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[@EagleInvestors](/creator/twitter/EagleInvestors)
"$GOOGL $GOOG $NVDA $META $AVGO ๐Ÿ“ข $GOOG Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $96.43B vs. $93.98B est. beat by $2.45B โœ… ๐Ÿ“ˆ Revenue up XXXX% YoY led by growth across all major business lines ๐Ÿ” 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 ๐Ÿ“บ๐Ÿ“ฑ ๐Ÿ“‰ Stock Reaction Shares fell -X% despite strong results likely a "sell the news" reaction or guidance concerns ๐Ÿง  Final Take Another strong"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿ“ข $CMG Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. in line โž– ๐Ÿ’ต Revenue: $3.06B vs. $3.12B est. miss by $60M โŒ ๐Ÿ“Š Revenue rose X% YoY mostly from new restaurant openings ๐Ÿฅ‘ 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 ๐Ÿ“ฒ New locations continue to drive top-line growth ๐Ÿ“… 2025 Outlook Comp sales expected to be roughly flat for the full year ๐Ÿ“‰ Opening 315345 new restaurants with 80%+ having Chipotlanes ๐Ÿš— Full-year effective tax"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948116714153283874) 2025-07-23 20:23:13 UTC XXX followers, XXX engagements


"๐Ÿšฌ 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. ๐Ÿ“Š Q2 Highlights: EPS: $XXXX vs. $XXXX est โœ… Revenue: $10.14B (+7.1% Y/Y) vs. $10.33B est โŒ Adjusted Op Income: $4.25B vs. $4.11B est โœ… Smoke-Free Share: XX% of revenue XX% of gross profit ๐Ÿšญ ๐Ÿ“… FY25 Outlook: EPS Raised: $7.43$7.56 vs. $XXXX est โœ… Revenue Guide: $6.0$8.0B vs. $8.29B est โŒ Q3 EPS Guide: $2.08$2.13 vs. $XXXX est โŒ ๐Ÿ’ก Marlboro achieved its highest global market share since"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947626512796037370) 2025-07-22 11:55:20 UTC XXX followers, XX engagements


"โš™ $TSM Q225 Earnings Recap ๐Ÿ”ง๐Ÿ“ˆ ๐Ÿ”ฅ Profit +60% YoY on strong AI/HPC demand & 3nm ramp. ๐Ÿ“Š Key Numbers: EPADR: $XXXX โœ… (+$0.16 beat) Revenue: $30.07B โŒ (missed by $1.23B) Gross Margin: XXXX% ๐Ÿง  Op Margin: XXXX%  Net Margin: XXXX% ๐Ÿ’ฐ ๐Ÿ” Tech Mix: 3nm: XX% โš™ 5nm: XX% 7nm: XX% 7nm: XX% of wafer rev ๐Ÿ’ก HPC: XX% ๐Ÿš€ Smartphones: XX% ๐Ÿ“‰ ๐Ÿ’ต Other: Capex: $9.6B ๐Ÿ’ธ FCF down Q3 Guide: $31.8B$33B (beats consensus) North America: XX% ๐ŸŒ China: X% ๐Ÿ“ˆ Stock +4% premarket on profit beat & raised full-year outlook (+30%)"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $3.22B vs. $3.12B est. beat by $100M โœ… ๐Ÿ“ˆ Revenue up XXXX% YoY driven by strength in subscription and enterprise demand ๐Ÿงฉ Business Highlights Subscription revenue: $3.11B up XXXX% YoY ๐Ÿ“ฆ Current RPO (cRPO): $10.92B up XXXX% YoY Total RPO: $23.9B up XX% YoY Over XX% YoY growth in customers with $20M+ ACV ๐Ÿข ๐Ÿ“… Q3 Guidance Subscription revenue: $3.26B$3.27B ๐Ÿ”ฎ Q3 cRPO growth expected between 18%18.5% ๐Ÿ“ˆ Stock Reaction Shares jumped +8% as investors cheer strength across all key segments"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948115856451391832) 2025-07-23 20:19:49 UTC XXX followers, XXX engagements


"๐Ÿ  US Housing Market Warning Moodys Sounds the Alarm Moodys chief economist Mark Zandi warns that the housing market is slowing fast. ๐Ÿ“‰ ๐Ÿ”ป Home sales = very low ๐Ÿšง Builders pulling back ๐Ÿ’ฐ Mortgage rates X% no relief in sight ๐Ÿ—บ Price Change (May 2025 YoY): ๐ŸŸฉ X% growth: Midwest Northeast ๐ŸŸฆ 2.55%: Some South/Plains areas ๐ŸŸง 02.4%: Much of the West ๐ŸŸฅ Falling prices: TX FL CO CA Southeast ๐Ÿ“ฆ Listings are surging: Austin +70% Denver +58% Memphis +51% ๐Ÿ’ฌ Zandi: Prices have gone sideways and are set to fall. Source: Moodys Analytics #HousingMarket #RealEstate #MortgageRates #USHomes #Zandi"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1945106333381935133) 2025-07-15 13:01:02 UTC XXX followers, XX engagements


"๐Ÿš˜ 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. ๐Ÿ“Š Key Metrics: EPS: $XXXX vs. $XXXX est โœ… Revenue: $47.12B vs. $46.00B est โœ… Vehicle Sales: 974K vs. 999K est โŒ EBIT-adjusted: $3.04B ๐Ÿ“… FY25 Outlook: Adj. EPS: $8.25$10.00 (vs. $XXXX est) EBIT-adjusted: $10.0B$12.5B ๐Ÿ“‰ 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947615607819551175) 2025-07-22 11:12:00 UTC XXX followers, XX engagements


"๐Ÿฆ… Earnings Week is Here $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947291106481201579) 2025-07-21 13:42:33 UTC XXX followers, XXX engagements


