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# ![@equilyse1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1829453676387106817.png) @equilyse1 Equilyse

Equilyse posts on X about acquisition, integration, investment, $scco the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1829453676387106817/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:interactions.svg)

- X Week XXXXX +285%
- X Month XXXXX -XX%
- X Months XXXXXX +56%
- X Year XXXXXXX +22,165%

### Mentions: XX [#](/creator/twitter::1829453676387106817/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:posts_active.svg)

- X Week XX +117%
- X Month XXX -XX%
- X Months XXX +10%
- X Year XXXXX +104,500%

### Followers: XXX [#](/creator/twitter::1829453676387106817/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:followers.svg)

- X Week XXX +3.60%
- X Month XXX +5.40%
- X Months XXX +111%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1829453676387106817/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1829453676387106817/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[acquisition](/topic/acquisition) 2.14%, [integration](/topic/integration) 1.43%, [investment](/topic/investment) 1.43%, [$scco](/topic/$scco) 0.71%, [$442lb](/topic/$442lb) 0.71%, [peru](/topic/peru) 0.71%, [$stld](/topic/$stld) 0.71%, [$467b](/topic/$467b) 0.71%, [$48b](/topic/$48b) 0.71%, [$184b](/topic/$184b) XXXX%

**Top assets mentioned**
[Southern Copper Corporation (SCCO)](/topic/$scco) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [CBRE Group Inc (CBRE)](/topic/$cbre) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Rockwell Automation (ROK)](/topic/$rok) [Iron Mountain Inc (IRM)](/topic/$irm) [CDW common stock (CDW)](/topic/$cdw) [Nordson, Corp. (NDSN)](/topic/$ndsn) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Helium IOT (IOT)](/topic/$iot) [Fastenal Company (FAST)](/topic/$fast) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Bank of New York Mellon Corp (BK)](/topic/$bk) [M&T Bank Corporation (MTB)](/topic/$mtb) [Snap-on Incorporated (SNA)](/topic/$sna) [American Express Company (AXP)](/topic/$axp) [Truist Financial Corp (TFC)](/topic/truist-financial-corp) [Schlumberger NV (SLB)](/topic/$slb) [Crown Holdings, Inc. (CCK)](/topic/$cck) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [US Bancorp (USB)](/topic/$usb) [Paychex, Inc. (PAYX)](/topic/paychex) [Paypex (PAYX)](/topic/$payx) [Synchrony Financial (SYF)](/topic/$syf) [Centrifuge (CFG)](/topic/$cfg) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [KeyCorp (KEY)](/topic/keycorp) [Selfkey (KEY)](/topic/$key) [Statter Network (STT)](/topic/$stt) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [WABnetwork (WAB)](/topic/$wab) [Hubbell, Inc. (HUBB)](/topic/$hubb) [Insulet, Corp. (PODD)](/topic/$podd) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Arcblock (ABT)](/topic/$abt) [PNC Financial Services Group Inc (PNC)](/topic/$pnc)
### Top Social Posts [#](/creator/twitter::1829453676387106817/posts)
---
Top posts by engagements in the last XX hours

"$SCCO: $SCCO Southern Copper Q2 earnings soared driven by a XX% jump in LME copper prices to $4.42/lb and increased production. Copper output hit 242474 tonsup XXX% from Q1thanks to strong performance in Peru especially at the Toquepala mine. Net sales surged XX% to $XXXXX billion fueled by higher volumes across copper molybdenum silver and zinc. Operating cash costs plummeted XX% to $0.76/lb (including byproduct credits). The Buena Vista zinc concentrator is now at full capacity projecting 90.2k tons of zinc and 20k tons of copper annually for the next five years. Capital investments are"  
[X Link](https://x.com/equilyse1/status/1980583125102002340) [@equilyse1](/creator/x/equilyse1) 2025-10-21T10:33Z XXX followers, XX engagements


