[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@LongYield](/creator/twitter/LongYield) "$CTAS Cintas Corporation Earnings Call Key Highlights: (2/2) 🔧 Sales Strategy and Customer Retention Sales cycle and customer sentiment remain stable; new business wins driven by the companys value proposition not macro or pricing pressures. Retention rates remain near all-time highs with stable ad stops; pricing trends aligned with historical levels with no material change in customer behavior. Cintas' differentiated service model includes converting no programmers (self-managed uniforms) to rental services and expanding cross-selling within long-standing customer accounts. Example"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946329813649629187) 2025-07-18 22:02:43 UTC 4483 followers, XXX engagements "$PEP PepsiCo Inc. Earnings Call Key Highlights: 💼 Productivity Acceleration and Cost Structure Optimization PepsiCo plans a XX% increase in productivity savings in H2 2025 versus H1 with initiatives targeting both Frito-Lay North America (FLNA) and PepsiCo Beverages North America (PBNA). Productivity levers include plant closures line rationalizations workforce rightsizing procurement savings and efficiency from ERP investments. Long-term productivity is also supported by the North America business integration where dual $30B operations are expected to unlock synergies in logistics sales and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946321851220644324) 2025-07-18 21:31:04 UTC 4486 followers, XXX engagements "$GOOGL Alphabet Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance Across Core Businesses Alphabet reported Q2 2025 consolidated revenue of $XXXX billion up XX% YoY (13% in constant currency) led by double-digit growth in Search YouTube subscriptions devices and Google Cloud. Operating income rose XX% to $XXXX billion while net income climbed XX% to $XXXX billion; EPS reached $XXXX a XX% increase. Operating margin was XXXX% benefiting from strong revenue growth and expense efficiency partially offset by a $XXX billion legal charge. Free cash flow for the quarter was $5.3"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948155065656594770) 2025-07-23 22:55:37 UTC 4484 followers, XXX engagements "$MAN ManpowerGroup Inc. Earnings Call Key Highlights: 📉 Financial Performance and Revenue Trends System-wide revenue totaled $XXX billion while reported revenue stood at $XXX billion down X% YoY in constant currency. Adjusted EBITDA was $XX million representing a XX% decrease YoY. Adjusted EPS was $XXXX down XX% YoY in constant currency though $XXXX above the guidance midpoint. Reported EPS was a loss of $XXXX due to $XXXX in restructuring and $XXXX in impairment charges. Gross profit margin came in at XXXX% with a XX basis point negative impact from staffing mix shifts toward enterprise"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946981852171866140) 2025-07-20 17:13:41 UTC 4482 followers, XXX engagements "🚖 Teslas Robotaxi Rollout: Bay Area Launch This Weekend 🔹 Tesla ( $TSLA) may launch robotaxi service in San Francisco as early as this weekend per Business Insider 🔹 Select Tesla owners will get invites to try the service 🔹 Geofenced coverage spans SF Marin East Bay & down to San Jose 🔹 Comes after earlier test run in Austin TX 🔹 Regulatory approval still pending in California raising hurdles 🔹 Musk aims to shift focus to autonomy amid falling EV sales"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948726743293907291) 2025-07-25 12:47:15 UTC 4482 followers, XXX engagements "$INFY Infosys Limited Earnings Call Key Highlights: 📈 Q1 FY26 Revenue Growth and Deal Momentum Infosys reported Q1 FY26 revenue growth of XXX% QoQ and XXX% YoY in constant currency terms with broad-based performance across key verticals and geographies. Europe grew XXXX% YoY significantly outpacing the company average while North America grew XXX% sequentially reflecting steady demand despite macro uncertainties. Large deal total contract value (TCV) stood at $XXX billion with XX% net new spanning XX deals across verticals such as communications financial services manufacturing EURS and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948156776286671130) 2025-07-23 23:02:25 UTC 4483 followers, XXX engagements "🏥 $MOH Q2'25: Premium revenue $10.9B; consolidated MCR XXXX% Adjusted EPS $5.48; pretax margin XXX% Medicaid MCR 91.3%; marketplace MCR 85.4%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948866594412675471) 2025-07-25 22:02:58 UTC 4487 followers, XXX engagements "$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (2/2) 🏦 Deposit Franchise Strength and Pricing Discipline Average deposits increased $XXX billion (1.1%) sequentially supported by X% and X% growth in consumer and business primary bank relationships respectively. Interest-bearing deposit costs declined X basis points sequentially highlighting strong pricing discipline even amid solid loan growth. Noninterest-bearing deposits declined modestly but total checking balances and lower-cost deposit categories remained stable. Liquidity coverage remains strong with 2x coverage"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970799275196770) 2025-07-20 16:29:46 UTC 4486 followers, XXX engagements "$IIIN Insteel Industries Inc. Earnings Call Key Highlights: 📈 Strong Earnings and Margin Expansion Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share more than doubling from $XXX million or $XXXX per share in the prior year period. Adjusted EPS was $XXXX excluding $843000 in restructuring charges tied to welded wire manufacturing consolidation. Gross margin expanded by XXX basis points year-over-year to XXXX% driven by higher selling prices and favorable raw material spreads. Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946983536700924119) 2025-07-20 17:20:23 UTC 4482 followers, XXX engagements "12/20 Tesla continues to cut prices across its lineup to defend market share compressing automotive gross margins. Q2 automotive gross margin (ex credits) was XXXX% still industry leading but far below prior highs. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948836096642875896) 2025-07-25 20:01:47 UTC 4486 followers, XX engagements "17/20 Opportunities: scaling energy storage monetizing Supercharger access licensing FSD & charging tech and eventually launching a massmarket robotaxi platform could unlock highmargin recurring revenue. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948836960082231573) 2025-07-25 20:05:13 UTC 4484 followers, XX engagements "4/20 $NOW ended Q1 with $10.9B of cash & investments and no net debt. A hefty war chest to fund innovation and M&A. Management also authorized a $7.5B share repurchase program buying back stock to offset dilution and signal confidence"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948874795354878239) 2025-07-25 22:35:34 UTC 4482 followers, XX engagements "Flex Q1'26 (Jun XX '25): Net sales $6.6B; GAAP op income $311M adj op income $395M; GAAP net income $192M adj net income $274M; GAAP EPS $XXXX adj EPS $XXXX. CEO notes strong start high-growth markets regionalized footprint & integrated services; FY'26 guidance raised"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948824749825520103) 2025-07-25 19:16:42 UTC 4486 followers, XXX engagements "$ABT Abbott Laboratories Earnings Call Key Highlights: (2/2) ⚡ Medical Devices: Electrophysiology (EP) EP delivered another quarter of double-digit growth supported by ongoing U.S. strength and early international rollout of Volt PFA catheter. Volts design enables real-time contact visualization and reduced procedure times positioning it competitively against existing balloon-based systems. Initial market introduction is focused and selective leveraging trial site familiarity to drive feedback and procedural confidence. Broader launch and scaling anticipated with Volt expected to bolster EP"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946330157951651917) 2025-07-18 22:04:05 UTC 4484 followers, XXX engagements "$NOC Northrop Grumman Corporation Earnings Call Key Highlights: (1/2) 📊 Strong Q2 2025 Financial Results and Outlook Q2 revenue rose to $XXXX billion up X% YoY and X% sequentially with growth across all segments; organic sales grew X% YoY excluding the training services divestiture. Segment operating income increased XX% YoY to $XXXX billion with operating margin expanding XXX bps to XXXX% driven by strong performance at Defense and Mission Systems. Diluted EPS was $XXXX up XX% YoY aided by $XXXX from segment performance and a $XXXX gain from the divested training business. Full-year"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948010774359670869) 2025-07-23 13:22:15 UTC 4486 followers, XXX engagements "$ALLY Ally Financial Inc. Earnings Call Key Highlights: 💼 Executive Vision and Strategic Focus CEO Michael Rhodes emphasized organizational focus cultural strength and simplification as central to delivering shareholder value. The company has solidified leadership sharpened its brand strategy and reinforced its commitment to core businesses: Dealer Financial Services Corporate Finance and Deposits. A multiyear partnership with the WNBA underscores Allys brand momentum and alignment with social trends. Ally aims to remain disciplined in capital allocation with a long-term goal of delivering"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1914309860377714999) 2025-04-21 13:26:51 UTC 4487 followers, XXX engagements "$RYAAY Ryanair Holdings plc Earnings Call Key Highlights: (1/2) 💶 Record Q1 Profit Driven by Strong Fare Recovery Ryanair reported Q1 FY2026 PAT of XXX million more than double the XXX million posted in Q1 FY2025 due largely to favorable comps and strong Easter performance. Q1 benefited from the timing of a full Easter in April (vs. partial last year) the resolution of the OTA boycott and stronger close-in bookings. Management emphasized that while headline profit growth appears large (+128%) over a two-year period Q1 profits have grown XX% suggesting a more normalized trajectory. Average"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947444611602858444) 2025-07-21 23:52:31 UTC 4486 followers, XXX engagements "$WBS Webster Financial Corporation Earnings Call Key Highlights: (1/2) 💼 Strong Quarter and Solid Financial Metrics Achieved ROATCE of XX% and ROAA of nearly XXX% for Q2 2025; EPS increased to $XXXX from $XXXX in Q1. Tangible book value per share rose over X% to $35.13; net income to common shareholders rose by $XX million sequentially. NIM decreased slightly to XXXX% (3.42% excluding a non-accrual reversal) driven by seasonal deposit mix increased cash balances and marginal spread compression. Loan-to-deposit ratio held steady at XX% with strong balance sheet positioning and CET1 capital at"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946979492032885198) 2025-07-20 17:04:18 UTC 4482 followers, XXX engagements "7/20 Balance sheet: Assets $63.7B. Net debt $29B (gross $38B incl. leases) stockholders deficit -$3.9B. Working capital negative with $4.6B debt due 1yr. Leverage remains high relative to peers. #balance #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831135678500953) 2025-07-25 19:42:04 UTC 4486 followers, XX engagements "$XPEV XPeng Inc. Q1 2025 Earnings Call Key Highlights: 🚗 Record-Breaking Vehicle Deliveries and Market Leadership XPeng delivered 94008 vehicles in Q1 2025 up XXX% year-over-year marking a new company record and positioning it as the top-selling emerging EV brand both domestically and internationally. Monthly deliveries surpassed 30000 units for six consecutive months despite the traditional seasonal weakness of Q1. Notable model performance includes over 100000 cumulative MONA M03 deliveries 50000 units of the new P7+ and 7500 combined units of the refreshed G6 and G9 models in April. The"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943118835596275796) 2025-07-10 01:23:26 UTC 4484 followers, XXX engagements "$AAL American Airlines Group Inc. Earnings Call Key Highlights: 🧾 Financial Performance and Revenue Trends Reported adjusted pretax profit of $XXX million for Q2 2025 with EPS of $XXXX hitting the high end of April guidance. Revenue reached a record $XXXX billion a XXX% YoY increase led by strength in international and premium markets despite domestic softness. Passenger revenue per available seat mile (PRASM) led network peers for the fourth consecutive quarter with notable strength in Atlantic (+5%) and Pacific (+1%) PRASM on XX% capacity growth. Premium cabin unit revenue outperformed the"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948470754921906647) 2025-07-24 19:50:03 UTC 4486 followers, XXX engagements "17/20 Opportunities: AI monetization across Search Cloud and Workspace; generative offerings like Gemini Pro; AI-assisted advertising; and hardware integration with Pixel & Android. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948838849431695393) 2025-07-25 20:12:44 UTC 4484 followers, XX engagements "$KO The Coca-Cola Company Earnings Call Key Highlights: (1/2) 🌐 Global Business and Market Performance Coca-Cola achieved X% organic revenue growth and X% EPS growth in Q2 2025 despite a X% unit case volume decline with strong execution in volatile markets and adverse June weather. Volume improved sequentially in key markets such as the U.S. and Europe while value share gains continued for a 17th consecutive quarter underscoring strong brand strength. Despite regional conflicts and economic challenges Coca-Cola grew volume in EMEA and Africa and maintained positive performance in China and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947995844394827805) 2025-07-23 12:22:55 UTC 4486 followers, XXX engagements "12/20 Premium vs leisure: Premium cabins continue to show resilience; long-haul international yields improved. Domestic leisure demand has softened prompting AA to trim capacity where yields weak. #demand #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831436816916790) 2025-07-25 19:43:16 UTC 4484 followers, XX engagements "$GE General Electric Company Earnings Call Key Highlights: (1/2) ✈ Safety and Operational Excellence GE Aerospace reaffirmed its commitment to safety emphasizing its FAA-accepted Safety Management System (SMS) developed a decade before regulatory mandates. The FLIGHT DECK lean operating model enhances safety quality delivery and cost metrics now incorporating AI tools to improve inspection accuracy and detect potential threats earlier. Enhanced part-level inspections standardized safety investigation processes and AI-enabled blade inspection tools are reducing inspection times by up to 50%."  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946182117714538740) 2025-07-18 12:15:49 UTC 4486 followers, XXX engagements "@RogerJStoneJr We are still waiting on the Epstein Files"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948370924899631409) 2025-07-24 13:13:22 UTC 4486 followers, XXX engagements "5/20 R&D expense jumped XX% YoY to $1.59B as Tesla ramps investment in AI FSD Optimus robotics and nextgen vehicles. SG&A was $1.37B (+7%). 2024s $622M restructuring charge dropped off. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948835285607088349) 2025-07-25 19:58:34 UTC 4484 followers, XX engagements "🌯 $CMG Q2'25: Sales $3.1B (+3%) while comps X% 📉 Restaurant margin XXXX% (150 bp) Adjusted EPS $XXXX (3%); XX new stores (47 Chipotlanes)"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948863798095610342) 2025-07-25 21:51:52 UTC 4486 followers, XXX engagements "💰 Financials & capital: Revenue guidance $17.5$17.8B; free cash flow guidance $1.61.9B Inventory per store $833K (+9%) Repurchased 6.8M shares in Q2 for $617M"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948866341118591319) 2025-07-25 22:01:58 UTC 4483 followers, XXX engagements "$KO The Coca-Cola Company Earnings Call Key Highlights: (2/2) 📊 2025 Financial Guidance and FX Headwinds Coca-Cola maintained its organic revenue growth guidance at XX% and raised currency-neutral EPS growth expectations to 8%. Full-year EPS is projected to grow approximately X% to $XXXX despite a 5-point currency headwind and a 2-point tax rate increase (to 20.8%). Currency impacts are moderating; hedging strategy smooths volatility but delays benefit realization2026 FX outlook to be updated in Q3 call. Free cash flow (excluding fairlife payment) was $XXX billion up $XXX million YoY;"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947995889152278715) 2025-07-23 12:23:06 UTC 4486 followers, XXX engagements "$ALV Autoliv Inc. Earnings Call Key Highlights: (2/2) 📊 Cash Flow CapEx and Working Capital Trends Free operating cash flow was $XXX million down from $XXX million YoY due to working capital buildup but partially offset by lower CapEx. CapEx-to-sales ratio declined to XXX% from XXX% last year driven by reduced footprint investments in Europe and Americas and moderated capacity expansion in Asia. Trade working capital rose to XXXX% of sales up from XXXX% YoY driven by $XXX million in higher receivables; seen as a temporary shift due to strong Q2 close. Cash conversion over the last XX months"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946972978291356124) 2025-07-20 16:38:25 UTC 4482 followers, XXX engagements "$NEM Newmont Corporation Earnings Call Key Highlights: (2/2) 🏦 Balance Sheet Strength and Liquidity Ended Q2 with $XXX billion in cash well above the $X billion internal target. Total debt reduced to $XXX billion surpassing the companys target of staying under $X billion. $XXX million of cash includes proceeds from divestment-related equity sales. Additional contingent and deferred payments expected: $XXX million from Discovery Silver (paid over X years starting 2027) and $XXX million in deferred payments from Greatland Gold. Continued evaluation of debt reduction opportunities to enhance"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948720401174905331) 2025-07-25 12:22:03 UTC 4483 followers, XXX engagements "19/20 Compared with peers Alphabets Cloud growth outpaces AWS and Azure but remains smaller. Its advertising moat vast data assets and AI investments set it apart. Execution on AI & capex returns is key. