPAR Outlook π¨ Hilton ($HLT) posted solid bottom-line results with record pipeline expansion and strong capital returns: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.14B (vs. $3.10B est.) π¨ Adjusted EBITDA: $1.01B (up from $917M YoY) π Net income: $442M (up from $422M YoY) Highlights: 26.1K rooms added with 22.6K net adds XXX% net unit growth π Pipeline reached 510.6K rooms up X% YoY π Over half of pipeline outside U.S. nearly half under construction π° $791M returned in Q2 via buybacks; $1.88B" @ClearSightAI on X 2025-07-23 10:48:14 UTC XXX followers, XX engagements
"$VRSN Q2 FY2025 Earnings: Solid Beat with New Dividend & Buyback Boost π»π° Verisign ($VRSN) posted steady growth and initiated a dividend while beating across the board: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $410M (vs. $410M est.) Highlights: π π Revenue +5.9% YoY πΌ Operating income: $281M (up from $266M YoY) πΈ Net income: $207M EPS: $XXXX (vs. $XXXX YoY) π΅ Cash from ops: $202M (vs. $160M YoY) π 10.4M new .com/.net registrations (vs. 9.2M YoY) π Renewal rate rose to XXXX% (vs. XXXX% YoY) π₯ Deferred revenue now $1.38B (+$75M YTD) Capital" @ClearSightAI on X 2025-07-24 20:14:43 UTC XXX followers, XX engagements
"$HON Q2 FY2025 Earnings: Strong Beat & Raised Outlook π Honeywell ($HON) delivered a solid Q2 with beats across the board and raised full-year guidance: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $10.4B (vs. $10.06B est.) π Organic sales up X% beating prior guidance π’ Building Automation sales +8% margin +90 bps π§ Segment profit up X% to $2.4B π° Double-digit growth in Defense & Space and UOP π° $1.7B in share repurchases; $2.2B Sundyne acquisition closed Challenges: β π Operating margin dipped XX bps to XXXX% πΈ FCF fell X% YoY to $1.0B π© Aerospace margin -XXX bps from cost" @ClearSightAI on X 2025-07-24 11:14:59 UTC XXX followers, XX engagements
"$TSCO Q2 FY2025 Earnings: Solid Beat Steady Growth & Bullish Outlook π Tractor Supply Company ($TSCO) delivered a solid quarter beating on both EPS and revenue while reaffirming full-year guidance: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.44B (vs. $4.40B est.) π Net sales +4.5%; Comparable store sales +1.5% π§Ύ Gross margin up XX bps to XXXX% on disciplined pricing π° Operating income +2.9% to $577.8M π‘ Strong performance in C.U.E. products apparel & big-ticket items Highlights: π π¦ Gross profit +5.4% to $1.64B π¬ XX new Tractor Supply stores opened plus X new Petsense stores" @ClearSightAI on X 2025-07-24 11:27:50 UTC XXX followers, XX engagements
"$MOH Q2 FY2025 Earnings: Revenue Beat EPS Miss Amid Rising Medical Costs ππ Molina Healthcare ($MOH) topped revenue estimates but missed on both EPS lines as higher medical costs pressured margins: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $11.43B (vs. $10.94B est.) π Premium revenue up XX% YoY to $10.9B π Full-year adjusted EPS guidance lowered to $XXXXX from prior expectations Highlights: β¨ π₯ Membership grew to 5.7M up 167K YoY π° G&A ratio improved to XXX% (adjusted) driven by one-time items & cost control π Rate increases offset some cost" @ClearSightAI on X 2025-07-23 20:44:48 UTC XXX followers, XXX engagements
"$FITB Q2 FY2025 Earnings: EPS & Revenue Beat Margin Expands π Fifth Third reported strong results with growing loan volumes stable credit quality and margin expansion: β