"$STLD: Steel DynamicsSTLDreported solid Q2 earnings driven by higher steel prices and initial aluminum shipments. Despite oxygen supply hiccups at Sinton they're optimistic about improved profitability. However revenue guidance for next quarter$4.67B vs. $4.8B consensusand full year$18.4B vs. $18.403B consensusboth missed. The company's aluminum operations are ramping up expecting losses to shrink from $XX million in the first half to $XX million in Q3 and $15-$20 million in Q4 targeting monthly EBITDA positive results by year-end. Sinton is also set for a profitability surge aiming for a"  
[X Link](https://x.com/equilyse1/status/1980583632138858534) [@equilyse1](/creator/x/equilyse1) 2025-10-21T10:35Z XXX followers, XX engagements


"$CBRE: CBRE Group crushed Q2 2025 fueled by double-digit revenue growth in resilient and transactional businesses. They're raising core EPS expectations to $6.10-$6.20over XX% growth Leasing is booming especially in the office sector and Turner & Townsend integration is paying off big. Global leasing revenue jumped XX% with the U.S. office sector leading the charge at 15%. Building Operations & Experience (BOE) is also a star boasting XX% top-line growth. The company is prioritizing M&A in resilient sectors and generated $XXX billion free cash flow on a trailing twelve month basis. Don't"  
[X Link](https://x.com/equilyse1/status/1950522080979546610) [@equilyse1](/creator/x/equilyse1) 2025-07-30T11:41Z XXX followers, XXX engagements


"$TW: Tradeweb Markets Inc. (TW) reported record Q2 2025 revenues of $513Mup XXXX% YoYfueled by strong client activity & a risk-on environment. International biz is booming growing 41%. Despite a dip in U.S. Treasury market share to XX% TW is fighting back with new trading protocols & the R8fin acquisition to electronify markets. Credit biz saw double-digit revenue growth driven by derivatives & munis. Automation is keyglobal credit AiEX ADV jumped over XX% YoY. TW's high-yield buy-side fee strategy is paying off boosting institutional share. Emerging markets credit revenues soared nearly 40%"  
[X Link](https://x.com/equilyse1/status/1950885906728026325) [@equilyse1](/creator/x/equilyse1) 2025-07-31T11:47Z XXX followers, XXX engagements


"$ROK: Rockwell Automation $ROK Q3 FY25: Sales up 5%organic up over 4%driven by discrete & hybrid industries. They beat their full-year productivity goal early saving $250M+ through enterprise-wide efficiencies. Management raised the midpoint of adjusted EPS outlook to $XX signaling confidence despite ongoing geopolitical & trade headwinds. Software & Control segment shined with organic sales soaring XX% YOY & margins jumping XXX bps to 31.6%. Intelligent Devices saw a X% sales increase but margins dipped. Lifecycle Services sales declined X% YOY with margins down XXX bps. Annual recurring"  
[X Link](https://x.com/equilyse1/status/1953422392480436348) [@equilyse1](/creator/x/equilyse1) 2025-08-07T11:46Z XXX followers, XXX engagements


"$IRM: $IRM reported a stellar Q2 '25 smashing expectations with record revenue of $1.7B (+12% YoY) adjusted EBITDA at $628M (+15% YoY) and AFFO soaring to $370M (+15% YoY). Guidance is up Full-year revenue now expected between $6.79B and $6.94B. Data Centers are a major growth driverrevenue jumped XX% with organic storage growth of 26%. Iron Mountain commenced XX MW of leases and renewed XX MW with strong pricing. ALM also shines boasting XX% reported revenue growth including XX% organic growth. Digital Solutions had another record quarter fueled by the Insight DXP platform. Plus $IRM is"  
[X Link](https://x.com/equilyse1/status/1953422753471562056) [@equilyse1](/creator/x/equilyse1) 2025-08-07T11:47Z XXX followers, XXX engagements


"$CDW: CDW reported strong Q2 2025 earnings with net sales up XX% to $X billion and non-GAAP EPS increasing X% to $XXXX. Growth was fueled by a diversified portfolio with strong performance in commercial healthcare the U.K. and Canada offsetting headwinds in federal and education markets. The company reaffirmed its full-year outlook projecting low single-digit growth for the U.S. IT market. CDW's comprehensive solutions drove growth across hardwareup 9%softwareup 16%and servicesup 8%. Strategic investments in AI are paying off with the AI Center of Excellence helping customers navigate AI"  
[X Link](https://x.com/equilyse1/status/1953423564226379892) [@equilyse1](/creator/x/equilyse1) 2025-08-07T11:50Z XXX followers, XXX engagements


