[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.] #  @LongYield LongYield LongYield posts on X about eps, losses, investment, alltime the most. They currently have XXXXX followers and 1252 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1532029910671314948/interactions)  - X Week XXXXXX +131% - X Month XXXXXX +53% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1532029910671314948/posts_active)  - X Months XXXXX -XX% - X Year XXXXX -XX% ### Followers: XXXXX [#](/creator/twitter::1532029910671314948/followers)  - X Week XXXXX +0.18% - X Month XXXXX +0.65% - X Months XXXXX +5.70% - X Year XXXXX +20% ### CreatorRank: XXXXXXX [#](/creator/twitter::1532029910671314948/influencer_rank)  ### Social Influence [#](/creator/twitter::1532029910671314948/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [eps](/topic/eps) #193, [losses](/topic/losses) #187, [investment](/topic/investment) #2406, [alltime](/topic/alltime) 0.24%, [currency](/topic/currency) #341, [cash flow](/topic/cash-flow) #66, [momentum](/topic/momentum) #517, [3m](/topic/3m) #227, [macro](/topic/macro) 0.16%, [$ctas](/topic/$ctas) XXXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@marketwirenews](/creator/undefined) [@thegreghead](/creator/undefined) [@r2discovery](/creator/undefined) [@smantel](/creator/undefined) [@divstockpile](/creator/undefined) [@everydaynorminv](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@chad_pumpiano](/creator/undefined) **Top assets mentioned** [Cintas Corporation (CTAS)](/topic/$ctas) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Texas Capital Bancshares, Inc. (TCBI)](/topic/$tcbi) [MUX Protocol (MCB)](/topic/$mcb) [Metropolitan Bank Holding Corp. (MCB)](/topic/metropolitan-bank-holding-corp) [Arcblock (ABT)](/topic/$abt) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Websea (WBS)](/topic/$wbs) [Webster Financial, Corp. (WBS)](/topic/webster-financial-corp) [TrustVerse (TRV)](/topic/$trv) [Travelers Companies Inc (TRV)](/topic/travelers-companies) [Ally Financial, Inc. (ALLY)](/topic/$ally) [General Electric Company (GE)](/topic/$ge) [Alvey Chain (WALV)](/topic/$alv) [Autoliv, Inc. (ALV)](/topic/alv-autoliv-inc) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Witnet (WIT)](/topic/$wit) [Wipro Limited (WIT)](/topic/wit-wipro-limited) [Bank OZK (OZK)](/topic/$ozk) [Independent Bank Corp/MA (INDB)](/topic/$indb) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Regions Financial Corp (RF)](/topic/$rf) [Walrus (WAL)](/topic/$wal) [Western Alliance Bancorporation (WAL)](/topic/wal-western-alliance-bancorporation) [Centric Swap (CNS)](/topic/$cns) [3M Co (MMM)](/topic/$mmm) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Comerica, Inc. (CMA)](/topic/$cma) [Change (CAG)](/topic/$cag) [Conagra Brands Inc (CAG)](/topic/conagra-brands-inc) [Novartis AG (NVS)](/topic/$nvs) [Schlumberger NV (SLB)](/topic/$slb) [Truist Financial Corp (TFC)](/topic/$tfc) [Simmons First National Corp (SFNC)](/topic/$sfnc) [F.N.B. Corp (FNB)](/topic/$fnb) [American Express Company (AXP)](/topic/$axp) [PepsiCo, Inc. (PEP)](/topic/$pep) [Matrix AI Network (MAN)](/topic/$man) [Unity Software, Inc. (U)](/topic/unity-software-inc) [SL Green Realty Corp. (SLG)](/topic/$slg) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [A3S Protocol (AA)](/topic/$aa) [Alcoa, Corp. (AA)](/topic/alcoa-corp) [The Simply Good Foods Company Common Stock (SMPL)](/topic/$smpl) [US Bancorp (USB)](/topic/$usb) [Axsome Therapeutics, Inc (AXSM)](/topic/$axsm) ### Top Social Posts [#](/creator/twitter::1532029910671314948/posts) --- Top posts by engagements in the last XX hours "$CTAS Cintas Corporation Earnings Call Key Highlights: (2/2) 🔧 Sales Strategy and Customer Retention Sales cycle and customer sentiment remain stable; new business wins driven by the companys value proposition not macro or pricing pressures. Retention rates remain near all-time highs with stable ad stops; pricing trends aligned with historical levels with no material change in customer behavior. Cintas' differentiated service model includes converting no programmers (self-managed uniforms) to rental services and expanding cross-selling within long-standing customer accounts. Example"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946329813649629187) 2025-07-18 22:02:43 UTC 4474 followers, XXX engagements "$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 $30B operations are expected to unlock synergies in logistics sales and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946321851220644324) 2025-07-18 21:31:04 UTC 4475 followers, XXX engagements "$MAN ManpowerGroup Inc. Earnings Call Key Highlights: 📉 Financial Performance and Revenue Trends System-wide revenue totaled $XXX billion while reported revenue stood at $XXX billion down X% YoY in constant currency. Adjusted EBITDA was $XX million representing a XX% decrease YoY. Adjusted EPS was $XXXX down XX% YoY in constant currency though $XXXX above the guidance midpoint. Reported EPS was a loss of $XXXX due to $XXXX in restructuring and $XXXX in impairment charges. Gross profit margin came in at XXXX% with a XX basis point negative impact from staffing mix shifts toward enterprise"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946981852171866140) 2025-07-20 17:13:41 UTC 4476 followers, XXX engagements "🎮 $U Unity Software Inc. Q4 2024 Earnings Call Key Highlights: 📈 Strong Q4 Performance & Financial Results Revenue of $442M up X% YoY exceeding the high-end of guidance. Adjusted EBITDA of $106M beating guidance by XX% with XX% EBITDA margins. Free cash flow of $106M up XX% YoY contributing to $286M FCF for the full year. Debt reduced by $415M maintaining a strong cash position of $1.5B. 🚀 Launch of AI-Powered Unity Vector Ad Platform Unity Vector will replace the Unity Ad Network leveraging AI-driven predictive modeling. Full migration begins in Q1 2025 expected to be completed by Q2."  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1892645057641267367) 2025-02-20 18:38:40 UTC 4476 followers, XXX engagements "$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (2/2) 🏦 Deposit Franchise Strength and Pricing Discipline Average deposits increased $XXX billion (1.1%) sequentially supported by X% and X% growth in consumer and business primary bank relationships respectively. Interest-bearing deposit costs declined X basis points sequentially highlighting strong pricing discipline even amid solid loan growth. Noninterest-bearing deposits declined modestly but total checking balances and lower-cost deposit categories remained stable. Liquidity coverage remains strong with 2x coverage"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970799275196770) 2025-07-20 16:29:46 UTC 4476 followers, XX engagements "$IIIN Insteel Industries Inc. Earnings Call Key Highlights: 📈 Strong Earnings and Margin Expansion Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share more than doubling from $XXX million or $XXXX per share in the prior year period. Adjusted EPS was $XXXX excluding $843000 in restructuring charges tied to welded wire manufacturing consolidation. Gross margin expanded by XXX basis points year-over-year to XXXX% driven by higher selling prices and favorable raw material spreads. Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946983536700924119) 2025-07-20 17:20:23 UTC 4476 followers, XXX engagements "$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 $XXXXX million the highest level since the firm began its strategic transformation. 🏦 Loan Growth"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946977097349513435) 2025-07-20 16:54:47 UTC 4474 followers, XXX engagements "$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](/creator/x/LongYield) on [X](/post/tweet/1946984416145719684) 2025-07-20 17:23:52 UTC 4477 followers, XXX engagements "$UAL United Airlines Holdings Inc. Earnings Call Key Highlights: (1/2) 🛫 Operational Recovery at Newark and National ATC Improvements Newark faced significant operational disruptions in Q2 due to a combination of FAA tech outages runway construction and ATC staffing shortages causing a 15-point drop in load factor and a 1.2-point hit to margins. By June Newark became the top-performing NYC-area airport in terms of cancellations and on-time performance aided by early runway completion FAA fiber optic upgrades and newly imposed hourly flight caps. These long-awaited caps supported by the DOT"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1945928390235611186) 2025-07-17 19:27:36 UTC 4476 followers, XXX engagements "$MCB Metropolitan Bank Holding Corp. Earnings Call Key Highlights: (2/2) 💳 Credit Quality and Provisions Provision expense totaled $XXX million reflecting both loan growth and adverse macroeconomic adjustments under the CECL model. $XXX million of the provision was attributed to a single nonperforming loan; management is confident in resolution during 2025. Asset quality remains robust with no material deterioration across sectors geographies or loan types. Conservative underwriting portfolio diversity and a relationship-based lending approach continue to support strong credit performance."  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946966678455124041) 2025-07-20 16:13:23 UTC 4476 followers, XX engagements "$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](/creator/x/LongYield) on [X](/post/tweet/1946330157951651917) 2025-07-18 22:04:05 UTC 4476 followers, XXX engagements "$WBS Webster Financial Corporation Earnings Call Key Highlights: (1/2) 💼 Strong Quarter and Solid Financial Metrics Achieved ROATCE of XX% and ROAA of nearly XXX% for Q2 2025; EPS increased to $XXXX from $XXXX in Q1. Tangible book value per share rose over X% to $35.13; net income to common shareholders rose by $XX million sequentially. NIM decreased slightly to XXXX% (3.42% excluding a non-accrual reversal) driven by seasonal deposit mix increased cash balances and marginal spread compression. Loan-to-deposit ratio held steady at XX% with strong balance sheet positioning and CET1 capital at"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946979492032885198) 2025-07-20 17:04:18 UTC 4476 followers, XXX engagements "$TRV The Travelers Companies Inc. Earnings Call Key Highlights: (2/2) 📉 Catastrophe and Reserve Developments Catastrophe losses totaled $XXX million pretax (8.5 pts on the combined ratio) X points lower than internal Q2 planning estimates. Net favorable prior year reserve development of $XXX million pretax with key contributions from Personal Insurance ($155 million) Bond & Specialty ($81 million) and Business Insurance ($79 million). Workers comp reserve releases continue offsetting longer-tail exposures in runoff books like environmental and abuse claims. Favorable recent accident year"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946977850847793572) 2025-07-20 16:57:47 UTC 4475 followers, XXX engagements "$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](/creator/x/LongYield) on [X](/post/tweet/1943118835596275796) 2025-07-10 01:23:26 UTC 4476 followers, XXX engagements "$AA Alcoa Corporation Earnings Call Key Highlights: 🦺 Operational and Safety Performance Alcoa maintained a strong safety record in Q2 2025 with no fatal or serious injuries reported and injury rates trending below 2024 benchmarks. The company reinforced its field engagement initiative emphasizing leadership presence in operational environments to promote safety culture and drive compliance. Strong operational reliability was sustained across major production sites helping mitigate the volatility from external tariff and market pressures. Contingency planning and execution efficiency were"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1945932235657424986) 2025-07-17 19:42:53 UTC 4475 followers, XXX engagements "$ALLY Ally Financial Inc. Earnings Call Key Highlights: (1/2) 📊 Financial Performance & Earnings Adjusted EPS for Q2 2025 was $XXXX with core pre-tax income of $XXX million both reflecting double-digit YoY growth. GAAP EPS came in at $XXXX. Net interest margin (NIM) excluding core OID expanded to XXXX% up XX basis points sequentially despite a XX basis point drag from the credit card portfolio sale. Core return on tangible common equity (ROTCE) was XXXX% or XX% when adjusted for AOCI benefits indicating healthy and sustainable profitability. Adjusted noninterest expense declined for the"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946328265313935829) 2025-07-18 21:56:34 UTC 4474 followers, XXX engagements "$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](/creator/x/LongYield) on [X](/post/tweet/1946182117714538740) 2025-07-18 12:15:49 UTC 4476 followers, XXX engagements "$ALV Autoliv Inc. Earnings Call Key Highlights: (2/2) 📊 Cash Flow CapEx and Working Capital Trends Free operating cash flow was $XXX million down from $XXX million YoY due to working capital buildup but partially offset by lower CapEx. CapEx-to-sales ratio declined to XXX% from XXX% last year driven by reduced footprint investments in Europe and Americas and moderated capacity expansion in Asia. Trade working capital rose to XXXX% of sales up from XXXX% YoY driven by $XXX million in higher receivables; seen as a temporary shift due to strong Q2 close. Cash conversion over the last XX months"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946972978291356124) 2025-07-20 16:38:25 UTC 4476 followers, XXX engagements "$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 $XXX billiona XX% increase over H1 2024. Total client interactions across all channels rose XX% YoY; Schwab supported XX million calls year-to-date with average wait times under XX seconds. Retail engagement continued to grow with a"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946971907204800539) 2025-07-20 16:34:10 UTC 4476 followers, XXX engagements "$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 $XXX million or XXX% driven by growth across municipal trustee and lending verticals underpinning the bank's core-funded model. The weighted average coupon (WAC) on originations stood at XXXX% with nearly XX% of new originations being floating rate enhancing asset sensitivity. Loan growth is projected to"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946966627230036293) 2025-07-20 16:13:11 UTC 4476 followers, XXX engagements "$WIT Wipro Limited Earnings Call Key Highlights: (2/2) 🤝 Client Engagement & Large Deal Wins Executed XX large deals in FY XX valued at $XXX billion representing a XXXX% YoY growth with two major deals classified as