"๐Ÿ“Š Earnings to Watch Tonight: ๐Ÿ“… Tuesday After Hours (AH): ๐Ÿงฌ ISRG Robotic surgery systems ๐Ÿ’ป SAP Business software & cloud tech โ˜€ ENPH Solar energy & microinverters โ›ฝ MTDR Oil & gas producer ๐Ÿ’ณ COF Capital One credit & banking ๐Ÿ“ TXN Chips & semiconductors โ›ฝ RRC Natural gas company ๐Ÿš— KARO Fleet & car tracking tech ๐Ÿข CSGP Real estate data platform โ›ฝ EQT Biggest U.S. gas producer ๐Ÿ“… Wednesday Before Market Open (BMO): โšก GEV GEs renewable energy unit โš’ FCX Copper and mining leader ๐Ÿ”Œ APH Electronic connectors ๐Ÿ“ž T AT&T wireless and internet ๐Ÿงฌ TMO Scientific tools & services ๐Ÿ’ณ FI Financial"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947735722204553561) 2025-07-22 19:09:18 UTC XXX followers, XXX engagements


"๐Ÿ“ข $BKR Q2 Earnings Recap ๐Ÿ’ต EPS: $XXXX vs. $XXXX est. solid beat โœ… ๐Ÿ’ฐ Revenue: $6.91B vs. $6.63B est. another beat โœ… ๐Ÿ“‰ Revenue down XXX% YoY but still outperformed Wall Street expectations ๐Ÿ— Business Breakdown ๐Ÿ“ฆ Total orders: $7B with IET segment bringing in $3.5B ๐Ÿ“Š Record backlog: $34B driven by demand for energy tech ๐Ÿ’ธ Operating cash flow: $510M ๐Ÿšฟ Free cash flow: $239M ๐ŸŽ Returned $423M to shareholders including $196M in buybacks ๐Ÿ“ˆ Profitability ๐Ÿงพ Adj. EBITDA rose X% YoY showing solid execution and margins holding strong ๐Ÿ“Š Market Reaction ๐Ÿ“ˆ Stock moved +1.7% after-hours as"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿ“ข $TSLA Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. in line โž– ๐Ÿ’ต Revenue: $22.49B vs. $22.13B est. beat by $360M โœ… ๐Ÿ“‰ Revenue declined XXXX% YoY but still topped expectations ๐Ÿ”‹ Capital Spending & Cash Flow Capex: $2.39B vs. $1.49B in Q1 ramping up factory and AI infra ๐Ÿ— Free cash flow: $146M down from $664M last quarter ๐Ÿ’ธ ๐Ÿ“ˆ Stock Reaction Shares moved +0.2% after-hours modestly positive ๐Ÿง  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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948115068924645724) 2025-07-23 20:16:41 UTC XXX followers, XXX engagements


"๐Ÿ“ข $AAL Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $14.40B vs. $14.29B est. beat by $110M โœ… ๐Ÿ“ˆ Revenue up XXX% YoY showing flat growth but strong execution โœˆ Operational Highlights Q2 profit boosted by steady demand and cost management Business stabilized post-pandemic but booking pace moderating ๐Ÿ“‰ Forward Guidance Q3 EPS: guided to -$0.10 to -$0.60 โŒ FY25 EPS: range of -$0.20 to $XXXX midpoint $XXXX vs. $XXXX est. โŒ Weak Q3 outlook weighs on sentiment despite Q2 strength ๐Ÿง  Final Take $AAL outperformed in Q2 but weak guidance for the rest of the year raises"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948344291899617754) 2025-07-24 11:27:32 UTC XXX followers, XXX engagements


"๐Ÿ“ข $BX Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ต Revenue: $3.71B vs. $2.81B est. beat by $900M โœ… ๐Ÿ“ˆ Revenue grew XX% YoY on strong performance across business lines ๐Ÿฆ 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 ๐Ÿ’ผ Deployments: $33.1B (Q2) $145.1B (LTM) ๐Ÿš€ Realizations: $23.4B (Q2) $97.5B (LTM) ๐Ÿ Net accrued performance fees: $6.6B or $5.37/share ๐Ÿ’น ๐Ÿ’ธ Shareholder Return Declared $1.03/share dividend payable August XX 2025 ๐Ÿ’ต ๐Ÿง  Final Take Blackstone"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948344441883746538) 2025-07-24 11:28:08 UTC XXX followers, XX engagements


"๐Ÿฆ 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. ๐Ÿ“Š Key Highlights: EPS: $XXXX vs. $XXXX est โœ… Revenue: $838M (+8% YoY) vs. $811M est โœ… Net Income: $243M up from $190M a year ago Net Interest Margin: XXXX% vs. XXXX% a year ago โœ… Loan Growth: +4% YoY Noninterest Income: +7% YoY Net Charge-Offs: Just XXXX% of average loans ๐Ÿ—ฃ CEO Harris Simmons highlighted improving economic sentiment and expressed increased optimism for the back half of"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947393924336582660) 2025-07-21 20:31:07 UTC XXX followers, XX engagements


"๐Ÿ”ฌ Intuitive Surgical ($ISRG) Q2 2025 Earnings Recap ๐Ÿค– โœ… EPS Beat: $XXXX vs. $XXXX est. (+23% Y/Y) โœ… Revenue Beat: $2.44B vs. $2.35B est. (+22% Y/Y) ๐Ÿ“‰ Shares -XXX% AH despite strong results ๐Ÿ“ฆ Strong Growth Drivers: XX% da Vinci procedure growth ๐Ÿ“Š XXX da Vinci systems placed (180 were da Vinci 5) ๐Ÿฅ Installed base up XX% to 10488 systems ๐ŸŒ Non-GAAP net income rose to $798M (+24% Y/Y) ๐ŸŒ Regulatory Wins: EU MDR approval โœ… Japan clearance for da Vinci X ๐Ÿ“† 2025 Outlook: ๐Ÿ“‰ Gross margin: 6667% (vs. XXXX% in 2024) due to tariffs ๐Ÿ›  Operating expense growth: 1014% ๐Ÿ“ˆ Procedure growth: 15.517%"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947757377480261883) 2025-07-22 20:35:21 UTC XXX followers, XX engagements