"$NDSN: Nordson CorporationNDSNreported Q2 FY24 sales of $XXX million up X% year-over-year and adjusted EPS of $XXXX slightly above guidance. The Advanced Technology Systems segment drove growth up XX% while the Atrion acquisition continues to exceed expectations. Nordson is divesting select medical contract manufacturing lines to focus on higher-value proprietary medical components. Looking ahead Nordson anticipates Q3 sales of $710-$750 million and adjusted EPS of $2.55-$2.75a miss to consensus estimates. While maintaining full-year expectations the company acknowledges potential"  
[X Link](https://x.com/equilyse1/status/1958494087889227803) [@equilyse1](/creator/x/equilyse1) 2025-08-21T11:39Z XXX followers, 2526 engagements


"$BURL: $BURL Q1 earnings were a mixed bagsales at the midpoint of guidance but earnings beat expectations. Management reaffirmed full-year guidance but cited external uncertainties like tariffs and consumer sentiment. Revenue guidance missed consensus by -XXXX% to -XXXX% while EPS guidance was mixed ranging from -XXXX% to 0.43%. Tariffs are a key concern initially disrupting merchandise flow from China. A tariff reduction from XXX% to XX% spurred production and shipping creating buying opportunities. Burlington's building a "war chest" of margin and expense actions to offset tariff"  
[X Link](https://x.com/equilyse1/status/1961016969026589164) [@equilyse1](/creator/x/equilyse1) 2025-08-28T10:44Z XXX followers, XXX engagements


"$IOT: SamsaraIOT platform for physical operationsreported strong Q2 FY26 earnings beating revenue guidance by XXXX% and maintaining EPS guidance. ARR grew XX% year-over-year to $1.64B driven by large enterprise partnerships and AI innovation. Customers with over $100K in ARR now contribute close to $1B representing XX% of total ARR. The company is leveraging its unique dataprocessing XX trillion data points annuallyand AI to deliver actionable insights. New AI-enabled products like weather intelligence are enhancing the core product experience. Samsara is also seeing momentum in construction"  
[X Link](https://x.com/equilyse1/status/1963913044624306477) [@equilyse1](/creator/x/equilyse1) 2025-09-05T10:32Z XXX followers, XX engagements


"$FAST: Fastenal (FAST) reported a strong Q3 2025 beating EPS estimates by 6.4%$1.16 actual vs. $XXXX consensusdriven by double-digit sales growth and margin expansion in a flat industrial economy. Revenue jumped XXXX% to $2.13B fueled by "self-help and market share gains" with pricing contributing XXX percentage points. Management is confident that they can continue to outperform the market. The company is deepening relationships with large customersthose spending over $50K/month grew 15.4%. Fastenal's expansion into non-traditional markets like warehousing and logistics is paying off."  
[X Link](https://x.com/equilyse1/status/1978046194497487218) [@equilyse1](/creator/x/equilyse1) 2025-10-14T10:32Z XXX followers, XX engagements


"$LVS: Las Vegas Sands (LVS) reported a mixed Q2 with Singapore's Marina Bay Sands (MBS) stealing the showhistoric $XXX million EBITDA driven by XX% growth in mass gaming and slot revenue versus 2019. MBS's EBITDA margin hit XXXX% fueled by high-value tourism and recent renovations. Management anticipates MBS could reach $XXX billion in annual EBITDA. Macau's performance lagged but LVS is aggressively reinvesting in customers to boost market share and EBITDA. The Londoner Grand is a bright spot with all 2450 rooms available and strong customer feedback. Sequential improvement in mass GGR"  
[X Link](https://x.com/equilyse1/status/1978772035170873619) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:36Z XXX followers, XX engagements


"$BK: The Bank of New York Mellon Cor reported strong Q3 earnings driven by transformation programs and a favorable market. Revenue hit a record $XXX billionup X% year-over-yearboosting EPS to $XXXX a XX% jump. AUCA climbed to $XXXX trillion. While next quarter revenue guidance of $XXX billion was inline full year revenue and EPS could beat expectations. BNY Mellon's transformation to a platform operating model is over XX% completeaiming for full implementation by next fall with benefits expected by early 2028. The company is also making strides in digital assets including tokenizing U.S."  
[X Link](https://x.com/equilyse1/status/1979178865701302772) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:33Z XXX followers, XX engagements