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948838954565837218) 2025-07-25 20:13:09 UTC 4486 followers, XX engagements "Mobileye Global Inc. Earnings Call Key Highlights: 📊 Strong Q2 Financial Performance and Upgraded 2025 Outlook Q2 2025 revenue rose XX% year-over-year exceeding prior guidance due to stronger-than-expected volumes across OEMs and regions particularly in supervision and China. Adjusted operating income increased XX% with a 3-point improvement in adjusted operating margin to XX% highlighting robust operating leverage and disciplined cost management. Operating cash flow exceeded $XXX million for the quarter and $XXX million for H1 representing roughly XX% of revenue supported by improved"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948515502231617668) 2025-07-24 22:47:52 UTC 4482 followers, XXX engagements "16/20 Deal momentum: $NOW booked XX net new ACV deals $1M and X $5M in Q1 highlighting enterprise traction. Larger commitments reflect customers confidence in scaling on ServiceNows platform"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948875444285010317) 2025-07-25 22:38:08 UTC 4486 followers, XX engagements "20/20 Conclusion: Q2 shows Tesla caught between lower margins today and ambitious AI/robotaxi dreams tomorrow. With strong liquidity and a passionate customer base the story remains high risk/high reward. Patient investors may be rewarded. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837327960506656) 2025-07-25 20:06:41 UTC 4484 followers, XXX engagements "19/20 Relative to legacy automakers Tesla still boasts the best operating margin and a fortress balance sheet. But compared with tech peers profitability and growth look modest. Execution will determine which peer group investors focus on. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837294829699483) 2025-07-25 20:06:33 UTC 4484 followers, XX engagements "$NOW ServiceNow Inc. Earnings Call Key Highlights: 📈 Outstanding Financial Performance Q2 2025 subscription revenues reached $XXXX billion up XXXX% YoY in constant currency exceeding guidance by XXX basis points aided by strong execution and early on-prem renewals. Remaining performance obligations (RPO) stood at $XXXX billion a XXXX% YoY growth; current RPO grew XXXX% YoY both exceeding expectations. Non-GAAP operating margin was XXXX% over XXX basis points above guidance while free cash flow margin was XXXX% up XXX basis points YoY. ServiceNow increased its FY25 subscription revenue"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948152758734848385) 2025-07-23 22:46:27 UTC 4484 followers, XXX engagements "$PHM PulteGroup Inc. Earnings Call Key Highlights: (2/2) 📦 Land Strategy and Option Usage Invested $XXX billion in land acquisition and development in Q2; $XXX billion YTD on pace to meet $X billion full-year investment target. Controlled lot count increased to 250000 with land options now comprising XX% of the pipeline advancing toward the target mix of XX% options and XX% owned. Nearly 30000 option lots were added in the past XX months while owned lot count was reduced by approximately 4000 improving flexibility and risk mitigation. Most land options are sourced directly from sellers"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948004972999700730) 2025-07-23 12:59:12 UTC 4486 followers, XXX engagements "5/20 Total traffic acquisition costs (TAC) rose XX % to $XXXX B as payments to partners like Apple increased. TAC as a % of advertising revenue was roughly flat reflecting discipline in distribution deals. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837760896565424) 2025-07-25 20:08:24 UTC 4483 followers, XX engagements "Keurig Dr Pepper Q225: net sales +6.1% to $4.2B (cc +7.2% volume/mix +5% price +2.2%). GAAP net income $547M (EPS $0.40); adj $673M ($0.49). FCF $325M. Reaffirmed midsingledigit constantcurrency sales & highsingledigit adjusted EPS growth"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831529318174858) 2025-07-25 19:43:38 UTC 4486 followers, XXX engagements "10/20 Energy generation & storage revenue slipped X% to $2.79B due to fewer Powerwall & Megapack deployments though margins improved. Services & other revenue grew XX% to $3.0B thanks to Supercharger network and parts/service. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948835853486489921) 2025-07-25 20:00:49 UTC 4486 followers, XX engagements "✅ X pillars: X Run great restaurants with hospitality X Build brand love 🤍 X Amplify technology & throughput💡 X Expand access via new restaurants 🚧 X Invest in worldclass people"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948864275281576380) 2025-07-25 21:53:46 UTC 4486 followers, XXX engagements "$GE General Electric Company Earnings Call Key Highlights: (2/2) 🧪 Technology and R&D Investment GE is investing $3B annually (68% of revenue) into R&D supporting current platforms and future propulsion technologies. The company leads the industry in composite fan blade technology improving durability and efficiency; now in 4th-gen with GE9X. GE9X is the most tested engine in company history (30000 cycles) including advanced dust testing to ensure launch maturity. The RISE program featuring open fan architecture promises XX% fuel burn reduction slower fan speed for safety and improved"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946182206545617003) 2025-07-18 12:16:11 UTC 4481 followers, 1092 engagements "$AXSM Axsome Therapeutics Inc. Q4 2024 Earnings Call Key Highlights: 💊 Strong Commercial Growth & Pipeline Expansion Total net product revenue for 2024: $XXX million reflecting XX% year-over-year growth driven by Auvelity and Sunosi. Auvelity net sales: $XXXXX million up XXX% YoY reinforcing its potential as a blockbuster depression treatment. Sunosi net revenue: $XXXX million up XX% YoY maintaining strong growth in excessive daytime sleepiness (EDS) treatment. Symbravo (new migraine treatment) approved on Jan XX 2025 with a commercial launch planned in the coming months. 📈 Financial"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1891938853499568587) 2025-02-18 19:52:27 UTC 4486 followers, XXX engagements "CenterPoint Energy Q225: diluted EPS $XXXX GAAP ($0.29 nonGAAP). Company increased its 2025 and 10year capital investment plan by $500M without needing new equity"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948832695045312636) 2025-07-25 19:48:16 UTC 4487 followers, XXX engagements "$LUV Southwest Airlines Co. Earnings Call Key Highlights: 🛫 Transformation Plan Execution and Strategic Product Evolution Southwest is executing the largest transformation in its history introducing major changes such as checked bag fees a basic economy product flight credit expiration and 24-hour operations with red-eye flights. Beginning July XX the airline will sell assigned and premium seating for flights starting January XX 2026signaling a shift in product segmentation. Approximately XX% of the fleet has already been retrofitted for extra legroom seating; customer notifications and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948513717156516328) 2025-07-24 22:40:46 UTC 4486 followers, XXX engagements "🎲 $LVS Q2'25: Marina Bay Sands delivered record EBITDA $768M with XXXX% margin 🏨 Macau operations generated $566M EBITDA; Londoner margin XXXX% Venetian XXXX% Plaza/Four Seasons XX% Macau GGR XX% of Q219 & XX% above last year; premium mass & tourism strong"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948882088758751598) 2025-07-25 23:04:33 UTC 4484 followers, XXX engagements "16/20 Risks: Fuel price volatility labor cost inflation macroeconomic slowdown and high leverage remain key risks. Competitive capacity growth and regulatory scrutiny add uncertainty. #risk #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831697895592331) 2025-07-25 19:44:18 UTC 4484 followers, XX engagements "$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (2/2) 📈 Performance Metrics and Morningstar Ratings XX% of AUM outperformed benchmarks in Q2; XX% outperformed on a one-year basis. Long-term performance remains robust with XX% of AUM beating benchmarks over ten years and excess returns exceeding XXX basis points across all major time periods. Morningstar ratings remain strong with XX% of open-end fund AUM rated X or X stars underscoring consistent alpha generation across strategies. Firm continues to outperform performance targets contributing to ongoing investment appeal across"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976612966121561) 2025-07-20 16:52:52 UTC 4484 followers, XXX engagements "$NEM Newmont Corporation Earnings Call Key Highlights: (1/2) 🪖 Red Chris Incident and Safety Commitment On July XX two fall-of-ground events at Red Chris in British Columbia trapped three workers in a refuge chamber. Communications were lost due to damage in the second collapse prompting full suspension of operations. Emergency response protocols were immediately enacted with ongoing efforts to safely regain access and reestablish communication. Rescue strategies include reentry via the decline and potential access through a ventilation shaft. Newmont is leveraging internal expertise and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948720342005936268) 2025-07-25 12:21:49 UTC 4483 followers, XXX engagements "$QS QuantumScape Corporation Earnings Call Key Highlights: 🤝 Expanded PowerCo Collaboration Enhances Commercialization Path QuantumScape announced an upgraded collaboration and licensing agreement with Volkswagen Groups PowerCo including up to $XXX million in new payments over two years for joint development work. These payments are in addition to the previously disclosed $XXX million licensing prepayment contingent on technical milestones and final license execution. The expansion enables PowerCo to produce an additional X GWh of QS cells annuallyraising the total potential licensed"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948155944300372178) 2025-07-23 22:59:06 UTC 4481 followers, XXX engagements "$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (1/2) 📊 Financial Performance and Operating Metrics Q2 2025 earnings were $XXXX per share down slightly from $XXXX in Q1 reflecting modestly higher expenses and stable revenues. Revenue increased XXX% quarter-over-quarter to $XXX million driven by higher average assets under management (AUM) and a favorable day count. Operating margin decreased to XXXX% from XXXX% in the prior quarter as expenses rose more than revenues. Compensation and benefits remained aligned with revenue growth holding the compensation ratio steady at 40.5%. 💼"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976544909344921) 2025-07-20 16:52:36 UTC 4486 followers, XXX engagements "$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (2/2) 📦 Business Segment Highlights Aeronautics: Sales up X% to $XXX billion driven by F-35 production; excluding the $XXX million classified charge operating profit would have grown high single digits. Missiles and Fire Control (MFC): Sales rose XX% to $XXX billion led by HIMARS JASSM/LRASM and PrSM; operating profit increased X% to $XXX million offset slightly by PAC-3 rate adjustments. Rotary and Mission Systems (RMS): Sales fell XX% to $X billion due to CMHP and TUHP charges; excluding these RMS sales declined mid-single"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948003491839959330) 2025-07-23 12:53:19 UTC 4488 followers, XXX engagements "Darling Ingredients Q225: GAAP net income $12.7M ($0.08/sh) vs $78.9M yr-ago; net sales $1.5B; combined adj EBITDA $249.5M. Refinanced long-term debt & signed term sheet for Nextida collagen/gelatin JV. CEO expects renewables demand & regulation to support growth"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948834445232144396) 2025-07-25 19:55:13 UTC 4486 followers, XXX engagements "$SLM SLM Corporation Earnings Call Key Highlights: (2/2) 🏛 Impact of Federal Student Loan Reforms President signed H.R.1 into law in July introducing major reforms: caps on Parent PLUS loans and elimination of Grad PLUS. Effective July X 2026 for first-time borrowers. Management sees these changes as a meaningful structural shift curbing overborrowing and encouraging responsible financing. Pell Grant expansions and simplified repayment plans are also part of the legislation. Some temporary headwinds expected as borrowers seek federal loans ahead of policy changes but long-term effects are"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948721931198382256) 2025-07-25 12:28:08 UTC 4483 followers, XXX engagements "4/20 Other Bets revenue was $XXX M (+2 %) still immaterial. Loss widened to $XXXX B as projects like Waymo and Verily invest for the long term. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837711923871908) 2025-07-25 20:08:12 UTC 4486 followers, XX engagements "$NOC Northrop Grumman Corporation Earnings Call Key Highlights: (2/2) 💥 Defense Systems Growth and Rocket Motor Expansion Defense Systems Q2 sales up X% on a GAAP basis (9% organically) driven by Sentinel and higher ammunition volumes; operating margin surged to 12.7%. $X billion invested over X years to expand solid rocket motor capacity with expected increase from 13000 units to 25000 by 2029. New contracts include a U.S. Navy award for 21-inch second-stage rocket motors and growing roles in hypersonics and second-source missile production. Management sees DS as the companys highest"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948010893872087368) 2025-07-23 13:22:44 UTC 4486 followers, XXX engagements "$ABT Abbott Laboratories Earnings Call Key Highlights: (1/2) 📈 Overall Financial Performance Q2 2025 organic sales (excluding COVID testing) rose XXX% with total reported growth of 6.9%; H1 2025 organic growth stood at 8%. Adjusted EPS for the quarter was $XXXX up XX% YoY and XX% sequentially exceeding consensus estimates and reflecting double-digit bottom-line growth. Gross margin and operating margin both expanded by XXX basis points YoY reaching XX% and XXXX% of sales respectively. Full-year outlook reaffirmed despite macro headwinds with expectations of continued high single-digit sales"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946330118982451279) 2025-07-18 22:03:56 UTC 4484 followers, XXX engagements "$NEE NextEra Energy Inc. Earnings Call Key Highlights: 📊 Strong Financial Results and Upbeat Guidance Adjusted earnings per share (EPS) grew XXX% YoY for Q2 2025 with year-to-date EPS up 9.1%reflecting robust performance from both Florida Power & Light (FPL) and Energy Resources. FPLs EPS contribution increased $XXXX YoY driven primarily by an X% increase in regulatory capital employed and continued customer growth. Energy Resources adjusted EPS rose $XXXX YoY with $XXXX from new investments and $XXXX from improved customer supply business offsetting a $XXXX wind resource shortfall and $0.06"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948164292630474990) 2025-07-23 23:32:17 UTC 4488 followers, XXX engagements "18/20 Valuation: At $XXX per share (7/25/25) Tesla trades at XX 2025 EPS and XX EV/EBITDA. Bulls argue optionality in AI & energy justify the premium; bears worry about eroding margins and cash burn. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837262541947216) 2025-07-25 20:06:25 UTC 4484 followers, XX engagements "$CHTR Charter Communications Inc. Earnings Call Key Highlights: (2/2) 🧠 Technology AI and Service Investment Charters service model is increasingly driven by AI ML and network intelligence enabling proactive issue resolution and efficient self-service. Machine learning tools for front-line employees are improving service quality reducing call times and lowering truck rolls which dropped nearly XX% in Q2. Billing and repair calls declined XX% year-over-year with noticeable improvement in customer sentiment regarding service products and pricing. Charter emphasized continued investment in"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948775316257644867) 2025-07-25 16:00:16 UTC 4486 followers, XXX engagements "🚀 ServiceNow $NOW Q1 FY25 results: unstoppable platform for digital workflows. Subscription revenue growth XX% YoY constant currency; current RPO +22%. Operating margin XX% FCF margin XX% beating guidance. Lets dive in #ServiceNow #Earnings"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948869034784559340) 2025-07-25 22:12:40 UTC 4486 followers, XXX engagements "🚀 $IBM Q2'24: Revenue $15.8B (+4% CC) 💾 Software +8%; margin +220bps 💹 Free cash flow $4.5B H1 raised FY target to $12B 💰"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948863126600077695) 2025-07-25 21:49:12 UTC 4486 followers, XXX engagements "$RTX RTX Corporation Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance RTX reported Q2 adjusted sales of $XXXX billion up X% organically with broad-based strength across all three segments and channels: commercial aftermarket (+16%) commercial OE (+7%) and defense (+6%). Segment operating profit rose XX% to $XXX billion reflecting improved mix and higher volume while adjusted EPS increased XX% YoY to $XXXX despite $XXXX in tariff costs. Free cash flow was a modest outflow of $XX million impacted by $XXX million in powder metal-related compensation and $XXX million in"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948004031797817532) 2025-07-23 12:55:28 UTC 4486 followers, XXX engagements "18/20 Valuation: At $XX per share (7/25/25) AA trades 8x 2025e EPS and EV/EBITDA 6x. Discount reflects high leverage and cyclical exposure but earnings leverage could amplify upside if recovery strengthens. #valuation #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831822281888078) 2025-07-25 19:44:48 UTC 4484 followers, XX engagements "🚗 $ORLY Q2'25: Comparable store sales +4.1% 📈 EPS up XX% (postsplit) Professional comps 7%; DIY comps low single digit Raised comp sales guidance to 3%4.5%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948865944194793954) 2025-07-25 22:00:23 UTC 4483 followers, XXX engagements "$FITB Fifth Third Bancorp Earnings Call Key Highlights: (1/2) 📈 Earnings Performance and Profitability Q2 2025 adjusted EPS was $XXXX exceeding consensus estimates; adjusted return on assets was XXX% and return on tangible common equity stood at 18%. Adjusted PPNR rose XX% year-over-year driven by X% growth in adjusted revenues including X% NII growth. The efficiency ratio improved to XXXX% with XXX basis points of positive operating leveragemarking the third consecutive quarter of such leverage. Tangible book value per share increased XX% year-over-year and X% sequentially supported by"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946978296043913233) 2025-07-20 16:59:33 UTC 4486 followers, XXX engagements "15/20 Financial health: negative net debt robust cash reserves and strong FCF mean $NOW can weather downturns and seize opportunities. Debtfree balance sheet also reduces risk as rates remain elevated"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948875390430109892) 2025-07-25 22:37:56 UTC 4486 followers, XX engagements "11/20 Regulatory credits sales were $439M more than halving from last year as competitors EV launches reduce their need to buy credits. This highmargin revenue stream is increasingly less meaningful. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948835960948752433) 2025-07-25 20:01:15 UTC 4486 followers, XX engagements "2/20 Revenue: Total $14.4B (+0.4% YoY). Passenger $13.1B (-0.6%) cargo $211M (+8.2%) other $1.06B (+13%). Premium cabins & loyalty drove growth while domestic leisure weakness weighed on unit revenue. #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948829192256114953) 2025-07-25 19:34:21 UTC 4481 followers, XX engagements "$JNJ Johnson & Johnson Earnings Call Key Highlights: 📈 Strong Quarterly Performance and Upward Guidance Revisions Johnson & Johnson delivered Q2 2025 worldwide sales of $XXXX billion reflecting operational growth of XXX% despite a XXX basis point headwind from STELARA loss of exclusivity. Adjusted EPS reached $XXXX down XXX% YoY impacted by increased debt from the Intra-Cellular acquisition and gross profit pressure from biosimilar erosion. Based on robust business momentum full-year 2025 guidance was raised by $X billion in sales and $XXXX in adjusted EPS now expected in the range of $10.80"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946322481700131045) 2025-07-18 21:33:35 UTC 4482 followers, XXX engagements "$TSM Taiwan Semiconductor Manufacturing Company Limited Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance Q2 revenue rose XXXX% QoQ in USD terms to $XXXX billion exceeding prior guidance driven by strong demand for 3nm and 5nm technologies despite FX headwinds. Gross margin declined slightly by XXX percentage points to XXXX% impacted by foreign exchange losses and initial dilution from overseas fabs. Operating margin improved to XXXX% aided by operating leverage while EPS grew XXXX% YoY to TWD XXXXX. Return on equity was 34.8%. TSMC ended Q2 with TWD XXX trillion"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946014853803434225) 2025-07-18 01:11:11 UTC 4486 followers, XXX engagements "📱 $TMUS Q2'25: Record postpaid phone net adds; total postpaid net adds up double digits 💥 Postpaid service revenue +9%; total service revenue +6% vs competitors Adjusted core EBITDA +6% & free cash flow $4.6B"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948867328990470388) 2025-07-25 22:05:54 UTC 4486 followers, XXX engagements "3/20 Unit revenue declined: Yield XXXXX (-1.5%) load factor XXXX% (-1.9 pts) TRASM XXXXX (-2.7%). Domestic unit revenue -X% but international long-haul improved. #AAL #airtravel"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948829417679024160) 2025-07-25 19:35:15 UTC 4484 followers, XX engagements "$CMA Comerica Incorporated Earnings Call Key Highlights: (2/2) 📉 Expense Discipline and Revised Guidance Noninterest expenses fell $XX million quarter-over-quarter due to lower litigation costs and seasonal declines in compensation. Expense tailwinds included one-time benefits such as litigation recoveries asset sales and state tax recoveries; partially offset by modest increases in processing and advertising. FY2025 noninterest expense growth guidance was revised downward to X% from prior estimates reflecting strong YTD performance and tighter cost controls. Third quarter expenses expected"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946973506375426220) 2025-07-20 16:40:31 UTC 4487 followers, XXX engagements "5/20 Profitability: Operating income $1.14B (-18% YoY). Pretax profit $838M (-18.5%). Net income $599M (-16.4%) diluted EPS $XXXX vs $XXXX. Margins compressed by wage inflation and weaker domestic yields. #earnings #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948830943117967691) 2025-07-25 19:41:19 UTC 4484 followers, XX engagements "19/20 Peer comparison: Compared to Delta & United AA has higher leverage and lower margins but a robust loyalty program and coastal hubs. Execution on cost control and premium strategy will determine relative performance. #peers #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831913038266754) 2025-07-25 19:45:10 UTC 4484 followers, XX engagements "$WAL Western Alliance Bancorporation Earnings Call Key Highlights: (2/2) 📉 Allowance for Credit Losses and Reserve Adequacy Allowance for credit losses (ACL) on funded loans rose $X million to $XXX million maintaining a coverage ratio of 0.78%. Management emphasized confidence in reserve adequacy highlighting the conservative real estate valuations and structural loan protections. Adjusted ACL coverage using normalized industry loan mix would exceed X% reflecting strong collateral and underwriting standards. Despite OREO increase reserve adequacy affirmed as assets were marked conservatively"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946975924680859868) 2025-07-20 16:50:08 UTC 4484 followers, XXX engagements "$BHF Brighthouse Financial Inc. Earnings Call Key Highlights: Capital Return and Share Repurchases: Brighthouse Financial continued its commitment to returning capital to shareholders repurchasing $XXX million of its common stock in 2023 reducing shares outstanding by approximately 7%. A new share repurchase authorization of up to an additional $XXX million was announced in November. Sales Performance and Product Enhancements: The company achieved strong sales results in 2023 with total annuity sales of $XXXX billion and total life insurance sales of $XXX million both exceeding targets."  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1759381807852589547) 2024-02-19 00:58:05 UTC 4482 followers, XXX engagements "$NXPI NXP Semiconductors N.V. Earnings Call Key Highlights: (2/2) 📈 Q3 2025 Guidance and Segment Outlook Q3 revenue expected at $XXXX billion down X% YoY but up X% sequentially reflecting improving seasonal trends and cyclical momentum. Segment outlook at midpoint: Automotive flat YoY up mid-single digits QoQ; Industrial & IoT up mid-single digits YoY up high-single digits QoQ; Mobile up low single digits YoY up mid-20% QoQ; Communications & Other down upper XX% YoY flat QoQ. Non-GAAP gross margin expected at XX% XX bps; OpEx guided at $XXX million $XX million approximately XX% of revenue"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947995205086396748) 2025-07-23 12:20:23 UTC 4486 followers, XXX engagements "1/20 🛫 American Airlines just dropped its Q2 2025 earnings: record revenue but softer margins. Let's unpack the P&L cash flows balance sheet & outlook. 🤝🧐👋"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948829092658168305) 2025-07-25 19:33:57 UTC 4486 followers, XXX engagements "$CHTR Charter Communications Inc. Earnings Call Key Highlights: (1/2) 📶 Mobile Growth Momentum Charter added 500000 Spectrum Mobile lines in Q2 2025 and XXX million over the past XX months representing a nearly XX% year-over-year increase. The company credited its success to seamless connectivity best-in-class pricing and superior speeds with growth primarily from Unlimited Plus plans offering higher ARPU. Mobile EBITDA less CapEx turned positive again even after factoring in device financing supporting overall free cash flow growth. Charter also finalized a long-term MVNO agreement with"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948775247328825623) 2025-07-25 16:00:00 UTC 4488 followers, XXX engagements "7/20 For Q2 $NOW guides subscription revenue $3.03B$3.035B (+1919.5% YoY) and current RPO growth 19.5%. They expect a XX% nonGAAP operating margin. Solid momentum even as macro headwinds persist"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948874962388811884) 2025-07-25 22:36:14 UTC 4482 followers, XX engagements "$CMG Chipotle Mexican Grill Inc. Earnings Call Key Highlights: (1/2) 📉 Soft Quarter Despite Long-Term Optimism Q2 2025 sales rose X% year-over-year to $XXX billion despite a negative X% comp driven by a weaker May performance; digital sales accounted for XXXX% of the total. Restaurant-level margin contracted by XXX basis points YoY to XXXX% and adjusted diluted EPS declined X% to $XXXX. Despite June and July returning to positive comp and transaction growth the company now expects FY25 comps to be approximately flat citing macroeconomic uncertainty. Management reaffirmed confidence in the"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948154781396029659) 2025-07-23 22:54:29 UTC 4482 followers, XXX engagements "$CTAS Cintas Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly and Full-Year Financial Performance Q4 FY2025 revenue grew X% YoY to $XXXX billion with organic growth of X% driven by strong execution across all business segments. Full-year FY2025 revenue reached a record $XXXXX billion an increase of XXX% with X% organic growth and robust profitability across segments. Operating margin for the full year hit an all-time high of XXXX% up from XXXX% in FY2024 supported by continued cost discipline and efficiency gains. Diluted EPS for Q4 rose X% YoY to $1.09; full-year diluted EPS"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946329765700317301) 2025-07-18 22:02:31 UTC 4483 followers, XXX engagements "6/20 Cash & liquidity: Free cash flow $2.5B in H1; operating cash flow $3.4B; capex $1.3B. Cash & short-term investments $8.6B with total liquidity $12B. Solid runway for fleet & debt commitments. #cashflow #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831027163546033) 2025-07-25 19:41:39 UTC 4484 followers, XX engagements "4/20 Cost of revenues was $18.6B down 11%. Automotive cost $13.8B; energy $1.94B; services $2.88B. Gross profit contracted to $3.88B (17.2% margin vs XX% last year) as price cuts outweighed cost savings. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948834966835789839) 2025-07-25 19:57:18 UTC 4486 followers, XX engagements "8/20 Net income rose XX % to $XXXX B and diluted EPS climbed XX % to $XXXX. Alphabet returned cash via buybacks and ended the quarter with a fortress balance sheet ($100 B+ in cash & marketable securities). $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837942874587477) 2025-07-25 20:09:07 UTC 4486 followers, XX engagements "$SLM SLM Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Reported GAAP diluted EPS of $XXXX for Q2 2025. Loan originations were $XXX million flat year-over-year but slightly below internal expectations reflecting typical seasonal lows and external school-related disruptions. Net interest income rose to $XXX million a $X million YoY increase. Net interest margin (NIM) reached XXXX% up X basis points sequentially supported by favorable asset mix and higher average balances. Noninterest expenses were $XXX million aligning with expectations and up from $159"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948721867050647589) 2025-07-25 12:27:53 UTC 4483 followers, XXX engagements "$BSVN Bank7 Corp. Earnings Call Key Highlights: 💵 Record Core Earnings and Profitability Bank7 reported one of its best quarters ever driven by robust loan and deposit growth stable NIM performance and disciplined expense control. Net interest margin remained at the high end of historical ranges supported by the banks balanced asset-liability strategy and use of loan floors. Efficiency ratio remained low in the 36%38% range underscoring strong operating leverage and cost discipline. Asset quality remained solid with continued low nonperforming assets and minimal charge-offs reflecting strong"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946982912173191572) 2025-07-20 17:17:54 UTC 4486 followers, XXX engagements "$CMA Comerica Incorporated Earnings Call Key Highlights: (1/2) 💰 Earnings Growth and Shareholder Returns Reported Q2 2025 earnings per share of $XXXX marking a XX% increase over the prior quarter driven by favorable loan trends fee income and expense controls. Returned $XXX million to shareholders via dividends and share repurchases while maintaining strong capitalization with CET1 at XXXXX% well above the XX% strategic target. Tax expense declined during the quarter due to discrete tax items supporting net income growth despite flat net interest income. Strong efficiency improvement with a"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946973404986593769) 2025-07-20 16:40:07 UTC 4482 followers, XXX engagements "$VZ Verizon Communications Inc. Earnings Call Key Highlights: 📶 Wireless Service Revenue and Growth Trajectory Verizon reported wireless service revenue of $XXXX billion in Q2 2025 reflecting a XXX% year-over-year increase and positioning the company at the top of the market. Consumer ARPU grew XXX% YoY driven by pricing actions increased fixed wireless access (FWA) adoption and revenue from adjacent services like perks. Wireless equipment revenue surged over XX% contributing to consolidated revenue of $XXXX billion a XXX% YoY increase. Verizon reiterated its disciplined strategy of pursuing"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947401911394586972) 2025-07-21 21:02:51 UTC 4486 followers, XXX engagements "$PNC The PNC Financial Services Group Inc. Earnings Call Key Highlights: 💰 Financial Performance and Capital Return PNC reported net income of $XXX billion for Q2 2025 or $XXXX per diluted share with XX% year-over-year PPNR growth and strong operating leverage. Total revenue increased X% sequentially while noninterest expense remained stable resulting in X% positive operating leverage. The bank returned $X billion in capital to shareholders during the quarter including $XXX million in common dividends and $XXX million in share repurchases. The Board approved a X% dividend increase raising"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946324435050356938) 2025-07-18 21:41:20 UTC 4485 followers, XXX engagements "Valero Q225: net income $714M ($2.28/sh) vs $880M yr-ago; refining op income $1.3B; throughput 2.9M bpd. Renewable diesel segment lost $79M; ethanol op income $54M. Returned $695M via dividends & buybacks. Net cash from ops $936M; capex $407M; dividend $1.13/sh"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948834759259684909) 2025-07-25 19:56:28 UTC 4486 followers, XXX engagements "$BX Blackstone Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance and Earnings Growth Distributable earnings reached $XXX billion for Q2 2025 a XX% increase year-over-year or $XXXX per common share alongside a declared dividend of $XXXX per share. Fee-related