"๐Ÿ”‹ Enphase Energy ($ENPH) Q2 2025 Earnings Recap โ˜€๐Ÿ“ˆ โœ… 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. ๐ŸŒž๐Ÿ’ฐ ๐Ÿ“ฆ Operational Highlights: Shipped 1.41M microinverters and a record XXXX MWh of IQ Batteries โšก๐Ÿ”‹ 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 ๐Ÿ’ผ๐Ÿ’ต Repurchased 703K shares in the"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿ“ข $IBM Q2 Earnings Recap ๐Ÿ’ต EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ“Š Revenue: $17.00B vs. $16.59B est. beat by $410M โœ… ๐Ÿ“ˆ Revenue rose XXX% YoY driven by strength across software and consulting ๐Ÿ“ˆ FY25 Outlook Still expects 5%+ revenue growth in constant currency ๐ŸŒ FX expected to be a 1.5-point tailwind this year Raised free cash flow guidance to $13.5B ๐Ÿ’ธ ๐Ÿ“‰ Stock Reaction Shares slipped -X% possibly due to cautious investor sentiment despite solid numbers ๐Ÿง  Final Take IBM continues to show stable growth with strong cash generation. While the market"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1948114427666219157) 2025-07-23 20:14:08 UTC XXX followers, XXX engagements


"๐Ÿ˜ D.R. Horton ($DHI) Q3 Earnings Recap ๐Ÿ“Š 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. ๐Ÿ’ช ๐Ÿ“Š Key Metrics: Revenue: $9.23B vs. $8.76B est โœ… GAAP EPS: $XXXX vs. $XXXX est โœ… FY25 Revenue Guidance: $33.7B$34.2B vs. $33.87B est ๐ŸŽฏ FY25 Share Buybacks: $4.2B$4.4B ๐Ÿ”ผ (new) ๐Ÿก 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 ๐Ÿ’ธ With strong closings solid profitability and $3B+ in"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947609947664990641) 2025-07-22 10:49:31 UTC XXX followers, XX engagements


"๐Ÿ“ž Earnings to Watch ๐Ÿ“… Tuesday After Hours (AH): ๐Ÿงฌ ISRG Robotic surgery systems ๐Ÿ’ป SAP Business software & cloud tech โ˜€ ENPH Solar energy & microinverters โ›ฝ MTDR Oil & gas producer ๐Ÿ’ณ COF Capital One credit & banking ๐Ÿ“ TXN Chips & semiconductors โ›ฝ RRC Natural gas company ๐Ÿš— KARO Fleet & car tracking tech ๐Ÿข CSGP Real estate data platform โ›ฝ EQT Biggest U.S. gas producer ๐Ÿ“… Wednesday Before Market Open (BMO): โšก GEV GEs renewable energy unit โš’ FCX Copper and mining leader ๐Ÿ”Œ APH Electronic connectors ๐Ÿ“ž T AT&T wireless and internet ๐Ÿงฌ TMO Scientific tools & services ๐Ÿ’ณ FI Financial tech"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947736819023433827) 2025-07-22 19:13:39 UTC XXX followers, XX engagements


"๐Ÿ’ณ Capital One Financial ($COF) Q2 Earnings Recap ๐Ÿš€ 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). ๐Ÿ’ฐ ๐Ÿ“Š 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. โš  Net interest margin hit XXXX% up 69bps. ๐Ÿ” Period-end loans surged XX% YoY to $439B led by a XX% jump in credit card loans. ๐Ÿ’ณ๐Ÿ“ˆ Deposits also climbed XX% YoY to $468.1B. ๐Ÿฆ ๐Ÿ’ก Capital Strength: CET1 ratio held strong at XXXX% while operating"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947754563320070585) 2025-07-22 20:24:10 UTC XXX followers, XXX engagements


"๐Ÿ“ข $NEE Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $6.70B vs. $7.50B est. miss by $800M โŒ โšก Revenue still grew XXXX% YoY powered by renewables demand ๐ŸŒฟ 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) ๐ŸŒ Florida Power & Light posted net income of $1.28B up X% Capital expenditures for the quarter: $2B ๐Ÿ”ญ Guidance FY25 EPS Guide: $3.45$3.70 (below $XXXX est.) 2026 EPS Guide: $3.63$4.00 vs. $XXXX est. โŒ 2027 EPS Guide: $3.85$4.32 vs. $XXXX est. โŒ Company"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947994624766656940) 2025-07-23 12:18:05 UTC XXX followers, XXX engagements


"๐Ÿ“‰ Top XX Most Shorted S&P XXX Stocks (June 2025) (% of float sold short) Enphase Energy (ENPH) XXXXX% ๐Ÿ”‹ Moderna (MRNA) XXXXX% ๐Ÿ’‰ Super Micro (SMCI) XXXXX% ๐Ÿง  Albemarle (ALB) XXXXX% โš— Omnicom Group (OMC) XXXXX% ๐Ÿ“บ Paramount Global (PARA) XXXXX% ๐ŸŽฌ Charter Comm (CHTR) XXXXX% ๐Ÿ“ก Caesars Ent. (CZR) XXXXX% ๐ŸŽฐ Campbell Soup (CPB) XXXXX% ๐Ÿฅฃ MGM Resorts (MGM) XXXXX% ๐Ÿจ ๐Ÿ“Œ High short interest = bearish bets ๐Ÿ‘€ Also a setup to watch for squeezes. #ShortInterest #StocksToWatch #SP500 #ENPH #MRNA #SMCI #Markets"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿ›ฐ โœ… Top & Bottom Line Beat: GAAP EPS: $XXXX vs. $XXXX est. (+28% Y/Y) Revenue: $10.4B (+1.8% Y/Y) vs. $10.09B est. ๐Ÿ“ˆ 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 ๐Ÿ“ฆ Backlog: $89.7B ๐ŸŒ International Sales: +18% Y/Y ๐Ÿ’ฅ Defense systems and missile programs driving strong momentum including B-21 Sentinel and global missile defense demand. ๐Ÿ’ฌ CEO Kathy Warden: Were seeing exceptional demand across defense segments and are increasing"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947751242660254097) 2025-07-22 20:10:58 UTC XXX followers, XX engagements


