[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.] [@marvin_labs](/creator/twitter/marvin_labs) "Despite higher costs across the sector $USB defied the trend in 2Q-2025 posting notable year-over-year improvements. * Adjusted EPS: $XXXX up XXXX% from 2Q-2024 ($0.97) * Net income: $1.82B up XXXX% from 2Q-2024 * Net revenue: $7.00B up XXX% year-over-year with fee revenue climbing XXX% * Efficiency ratio: XXXX% improving 180bps year-over-year Earnings growth outpaced modest revenue gains indicating tighter cost discipline and stronger fee businesses. Loan growth was modest due to portfolio sales. CET1 at XXXX% offers capital buffer stability if credit conditions weaken. Earnings call"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945799013871001924) 2025-07-17 10:53:30 UTC XXX followers, XXX engagements "$PGR 2Q-2025: The profit jump comes with little change in underwriting discipline. * Net premiums written: $20.08B up XX% from 2Q-2024 * Net income: $3.18B up XXX% year-over-year * Adjusted EPS: $XXXX up XXX% from last year * Combined ratio: XXXX improved by 570bps from 2Q-2024 (lower is better for insurers) A strong premium increase and sharply better profitability signal robust policy growth and improved claims performance. The lower combined ratio shows improved cost control without excessive underwriting leniency. Earnings call today at 09:30 am EDT"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945463617387733281) 2025-07-16 12:40:46 UTC XXX followers, XXX engagements "Profitability takes a hit for $PEP in 2Q-2025 despite revenue growth. * Revenue: $22.73B up X% year-over-year and surpassed expectations by 1.9%. * Adjusted EPS: $XXXX down X% compared to prior year. * GAAP EPS: $XXXX down XX% year-over-year and missed expectations by 55%. * Organic revenue grew 2.1%. Foreign exchange impacted net revenue negatively by 1.5%. The top-line strength was offset by significant declines in reported EPS highlighting pressure on profitability from increasing costs and foreign exchange. Adjusted EPS decline further signals ongoing margin challenges even with solid"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945808993101787139) 2025-07-17 11:33:09 UTC XXX followers, XX engagements "$MMM: Profit swings and litigation cash draw dominate 2Q-2025 despite raised EPS guidance. * Adjusted EPS: $XXXX (up XX% YoY) beating expectation by 7.6%. * Revenue: $6.16B (up XXX% YoY) ahead of expectation by XXX% but below prior year. * Adjusted operating margin: XXXX% up 290bps YoY. * GAAP EPS: $XXXX down XX% YoY; operating cash flow negative $(1.0)B due to $2.2B litigation payout. * 2025 adjusted EPS guidance increased to $7.75$8.00 from $7.60$7.90. The adjusted margin improvement shows underlying efficiency gains but headline profit fell sharply due to legal costs. Cash flow was hit"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1946160246474354891) 2025-07-18 10:48:55 UTC XXX followers, XX engagements "Is $TRV signaling a turning point in profitability for 2Q-2025 after a weak 2024 * Adjusted EPS: $XXXX up XXX% from last year and beat expectation by 93%. * Revenue: $12.12B up X% year-over-year and ahead of expectation by 10%. * Combined ratio improved nearly XX points to 90.3%a clear sign of better underwriting discipline. * Underlying underwriting income rose XX% year-over-year driven by fewer catastrophe losses higher premium volume and reserve releases. Improved underwriting and investment results sharply reversed last years slump suggesting risk management adjustments paid off."  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945857265623335281) 2025-07-17 14:44:59 UTC XXX followers, XX engagements "$NFLX defies gravity in 2Q-2025double-digit gains signal continued dominance amid a challenging streaming landscape. * Revenue: $11.08B up XX% year-on-year outperforming 2Q-2024 ($9.56B). Growth driven by member additions price hikes and ad sales. * Adjusted EPS: $XXXX vs $XXXX in 2Q-2024 a XX% increase. * Operating margin: XXXX% rising 690bps from XXXX% a year ago. Margin expansion aided by FX benefits and revenue outperformance. * FY 2025 guidance raised: Revenue range now $44.8-$45.2B and XXXX% F/X-neutral operating margin from prior XX% guidance citing USD weakness and strong"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945938873206329444) 2025-07-17 20:09:15 UTC XXX followers, XXX engagements "Surging past the skeptics: $ABT just delivered double-digit adjusted EPS growth in 2Q-2025 raising questions about where the ceiling lies for big