[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.] [@EagleInvestors](/creator/twitter/EagleInvestors) "$GOOGL $GOOG $NVDA $META $AVGO ๐ข $GOOG Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ฐ Revenue: $96.43B vs. $93.98B est. beat by $2.45B โ ๐ Revenue up XXXX% YoY led by growth across all major business lines ๐ Segment Highlights Google Services: $82.5B up XX% driven by Search YouTube Ads and Subscriptions Google Cloud: $13.6B up XX% โ continued strong enterprise demand YouTube Ads and Devices: Both delivered double-digit growth ๐บ๐ฑ ๐ Stock Reaction Shares fell -X% despite strong results likely a "sell the news" reaction or guidance concerns ๐ง Final Take Another strong"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948113694614831207) 2025-07-23 20:11:13 UTC XXX followers, XXX engagements "$CMG $MCD $WEN $TSLA $GOOGL ๐ข $CMG Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. in line โ ๐ต Revenue: $3.06B vs. $3.12B est. miss by $60M โ ๐ Revenue rose X% YoY mostly from new restaurant openings ๐ฅ Whats Happening at Chipotle Comparable sales fell X% driven by a XXX% drop in traffic Higher checks (+0.9%) couldnt offset volume weakness Digital sales: XXXX% of total revenue ๐ฒ New locations continue to drive top-line growth ๐ 2025 Outlook Comp sales expected to be roughly flat for the full year ๐ Opening 315345 new restaurants with 80%+ having Chipotlanes ๐ Full-year effective tax"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948116714153283874) 2025-07-23 20:23:13 UTC XXX followers, XXX engagements "๐ฌ Philip Morris ($PM) Q2 2025 Earnings Recap Philip Morris posted record net revenues and strong operating income growth driven by its expanding smoke-free portfolio and a surprising lift in combustibles. ๐ Q2 Highlights: EPS: $XXXX vs. $XXXX est โ Revenue: $10.14B (+7.1% Y/Y) vs. $10.33B est โ Adjusted Op Income: $4.25B vs. $4.11B est โ Smoke-Free Share: XX% of revenue XX% of gross profit ๐ญ ๐ FY25 Outlook: EPS Raised: $7.43$7.56 vs. $XXXX est โ Revenue Guide: $6.0$8.0B vs. $8.29B est โ Q3 EPS Guide: $2.08$2.13 vs. $XXXX est โ ๐ก Marlboro achieved its highest global market share since"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947626512796037370) 2025-07-22 11:55:20 UTC XXX followers, XX engagements "โ $TSM Q225 Earnings Recap ๐ง๐ ๐ฅ Profit +60% YoY on strong AI/HPC demand & 3nm ramp. ๐ Key Numbers: EPADR: $XXXX โ (+$0.16 beat) Revenue: $30.07B โ (missed by $1.23B) Gross Margin: XXXX% ๐ง Op Margin: XXXX% Net Margin: XXXX% ๐ฐ ๐ Tech Mix: 3nm: XX% โ 5nm: XX% 7nm: XX% 7nm: XX% of wafer rev ๐ก HPC: XX% ๐ Smartphones: XX% ๐ ๐ต Other: Capex: $9.6B ๐ธ FCF down Q3 Guide: $31.8B$33B (beats consensus) North America: XX% ๐ China: X% ๐ Stock +4% premarket on profit beat & raised full-year outlook (+30%)"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1945835882994405817) 2025-07-17 13:20:01 UTC XXX followers, XX engagements "$NOW $CRM $TSLA $GOOGL $GOOG NOW Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ฐ Revenue: $3.22B vs. $3.12B est. beat by $100M โ ๐ Revenue up XXXX% YoY driven by strength in subscription and enterprise demand ๐งฉ Business Highlights Subscription revenue: $3.11B up XXXX% YoY ๐ฆ Current RPO (cRPO): $10.92B up XXXX% YoY Total RPO: $23.9B up XX% YoY Over XX% YoY growth in customers with $20M+ ACV ๐ข ๐ Q3 Guidance Subscription revenue: $3.26B$3.27B ๐ฎ Q3 cRPO growth expected between 18%18.5% ๐ Stock Reaction Shares jumped +8% as investors cheer strength across all key segments"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948115856451391832) 2025-07-23 20:19:49 UTC XXX followers, XXX engagements "๐ US Housing Market Warning Moodys Sounds the Alarm Moodys chief economist Mark Zandi warns that the housing market is slowing fast. ๐ ๐ป Home sales = very low ๐ง Builders pulling back ๐ฐ Mortgage rates X% no relief in sight ๐บ Price Change (May 2025 YoY): ๐ฉ X% growth: Midwest Northeast ๐ฆ 2.55%: Some South/Plains areas ๐ง 02.4%: Much of the West ๐ฅ Falling prices: TX FL CO CA Southeast ๐ฆ Listings are surging: Austin +70% Denver +58% Memphis +51% ๐ฌ Zandi: Prices have gone sideways and are set to fall. Source: Moodys Analytics #HousingMarket #RealEstate #MortgageRates #USHomes #Zandi"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1945106333381935133) 2025-07-15 13:01:02 UTC XXX followers, XX engagements "๐ General Motors ($GM) Q2 Earnings Recap GM posted a solid quarter with beats on revenue and EPS though vehicle sales came in slightly below expectations. FY25 earnings guidance was reaffirmed but sits just below consensus. ๐ Key Metrics: EPS: $XXXX vs. $XXXX est โ Revenue: $47.12B vs. $46.00B est โ Vehicle Sales: 974K vs. 999K est โ EBIT-adjusted: $3.04B ๐ FY25 Outlook: Adj. EPS: $8.25$10.00 (vs. $XXXX est) EBIT-adjusted: $10.0B$12.5B ๐ Margins declined due to higher costs but strong pricing and cost discipline helped offset some pressure: EBIT margin fell XXX bps YoY to XXX% Free cash"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947615607819551175) 2025-07-22 11:12:00 UTC XXX followers, XX engagements "๐ฆ Earnings Week is Here $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947291106481201579) 2025-07-21 13:42:33 UTC XXX followers, XXX engagements "๐ Earnings to Watch Tonight: ๐ Tuesday After Hours (AH): ๐งฌ ISRG Robotic surgery systems ๐ป SAP Business software & cloud tech โ ENPH Solar energy & microinverters