"๐Ÿ“ข $HON Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ต Revenue: $10.35B vs. $10.06B est. beat by $290M โœ… ๐Ÿ“ˆ Organic sales growth: +5% top end of raised guide ๐Ÿ›ฉ Segment Highlights Aerospace: $4.31B strong YoY but just below estimate Commercial aftermarket up 7%; backlog grew XX% ๐Ÿ“ฆ Building Automation: $1.83B beat expectations strong orders ๐Ÿ“Š Energy & Sustainability Solutions: $1.18B continued momentum โ™ป Productivity solutions sales down X% impacted by Europe ๐Ÿ“… 2025 Outlook Raised FY25 Sales: $40.8B$41.3B vs. $40.32B est. ๐Ÿ”ผ FY25 EPS: $10.45$10.65 vs. $XXXXX est. ๐Ÿ”ผ"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 โœ… 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. ๐Ÿ“‰ 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) ๐Ÿ“ˆ ๐Ÿ’ก AI Driving the Future: CEO"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947767006180278613) 2025-07-22 21:13:36 UTC XXX followers, XX engagements


"๐Ÿ“ท American Express ($AXP) Q2 2025 Earnings Recap ๐Ÿ“ท๐Ÿ“ทAmex delivered a strong quarter beating EPS and revenue estimates while reaffirming guidance and benefiting from robust card member spending and premium product demand. ๐Ÿ“ท Highlights: EPS: $XXXX vs. $XXXX est ๐Ÿ“ทRevenue: $17.86B vs. $17.70B est ๐Ÿ“ทBilled 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 ๐Ÿ“ท Guidance Reaffirmed: FY25 Revenue Growth: XXX% vs. XXXX% est ๐Ÿ“ทFY25 EPS: $15.00$15.50 vs."  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿ“ข $CCI Q2 Earnings Recap ๐Ÿข FFO: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ต Revenue: $1.06B vs. $1.04B est. beat by $20M โœ… ๐Ÿ“‰ Revenue down XXX% YoY mostly due to lower site rental revenue ๐Ÿ“ฆ 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 ๐Ÿ— ๐Ÿ“… 2025 Outlook FY25 FFO guidance midpoint: $XXXX in line with consensus Core leasing activity and escalators continue to"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 โœ… 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. ๐Ÿ’ต ๐Ÿ“ฆ Broad-Based Strength: Revenue grew X% sequentially driven by continued recovery in the industrial segment and strong performance across end markets. ๐Ÿ“Š ๐Ÿ’ฐ Cash Power: Over the trailing XX months: $6.4B in operating cash flow ๐Ÿ’ธ $1.8B in free cash flow ๐Ÿฆ Returned $6.7B to shareholders via dividends & buybacks ๐Ÿ“‰ Invested $3.9B in R&D and SG&A and $4.9B in CapEx ๐Ÿ“‰ Stock Reaction: Shares fell XXX% AH"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947752843118866903) 2025-07-22 20:17:19 UTC XXX followers, XX engagements


"๐Ÿ›ซ 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. ๐Ÿ“Š Quarter Highlights: EPS: $XXXX vs. $XXXX est โœ… Revenue: $21.58B (+9% YoY) vs. $20.63B est โœ… Operating Cash Flow: $0.5B Free Cash Flow: -$0.1B (outflow) ๐Ÿ“ฆ Backlog: $236B $144B commercial $92B defense ๐Ÿ“ˆ FY25 Outlook: Adjusted Sales: $84.75$85.5B (raised) โœ… Organic Growth: 6%7% (raised) โœ… EPS: $5.80$5.95 (lowered from $6.00$6.15)"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947621335854657586) 2025-07-22 11:34:46 UTC XXX followers, XX engagements


"๐Ÿฆ… Eagle Watchlist Earnings Week is Here ๐Ÿšจ $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more ๐Ÿ“ˆ X of the Mag X report while the market hits all-time highs Inside Eagle Investors: โœ… Daily watchlists ๐ŸŽฏ Trade setups on earnings plays ๐Ÿง  Recaps & Discussions ๐ŸŽŸ Join our Discord 10-Day Free Trial ๐Ÿ”— Scan the QR or hit the link in bio #EarningsWatch #StockMarket #TSLA #GOOGL #Investing #OptionsTrading #TradingCommunity #EarningsSeason #DiscordAlerts"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1946623379299258533) 2025-07-19 17:29:14 UTC XXX followers, XXX engagements


"๐Ÿ›ฉ Lockheed Martin ($LMT) Q2 2025 Earnings Recap ๐Ÿš€ 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. ๐Ÿ“Š Q2 Highlights: EPS (Adj.): $XXXX vs. $XXXX est โœ… Revenue: $18.16B vs. $18.54B est โŒ GAAP EPS: $XXXX ( XX% Y/Y) due to charges โŒ Backlog: $166.5B +5.2% Y/Y โœ… ๐Ÿ“… FY25 Outlook: Revenue: $73.75$74.75B (Reaffirmed) โœ… EPS: Lowered to $21.70$22.00 vs. prior $27+ โŒ Free Cash Flow: Reaffirmed at $6.6B$6.8B โœ… ๐Ÿงพ Operating margin fell sharply to XXX% down from XXXX% a year ago. Free cash flow"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@EagleInvestors](/creator/x/EagleInvestors) on [X](/post/tweet/1947630015505416418) 2025-07-22 12:09:15 UTC XXX followers, XX engagements


"๐Ÿ“ฆ Genuine Parts Company ($GPC) Q2 Earnings Recap โœ… Q2 Results Beat Expectations: Revenue: $6.20B vs. $6.11B est. EPS: $XXXX vs. $XXXX est. ๐Ÿ“‰ 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 ๐Ÿ“‰ ๐Ÿ“Š 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. ๐Ÿ“ˆ Stock Reaction: Shares jumped XXX% on the earnings beat and continued strategic"  
![@EagleInvestors Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1151227057008992256.png) [@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 ๐Ÿ“ข $GOOG Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $96.43B vs. $93.98B est. beat by $2.45B โœ… ๐Ÿ“ˆ Revenue up XXXX% YoY led by growth across all major business lines ๐Ÿ” 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 ๐Ÿ“บ๐Ÿ“ฑ ๐Ÿ“‰ Stock Reaction Shares fell -X% despite strong results likely a "sell the news" reaction or guidance concerns ๐Ÿง  Final Take Another strong"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 20:11:13 UTC XXX followers, XXX engagements