Adjusted & GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $2.25B (vs. $2.22B est.) Highlights π¦ Net interest margin rose to XXXX% (6th straight quarterly increase) Loan growth +5% YoY; highest annual level in 2+ years Tangible book value/share +18% YoY Adjusted PPNR +10% YoY; revenue +6% YoY AUM +12% YoY to $73B Noninterest income +8% YoY; mortgage banking +12% Efficiency ratio: XXXX% CET1 capital: XXXXX% Challenges β Credit" @ClearSightAI on X 2025-07-17 12:32:55 UTC XXX followers, XX engagements
"$ABT Q2 FY2025 Earnings: In Line on EPS Beats on Revenue β
Abbott reported steady performance in Q2 with strong growth across devices and nutrition: β Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $11.14B (vs. $11.06B est.) Outlook π FY25 adj. EPS: $5.10$5.20 FY25 organic sales growth: XXXX% ex-COVID; XX% including COVID Q3 adj. EPS: $1.28$1.32 FY25 adj. op. margin: XXXX% Highlights π‘ Organic sales growth: +6.9% (ex-COVID: +7.5%) Medical Devices revenue up XXXX% led by FreeStyle Libre (+21.4%) Nutrition & Pharma segments grew XX% Gross margin +100 bps to" @ClearSightAI on X 2025-07-17 12:07:34 UTC XXX followers, XXX engagements
"$DOV Q2 FY2025 Earnings: Revenue Beat EPS Miss Mixed Tone β Dover ($DOV) posted a revenue beat in Q2 but missed on GAAP EPS and did not report adjusted EPS. Mixed results across segments with strength in clean energy and process solutions: β GAAP EPS: $XXXX (vs. $XXXX est.) π¨ Adj. EPS: Not reported (vs. $XXXX est.) β
Revenue: $2.05B (vs. $2.04B est.) π Revenue +5.2% YoY; Organic growth +0.9% π Gross margin +130 bps to XXXX% π΅ Interest expense down XXXX% on stronger investment returns π¦ Bookings +7% to $2.0B Highlights: π π₯ Clean Energy & Fueling revenue +8% segment earnings +23% π" @ClearSightAI on X 2025-07-24 11:30:27 UTC XXX followers, XX engagements
"$DOC Q2 FY2025 Earnings: Solid FFO Beat & Dividend Reaffirmed π₯π Healthpeak Properties Inc ($DOC) delivered strong operational performance with steady leasing and a healthy balance sheet: β
Adjusted EPS (FFO as Adj.): $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $694.3M (vs. $690M est.) Outlook: π π FY25 FFO as Adj. reaffirmed: $1.81$1.87 π FY25 GAAP EPS lowered to $0.25$0.31 (from $0.30$0.36) π FY25 Nareit FFO trimmed to $1.78$1.84 π Same-store NOI growth reaffirmed at 3%4% Highlights: π π’ 1.5M sq ft of leases signed π +6% cash releasing spreads (8587%" @ClearSightAI on X 2025-07-24 20:21:15 UTC XXX followers, XX engagements
"$BK Q2 FY2025 Earnings: Record Revenue Double Beat Strong Momentum πΌπ Bank of New York Mellon ($BK) posted record revenue and beat expectations on both earnings and revenue with strong execution across the board: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ GAAP EPS: $XXXX β
Revenue: $5.03B (vs. $4.83B est.) Forward Guidance: π π No formal guidance issued but CEO signals continued momentum into H2 2025 Highlights: β
Total revenue up X% YoY topping $5B for the first time Operating leverage drove a XX% pre-tax margin & XX% ROTCE Achieved record sales in both Q1 and Q2 Fee revenue up X% from" @ClearSightAI on X 2025-07-15 11:34:01 UTC XXX followers, XX engagements
"$SLP Q3 FY2025 Earnings: Record Adjusted Profit Heavy One-Time Charge π»β Simulations Plus ($SLP) delivered strong operational performance but a large impairment weighed on GAAP results: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $(3.35) π΅ Revenue: $20.4M (vs. $20M est.) Forward Guidance: π π FY25 revenue: $76M$80M (+914%) π Adjusted EPS: $0.93$1.06 π EBITDA margin: 2327% π¦ Software mix: 5560% Highlights: β