โฝ MTDR Oil & gas producer ๐ณ COF Capital One credit & banking ๐ TXN Chips & semiconductors โฝ RRC Natural gas company ๐ KARO Fleet & car tracking tech ๐ข CSGP Real estate data platform โฝ EQT Biggest U.S. gas producer ๐ Wednesday Before Market Open (BMO): โก GEV GEs renewable energy unit โ FCX Copper and mining leader ๐ APH Electronic connectors ๐ T AT&T wireless and internet ๐งฌ TMO Scientific tools & services ๐ณ FI Financial"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947735722204553561) 2025-07-22 19:09:18 UTC XXX followers, XXX engagements "๐ข $BKR Q2 Earnings Recap ๐ต EPS: $XXXX vs. $XXXX est. solid beat โ ๐ฐ Revenue: $6.91B vs. $6.63B est. another beat โ ๐ Revenue down XXX% YoY but still outperformed Wall Street expectations ๐ Business Breakdown ๐ฆ Total orders: $7B with IET segment bringing in $3.5B ๐ Record backlog: $34B driven by demand for energy tech ๐ธ Operating cash flow: $510M ๐ฟ Free cash flow: $239M ๐ Returned $423M to shareholders including $196M in buybacks ๐ Profitability ๐งพ Adj. EBITDA rose X% YoY showing solid execution and margins holding strong ๐ Market Reaction ๐ Stock moved +1.7% after-hours as"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947970978002165985) 2025-07-23 10:44:07 UTC XXX followers, XX engagements "$TSLA $GOOGL $GOOG $AMZN $NVDA ๐ข $TSLA Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. in line โ ๐ต Revenue: $22.49B vs. $22.13B est. beat by $360M โ ๐ Revenue declined XXXX% YoY but still topped expectations ๐ Capital Spending & Cash Flow Capex: $2.39B vs. $1.49B in Q1 ramping up factory and AI infra ๐ Free cash flow: $146M down from $664M last quarter ๐ธ ๐ Stock Reaction Shares moved +0.2% after-hours modestly positive ๐ง Final Take Tesla continues to prioritize long-term investment over near-term profits. Despite lower revenue and cash flow markets stayed steady on optimism around"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948115068924645724) 2025-07-23 20:16:41 UTC XXX followers, XXX engagements "๐ข $AAL Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ฐ Revenue: $14.40B vs. $14.29B est. beat by $110M โ ๐ Revenue up XXX% YoY showing flat growth but strong execution โ Operational Highlights Q2 profit boosted by steady demand and cost management Business stabilized post-pandemic but booking pace moderating ๐ Forward Guidance Q3 EPS: guided to -$0.10 to -$0.60 โ FY25 EPS: range of -$0.20 to $XXXX midpoint $XXXX vs. $XXXX est. โ Weak Q3 outlook weighs on sentiment despite Q2 strength ๐ง Final Take $AAL outperformed in Q2 but weak guidance for the rest of the year raises"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948344291899617754) 2025-07-24 11:27:32 UTC XXX followers, XXX engagements "๐ข $BX Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ต Revenue: $3.71B vs. $2.81B est. beat by $900M โ ๐ Revenue grew XX% YoY on strong performance across business lines ๐ฆ Assets & Capital Activity Total AUM: $1.21T (+13% YoY) Fee-Earning AUM: $887.1B Perpetual Capital AUM: $484.6B Inflows: $52.1B for the quarter $211.8B over LTM ๐ผ Deployments: $33.1B (Q2) $145.1B (LTM) ๐ Realizations: $23.4B (Q2) $97.5B (LTM) ๐ Net accrued performance fees: $6.6B or $5.37/share ๐น ๐ธ Shareholder Return Declared $1.03/share dividend payable August XX 2025 ๐ต ๐ง Final Take Blackstone"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948344441883746538) 2025-07-24 11:28:08 UTC XXX followers, XX engagements "๐ฆ Zions Bancorporation ($ZION) Q2 Earnings Recap Zions delivered strong second-quarter results with solid beats on both earnings and revenue and notable improvements in profitability and credit quality. ๐ Key Highlights: EPS: $XXXX vs. $XXXX est โ Revenue: $838M (+8% YoY) vs. $811M est โ Net Income: $243M up from $190M a year ago Net Interest Margin: XXXX% vs. XXXX% a year ago โ Loan Growth: +4% YoY Noninterest Income: +7% YoY Net Charge-Offs: Just XXXX% of average loans ๐ฃ CEO Harris Simmons highlighted improving economic sentiment and expressed increased optimism for the back half of"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947393924336582660) 2025-07-21 20:31:07 UTC XXX followers, XX engagements "๐ฌ Intuitive Surgical ($ISRG) Q2 2025 Earnings Recap ๐ค โ EPS Beat: $XXXX vs. $XXXX est. (+23% Y/Y) โ Revenue Beat: $2.44B vs. $2.35B est. (+22% Y/Y) ๐ Shares -XXX% AH despite strong results ๐ฆ Strong Growth Drivers: XX% da Vinci procedure growth ๐ XXX da Vinci systems placed (180 were da Vinci 5) ๐ฅ Installed base up XX% to 10488 systems ๐ Non-GAAP net income rose to $798M (+24% Y/Y) ๐ Regulatory Wins: EU MDR approval โ Japan clearance for da Vinci X ๐ 2025 Outlook: ๐ Gross margin: 6667% (vs. XXXX% in 2024) due to tariffs ๐ Operating expense growth: 1014% ๐ Procedure growth: 15.517%"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947757377480261883) 2025-07-22 20:35:21 UTC XXX followers, XX engagements "๐ Enphase Energy ($ENPH) Q2 2025 Earnings Recap โ๐ โ Beat on EPS & Revenue: Enphase delivered Q2 Non-GAAP EPS of $XXXX beating estimates by $XXXX and reported revenue of $363.2M topping forecasts by $3.45M. Revenue grew +19.7% year-over-year signaling a solid rebound in solar demand. ๐๐ฐ ๐ฆ Operational Highlights: Shipped 1.41M microinverters and a record XXXX MWh of IQ Batteries โก๐ GAAP Gross Margin: XXXX% No-GAAP Gross Margin: XXXX% (including IRA benefit) Non-GAAP Operating Income: $98.6M Non-GAAP Net Income: $89.9M Exited Q2 with $1.53B in cash ๐ผ๐ต Repurchased 703K shares in the"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947762573958430819) 2025-07-22 20:55:59 UTC XXX followers, XXX engagements "$IBM $ORCL $AMZN $MSFT $GOOGL ๐ข $IBM Q2 Earnings Recap ๐ต EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ Revenue: $17.00B vs. $16.59B est. beat by $410M โ ๐ Revenue rose XXX% YoY driven by strength across software and consulting ๐ FY25 Outlook Still expects 5%+ revenue growth in constant currency ๐ FX expected to be a 1.5-point tailwind this year Raised free cash flow guidance to $13.5B ๐ธ ๐ Stock Reaction Shares slipped -X% possibly due to cautious investor sentiment despite solid numbers ๐ง Final Take IBM continues to show stable growth with strong cash generation. While the market"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948114427666219157) 2025-07-23 20:14:08 UTC XXX followers, XXX engagements "๐ D.R. Horton ($DHI) Q3 Earnings Recap ๐ DHI delivered a strong beat in Q3 topping both revenue and EPS estimates and tightening its full-year outlook all while continuing aggressive buybacks and capital returns. ๐ช ๐ Key Metrics: Revenue: $9.23B vs. $8.76B est โ GAAP EPS: $XXXX vs. $XXXX est โ FY25 Revenue Guidance: $33.7B$34.2B vs. $33.87B est ๐ฏ FY25 Share Buybacks: $4.2B$4.4B ๐ผ (new) ๐ก Highlights: 23160 homes closed $8.4B in new home sales orders ROE: XXXX% ROA: XXXX% $1.2B in share repurchases + $122M in dividends this quarter ๐ธ With strong closings solid profitability and $3B+ in"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947609947664990641) 2025-07-22 10:49:31 UTC XXX followers, XX engagements "๐ Earnings to Watch ๐ Tuesday After Hours (AH): ๐งฌ ISRG Robotic surgery systems ๐ป SAP Business software & cloud tech โ ENPH Solar energy & microinverters โฝ MTDR Oil & gas producer ๐ณ COF Capital One credit & banking ๐ TXN Chips & semiconductors โฝ RRC Natural gas company ๐ KARO Fleet & car tracking tech ๐ข CSGP Real estate data platform โฝ EQT Biggest U.S. gas producer ๐ Wednesday Before Market Open (BMO): โก GEV GEs renewable energy unit โ FCX Copper and mining leader ๐ APH Electronic connectors ๐ T AT&T wireless and internet ๐งฌ TMO Scientific tools & services ๐ณ FI Financial tech"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947736819023433827) 2025-07-22 19:13:39 UTC XXX followers, XX engagements "๐ณ Capital One Financial ($COF) Q2 Earnings Recap ๐ EPS Surprise: Capital One crushed estimates with Q2 EPS of $XXXX beating by $XXXX though revenue of $12.5B missed by $370M (+31.4% YoY). ๐ฐ ๐ Highlights: Pre-provision earnings rose XX% to $5.5B. Credit provisions jumped to $11.4B including $3.1B in net charge-offs and a $7.9B loan reserve build. โ Net interest margin hit XXXX% up 69bps. ๐ Period-end loans surged XX% YoY to $439B led by a XX% jump in credit card loans. ๐ณ๐ Deposits also climbed XX% YoY to $468.1B. ๐ฆ ๐ก Capital Strength: CET1 ratio held strong at XXXX% while operating"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947754563320070585) 2025-07-22 20:24:10 UTC XXX followers, XXX engagements "๐ข $NEE Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ฐ Revenue: $6.70B vs. $7.50B est. miss by $800M โ โก Revenue still grew XXXX% YoY powered by renewables demand ๐ฟ Business Highlights Strong renewables growth at NextEra Energy Resources Added XXX GW to its backlog this quarter with 1+ GW for hyperscalers (AI data centers) ๐ Florida Power & Light posted net income of $1.28B up X% Capital expenditures for the quarter: $2B ๐ญ Guidance FY25 EPS Guide: $3.45$3.70 (below $XXXX est.) 2026 EPS Guide: $3.63$4.00 vs. $XXXX est. โ 2027 EPS Guide: $3.85$4.32 vs. $XXXX est. โ Company"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947994624766656940) 2025-07-23 12:18:05 UTC XXX followers, XXX engagements "๐ Top XX Most Shorted S&P XXX Stocks (June 2025) (% of float sold short) Enphase Energy (ENPH) XXXXX% ๐ Moderna (MRNA) XXXXX% ๐ Super Micro (SMCI) XXXXX% ๐ง Albemarle (ALB) XXXXX% โ Omnicom Group (OMC) XXXXX% ๐บ Paramount Global (PARA) XXXXX% ๐ฌ Charter Comm (CHTR) XXXXX% ๐ก Caesars Ent. (CZR) XXXXX% ๐ฐ Campbell Soup (CPB) XXXXX% ๐ฅฃ MGM Resorts (MGM) XXXXX% ๐จ ๐ High short interest = bearish bets ๐ Also a setup to watch for squeezes. #ShortInterest #StocksToWatch #SP500 #ENPH #MRNA #SMCI #Markets"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1945115759803240934) 2025-07-15 13:38:30 UTC XXX followers, XXX engagements "Northrop Grumman ($NOC) Q2 Earnings Recap ๐ฐ โ Top & Bottom Line Beat: GAAP EPS: $XXXX vs. $XXXX est. (+28% Y/Y) Revenue: $10.4B (+1.8% Y/Y) vs. $10.09B est. ๐ Raised FY25 Outlook: EPS Guidance: Now $25.00$25.40 (up from $24.95$25.35) Free Cash Flow: Raised to $3.05B$3.35B Segment Operating Income: Upped to $4.275B$4.375B ๐ฆ Backlog: $89.7B ๐ International Sales: +18% Y/Y ๐ฅ Defense systems and missile programs driving strong momentum including B-21 Sentinel and global missile defense demand. ๐ฌ CEO Kathy Warden: Were seeing exceptional demand across defense segments and are increasing"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947751242660254097) 2025-07-22 20:10:58 UTC XXX followers, XX engagements "๐ข $HON Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ต Revenue: $10.35B vs. $10.06B est. beat by $290M โ ๐ Organic sales growth: +5% top end of raised guide ๐ฉ Segment Highlights Aerospace: $4.31B strong