earnings rose XX% year-over-year to $XXX billion reflecting robust expansion across key business segments and sustained margin strength. Total assets under management (AUM) increased XX% year-over-year to a record $XXX trillion with fee-earning AUM up XX% to $XXX billion. Total fee revenues rose XX% year-over-year to $2.5"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948513472892792901) 2025-07-24 22:39:48 UTC 4486 followers, XXX engagements "$RTX RTX Corporation Earnings Call Key Highlights: (2/2) ✈ Segment Results: Collins Aerospace Collins posted Q2 sales of $XXX billion up X% organically with strong performance in commercial aftermarket (+13%) and defense (+11%); OE sales rose 1%. Aftermarket strength driven by XX% growth in mods and upgrades XX% in parts/repair and X% in provisioning; defense growth led by F-35 and SAOC programs. Adjusted operating profit rose $XXX million YoY to $XXX billion supported by favorable mix and R&D reductions despite tariff headwinds. Full-year outlook raised to high single-digit organic growth"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948004091151425876) 2025-07-23 12:55:42 UTC 4486 followers, XXX engagements "$HELE Helen of Troy Ltd Earnings Release ❌ Big Miss on Earnings: Q1 FY26 adjusted EPS of $XXXX missed both the consensus ($0.91) and Whisper number ($0.89) a XXXX% downside surprise 😬 📉 Revenue Drop: Net sales fell XXXX% YoY to $371.7M driven by XX% decline in organic sales and ongoing consumer softness especially in Beauty & Wellness 💣 Massive Impairment: GAAP net loss of $450.7M (or -$19.65/share) due to $414.4M in non-cash impairment charges across both segments 🔻 Margins Compressed: Adjusted operating margin fell to XXX% from XXXX% YoY; adjusted EBITDA margin dropped to XXX% from"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943279760504693064) 2025-07-10 12:02:53 UTC 4483 followers, XXX engagements "$SLB Schlumberger Limited Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Second quarter 2025 revenue rose X% sequentially to $XXX billion led by X% international growth; pretax segment operating margins expanded XX basis points to 18.5%. Adjusted EPS was $XXXX up $XXXX from Q1 but down $XXXX year-over-year; adjusted EBITDA margin reached XX% increasing XX basis points sequentially. Margins improved across X of X divisions led by Digital & Integration which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970202593182093) 2025-07-20 16:27:23 UTC 4482 followers, XXX engagements "$NVS Novartis AG Earnings Call Key Highlights: (1/2) 🌍 Strong Financial Performance Novartis reported XX% sales growth in constant currency and XX% growth in core operating income for Q2 2025. The core operating margin improved by XXX basis points to XXXX% and core EPS rose XX% to $XXXX. Free cash flow reached $XXX billion in Q2 a XX% increase YoY; H1 free cash flow totaled nearly $XX billion. Upgraded full-year 2025 core operating income guidance to low teens growth driven by robust brand performance and operational efficiencies. 📈 Kisqali's Accelerated Momentum Kisqali sales surged 64%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946978900954992734) 2025-07-20 17:01:57 UTC 4481 followers, XXX engagements "$FITB Fifth Third Bancorp Earnings Call Key Highlights: (2/2) 🧾 Expense Management and Efficiency Initiatives Adjusted noninterest expense declined X% sequentially and rose X% YoY; excluding deferred comp adjustments expenses were up X% YoY. Ongoing cost discipline includes continued investment in technology branch builds and sales talent offset by efficiency programs. Value stream optimization and enhanced marketing capabilities are improving customer acquisition and deposit growth efficiency. Full-year adjusted noninterest expense is projected to rise X% to XXX% reflecting controlled"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946978331871576130) 2025-07-20 16:59:42 UTC 4484 followers, XXX engagements "$CLF Cleveland-Cliffs Inc. Earnings Call Key Highlights: (1/2) 📈 Q2 Financial Performance and Operational Efficiency Adjusted EBITDA improved by $XXX million sequentially driven by higher shipment volumes cost reductions and stronger pricing. Shipments reached XXX million tons up 150000 tons from Q1 enabling improved mill utilization and operational efficiency. Average selling price increased $XX per ton quarter-over-quarter to $1015 largely due to better index pricing offset partially by weaker slab and plate prices. Unit costs decreased $XX per ton in Q2 outperforming expectations with"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947458197926695180) 2025-07-22 00:46:31 UTC 4483 followers, XXX engagements "Nasdaq Q225: net revenue $1.3B +13% y/y (organic +12%); solutions revenue +10%; ARR +10% to $2.9B. GAAP EPS $XXXX (+103%) nonGAAP EPS $XXXX (+24%). Returned $155M via dividends & repurchased $100M; repaid $400M debt"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948832334754504931) 2025-07-25 19:46:50 UTC 4483 followers, XXX engagements "$FNB F.N.B. Corporation Earnings Call Key Highlights: (2/2) 📉 Asset Quality and Risk Management Total delinquency improved to XX basis points down XX bps QoQ while NPLs and OREO fell to XX basis points. Net charge-offs were XX bps for the quarter and XX bps YTD; criticized loans declined XXX% sequentially led by a XX% drop in classified loans. Funded provision expense of $XXXX million supported portfolio growth and risk mitigation; funded reserve increased to $XXX million or XXXX% of loans. NPL coverage ratio rose sharply to XXX% reflecting improved reserve adequacy and conservative CRE"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976298225574268) 2025-07-20 16:51:37 UTC 4483 followers, XXX engagements "$HELE Helen of Troy Limited Earnings Call Key Highlights: 📉 Q1 FY26 Financial Results and Tariff Impact Net sales declined XXXX% year-over-year with approximately X percentage points of the decline attributed to tariff-related disruptions including direct import cancellations pull-forward activity and China market softness. Gross margin contracted XXX bps to XXXX% due to trade down behavior increased trade spend and a less favorable brand mix partially offset by lower commodity and product costs. Adjusted operating margin fell XXX bps to XXX% pressured by incremental growth investments"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1943714884702593272) 2025-07-11 16:51:55 UTC 4483 followers, XXX engagements "1/20 🚗 Tesla's Q2 2025 results underscore a transitional phase: revenue down margins squeezed and free cash flow light as the EV pioneer invests heavily in AI & robotaxi ambitions. Let's unpack the numbers. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948834044487344296) 2025-07-25 19:53:38 UTC 4486 followers, XXX engagements "20/20 Conclusion: AAs Q2 results show a tale of two worldsresilient premium & loyalty income vs soft domestic leisure. With high leverage execution on cost control and premium strategy is critical. Worth watching as a turnaround play. #conclusion #AAL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948831982521119034) 2025-07-25 19:45:26 UTC 4486 followers, XXX engagements "$STM STMicroelectronics N.V. Earnings Call Key Highlights: 💰 Q2 2025 Financial Results and Profitability Trends Q2 revenue reached $XXXX billion exceeding the midpoint of guidance by $XX million with strong contributions from Personal Electronics and Industrial offsetting slight weakness in Automotive. Gross margin stood at XXXX% in line with guidance but declined XXX basis points year-over-year due to unfavorable product mix reduced manufacturing efficiency and higher unused capacity charges. Adjusted operating margin was XXX% excluding $XXX million in nonrecurring charges related to"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948516200901652665) 2025-07-24 22:50:38 UTC 4482 followers, XXX engagements "💼 $RJF Q3'25: Net revenues $3.4B Net income $435M; EPS $XXXX Adjusted EPS $2.19; pretax margin XXXX% PCG assets under administration record $1.57T; net new assets $11.7B (3.4% annualized) 📈"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948879561778712606) 2025-07-25 22:54:30 UTC 4484 followers, XXX engagements "13/20 Google Play hardware (Pixel Nest) and other subscription services grew XX % to $XXXX B underscoring the diversification of revenue beyond ads. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948838272018629024) 2025-07-25 20:10:26 UTC 4488 followers, XX engagements "$ELV Elevance Health Inc. Earnings Call Key Highlights: 📉 Full-Year Guidance Revision Elevance reduced its FY2025 adjusted EPS guidance to approximately $XX reflecting persistent elevated medical cost trends in ACA and slower-than-expected rate recovery in Medicaid. Management emphasized that this guidance reset does not anticipate a near-term recovery but rather incorporates prevailing conditions with a focus on transparency and execution. The decision follows similar adjustments by industry peers driven by elevated morbidity in ACA markets and increased utilization in Medicaid. Despite the"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946983239454720280) 2025-07-20 17:19:12 UTC 4484 followers, XXX engagements "$CFG Citizens Financial Group Inc. Earnings Call Key Highlights: 🌟 Strong Quarterly Financial Performance Citizens reported second-quarter 2025 EPS of $XXXX a XX% increase from Q1 exceeding expectations amid macroeconomic uncertainty. Net interest income (NII) rose XXX% sequentially driven by a X basis point net interest margin (NIM) expansion to XXXX% and modest growth in interest-earning assets. Fee income increased XX% quarter-over-quarter led by strength in wealth management card and mortgage services. Operating expenses remained broadly stable supporting XXX basis points of operating"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946980681965613525) 2025-07-20 17:09:02 UTC 4486 followers, XXX engagements "$ALV Autoliv Inc. Earnings Call Key Highlights: (1/2) 🚗 Record Sales and Earnings Performance Achieved highest second-quarter net sales in company history at over $XXX billion representing a X% year-over-year increase driven by strong outperformance across several regions. Adjusted operating income rose to $XXX million up XX% from $XXX million last year and adjusted operating margin improved by XX basis points to 9.3%. Record Q2 diluted EPS; earnings per share growth over the past five years has more than tripled supported by net profit expansion and share count reduction. Strong cash flow"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946972932967735483) 2025-07-20 16:38:14 UTC 4482 followers, XXX engagements "6/20 $NOW raised FY25 guidance: subscription revenue $12.64B$12.68B (+18.519% YoY) subscription gross margin XXXX% and free cash flow margin 32%. Sustained midteens growth with high cash generation underscores the business model"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948874923105018354) 2025-07-25 22:36:04 UTC 4486 followers, XX engagements "8/20 Management continues to push innovation: generative AI and platform offerings like Now Assist drive customer adoption. With XX net new ACV deals $1M and X $5M $NOW is winning larger enterprise contracts"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948875007787999673) 2025-07-25 22:36:24 UTC 4488 followers, XX engagements "$MDAY Ltd. Earnings Call Key Highlights: Company Overview and Recent Events: acknowledged the recent tragic events in Israel noting minimal impact on global operations and confidence in meeting business and financial targets. Israel contributes a low single-digit percentage to total ARR with about X% of the workforce called for reserve duty. Global employees and distributed data servers across North America Europe and Australia ensure smooth operations. Financial Performance: The company reported strong growth with a record non-GAAP operating margin of XX% and a free cash flow margin of 34%"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1724185561265508665) 2023-11-13 22:00:46 UTC 4483 followers, XXX engagements "2/20 Revenue fell XX% YoY to $22.5B. Automotive revenue $16.7B (16%) due to price cuts & volume declines; energy generation & storage $2.79B (7%); services & other $3.05B (+17%). Regulatory credits shrank to $439M (51%). $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948834635431247964) 2025-07-25 19:55:59 UTC 4486 followers, XX engagements "1/20 📱 Alphabet delivered a standout Q2 2025: revenue up XX % to $XXXX B operating income up XX % net income up XX %. AIdriven momentum across Search YouTube Cloud and subscriptions powered the quarter. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948837434810400795) 2025-07-25 20:07:06 UTC 4486 followers, XXX engagements "$NXPI NXP Semiconductors N.V. Earnings Call Key Highlights: (1/2) 📉 Q2 Financial Performance Overview NXP reported Q2 2025 revenue of $XXXX billion down X% YoY but $XX million above guidance midpoint reflecting better-than-expected end-market demand. Non-GAAP gross margin was XXXX% a decline of XXX basis points YoY but XX basis points above midpoint guidance aided by favorable manufacturing costs and higher revenue. Non-GAAP operating margin was XX% down XXX basis points YoY but XX basis points above expectations; operating expenses decreased $XX million YoY to $XXX million. Non-GAAP EPS was"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1947995118855651416) 2025-07-23 12:20:02 UTC 4486 followers, XXX engagements "$SNA Snap-on Incorporated Earnings Call Key Highlights: 📈 Quarterly Financial Performance Q2 2025 net sales were $XXXXXX billion flat year-over-year with a XXX% organic sales decline offset by $XXX million in favorable currency translation. Operating income before financial services was $XXXXX million down XXX% impacted by the absence of a $XXXX million nonrecurring legal gain recorded in Q2 2024. EPS declined to $XXXX from $XXXX with $XXXX in headwinds related to pension amortization and the prior year legal gain. Gross margin remained strong at XXXX% down just XX bps despite XX bps in"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946982617422713335) 2025-07-20 17:16:43 UTC 4483 followers, XXX engagements "16/20 Risks: relentless competition and price wars delays in new models (Cybertruck ramp still slow) uncertain timing of FSD/robotaxi commercialization and geopolitical trade tensions weigh on sentiment. $TSLA"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948836669911871627) 2025-07-25 20:04:04 UTC 4486 followers, XX engagements "$FNB F.N.B. Corporation Earnings Call Key Highlights: (1/2) 💰 Strong Financial Performance and Capital Generation Reported net income available to common shareholders of $XXXXX million or $XXXX per share driven by record total revenue of $XXX million a XXX% increase quarter-over-quarter. Pre-provision net revenue rose XX% sequentially to $XXX million reflecting significant margin expansion and revenue growth. Capital levels reached record highs with CET1 at XXXX% tangible common equity at XXX% and tangible book value per share of $XXXXX up XX% year-over-year. The company repurchased 725000"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946976257041637747) 2025-07-20 16:51:27 UTC 4483 followers, XXX engagements "$PHM PulteGroup Inc. Earnings Call Key Highlights: (1/2) 🏘 Q2 2025 Financial Performance and Margins PulteGroup delivered home sale revenues of $XXX billion down X% YoY with closings down X% to 7639 homes; however average selling price increased X% to $559000. Reported gross margin for the quarter was XXXX% at the high end of guidance benefiting from favorable product and geographic mix despite higher incentives. Net income totaled $XXX million or $XXXX per share down from $XXXX in Q2 2024 which included a $XXXX benefit from insurance and tax resolutions. SG&A expenses were $XXX million or"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948004936404361563) 2025-07-23 12:59:03 UTC 4486 followers, XXX engagements "$CCI Crown Castle Inc. Earnings Call Key Highlights: 📈 Strong Q2 Results and Upgraded 2025 Guidance Crown Castle raised its full-year 2025 outlook reflecting improved operating efficiency and stronger-than-expected leasing and services activity. Q2 organic tower growth reached XXX% YoY (excluding Sprint churn) driven by higher leasing from all major wireless customers across its footprint. Adjusted EBITDA rose by $XX million and AFFO by $XX million versus prior guidance helped by $X million in services growth and a $XX million YoY SG&A reduction. Despite a $XX million headwind from Sprint"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948158436492865970) 2025-07-23 23:09:00 UTC 4482 followers, XXX engagements "$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (1/2) 💰 Strong Core Operating Performance Huntington reported robust loan and deposit growth with each category increasing by nearly $XX billion year-over-year underscoring the strength of the core franchise. Adjusted EPS rose XX% from the prior year excluding securities repositioning and a notable item; reported EPS was $XXXX. Return on tangible common equity (ROTCE) reached XXXX% and on an adjusted basis XXXX% supported by tangible book value growth of XX% year-over-year. Positive operating leverage was achieved"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946970734653243407) 2025-07-20 16:29:30 UTC 4486 followers, XXX engagements "$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (1/2) 📉 Q2 2025 Financial Performance and Charges Lockheed Martin reported Q2 sales of $XXXX billion flat YoY with solid growth in MFC and Aeronautics offset by major charges at RMS and Aeronautics. The company recorded $XXX billion in total losses including $XXX billion in segment operating charges across three legacy programs and a tax-related reserve. GAAP EPS was $XXXX down sharply due to charges; excluding one-time items EPS was reduced by $XXXX. Free cash flow was negative $XXX million impacted by the delayed F-35 Lot 1819"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948003413377065431) 2025-07-23 12:53:00 UTC 4488 followers, XXX engagements "20/20 Conclusion: Q2 highlighted Alphabets ability to marry AI innovation with financial discipline. With diversified growth engines and strong balance sheet it remains a core longterm holdingthough regulatory risks persist. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948838998971220360) 2025-07-25 20:13:19 UTC 4486 followers, XXX engagements "$MMC Marsh & McLennan Companies Inc. Earnings Call Key Highlights: 📊 Robust Revenue and Earnings Growth Marsh & McLennan delivered strong Q2 2025 performance with consolidated revenue rising XX% to $XXX billion and underlying growth of 4%. Adjusted operating income increased XX% year-over-year to $XXX billion and adjusted EPS rose XX% to $XXXX. Operating margin improved by XX basis points to XXXX% and the company continues to expect mid-single-digit revenue growth for full-year 2025. A XX% increase in the quarterly dividend to $XXXX was announced and $XXX million in share repurchases were"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1946982221530759274) 2025-07-20 17:15:09 UTC 4484 followers, XXX engagements "11/20 Google Search & other delivered doubledigit growth aided by AI Overviews & Gemini models integrated into results. New generative features drive engagement and advertiser demand. $GOOGL"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948838147451666941) 2025-07-25 20:09:56 UTC 4484 followers, XX engagements "$INTC Intel Corporation Earnings Call Key Highlights: 🏢 Organizational Restructuring and Cultural Overhaul CEO Lip-Bu Tan completed a comprehensive review of every function reporting to the CEO targeting inefficiencies redundancies and excessive management layersreducing layers by XX% to build a more agile organization. Intel reduced headcount toward its 2025 target of 75000 employees and is instituting a return-to-office policy beginning in September 2025. The restructuring aims not only at lowering OpEx but also enhancing collaboration improving execution and creating a more dynamic and"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948514455450775745) 2025-07-24 22:43:42 UTC 4482 followers, XXX engagements "CNX Resources Q225: operating EPS $XXXX (beat consensus); revenue $450M (+30% y/y); avg selling price $2.68/Mcfe; production XXXXX Bcfe. Repurchased 3.7M shares; FCF $188M. Guides FY25 capex $450500M production 615620 Bcfe & FCF $575M"  [@LongYield](/creator/x/LongYield) on [X](/post/tweet/1948833131219370254) 2025-07-25 19:50:00 UTC 4486 followers, XXX engagements
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@LongYield
"$CTAS Cintas Corporation Earnings Call Key Highlights: (2/2) 🔧 Sales Strategy and Customer Retention Sales cycle and customer sentiment remain stable; new business wins driven by the companys value proposition not macro or pricing pressures. Retention rates remain near all-time highs with stable ad stops; pricing trends aligned with historical levels with no material change in customer behavior. Cintas' differentiated service model includes converting no programmers (self-managed uniforms) to rental services and expanding cross-selling within long-standing customer accounts. Example"
@LongYield on X 2025-07-18 22:02:43 UTC 4483 followers, XXX engagements
"$PEP PepsiCo Inc. Earnings Call Key Highlights: 💼 Productivity Acceleration and Cost Structure Optimization PepsiCo plans a XX% increase in productivity savings in H2 2025 versus H1 with initiatives targeting both Frito-Lay North America (FLNA) and PepsiCo Beverages North America (PBNA). Productivity levers include plant closures line rationalizations workforce rightsizing procurement savings and efficiency from ERP investments. Long-term productivity is also supported by the North America business integration where dual $30B operations are expected to unlock synergies in logistics sales and" @LongYield on X 2025-07-18 21:31:04 UTC 4486 followers, XXX engagements
"$GOOGL Alphabet Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance Across Core Businesses Alphabet reported Q2 2025 consolidated revenue of $XXXX billion up XX% YoY (13% in constant currency) led by double-digit growth in Search YouTube subscriptions devices and Google Cloud. Operating income rose XX% to $XXXX billion while net income climbed XX% to $XXXX billion; EPS reached $XXXX a XX% increase. Operating margin was XXXX% benefiting from strong revenue growth and expense efficiency partially offset by a $XXX billion legal charge. Free cash flow for the quarter was $5.3" @LongYield on X 2025-07-23 22:55:37 UTC 4484 followers, XXX engagements
"$MAN ManpowerGroup Inc. Earnings Call Key Highlights: 📉 Financial Performance and Revenue Trends System-wide revenue totaled $XXX billion while reported revenue stood at $XXX billion down X% YoY in constant currency. Adjusted EBITDA was $XX million representing a XX% decrease YoY. Adjusted EPS was $XXXX down XX% YoY in constant currency though $XXXX above the guidance midpoint. Reported EPS was a loss of $XXXX due to $XXXX in restructuring and $XXXX in impairment charges. Gross profit margin came in at XXXX% with a XX basis point negative impact from staffing mix shifts toward enterprise" @LongYield on X 2025-07-20 17:13:41 UTC 4482 followers, XXX engagements
"🚖 Teslas Robotaxi Rollout: Bay Area Launch This Weekend 🔹 Tesla ( $TSLA) may launch robotaxi service in San Francisco as early as this weekend per Business Insider 🔹 Select Tesla owners will get invites to try the service 🔹 Geofenced coverage spans SF Marin East Bay & down to San Jose 🔹 Comes after earlier test run in Austin TX 🔹 Regulatory approval still pending in California raising hurdles 🔹 Musk aims to shift focus to autonomy amid falling EV sales" @LongYield on X 2025-07-25 12:47:15 UTC 4482 followers, XXX engagements
"$INFY Infosys Limited Earnings Call Key Highlights: 📈 Q1 FY26 Revenue Growth and Deal Momentum Infosys reported Q1 FY26 revenue growth of XXX% QoQ and XXX% YoY in constant currency terms with broad-based performance across key verticals and geographies. Europe grew XXXX% YoY significantly outpacing the company average while North America grew XXX% sequentially reflecting steady demand despite macro uncertainties. Large deal total contract value (TCV) stood at $XXX billion with XX% net new spanning XX deals across verticals such as communications financial services manufacturing EURS and" @LongYield on X 2025-07-23 23:02:25 UTC 4483 followers, XXX engagements
"🏥 $MOH Q2'25: Premium revenue $10.9B; consolidated MCR XXXX% Adjusted EPS $5.48; pretax margin XXX% Medicaid MCR 91.3%; marketplace MCR 85.4%" @LongYield on X 2025-07-25 22:02:58 UTC 4487 followers, XXX engagements
"$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (2/2) 🏦 Deposit Franchise Strength and Pricing Discipline Average deposits increased $XXX billion (1.1%) sequentially supported by X% and X% growth in consumer and business primary bank relationships respectively. Interest-bearing deposit costs declined X basis points sequentially highlighting strong pricing discipline even amid solid loan growth. Noninterest-bearing deposits declined modestly but total checking balances and lower-cost deposit categories remained stable. Liquidity coverage remains strong with 2x coverage" @LongYield on X 2025-07-20 16:29:46 UTC 4486 followers, XXX engagements
"$IIIN Insteel Industries Inc. Earnings Call Key Highlights: 📈 Strong Earnings and Margin Expansion Q3 FY2025 net earnings rose to $XXXX million or $XXXX per share more than doubling from $XXX million or $XXXX per share in the prior year period. Adjusted EPS was $XXXX excluding $843000 in restructuring charges tied to welded wire manufacturing consolidation. Gross margin expanded by XXX basis points year-over-year to XXXX% driven by higher selling prices and favorable raw material spreads. Gross profit increased $XXXX million YoY to $XXXX million as price increases outpaced wire rod cost" @LongYield on X 2025-07-20 17:20:23 UTC 4482 followers, XXX engagements
"12/20 Tesla continues to cut prices across its lineup to defend market share compressing automotive gross margins. Q2 automotive gross margin (ex credits) was XXXX% still industry leading but far below prior highs. $TSLA" @LongYield on X 2025-07-25 20:01:47 UTC 4486 followers, XX engagements
"17/20 Opportunities: scaling energy storage monetizing Supercharger access licensing FSD & charging tech and eventually launching a massmarket robotaxi platform could unlock highmargin recurring revenue. $TSLA" @LongYield on X 2025-07-25 20:05:13 UTC 4484 followers, XX engagements
"4/20 $NOW ended Q1 with $10.9B of cash & investments and no net debt. A hefty war chest to fund innovation and M&A. Management also authorized a $7.5B share repurchase program buying back stock to offset dilution and signal confidence" @LongYield on X 2025-07-25 22:35:34 UTC 4482 followers, XX engagements
"Flex Q1'26 (Jun XX '25): Net sales $6.6B; GAAP op income $311M adj op income $395M; GAAP net income $192M adj net income $274M; GAAP EPS $XXXX adj EPS $XXXX. CEO notes strong start high-growth markets regionalized footprint & integrated services; FY'26 guidance raised" @LongYield on X 2025-07-25 19:16:42 UTC 4486 followers, XXX engagements
"$ABT Abbott Laboratories Earnings Call Key Highlights: (2/2) ⚡ Medical Devices: Electrophysiology (EP) EP delivered another quarter of double-digit growth supported by ongoing U.S. strength and early international rollout of Volt PFA catheter. Volts design enables real-time contact visualization and reduced procedure times positioning it competitively against existing balloon-based systems. Initial market introduction is focused and selective leveraging trial site familiarity to drive feedback and procedural confidence. Broader launch and scaling anticipated with Volt expected to bolster EP" @LongYield on X 2025-07-18 22:04:05 UTC 4484 followers, XXX engagements
"$NOC Northrop Grumman Corporation Earnings Call Key Highlights: (1/2) 📊 Strong Q2 2025 Financial Results and Outlook Q2 revenue rose to $XXXX billion up X% YoY and X% sequentially with growth across all segments; organic sales grew X% YoY excluding the training services divestiture. Segment operating income increased XX% YoY to $XXXX billion with operating margin expanding XXX bps to XXXX% driven by strong performance at Defense and Mission Systems. Diluted EPS was $XXXX up XX% YoY aided by $XXXX from segment performance and a $XXXX gain from the divested training business. Full-year" @LongYield on X 2025-07-23 13:22:15 UTC 4486 followers, XXX engagements
"$ALLY Ally Financial Inc. Earnings Call Key Highlights: 💼 Executive Vision and Strategic Focus CEO Michael Rhodes emphasized organizational focus cultural strength and simplification as central to delivering shareholder value. The company has solidified leadership sharpened its brand strategy and reinforced its commitment to core businesses: Dealer Financial Services Corporate Finance and Deposits. A multiyear partnership with the WNBA underscores Allys brand momentum and alignment with social trends. Ally aims to remain disciplined in capital allocation with a long-term goal of delivering" @LongYield on X 2025-04-21 13:26:51 UTC 4487 followers, XXX engagements
"$RYAAY Ryanair Holdings plc Earnings Call Key Highlights: (1/2) 💶 Record Q1 Profit Driven by Strong Fare Recovery Ryanair reported Q1 FY2026 PAT of XXX million more than double the XXX million posted in Q1 FY2025 due largely to favorable comps and strong Easter performance. Q1 benefited from the timing of a full Easter in April (vs. partial last year) the resolution of the OTA boycott and stronger close-in bookings. Management emphasized that while headline profit growth appears large (+128%) over a two-year period Q1 profits have grown XX% suggesting a more normalized trajectory. Average" @LongYield on X 2025-07-21 23:52:31 UTC 4486 followers, XXX engagements
"$WBS Webster Financial Corporation Earnings Call Key Highlights: (1/2) 💼 Strong Quarter and Solid Financial Metrics Achieved ROATCE of XX% and ROAA of nearly XXX% for Q2 2025; EPS increased to $XXXX from $XXXX in Q1. Tangible book value per share rose over X% to $35.13; net income to common shareholders rose by $XX million sequentially. NIM decreased slightly to XXXX% (3.42% excluding a non-accrual reversal) driven by seasonal deposit mix increased cash balances and marginal spread compression. Loan-to-deposit ratio held steady at XX% with strong balance sheet positioning and CET1 capital at" @LongYield on X 2025-07-20 17:04:18 UTC 4482 followers, XXX engagements
"7/20 Balance sheet: Assets $63.7B. Net debt $29B (gross $38B incl. leases) stockholders deficit -$3.9B. Working capital negative with $4.6B debt due 1yr. Leverage remains high relative to peers. #balance #AAL" @LongYield on X 2025-07-25 19:42:04 UTC 4486 followers, XX engagements
"$XPEV XPeng Inc. Q1 2025 Earnings Call Key Highlights: 🚗 Record-Breaking Vehicle Deliveries and Market Leadership XPeng delivered 94008 vehicles in Q1 2025 up XXX% year-over-year marking a new company record and positioning it as the top-selling emerging EV brand both domestically and internationally. Monthly deliveries surpassed 30000 units for six consecutive months despite the traditional seasonal weakness of Q1. Notable model performance includes over 100000 cumulative MONA M03 deliveries 50000 units of the new P7+ and 7500 combined units of the refreshed G6 and G9 models in April. The" @LongYield on X 2025-07-10 01:23:26 UTC 4484 followers, XXX engagements
"$AAL American Airlines Group Inc. Earnings Call Key Highlights: 🧾 Financial Performance and Revenue Trends Reported adjusted pretax profit of $XXX million for Q2 2025 with EPS of $XXXX hitting the high end of April guidance. Revenue reached a record $XXXX billion a XXX% YoY increase led by strength in international and premium markets despite domestic softness. Passenger revenue per available seat mile (PRASM) led network peers for the fourth consecutive quarter with notable strength in Atlantic (+5%) and Pacific (+1%) PRASM on XX% capacity growth. Premium cabin unit revenue outperformed the" @LongYield on X 2025-07-24 19:50:03 UTC 4486 followers, XXX engagements
"17/20 Opportunities: AI monetization across Search Cloud and Workspace; generative offerings like Gemini Pro; AI-assisted advertising; and hardware integration with Pixel & Android. $GOOGL" @LongYield on X 2025-07-25 20:12:44 UTC 4484 followers, XX engagements
"$KO The Coca-Cola Company Earnings Call Key Highlights: (1/2) 🌐 Global Business and Market Performance Coca-Cola achieved X% organic revenue growth and X% EPS growth in Q2 2025 despite a X% unit case volume decline with strong execution in volatile markets and adverse June weather. Volume improved sequentially in key markets such as the U.S. and Europe while value share gains continued for a 17th consecutive quarter underscoring strong brand strength. Despite regional conflicts and economic challenges Coca-Cola grew volume in EMEA and Africa and maintained positive performance in China and" @LongYield on X 2025-07-23 12:22:55 UTC 4486 followers, XXX engagements
"12/20 Premium vs leisure: Premium cabins continue to show resilience; long-haul international yields improved. Domestic leisure demand has softened prompting AA to trim capacity where yields weak. #demand #AAL" @LongYield on X 2025-07-25 19:43:16 UTC 4484 followers, XX engagements
"$GE General Electric Company Earnings Call Key Highlights: (1/2) ✈ Safety and Operational Excellence GE Aerospace reaffirmed its commitment to safety emphasizing its FAA-accepted Safety Management System (SMS) developed a decade before regulatory mandates. The FLIGHT DECK lean operating model enhances safety quality delivery and cost metrics now incorporating AI tools to improve inspection accuracy and detect potential threats earlier. Enhanced part-level inspections standardized safety investigation processes and AI-enabled blade inspection tools are reducing inspection times by up to 50%." @LongYield on X 2025-07-18 12:15:49 UTC 4486 followers, XXX engagements
"@RogerJStoneJr We are still waiting on the Epstein Files" @LongYield on X 2025-07-24 13:13:22 UTC 4486 followers, XXX engagements
"5/20 R&D expense jumped XX% YoY to $1.59B as Tesla ramps investment in AI FSD Optimus robotics and nextgen vehicles. SG&A was $1.37B (+7%). 2024s $622M restructuring charge dropped off. $TSLA" @LongYield on X 2025-07-25 19:58:34 UTC 4484 followers, XX engagements