"$CMG $MCD $WEN $TSLA $GOOGL ๐Ÿ“ข $CMG Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. in line โž– ๐Ÿ’ต Revenue: $3.06B vs. $3.12B est. miss by $60M โŒ ๐Ÿ“Š Revenue rose X% YoY mostly from new restaurant openings ๐Ÿฅ‘ 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 ๐Ÿ“ฒ New locations continue to drive top-line growth ๐Ÿ“… 2025 Outlook Comp sales expected to be roughly flat for the full year ๐Ÿ“‰ Opening 315345 new restaurants with 80%+ having Chipotlanes ๐Ÿš— Full-year effective tax"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 20:23:13 UTC XXX followers, XXX engagements

"๐Ÿšฌ 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. ๐Ÿ“Š Q2 Highlights: EPS: $XXXX vs. $XXXX est โœ… Revenue: $10.14B (+7.1% Y/Y) vs. $10.33B est โŒ Adjusted Op Income: $4.25B vs. $4.11B est โœ… Smoke-Free Share: XX% of revenue XX% of gross profit ๐Ÿšญ ๐Ÿ“… FY25 Outlook: EPS Raised: $7.43$7.56 vs. $XXXX est โœ… Revenue Guide: $6.0$8.0B vs. $8.29B est โŒ Q3 EPS Guide: $2.08$2.13 vs. $XXXX est โŒ ๐Ÿ’ก Marlboro achieved its highest global market share since"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 11:55:20 UTC XXX followers, XX engagements

"โš™ $TSM Q225 Earnings Recap ๐Ÿ”ง๐Ÿ“ˆ ๐Ÿ”ฅ Profit +60% YoY on strong AI/HPC demand & 3nm ramp. ๐Ÿ“Š Key Numbers: EPADR: $XXXX โœ… (+$0.16 beat) Revenue: $30.07B โŒ (missed by $1.23B) Gross Margin: XXXX% ๐Ÿง  Op Margin: XXXX% Net Margin: XXXX% ๐Ÿ’ฐ ๐Ÿ” Tech Mix: 3nm: XX% โš™ 5nm: XX% 7nm: XX% 7nm: XX% of wafer rev ๐Ÿ’ก HPC: XX% ๐Ÿš€ Smartphones: XX% ๐Ÿ“‰ ๐Ÿ’ต Other: Capex: $9.6B ๐Ÿ’ธ FCF down Q3 Guide: $31.8B$33B (beats consensus) North America: XX% ๐ŸŒ China: X% ๐Ÿ“ˆ Stock +4% premarket on profit beat & raised full-year outlook (+30%)"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-17 13:20:01 UTC XXX followers, XX engagements

"$NOW $CRM $TSLA $GOOGL $GOOG NOW Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $3.22B vs. $3.12B est. beat by $100M โœ… ๐Ÿ“ˆ Revenue up XXXX% YoY driven by strength in subscription and enterprise demand ๐Ÿงฉ Business Highlights Subscription revenue: $3.11B up XXXX% YoY ๐Ÿ“ฆ Current RPO (cRPO): $10.92B up XXXX% YoY Total RPO: $23.9B up XX% YoY Over XX% YoY growth in customers with $20M+ ACV ๐Ÿข ๐Ÿ“… Q3 Guidance Subscription revenue: $3.26B$3.27B ๐Ÿ”ฎ Q3 cRPO growth expected between 18%18.5% ๐Ÿ“ˆ Stock Reaction Shares jumped +8% as investors cheer strength across all key segments"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 20:19:49 UTC XXX followers, XXX engagements

"๐Ÿ  US Housing Market Warning Moodys Sounds the Alarm Moodys chief economist Mark Zandi warns that the housing market is slowing fast. ๐Ÿ“‰ ๐Ÿ”ป Home sales = very low ๐Ÿšง Builders pulling back ๐Ÿ’ฐ Mortgage rates X% no relief in sight ๐Ÿ—บ Price Change (May 2025 YoY): ๐ŸŸฉ X% growth: Midwest Northeast ๐ŸŸฆ 2.55%: Some South/Plains areas ๐ŸŸง 02.4%: Much of the West ๐ŸŸฅ Falling prices: TX FL CO CA Southeast ๐Ÿ“ฆ Listings are surging: Austin +70% Denver +58% Memphis +51% ๐Ÿ’ฌ Zandi: Prices have gone sideways and are set to fall. Source: Moodys Analytics #HousingMarket #RealEstate #MortgageRates #USHomes #Zandi"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-15 13:01:02 UTC XXX followers, XX engagements

"๐Ÿš˜ 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. ๐Ÿ“Š Key Metrics: EPS: $XXXX vs. $XXXX est โœ… Revenue: $47.12B vs. $46.00B est โœ… Vehicle Sales: 974K vs. 999K est โŒ EBIT-adjusted: $3.04B ๐Ÿ“… FY25 Outlook: Adj. EPS: $8.25$10.00 (vs. $XXXX est) EBIT-adjusted: $10.0B$12.5B ๐Ÿ“‰ 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 Avatar @EagleInvestors on X 2025-07-22 11:12:00 UTC XXX followers, XX engagements

"๐Ÿฆ… Earnings Week is Here $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-21 13:42:33 UTC XXX followers, XXX engagements

"๐Ÿ“Š Earnings to Watch Tonight: ๐Ÿ“… Tuesday After Hours (AH): ๐Ÿงฌ ISRG Robotic surgery systems ๐Ÿ’ป SAP Business software & cloud tech โ˜€ ENPH Solar energy & microinverters โ›ฝ MTDR Oil & gas producer ๐Ÿ’ณ COF Capital One credit & banking ๐Ÿ“ TXN Chips & semiconductors โ›ฝ RRC Natural gas company ๐Ÿš— KARO Fleet & car tracking tech ๐Ÿข CSGP Real estate data platform โ›ฝ EQT Biggest U.S. gas producer ๐Ÿ“… Wednesday Before Market Open (BMO): โšก GEV GEs renewable energy unit โš’ FCX Copper and mining leader ๐Ÿ”Œ APH Electronic connectors ๐Ÿ“ž T AT&T wireless and internet ๐Ÿงฌ TMO Scientific tools & services ๐Ÿ’ณ FI Financial"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 19:09:18 UTC XXX followers, XXX engagements