"$MTB: M&T Bank Corporation's earnings call revealed solid returns driven by revenue growth and improved asset quality. The bank anticipates a rebound in CRE lending focusing on multifamily and industrial properties but remains cautious about office spaces. Management guided next quarter revenue to $2.32B (vs consensus $2.47B) and full year revenue at the low end of $7.0B-$7.15B (vs consensus $9.65B) Despite a competitive lending environment with loan spreads down 10-15 bps M&T is seeing good production in business banking. Net charge-offs were $XXX million driven by two large C&I loans with"  
[X Link](https://x.com/equilyse1/status/1979179482683417073) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:35Z XXX followers, XX engagements


"$SNA: Snap-on Incorporated (SNA) reported a solid Q3 navigating a tough global landscape with strength in automotive repairdriven by vehicle complexity and ageand gains in aviation heavy-duty and natural resources sectors. RS&I sales jumped XX% (8.9% organic) fueled by demand for upgrades. New product innovation remains key with XX PTEN awards highlighting their customer-centric approach. Despite headwinds Snap-on's Q3 sales reached $XXXX billion up XXX% (3% organic). Operating income margin was XXXX% boosted by a legal settlementexcluding this the margin was 21.5%. EPS hit $XXXX ($4.71"  
[X Link](https://x.com/equilyse1/status/1979179832169681241) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:36Z XXX followers, XX engagements


"$AXP: American ExpressAXPreported a strong Q3 beating revenue estimates with XX% year-over-year growth to $XXXX billion driven by robust card member spending and a rebound in travel. The refreshed Platinum card is a hit with new account acquisitions doubling and driving increased engagement. Management raised full-year revenue guidance but slightly missed EPS expectations. Cardmember spending accelerated with Millennials and Gen Z accounting for XX% of total spend. Premium T&E bookings showed momentum with front-of-cabin airline tickets up 14%. Credit performance remains excellent with"  
[X Link](https://x.com/equilyse1/status/1979495630935384130) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:31Z XXX followers, XX engagements


"$TFC: Truist Financial Corporation reported solid Q3 earnings driven by diversified business and strategic initiatives. Loan and deposit growth plus strong non-interest income fueled results. Management aims for XX% ROTCE by 2027 via revenue growth operating leverage and buybacks. However the company guided next quarter revenue of $5.2-$5.304B vs $5.3162B consensus and full year revenue of approximately $20.5B vs $20.5257B consensus a slight miss. Notably Truist is attracting younger affluent clients via digital strategiesdigital transactions are up X% year-over-year with Gen Z and"  
[X Link](https://x.com/equilyse1/status/1979495775743734114) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:32Z XXX followers, XX engagements


"$SLB: SLB reported resilient Q3 earnings driven by ChampionX integration and digital growth. The company anticipates a Q4 sequential step-up with high single-digit top-line growth. Guidance was a slight revenue beat for next quarter with revenue of $XXXXX billion vs consensus of $XXXXXX billion. International markets are expected to lead the activity rebound as North America sees muted growth. SLB's digital revenue jumped XX% sequentially fueled by a XX% surge in digital operations. The company's annual recurring revenue for digital reached $XXX million up X% year-over-year and they expect to"  
[X Link](https://x.com/equilyse1/status/1979496031491412355) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:33Z XXX followers, XX engagements


"$CCK: Crown Holdings (CCK) Q2 2025 earnings call: Strong performance driven by volume increases in North American beverage and food cans plus European beverage cans leading to record segment income adjusted EBITDA and free cash flow. Management raised full-year adjusted EPS guidance to $7.10-$7.50a beat versus the $XXXX consensusreflecting confidence despite potential tariff impacts. European beverage volumes grew X% and North American food can volumes increased 5%. The company is actively mitigating tariff impacts particularly in Asia Pacific and passing through higher aluminum costs to"  
[X Link](https://x.com/equilyse1/status/1980584303554609205) [@equilyse1](/creator/x/equilyse1) 2025-10-21T10:37Z XXX followers, XX engagements