"🌯 $CMG Q2'25: Sales $3.1B (+3%) while comps X% 📉 Restaurant margin XXXX% (150 bp) Adjusted EPS $XXXX (3%); XX new stores (47 Chipotlanes)" @LongYield on X 2025-07-25 21:51:52 UTC 4486 followers, XXX engagements
"💰 Financials & capital: Revenue guidance $17.5$17.8B; free cash flow guidance $1.61.9B Inventory per store $833K (+9%) Repurchased 6.8M shares in Q2 for $617M" @LongYield on X 2025-07-25 22:01:58 UTC 4483 followers, XXX engagements
"$KO The Coca-Cola Company Earnings Call Key Highlights: (2/2) 📊 2025 Financial Guidance and FX Headwinds Coca-Cola maintained its organic revenue growth guidance at XX% and raised currency-neutral EPS growth expectations to 8%. Full-year EPS is projected to grow approximately X% to $XXXX despite a 5-point currency headwind and a 2-point tax rate increase (to 20.8%). Currency impacts are moderating; hedging strategy smooths volatility but delays benefit realization2026 FX outlook to be updated in Q3 call. Free cash flow (excluding fairlife payment) was $XXX billion up $XXX million YoY;" @LongYield on X 2025-07-23 12:23:06 UTC 4486 followers, XXX engagements
"$ALV Autoliv Inc. Earnings Call Key Highlights: (2/2) 📊 Cash Flow CapEx and Working Capital Trends Free operating cash flow was $XXX million down from $XXX million YoY due to working capital buildup but partially offset by lower CapEx. CapEx-to-sales ratio declined to XXX% from XXX% last year driven by reduced footprint investments in Europe and Americas and moderated capacity expansion in Asia. Trade working capital rose to XXXX% of sales up from XXXX% YoY driven by $XXX million in higher receivables; seen as a temporary shift due to strong Q2 close. Cash conversion over the last XX months" @LongYield on X 2025-07-20 16:38:25 UTC 4482 followers, XXX engagements
"$NEM Newmont Corporation Earnings Call Key Highlights: (2/2) 🏦 Balance Sheet Strength and Liquidity Ended Q2 with $XXX billion in cash well above the $X billion internal target. Total debt reduced to $XXX billion surpassing the companys target of staying under $X billion. $XXX million of cash includes proceeds from divestment-related equity sales. Additional contingent and deferred payments expected: $XXX million from Discovery Silver (paid over X years starting 2027) and $XXX million in deferred payments from Greatland Gold. Continued evaluation of debt reduction opportunities to enhance" @LongYield on X 2025-07-25 12:22:03 UTC 4483 followers, XXX engagements
"19/20 Compared with peers Alphabets Cloud growth outpaces AWS and Azure but remains smaller. Its advertising moat vast data assets and AI investments set it apart. Execution on AI & capex returns is key. $GOOGL" @LongYield on X 2025-07-25 20:13:09 UTC 4486 followers, XX engagements
"Mobileye Global Inc. Earnings Call Key Highlights: 📊 Strong Q2 Financial Performance and Upgraded 2025 Outlook Q2 2025 revenue rose XX% year-over-year exceeding prior guidance due to stronger-than-expected volumes across OEMs and regions particularly in supervision and China. Adjusted operating income increased XX% with a 3-point improvement in adjusted operating margin to XX% highlighting robust operating leverage and disciplined cost management. Operating cash flow exceeded $XXX million for the quarter and $XXX million for H1 representing roughly XX% of revenue supported by improved" @LongYield on X 2025-07-24 22:47:52 UTC 4482 followers, XXX engagements
"16/20 Deal momentum: $NOW booked XX net new ACV deals $1M and X $5M in Q1 highlighting enterprise traction. Larger commitments reflect customers confidence in scaling on ServiceNows platform" @LongYield on X 2025-07-25 22:38:08 UTC 4486 followers, XX engagements
"20/20 Conclusion: Q2 shows Tesla caught between lower margins today and ambitious AI/robotaxi dreams tomorrow. With strong liquidity and a passionate customer base the story remains high risk/high reward. Patient investors may be rewarded. $TSLA" @LongYield on X 2025-07-25 20:06:41 UTC 4484 followers, XXX engagements
"19/20 Relative to legacy automakers Tesla still boasts the best operating margin and a fortress balance sheet. But compared with tech peers profitability and growth look modest. Execution will determine which peer group investors focus on. $TSLA" @LongYield on X 2025-07-25 20:06:33 UTC 4484 followers, XX engagements
"$NOW ServiceNow Inc. Earnings Call Key Highlights: 📈 Outstanding Financial Performance Q2 2025 subscription revenues reached $XXXX billion up XXXX% YoY in constant currency exceeding guidance by XXX basis points aided by strong execution and early on-prem renewals. Remaining performance obligations (RPO) stood at $XXXX billion a XXXX% YoY growth; current RPO grew XXXX% YoY both exceeding expectations. Non-GAAP operating margin was XXXX% over XXX basis points above guidance while free cash flow margin was XXXX% up XXX basis points YoY. ServiceNow increased its FY25 subscription revenue" @LongYield on X 2025-07-23 22:46:27 UTC 4484 followers, XXX engagements
"$PHM PulteGroup Inc. Earnings Call Key Highlights: (2/2) 📦 Land Strategy and Option Usage Invested $XXX billion in land acquisition and development in Q2; $XXX billion YTD on pace to meet $X billion full-year investment target. Controlled lot count increased to 250000 with land options now comprising XX% of the pipeline advancing toward the target mix of XX% options and XX% owned. Nearly 30000 option lots were added in the past XX months while owned lot count was reduced by approximately 4000 improving flexibility and risk mitigation. Most land options are sourced directly from sellers" @LongYield on X 2025-07-23 12:59:12 UTC 4486 followers, XXX engagements
"5/20 Total traffic acquisition costs (TAC) rose XX % to $XXXX B as payments to partners like Apple increased. TAC as a % of advertising revenue was roughly flat reflecting discipline in distribution deals. $GOOGL" @LongYield on X 2025-07-25 20:08:24 UTC 4483 followers, XX engagements
"Keurig Dr Pepper Q225: net sales +6.1% to $4.2B (cc +7.2% volume/mix +5% price +2.2%). GAAP net income $547M (EPS $0.40); adj $673M ($0.49). FCF $325M. Reaffirmed midsingledigit constantcurrency sales & highsingledigit adjusted EPS growth" @LongYield on X 2025-07-25 19:43:38 UTC 4486 followers, XXX engagements
"10/20 Energy generation & storage revenue slipped X% to $2.79B due to fewer Powerwall & Megapack deployments though margins improved. Services & other revenue grew XX% to $3.0B thanks to Supercharger network and parts/service. $TSLA" @LongYield on X 2025-07-25 20:00:49 UTC 4486 followers, XX engagements
"✅ X pillars: X Run great restaurants with hospitality X Build brand love 🤍 X Amplify technology & throughput💡 X Expand access via new restaurants 🚧 X Invest in worldclass people" @LongYield on X 2025-07-25 21:53:46 UTC 4486 followers, XXX engagements
"$GE General Electric Company Earnings Call Key Highlights: (2/2) 🧪 Technology and R&D Investment GE is investing $3B annually (68% of revenue) into R&D supporting current platforms and future propulsion technologies. The company leads the industry in composite fan blade technology improving durability and efficiency; now in 4th-gen with GE9X. GE9X is the most tested engine in company history (30000 cycles) including advanced dust testing to ensure launch maturity. The RISE program featuring open fan architecture promises XX% fuel burn reduction slower fan speed for safety and improved" @LongYield on X 2025-07-18 12:16:11 UTC 4481 followers, 1092 engagements
"$AXSM Axsome Therapeutics Inc. Q4 2024 Earnings Call Key Highlights: 💊 Strong Commercial Growth & Pipeline Expansion Total net product revenue for 2024: $XXX million reflecting XX% year-over-year growth driven by Auvelity and Sunosi. Auvelity net sales: $XXXXX million up XXX% YoY reinforcing its potential as a blockbuster depression treatment. Sunosi net revenue: $XXXX million up XX% YoY maintaining strong growth in excessive daytime sleepiness (EDS) treatment. Symbravo (new migraine treatment) approved on Jan XX 2025 with a commercial launch planned in the coming months. 📈 Financial" @LongYield on X 2025-02-18 19:52:27 UTC 4486 followers, XXX engagements
"CenterPoint Energy Q225: diluted EPS $XXXX GAAP ($0.29 nonGAAP). Company increased its 2025 and 10year capital investment plan by $500M without needing new equity" @LongYield on X 2025-07-25 19:48:16 UTC 4487 followers, XXX engagements
"$LUV Southwest Airlines Co. Earnings Call Key Highlights: 🛫 Transformation Plan Execution and Strategic Product Evolution Southwest is executing the largest transformation in its history introducing major changes such as checked bag fees a basic economy product flight credit expiration and 24-hour operations with red-eye flights. Beginning July XX the airline will sell assigned and premium seating for flights starting January XX 2026signaling a shift in product segmentation. Approximately XX% of the fleet has already been retrofitted for extra legroom seating; customer notifications and" @LongYield on X 2025-07-24 22:40:46 UTC 4486 followers, XXX engagements
"🎲 $LVS Q2'25: Marina Bay Sands delivered record EBITDA $768M with XXXX% margin 🏨 Macau operations generated $566M EBITDA; Londoner margin XXXX% Venetian XXXX% Plaza/Four Seasons XX% Macau GGR XX% of Q219 & XX% above last year; premium mass & tourism strong" @LongYield on X 2025-07-25 23:04:33 UTC 4484 followers, XXX engagements
"16/20 Risks: Fuel price volatility labor cost inflation macroeconomic slowdown and high leverage remain key risks. Competitive capacity growth and regulatory scrutiny add uncertainty. #risk #AAL" @LongYield on X 2025-07-25 19:44:18 UTC 4484 followers, XX engagements
"$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (2/2) 📈 Performance Metrics and Morningstar Ratings XX% of AUM outperformed benchmarks in Q2; XX% outperformed on a one-year basis. Long-term performance remains robust with XX% of AUM beating benchmarks over ten years and excess returns exceeding XXX basis points across all major time periods. Morningstar ratings remain strong with XX% of open-end fund AUM rated X or X stars underscoring consistent alpha generation across strategies. Firm continues to outperform performance targets contributing to ongoing investment appeal across" @LongYield on X 2025-07-20 16:52:52 UTC 4484 followers, XXX engagements
"$NEM Newmont Corporation Earnings Call Key Highlights: (1/2) 🪖 Red Chris Incident and Safety Commitment On July XX two fall-of-ground events at Red Chris in British Columbia trapped three workers in a refuge chamber. Communications were lost due to damage in the second collapse prompting full suspension of operations. Emergency response protocols were immediately enacted with ongoing efforts to safely regain access and reestablish communication. Rescue strategies include reentry via the decline and potential access through a ventilation shaft. Newmont is leveraging internal expertise and" @LongYield on X 2025-07-25 12:21:49 UTC 4483 followers, XXX engagements
"$QS QuantumScape Corporation Earnings Call Key Highlights: 🤝 Expanded PowerCo Collaboration Enhances Commercialization Path QuantumScape announced an upgraded collaboration and licensing agreement with Volkswagen Groups PowerCo including up to $XXX million in new payments over two years for joint development work. These payments are in addition to the previously disclosed $XXX million licensing prepayment contingent on technical milestones and final license execution. The expansion enables PowerCo to produce an additional X GWh of QS cells annuallyraising the total potential licensed" @LongYield on X 2025-07-23 22:59:06 UTC 4481 followers, XXX engagements
"$CNS Cohen & Steers Inc. Earnings Call Key Highlights: (1/2) 📊 Financial Performance and Operating Metrics Q2 2025 earnings were $XXXX per share down slightly from $XXXX in Q1 reflecting modestly higher expenses and stable revenues. Revenue increased XXX% quarter-over-quarter to $XXX million driven by higher average assets under management (AUM) and a favorable day count. Operating margin decreased to XXXX% from XXXX% in the prior quarter as expenses rose more than revenues. Compensation and benefits remained aligned with revenue growth holding the compensation ratio steady at 40.5%. 💼" @LongYield on X 2025-07-20 16:52:36 UTC 4486 followers, XXX engagements
"$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (2/2) 📦 Business Segment Highlights Aeronautics: Sales up X% to $XXX billion driven by F-35 production; excluding the $XXX million classified charge operating profit would have grown high single digits. Missiles and Fire Control (MFC): Sales rose XX% to $XXX billion led by HIMARS JASSM/LRASM and PrSM; operating profit increased X% to $XXX million offset slightly by PAC-3 rate adjustments. Rotary and Mission Systems (RMS): Sales fell XX% to $X billion due to CMHP and TUHP charges; excluding these RMS sales declined mid-single" @LongYield on X 2025-07-23 12:53:19 UTC 4488 followers, XXX engagements
"Darling Ingredients Q225: GAAP net income $12.7M ($0.08/sh) vs $78.9M yr-ago; net sales $1.5B; combined adj EBITDA $249.5M. Refinanced long-term debt & signed term sheet for Nextida collagen/gelatin JV. CEO expects renewables demand & regulation to support growth" @LongYield on X 2025-07-25 19:55:13 UTC 4486 followers, XXX engagements
"$SLM SLM Corporation Earnings Call Key Highlights: (2/2) 🏛 Impact of Federal Student Loan Reforms President signed H.R.1 into law in July introducing major reforms: caps on Parent PLUS loans and elimination of Grad PLUS. Effective July X 2026 for first-time borrowers. Management sees these changes as a meaningful structural shift curbing overborrowing and encouraging responsible financing. Pell Grant expansions and simplified repayment plans are also part of the legislation. Some temporary headwinds expected as borrowers seek federal loans ahead of policy changes but long-term effects are" @LongYield on X 2025-07-25 12:28:08 UTC 4483 followers, XXX engagements
"4/20 Other Bets revenue was $XXX M (+2 %) still immaterial. Loss widened to $XXXX B as projects like Waymo and Verily invest for the long term. $GOOGL" @LongYield on X 2025-07-25 20:08:12 UTC 4486 followers, XX engagements
"$NOC Northrop Grumman Corporation Earnings Call Key Highlights: (2/2) 💥 Defense Systems Growth and Rocket Motor Expansion Defense Systems Q2 sales up X% on a GAAP basis (9% organically) driven by Sentinel and higher ammunition volumes; operating margin surged to 12.7%. $X billion invested over X years to expand solid rocket motor capacity with expected increase from 13000 units to 25000 by 2029. New contracts include a U.S. Navy award for 21-inch second-stage rocket motors and growing roles in hypersonics and second-source missile production. Management sees DS as the companys highest" @LongYield on X 2025-07-23 13:22:44 UTC 4486 followers, XXX engagements
"$ABT Abbott Laboratories Earnings Call Key Highlights: (1/2) 📈 Overall Financial Performance Q2 2025 organic sales (excluding COVID testing) rose XXX% with total reported growth of 6.9%; H1 2025 organic growth stood at 8%. Adjusted EPS for the quarter was $XXXX up XX% YoY and XX% sequentially exceeding consensus estimates and reflecting double-digit bottom-line growth. Gross margin and operating margin both expanded by XXX basis points YoY reaching XX% and XXXX% of sales respectively. Full-year outlook reaffirmed despite macro headwinds with expectations of continued high single-digit sales" @LongYield on X 2025-07-18 22:03:56 UTC 4484 followers, XXX engagements
"$NEE NextEra Energy Inc. Earnings Call Key Highlights: 📊 Strong Financial Results and Upbeat Guidance Adjusted earnings per share (EPS) grew XXX% YoY for Q2 2025 with year-to-date EPS up 9.1%reflecting robust performance from both Florida Power & Light (FPL) and Energy Resources. FPLs EPS contribution increased $XXXX YoY driven primarily by an X% increase in regulatory capital employed and continued customer growth. Energy Resources adjusted EPS rose $XXXX YoY with $XXXX from new investments and $XXXX from improved customer supply business offsetting a $XXXX wind resource shortfall and $0.06" @LongYield on X 2025-07-23 23:32:17 UTC 4488 followers, XXX engagements
"18/20 Valuation: At $XXX per share (7/25/25) Tesla trades at XX 2025 EPS and XX EV/EBITDA. Bulls argue optionality in AI & energy justify the premium; bears worry about eroding margins and cash burn. $TSLA" @LongYield on X 2025-07-25 20:06:25 UTC 4484 followers, XX engagements
"$CHTR Charter Communications Inc. Earnings Call Key Highlights: (2/2) 🧠 Technology AI and Service Investment Charters service model is increasingly driven by AI ML and network intelligence enabling proactive issue resolution and efficient self-service. Machine learning tools for front-line employees are improving service quality reducing call times and lowering truck rolls which dropped nearly XX% in Q2. Billing and repair calls declined XX% year-over-year with noticeable improvement in customer sentiment regarding service products and pricing. Charter emphasized continued investment in" @LongYield on X 2025-07-25 16:00:16 UTC 4486 followers, XXX engagements