"๐Ÿ“ข $BKR Q2 Earnings Recap ๐Ÿ’ต EPS: $XXXX vs. $XXXX est. solid beat โœ… ๐Ÿ’ฐ Revenue: $6.91B vs. $6.63B est. another beat โœ… ๐Ÿ“‰ Revenue down XXX% YoY but still outperformed Wall Street expectations ๐Ÿ— Business Breakdown ๐Ÿ“ฆ Total orders: $7B with IET segment bringing in $3.5B ๐Ÿ“Š Record backlog: $34B driven by demand for energy tech ๐Ÿ’ธ Operating cash flow: $510M ๐Ÿšฟ Free cash flow: $239M ๐ŸŽ Returned $423M to shareholders including $196M in buybacks ๐Ÿ“ˆ Profitability ๐Ÿงพ Adj. EBITDA rose X% YoY showing solid execution and margins holding strong ๐Ÿ“Š Market Reaction ๐Ÿ“ˆ Stock moved +1.7% after-hours as"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 10:44:07 UTC XXX followers, XX engagements

"$TSLA $GOOGL $GOOG $AMZN $NVDA ๐Ÿ“ข $TSLA Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. in line โž– ๐Ÿ’ต Revenue: $22.49B vs. $22.13B est. beat by $360M โœ… ๐Ÿ“‰ Revenue declined XXXX% YoY but still topped expectations ๐Ÿ”‹ Capital Spending & Cash Flow Capex: $2.39B vs. $1.49B in Q1 ramping up factory and AI infra ๐Ÿ— Free cash flow: $146M down from $664M last quarter ๐Ÿ’ธ ๐Ÿ“ˆ Stock Reaction Shares moved +0.2% after-hours modestly positive ๐Ÿง  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 Avatar @EagleInvestors on X 2025-07-23 20:16:41 UTC XXX followers, XXX engagements

"๐Ÿ“ข $AAL Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $14.40B vs. $14.29B est. beat by $110M โœ… ๐Ÿ“ˆ Revenue up XXX% YoY showing flat growth but strong execution โœˆ Operational Highlights Q2 profit boosted by steady demand and cost management Business stabilized post-pandemic but booking pace moderating ๐Ÿ“‰ Forward Guidance Q3 EPS: guided to -$0.10 to -$0.60 โŒ FY25 EPS: range of -$0.20 to $XXXX midpoint $XXXX vs. $XXXX est. โŒ Weak Q3 outlook weighs on sentiment despite Q2 strength ๐Ÿง  Final Take $AAL outperformed in Q2 but weak guidance for the rest of the year raises"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-24 11:27:32 UTC XXX followers, XXX engagements

"๐Ÿ“ข $BX Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ต Revenue: $3.71B vs. $2.81B est. beat by $900M โœ… ๐Ÿ“ˆ Revenue grew XX% YoY on strong performance across business lines ๐Ÿฆ 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 ๐Ÿ’ผ Deployments: $33.1B (Q2) $145.1B (LTM) ๐Ÿš€ Realizations: $23.4B (Q2) $97.5B (LTM) ๐Ÿ Net accrued performance fees: $6.6B or $5.37/share ๐Ÿ’น ๐Ÿ’ธ Shareholder Return Declared $1.03/share dividend payable August XX 2025 ๐Ÿ’ต ๐Ÿง  Final Take Blackstone"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-24 11:28:08 UTC XXX followers, XX engagements

"๐Ÿฆ 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. ๐Ÿ“Š Key Highlights: EPS: $XXXX vs. $XXXX est โœ… Revenue: $838M (+8% YoY) vs. $811M est โœ… Net Income: $243M up from $190M a year ago Net Interest Margin: XXXX% vs. XXXX% a year ago โœ… Loan Growth: +4% YoY Noninterest Income: +7% YoY Net Charge-Offs: Just XXXX% of average loans ๐Ÿ—ฃ CEO Harris Simmons highlighted improving economic sentiment and expressed increased optimism for the back half of"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-21 20:31:07 UTC XXX followers, XX engagements

"๐Ÿ”ฌ Intuitive Surgical ($ISRG) Q2 2025 Earnings Recap ๐Ÿค– โœ… EPS Beat: $XXXX vs. $XXXX est. (+23% Y/Y) โœ… Revenue Beat: $2.44B vs. $2.35B est. (+22% Y/Y) ๐Ÿ“‰ Shares -XXX% AH despite strong results ๐Ÿ“ฆ Strong Growth Drivers: XX% da Vinci procedure growth ๐Ÿ“Š XXX da Vinci systems placed (180 were da Vinci 5) ๐Ÿฅ Installed base up XX% to 10488 systems ๐ŸŒ Non-GAAP net income rose to $798M (+24% Y/Y) ๐ŸŒ Regulatory Wins: EU MDR approval โœ… Japan clearance for da Vinci X ๐Ÿ“† 2025 Outlook: ๐Ÿ“‰ Gross margin: 6667% (vs. XXXX% in 2024) due to tariffs ๐Ÿ›  Operating expense growth: 1014% ๐Ÿ“ˆ Procedure growth: 15.517%"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 20:35:21 UTC XXX followers, XX engagements

"๐Ÿ”‹ Enphase Energy ($ENPH) Q2 2025 Earnings Recap โ˜€๐Ÿ“ˆ โœ… 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. ๐ŸŒž๐Ÿ’ฐ ๐Ÿ“ฆ Operational Highlights: Shipped 1.41M microinverters and a record XXXX MWh of IQ Batteries โšก๐Ÿ”‹ 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 ๐Ÿ’ผ๐Ÿ’ต Repurchased 703K shares in the"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 20:55:59 UTC XXX followers, XXX engagements