mega wins. Wipros large account strategy drove strong performance in its top X and top XX clients; early-stage consulting engagements with AI roadmapping gained traction. AI now plays a central role in all large-scale transformations enabling improved productivity business model redesign and better customer experiences. Net Promoter Scores and overall client satisfaction improved"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946326540813287874) 2025-07-18 21:49:42 UTC 4474 followers, XXX engagements "$OZK Bank OZK Earnings Call Key Highlights: (2/2) 📈 Net Interest Margin and Capital Management With deposit costs stabilizing and continued asset growth the bank is managing NIM effectively despite macro headwinds. Internal expectations suggest NIM performance will hinge on future Fed policy moves though no major cost reductions are expected in the near term. The balance sheet remains robust with adequate capital to support loan and branch expansion while maintaining conservative risk management practices. Management emphasized its high bar for M&A citing the strength of organic growth and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946967283290534179) 2025-07-20 16:15:47 UTC 4474 followers, XX engagements "$SMPL The Simply Good Foods Company Earnings Call Key Highlights: 🍫 Q3 Financial Performance and Sales Growth Net sales increased XXXX% year-over-year to $XXX million driven by OWYNs contribution of $XXXX million and XXX% organic growth led by Quest. Gross profit rose XXX% to $XXXXX million though gross margin declined XXX bps to XXXX% due to elevated input costs notably cocoa and whey. Adjusted EBITDA grew XXX% to $XXXX million with adjusted EPS at $XXXX versus $XXXX in the prior year. Fiscal year-to-date net sales are up XXXX% supporting gross profit growth of XXX% and adjusted EBITDA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943691297979617379) 2025-07-11 15:18:12 UTC 4474 followers, XXX engagements "$USB U.S. Bancorp Earnings Call Key Highlights: 📈 Earnings and Profitability Metrics Reported Q2 2025 earnings per share of $XXXX on net income of $XXX billion representing a XX% year-over-year increase on an adjusted basis. Return on tangible common equity reached XX% with return on average assets at 1.08%. Operating leverage was positive for the fourth consecutive quarter with adjusted revenue growth outpacing expenses by XXX basis points. Efficiency ratio improved to XXXX% supported by ongoing expense control and digital productivity gains. 💰 Fee Income Performance Total fee revenue"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946331052122706085) 2025-07-18 22:07:38 UTC 4474 followers, XXX engagements "$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 $XXXX from other comprehensive income (OCI) improvement. Core pre-provision net revenue (PPNR) return on average"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946974118697480531) 2025-07-20 16:42:57 UTC 4476 followers, XXX engagements "$RIVN Rivian Automotive Inc. Earnings Call Key Highlights: (1/2) 🚗 R1 Product Performance and Brand Loyalty The R1S continues to lead as the best-selling electric SUV in the premium market segment underscoring Rivians strong brand positioning. Rivian boasts an XX% customer repurchase intent approximately XX points above the nearest competitor reflecting high customer satisfaction and brand affinity. Macroeconomic factors rather than EV-specific dynamics are currently impacting consumer sentiment and purchasing behavior. The company is focused on broadening consumer awareness and leveraging"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1942375325037416918) 2025-07-08 00:08:59 UTC 4476 followers, XXX engagements "$GE General Electric Company Earnings Call Key Highlights: (2/2) 🧪 Technology and R&D Investment GE is investing $3B annually (68% of revenue) into R&D supporting current platforms and future propulsion technologies. The company leads the industry in composite fan blade technology improving durability and efficiency; now in 4th-gen with GE9X. GE9X is the most tested engine in company history (30000 cycles) including advanced dust testing to ensure launch maturity. The RISE program featuring open fan architecture promises XX% fuel burn reduction slower fan speed for safety and improved"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946182206545617003) 2025-07-18 12:16:11 UTC 4476 followers, XXX engagements "$BYRN Byrna Technologies Inc. Earnings Call Key Highlights: (1/2) 📈 Revenue and Profitability Growth Byrna reported Q2 2025 revenue of $XXXX million marking a XX% year-over-year increase driven by the launch of the Compact Launcher (CL) expanded dealer sales and increased brand adoption. Gross profit was $XXXX million or XX% of net revenue consistent with the prior year despite higher dealer sales reflecting a favorable product mix. Operating expenses rose to $XXXX million from $XXXX million year-over-year primarily due to increased selling expenses marketing spend and payroll costs related"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943658290962989071) 2025-07-11 13:07:02 UTC 4476 followers, 3009 engagements "$AXSM Axsome Therapeutics Inc. Q4 2024 Earnings Call Key Highlights: 💊 Strong Commercial Growth & Pipeline Expansion Total net product revenue for 2024: $XXX million reflecting XX% year-over-year growth driven by Auvelity and Sunosi. Auvelity net sales: $XXXXX million up XXX% YoY reinforcing its potential as a blockbuster depression treatment. Sunosi net revenue: $XXXX million up XX% YoY maintaining strong growth in excessive daytime sleepiness (EDS) treatment. Symbravo (new migraine treatment) approved on Jan XX 2025 with a commercial launch planned in the coming months. 📈 Financial"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1891938853499568587) 2025-02-18 19:52:27 UTC 4475 followers, XXX engagements "$ALLY Ally Financial Inc. Earnings Call Key Highlights: (2/2) 📉 Credit Trends & Provisioning Consolidated NCO rate improved to XXXX% down XX basis points sequentially helped by the card business sale and strong performance in retail auto. Provision for credit losses was $XXX million down XX% QoQ and XX% YoY primarily due to the credit card sale and continued portfolio seasoning. Retail auto coverage remained steady at XXXX% while consolidated reserve coverage increased slightly due to loan mix dynamics. Improved delinquency trends and stable used car pricing supported a narrowed FY 2025"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946328315830149549) 2025-07-18 21:56:46 UTC 4474 followers, XXX engagements "$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 $XXX million. Return on tangible common equity (ROTCE) reached XX% marking top-tier performance within the peer group. Tangible book value plus dividends continues to grow at a top-quartile rate over the 3- and 5-year periods. Management reaffirmed focus on long-term value creation through consistent profitability"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946971300297167178) 2025-07-20 16:31:45 UTC 4474 followers, XXX engagements "$TCBI Texas Capital Bancshares Inc. Earnings Call Key Highlights: (2/2) 📉 Expense Management and Operational Efficiency Adjusted noninterest expense decreased $XXXX million sequentially with year-over-year increase limited to $900000 despite capability expansion. Expense outlook for 2025 reduced to mid- to high-single-digit growth from prior high-single-digit guidance reflecting structural efficiencies. Platform investments focused on scalable fee-based areas with continued cost discipline in legacy operations. Expected Q3 and Q4 noninterest expense to be in the mid-to-high $XXX million"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946977167675392238) 2025-07-20 16:55:04 UTC 4474 followers, XXX engagements "$WAL Western Alliance Bancorporation Earnings Call Key Highlights: (1/2) 📈 Loan and Deposit Growth Achieved over $X billion in sequential loan growth for the second straight quarter driven by strong C&I momentum from both regional and national business lines. Deposits grew by nearly $X billion in Q2 including robust contributions from noninterest-bearing deposits consumer digital channels and digital asset banking ($400 million growth). Mortgage warehouse and specialty escrow segments added significantly with $XXX million of growth in escrow. Bank remains on track to meet its full-year"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946975878925185395) 2025-07-20 16:49:57 UTC 4476 followers, XXX engagements "$SCHW The Charles Schwab Corporation Special Call Key Highlights: (2/2) 💼 Strategic Initiatives and Business Model Strength Schwab emphasized a through clients eyes strategy with investments in digital wealth and banking solutions to deepen relationships and consolidate client assets. The firm is broadening platform monetization opportunities including retail alternatives tax and estate tools and expanded wealth offerings. Advisor Pro Direct launched to support independence for new RIAs; new discretionary wealth management products and retail alternatives platform introduced. Schwab aims to"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946971953342173465) 2025-07-20 16:34:21 UTC 4476 followers, XXX engagements "$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (2/2) 📈 Performance Metrics and Morningstar Ratings XX% of AUM outperformed benchmarks in Q2; XX% outperformed on a one-year basis. Long-term performance remains robust with XX% of AUM beating benchmarks over ten years and excess returns exceeding XXX basis points across all major time periods. Morningstar ratings remain strong with XX% of open-end fund AUM rated X or X stars underscoring consistent alpha generation across strategies. Firm continues to outperform performance targets contributing to ongoing investment appeal across"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976612966121561) 2025-07-20 16:52:52 UTC 4475 followers, XXX engagements "$HIBB Hibbett Inc. Earnings Call Key Highlights: Financial Performance: Hibbett reported a slight decrease in total net sales for Q3 fiscal '24 dropping XXX% to $XXXXX million from $XXXXX million in Q3 fiscal '23. Overall comp sales decreased XXX% year-over-year. E-commerce sales increased by XXXX% and represented XX% of net sales. Strong Footwear Sales: Footwear continued to drive sales especially in premium brands benefiting from a regular schedule of new product launches and strong vendor relationships. Nike Connected Partnership: The launch of the Nike Connected partnership linking"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1727450713427415049) 2023-11-22 22:15:19 UTC 4476 followers, XXX engagements "$ASML ASML Holding N.V. Earnings Call Key Highlights: (1/2) 🧾 Q2 2025 Financial Performance Total net sales reached XXX billion at the upper end of guidance driven by one High NA system revenue and strong upgrade business. Net system sales were XXX billion with XXX billion from EUV and XXX billion from non-EUV systems; Logic contributed XX% and Memory 31%. Installed Base Management sales came in at XXX billion above guidance reflecting robust upgrade demand and growing service revenue. Gross margin was XXXX% boosted by high upgrade activity and one-off cost benefits partially offset by"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1945568564733182073) 2025-07-16 19:37:47 UTC 4477 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](/creator/x/LongYield) on [X](/post/tweet/1946976544909344921) 2025-07-20 16:52:36 UTC 4474 followers, XXX engagements "🚀 Netflix's Q2 2025 earnings: Revenue up XX% to $11B subs surge 4.5M margins hit XX% Ads doubling & blockbuster slate aheaddespite stock dip it's a buy Dive into my analysis: #Netflix #Earnings #StreamingWars"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946341155982999891) 2025-07-18 22:47:47 UTC 4476 followers, XXX engagements "$ABT Abbott Laboratories Earnings Call Key Highlights: (1/2) 📈 Overall Financial Performance Q2 2025 organic sales (excluding COVID testing) rose XXX% with total reported growth of 6.9%; H1 2025 organic growth stood at 8%. Adjusted EPS for the quarter was $XXXX up XX% YoY and XX% sequentially exceeding consensus estimates and reflecting double-digit bottom-line growth. Gross margin and operating margin both expanded by XXX basis points YoY reaching XX% and XXXX% of sales respectively. Full-year outlook reaffirmed despite macro headwinds with expectations of continued high single-digit sales"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946330118982451279) 2025-07-18 22:03:56 UTC 4476 followers, XXX engagements "$IBKR Interactive Brokers Group Inc. Earnings Call Key Highlights: 📊 Record Financial Performance Interactive Brokers posted record net revenues and pretax income in Q2 2025 with pretax profit exceeding $X billion for the third consecutive quarter. Commissions reached an all-time high of $XXX million up XX% YoY despite the SEC fee being reduced to zero mid-quarter which if unchanged would have added $XX million. Net interest income hit a record $XXX million benefiting from higher cash balances securities lending and a $XX million one-time tax recovery. The firm maintained industry-leading"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946321279956459822) 2025-07-18 21:28:48 UTC 4474 followers, XXX engagements "$GS The Goldman Sachs Group Inc. Earnings Call Key Highlights: 🏦 Financial Performance: 📊 Goldman Sachs delivered strong Q2 2025 results generating net revenues of $XXXX billion and earnings per share of $XXXXX. 💰 Return on Equity (ROE) stood at XXXX% for Q2 and XXXX% for the first half of 2025. 📈 Total quarterly operating expenses were $XXX billion including non-compensation expenses of $XXX billion up X% year-over-year due to transaction-related costs. 📌 Firm-wide net interest income reached $XXX billion driven by increased interest-earning assets. 