"🚀 ServiceNow $NOW Q1 FY25 results: unstoppable platform for digital workflows. Subscription revenue growth XX% YoY constant currency; current RPO +22%. Operating margin XX% FCF margin XX% beating guidance. Lets dive in #ServiceNow #Earnings" @LongYield on X 2025-07-25 22:12:40 UTC 4486 followers, XXX engagements
"🚀 $IBM Q2'24: Revenue $15.8B (+4% CC) 💾 Software +8%; margin +220bps 💹 Free cash flow $4.5B H1 raised FY target to $12B 💰" @LongYield on X 2025-07-25 21:49:12 UTC 4486 followers, XXX engagements
"$RTX RTX Corporation Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance RTX reported Q2 adjusted sales of $XXXX billion up X% organically with broad-based strength across all three segments and channels: commercial aftermarket (+16%) commercial OE (+7%) and defense (+6%). Segment operating profit rose XX% to $XXX billion reflecting improved mix and higher volume while adjusted EPS increased XX% YoY to $XXXX despite $XXXX in tariff costs. Free cash flow was a modest outflow of $XX million impacted by $XXX million in powder metal-related compensation and $XXX million in" @LongYield on X 2025-07-23 12:55:28 UTC 4486 followers, XXX engagements
"18/20 Valuation: At $XX per share (7/25/25) AA trades 8x 2025e EPS and EV/EBITDA 6x. Discount reflects high leverage and cyclical exposure but earnings leverage could amplify upside if recovery strengthens. #valuation #AAL" @LongYield on X 2025-07-25 19:44:48 UTC 4484 followers, XX engagements
"🚗 $ORLY Q2'25: Comparable store sales +4.1% 📈 EPS up XX% (postsplit) Professional comps 7%; DIY comps low single digit Raised comp sales guidance to 3%4.5%" @LongYield on X 2025-07-25 22:00:23 UTC 4483 followers, XXX engagements
"$FITB Fifth Third Bancorp Earnings Call Key Highlights: (1/2) 📈 Earnings Performance and Profitability Q2 2025 adjusted EPS was $XXXX exceeding consensus estimates; adjusted return on assets was XXX% and return on tangible common equity stood at 18%. Adjusted PPNR rose XX% year-over-year driven by X% growth in adjusted revenues including X% NII growth. The efficiency ratio improved to XXXX% with XXX basis points of positive operating leveragemarking the third consecutive quarter of such leverage. Tangible book value per share increased XX% year-over-year and X% sequentially supported by" @LongYield on X 2025-07-20 16:59:33 UTC 4486 followers, XXX engagements
"15/20 Financial health: negative net debt robust cash reserves and strong FCF mean $NOW can weather downturns and seize opportunities. Debtfree balance sheet also reduces risk as rates remain elevated" @LongYield on X 2025-07-25 22:37:56 UTC 4486 followers, XX engagements
"11/20 Regulatory credits sales were $439M more than halving from last year as competitors EV launches reduce their need to buy credits. This highmargin revenue stream is increasingly less meaningful. $TSLA" @LongYield on X 2025-07-25 20:01:15 UTC 4486 followers, XX engagements
"2/20 Revenue: Total $14.4B (+0.4% YoY). Passenger $13.1B (-0.6%) cargo $211M (+8.2%) other $1.06B (+13%). Premium cabins & loyalty drove growth while domestic leisure weakness weighed on unit revenue. #AAL" @LongYield on X 2025-07-25 19:34:21 UTC 4481 followers, XX engagements
"$JNJ Johnson & Johnson Earnings Call Key Highlights: 📈 Strong Quarterly Performance and Upward Guidance Revisions Johnson & Johnson delivered Q2 2025 worldwide sales of $XXXX billion reflecting operational growth of XXX% despite a XXX basis point headwind from STELARA loss of exclusivity. Adjusted EPS reached $XXXX down XXX% YoY impacted by increased debt from the Intra-Cellular acquisition and gross profit pressure from biosimilar erosion. Based on robust business momentum full-year 2025 guidance was raised by $X billion in sales and $XXXX in adjusted EPS now expected in the range of $10.80" @LongYield on X 2025-07-18 21:33:35 UTC 4482 followers, XXX engagements
"$TSM Taiwan Semiconductor Manufacturing Company Limited Earnings Call Key Highlights: (1/2) 📈 Strong Q2 2025 Financial Performance Q2 revenue rose XXXX% QoQ in USD terms to $XXXX billion exceeding prior guidance driven by strong demand for 3nm and 5nm technologies despite FX headwinds. Gross margin declined slightly by XXX percentage points to XXXX% impacted by foreign exchange losses and initial dilution from overseas fabs. Operating margin improved to XXXX% aided by operating leverage while EPS grew XXXX% YoY to TWD XXXXX. Return on equity was 34.8%. TSMC ended Q2 with TWD XXX trillion" @LongYield on X 2025-07-18 01:11:11 UTC 4486 followers, XXX engagements
"📱 $TMUS Q2'25: Record postpaid phone net adds; total postpaid net adds up double digits 💥 Postpaid service revenue +9%; total service revenue +6% vs competitors Adjusted core EBITDA +6% & free cash flow $4.6B" @LongYield on X 2025-07-25 22:05:54 UTC 4486 followers, XXX engagements
"3/20 Unit revenue declined: Yield XXXXX (-1.5%) load factor XXXX% (-1.9 pts) TRASM XXXXX (-2.7%). Domestic unit revenue -X% but international long-haul improved. #AAL #airtravel" @LongYield on X 2025-07-25 19:35:15 UTC 4484 followers, XX engagements
"$CMA Comerica Incorporated Earnings Call Key Highlights: (2/2) 📉 Expense Discipline and Revised Guidance Noninterest expenses fell $XX million quarter-over-quarter due to lower litigation costs and seasonal declines in compensation. Expense tailwinds included one-time benefits such as litigation recoveries asset sales and state tax recoveries; partially offset by modest increases in processing and advertising. FY2025 noninterest expense growth guidance was revised downward to X% from prior estimates reflecting strong YTD performance and tighter cost controls. Third quarter expenses expected" @LongYield on X 2025-07-20 16:40:31 UTC 4487 followers, XXX engagements
"5/20 Profitability: Operating income $1.14B (-18% YoY). Pretax profit $838M (-18.5%). Net income $599M (-16.4%) diluted EPS $XXXX vs $XXXX. Margins compressed by wage inflation and weaker domestic yields. #earnings #AAL" @LongYield on X 2025-07-25 19:41:19 UTC 4484 followers, XX engagements
"19/20 Peer comparison: Compared to Delta & United AA has higher leverage and lower margins but a robust loyalty program and coastal hubs. Execution on cost control and premium strategy will determine relative performance. #peers #AAL" @LongYield on X 2025-07-25 19:45:10 UTC 4484 followers, XX engagements
"$WAL Western Alliance Bancorporation Earnings Call Key Highlights: (2/2) 📉 Allowance for Credit Losses and Reserve Adequacy Allowance for credit losses (ACL) on funded loans rose $X million to $XXX million maintaining a coverage ratio of 0.78%. Management emphasized confidence in reserve adequacy highlighting the conservative real estate valuations and structural loan protections. Adjusted ACL coverage using normalized industry loan mix would exceed X% reflecting strong collateral and underwriting standards. Despite OREO increase reserve adequacy affirmed as assets were marked conservatively" @LongYield on X 2025-07-20 16:50:08 UTC 4484 followers, XXX engagements
"$BHF Brighthouse Financial Inc. Earnings Call Key Highlights: Capital Return and Share Repurchases: Brighthouse Financial continued its commitment to returning capital to shareholders repurchasing $XXX million of its common stock in 2023 reducing shares outstanding by approximately 7%. A new share repurchase authorization of up to an additional $XXX million was announced in November. Sales Performance and Product Enhancements: The company achieved strong sales results in 2023 with total annuity sales of $XXXX billion and total life insurance sales of $XXX million both exceeding targets." @LongYield on X 2024-02-19 00:58:05 UTC 4482 followers, XXX engagements
"$NXPI NXP Semiconductors N.V. Earnings Call Key Highlights: (2/2) 📈 Q3 2025 Guidance and Segment Outlook Q3 revenue expected at $XXXX billion down X% YoY but up X% sequentially reflecting improving seasonal trends and cyclical momentum. Segment outlook at midpoint: Automotive flat YoY up mid-single digits QoQ; Industrial & IoT up mid-single digits YoY up high-single digits QoQ; Mobile up low single digits YoY up mid-20% QoQ; Communications & Other down upper XX% YoY flat QoQ. Non-GAAP gross margin expected at XX% XX bps; OpEx guided at $XXX million $XX million approximately XX% of revenue" @LongYield on X 2025-07-23 12:20:23 UTC 4486 followers, XXX engagements
"1/20 🛫 American Airlines just dropped its Q2 2025 earnings: record revenue but softer margins. Let's unpack the P&L cash flows balance sheet & outlook. 🤝🧐👋" @LongYield on X 2025-07-25 19:33:57 UTC 4486 followers, XXX engagements
"$CHTR Charter Communications Inc. Earnings Call Key Highlights: (1/2) 📶 Mobile Growth Momentum Charter added 500000 Spectrum Mobile lines in Q2 2025 and XXX million over the past XX months representing a nearly XX% year-over-year increase. The company credited its success to seamless connectivity best-in-class pricing and superior speeds with growth primarily from Unlimited Plus plans offering higher ARPU. Mobile EBITDA less CapEx turned positive again even after factoring in device financing supporting overall free cash flow growth. Charter also finalized a long-term MVNO agreement with" @LongYield on X 2025-07-25 16:00:00 UTC 4488 followers, XXX engagements
"7/20 For Q2 $NOW guides subscription revenue $3.03B$3.035B (+1919.5% YoY) and current RPO growth 19.5%. They expect a XX% nonGAAP operating margin. Solid momentum even as macro headwinds persist" @LongYield on X 2025-07-25 22:36:14 UTC 4482 followers, XX engagements
"$CMG Chipotle Mexican Grill Inc. Earnings Call Key Highlights: (1/2) 📉 Soft Quarter Despite Long-Term Optimism Q2 2025 sales rose X% year-over-year to $XXX billion despite a negative X% comp driven by a weaker May performance; digital sales accounted for XXXX% of the total. Restaurant-level margin contracted by XXX basis points YoY to XXXX% and adjusted diluted EPS declined X% to $XXXX. Despite June and July returning to positive comp and transaction growth the company now expects FY25 comps to be approximately flat citing macroeconomic uncertainty. Management reaffirmed confidence in the" @LongYield on X 2025-07-23 22:54:29 UTC 4482 followers, XXX engagements
"$CTAS Cintas Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly and Full-Year Financial Performance Q4 FY2025 revenue grew X% YoY to $XXXX billion with organic growth of X% driven by strong execution across all business segments. Full-year FY2025 revenue reached a record $XXXXX billion an increase of XXX% with X% organic growth and robust profitability across segments. Operating margin for the full year hit an all-time high of XXXX% up from XXXX% in FY2024 supported by continued cost discipline and efficiency gains. Diluted EPS for Q4 rose X% YoY to $1.09; full-year diluted EPS" @LongYield on X 2025-07-18 22:02:31 UTC 4483 followers, XXX engagements
"6/20 Cash & liquidity: Free cash flow $2.5B in H1; operating cash flow $3.4B; capex $1.3B. Cash & short-term investments $8.6B with total liquidity $12B. Solid runway for fleet & debt commitments. #cashflow #AAL" @LongYield on X 2025-07-25 19:41:39 UTC 4484 followers, XX engagements
"4/20 Cost of revenues was $18.6B down 11%. Automotive cost $13.8B; energy $1.94B; services $2.88B. Gross profit contracted to $3.88B (17.2% margin vs XX% last year) as price cuts outweighed cost savings. $TSLA" @LongYield on X 2025-07-25 19:57:18 UTC 4486 followers, XX engagements
"8/20 Net income rose XX % to $XXXX B and diluted EPS climbed XX % to $XXXX. Alphabet returned cash via buybacks and ended the quarter with a fortress balance sheet ($100 B+ in cash & marketable securities). $GOOGL" @LongYield on X 2025-07-25 20:09:07 UTC 4486 followers, XX engagements
"$SLM SLM Corporation Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Reported GAAP diluted EPS of $XXXX for Q2 2025. Loan originations were $XXX million flat year-over-year but slightly below internal expectations reflecting typical seasonal lows and external school-related disruptions. Net interest income rose to $XXX million a $X million YoY increase. Net interest margin (NIM) reached XXXX% up X basis points sequentially supported by favorable asset mix and higher average balances. Noninterest expenses were $XXX million aligning with expectations and up from $159" @LongYield on X 2025-07-25 12:27:53 UTC 4483 followers, XXX engagements
"$BSVN Bank7 Corp. Earnings Call Key Highlights: 💵 Record Core Earnings and Profitability Bank7 reported one of its best quarters ever driven by robust loan and deposit growth stable NIM performance and disciplined expense control. Net interest margin remained at the high end of historical ranges supported by the banks balanced asset-liability strategy and use of loan floors. Efficiency ratio remained low in the 36%38% range underscoring strong operating leverage and cost discipline. Asset quality remained solid with continued low nonperforming assets and minimal charge-offs reflecting strong" @LongYield on X 2025-07-20 17:17:54 UTC 4486 followers, XXX engagements
"$CMA Comerica Incorporated Earnings Call Key Highlights: (1/2) 💰 Earnings Growth and Shareholder Returns Reported Q2 2025 earnings per share of $XXXX marking a XX% increase over the prior quarter driven by favorable loan trends fee income and expense controls. Returned $XXX million to shareholders via dividends and share repurchases while maintaining strong capitalization with CET1 at XXXXX% well above the XX% strategic target. Tax expense declined during the quarter due to discrete tax items supporting net income growth despite flat net interest income. Strong efficiency improvement with a" @LongYield on X 2025-07-20 16:40:07 UTC 4482 followers, XXX engagements
"$VZ Verizon Communications Inc. Earnings Call Key Highlights: 📶 Wireless Service Revenue and Growth Trajectory Verizon reported wireless service revenue of $XXXX billion in Q2 2025 reflecting a XXX% year-over-year increase and positioning the company at the top of the market. Consumer ARPU grew XXX% YoY driven by pricing actions increased fixed wireless access (FWA) adoption and revenue from adjacent services like perks. Wireless equipment revenue surged over XX% contributing to consolidated revenue of $XXXX billion a XXX% YoY increase. Verizon reiterated its disciplined strategy of pursuing" @LongYield on X 2025-07-21 21:02:51 UTC 4486 followers, XXX engagements
"$PNC The PNC Financial Services Group Inc. Earnings Call Key Highlights: 💰 Financial Performance and Capital Return PNC reported net income of $XXX billion for Q2 2025 or $XXXX per diluted share with XX% year-over-year PPNR growth and strong operating leverage. Total revenue increased X% sequentially while noninterest expense remained stable resulting in X% positive operating leverage. The bank returned $X billion in capital to shareholders during the quarter including $XXX million in common dividends and $XXX million in share repurchases. The Board approved a X% dividend increase raising" @LongYield on X 2025-07-18 21:41:20 UTC 4485 followers, XXX engagements
"Valero Q225: net income $714M ($2.28/sh) vs $880M yr-ago; refining op income $1.3B; throughput 2.9M bpd. Renewable diesel segment lost $79M; ethanol op income $54M. Returned $695M via dividends & buybacks. Net cash from ops $936M; capex $407M; dividend $1.13/sh" @LongYield on X 2025-07-25 19:56:28 UTC 4486 followers, XXX engagements
"$BX Blackstone Inc. Earnings Call Key Highlights: 📈 Strong Financial Performance and Earnings Growth Distributable earnings reached $XXX billion for Q2 2025 a XX% increase year-over-year or $XXXX per common share alongside a declared dividend of $XXXX per share. Fee-related earnings rose XX% year-over-year to $XXX billion reflecting robust expansion across key business segments and sustained margin strength. Total assets under management (AUM) increased XX% year-over-year to a record $XXX trillion with fee-earning AUM up XX% to $XXX billion. Total fee revenues rose XX% year-over-year to $2.5" @LongYield on X 2025-07-24 22:39:48 UTC 4486 followers, XXX engagements
"$RTX RTX Corporation Earnings Call Key Highlights: (2/2) ✈ Segment Results: Collins Aerospace Collins posted Q2 sales of $XXX billion up X% organically with strong performance in commercial aftermarket (+13%) and defense (+11%); OE sales rose 1%. Aftermarket strength driven by XX% growth in mods and upgrades XX% in parts/repair and X% in provisioning; defense growth led by F-35 and SAOC programs. Adjusted operating profit rose $XXX million YoY to $XXX billion supported by favorable mix and R&D reductions despite tariff headwinds. Full-year outlook raised to high single-digit organic growth" @LongYield on X 2025-07-23 12:55:42 UTC 4486 followers, XXX engagements
"$HELE Helen of Troy Ltd Earnings Release ❌ Big Miss on Earnings: Q1 FY26 adjusted EPS of $XXXX missed both the consensus ($0.91) and Whisper number ($0.89) a XXXX% downside surprise 😬 📉 Revenue Drop: Net sales fell XXXX% YoY to $371.7M driven by XX% decline in organic sales and ongoing consumer softness especially in Beauty & Wellness 💣 Massive Impairment: GAAP net loss of $450.7M (or -$19.65/share) due to $414.4M in non-cash impairment charges across both segments 🔻 Margins Compressed: Adjusted operating margin fell to XXX% from XXXX% YoY; adjusted EBITDA margin dropped to XXX% from" @LongYield on X 2025-07-10 12:02:53 UTC 4483 followers, XXX engagements