YoY but just below estimate Commercial aftermarket up 7%; backlog grew XX% ๐ฆ Building Automation: $1.83B beat expectations strong orders ๐ Energy & Sustainability Solutions: $1.18B continued momentum โป Productivity solutions sales down X% impacted by Europe ๐ 2025 Outlook Raised FY25 Sales: $40.8B$41.3B vs. $40.32B est. ๐ผ FY25 EPS: $10.45$10.65 vs. $XXXXX est. ๐ผ"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948339383347614066) 2025-07-24 11:08:02 UTC XXX followers, XX engagements "โ SAP ($SAP) Q2 Earnings Recap โ Strong Cloud & AI Momentum: SAP delivered Q2 Non-GAAP EPS of XXXX beating consensus of $XXXX (USD equivalent $1.76) while revenue came in at 9.03B ($10.6B) rising +8.9% Y/Y just under the $10.63B estimate. ๐ Shares dipped X% post-market despite the strong underlying performance. โ Cloud Strength Highlights: Cloud Revenue: 6.03B +28% Y/Y at constant currencies Cloud ERP Suite: Up XX% Y/Y at constant currencies SaaS/PaaS Revenue: +30% Y/Y at constant currencies Cloud Backlog: 18.1B +28% Y/Y at constant currencies (USD: $21.26B) ๐ ๐ก AI Driving the Future: CEO"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947767006180278613) 2025-07-22 21:13:36 UTC XXX followers, XX engagements "๐ท American Express ($AXP) Q2 2025 Earnings Recap ๐ท๐ทAmex delivered a strong quarter beating EPS and revenue estimates while reaffirming guidance and benefiting from robust card member spending and premium product demand. ๐ท Highlights: EPS: $XXXX vs. $XXXX est ๐ทRevenue: $17.86B vs. $17.70B est ๐ทBilled Business: $416.3B (up X% YoY) Network Volume: $472B beat est. of $466.3B Net Interest Income: $4.19B (slightly below $4.23B est) Credit Loss Provision: $1.41B (beat est.) New Cards Acquired: 3.1M ๐ท Guidance Reaffirmed: FY25 Revenue Growth: XXX% vs. XXXX% est ๐ทFY25 EPS: $15.00$15.50 vs."  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1946203810499555732) 2025-07-18 13:42:01 UTC XXX followers, XX engagements "$CCI $AMT $O $VICI $VZ $T ๐ข $CCI Q2 Earnings Recap ๐ข FFO: $XXXX vs. $XXXX est. beat by $XXXX โ ๐ต Revenue: $1.06B vs. $1.04B est. beat by $20M โ ๐ Revenue down XXX% YoY mostly due to lower site rental revenue ๐ฆ Operational Highlights Net income: $291M vs. $251M a year ago Adjusted EBITDA: $705M down slightly from $727M Cost savings from office closures and staff reductions helped offset softness Organic site rental billing growth: XXX% in line with prior quarters ๐ ๐ 2025 Outlook FY25 FFO guidance midpoint: $XXXX in line with consensus Core leasing activity and escalators continue to"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948117810691084485) 2025-07-23 20:27:35 UTC XXX followers, XXX engagements "Texas Instruments ($TXN) Q2 Earnings Recap โ EPS & Revenue Beat: TXN posted Q2 GAAP EPS of $XXXX beating estimates by $XXXX with revenue of $4.45B up XXXX% YoY and $130M above expectations. ๐ต ๐ฆ Broad-Based Strength: Revenue grew X% sequentially driven by continued recovery in the industrial segment and strong performance across end markets. ๐ ๐ฐ Cash Power: Over the trailing XX months: $6.4B in operating cash flow ๐ธ $1.8B in free cash flow ๐ฆ Returned $6.7B to shareholders via dividends & buybacks ๐ Invested $3.9B in R&D and SG&A and $4.9B in CapEx ๐ Stock Reaction: Shares fell XXX% AH"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947752843118866903) 2025-07-22 20:17:19 UTC XXX followers, XX engagements "๐ซ RTX Corporation ($RTX) Q2 Earnings Recap RTX posted a strong Q2 beating on both earnings and revenue while raising full-year sales guidance thanks to strength in commercial and defense demand despite trimming EPS guidance slightly due to tariffs and tax impacts. ๐ Quarter Highlights: EPS: $XXXX vs. $XXXX est โ Revenue: $21.58B (+9% YoY) vs. $20.63B est โ Operating Cash Flow: $0.5B Free Cash Flow: -$0.1B (outflow) ๐ฆ Backlog: $236B $144B commercial $92B defense ๐ FY25 Outlook: Adjusted Sales: $84.75$85.5B (raised) โ Organic Growth: 6%7% (raised) โ EPS: $5.80$5.95 (lowered from $6.00$6.15)"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947621335854657586) 2025-07-22 11:34:46 UTC XXX followers, XX engagements "๐ฆ Eagle Watchlist Earnings Week is Here ๐จ $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more ๐ X of the Mag X report while the market hits all-time highs Inside Eagle Investors: โ Daily watchlists ๐ฏ Trade setups on earnings plays ๐ง Recaps & Discussions ๐ Join our Discord 10-Day Free Trial ๐ Scan the QR or hit the link in bio #EarningsWatch #StockMarket #TSLA #GOOGL #Investing #OptionsTrading #TradingCommunity #EarningsSeason #DiscordAlerts"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1946623379299258533) 2025-07-19 17:29:14 UTC XXX followers, XXX engagements "๐ฉ Lockheed Martin ($LMT) Q2 2025 Earnings Recap ๐ Defense giant Lockheed Martin delivered a strong EPS beat but missed on revenue and lowered full-year earnings guidance after taking $1.6B in pre-tax charges. ๐ Q2 Highlights: EPS (Adj.): $XXXX vs. $XXXX est โ Revenue: $18.16B vs. $18.54B est โ GAAP EPS: $XXXX ( XX% Y/Y) due to charges โ Backlog: $166.5B +5.2% Y/Y โ ๐ FY25 Outlook: Revenue: $73.75$74.75B (Reaffirmed) โ EPS: Lowered to $21.70$22.00 vs. prior $27+ โ Free Cash Flow: Reaffirmed at $6.6B$6.8B โ ๐งพ Operating margin fell sharply to XXX% down from XXXX% a year ago. Free cash flow"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947630015505416418) 2025-07-22 12:09:15 UTC XXX followers, XX engagements "๐ฆ Genuine Parts Company ($GPC) Q2 Earnings Recap โ Q2 Results Beat Expectations: Revenue: $6.20B vs. $6.11B est. EPS: $XXXX vs. $XXXX est. ๐ Guidance Revised Down: FY25 EPS Guidance: Now $7.50$8.00 down from $7.75$8.25 FY25 Revenue Growth: Trimmed to 1%3% vs. prior 2%4% Tariff headwinds cited as a key factor for the lowered outlook ๐ ๐ Despite the cautious FY outlook GPC delivered a solid quarter aided by acquisitions and FX benefit. Automotive segment sales rose X% while Industrial lagged slightly. ๐ Stock Reaction: Shares jumped XXX% on the earnings beat and continued strategic"  [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947732347937292545) 2025-07-22 18:55:53 UTC XXX followers, XX engagements