"$IBKR: Interactive Brokers (IBKR) reported strong account and client asset growth adding its four millionth customer and reaching $XXX billion in client cash balancesboth up over XX% year-over-year. Record trading volumes in options (up to XXX million contracts) and equities drove a XX% increase in commission revenue. Newer products like crypto saw surging volumes with crypto trades up over five times year-over-year. Despite these gains IBKR's revenue and EPS guidance missed consensus expectations due to lower-than-expected trading volumes and net interest income. The company estimates a 25"  
[X Link](https://x.com/equilyse1/status/1979178528215077163) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:31Z XXX followers, XX engagements


"$USB: U.S. Bancorp reported a strong Q3 with record net revenue of $XXX billionup XXXX% year-over-yeardriven by fee business strength and improved spread income. The company generated substantial operating leverage of XXX basis points. While next quarter revenue guidance of $XXXX billion missed consensus full year revenue guidance implies a beat at $XX billion. Expense discipline and payments transformation are key priorities. Management expects positive operating leverage of 200+ basis points in Q4. The company is also making strides in stablecoin strategy planning pilot transactions this"  
[X Link](https://x.com/equilyse1/status/1979179015714804058) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:33Z XXX followers, XX engagements


"$PAYX: Paychex $PAYX Q1 FY26: Revenue jumped XX% to $1.5B fueled by the Paycor acquisitioncontributing XX% to Management Solutions growth. EPS rose X% to $XXXX. FY26 revenue growth reaffirmed at 16.5%-18.5% while EPS growth raised to 9%-11% beating estimates. Paychex is making strides in Paycor integrationon track for $90M in cost synergies and actively pursuing revenue synergies by cross-selling solutions like Retirement ASO and PEO to Paycor's 50000 clients. One ASO cross-sell to a Paycor client had thousands of employees. AI is a major focusexpanding AI Insights to PEO clients and"  
[X Link](https://x.com/equilyse1/status/1973335036154835112) [@equilyse1](/creator/x/equilyse1) 2025-10-01T10:31Z XXX followers, XX engagements


"$SYF: Synchrony Financial (SYF) reported a strong Q3 driven by consumer resilience and strategic partnerships. Purchase volume rose X% year-over-year fueled by digital growth and dual/co-branded cards. Credit quality improved with delinquency rates down XX bps and net charge-offs declining XX bps. Full year revenue guided to $15.0-15.1 billion beating consensus. Strategic moves include adding 15+ partnersToro Regency Lowe'sand acquiring Versatile Credit to boost embedded finance. The Walmart program launch is promising potentially becoming a top-five program. SYF is actively returning capital"  
[X Link](https://x.com/equilyse1/status/1978772177638850772) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:37Z XXX followers, XXX engagements


"$CFG: Citizens Financial GroupCFGreported a strong Q3 beating revenue and EPS guidance by XXX% and XXX% respectively. The private bank is a standout growing deposits by $3.8B to $12.5B and achieving breakeven. Capital markets also had a record quarter the best since 2021 fueled by strength across M&A debt and equity underwriting. NIM expanded five basis points to X% with expectations to reach XXXX% in Q4 and a medium-term target of 3.25%-3.50%. Management is actively hedging against potential Fed rate cuts. The "Reimagine the Bank" initiative aims for over $400M in run-rate benefits with"  
[X Link](https://x.com/equilyse1/status/1978772320605917659) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:37Z XXX followers, XX engagements


"$MMC: Marsh & McLennan Companies Inc. is rebranding to "Marsh" in Januaryticker "MRSH"aiming to boost visibility. Q3 highlighted solid financials amidst economic complexity driven by a diversified model. Full year guidance BEAT expectations with mid-single-digit revenue growth and solid adjusted EPS growth. The "Thrive" program is central to Marsh's strategy targeting $XXX million in savings over three years via automation and workforce optimization$500 million in charges expected. Oliver Wyman saw strong X% revenue growth particularly in Asia leveraging AI to enhance client capabilities."  
[X Link](https://x.com/equilyse1/status/1979178664295088138) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:32Z XXX followers, XX engagements