medtech. * Adjusted EPS: $XXXX (up XX% vs prior year; expectation: $1.25) * Reported revenue: $11.02B (up XXX% vs prior year; expectation: $11.02B) * Adjusted gross margin: XXXX% up 100bps * Adjusted operating margin: XXXX% up 100bps Sales and margin expansion point to improved leverage as COVID-19 testing winds down. Large investment in pipeline and new product launches show $ABT is pursing new options for long-term growth but success will depend"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945810271928193489) 2025-07-17 11:38:14 UTC XXX followers, XX engagements "The margin story outpaces the revenue growth at $ELV in 2Q-2025 but the headline is a guidance cut. * Operating revenue: $49.4B up XXXX% year-over-year exceeding expectations * Adjusted EPS: $XXXX down XXXX% from a year ago below expectation of $XXXX * Adjusted operating margin: XXX% down 170bps from XXX% last year * FY2025 adjusted EPS guidance cut to $XXXXX from previous level (guidance not detailed here) Lower margin along with a large EPS miss signals significant medical cost headwinds especially in ACA and Medicaid supports. Revenue growth was strong seeing impact from premium yield and"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945787744338272315) 2025-07-17 10:08:43 UTC XXX followers, XXX engagements "$SLB 2Q-2025 defies expectations but still struggles: revenue and margins both fell year on year despite a sequential lift. * Revenue: $8.55B up X% sequentially down X% year on year * Adjusted EPS: $XXXX up X% sequentially down XX% year on year * Net income: $1.01B up XX% sequentially down X% year on year * Adjusted EBITDA: $2.05B up X% sequentially down XX% year on year Small sequential improvements do not offset broad year-on-year declines reflecting a softer market. Margins improved versus first quarter but remain compressed compared to 2024. Geographically international sales declined 8%"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1946165390209409081) 2025-07-18 11:09:21 UTC XXX followers, XXX engagements "$BLK 2Q-2025: Inflation and outflows are no longer the main challengeshareholder returns may now hinge on scale and product mix. * Diluted EPS: $XXXXX (adj. $12.05) vs expectation $XXXXX. As adjusted up XX% year-on-year. * Revenue: $5.41B up XX% year-on-year above expectation of $5.41B. * $68B total quarterly net inflows; but this reflects a $52B redemption by a single institutional client. * Operating income (GAAP) down X% year-on-year from noncash acquisition expenses; as adjusted up 12%. * Closed HPS Investment Partners acquisition post-quarter; adds $165B AUM. Net inflows are strong"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945071315800535507) 2025-07-15 10:41:54 UTC XXX followers, XXX engagements "Record revenue for $AXP in 2Q-2025 does not translate to record profits as earnings slip despite surging cardholder activity. * Revenue: $17.9B up X% year-over-year and above expectation of $17.7B * Adjusted EPS: $XXXX up XX% year-over-year beating expectation of $XXXX * Reported EPS: $XXXX down X% from $XXXX last year due to a prior-year transaction gain * Net income: $2.89B down X% year-over-year Revenue growth comes from higher Card Member spending and net interest income. Adjusted earnings show positive momentum when excluding last years non-recurring gain but bottom-line profit falls"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1946164477608480911) 2025-07-18 11:05:44 UTC XXX followers, XX engagements "$PLD 2Q-2025: Growth narrative faces tough test as visibility clouds over headline results. * Owned or invested in 1.3B sq ft logistics space across XX countries at quarter end * $6.4B annualized Prologis share of net operating income (NOI) * $205B gross assets under management * $731M value realized from development stabilizations Fundamental drivers such as net operating income and value creation remain strong but no update provided on 2Q-2025 EPS or revenue. Gaps in financial disclosure limit assessment of outperformance or shortfall in the core portfolio. Earnings call scheduled for today"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945455616278843497) 2025-07-16 12:08:58 UTC XXX followers, XXX engagements "Growth at $MMC for 2Q-2025 is driven by acquisitions not underlying performance. * Revenue: $7.0B up XX% vs 2Q-2024; underlying revenue up only 4%. Headline growth far outpaces organic gains. * Adjusted EPS: $XXXX up XX% vs prior year and modestly above expectations. * Adjusted operating income: $2.1B up 14%. * Risk & Insurance Services revenue: $4.6B up XX% (4% underlying) Acquisitions are fueling reported revenue and income but underlying organic growth remains subdued. Adjusted EPS and operating income rose at a faster pace giving some margin improvement. Earnings call is scheduled for"  [@marvin_labs](/creator/x/marvin_labs) on [X](/post/tweet/1945794898025705513) 2025-07-17 10:37:09 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@marvin_labs