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@EagleInvestors
"$GOOGL $GOOG $NVDA $META $AVGO ๐ข $GOOG Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ฐ Revenue: $96.43B vs. $93.98B est. beat by $2.45B โ
๐ Revenue up XXXX% YoY led by growth across all major business lines ๐ Segment Highlights Google Services: $82.5B up XX% driven by Search YouTube Ads and Subscriptions Google Cloud: $13.6B up XX% โ continued strong enterprise demand YouTube Ads and Devices: Both delivered double-digit growth ๐บ๐ฑ ๐ Stock Reaction Shares fell -X% despite strong results likely a "sell the news" reaction or guidance concerns ๐ง Final Take Another strong" @EagleInvestors on X 2025-07-23 20:11:13 UTC XXX followers, XXX engagements
"$CMG $MCD $WEN $TSLA $GOOGL ๐ข $CMG Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. in line โ ๐ต Revenue: $3.06B vs. $3.12B est. miss by $60M โ ๐ Revenue rose X% YoY mostly from new restaurant openings ๐ฅ Whats Happening at Chipotle Comparable sales fell X% driven by a XXX% drop in traffic Higher checks (+0.9%) couldnt offset volume weakness Digital sales: XXXX% of total revenue ๐ฒ New locations continue to drive top-line growth ๐
2025 Outlook Comp sales expected to be roughly flat for the full year ๐ Opening 315345 new restaurants with 80%+ having Chipotlanes ๐ Full-year effective tax" @EagleInvestors on X 2025-07-23 20:23:13 UTC XXX followers, XXX engagements
"๐ฌ Philip Morris ($PM) Q2 2025 Earnings Recap Philip Morris posted record net revenues and strong operating income growth driven by its expanding smoke-free portfolio and a surprising lift in combustibles. ๐ Q2 Highlights: EPS: $XXXX vs. $XXXX est โ
Revenue: $10.14B (+7.1% Y/Y) vs. $10.33B est โ Adjusted Op Income: $4.25B vs. $4.11B est โ
Smoke-Free Share: XX% of revenue XX% of gross profit ๐ญ ๐
FY25 Outlook: EPS Raised: $7.43$7.56 vs. $XXXX est โ
Revenue Guide: $6.0$8.0B vs. $8.29B est โ Q3 EPS Guide: $2.08$2.13 vs. $XXXX est โ ๐ก Marlboro achieved its highest global market share since" @EagleInvestors on X 2025-07-22 11:55:20 UTC XXX followers, XX engagements
"โ $TSM Q225 Earnings Recap ๐ง๐ ๐ฅ Profit +60% YoY on strong AI/HPC demand & 3nm ramp. ๐ Key Numbers: EPADR: $XXXX โ
(+$0.16 beat) Revenue: $30.07B โ (missed by $1.23B) Gross Margin: XXXX% ๐ง Op Margin: XXXX% Net Margin: XXXX% ๐ฐ ๐ Tech Mix: 3nm: XX% โ 5nm: XX% 7nm: XX% 7nm: XX% of wafer rev ๐ก HPC: XX% ๐ Smartphones: XX% ๐ ๐ต Other: Capex: $9.6B ๐ธ FCF down Q3 Guide: $31.8B$33B (beats consensus) North America: XX% ๐ China: X% ๐ Stock +4% premarket on profit beat & raised full-year outlook (+30%)" @EagleInvestors on X 2025-07-17 13:20:01 UTC XXX followers, XX engagements
"$NOW $CRM $TSLA $GOOGL $GOOG NOW Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ฐ Revenue: $3.22B vs. $3.12B est. beat by $100M โ
๐ Revenue up XXXX% YoY driven by strength in subscription and enterprise demand ๐งฉ Business Highlights Subscription revenue: $3.11B up XXXX% YoY ๐ฆ Current RPO (cRPO): $10.92B up XXXX% YoY Total RPO: $23.9B up XX% YoY Over XX% YoY growth in customers with $20M+ ACV ๐ข ๐
Q3 Guidance Subscription revenue: $3.26B$3.27B ๐ฎ Q3 cRPO growth expected between 18%18.5% ๐ Stock Reaction Shares jumped +8% as investors cheer strength across all key segments" @EagleInvestors on X 2025-07-23 20:19:49 UTC XXX followers, XXX engagements
"๐ US Housing Market Warning Moodys Sounds the Alarm Moodys chief economist Mark Zandi warns that the housing market is slowing fast. ๐ ๐ป Home sales = very low ๐ง Builders pulling back ๐ฐ Mortgage rates X% no relief in sight ๐บ Price Change (May 2025 YoY): ๐ฉ X% growth: Midwest Northeast ๐ฆ 2.55%: Some South/Plains areas ๐ง 02.4%: Much of the West ๐ฅ Falling prices: TX FL CO CA Southeast ๐ฆ Listings are surging: Austin +70% Denver +58% Memphis +51% ๐ฌ Zandi: Prices have gone sideways and are set to fall. Source: Moodys Analytics #HousingMarket #RealEstate #MortgageRates #USHomes #Zandi" @EagleInvestors on X 2025-07-15 13:01:02 UTC XXX followers, XX engagements
"๐ General Motors ($GM) Q2 Earnings Recap GM posted a solid quarter with beats on revenue and EPS though vehicle sales came in slightly below expectations. FY25 earnings guidance was reaffirmed but sits just below consensus. ๐ Key Metrics: EPS: $XXXX vs. $XXXX est โ
Revenue: $47.12B vs. $46.00B est โ
Vehicle Sales: 974K vs. 999K est โ EBIT-adjusted: $3.04B ๐
FY25 Outlook: Adj. EPS: $8.25$10.00 (vs. $XXXX est) EBIT-adjusted: $10.0B$12.5B ๐ Margins declined due to higher costs but strong pricing and cost discipline helped offset some pressure: EBIT margin fell XXX bps YoY to XXX% Free cash" @EagleInvestors on X 2025-07-22 11:12:00 UTC XXX followers, XX engagements