💼 Investment Banking Momentum: 🌎"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1945617462457774198) 2025-07-16 22:52:05 UTC 4476 followers, 1429 engagements "$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 $XXX billion with XXX% conversion"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946967834283630620) 2025-07-20 16:17:59 UTC 4476 followers, XXX engagements "$FITB Fifth Third Bancorp Earnings Call Key Highlights: (1/2) 📈 Earnings Performance and Profitability Q2 2025 adjusted EPS was $XXXX exceeding consensus estimates; adjusted return on assets was XXX% and return on tangible common equity stood at 18%. Adjusted PPNR rose XX% year-over-year driven by X% growth in adjusted revenues including X% NII growth. The efficiency ratio improved to XXXX% with XXX basis points of positive operating leveragemarking the third consecutive quarter of such leverage. Tangible book value per share increased XX% year-over-year and X% sequentially supported by"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946978296043913233) 2025-07-20 16:59:33 UTC 4474 followers, XXX engagements "$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 $10.80"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946322481700131045) 2025-07-18 21:33:35 UTC 4474 followers, XXX engagements "$TSM Taiwan Semiconductor Manufacturing Company Limited Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance Q2 revenue rose XXXX% QoQ in USD terms to $XXXX billion exceeding prior guidance driven by strong demand for 3nm and 5nm technologies despite FX headwinds. Gross margin declined slightly by XXX percentage points to XXXX% impacted by foreign exchange losses and initial dilution from overseas fabs. Operating margin improved to XXXX% aided by operating leverage while EPS grew XXXX% YoY to TWD XXXXX. Return on equity was 34.8%. TSMC ended Q2 with TWD XXX trillion"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946014853803434225) 2025-07-18 01:11:11 UTC 4477 followers, XXX engagements "$CMA Comerica Incorporated Earnings Call Key Highlights: (2/2) 📉 Expense Discipline and Revised Guidance Noninterest expenses fell $XX million quarter-over-quarter due to lower litigation costs and seasonal declines in compensation. Expense tailwinds included one-time benefits such as litigation recoveries asset sales and state tax recoveries; partially offset by modest increases in processing and advertising. FY2025 noninterest expense growth guidance was revised downward to X% from prior estimates reflecting strong YTD performance and tighter cost controls. Third quarter expenses expected"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946973506375426220) 2025-07-20 16:40:31 UTC 4477 followers, XXX engagements "$CAG Conagra Brands Inc. Earnings Call Key Highlights: (2/2) 🥫 Innovation and Premiumization in Frozen Banquet Mega Chicken Filets emerged as FY25s top innovation exceeding sales expectations and validating the demand for premium multi-serve frozen formats. The product commands a higher dollar ring per unit and is viewed as a strong competitor to QSR chicken offerings like Chick-fil-A; demand outpaced capacity prompting further investment in chicken infrastructure. The broader frozen innovation pipeline focuses on higher-quality larger-portion and more premium products to justify higher"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943663736834740533) 2025-07-11 13:28:41 UTC 4476 followers, XXX engagements "$WAL Western Alliance Bancorporation Earnings Call Key Highlights: (2/2) 📉 Allowance for Credit Losses and Reserve Adequacy Allowance for credit losses (ACL) on funded loans rose $X million to $XXX million maintaining a coverage ratio of 0.78%. Management emphasized confidence in reserve adequacy highlighting the conservative real estate valuations and structural loan protections. Adjusted ACL coverage using normalized industry loan mix would exceed X% reflecting strong collateral and underwriting standards. Despite OREO increase reserve adequacy affirmed as assets were marked conservatively"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946975924680859868) 2025-07-20 16:50:08 UTC 4475 followers, XXX engagements "$BK The Bank of New York Mellon Corporation Earnings Call Key Highlights: 💰 Strong Financial Performance and Profitability Metrics Q2 2025 EPS of $XXXX increased XX% year-over-year; excluding notable items EPS was $XXXX up 28%. Total revenue surpassed $X billion for the first time up X% year-over-year driven by strength in investment services and NII. Pre-tax margin expanded to XX% and ROTCE improved significantly to XX% reflecting benefits of the multiyear transformation strategy. Expense growth was well-controlled at X% enabling roughly XXX basis points of positive operating leverage on"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1945208569244029325) 2025-07-15 19:47:17 UTC 4474 followers, XXX engagements "$SOFI SoFi Technologies Inc. Presents at Mizuho Technology Conference 2025 Key Highlights: 📈 Strong Member and Credit Health Performance SoFi reported record performance in Q1 2025 across member growth product adoption revenue and originations describing it as their best quarter to date. Credit quality remains strong with three consecutive quarters of declining net charge-off (NCO) rates in personal loans and two quarters in student loan refinancing. The borrower base maintains high creditworthiness with average FICO scores around XXX and average incomes ranging between $135000 and $160000"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943117436552986791) 2025-07-10 01:17:52 UTC 4474 followers, XXX engagements "$CTAS Cintas Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly and Full-Year Financial Performance Q4 FY2025 revenue grew X% YoY to $XXXX billion with organic growth of X% driven by strong execution across all business segments. Full-year FY2025 revenue reached a record $XXXXX billion an increase of XXX% with X% organic growth and robust profitability across segments. Operating margin for the full year hit an all-time high of XXXX% up from XXXX% in FY2024 supported by continued cost discipline and efficiency gains. Diluted EPS for Q4 rose X% YoY to $1.09; full-year diluted EPS"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946329765700317301) 2025-07-18 22:02:31 UTC 4476 followers, XXX engagements "$MS Morgan Stanley Earnings Call Key Highlights: 📊 Financial Performance and Returns Morgan Stanley reported Q2 2025 revenues of $XXXX billion EPS of $XXXX and a return on tangible common equity (ROTCE) of 18.2%. The firm achieved a strong H1 2025 with $XXXX billion in revenue and $XXXX EPS demonstrating resilience across multiple market backdrops. Efficiency ratio for the first half stood at XX% reflecting disciplined expense management cost-saving from real estate exits and productivity gains through technology investments. Capital strength remained robust with a CET1 ratio of XX% over 200"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946323796698517994) 2025-07-18 21:38:48 UTC 4474 followers, XXX engagements "$OFG OFG Bancorp Earnings Call Key Highlights: 🏦 Record Financial and Operational Performance Q2 2025 EPS increased XXX% YoY to $XXXX supported by core revenue growth of XXX% and strong operating leverage. Total assets reached a record $XXXX billion up X% YoY; loans held for investment exceeded $XXX billion growing X% YoY and $XXX million sequentially. ROAA was XXXX% and ROATCE reached 17%; tangible book value per share climbed to $XXXXX. OFG repurchased 186000 shares during the quarter and authorized a new $XXX million share buyback program underscoring capital strength and shareholder"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946983765177237664) 2025-07-20 17:21:17 UTC 4474 followers, XXX engagements "$BSVN Bank7 Corp. Earnings Call Key Highlights: 💵 Record Core Earnings and Profitability Bank7 reported one of its best quarters ever driven by robust loan and deposit growth stable NIM performance and disciplined expense control. Net interest margin remained at the high end of historical ranges supported by the banks balanced asset-liability strategy and use of loan floors. Efficiency ratio remained low in the 36%38% range underscoring strong operating leverage and cost discipline. Asset quality remained solid with continued low nonperforming assets and minimal charge-offs reflecting strong"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946982912173191572) 2025-07-20 17:17:54 UTC 4475 followers, XXX engagements "$CMA Comerica Incorporated Earnings Call Key Highlights: (1/2) 💰 Earnings Growth and Shareholder Returns Reported Q2 2025 earnings per share of $XXXX marking a XX% increase over the prior quarter driven by favorable loan trends fee income and expense controls. Returned $XXX million to shareholders via dividends and share repurchases while maintaining strong capitalization with CET1 at XXXXX% well above the XX% strategic target. Tax expense declined during the quarter due to discrete tax items supporting net income growth despite flat net interest income. Strong efficiency improvement with a"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946973404986593769) 2025-07-20 16:40:07 UTC 4477 followers, XXX engagements "$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](/creator/x/LongYield) on [X](/post/tweet/1946967910171267176) 2025-07-20 16:18:17 UTC 4476 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$2.5B on a non-FTE basis assuming two Fed rate cuts starting in September. Effective tax rate expected at 20%21% for FY25; XX% YTD due to discrete benefits with H2 normalizing to 21%. Management reiterated NIM guidance of XXXX% for the year with a likely exit run rate between 3.35%3.40%. Modest spread compression anticipated from increased high-quality lending elevated cash balances and long-term debt issuance all of which"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946979540330250374) 2025-07-20 17:04:30 UTC 4475 followers, XXX engagements "$NVS Novartis AG Earnings Call Key Highlights: (2/2) 🧪 Renal Portfolio Expansion and Innovation Fabhalta showed steady U.S. growth in IgAN and early C3G launch signs now approved in 30+ countries. Vanrafia launch progressing with strong HCP feedback due to favorable oral administration and lack of REMS; early access and enrollment targets exceeded. Zigakibart (anti-APRIL) 100-week Phase II data showed XX% proteinuria reduction stable eGFR and good safety. BEYOND Phase III readout expected H1 2026; potential third renal asset to address IgAN and related conditions. 🥜 Remibrutinib Shows"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946979023357092333) 2025-07-20 17:02:26 UTC 4476 followers, XXX engagements "$PNC The PNC Financial Services Group Inc. Earnings Call Key Highlights: 💰 Financial Performance and Capital Return PNC reported net income of $XXX billion for Q2 2025 or $XXXX per diluted share with XX% year-over-year PPNR growth and strong operating leverage. Total revenue increased X% sequentially while noninterest expense remained stable resulting in X% positive operating leverage. The bank returned $X billion in capital to shareholders during the quarter including $XXX million in common dividends and $XXX million in share repurchases. The Board approved a X% dividend increase raising"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946324435050356938) 2025-07-18 21:41:20 UTC 4474 followers, XXX engagements "$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 $XXXX year-over-year; adjusted EBITDA margin reached XX% increasing XX basis points sequentially. Margins improved across X of X divisions led by Digital & Integration which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970202593182093) 2025-07-20 16:27:23 UTC 4476 followers, XXX engagements "$TFC Truist Financial Corporation Earnings Call Key Highlights: (1/2) 📊 Financial Performance and Profitability Reported Q2 2025 net income available to common shareholders of $XXX billion or $XXXX per share including $XXXX in restructuring charges and $XXXX from investment securities losses. Adjusted revenues grew XXX% sequentially led by a XXX% increase in net interest income and XXX% rise in noninterest income. Adjusted expenses increased XXX% sequentially driven primarily by annual merit increases and strategic hiring; year-over-year expenses rose 2.1%. Tangible return on common equity"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946972494206009362) 2025-07-20 16:36:30 UTC 4474 followers, XXX engagements "$NVS Novartis AG Earnings Call Key Highlights: (1/2) 🌍 Strong Financial Performance Novartis reported XX% sales growth in constant currency and XX% growth in core operating income for Q2 2025. The core operating margin improved by XXX basis points to XXXX% and core EPS rose XX% to $XXXX. Free cash flow reached $XXX billion in Q2 a XX% increase YoY; H1 free cash flow totaled nearly $XX billion. Upgraded full-year 2025 core operating income guidance to low teens growth driven by robust brand performance and operational efficiencies. 