"$IBM $ORCL $AMZN $MSFT $GOOGL ๐Ÿ“ข $IBM Q2 Earnings Recap ๐Ÿ’ต EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ“Š Revenue: $17.00B vs. $16.59B est. beat by $410M โœ… ๐Ÿ“ˆ Revenue rose XXX% YoY driven by strength across software and consulting ๐Ÿ“ˆ FY25 Outlook Still expects 5%+ revenue growth in constant currency ๐ŸŒ FX expected to be a 1.5-point tailwind this year Raised free cash flow guidance to $13.5B ๐Ÿ’ธ ๐Ÿ“‰ Stock Reaction Shares slipped -X% possibly due to cautious investor sentiment despite solid numbers ๐Ÿง  Final Take IBM continues to show stable growth with strong cash generation. While the market"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 20:14:08 UTC XXX followers, XXX engagements

"๐Ÿ˜ D.R. Horton ($DHI) Q3 Earnings Recap ๐Ÿ“Š 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. ๐Ÿ’ช ๐Ÿ“Š Key Metrics: Revenue: $9.23B vs. $8.76B est โœ… GAAP EPS: $XXXX vs. $XXXX est โœ… FY25 Revenue Guidance: $33.7B$34.2B vs. $33.87B est ๐ŸŽฏ FY25 Share Buybacks: $4.2B$4.4B ๐Ÿ”ผ (new) ๐Ÿก 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 ๐Ÿ’ธ With strong closings solid profitability and $3B+ in"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 10:49:31 UTC XXX followers, XX engagements

"๐Ÿ“ž Earnings to Watch ๐Ÿ“… Tuesday After Hours (AH): ๐Ÿงฌ ISRG Robotic surgery systems ๐Ÿ’ป SAP Business software & cloud tech โ˜€ ENPH Solar energy & microinverters โ›ฝ MTDR Oil & gas producer ๐Ÿ’ณ COF Capital One credit & banking ๐Ÿ“ TXN Chips & semiconductors โ›ฝ RRC Natural gas company ๐Ÿš— KARO Fleet & car tracking tech ๐Ÿข CSGP Real estate data platform โ›ฝ EQT Biggest U.S. gas producer ๐Ÿ“… Wednesday Before Market Open (BMO): โšก GEV GEs renewable energy unit โš’ FCX Copper and mining leader ๐Ÿ”Œ APH Electronic connectors ๐Ÿ“ž T AT&T wireless and internet ๐Ÿงฌ TMO Scientific tools & services ๐Ÿ’ณ FI Financial tech"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 19:13:39 UTC XXX followers, XX engagements

"๐Ÿ’ณ Capital One Financial ($COF) Q2 Earnings Recap ๐Ÿš€ 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). ๐Ÿ’ฐ ๐Ÿ“Š 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. โš  Net interest margin hit XXXX% up 69bps. ๐Ÿ” Period-end loans surged XX% YoY to $439B led by a XX% jump in credit card loans. ๐Ÿ’ณ๐Ÿ“ˆ Deposits also climbed XX% YoY to $468.1B. ๐Ÿฆ ๐Ÿ’ก Capital Strength: CET1 ratio held strong at XXXX% while operating"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 20:24:10 UTC XXX followers, XXX engagements

"๐Ÿ“ข $NEE Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ฐ Revenue: $6.70B vs. $7.50B est. miss by $800M โŒ โšก Revenue still grew XXXX% YoY powered by renewables demand ๐ŸŒฟ 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) ๐ŸŒ Florida Power & Light posted net income of $1.28B up X% Capital expenditures for the quarter: $2B ๐Ÿ”ญ Guidance FY25 EPS Guide: $3.45$3.70 (below $XXXX est.) 2026 EPS Guide: $3.63$4.00 vs. $XXXX est. โŒ 2027 EPS Guide: $3.85$4.32 vs. $XXXX est. โŒ Company"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 12:18:05 UTC XXX followers, XXX engagements

"๐Ÿ“‰ Top XX Most Shorted S&P XXX Stocks (June 2025) (% of float sold short) Enphase Energy (ENPH) XXXXX% ๐Ÿ”‹ Moderna (MRNA) XXXXX% ๐Ÿ’‰ Super Micro (SMCI) XXXXX% ๐Ÿง  Albemarle (ALB) XXXXX% โš— Omnicom Group (OMC) XXXXX% ๐Ÿ“บ Paramount Global (PARA) XXXXX% ๐ŸŽฌ Charter Comm (CHTR) XXXXX% ๐Ÿ“ก Caesars Ent. (CZR) XXXXX% ๐ŸŽฐ Campbell Soup (CPB) XXXXX% ๐Ÿฅฃ MGM Resorts (MGM) XXXXX% ๐Ÿจ ๐Ÿ“Œ High short interest = bearish bets ๐Ÿ‘€ Also a setup to watch for squeezes. #ShortInterest #StocksToWatch #SP500 #ENPH #MRNA #SMCI #Markets"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-15 13:38:30 UTC XXX followers, XXX engagements

"Northrop Grumman ($NOC) Q2 Earnings Recap ๐Ÿ›ฐ โœ… Top & Bottom Line Beat: GAAP EPS: $XXXX vs. $XXXX est. (+28% Y/Y) Revenue: $10.4B (+1.8% Y/Y) vs. $10.09B est. ๐Ÿ“ˆ 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 ๐Ÿ“ฆ Backlog: $89.7B ๐ŸŒ International Sales: +18% Y/Y ๐Ÿ’ฅ Defense systems and missile programs driving strong momentum including B-21 Sentinel and global missile defense demand. ๐Ÿ’ฌ CEO Kathy Warden: Were seeing exceptional demand across defense segments and are increasing"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 20:10:58 UTC XXX followers, XX engagements