"๐ฆ
Earnings Week is Here $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more" @EagleInvestors on X 2025-07-21 13:42:33 UTC XXX followers, XXX engagements
"๐ Earnings to Watch Tonight: ๐
Tuesday After Hours (AH): ๐งฌ ISRG Robotic surgery systems ๐ป SAP Business software & cloud tech โ ENPH Solar energy & microinverters โฝ MTDR Oil & gas producer ๐ณ COF Capital One credit & banking ๐ TXN Chips & semiconductors โฝ RRC Natural gas company ๐ KARO Fleet & car tracking tech ๐ข CSGP Real estate data platform โฝ EQT Biggest U.S. gas producer ๐
Wednesday Before Market Open (BMO): โก GEV GEs renewable energy unit โ FCX Copper and mining leader ๐ APH Electronic connectors ๐ T AT&T wireless and internet ๐งฌ TMO Scientific tools & services ๐ณ FI Financial" @EagleInvestors on X 2025-07-22 19:09:18 UTC XXX followers, XXX engagements
"๐ข $BKR Q2 Earnings Recap ๐ต EPS: $XXXX vs. $XXXX est. solid beat โ
๐ฐ Revenue: $6.91B vs. $6.63B est. another beat โ
๐ Revenue down XXX% YoY but still outperformed Wall Street expectations ๐ Business Breakdown ๐ฆ Total orders: $7B with IET segment bringing in $3.5B ๐ Record backlog: $34B driven by demand for energy tech ๐ธ Operating cash flow: $510M ๐ฟ Free cash flow: $239M ๐ Returned $423M to shareholders including $196M in buybacks ๐ Profitability ๐งพ Adj. EBITDA rose X% YoY showing solid execution and margins holding strong ๐ Market Reaction ๐ Stock moved +1.7% after-hours as" @EagleInvestors on X 2025-07-23 10:44:07 UTC XXX followers, XX engagements
"$TSLA $GOOGL $GOOG $AMZN $NVDA ๐ข $TSLA Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. in line โ ๐ต Revenue: $22.49B vs. $22.13B est. beat by $360M โ
๐ Revenue declined XXXX% YoY but still topped expectations ๐ Capital Spending & Cash Flow Capex: $2.39B vs. $1.49B in Q1 ramping up factory and AI infra ๐ Free cash flow: $146M down from $664M last quarter ๐ธ ๐ Stock Reaction Shares moved +0.2% after-hours modestly positive ๐ง Final Take Tesla continues to prioritize long-term investment over near-term profits. Despite lower revenue and cash flow markets stayed steady on optimism around" @EagleInvestors on X 2025-07-23 20:16:41 UTC XXX followers, XXX engagements
"๐ข $AAL Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ฐ Revenue: $14.40B vs. $14.29B est. beat by $110M โ
๐ Revenue up XXX% YoY showing flat growth but strong execution โ Operational Highlights Q2 profit boosted by steady demand and cost management Business stabilized post-pandemic but booking pace moderating ๐ Forward Guidance Q3 EPS: guided to -$0.10 to -$0.60 โ FY25 EPS: range of -$0.20 to $XXXX midpoint $XXXX vs. $XXXX est. โ Weak Q3 outlook weighs on sentiment despite Q2 strength ๐ง Final Take $AAL outperformed in Q2 but weak guidance for the rest of the year raises" @EagleInvestors on X 2025-07-24 11:27:32 UTC XXX followers, XXX engagements
"๐ข $BX Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ต Revenue: $3.71B vs. $2.81B est. beat by $900M โ
๐ Revenue grew XX% YoY on strong performance across business lines ๐ฆ Assets & Capital Activity Total AUM: $1.21T (+13% YoY) Fee-Earning AUM: $887.1B Perpetual Capital AUM: $484.6B Inflows: $52.1B for the quarter $211.8B over LTM ๐ผ Deployments: $33.1B (Q2) $145.1B (LTM) ๐ Realizations: $23.4B (Q2) $97.5B (LTM) ๐ Net accrued performance fees: $6.6B or $5.37/share ๐น ๐ธ Shareholder Return Declared $1.03/share dividend payable August XX 2025 ๐ต ๐ง Final Take Blackstone" @EagleInvestors on X 2025-07-24 11:28:08 UTC XXX followers, XX engagements
"๐ฆ Zions Bancorporation ($ZION) Q2 Earnings Recap Zions delivered strong second-quarter results with solid beats on both earnings and revenue and notable improvements in profitability and credit quality. ๐ Key Highlights: EPS: $XXXX vs. $XXXX est โ
Revenue: $838M (+8% YoY) vs. $811M est โ
Net Income: $243M up from $190M a year ago Net Interest Margin: XXXX% vs. XXXX% a year ago โ
Loan Growth: +4% YoY Noninterest Income: +7% YoY Net Charge-Offs: Just XXXX% of average loans ๐ฃ CEO Harris Simmons highlighted improving economic sentiment and expressed increased optimism for the back half of" @EagleInvestors on X 2025-07-21 20:31:07 UTC XXX followers, XX engagements
"๐ฌ Intuitive Surgical ($ISRG) Q2 2025 Earnings Recap ๐ค โ
EPS Beat: $XXXX vs. $XXXX est. (+23% Y/Y) โ
Revenue Beat: $2.44B vs. $2.35B est. (+22% Y/Y) ๐ Shares -XXX% AH despite strong results ๐ฆ Strong Growth Drivers: XX% da Vinci procedure growth ๐ XXX da Vinci systems placed (180 were da Vinci 5) ๐ฅ Installed base up XX% to 10488 systems ๐ Non-GAAP net income rose to $798M (+24% Y/Y) ๐ Regulatory Wins: EU MDR approval โ
Japan clearance for da Vinci X ๐ 2025 Outlook: ๐ Gross margin: 6667% (vs. XXXX% in 2024) due to tariffs ๐ Operating expense growth: 1014% ๐ Procedure growth: 15.517%" @EagleInvestors on X 2025-07-22 20:35:21 UTC XXX followers, XX engagements
"๐ Enphase Energy ($ENPH) Q2 2025 Earnings Recap โ๐ โ
Beat on EPS & Revenue: Enphase delivered Q2 Non-GAAP EPS of $XXXX beating estimates by $XXXX and reported revenue of $363.2M topping forecasts by $3.45M. Revenue grew +19.7% year-over-year signaling a solid rebound in solar demand. ๐๐ฐ ๐ฆ Operational Highlights: Shipped 1.41M microinverters and a record XXXX MWh of IQ Batteries โก๐ GAAP Gross Margin: XXXX% No-GAAP Gross Margin: XXXX% (including IRA benefit) Non-GAAP Operating Income: $98.6M Non-GAAP Net Income: $89.9M Exited Q2 with $1.53B in cash ๐ผ๐ต Repurchased 703K shares in the" @EagleInvestors on X 2025-07-22 20:55:59 UTC XXX followers, XXX engagements