📈 Kisqali's Accelerated Momentum Kisqali sales surged 64%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946978900954992734) 2025-07-20 17:01:57 UTC 4476 followers, XXX engagements "$CAG Conagra Brands Inc. Earnings Call Key Highlights: (1/2) 📉 Fiscal 2026 Margin Outlook and Investment Strategy Conagra projects temporary margin compression in fiscal 2026 as it prioritizes volume growth in frozen and snacks despite continued inflation totaling X% (4% core + X% tariff-related). The strategy is driven by a need to protect long-term brand equity and restore positive volume momentum following multiple years of volume declines across the industry. Management emphasized this is not a structural reset but a transitional period with margin expansion expected in fiscal 2027"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943663681922875502) 2025-07-11 13:28:27 UTC 4476 followers, XXX engagements "$KMI Kinder Morgan Inc. Earnings Call Key Highlights: 🌍 Global Natural Gas Demand and U.S. LNG Export Advantage Global gas demand is projected to grow XX% by 2050 fueled by population and economic growth in Asia and Africa where LNG is the primary solution due to limited domestic resources. The U.S. has led global natural gas production for XX years and became the top LNG exporter in 2023 a position strengthened by global geopolitical tensions and supply security concerns. U.S. LNG feed gas demand is forecasted to rise by XXX Bcf/d in summer 2025 and more than double by 2030; Kinder Morgan"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946984067628425301) 2025-07-20 17:22:29 UTC 4476 followers, XXX engagements "$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](/creator/x/LongYield) on [X](/post/tweet/1946978331871576130) 2025-07-20 16:59:42 UTC 4476 followers, XXX engagements "$SIFY Sify Technologies Limited Earnings Call Key Highlights: (2/2) 📊 Segment-Level EBITDA Performance and Consolidated Margin Outlook Data Center EBITDA margin stood at approximately XX% Network Services at XX% while Digital IT Services remained negative due to early-stage investments. Consolidated EBITDA margin for the quarter was around XX% in line with recent quarters reflecting mixed contributions across the three segments. Management reaffirmed long-term aspiration to improve group-level EBITDA margin toward XX% driven by operating leverage and digital services turnaround. Expected"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946974465109156204) 2025-07-20 16:44:20 UTC 4476 followers, XXX engagements "$SFNC Simmons First National Corporation Earnings Call Key Highlights: (1/2) 💵 Net Interest Income and Margin Expansion Net interest margin (NIM) reached XXXX% during Q2 2025 exceeding expectations and surpassing internal performance benchmarks earlier than anticipated. NIM expansion primarily driven by asset-side repricing particularly from lower-yielding fixed-rate loans maturing and being replaced with higher-yielding variable-rate production. Approximately XX% of loan production in the quarter was variable-rate continuing a trend of mix shift favoring rate-sensitive assets. Management"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946975108767064392) 2025-07-20 16:46:53 UTC 4474 followers, XXX engagements "$FAST Fastenal Company Earnings Call Key Highlights: 📈 Record-Breaking Quarterly Revenue: Fastenal achieved an all-time high quarterly revenue surpassing $X billion for the first time up XXX% year-over-year marking the highest growth since early 2023. Growth was primarily driven by market share gains and robust contract signings as underlying market conditions remained relatively sluggish. Pricing contributed positively accounting for approximately XXX to XXX basis points of sales growth despite challenging economic conditions. This historic performance underscores the successful execution"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1944876753903870179) 2025-07-14 21:48:46 UTC 4474 followers, XXX engagements "$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 $XXX million or XXXX% of loans. NPL coverage ratio rose sharply to XXX% reflecting improved reserve adequacy and conservative CRE"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976298225574268) 2025-07-20 16:51:37 UTC 4474 followers, XXX engagements "$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 $245M"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1927072733608706419) 2025-05-26 18:41:57 UTC 4474 followers, XXX engagements "$TFC Truist Financial Corporation Earnings Call Key Highlights: (2/2) 📉 Credit Quality and Loan Loss Provisions Net charge-offs declined by X basis points to XX bps; consumer net charge-offs reached their lowest level since Q3 2023. Allowance for loan and lease losses (ALLL) declined X basis points to XXXX% driven by improved outlooks in CRE office and multifamily segments. Nonperforming loans declined X basis points sequentially to XXXX% of total loans supported by reductions in CRE and C&I nonaccruals. Provision exceeded charge-offs by $XX million but overall credit trends remained stable;"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946972538040381804) 2025-07-20 16:36:40 UTC 4476 followers, XXX engagements "$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 $X billion at the midpoint from the prior forecast largely due to FX tailwinds but also underpinned by stronger-than-expected member growth and rising ad revenue. Operating margin guidance was increased to XX% (reported) and XXXX% FX-neutral reflecting higher revenue with largely unchanged operating expenses. Despite a XXXX% margin forecast for Q3 full-year margin remains guided at XX% due to a timing-based expense ramp in"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946320225278083073) 2025-07-18 21:24:37 UTC 4474 followers, XXX engagements "$RIVN Rivian Automotive Inc. Earnings Call Key Highlights: (2/2) 💰 Cost Reduction Initiatives and Gen X Efficiencies Rivian has achieved a $22500 year-over-year reduction in cost of goods sold per unit largely driven by the Gen X R1 redesign. Major savings stem from a redesigned battery structure and transition to zonal electrical architecture which eliminated over XXX miles of wiring. Further refinements in wire harness design for the R2 and commercial van programs are delivering additional cost efficiencies. Supplier renegotiations and scale-driven fixed cost leverage are setting the stage"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1942375328015430046) 2025-07-08 00:09:00 UTC 4475 followers, XXX engagements "$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 $XXXXX. Net card fees grew XX% year-over-year on an"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946327451614736535) 2025-07-18 21:53:20 UTC 4477 followers, XXX engagements "$SFNC Simmons First National Corporation Earnings Call Key Highlights: (2/2) 👔 Talent Investment and Strategic Hiring Initiatives Management underscored its ongoing commitment to recruiting top talent across business lines enabled by cost savings and process automation investments. Strong track record of successful hiring and integration across front office operations and technology roles has supported growth and customer service improvements. M&A-related market disruption in Simmons footprint (particularly Texas and Nashville) has created opportunities to attract both talent and customer"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946975186034532844) 2025-07-20 16:47:12 UTC 4474 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 $XXX million of XXXX% FHLB debt on April XX lowering funding costs and supporting further NIM improvement. Spot margin for June reported at 3.40%; Q3 margin projected in the mid-3.60%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946974153808171409) 2025-07-20 16:43:05 UTC 4476 followers, XX engagements "$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$95M. Wealth management posted record fee income with an 8%+ CAGR since 2018; named best in trust services and wealth planning"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946971401589592220) 2025-07-20 16:32:09 UTC 4476 followers, XX engagements "$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 $XXXX billion in repayments recorded by mid-July. Branch"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946967236423434312) 2025-07-20 16:15:36 UTC 4476 followers, XXX engagements "$TRV The Travelers Companies Inc. Earnings Call Key Highlights: (1/2) 💼 Strong Earnings and Profitability Core income for Q2 2025 reached $XXX billion translating to $XXXX per diluted share with a core ROE of XXXX% and XXXX% on a trailing 12-month basis. Reported combined ratio improved nearly XX points year-over-year to XXXX% driven by significantly lower catastrophe losses stronger underlying underwriting results and favorable prior-year reserve development. Underlying underwriting income rose XX% year-over-year to $XXX billion pretax supported by a 3-point improvement in the underlying"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946977781201444965) 2025-07-20 16:57:30 UTC 4474 followers, XXX engagements "$SIFY Sify Technologies Limited Earnings Call Key Highlights: (1/2) 💼 Business Segment Revenue Breakdown Q1 FY2026 revenue totaled INR 10723 million a XX% year-over-year increase with contributions from Network Services (41%) Data Center Colocation (37%) and Digital IT Services (22%). EBITDA for the quarter was INR 2111 million up XX% YoY with margin pressure from planned investments in manpower and infrastructure. Loss before tax stood at INR XXX million and loss after tax at INR XXX million reflecting higher depreciation and interest costs associated with growth-oriented capex. Capex for"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946974422218186908) 2025-07-20 16:44:09 UTC 4476 followers, XXX engagements "$ELV Elevance Health Inc. Earnings Call Key Highlights: 📉 Full-Year Guidance Revision Elevance reduced its FY2025 adjusted EPS guidance to approximately $XX reflecting persistent elevated medical cost trends in ACA and slower-than-expected rate recovery in Medicaid. Management emphasized that this guidance reset does not anticipate a near-term recovery but rather incorporates prevailing conditions with a focus on transparency and execution. The decision follows similar adjustments by industry peers driven by elevated morbidity in ACA markets and increased utilization in Medicaid. Despite the"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946983239454720280) 2025-07-20 17:19:12 UTC 4474 followers, XXX engagements "$CFG Citizens Financial Group Inc. Earnings Call Key Highlights: 🌟 Strong Quarterly Financial Performance Citizens reported second-quarter 2025 EPS of $XXXX a XX% increase from Q1 exceeding expectations amid macroeconomic uncertainty. Net interest income (NII) rose XXX% sequentially driven by a X basis point net interest margin (NIM) expansion to XXXX% and modest growth in interest-earning assets. Fee income increased XX% quarter-over-quarter led by strength in wealth management card and mortgage services. Operating expenses remained broadly stable supporting XXX basis points of operating"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946980681965613525) 2025-07-20 17:09:02 UTC 4476 followers, XXX engagements "$ALV Autoliv Inc. Earnings Call Key Highlights: (1/2) 🚗 Record Sales and Earnings Performance Achieved highest second-quarter net sales in company history at over $XXX billion representing a X% year-over-year increase driven by strong outperformance across several regions. Adjusted operating income rose to $XXX million up XX% from $XXX million last year and adjusted operating margin improved by XX basis points to 9.3%. Record Q2 diluted EPS; earnings per share growth over the past five years has more than tripled supported by net profit expansion and share count reduction. Strong cash flow"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946972932967735483) 2025-07-20 16:38:14 UTC 4475 followers, XXX engagements "$HTHIY Hitachi Ltd. Q3 FY2024 Earnings Call Key Highlights: ⚡ Strong Growth Across Core Segments (GEM DSS CI) All three sectorsGreen Energy & Mobility (GEM) Digital Systems & Services (DSS) and Connective Industries (CI)reported year-on-year revenue and profit growth in Q3. GEM revenues surged XX% YoY driven by strong demand in renewable energy grid infrastructure (HVDC switchgear) and railway systems. DSS revenues increased XX% benefiting from modernization of mission-critical IT systems DX (digital transformation) projects and growth in cloud and security-related services. CI posted 9%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1909024851949662509) 2025-04-06 23:26:07 UTC 4477 followers, XXX engagements "$WIT Wipro Limited Earnings Call Key Highlights: (1/2) 🌐 Macroeconomic Environment & Sector Outlook The global environment in FY '25 was marked by deep uncertainty with economic headwinds shifting tariff regimes and geopolitical instability especially impacting discretionary spending in sectors like manufacturing and consumer. Despite this client demand for technology-led reinvention and AI-powered solutions remained resilient with companies turning to AI to drive velocity efficiency and sustained business value. Management highlighted growing client preference for cost consolidation and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946326489097519189) 2025-07-18 21:49:30 UTC 4474 followers, XXX engagements "$SLB Schlumberger Limited Earnings Call Key Highlights: (2/2) 📈 Second Half 2025 Outlook H2 revenue projected between $XXXX billion and $XXXX billion reflecting X months of ChampionX contribution and stable legacy SLB revenue. Growth to be back-end loaded with Q4 revenues expected to be high single digits above Q3 due to full quarter of ChampionX and seasonal digital/product sales. Adjusted EBITDA margins forecasted to remain flat relative to Q2 reflecting tariff impacts of 2040 basis points; margins would otherwise have expanded by that amount. On a like-for-like basis (including full"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970258432209225) 2025-07-20 16:27:37 UTC 4476 followers, XXX engagements "$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 $XXXX in headwinds related to pension amortization and the prior year legal gain. Gross margin remained strong at XXXX% down just XX bps despite XX bps in"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946982617422713335) 2025-07-20 17:16:43 UTC 4476 followers, XXX engagements "$FNB F.N.B. Corporation Earnings Call Key Highlights: (1/2) 💰 Strong Financial Performance and Capital Generation Reported net income available to common shareholders of $XXXXX million or $XXXX per share driven by record total revenue of $XXX million a XXX% increase quarter-over-quarter. Pre-provision net revenue rose XX% sequentially to $XXX million reflecting significant margin expansion and revenue growth. Capital levels reached record highs with CET1 at XXXX% tangible common equity at XXX% and tangible book value per share of $XXXXX up XX% year-over-year. The company repurchased 725000"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976257041637747) 2025-07-20 16:51:27 UTC 4474 followers, XXX engagements "$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 $XXXX. Return on tangible common equity (ROTCE) reached XXXX% and on an adjusted basis XXXX% supported by tangible book value growth of XX% year-over-year. Positive operating leverage was achieved"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970734653243407) 2025-07-20 16:29:30 UTC 4474 followers, XXX engagements "$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 $XXX million in share repurchases were"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946982221530759274) 2025-07-20 17:15:09 UTC 4474 followers, XXX engagements "$AXP American Express Company Earnings Call Key Highlights: (2/2) 💼 Expense Management & Operating Leverage Variable Customer Engagement (VCE) expenses grew faster than revenue in Q2 in line with expectations due to the premium mix and marketing investments. Operating expenses (excluding Accertify) rose X% YoY driven primarily by investments in enterprise risk management and technology as the business scales. Despite the higher OpEx AXP delivered four points of operating leverage since 2023 with OpEx as a percentage of revenue improving from XX% to 21%. Marketing spend grew in the mid-single"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946327504630972719) 2025-07-18 21:53:32 UTC 4474 followers, XXX engagements
[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.]