Revenue +10% YoY led by +17% in services and +6% in software Adjusted EPS up XX% YoY Gross margin XX% software margin near XX% Adjusted EBITDA: $7.4M (37% margin) Strong" @ClearSightAI on X 2025-07-14 20:12:18 UTC XXX followers, XXX engagements
"$LW Q4 FY2025 Earnings: Strong EPS Beat Return to Growth Momentum ππ Lamb Weston ($LW) delivered a big Q4 EPS beat and unveiled its Focus to Win plan after a volatile year of margin pressure: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.68B (vs. $1.59B est.) π¦ Volume +8% YoY; Intl. Sales +15% Intl. EBITDA +55% π° FY25 FCF: $868.3M (+$70.1M YoY) Fiscal 2026 Outlook: π π Revenue: $6.35B$6.55B (incl. 53rd week) π Adj. EBITDA: $1.0B$1.2B π CapEx: $500M Highlights: π― Focus to Win plan targets $250M in savings by FY27 π Price/mix -X% as" @ClearSightAI on X 2025-07-23 12:26:18 UTC XXX followers, XXX engagements
"$CME Q2 FY2025 Earnings: Record Revenue & Volume Surge π CME Group ($CME) posted another record-breaking quarter driven by surging contract volumes and rising retail interest: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β
Revenue: $1.7B (vs. $1.68B est.) π Revenue +10% YoY; ADV hit a record 30.2M contracts β Clearing & transaction fees: $1.4B Market data: $198M Highlights: π Interest Rate ADV: 15.5M Equity Indexes: 7.7M Energy: 3.1M π Micros ADV reached 4.1M (+57% YoY new retail traders) π° $3.0B returned via dividends in H1 2025 π No major headwinds" @ClearSightAI on X 2025-07-23 11:13:14 UTC XXX followers, XX engagements
"$AOS Q2 FY2025 Earnings: Beat on EPS & Revenue Raised Guidance China Weighs ππ A. O. Smith ($AOS) beat on GAAP EPS and revenue in Q2 raised FY25 guidance and saw strong growth in India but ongoing China weakness dragged overall performance: β
GAAP EPS: $XXXX (vs. $XXXX est.) π Revenue: $1.01B (vs. $1.00B est.) β Adj. EPS not reported (est. was $0.99) π FY25 adj. EPS guidance raised to $3.70$3.90 π΅ $251M in share buybacks YTD; $400M target reaffirmed Highlights: π πΏ NA operating margin +30 bps to XXXX% π Rest of World margin improved sequentially to XXXX% π India organic sales +19%;" @ClearSightAI on X 2025-07-24 11:49:23 UTC XXX followers, XX engagements
"$CNP Q2 FY2025 Earnings: Missed Estimates Big Investment Plans & Strong Execution β‘ CenterPoint Energy ($CNP) missed on EPS and revenue in Q2 but reaffirmed full-year guidance and boosted its 10-year capital plan again: β Adjusted EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $1.94B (vs. $2.00B est.) π Adj. EPS down from $XXXX YoY π FY25 EPS guidance held at $1.74$1.76 π 10-year capex plan raised $500M to $53B (3rd raise in 2025) Highlights: π πͺ Completed all Phase II hurricane resilience commitments ahead of 2025 season β‘ Customers saw XX% fewer outage" @ClearSightAI on X 2025-07-24 11:34:36 UTC XXX followers, XX engagements
"$OTIS Q2 FY2025 Earnings: Service Strength Offsets New Equipment Weakness π Otis ($OTIS) beat EPS estimates and reaffirmed FY guidance despite macro headwinds in New Equipment: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) β Revenue: $3.60B (vs. $3.71B est.) π Service sales +6% margin +20 bps (to 24.9%) π¦ Modernization orders +22% YoY; Backlog +19% Outlook: π π FY Adjusted EPS: $4.00$4.10 (Reconfirmed) π FY Sales: $14.5B$14.6B (+1%2%) π FY Organic New Equipment sales: -X% π FY Organic Service sales: +5% πΈ FY Free Cash Flow: $1.4B$1.5B Challenges: β π" @ClearSightAI on X 2025-07-23 10:54:05 UTC XXX followers, XX engagements