"$SLB Schlumberger Limited Earnings Call Key Highlights: (1/2) 📊 Quarterly Financial Performance Second quarter 2025 revenue rose X% sequentially to $XXX billion led by X% international growth; pretax segment operating margins expanded XX basis points to 18.5%. Adjusted EPS was $XXXX up $XXXX from Q1 but down $XXXX year-over-year; adjusted EBITDA margin reached XX% increasing XX basis points sequentially. Margins improved across X of X divisions led by Digital & Integration which saw a XXX basis point increase to XXXX% on stronger digital uptake and cost efficiency. Free cash flow totaled" @LongYield on X 2025-07-20 16:27:23 UTC 4482 followers, XXX engagements
"$NVS Novartis AG Earnings Call Key Highlights: (1/2) 🌍 Strong Financial Performance Novartis reported XX% sales growth in constant currency and XX% growth in core operating income for Q2 2025. The core operating margin improved by XXX basis points to XXXX% and core EPS rose XX% to $XXXX. Free cash flow reached $XXX billion in Q2 a XX% increase YoY; H1 free cash flow totaled nearly $XX billion. Upgraded full-year 2025 core operating income guidance to low teens growth driven by robust brand performance and operational efficiencies. 📈 Kisqali's Accelerated Momentum Kisqali sales surged 64%" @LongYield on X 2025-07-20 17:01:57 UTC 4481 followers, XXX engagements
"$FITB Fifth Third Bancorp Earnings Call Key Highlights: (2/2) 🧾 Expense Management and Efficiency Initiatives Adjusted noninterest expense declined X% sequentially and rose X% YoY; excluding deferred comp adjustments expenses were up X% YoY. Ongoing cost discipline includes continued investment in technology branch builds and sales talent offset by efficiency programs. Value stream optimization and enhanced marketing capabilities are improving customer acquisition and deposit growth efficiency. Full-year adjusted noninterest expense is projected to rise X% to XXX% reflecting controlled" @LongYield on X 2025-07-20 16:59:42 UTC 4484 followers, XXX engagements
"$CLF Cleveland-Cliffs Inc. Earnings Call Key Highlights: (1/2) 📈 Q2 Financial Performance and Operational Efficiency Adjusted EBITDA improved by $XXX million sequentially driven by higher shipment volumes cost reductions and stronger pricing. Shipments reached XXX million tons up 150000 tons from Q1 enabling improved mill utilization and operational efficiency. Average selling price increased $XX per ton quarter-over-quarter to $1015 largely due to better index pricing offset partially by weaker slab and plate prices. Unit costs decreased $XX per ton in Q2 outperforming expectations with" @LongYield on X 2025-07-22 00:46:31 UTC 4483 followers, XXX engagements
"Nasdaq Q225: net revenue $1.3B +13% y/y (organic +12%); solutions revenue +10%; ARR +10% to $2.9B. GAAP EPS $XXXX (+103%) nonGAAP EPS $XXXX (+24%). Returned $155M via dividends & repurchased $100M; repaid $400M debt" @LongYield on X 2025-07-25 19:46:50 UTC 4483 followers, XXX engagements
"$FNB F.N.B. Corporation Earnings Call Key Highlights: (2/2) 📉 Asset Quality and Risk Management Total delinquency improved to XX basis points down XX bps QoQ while NPLs and OREO fell to XX basis points. Net charge-offs were XX bps for the quarter and XX bps YTD; criticized loans declined XXX% sequentially led by a XX% drop in classified loans. Funded provision expense of $XXXX million supported portfolio growth and risk mitigation; funded reserve increased to $XXX million or XXXX% of loans. NPL coverage ratio rose sharply to XXX% reflecting improved reserve adequacy and conservative CRE" @LongYield on X 2025-07-20 16:51:37 UTC 4483 followers, XXX engagements
"$HELE Helen of Troy Limited Earnings Call Key Highlights: 📉 Q1 FY26 Financial Results and Tariff Impact Net sales declined XXXX% year-over-year with approximately X percentage points of the decline attributed to tariff-related disruptions including direct import cancellations pull-forward activity and China market softness. Gross margin contracted XXX bps to XXXX% due to trade down behavior increased trade spend and a less favorable brand mix partially offset by lower commodity and product costs. Adjusted operating margin fell XXX bps to XXX% pressured by incremental growth investments" @LongYield on X 2025-07-11 16:51:55 UTC 4483 followers, XXX engagements
"1/20 🚗 Tesla's Q2 2025 results underscore a transitional phase: revenue down margins squeezed and free cash flow light as the EV pioneer invests heavily in AI & robotaxi ambitions. Let's unpack the numbers. $TSLA" @LongYield on X 2025-07-25 19:53:38 UTC 4486 followers, XXX engagements
"20/20 Conclusion: AAs Q2 results show a tale of two worldsresilient premium & loyalty income vs soft domestic leisure. With high leverage execution on cost control and premium strategy is critical. Worth watching as a turnaround play. #conclusion #AAL" @LongYield on X 2025-07-25 19:45:26 UTC 4486 followers, XXX engagements
"$STM STMicroelectronics N.V. Earnings Call Key Highlights: 💰 Q2 2025 Financial Results and Profitability Trends Q2 revenue reached $XXXX billion exceeding the midpoint of guidance by $XX million with strong contributions from Personal Electronics and Industrial offsetting slight weakness in Automotive. Gross margin stood at XXXX% in line with guidance but declined XXX basis points year-over-year due to unfavorable product mix reduced manufacturing efficiency and higher unused capacity charges. Adjusted operating margin was XXX% excluding $XXX million in nonrecurring charges related to" @LongYield on X 2025-07-24 22:50:38 UTC 4482 followers, XXX engagements
"💼 $RJF Q3'25: Net revenues $3.4B Net income $435M; EPS $XXXX Adjusted EPS $2.19; pretax margin XXXX% PCG assets under administration record $1.57T; net new assets $11.7B (3.4% annualized) 📈" @LongYield on X 2025-07-25 22:54:30 UTC 4484 followers, XXX engagements
"13/20 Google Play hardware (Pixel Nest) and other subscription services grew XX % to $XXXX B underscoring the diversification of revenue beyond ads. $GOOGL" @LongYield on X 2025-07-25 20:10:26 UTC 4488 followers, XX engagements
"$ELV Elevance Health Inc. Earnings Call Key Highlights: 📉 Full-Year Guidance Revision Elevance reduced its FY2025 adjusted EPS guidance to approximately $XX reflecting persistent elevated medical cost trends in ACA and slower-than-expected rate recovery in Medicaid. Management emphasized that this guidance reset does not anticipate a near-term recovery but rather incorporates prevailing conditions with a focus on transparency and execution. The decision follows similar adjustments by industry peers driven by elevated morbidity in ACA markets and increased utilization in Medicaid. Despite the" @LongYield on X 2025-07-20 17:19:12 UTC 4484 followers, XXX engagements
"$CFG Citizens Financial Group Inc. Earnings Call Key Highlights: 🌟 Strong Quarterly Financial Performance Citizens reported second-quarter 2025 EPS of $XXXX a XX% increase from Q1 exceeding expectations amid macroeconomic uncertainty. Net interest income (NII) rose XXX% sequentially driven by a X basis point net interest margin (NIM) expansion to XXXX% and modest growth in interest-earning assets. Fee income increased XX% quarter-over-quarter led by strength in wealth management card and mortgage services. Operating expenses remained broadly stable supporting XXX basis points of operating" @LongYield on X 2025-07-20 17:09:02 UTC 4486 followers, XXX engagements
"$ALV Autoliv Inc. Earnings Call Key Highlights: (1/2) 🚗 Record Sales and Earnings Performance Achieved highest second-quarter net sales in company history at over $XXX billion representing a X% year-over-year increase driven by strong outperformance across several regions. Adjusted operating income rose to $XXX million up XX% from $XXX million last year and adjusted operating margin improved by XX basis points to 9.3%. Record Q2 diluted EPS; earnings per share growth over the past five years has more than tripled supported by net profit expansion and share count reduction. Strong cash flow" @LongYield on X 2025-07-20 16:38:14 UTC 4482 followers, XXX engagements
"6/20 $NOW raised FY25 guidance: subscription revenue $12.64B$12.68B (+18.519% YoY) subscription gross margin XXXX% and free cash flow margin 32%. Sustained midteens growth with high cash generation underscores the business model" @LongYield on X 2025-07-25 22:36:04 UTC 4486 followers, XX engagements
"8/20 Management continues to push innovation: generative AI and platform offerings like Now Assist drive customer adoption. With XX net new ACV deals $1M and X $5M $NOW is winning larger enterprise contracts" @LongYield on X 2025-07-25 22:36:24 UTC 4488 followers, XX engagements
"$MDAY Ltd. Earnings Call Key Highlights: Company Overview and Recent Events: acknowledged the recent tragic events in Israel noting minimal impact on global operations and confidence in meeting business and financial targets. Israel contributes a low single-digit percentage to total ARR with about X% of the workforce called for reserve duty. Global employees and distributed data servers across North America Europe and Australia ensure smooth operations. Financial Performance: The company reported strong growth with a record non-GAAP operating margin of XX% and a free cash flow margin of 34%" @LongYield on X 2023-11-13 22:00:46 UTC 4483 followers, XXX engagements
"2/20 Revenue fell XX% YoY to $22.5B. Automotive revenue $16.7B (16%) due to price cuts & volume declines; energy generation & storage $2.79B (7%); services & other $3.05B (+17%). Regulatory credits shrank to $439M (51%). $TSLA" @LongYield on X 2025-07-25 19:55:59 UTC 4486 followers, XX engagements
"1/20 📱 Alphabet delivered a standout Q2 2025: revenue up XX % to $XXXX B operating income up XX % net income up XX %. AIdriven momentum across Search YouTube Cloud and subscriptions powered the quarter. $GOOGL" @LongYield on X 2025-07-25 20:07:06 UTC 4486 followers, XXX engagements
"$NXPI NXP Semiconductors N.V. Earnings Call Key Highlights: (1/2) 📉 Q2 Financial Performance Overview NXP reported Q2 2025 revenue of $XXXX billion down X% YoY but $XX million above guidance midpoint reflecting better-than-expected end-market demand. Non-GAAP gross margin was XXXX% a decline of XXX basis points YoY but XX basis points above midpoint guidance aided by favorable manufacturing costs and higher revenue. Non-GAAP operating margin was XX% down XXX basis points YoY but XX basis points above expectations; operating expenses decreased $XX million YoY to $XXX million. Non-GAAP EPS was" @LongYield on X 2025-07-23 12:20:02 UTC 4486 followers, XXX engagements
"$SNA Snap-on Incorporated Earnings Call Key Highlights: 📈 Quarterly Financial Performance Q2 2025 net sales were $XXXXXX billion flat year-over-year with a XXX% organic sales decline offset by $XXX million in favorable currency translation. Operating income before financial services was $XXXXX million down XXX% impacted by the absence of a $XXXX million nonrecurring legal gain recorded in Q2 2024. EPS declined to $XXXX from $XXXX with $XXXX in headwinds related to pension amortization and the prior year legal gain. Gross margin remained strong at XXXX% down just XX bps despite XX bps in" @LongYield on X 2025-07-20 17:16:43 UTC 4483 followers, XXX engagements
"16/20 Risks: relentless competition and price wars delays in new models (Cybertruck ramp still slow) uncertain timing of FSD/robotaxi commercialization and geopolitical trade tensions weigh on sentiment. $TSLA" @LongYield on X 2025-07-25 20:04:04 UTC 4486 followers, XX engagements
"$FNB F.N.B. Corporation Earnings Call Key Highlights: (1/2) 💰 Strong Financial Performance and Capital Generation Reported net income available to common shareholders of $XXXXX million or $XXXX per share driven by record total revenue of $XXX million a XXX% increase quarter-over-quarter. Pre-provision net revenue rose XX% sequentially to $XXX million reflecting significant margin expansion and revenue growth. Capital levels reached record highs with CET1 at XXXX% tangible common equity at XXX% and tangible book value per share of $XXXXX up XX% year-over-year. The company repurchased 725000" @LongYield on X 2025-07-20 16:51:27 UTC 4483 followers, XXX engagements
"$PHM PulteGroup Inc. Earnings Call Key Highlights: (1/2) 🏘 Q2 2025 Financial Performance and Margins PulteGroup delivered home sale revenues of $XXX billion down X% YoY with closings down X% to 7639 homes; however average selling price increased X% to $559000. Reported gross margin for the quarter was XXXX% at the high end of guidance benefiting from favorable product and geographic mix despite higher incentives. Net income totaled $XXX million or $XXXX per share down from $XXXX in Q2 2024 which included a $XXXX benefit from insurance and tax resolutions. SG&A expenses were $XXX million or" @LongYield on X 2025-07-23 12:59:03 UTC 4486 followers, XXX engagements
"$CCI Crown Castle Inc. Earnings Call Key Highlights: 📈 Strong Q2 Results and Upgraded 2025 Guidance Crown Castle raised its full-year 2025 outlook reflecting improved operating efficiency and stronger-than-expected leasing and services activity. Q2 organic tower growth reached XXX% YoY (excluding Sprint churn) driven by higher leasing from all major wireless customers across its footprint. Adjusted EBITDA rose by $XX million and AFFO by $XX million versus prior guidance helped by $X million in services growth and a $XX million YoY SG&A reduction. Despite a $XX million headwind from Sprint" @LongYield on X 2025-07-23 23:09:00 UTC 4482 followers, XXX engagements
"$HBAN Huntington Bancshares Incorporated Earnings Call Key Highlights: (1/2) 💰 Strong Core Operating Performance Huntington reported robust loan and deposit growth with each category increasing by nearly $XX billion year-over-year underscoring the strength of the core franchise. Adjusted EPS rose XX% from the prior year excluding securities repositioning and a notable item; reported EPS was $XXXX. Return on tangible common equity (ROTCE) reached XXXX% and on an adjusted basis XXXX% supported by tangible book value growth of XX% year-over-year. Positive operating leverage was achieved" @LongYield on X 2025-07-20 16:29:30 UTC 4486 followers, XXX engagements
"$LMT Lockheed Martin Corporation Earnings Call Key Highlights: (1/2) 📉 Q2 2025 Financial Performance and Charges Lockheed Martin reported Q2 sales of $XXXX billion flat YoY with solid growth in MFC and Aeronautics offset by major charges at RMS and Aeronautics. The company recorded $XXX billion in total losses including $XXX billion in segment operating charges across three legacy programs and a tax-related reserve. GAAP EPS was $XXXX down sharply due to charges; excluding one-time items EPS was reduced by $XXXX. Free cash flow was negative $XXX million impacted by the delayed F-35 Lot 1819" @LongYield on X 2025-07-23 12:53:00 UTC 4488 followers, XXX engagements
"20/20 Conclusion: Q2 highlighted Alphabets ability to marry AI innovation with financial discipline. With diversified growth engines and strong balance sheet it remains a core longterm holdingthough regulatory risks persist. $GOOGL" @LongYield on X 2025-07-25 20:13:19 UTC 4486 followers, XXX engagements
"$MMC Marsh & McLennan Companies Inc. Earnings Call Key Highlights: 📊 Robust Revenue and Earnings Growth Marsh & McLennan delivered strong Q2 2025 performance with consolidated revenue rising XX% to $XXX billion and underlying growth of 4%. Adjusted operating income increased XX% year-over-year to $XXX billion and adjusted EPS rose XX% to $XXXX. Operating margin improved by XX basis points to XXXX% and the company continues to expect mid-single-digit revenue growth for full-year 2025. A XX% increase in the quarterly dividend to $XXXX was announced and $XXX million in share repurchases were" @LongYield on X 2025-07-20 17:15:09 UTC 4484 followers, XXX engagements
"11/20 Google Search & other delivered doubledigit growth aided by AI Overviews & Gemini models integrated into results. New generative features drive engagement and advertiser demand. $GOOGL" @LongYield on X 2025-07-25 20:09:56 UTC 4484 followers, XX engagements
"$INTC Intel Corporation Earnings Call Key Highlights: 🏢 Organizational Restructuring and Cultural Overhaul CEO Lip-Bu Tan completed a comprehensive review of every function reporting to the CEO targeting inefficiencies redundancies and excessive management layersreducing layers by XX% to build a more agile organization. Intel reduced headcount toward its 2025 target of 75000 employees and is instituting a return-to-office policy beginning in September 2025. The restructuring aims not only at lowering OpEx but also enhancing collaboration improving execution and creating a more dynamic and" @LongYield on X 2025-07-24 22:43:42 UTC 4482 followers, XXX engagements
"CNX Resources Q225: operating EPS $XXXX (beat consensus); revenue $450M (+30% y/y); avg selling price $2.68/Mcfe; production XXXXX Bcfe. Repurchased 3.7M shares; FCF $188M. Guides FY25 capex $450500M production 615620 Bcfe & FCF $575M" @LongYield on X 2025-07-25 19:50:00 UTC 4486 followers, XXX engagements