@LongYield LongYield
LongYield posts on X about eps, losses, investment, alltime the most. They currently have XXXXX followers and 1252 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +131%
- X Month XXXXXX +53%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Months XXXXX -XX%
- X Year XXXXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.18%
- X Month XXXXX +0.65%
- X Months XXXXX +5.70%
- X Year XXXXX +20%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% cryptocurrencies XXXX% countries XXXX% technology brands XXXX% automotive brands XXXX% currencies XXXX%
Social topic influence eps #193, losses #187, investment #2406, alltime 0.24%, currency #341, cash flow #66, momentum #517, 3m #227, macro 0.16%, $ctas XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @marketwirenews @thegreghead @r2discovery @smantel @divstockpile @everydaynorminv @friendlycapmgmt @chad_pumpiano
Top assets mentioned Cintas Corporation (CTAS) Huntington Bancshares Incorporated (HBAN) Texas Capital Bancshares, Inc. (TCBI) MUX Protocol (MCB) Metropolitan Bank Holding Corp. (MCB) Arcblock (ABT) Abbott Laboratories (ABT) Websea (WBS) Webster Financial, Corp. (WBS) TrustVerse (TRV) Travelers Companies Inc (TRV) Ally Financial, Inc. (ALLY) General Electric Company (GE) Alvey Chain (WALV) Autoliv, Inc. (ALV) Charles Schwab Corporation (SCHW) Witnet (WIT) Wipro Limited (WIT) Bank OZK (OZK) Independent Bank Corp/MA (INDB) Rivian Automotive, Inc. (RIVN) Regions Financial Corp (RF) Walrus (WAL) Western Alliance Bancorporation (WAL) Centric Swap (CNS) 3M Co (MMM) Fifth Third Bancorp (FITB) Comerica, Inc. (CMA) Change (CAG) Conagra Brands Inc (CAG) Novartis AG (NVS) Schlumberger NV (SLB) Truist Financial Corp (TFC) Simmons First National Corp (SFNC) F.N.B. Corp (FNB) American Express Company (AXP) PepsiCo, Inc. (PEP) Matrix AI Network (MAN) Unity Software, Inc. (U) SL Green Realty Corp. (SLG) United Airlines Holdings, Inc. (UAL) A3S Protocol (AA) Alcoa, Corp. (AA) The Simply Good Foods Company Common Stock (SMPL) US Bancorp (USB) Axsome Therapeutics, Inc (AXSM)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CTAS Cintas Corporation Earnings Call Key Highlights: (2/2) 🔧 Sales Strategy and Customer Retention Sales cycle and customer sentiment remain stable; new business wins driven by the companys value proposition not macro or pricing pressures. Retention rates remain near all-time highs with stable ad stops; pricing trends aligned with historical levels with no material change in customer behavior. Cintas' differentiated service model includes converting no programmers (self-managed uniforms) to rental services and expanding cross-selling within long-standing customer accounts. Example"
@LongYield on X 2025-07-18 22:02:43 UTC 4474 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 $30B operations are expected to unlock synergies in logistics sales and" @LongYield on X 2025-07-18 21:31:04 UTC 4475 followers, XXX engagements
"$MAN ManpowerGroup Inc. Earnings Call Key Highlights: 📉 Financial Performance and Revenue Trends System-wide revenue totaled $XXX billion while reported revenue stood at $XXX billion down X% YoY in constant currency. Adjusted EBITDA was $XX million representing a XX% decrease YoY. Adjusted EPS was $XXXX down XX% YoY in constant currency though $XXXX above the guidance midpoint. Reported EPS was a loss of $XXXX due to $XXXX in restructuring and $XXXX in impairment charges. Gross profit margin came in at XXXX% with a XX basis point negative impact from staffing mix shifts toward enterprise" @LongYield on X 2025-07-20 17:13:41 UTC 4476 followers, XXX engagements
"🎮 $U Unity Software Inc. Q4 2024 Earnings Call Key Highlights: 📈 Strong Q4 Performance & Financial Results Revenue of $442M up X% YoY exceeding the high-end of guidance. Adjusted EBITDA of $106M beating guidance by XX% with XX% EBITDA margins. Free cash flow of $106M up XX% YoY contributing to $286M FCF for the full year. Debt reduced by $415M maintaining a strong cash position of $1.5B. 🚀 Launch of AI-Powered Unity Vector Ad Platform Unity Vector will replace the Unity Ad Network leveraging AI-driven predictive modeling. Full migration begins in Q1 2025 expected to be completed by Q2." @LongYield on X 2025-02-20 18:38:40 UTC 4476 followers, XXX engagements
"$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (2/2) 🏦 Deposit Franchise Strength and Pricing Discipline Average deposits increased $XXX billion (1.1%) sequentially supported by X% and X% growth in consumer and business primary bank relationships respectively. Interest-bearing deposit costs declined X basis points sequentially highlighting strong pricing discipline even amid solid loan growth. Noninterest-bearing deposits declined modestly but total checking balances and lower-cost deposit categories remained stable. Liquidity coverage remains strong with 2x coverage" @LongYield on X 2025-07-20 16:29:46 UTC 4476 followers, XX engagements
"$IIIN Insteel Industries Inc. Earnings Call Key Highlights: 📈 Strong Earnings and Margin Expansion Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share more than doubling from $XXX million or $XXXX per share in the prior year period. Adjusted EPS was $XXXX excluding $843000 in restructuring charges tied to welded wire manufacturing consolidation. Gross margin expanded by XXX basis points year-over-year to XXXX% driven by higher selling prices and favorable raw material spreads. Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost" @LongYield on X 2025-07-20 17:20:23 UTC 4476 followers, XXX engagements
"$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 $XXXXX million the highest level since the firm began its strategic transformation. 🏦 Loan Growth" @LongYield on X 2025-07-20 16:54:47 UTC 4474 followers, XXX engagements
"$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 4477 followers, XXX engagements
"$UAL United Airlines Holdings Inc. Earnings Call Key Highlights: (1/2) 🛫 Operational Recovery at Newark and National ATC Improvements Newark faced significant operational disruptions in Q2 due to a combination of FAA tech outages runway construction and ATC staffing shortages causing a 15-point drop in load factor and a 1.2-point hit to margins. By June Newark became the top-performing NYC-area airport in terms of cancellations and on-time performance aided by early runway completion FAA fiber optic upgrades and newly imposed hourly flight caps. These long-awaited caps supported by the DOT" @LongYield on X 2025-07-17 19:27:36 UTC 4476 followers, XXX engagements
"$MCB Metropolitan Bank Holding Corp. Earnings Call Key Highlights: (2/2) 💳 Credit Quality and Provisions Provision expense totaled $XXX million reflecting both loan growth and adverse macroeconomic adjustments under the CECL model. $XXX million of the provision was attributed to a single nonperforming loan; management is confident in resolution during 2025. Asset quality remains robust with no material deterioration across sectors geographies or loan types. Conservative underwriting portfolio diversity and a relationship-based lending approach continue to support strong credit performance." @LongYield on X 2025-07-20 16:13:23 UTC 4476 followers, XX engagements
"$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 4476 followers, XXX engagements
"$WBS Webster Financial Corporation Earnings Call Key Highlights: (1/2) 💼 Strong Quarter and Solid Financial Metrics Achieved ROATCE of XX% and ROAA of nearly XXX% for Q2 2025; EPS increased to $XXXX from $XXXX in Q1. Tangible book value per share rose over X% to $35.13; net income to common shareholders rose by $XX million sequentially. NIM decreased slightly to XXXX% (3.42% excluding a non-accrual reversal) driven by seasonal deposit mix increased cash balances and marginal spread compression. Loan-to-deposit ratio held steady at XX% with strong balance sheet positioning and CET1 capital at" @LongYield on X 2025-07-20 17:04:18 UTC 4476 followers, XXX engagements
"$TRV The Travelers Companies Inc. Earnings Call Key Highlights: (2/2) 📉 Catastrophe and Reserve Developments Catastrophe losses totaled $XXX million pretax (8.5 pts on the combined ratio) X points lower than internal Q2 planning estimates. Net favorable prior year reserve development of $XXX million pretax with key contributions from Personal Insurance ($155 million) Bond & Specialty ($81 million) and Business Insurance ($79 million). Workers comp reserve releases continue offsetting longer-tail exposures in runoff books like environmental and abuse claims. Favorable recent accident year" @LongYield on X 2025-07-20 16:57:47 UTC 4475 followers, XXX engagements
"$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 4476 followers, XXX engagements
"$AA Alcoa Corporation Earnings Call Key Highlights: 🦺 Operational and Safety Performance Alcoa maintained a strong safety record in Q2 2025 with no fatal or serious injuries reported and injury rates trending below 2024 benchmarks. The company reinforced its field engagement initiative emphasizing leadership presence in operational environments to promote safety culture and drive compliance. Strong operational reliability was sustained across major production sites helping mitigate the volatility from external tariff and market pressures. Contingency planning and execution efficiency were" @LongYield on X 2025-07-17 19:42:53 UTC 4475 followers, XXX engagements
"$ALLY Ally Financial Inc. Earnings Call Key Highlights: (1/2) 📊 Financial Performance & Earnings Adjusted EPS for Q2 2025 was $XXXX with core pre-tax income of $XXX million both reflecting double-digit YoY growth. GAAP EPS came in at $XXXX. Net interest margin (NIM) excluding core OID expanded to XXXX% up XX basis points sequentially despite a XX basis point drag from the credit card portfolio sale. Core return on tangible common equity (ROTCE) was XXXX% or XX% when adjusted for AOCI benefits indicating healthy and sustainable profitability. Adjusted noninterest expense declined for the" @LongYield on X 2025-07-18 21:56:34 UTC 4474 followers, XXX engagements
"$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 4476 followers, XXX engagements
"$ALV Autoliv Inc. Earnings Call Key Highlights: (2/2) 📊 Cash Flow CapEx and Working Capital Trends Free operating cash flow was $XXX million down from $XXX million YoY due to working capital buildup but partially offset by lower CapEx. CapEx-to-sales ratio declined to XXX% from XXX% last year driven by reduced footprint investments in Europe and Americas and moderated capacity expansion in Asia. Trade working capital rose to XXXX% of sales up from XXXX% YoY driven by $XXX million in higher receivables; seen as a temporary shift due to strong Q2 close. Cash conversion over the last XX months" @LongYield on X 2025-07-20 16:38:25 UTC 4476 followers, XXX engagements
"$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 $XXX billiona XX% increase over H1 2024. Total client interactions across all channels rose XX% YoY; Schwab supported XX million calls year-to-date with average wait times under XX seconds. Retail engagement continued to grow with a" @LongYield on X 2025-07-20 16:34:10 UTC 4476 followers, XXX engagements
"$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 $XXX million or XXX% driven by growth across municipal trustee and lending verticals underpinning the bank's core-funded model. The weighted average coupon (WAC) on originations stood at XXXX% with nearly XX% of new originations being floating rate enhancing asset sensitivity. Loan growth is projected to" @LongYield on X 2025-07-20 16:13:11 UTC 4476 followers, XXX engagements
"$WIT Wipro Limited Earnings Call Key Highlights: (2/2) 🤝 Client Engagement & Large Deal Wins Executed XX large deals in FY XX valued at $XXX billion representing a XXXX% YoY growth with two major deals classified as mega wins. Wipros large account strategy drove strong performance in its top X and top XX clients; early-stage consulting engagements with AI roadmapping gained traction. AI now plays a central role in all large-scale transformations enabling improved productivity business model redesign and better customer experiences. Net Promoter Scores and overall client satisfaction improved" @LongYield on X 2025-07-18 21:49:42 UTC 4474 followers, XXX engagements
"$OZK Bank OZK Earnings Call Key Highlights: (2/2) 📈 Net Interest Margin and Capital Management With deposit costs stabilizing and continued asset growth the bank is managing NIM effectively despite macro headwinds. Internal expectations suggest NIM performance will hinge on future Fed policy moves though no major cost reductions are expected in the near term. The balance sheet remains robust with adequate capital to support loan and branch expansion while maintaining conservative risk management practices. Management emphasized its high bar for M&A citing the strength of organic growth and" @LongYield on X 2025-07-20 16:15:47 UTC 4474 followers, XX engagements