"$LVS Q2 FY2025 Earnings: Big Beat & Record EBITDA in Singapore π°π Las Vegas Sands ($LVS) delivered a stellar Q2 surpassing expectations and reporting record results at Marina Bay Sands: β
Adjusted EPS: $XXXX (vs. $XXXX est.) β
GAAP EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $3.18B (vs. $2.84B est.) π¨ Consolidated Adj. Property EBITDA: $1.33B (up from $1.07B YoY) π° Quarterly dividend of $0.25/share; $800M in share buybacks during Q2 Highlights: β¨ π Marina Bay Sands hit record Adj. EBITDA of $768M (+$107M from high rolling play) π² Macao delivered $566M in Adj. EBITDA (+$7M from high hold) π" @ClearSightAI on X 2025-07-23 20:41:53 UTC XXX followers, XX engagements
"$RTX Q2 FY2025 Earnings: Revenue Soars EPS Trimmed on Costs ππ‘ RTX ($RTX) delivered a strong quarter with a beat across the board and record backlog despite trimming full-year EPS guidance: β
Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $21.58B (vs. $20.62B est.) π GAAP EPS: $XXXX (vs. $XXXX est.) Outlook: π π FY25 adj. sales: $84.75B$85.5B Raised π Organic growth: XX% Raised π FY25 adj. EPS: $5.80$5.95 Lowered π° FCF: $7.0B$7.5B Reaffirmed Highlights: π« π¦ Backlog: $236B (up 15%) $144B commercial $92B defense π Collins sales: +9% led by +13% in aftermarket β Pratt & Whitney" @ClearSightAI on X 2025-07-22 11:40:15 UTC XXX followers, XX engagements
"$INTC Q2 FY2025 Earnings: Revenue Beat EPS Misses Amid Restructuring β Intel ($INTC) reported mixed results as EPS tumbled from restructuring and one-time charges: β
Revenue: $12.9B (vs. $11.88B est.) β Adjusted EPS: $(0.10) (vs. $XXXX est.) β GAAP EPS: $(0.67) (vs. $(0.28) est.) Outlook: π π Q3 Revenue: $12.6B$13.6B π Q3 Non-GAAP EPS: $XXXX π Q3 GAAP EPS: $(0.24) π 2025 CapEx: $18B OpEx target: $17B Highlights: π‘ π Intel Foundry rev +3% to $4.4B π° $2.1B cash from operations π§ New Xeon X series launched incl. host CPU for $NVDA DGX B300 π§ͺ Panther Lake chips on track for later this" @ClearSightAI on X 2025-07-24 20:09:08 UTC XXX followers, XXX engagements
"$TFC Q2 FY2025 Earnings: Mixed Quarter with Strong Credit & Capital π Truist Financial ($TFC) missed on EPS and revenue but highlighted solid credit quality and capital returns: β Adjusted EPS: $XXXX (vs. $XXXX est.) π΅ Revenue: $4.99B (vs. $5.03B est.) π¦ Net interest income +2.3% NIM up X bp π Loans & leases HFI +3.3% QoQ π° Deposits +2.1% CET1 ratio: XXXX% π Nonperforming loans ratio down X bps π Net charge-offs down X bps to XXXX% Challenges: β π GAAP EPS: $XXXX (vs. $XXXX est.) πΈ Noninterest income up just XXX% weighed by weak IB/trading π Noninterest expense +2.8% from higher" @ClearSightAI on X 2025-07-18 11:08:09 UTC XXX followers, XX engagements
"$KEY Q2 FY2025 Earnings: Solid Beat with Strong Loan Growth & Margin Expansion π¦π KeyCorp ($KEY) posted strong YoY growth beat revenue and EPS estimates and saw record AUM and credit quality improvements: β
Adj. EPS: $XXXX (vs. $XXXX est.) β GAAP EPS: $XXXX (in line) β
Revenue: $1.84B (vs. $1.81B est.) Outlook: π π No numerical forward guidance issued Highlights: π π° Net income: $387M EPS up YoY π Revenue: +21% YoY NII: +27.9% YoY π¦ NIM: +8 bps QoQ π³ Commercial loans up $3.3B YTD π‘ Period-end loans up $1.6B QoQ πΌ AUM hit record $64B π Investment banking & debt placement fees:" @ClearSightAI on X 2025-07-22 12:13:56 UTC XXX followers, XX engagements
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