"$KEY: KeyCorp ($KEY) Q3 earnings beat expectations with adjusted EPS of $XXXX versus a consensus of $0.38a XXX% surprise. Full-year revenue guidance also exceeded consensus with an implied $XXXX billion versus $XXXX billion. The bank is laser-focused on hitting its 2027 targets including a 15%+ ROTCE and a 3.25%+ NIM. KeyCorp plans to boost NIM by XX bps through fixed asset repricing and organic growth. Investment banking fees are up XX% year-to-date and AUM hit a record $XX billion. C&I loans grew X% sequentially while the company strategically runs off low-yielding consumer loans."  
[X Link](https://x.com/equilyse1/status/1979179660614172868) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:36Z XXX followers, XX engagements


"$STT: State Street (STT) reported strong Q3 2025 earnings with EPS up XX% year-over-year to $XXXX and revenue up X% to $XXX billion. Fee revenue grew nearly XX% driven by servicing management and FX trading. Management is focused on strategic initiatives like digital assets and wealth services. Full year EPS and revenue guidance MATCHED consensus while next quarter EPS BEAT and revenue MISSED consensus. The company is making strides in digital assets with a new platform for tokenization and a partnership with Apex FinTech Solutions to expand wealth services. State Street Investment"  
[X Link](https://x.com/equilyse1/status/1979496465119560047) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:35Z XXX followers, XX engagements


"$HBAN: Huntington Bancshares $HBAN reported strong Q3 earnings driven by organic growth & strategic investmentsadjusted ROTCE above 17%. The Veritex acquisition is a key growth catalyst expected to make $HBAN a top player in Texas banking. Full year revenue guidance raised to 9%-9.5% ADB growth implying $8355-$8396 million vs consensus of $8197 million. $HBAN is prioritizing shareholder value through disciplined capital allocation. They anticipate adding share repurchasesaround $XX million/quarter through 2026while targeting a CET1 ratio in the 9%-10% range. Credit quality remains strong with"  
[X Link](https://x.com/equilyse1/status/1979497073469805018) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:37Z XXX followers, XX engagements


"$WAB: Wabtec (WAB) reported a strong first half of 2025 with double-digit adjusted EPS growth despite economic volatility. Q2 sales were $XXX billionup 2%but slightly below expectations due to supply chain hiccups. The 12-month backlog is up nearly XX% to $XXX billion. Management raised full-year guidance to $XXXX billion in sales and adjusted EPS between $XXXX and $XXXX. Wabtec is strategically expanding via acquisitionsInspection Technologies DeLiner Couplers and Frauscher Sensor Technologytotaling $XXX billion in investments. These deals are projected to add $XXX million in annualized"  
[X Link](https://x.com/equilyse1/status/1948711243130290561) [@equilyse1](/creator/x/equilyse1) 2025-07-25T11:45Z XXX followers, XXX engagements


"$HUBB: HubbellHBELreported strong Q2 2025 earnings driven by organic growth in Grid Infrastructure and Electrical Solutions leading to double-digit adjusted EPS growth. Full-year outlook raised to 4%6% organic growth with adjusted operating margin expansion. Key growth areas include data centersup 30%and grid modernization. A significant change: Hubbell transitioned to a unified FIFO inventory accounting standard boosting first-half EPS by $XXXX. This simplifies business reviews and better aligns expense recognition. The Utility segment saw X% growth with grid infrastructure up X% while"  
[X Link](https://x.com/equilyse1/status/1950522749190803853) [@equilyse1](/creator/x/equilyse1) 2025-07-30T11:43Z XXX followers, XXX engagements


"$PODD: Insulet $PODD reported strong Q2 earnings surpassing $600M in revenue for the first timea XX% YoY increasedriven by Omnipod X adoption especially in the Type X diabetes market and international expansion. Full-year revenue growth guidance raised to 25-28%. Omnipod X shows impressive clinical outcomesthe SECURE-T2D trial demonstrated a XXX% A1c reduction and a XX% improvement in time in range for Type X patients. Plus these patients used XX% less insulin. International growth is also booming nearly XX% YoY with Omnipod X conversions reaching XX% of the international base. Insulet is"  
[X Link](https://x.com/equilyse1/status/1953785739939807429) [@equilyse1](/creator/x/equilyse1) 2025-08-08T11:49Z XXX followers, XXX engagements