"$SMPL The Simply Good Foods Company Earnings Call Key Highlights: 🍫 Q3 Financial Performance and Sales Growth Net sales increased XXXX% year-over-year to $XXX million driven by OWYNs contribution of $XXXX million and XXX% organic growth led by Quest. Gross profit rose XXX% to $XXXXX million though gross margin declined XXX bps to XXXX% due to elevated input costs notably cocoa and whey. Adjusted EBITDA grew XXX% to $XXXX million with adjusted EPS at $XXXX versus $XXXX in the prior year. Fiscal year-to-date net sales are up XXXX% supporting gross profit growth of XXX% and adjusted EBITDA" @LongYield on X 2025-07-11 15:18:12 UTC 4474 followers, XXX engagements
"$USB U.S. Bancorp Earnings Call Key Highlights: 📈 Earnings and Profitability Metrics Reported Q2 2025 earnings per share of $XXXX on net income of $XXX billion representing a XX% year-over-year increase on an adjusted basis. Return on tangible common equity reached XX% with return on average assets at 1.08%. Operating leverage was positive for the fourth consecutive quarter with adjusted revenue growth outpacing expenses by XXX basis points. Efficiency ratio improved to XXXX% supported by ongoing expense control and digital productivity gains. 💰 Fee Income Performance Total fee revenue" @LongYield on X 2025-07-18 22:07:38 UTC 4474 followers, XXX engagements
"$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 $XXXX from other comprehensive income (OCI) improvement. Core pre-provision net revenue (PPNR) return on average" @LongYield on X 2025-07-20 16:42:57 UTC 4476 followers, XXX engagements
"$RIVN Rivian Automotive Inc. Earnings Call Key Highlights: (1/2) 🚗 R1 Product Performance and Brand Loyalty The R1S continues to lead as the best-selling electric SUV in the premium market segment underscoring Rivians strong brand positioning. Rivian boasts an XX% customer repurchase intent approximately XX points above the nearest competitor reflecting high customer satisfaction and brand affinity. Macroeconomic factors rather than EV-specific dynamics are currently impacting consumer sentiment and purchasing behavior. The company is focused on broadening consumer awareness and leveraging" @LongYield on X 2025-07-08 00:08:59 UTC 4476 followers, XXX engagements
"$GE General Electric Company Earnings Call Key Highlights: (2/2) 🧪 Technology and R&D Investment GE is investing $3B annually (68% of revenue) into R&D supporting current platforms and future propulsion technologies. The company leads the industry in composite fan blade technology improving durability and efficiency; now in 4th-gen with GE9X. GE9X is the most tested engine in company history (30000 cycles) including advanced dust testing to ensure launch maturity. The RISE program featuring open fan architecture promises XX% fuel burn reduction slower fan speed for safety and improved" @LongYield on X 2025-07-18 12:16:11 UTC 4476 followers, XXX engagements
"$BYRN Byrna Technologies Inc. Earnings Call Key Highlights: (1/2) 📈 Revenue and Profitability Growth Byrna reported Q2 2025 revenue of $XXXX million marking a XX% year-over-year increase driven by the launch of the Compact Launcher (CL) expanded dealer sales and increased brand adoption. Gross profit was $XXXX million or XX% of net revenue consistent with the prior year despite higher dealer sales reflecting a favorable product mix. Operating expenses rose to $XXXX million from $XXXX million year-over-year primarily due to increased selling expenses marketing spend and payroll costs related" @LongYield on X 2025-07-11 13:07:02 UTC 4476 followers, 3009 engagements
"$AXSM Axsome Therapeutics Inc. Q4 2024 Earnings Call Key Highlights: 💊 Strong Commercial Growth & Pipeline Expansion Total net product revenue for 2024: $XXX million reflecting XX% year-over-year growth driven by Auvelity and Sunosi. Auvelity net sales: $XXXXX million up XXX% YoY reinforcing its potential as a blockbuster depression treatment. Sunosi net revenue: $XXXX million up XX% YoY maintaining strong growth in excessive daytime sleepiness (EDS) treatment. Symbravo (new migraine treatment) approved on Jan XX 2025 with a commercial launch planned in the coming months. 📈 Financial" @LongYield on X 2025-02-18 19:52:27 UTC 4475 followers, XXX engagements
"$ALLY Ally Financial Inc. Earnings Call Key Highlights: (2/2) 📉 Credit Trends & Provisioning Consolidated NCO rate improved to XXXX% down XX basis points sequentially helped by the card business sale and strong performance in retail auto. Provision for credit losses was $XXX million down XX% QoQ and XX% YoY primarily due to the credit card sale and continued portfolio seasoning. Retail auto coverage remained steady at XXXX% while consolidated reserve coverage increased slightly due to loan mix dynamics. Improved delinquency trends and stable used car pricing supported a narrowed FY 2025" @LongYield on X 2025-07-18 21:56:46 UTC 4474 followers, XXX engagements
"$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 $XXX million. Return on tangible common equity (ROTCE) reached XX% marking top-tier performance within the peer group. Tangible book value plus dividends continues to grow at a top-quartile rate over the 3- and 5-year periods. Management reaffirmed focus on long-term value creation through consistent profitability" @LongYield on X 2025-07-20 16:31:45 UTC 4474 followers, XXX engagements
"$TCBI Texas Capital Bancshares Inc. Earnings Call Key Highlights: (2/2) 📉 Expense Management and Operational Efficiency Adjusted noninterest expense decreased $XXXX million sequentially with year-over-year increase limited to $900000 despite capability expansion. Expense outlook for 2025 reduced to mid- to high-single-digit growth from prior high-single-digit guidance reflecting structural efficiencies. Platform investments focused on scalable fee-based areas with continued cost discipline in legacy operations. Expected Q3 and Q4 noninterest expense to be in the mid-to-high $XXX million" @LongYield on X 2025-07-20 16:55:04 UTC 4474 followers, XXX engagements
"$WAL Western Alliance Bancorporation Earnings Call Key Highlights: (1/2) 📈 Loan and Deposit Growth Achieved over $X billion in sequential loan growth for the second straight quarter driven by strong C&I momentum from both regional and national business lines. Deposits grew by nearly $X billion in Q2 including robust contributions from noninterest-bearing deposits consumer digital channels and digital asset banking ($400 million growth). Mortgage warehouse and specialty escrow segments added significantly with $XXX million of growth in escrow. Bank remains on track to meet its full-year" @LongYield on X 2025-07-20 16:49:57 UTC 4476 followers, XXX engagements
"$SCHW The Charles Schwab Corporation Special Call Key Highlights: (2/2) 💼 Strategic Initiatives and Business Model Strength Schwab emphasized a through clients eyes strategy with investments in digital wealth and banking solutions to deepen relationships and consolidate client assets. The firm is broadening platform monetization opportunities including retail alternatives tax and estate tools and expanded wealth offerings. Advisor Pro Direct launched to support independence for new RIAs; new discretionary wealth management products and retail alternatives platform introduced. Schwab aims to" @LongYield on X 2025-07-20 16:34:21 UTC 4476 followers, XXX engagements
"$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (2/2) 📈 Performance Metrics and Morningstar Ratings XX% of AUM outperformed benchmarks in Q2; XX% outperformed on a one-year basis. Long-term performance remains robust with XX% of AUM beating benchmarks over ten years and excess returns exceeding XXX basis points across all major time periods. Morningstar ratings remain strong with XX% of open-end fund AUM rated X or X stars underscoring consistent alpha generation across strategies. Firm continues to outperform performance targets contributing to ongoing investment appeal across" @LongYield on X 2025-07-20 16:52:52 UTC 4475 followers, XXX engagements
"$HIBB Hibbett Inc. Earnings Call Key Highlights: Financial Performance: Hibbett reported a slight decrease in total net sales for Q3 fiscal '24 dropping XXX% to $XXXXX million from $XXXXX million in Q3 fiscal '23. Overall comp sales decreased XXX% year-over-year. E-commerce sales increased by XXXX% and represented XX% of net sales. Strong Footwear Sales: Footwear continued to drive sales especially in premium brands benefiting from a regular schedule of new product launches and strong vendor relationships. Nike Connected Partnership: The launch of the Nike Connected partnership linking" @LongYield on X 2023-11-22 22:15:19 UTC 4476 followers, XXX engagements
"$ASML ASML Holding N.V. Earnings Call Key Highlights: (1/2) 🧾 Q2 2025 Financial Performance Total net sales reached XXX billion at the upper end of guidance driven by one High NA system revenue and strong upgrade business. Net system sales were XXX billion with XXX billion from EUV and XXX billion from non-EUV systems; Logic contributed XX% and Memory 31%. Installed Base Management sales came in at XXX billion above guidance reflecting robust upgrade demand and growing service revenue. Gross margin was XXXX% boosted by high upgrade activity and one-off cost benefits partially offset by" @LongYield on X 2025-07-16 19:37:47 UTC 4477 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 4474 followers, XXX engagements
"🚀 Netflix's Q2 2025 earnings: Revenue up XX% to $11B subs surge 4.5M margins hit XX% Ads doubling & blockbuster slate aheaddespite stock dip it's a buy Dive into my analysis: #Netflix #Earnings #StreamingWars" @LongYield on X 2025-07-18 22:47:47 UTC 4476 followers, XXX engagements
"$ABT Abbott Laboratories Earnings Call Key Highlights: (1/2) 📈 Overall Financial Performance Q2 2025 organic sales (excluding COVID testing) rose XXX% with total reported growth of 6.9%; H1 2025 organic growth stood at 8%. Adjusted EPS for the quarter was $XXXX up XX% YoY and XX% sequentially exceeding consensus estimates and reflecting double-digit bottom-line growth. Gross margin and operating margin both expanded by XXX basis points YoY reaching XX% and XXXX% of sales respectively. Full-year outlook reaffirmed despite macro headwinds with expectations of continued high single-digit sales" @LongYield on X 2025-07-18 22:03:56 UTC 4476 followers, XXX engagements
"$IBKR Interactive Brokers Group Inc. Earnings Call Key Highlights: 📊 Record Financial Performance Interactive Brokers posted record net revenues and pretax income in Q2 2025 with pretax profit exceeding $X billion for the third consecutive quarter. Commissions reached an all-time high of $XXX million up XX% YoY despite the SEC fee being reduced to zero mid-quarter which if unchanged would have added $XX million. Net interest income hit a record $XXX million benefiting from higher cash balances securities lending and a $XX million one-time tax recovery. The firm maintained industry-leading" @LongYield on X 2025-07-18 21:28:48 UTC 4474 followers, XXX engagements
"$GS The Goldman Sachs Group Inc. Earnings Call Key Highlights: 🏦 Financial Performance: 📊 Goldman Sachs delivered strong Q2 2025 results generating net revenues of $XXXX billion and earnings per share of $XXXXX. 💰 Return on Equity (ROE) stood at XXXX% for Q2 and XXXX% for the first half of 2025. 📈 Total quarterly operating expenses were $XXX billion including non-compensation expenses of $XXX billion up X% year-over-year due to transaction-related costs. 📌 Firm-wide net interest income reached $XXX billion driven by increased interest-earning assets. 💼 Investment Banking Momentum: 🌎" @LongYield on X 2025-07-16 22:52:05 UTC 4476 followers, 1429 engagements
"$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 $XXX billion with XXX% conversion" @LongYield on X 2025-07-20 16:17:59 UTC 4476 followers, XXX engagements
"$FITB Fifth Third Bancorp Earnings Call Key Highlights: (1/2) 📈 Earnings Performance and Profitability Q2 2025 adjusted EPS was $XXXX exceeding consensus estimates; adjusted return on assets was XXX% and return on tangible common equity stood at 18%. Adjusted PPNR rose XX% year-over-year driven by X% growth in adjusted revenues including X% NII growth. The efficiency ratio improved to XXXX% with XXX basis points of positive operating leveragemarking the third consecutive quarter of such leverage. Tangible book value per share increased XX% year-over-year and X% sequentially supported by" @LongYield on X 2025-07-20 16:59:33 UTC 4474 followers, XXX engagements
"$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 $10.80" @LongYield on X 2025-07-18 21:33:35 UTC 4474 followers, XXX engagements