"๐Ÿ“ข $HON Q2 Earnings Recap ๐Ÿงพ EPS: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ต Revenue: $10.35B vs. $10.06B est. beat by $290M โœ… ๐Ÿ“ˆ Organic sales growth: +5% top end of raised guide ๐Ÿ›ฉ Segment Highlights Aerospace: $4.31B strong YoY but just below estimate Commercial aftermarket up 7%; backlog grew XX% ๐Ÿ“ฆ Building Automation: $1.83B beat expectations strong orders ๐Ÿ“Š Energy & Sustainability Solutions: $1.18B continued momentum โ™ป Productivity solutions sales down X% impacted by Europe ๐Ÿ“… 2025 Outlook Raised FY25 Sales: $40.8B$41.3B vs. $40.32B est. ๐Ÿ”ผ FY25 EPS: $10.45$10.65 vs. $XXXXX est. ๐Ÿ”ผ"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-24 11:08:02 UTC XXX followers, XX engagements

"โ˜ SAP ($SAP) Q2 Earnings Recap โœ… 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. ๐Ÿ“‰ 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) ๐Ÿ“ˆ ๐Ÿ’ก AI Driving the Future: CEO"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 21:13:36 UTC XXX followers, XX engagements

"๐Ÿ“ท American Express ($AXP) Q2 2025 Earnings Recap ๐Ÿ“ท๐Ÿ“ทAmex delivered a strong quarter beating EPS and revenue estimates while reaffirming guidance and benefiting from robust card member spending and premium product demand. ๐Ÿ“ท Highlights: EPS: $XXXX vs. $XXXX est ๐Ÿ“ทRevenue: $17.86B vs. $17.70B est ๐Ÿ“ทBilled 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 ๐Ÿ“ท Guidance Reaffirmed: FY25 Revenue Growth: XXX% vs. XXXX% est ๐Ÿ“ทFY25 EPS: $15.00$15.50 vs."
@EagleInvestors Avatar @EagleInvestors on X 2025-07-18 13:42:01 UTC XXX followers, XX engagements

"$CCI $AMT $O $VICI $VZ $T ๐Ÿ“ข $CCI Q2 Earnings Recap ๐Ÿข FFO: $XXXX vs. $XXXX est. beat by $XXXX โœ… ๐Ÿ’ต Revenue: $1.06B vs. $1.04B est. beat by $20M โœ… ๐Ÿ“‰ Revenue down XXX% YoY mostly due to lower site rental revenue ๐Ÿ“ฆ 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 ๐Ÿ— ๐Ÿ“… 2025 Outlook FY25 FFO guidance midpoint: $XXXX in line with consensus Core leasing activity and escalators continue to"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-23 20:27:35 UTC XXX followers, XXX engagements

"Texas Instruments ($TXN) Q2 Earnings Recap โœ… 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. ๐Ÿ’ต ๐Ÿ“ฆ Broad-Based Strength: Revenue grew X% sequentially driven by continued recovery in the industrial segment and strong performance across end markets. ๐Ÿ“Š ๐Ÿ’ฐ Cash Power: Over the trailing XX months: $6.4B in operating cash flow ๐Ÿ’ธ $1.8B in free cash flow ๐Ÿฆ Returned $6.7B to shareholders via dividends & buybacks ๐Ÿ“‰ Invested $3.9B in R&D and SG&A and $4.9B in CapEx ๐Ÿ“‰ Stock Reaction: Shares fell XXX% AH"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 20:17:19 UTC XXX followers, XX engagements

"๐Ÿ›ซ 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. ๐Ÿ“Š Quarter Highlights: EPS: $XXXX vs. $XXXX est โœ… Revenue: $21.58B (+9% YoY) vs. $20.63B est โœ… Operating Cash Flow: $0.5B Free Cash Flow: -$0.1B (outflow) ๐Ÿ“ฆ Backlog: $236B $144B commercial $92B defense ๐Ÿ“ˆ FY25 Outlook: Adjusted Sales: $84.75$85.5B (raised) โœ… Organic Growth: 6%7% (raised) โœ… EPS: $5.80$5.95 (lowered from $6.00$6.15)"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 11:34:46 UTC XXX followers, XX engagements

"๐Ÿฆ… Eagle Watchlist Earnings Week is Here ๐Ÿšจ $TSLA $GOOGL $INTC $IBM $KO $CMG $NOW $ENPH $LMT + more ๐Ÿ“ˆ X of the Mag X report while the market hits all-time highs Inside Eagle Investors: โœ… Daily watchlists ๐ŸŽฏ Trade setups on earnings plays ๐Ÿง  Recaps & Discussions ๐ŸŽŸ Join our Discord 10-Day Free Trial ๐Ÿ”— Scan the QR or hit the link in bio #EarningsWatch #StockMarket #TSLA #GOOGL #Investing #OptionsTrading #TradingCommunity #EarningsSeason #DiscordAlerts"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-19 17:29:14 UTC XXX followers, XXX engagements

"๐Ÿ›ฉ Lockheed Martin ($LMT) Q2 2025 Earnings Recap ๐Ÿš€ 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. ๐Ÿ“Š Q2 Highlights: EPS (Adj.): $XXXX vs. $XXXX est โœ… Revenue: $18.16B vs. $18.54B est โŒ GAAP EPS: $XXXX ( XX% Y/Y) due to charges โŒ Backlog: $166.5B +5.2% Y/Y โœ… ๐Ÿ“… FY25 Outlook: Revenue: $73.75$74.75B (Reaffirmed) โœ… EPS: Lowered to $21.70$22.00 vs. prior $27+ โŒ Free Cash Flow: Reaffirmed at $6.6B$6.8B โœ… ๐Ÿงพ Operating margin fell sharply to XXX% down from XXXX% a year ago. Free cash flow"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 12:09:15 UTC XXX followers, XX engagements

"๐Ÿ“ฆ Genuine Parts Company ($GPC) Q2 Earnings Recap โœ… Q2 Results Beat Expectations: Revenue: $6.20B vs. $6.11B est. EPS: $XXXX vs. $XXXX est. ๐Ÿ“‰ 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 ๐Ÿ“‰ ๐Ÿ“Š 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. ๐Ÿ“ˆ Stock Reaction: Shares jumped XXX% on the earnings beat and continued strategic"
@EagleInvestors Avatar @EagleInvestors on X 2025-07-22 18:55:53 UTC XXX followers, XX engagements

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