"$IBM $ORCL $AMZN $MSFT $GOOGL ๐ข $IBM Q2 Earnings Recap ๐ต EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ Revenue: $17.00B vs. $16.59B est. beat by $410M โ
๐ Revenue rose XXX% YoY driven by strength across software and consulting ๐ FY25 Outlook Still expects 5%+ revenue growth in constant currency ๐ FX expected to be a 1.5-point tailwind this year Raised free cash flow guidance to $13.5B ๐ธ ๐ Stock Reaction Shares slipped -X% possibly due to cautious investor sentiment despite solid numbers ๐ง Final Take IBM continues to show stable growth with strong cash generation. While the market" @EagleInvestors on X 2025-07-23 20:14:08 UTC XXX followers, XXX engagements
"๐ D.R. Horton ($DHI) Q3 Earnings Recap ๐ DHI delivered a strong beat in Q3 topping both revenue and EPS estimates and tightening its full-year outlook all while continuing aggressive buybacks and capital returns. ๐ช ๐ Key Metrics: Revenue: $9.23B vs. $8.76B est โ
GAAP EPS: $XXXX vs. $XXXX est โ
FY25 Revenue Guidance: $33.7B$34.2B vs. $33.87B est ๐ฏ FY25 Share Buybacks: $4.2B$4.4B ๐ผ (new) ๐ก Highlights: 23160 homes closed $8.4B in new home sales orders ROE: XXXX% ROA: XXXX% $1.2B in share repurchases + $122M in dividends this quarter ๐ธ With strong closings solid profitability and $3B+ in" @EagleInvestors on X 2025-07-22 10:49:31 UTC XXX followers, XX engagements
"๐ Earnings to Watch ๐
Tuesday After Hours (AH): ๐งฌ ISRG Robotic surgery systems ๐ป SAP Business software & cloud tech โ ENPH Solar energy & microinverters โฝ MTDR Oil & gas producer ๐ณ COF Capital One credit & banking ๐ TXN Chips & semiconductors โฝ RRC Natural gas company ๐ KARO Fleet & car tracking tech ๐ข CSGP Real estate data platform โฝ EQT Biggest U.S. gas producer ๐
Wednesday Before Market Open (BMO): โก GEV GEs renewable energy unit โ FCX Copper and mining leader ๐ APH Electronic connectors ๐ T AT&T wireless and internet ๐งฌ TMO Scientific tools & services ๐ณ FI Financial tech" @EagleInvestors on X 2025-07-22 19:13:39 UTC XXX followers, XX engagements
"๐ณ Capital One Financial ($COF) Q2 Earnings Recap ๐ EPS Surprise: Capital One crushed estimates with Q2 EPS of $XXXX beating by $XXXX though revenue of $12.5B missed by $370M (+31.4% YoY). ๐ฐ ๐ Highlights: Pre-provision earnings rose XX% to $5.5B. Credit provisions jumped to $11.4B including $3.1B in net charge-offs and a $7.9B loan reserve build. โ Net interest margin hit XXXX% up 69bps. ๐ Period-end loans surged XX% YoY to $439B led by a XX% jump in credit card loans. ๐ณ๐ Deposits also climbed XX% YoY to $468.1B. ๐ฆ ๐ก Capital Strength: CET1 ratio held strong at XXXX% while operating" @EagleInvestors on X 2025-07-22 20:24:10 UTC XXX followers, XXX engagements
"๐ข $NEE Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ฐ Revenue: $6.70B vs. $7.50B est. miss by $800M โ โก Revenue still grew XXXX% YoY powered by renewables demand ๐ฟ Business Highlights Strong renewables growth at NextEra Energy Resources Added XXX GW to its backlog this quarter with 1+ GW for hyperscalers (AI data centers) ๐ Florida Power & Light posted net income of $1.28B up X% Capital expenditures for the quarter: $2B ๐ญ Guidance FY25 EPS Guide: $3.45$3.70 (below $XXXX est.) 2026 EPS Guide: $3.63$4.00 vs. $XXXX est. โ 2027 EPS Guide: $3.85$4.32 vs. $XXXX est. โ Company" @EagleInvestors on X 2025-07-23 12:18:05 UTC XXX followers, XXX engagements
"๐ Top XX Most Shorted S&P XXX Stocks (June 2025) (% of float sold short) Enphase Energy (ENPH) XXXXX% ๐ Moderna (MRNA) XXXXX% ๐ Super Micro (SMCI) XXXXX% ๐ง Albemarle (ALB) XXXXX% โ Omnicom Group (OMC) XXXXX% ๐บ Paramount Global (PARA) XXXXX% ๐ฌ Charter Comm (CHTR) XXXXX% ๐ก Caesars Ent. (CZR) XXXXX% ๐ฐ Campbell Soup (CPB) XXXXX% ๐ฅฃ MGM Resorts (MGM) XXXXX% ๐จ ๐ High short interest = bearish bets ๐ Also a setup to watch for squeezes. #ShortInterest #StocksToWatch #SP500 #ENPH #MRNA #SMCI #Markets" @EagleInvestors on X 2025-07-15 13:38:30 UTC XXX followers, XXX engagements
"Northrop Grumman ($NOC) Q2 Earnings Recap ๐ฐ โ
Top & Bottom Line Beat: GAAP EPS: $XXXX vs. $XXXX est. (+28% Y/Y) Revenue: $10.4B (+1.8% Y/Y) vs. $10.09B est. ๐ Raised FY25 Outlook: EPS Guidance: Now $25.00$25.40 (up from $24.95$25.35) Free Cash Flow: Raised to $3.05B$3.35B Segment Operating Income: Upped to $4.275B$4.375B ๐ฆ Backlog: $89.7B ๐ International Sales: +18% Y/Y ๐ฅ Defense systems and missile programs driving strong momentum including B-21 Sentinel and global missile defense demand. ๐ฌ CEO Kathy Warden: Were seeing exceptional demand across defense segments and are increasing" @EagleInvestors on X 2025-07-22 20:10:58 UTC XXX followers, XX engagements
"๐ข $HON Q2 Earnings Recap ๐งพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ต Revenue: $10.35B vs. $10.06B est. beat by $290M โ
๐ Organic sales growth: +5% top end of raised guide ๐ฉ Segment Highlights Aerospace: $4.31B strong YoY but just below estimate Commercial aftermarket up 7%; backlog grew XX% ๐ฆ Building Automation: $1.83B beat expectations strong orders ๐ Energy & Sustainability Solutions: $1.18B continued momentum โป Productivity solutions sales down X% impacted by Europe ๐
2025 Outlook Raised FY25 Sales: $40.8B$41.3B vs. $40.32B est. ๐ผ FY25 EPS: $10.45$10.65 vs. $XXXXX est. ๐ผ" @EagleInvestors on X 2025-07-24 11:08:02 UTC XXX followers, XX engagements