"$TSM Taiwan Semiconductor Manufacturing Company Limited Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance Q2 revenue rose XXXX% QoQ in USD terms to $XXXX billion exceeding prior guidance driven by strong demand for 3nm and 5nm technologies despite FX headwinds. Gross margin declined slightly by XXX percentage points to XXXX% impacted by foreign exchange losses and initial dilution from overseas fabs. Operating margin improved to XXXX% aided by operating leverage while EPS grew XXXX% YoY to TWD XXXXX. Return on equity was 34.8%. TSMC ended Q2 with TWD XXX trillion" @LongYield on X 2025-07-18 01:11:11 UTC 4477 followers, XXX engagements
"$CMA Comerica Incorporated Earnings Call Key Highlights: (2/2) 📉 Expense Discipline and Revised Guidance Noninterest expenses fell $XX million quarter-over-quarter due to lower litigation costs and seasonal declines in compensation. Expense tailwinds included one-time benefits such as litigation recoveries asset sales and state tax recoveries; partially offset by modest increases in processing and advertising. FY2025 noninterest expense growth guidance was revised downward to X% from prior estimates reflecting strong YTD performance and tighter cost controls. Third quarter expenses expected" @LongYield on X 2025-07-20 16:40:31 UTC 4477 followers, XXX engagements
"$CAG Conagra Brands Inc. Earnings Call Key Highlights: (2/2) 🥫 Innovation and Premiumization in Frozen Banquet Mega Chicken Filets emerged as FY25s top innovation exceeding sales expectations and validating the demand for premium multi-serve frozen formats. The product commands a higher dollar ring per unit and is viewed as a strong competitor to QSR chicken offerings like Chick-fil-A; demand outpaced capacity prompting further investment in chicken infrastructure. The broader frozen innovation pipeline focuses on higher-quality larger-portion and more premium products to justify higher" @LongYield on X 2025-07-11 13:28:41 UTC 4476 followers, XXX engagements
"$WAL Western Alliance Bancorporation Earnings Call Key Highlights: (2/2) 📉 Allowance for Credit Losses and Reserve Adequacy Allowance for credit losses (ACL) on funded loans rose $X million to $XXX million maintaining a coverage ratio of 0.78%. Management emphasized confidence in reserve adequacy highlighting the conservative real estate valuations and structural loan protections. Adjusted ACL coverage using normalized industry loan mix would exceed X% reflecting strong collateral and underwriting standards. Despite OREO increase reserve adequacy affirmed as assets were marked conservatively" @LongYield on X 2025-07-20 16:50:08 UTC 4475 followers, XXX engagements
"$BK The Bank of New York Mellon Corporation Earnings Call Key Highlights: 💰 Strong Financial Performance and Profitability Metrics Q2 2025 EPS of $XXXX increased XX% year-over-year; excluding notable items EPS was $XXXX up 28%. Total revenue surpassed $X billion for the first time up X% year-over-year driven by strength in investment services and NII. Pre-tax margin expanded to XX% and ROTCE improved significantly to XX% reflecting benefits of the multiyear transformation strategy. Expense growth was well-controlled at X% enabling roughly XXX basis points of positive operating leverage on" @LongYield on X 2025-07-15 19:47:17 UTC 4474 followers, XXX engagements
"$SOFI SoFi Technologies Inc. Presents at Mizuho Technology Conference 2025 Key Highlights: 📈 Strong Member and Credit Health Performance SoFi reported record performance in Q1 2025 across member growth product adoption revenue and originations describing it as their best quarter to date. Credit quality remains strong with three consecutive quarters of declining net charge-off (NCO) rates in personal loans and two quarters in student loan refinancing. The borrower base maintains high creditworthiness with average FICO scores around XXX and average incomes ranging between $135000 and $160000" @LongYield on X 2025-07-10 01:17:52 UTC 4474 followers, XXX engagements
"$CTAS Cintas Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly and Full-Year Financial Performance Q4 FY2025 revenue grew X% YoY to $XXXX billion with organic growth of X% driven by strong execution across all business segments. Full-year FY2025 revenue reached a record $XXXXX billion an increase of XXX% with X% organic growth and robust profitability across segments. Operating margin for the full year hit an all-time high of XXXX% up from XXXX% in FY2024 supported by continued cost discipline and efficiency gains. Diluted EPS for Q4 rose X% YoY to $1.09; full-year diluted EPS" @LongYield on X 2025-07-18 22:02:31 UTC 4476 followers, XXX engagements
"$MS Morgan Stanley Earnings Call Key Highlights: 📊 Financial Performance and Returns Morgan Stanley reported Q2 2025 revenues of $XXXX billion EPS of $XXXX and a return on tangible common equity (ROTCE) of 18.2%. The firm achieved a strong H1 2025 with $XXXX billion in revenue and $XXXX EPS demonstrating resilience across multiple market backdrops. Efficiency ratio for the first half stood at XX% reflecting disciplined expense management cost-saving from real estate exits and productivity gains through technology investments. Capital strength remained robust with a CET1 ratio of XX% over 200" @LongYield on X 2025-07-18 21:38:48 UTC 4474 followers, XXX engagements
"$OFG OFG Bancorp Earnings Call Key Highlights: 🏦 Record Financial and Operational Performance Q2 2025 EPS increased XXX% YoY to $XXXX supported by core revenue growth of XXX% and strong operating leverage. Total assets reached a record $XXXX billion up X% YoY; loans held for investment exceeded $XXX billion growing X% YoY and $XXX million sequentially. ROAA was XXXX% and ROATCE reached 17%; tangible book value per share climbed to $XXXXX. OFG repurchased 186000 shares during the quarter and authorized a new $XXX million share buyback program underscoring capital strength and shareholder" @LongYield on X 2025-07-20 17:21:17 UTC 4474 followers, XXX engagements
"$BSVN Bank7 Corp. Earnings Call Key Highlights: 💵 Record Core Earnings and Profitability Bank7 reported one of its best quarters ever driven by robust loan and deposit growth stable NIM performance and disciplined expense control. Net interest margin remained at the high end of historical ranges supported by the banks balanced asset-liability strategy and use of loan floors. Efficiency ratio remained low in the 36%38% range underscoring strong operating leverage and cost discipline. Asset quality remained solid with continued low nonperforming assets and minimal charge-offs reflecting strong" @LongYield on X 2025-07-20 17:17:54 UTC 4475 followers, XXX engagements
"$CMA Comerica Incorporated Earnings Call Key Highlights: (1/2) 💰 Earnings Growth and Shareholder Returns Reported Q2 2025 earnings per share of $XXXX marking a XX% increase over the prior quarter driven by favorable loan trends fee income and expense controls. Returned $XXX million to shareholders via dividends and share repurchases while maintaining strong capitalization with CET1 at XXXXX% well above the XX% strategic target. Tax expense declined during the quarter due to discrete tax items supporting net income growth despite flat net interest income. Strong efficiency improvement with a" @LongYield on X 2025-07-20 16:40:07 UTC 4477 followers, XXX engagements
"$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 4476 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$2.5B on a non-FTE basis assuming two Fed rate cuts starting in September. Effective tax rate expected at 20%21% for FY25; XX% YTD due to discrete benefits with H2 normalizing to 21%. Management reiterated NIM guidance of XXXX% for the year with a likely exit run rate between 3.35%3.40%. Modest spread compression anticipated from increased high-quality lending elevated cash balances and long-term debt issuance all of which" @LongYield on X 2025-07-20 17:04:30 UTC 4475 followers, XXX engagements
"$NVS Novartis AG Earnings Call Key Highlights: (2/2) 🧪 Renal Portfolio Expansion and Innovation Fabhalta showed steady U.S. growth in IgAN and early C3G launch signs now approved in 30+ countries. Vanrafia launch progressing with strong HCP feedback due to favorable oral administration and lack of REMS; early access and enrollment targets exceeded. Zigakibart (anti-APRIL) 100-week Phase II data showed XX% proteinuria reduction stable eGFR and good safety. BEYOND Phase III readout expected H1 2026; potential third renal asset to address IgAN and related conditions. 🥜 Remibrutinib Shows" @LongYield on X 2025-07-20 17:02:26 UTC 4476 followers, XXX engagements
"$PNC The PNC Financial Services Group Inc. Earnings Call Key Highlights: 💰 Financial Performance and Capital Return PNC reported net income of $XXX billion for Q2 2025 or $XXXX per diluted share with XX% year-over-year PPNR growth and strong operating leverage. Total revenue increased X% sequentially while noninterest expense remained stable resulting in X% positive operating leverage. The bank returned $X billion in capital to shareholders during the quarter including $XXX million in common dividends and $XXX million in share repurchases. The Board approved a X% dividend increase raising" @LongYield on X 2025-07-18 21:41:20 UTC 4474 followers, XXX engagements
"$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 $XXXX year-over-year; adjusted EBITDA margin reached XX% increasing XX basis points sequentially. Margins improved across X of X divisions led by Digital & Integration which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled" @LongYield on X 2025-07-20 16:27:23 UTC 4476 followers, XXX engagements
"$TFC Truist Financial Corporation Earnings Call Key Highlights: (1/2) 📊 Financial Performance and Profitability Reported Q2 2025 net income available to common shareholders of $XXX billion or $XXXX per share including $XXXX in restructuring charges and $XXXX from investment securities losses. Adjusted revenues grew XXX% sequentially led by a XXX% increase in net interest income and XXX% rise in noninterest income. Adjusted expenses increased XXX% sequentially driven primarily by annual merit increases and strategic hiring; year-over-year expenses rose 2.1%. Tangible return on common equity" @LongYield on X 2025-07-20 16:36:30 UTC 4474 followers, XXX engagements
"$NVS Novartis AG Earnings Call Key Highlights: (1/2) 🌍 Strong Financial Performance Novartis reported XX% sales growth in constant currency and XX% growth in core operating income for Q2 2025. The core operating margin improved by XXX basis points to XXXX% and core EPS rose XX% to $XXXX. Free cash flow reached $XXX billion in Q2 a XX% increase YoY; H1 free cash flow totaled nearly $XX billion. Upgraded full-year 2025 core operating income guidance to low teens growth driven by robust brand performance and operational efficiencies. 📈 Kisqali's Accelerated Momentum Kisqali sales surged 64%" @LongYield on X 2025-07-20 17:01:57 UTC 4476 followers, XXX engagements
"$CAG Conagra Brands Inc. Earnings Call Key Highlights: (1/2) 📉 Fiscal 2026 Margin Outlook and Investment Strategy Conagra projects temporary margin compression in fiscal 2026 as it prioritizes volume growth in frozen and snacks despite continued inflation totaling X% (4% core + X% tariff-related). The strategy is driven by a need to protect long-term brand equity and restore positive volume momentum following multiple years of volume declines across the industry. Management emphasized this is not a structural reset but a transitional period with margin expansion expected in fiscal 2027" @LongYield on X 2025-07-11 13:28:27 UTC 4476 followers, XXX engagements
"$KMI Kinder Morgan Inc. Earnings Call Key Highlights: 🌍 Global Natural Gas Demand and U.S. LNG Export Advantage Global gas demand is projected to grow XX% by 2050 fueled by population and economic growth in Asia and Africa where LNG is the primary solution due to limited domestic resources. The U.S. has led global natural gas production for XX years and became the top LNG exporter in 2023 a position strengthened by global geopolitical tensions and supply security concerns. U.S. LNG feed gas demand is forecasted to rise by XXX Bcf/d in summer 2025 and more than double by 2030; Kinder Morgan" @LongYield on X 2025-07-20 17:22:29 UTC 4476 followers, XXX engagements
"$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 4476 followers, XXX engagements
"$SIFY Sify Technologies Limited Earnings Call Key Highlights: (2/2) 📊 Segment-Level EBITDA Performance and Consolidated Margin Outlook Data Center EBITDA margin stood at approximately XX% Network Services at XX% while Digital IT Services remained negative due to early-stage investments. Consolidated EBITDA margin for the quarter was around XX% in line with recent quarters reflecting mixed contributions across the three segments. Management reaffirmed long-term aspiration to improve group-level EBITDA margin toward XX% driven by operating leverage and digital services turnaround. Expected" @LongYield on X 2025-07-20 16:44:20 UTC 4476 followers, XXX engagements