"Despite higher costs across the sector $USB defied the trend in 2Q-2025 posting notable year-over-year improvements. * Adjusted EPS: $XXXX up XXXX% from 2Q-2024 ($0.97) * Net income: $1.82B up XXXX% from 2Q-2024 * Net revenue: $7.00B up XXX% year-over-year with fee revenue climbing XXX% * Efficiency ratio: XXXX% improving 180bps year-over-year Earnings growth outpaced modest revenue gains indicating tighter cost discipline and stronger fee businesses. Loan growth was modest due to portfolio sales. CET1 at XXXX% offers capital buffer stability if credit conditions weaken. Earnings call"
@marvin_labs on X 2025-07-17 10:53:30 UTC XXX followers, XXX engagements
"$PGR 2Q-2025: The profit jump comes with little change in underwriting discipline. * Net premiums written: $20.08B up XX% from 2Q-2024 * Net income: $3.18B up XXX% year-over-year * Adjusted EPS: $XXXX up XXX% from last year * Combined ratio: XXXX improved by 570bps from 2Q-2024 (lower is better for insurers) A strong premium increase and sharply better profitability signal robust policy growth and improved claims performance. The lower combined ratio shows improved cost control without excessive underwriting leniency. Earnings call today at 09:30 am EDT" @marvin_labs on X 2025-07-16 12:40:46 UTC XXX followers, XXX engagements
"Profitability takes a hit for $PEP in 2Q-2025 despite revenue growth. * Revenue: $22.73B up X% year-over-year and surpassed expectations by 1.9%. * Adjusted EPS: $XXXX down X% compared to prior year. * GAAP EPS: $XXXX down XX% year-over-year and missed expectations by 55%. * Organic revenue grew 2.1%. Foreign exchange impacted net revenue negatively by 1.5%. The top-line strength was offset by significant declines in reported EPS highlighting pressure on profitability from increasing costs and foreign exchange. Adjusted EPS decline further signals ongoing margin challenges even with solid" @marvin_labs on X 2025-07-17 11:33:09 UTC XXX followers, XX engagements
"$MMM: Profit swings and litigation cash draw dominate 2Q-2025 despite raised EPS guidance. * Adjusted EPS: $XXXX (up XX% YoY) beating expectation by 7.6%. * Revenue: $6.16B (up XXX% YoY) ahead of expectation by XXX% but below prior year. * Adjusted operating margin: XXXX% up 290bps YoY. * GAAP EPS: $XXXX down XX% YoY; operating cash flow negative $(1.0)B due to $2.2B litigation payout. * 2025 adjusted EPS guidance increased to $7.75$8.00 from $7.60$7.90. The adjusted margin improvement shows underlying efficiency gains but headline profit fell sharply due to legal costs. Cash flow was hit" @marvin_labs on X 2025-07-18 10:48:55 UTC XXX followers, XX engagements
"Is $TRV signaling a turning point in profitability for 2Q-2025 after a weak 2024 * Adjusted EPS: $XXXX up XXX% from last year and beat expectation by 93%. * Revenue: $12.12B up X% year-over-year and ahead of expectation by 10%. * Combined ratio improved nearly XX points to 90.3%a clear sign of better underwriting discipline. * Underlying underwriting income rose XX% year-over-year driven by fewer catastrophe losses higher premium volume and reserve releases. Improved underwriting and investment results sharply reversed last years slump suggesting risk management adjustments paid off." @marvin_labs on X 2025-07-17 14:44:59 UTC XXX followers, XX engagements
"$NFLX defies gravity in 2Q-2025double-digit gains signal continued dominance amid a challenging streaming landscape. * Revenue: $11.08B up XX% year-on-year outperforming 2Q-2024 ($9.56B). Growth driven by member additions price hikes and ad sales. * Adjusted EPS: $XXXX vs $XXXX in 2Q-2024 a XX% increase. * Operating margin: XXXX% rising 690bps from XXXX% a year ago. Margin expansion aided by FX benefits and revenue outperformance. * FY 2025 guidance raised: Revenue range now $44.8-$45.2B and XXXX% F/X-neutral operating margin from prior XX% guidance citing USD weakness and strong" @marvin_labs on X 2025-07-17 20:09:15 UTC XXX followers, XXX engagements