"$ABT: Abbott LaboratoriesABTreported strong Q3 2025 earnings beating EPS estimates by 1%$5.2 versus $XXXX consensusdriven by medical devices and established pharmaceuticals. Management is confident about sustained growth into 2026 fueled by new products and easing diagnostic headwinds. Full-year revenue was $XXXXXX billion in line with expectations. Medical devices shone growing XXXX% with diabetes care and electrophysiology leading the charge. Continuous glucose monitor sales hit $X billion up 17%. The company sees significant opportunity in expanding CGM use among type X non-insulin users"  
[X Link](https://x.com/equilyse1/status/1978771250819318001) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:33Z XXX followers, XXX engagements


"$PNC: PNC Financial Services Group reported a strong Q3 with record revenue and PPNR driven by growth in customers loans and deposits. Credit quality remains solid. However PNC anticipates slower real GDP growth below X% in 2025 and unemployment peaking above XXX% in mid-2026. The Fed is expected to cut rates three times consecutively. Looking ahead PNC expects stable to up X% average loan growth and approximately XXX% NII growth in 2025. They anticipate a roughly X% decrease in fee income. The company is on track to cut costs by $XXX million in 2025. Q4 share repurchases are expected to"  
[X Link](https://x.com/equilyse1/status/1978771551727010100) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:34Z XXX followers, XX engagements


"$SMMT: Summit Therapeutics $SMT announced positive Phase X Harmony X data for ivonesimab in advanced squamous non-small cell lung cancer showing a significant PFS benefit11.14 months vs XXXX months for tislelizumab. The company plans a BLA submission based on these results and is expanding its Phase X study plan. Q3 2025 ended with $XXXXXX million in cash. No guidance beat/miss. Harmony X trial data revealed a hazard ratio of XXXX (p0.0001) with consistent benefits across all PD-L1 subgroups. Objective response rate improved by XXX% with ivonesimab and the median duration of response"  
[X Link](https://x.com/equilyse1/status/1980583978013749289) [@equilyse1](/creator/x/equilyse1) 2025-10-21T10:36Z XXX followers, XXX engagements


"$DHR: Danaher CorporationDHRreported strong Q3 driven by DBS execution and bioprocessing. While full year adjusted EPS guidance of $XXXX to $XXXX beat consensus revenue guidance missed due to cautious bioprocessing equipment spending and slow life sciences recovery. Management is proactively investing in cost measures to set up 2026. Bioprocessing is experiencing robust growth especially in consumables but equipment revenue declined in the high teens. Life sciences saw a core revenue decrease of X% though pharma spending showed modest recovery. Diagnostics grew XXX% with Leica Biosystems up"  
[X Link](https://x.com/equilyse1/status/1980947458327818555) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:40Z XXX followers, XX engagements


"$AGNC: AGNC Investment Corp. reported a comprehensive loss of $XXXX per share with a negative X% economic return on tangible common equity. Despite this management is optimistic about agency MBS due to stabilizing spreads manageable supply and supportive policy statements. The company raised nearly $XXX million through its ATM offering deploying just under half by quarter-end. AGNC is strategically positioned with a strong liquidity position of $XXX billion65% of tangible equityto navigate market volatility and capitalize on wider MBS spreads. They favor upper-coupon specified pools in the 5%"  
[X Link](https://x.com/equilyse1/status/1980584629649170903) [@equilyse1](/creator/x/equilyse1) 2025-10-21T10:39Z XXX followers, XXX engagements


"$CB: Chubb Limited reported record Q2 2025 core operating EPS of $XXXX up XX% year-over-year fueled by underwriting excellence and diversified premium growth. Underwriting income hit a record with a combined ratio of XXXX. Adjusted net investment income reached nearly $XXX billion up 8%. Tangible book value per share jumped XXXX% year-over-year. The company guided for adjusted net investment income of $XXXX billion next quarter missing consensus revenue estimates. Despite softening prices in U.S. large account property business Chubb is maintaining underwriting discipline. Middle market and"  
[X Link](https://x.com/equilyse1/status/1980948232818524397) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:43Z XXX followers, XX engagements