"$SFNC Simmons First National Corporation Earnings Call Key Highlights: (1/2) 💵 Net Interest Income and Margin Expansion Net interest margin (NIM) reached XXXX% during Q2 2025 exceeding expectations and surpassing internal performance benchmarks earlier than anticipated. NIM expansion primarily driven by asset-side repricing particularly from lower-yielding fixed-rate loans maturing and being replaced with higher-yielding variable-rate production. Approximately XX% of loan production in the quarter was variable-rate continuing a trend of mix shift favoring rate-sensitive assets. Management" @LongYield on X 2025-07-20 16:46:53 UTC 4474 followers, XXX engagements
"$FAST Fastenal Company Earnings Call Key Highlights: 📈 Record-Breaking Quarterly Revenue: Fastenal achieved an all-time high quarterly revenue surpassing $X billion for the first time up XXX% year-over-year marking the highest growth since early 2023. Growth was primarily driven by market share gains and robust contract signings as underlying market conditions remained relatively sluggish. Pricing contributed positively accounting for approximately XXX to XXX basis points of sales growth despite challenging economic conditions. This historic performance underscores the successful execution" @LongYield on X 2025-07-14 21:48:46 UTC 4474 followers, XXX engagements
"$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 $XXX million or XXXX% of loans. NPL coverage ratio rose sharply to XXX% reflecting improved reserve adequacy and conservative CRE" @LongYield on X 2025-07-20 16:51:37 UTC 4474 followers, XXX engagements
"$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 $245M" @LongYield on X 2025-05-26 18:41:57 UTC 4474 followers, XXX engagements
"$TFC Truist Financial Corporation Earnings Call Key Highlights: (2/2) 📉 Credit Quality and Loan Loss Provisions Net charge-offs declined by X basis points to XX bps; consumer net charge-offs reached their lowest level since Q3 2023. Allowance for loan and lease losses (ALLL) declined X basis points to XXXX% driven by improved outlooks in CRE office and multifamily segments. Nonperforming loans declined X basis points sequentially to XXXX% of total loans supported by reductions in CRE and C&I nonaccruals. Provision exceeded charge-offs by $XX million but overall credit trends remained stable;" @LongYield on X 2025-07-20 16:36:40 UTC 4476 followers, XXX engagements
"$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 $X billion at the midpoint from the prior forecast largely due to FX tailwinds but also underpinned by stronger-than-expected member growth and rising ad revenue. Operating margin guidance was increased to XX% (reported) and XXXX% FX-neutral reflecting higher revenue with largely unchanged operating expenses. Despite a XXXX% margin forecast for Q3 full-year margin remains guided at XX% due to a timing-based expense ramp in" @LongYield on X 2025-07-18 21:24:37 UTC 4474 followers, XXX engagements
"$RIVN Rivian Automotive Inc. Earnings Call Key Highlights: (2/2) 💰 Cost Reduction Initiatives and Gen X Efficiencies Rivian has achieved a $22500 year-over-year reduction in cost of goods sold per unit largely driven by the Gen X R1 redesign. Major savings stem from a redesigned battery structure and transition to zonal electrical architecture which eliminated over XXX miles of wiring. Further refinements in wire harness design for the R2 and commercial van programs are delivering additional cost efficiencies. Supplier renegotiations and scale-driven fixed cost leverage are setting the stage" @LongYield on X 2025-07-08 00:09:00 UTC 4475 followers, XXX engagements
"$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 $XXXXX. Net card fees grew XX% year-over-year on an" @LongYield on X 2025-07-18 21:53:20 UTC 4477 followers, XXX engagements
"$SFNC Simmons First National Corporation Earnings Call Key Highlights: (2/2) 👔 Talent Investment and Strategic Hiring Initiatives Management underscored its ongoing commitment to recruiting top talent across business lines enabled by cost savings and process automation investments. Strong track record of successful hiring and integration across front office operations and technology roles has supported growth and customer service improvements. M&A-related market disruption in Simmons footprint (particularly Texas and Nashville) has created opportunities to attract both talent and customer" @LongYield on X 2025-07-20 16:47:12 UTC 4474 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 $XXX million of XXXX% FHLB debt on April XX lowering funding costs and supporting further NIM improvement. Spot margin for June reported at 3.40%; Q3 margin projected in the mid-3.60%" @LongYield on X 2025-07-20 16:43:05 UTC 4476 followers, XX engagements
"$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$95M. Wealth management posted record fee income with an 8%+ CAGR since 2018; named best in trust services and wealth planning" @LongYield on X 2025-07-20 16:32:09 UTC 4476 followers, XX engagements
"$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 $XXXX billion in repayments recorded by mid-July. Branch" @LongYield on X 2025-07-20 16:15:36 UTC 4476 followers, XXX engagements
"$TRV The Travelers Companies Inc. Earnings Call Key Highlights: (1/2) 💼 Strong Earnings and Profitability Core income for Q2 2025 reached $XXX billion translating to $XXXX per diluted share with a core ROE of XXXX% and XXXX% on a trailing 12-month basis. Reported combined ratio improved nearly XX points year-over-year to XXXX% driven by significantly lower catastrophe losses stronger underlying underwriting results and favorable prior-year reserve development. Underlying underwriting income rose XX% year-over-year to $XXX billion pretax supported by a 3-point improvement in the underlying" @LongYield on X 2025-07-20 16:57:30 UTC 4474 followers, XXX engagements
"$SIFY Sify Technologies Limited Earnings Call Key Highlights: (1/2) 💼 Business Segment Revenue Breakdown Q1 FY2026 revenue totaled INR 10723 million a XX% year-over-year increase with contributions from Network Services (41%) Data Center Colocation (37%) and Digital IT Services (22%). EBITDA for the quarter was INR 2111 million up XX% YoY with margin pressure from planned investments in manpower and infrastructure. Loss before tax stood at INR XXX million and loss after tax at INR XXX million reflecting higher depreciation and interest costs associated with growth-oriented capex. Capex for" @LongYield on X 2025-07-20 16:44:09 UTC 4476 followers, XXX engagements
"$ELV Elevance Health Inc. Earnings Call Key Highlights: 📉 Full-Year Guidance Revision Elevance reduced its FY2025 adjusted EPS guidance to approximately $XX reflecting persistent elevated medical cost trends in ACA and slower-than-expected rate recovery in Medicaid. Management emphasized that this guidance reset does not anticipate a near-term recovery but rather incorporates prevailing conditions with a focus on transparency and execution. The decision follows similar adjustments by industry peers driven by elevated morbidity in ACA markets and increased utilization in Medicaid. Despite the" @LongYield on X 2025-07-20 17:19:12 UTC 4474 followers, XXX engagements
"$CFG Citizens Financial Group Inc. Earnings Call Key Highlights: 🌟 Strong Quarterly Financial Performance Citizens reported second-quarter 2025 EPS of $XXXX a XX% increase from Q1 exceeding expectations amid macroeconomic uncertainty. Net interest income (NII) rose XXX% sequentially driven by a X basis point net interest margin (NIM) expansion to XXXX% and modest growth in interest-earning assets. Fee income increased XX% quarter-over-quarter led by strength in wealth management card and mortgage services. Operating expenses remained broadly stable supporting XXX basis points of operating" @LongYield on X 2025-07-20 17:09:02 UTC 4476 followers, XXX engagements
"$ALV Autoliv Inc. Earnings Call Key Highlights: (1/2) 🚗 Record Sales and Earnings Performance Achieved highest second-quarter net sales in company history at over $XXX billion representing a X% year-over-year increase driven by strong outperformance across several regions. Adjusted operating income rose to $XXX million up XX% from $XXX million last year and adjusted operating margin improved by XX basis points to 9.3%. Record Q2 diluted EPS; earnings per share growth over the past five years has more than tripled supported by net profit expansion and share count reduction. Strong cash flow" @LongYield on X 2025-07-20 16:38:14 UTC 4475 followers, XXX engagements
"$HTHIY Hitachi Ltd. Q3 FY2024 Earnings Call Key Highlights: ⚡ Strong Growth Across Core Segments (GEM DSS CI) All three sectorsGreen Energy & Mobility (GEM) Digital Systems & Services (DSS) and Connective Industries (CI)reported year-on-year revenue and profit growth in Q3. GEM revenues surged XX% YoY driven by strong demand in renewable energy grid infrastructure (HVDC switchgear) and railway systems. DSS revenues increased XX% benefiting from modernization of mission-critical IT systems DX (digital transformation) projects and growth in cloud and security-related services. CI posted 9%" @LongYield on X 2025-04-06 23:26:07 UTC 4477 followers, XXX engagements
"$WIT Wipro Limited Earnings Call Key Highlights: (1/2) 🌐 Macroeconomic Environment & Sector Outlook The global environment in FY '25 was marked by deep uncertainty with economic headwinds shifting tariff regimes and geopolitical instability especially impacting discretionary spending in sectors like manufacturing and consumer. Despite this client demand for technology-led reinvention and AI-powered solutions remained resilient with companies turning to AI to drive velocity efficiency and sustained business value. Management highlighted growing client preference for cost consolidation and" @LongYield on X 2025-07-18 21:49:30 UTC 4474 followers, XXX engagements
"$SLB Schlumberger Limited Earnings Call Key Highlights: (2/2) 📈 Second Half 2025 Outlook H2 revenue projected between $XXXX billion and $XXXX billion reflecting X months of ChampionX contribution and stable legacy SLB revenue. Growth to be back-end loaded with Q4 revenues expected to be high single digits above Q3 due to full quarter of ChampionX and seasonal digital/product sales. Adjusted EBITDA margins forecasted to remain flat relative to Q2 reflecting tariff impacts of 2040 basis points; margins would otherwise have expanded by that amount. On a like-for-like basis (including full" @LongYield on X 2025-07-20 16:27:37 UTC 4476 followers, XXX engagements
"$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 $XXXX in headwinds related to pension amortization and the prior year legal gain. Gross margin remained strong at XXXX% down just XX bps despite XX bps in" @LongYield on X 2025-07-20 17:16:43 UTC 4476 followers, XXX engagements
"$FNB F.N.B. Corporation Earnings Call Key Highlights: (1/2) 💰 Strong Financial Performance and Capital Generation Reported net income available to common shareholders of $XXXXX million or $XXXX per share driven by record total revenue of $XXX million a XXX% increase quarter-over-quarter. Pre-provision net revenue rose XX% sequentially to $XXX million reflecting significant margin expansion and revenue growth. Capital levels reached record highs with CET1 at XXXX% tangible common equity at XXX% and tangible book value per share of $XXXXX up XX% year-over-year. The company repurchased 725000" @LongYield on X 2025-07-20 16:51:27 UTC 4474 followers, XXX engagements
"$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 $XXXX. Return on tangible common equity (ROTCE) reached XXXX% and on an adjusted basis XXXX% supported by tangible book value growth of XX% year-over-year. Positive operating leverage was achieved" @LongYield on X 2025-07-20 16:29:30 UTC 4474 followers, XXX engagements
"$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 $XXX million in share repurchases were" @LongYield on X 2025-07-20 17:15:09 UTC 4474 followers, XXX engagements
"$AXP American Express Company Earnings Call Key Highlights: (2/2) 💼 Expense Management & Operating Leverage Variable Customer Engagement (VCE) expenses grew faster than revenue in Q2 in line with expectations due to the premium mix and marketing investments. Operating expenses (excluding Accertify) rose X% YoY driven primarily by investments in enterprise risk management and technology as the business scales. Despite the higher OpEx AXP delivered four points of operating leverage since 2023 with OpEx as a percentage of revenue improving from XX% to 21%. Marketing spend grew in the mid-single" @LongYield on X 2025-07-18 21:53:32 UTC 4474 followers, XXX engagements