"Surging past the skeptics: $ABT just delivered double-digit adjusted EPS growth in 2Q-2025 raising questions about where the ceiling lies for big medtech. * Adjusted EPS: $XXXX (up XX% vs prior year; expectation: $1.25) * Reported revenue: $11.02B (up XXX% vs prior year; expectation: $11.02B) * Adjusted gross margin: XXXX% up 100bps * Adjusted operating margin: XXXX% up 100bps Sales and margin expansion point to improved leverage as COVID-19 testing winds down. Large investment in pipeline and new product launches show $ABT is pursing new options for long-term growth but success will depend" @marvin_labs on X 2025-07-17 11:38:14 UTC XXX followers, XX engagements
"The margin story outpaces the revenue growth at $ELV in 2Q-2025 but the headline is a guidance cut. * Operating revenue: $49.4B up XXXX% year-over-year exceeding expectations * Adjusted EPS: $XXXX down XXXX% from a year ago below expectation of $XXXX * Adjusted operating margin: XXX% down 170bps from XXX% last year * FY2025 adjusted EPS guidance cut to $XXXXX from previous level (guidance not detailed here) Lower margin along with a large EPS miss signals significant medical cost headwinds especially in ACA and Medicaid supports. Revenue growth was strong seeing impact from premium yield and" @marvin_labs on X 2025-07-17 10:08:43 UTC XXX followers, XXX engagements
"$SLB 2Q-2025 defies expectations but still struggles: revenue and margins both fell year on year despite a sequential lift. * Revenue: $8.55B up X% sequentially down X% year on year * Adjusted EPS: $XXXX up X% sequentially down XX% year on year * Net income: $1.01B up XX% sequentially down X% year on year * Adjusted EBITDA: $2.05B up X% sequentially down XX% year on year Small sequential improvements do not offset broad year-on-year declines reflecting a softer market. Margins improved versus first quarter but remain compressed compared to 2024. Geographically international sales declined 8%" @marvin_labs on X 2025-07-18 11:09:21 UTC XXX followers, XXX engagements
"$BLK 2Q-2025: Inflation and outflows are no longer the main challengeshareholder returns may now hinge on scale and product mix. * Diluted EPS: $XXXXX (adj. $12.05) vs expectation $XXXXX. As adjusted up XX% year-on-year. * Revenue: $5.41B up XX% year-on-year above expectation of $5.41B. * $68B total quarterly net inflows; but this reflects a $52B redemption by a single institutional client. * Operating income (GAAP) down X% year-on-year from noncash acquisition expenses; as adjusted up 12%. * Closed HPS Investment Partners acquisition post-quarter; adds $165B AUM. Net inflows are strong" @marvin_labs on X 2025-07-15 10:41:54 UTC XXX followers, XXX engagements
"Record revenue for $AXP in 2Q-2025 does not translate to record profits as earnings slip despite surging cardholder activity. * Revenue: $17.9B up X% year-over-year and above expectation of $17.7B * Adjusted EPS: $XXXX up XX% year-over-year beating expectation of $XXXX * Reported EPS: $XXXX down X% from $XXXX last year due to a prior-year transaction gain * Net income: $2.89B down X% year-over-year Revenue growth comes from higher Card Member spending and net interest income. Adjusted earnings show positive momentum when excluding last years non-recurring gain but bottom-line profit falls" @marvin_labs on X 2025-07-18 11:05:44 UTC XXX followers, XX engagements
"$PLD 2Q-2025: Growth narrative faces tough test as visibility clouds over headline results. * Owned or invested in 1.3B sq ft logistics space across XX countries at quarter end * $6.4B annualized Prologis share of net operating income (NOI) * $205B gross assets under management * $731M value realized from development stabilizations Fundamental drivers such as net operating income and value creation remain strong but no update provided on 2Q-2025 EPS or revenue. Gaps in financial disclosure limit assessment of outperformance or shortfall in the core portfolio. Earnings call scheduled for today" @marvin_labs on X 2025-07-16 12:08:58 UTC XXX followers, XXX engagements
"Growth at $MMC for 2Q-2025 is driven by acquisitions not underlying performance. * Revenue: $7.0B up XX% vs 2Q-2024; underlying revenue up only 4%. Headline growth far outpaces organic gains. * Adjusted EPS: $XXXX up XX% vs prior year and modestly above expectations. * Adjusted operating income: $2.1B up 14%. * Risk & Insurance Services revenue: $4.6B up XX% (4% underlying) Acquisitions are fueling reported revenue and income but underlying organic growth remains subdued. Adjusted EPS and operating income rose at a faster pace giving some margin improvement. Earnings call is scheduled for" @marvin_labs on X 2025-07-17 10:37:09 UTC XXX followers, XX engagements