"โ SAP ($SAP) Q2 Earnings Recap โ
Strong Cloud & AI Momentum: SAP delivered Q2 Non-GAAP EPS of XXXX beating consensus of $XXXX (USD equivalent $1.76) while revenue came in at 9.03B ($10.6B) rising +8.9% Y/Y just under the $10.63B estimate. ๐ Shares dipped X% post-market despite the strong underlying performance. โ Cloud Strength Highlights: Cloud Revenue: 6.03B +28% Y/Y at constant currencies Cloud ERP Suite: Up XX% Y/Y at constant currencies SaaS/PaaS Revenue: +30% Y/Y at constant currencies Cloud Backlog: 18.1B +28% Y/Y at constant currencies (USD: $21.26B) ๐ ๐ก AI Driving the Future: CEO" @EagleInvestors on X 2025-07-22 21:13:36 UTC XXX followers, XX engagements
"๐ท American Express ($AXP) Q2 2025 Earnings Recap ๐ท๐ทAmex delivered a strong quarter beating EPS and revenue estimates while reaffirming guidance and benefiting from robust card member spending and premium product demand. ๐ท Highlights: EPS: $XXXX vs. $XXXX est ๐ทRevenue: $17.86B vs. $17.70B est ๐ทBilled Business: $416.3B (up X% YoY) Network Volume: $472B beat est. of $466.3B Net Interest Income: $4.19B (slightly below $4.23B est) Credit Loss Provision: $1.41B (beat est.) New Cards Acquired: 3.1M ๐ท Guidance Reaffirmed: FY25 Revenue Growth: XXX% vs. XXXX% est ๐ทFY25 EPS: $15.00$15.50 vs." @EagleInvestors on X 2025-07-18 13:42:01 UTC XXX followers, XX engagements
"$CCI $AMT $O $VICI $VZ $T ๐ข $CCI Q2 Earnings Recap ๐ข FFO: $XXXX vs. $XXXX est. beat by $XXXX โ
๐ต Revenue: $1.06B vs. $1.04B est. beat by $20M โ
๐ Revenue down XXX% YoY mostly due to lower site rental revenue ๐ฆ Operational Highlights Net income: $291M vs. $251M a year ago Adjusted EBITDA: $705M down slightly from $727M Cost savings from office closures and staff reductions helped offset softness Organic site rental billing growth: XXX% in line with prior quarters ๐ ๐
2025 Outlook FY25 FFO guidance midpoint: $XXXX in line with consensus Core leasing activity and escalators continue to" @EagleInvestors on X 2025-07-23 20:27:35 UTC XXX followers, XXX engagements
"Texas Instruments ($TXN) Q2 Earnings Recap โ
EPS & Revenue Beat: TXN posted Q2 GAAP EPS of $XXXX beating estimates by $XXXX with revenue of $4.45B up XXXX% YoY and $130M above expectations. ๐ต ๐ฆ Broad-Based Strength: Revenue grew X% sequentially driven by continued recovery in the industrial segment and strong performance across end markets. ๐ ๐ฐ Cash Power: Over the trailing XX months: $6.4B in operating cash flow ๐ธ $1.8B in free cash flow ๐ฆ Returned $6.7B to shareholders via dividends & buybacks ๐ Invested $3.9B in R&D and SG&A and $4.9B in CapEx ๐ Stock Reaction: Shares fell XXX% AH" @EagleInvestors on X 2025-07-22 20:17:19 UTC XXX followers, XX engagements
"๐ซ RTX Corporation ($RTX) Q2 Earnings Recap RTX posted a strong Q2 beating on both earnings and revenue while raising full-year sales guidance thanks to strength in commercial and defense demand despite trimming EPS guidance slightly due to tariffs and tax impacts. ๐ Quarter Highlights: EPS: $XXXX vs. $XXXX est โ
Revenue: $21.58B (+9% YoY) vs. $20.63B est โ
Operating Cash Flow: $0.5B Free Cash Flow: -$0.1B (outflow) ๐ฆ Backlog: $236B $144B commercial $92B defense ๐ FY25 Outlook: Adjusted Sales: $84.75$85.5B (raised) โ
Organic Growth: 6%7% (raised) โ
EPS: $5.80$5.95 (lowered from $6.00$6.15)" @EagleInvestors on X 2025-07-22 11:34:46 UTC XXX followers, XX engagements
"๐ฆ
Eagle Watchlist Earnings Week is Here ๐จ $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more ๐ X of the Mag X report while the market hits all-time highs Inside Eagle Investors: โ
Daily watchlists ๐ฏ Trade setups on earnings plays ๐ง Recaps & Discussions ๐ Join our Discord 10-Day Free Trial ๐ Scan the QR or hit the link in bio #EarningsWatch #StockMarket #TSLA #GOOGL #Investing #OptionsTrading #TradingCommunity #EarningsSeason #DiscordAlerts" @EagleInvestors on X 2025-07-19 17:29:14 UTC XXX followers, XXX engagements
"๐ฉ Lockheed Martin ($LMT) Q2 2025 Earnings Recap ๐ Defense giant Lockheed Martin delivered a strong EPS beat but missed on revenue and lowered full-year earnings guidance after taking $1.6B in pre-tax charges. ๐ Q2 Highlights: EPS (Adj.): $XXXX vs. $XXXX est โ
Revenue: $18.16B vs. $18.54B est โ GAAP EPS: $XXXX ( XX% Y/Y) due to charges โ Backlog: $166.5B +5.2% Y/Y โ
๐
FY25 Outlook: Revenue: $73.75$74.75B (Reaffirmed) โ
EPS: Lowered to $21.70$22.00 vs. prior $27+ โ Free Cash Flow: Reaffirmed at $6.6B$6.8B โ
๐งพ Operating margin fell sharply to XXX% down from XXXX% a year ago. Free cash flow" @EagleInvestors on X 2025-07-22 12:09:15 UTC XXX followers, XX engagements
"๐ฆ Genuine Parts Company ($GPC) Q2 Earnings Recap โ
Q2 Results Beat Expectations: Revenue: $6.20B vs. $6.11B est. EPS: $XXXX vs. $XXXX est. ๐ Guidance Revised Down: FY25 EPS Guidance: Now $7.50$8.00 down from $7.75$8.25 FY25 Revenue Growth: Trimmed to 1%3% vs. prior 2%4% Tariff headwinds cited as a key factor for the lowered outlook ๐ ๐ Despite the cautious FY outlook GPC delivered a solid quarter aided by acquisitions and FX benefit. Automotive segment sales rose X% while Industrial lagged slightly. ๐ Stock Reaction: Shares jumped XXX% on the earnings beat and continued strategic" @EagleInvestors on X 2025-07-22 18:55:53 UTC XXX followers, XX engagements
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