[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.]

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


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


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


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


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


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


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


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


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


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


"$TRV: The Travelers Companies$TRVreported a stellar Q3 highlighted by a core income of $XXX billion ($8.14 per share) and a XXXX% return on equity. Underwriting income more than doubled to $XXX billion fueled by an impressive underlying combined ratio of 83.9%. Management is confident in their strategic investments and announced increased share repurchase plansexpecting to buy back $XXX billion in Q4. Net investment income jumped XX% to $XXX million driven by a high-quality fixed income portfolio. The company anticipates fixed income NII to exceed $XXX billion in 2026. Business Insurance"  
[X Link](https://x.com/equilyse1/status/1979179318719709300) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:34Z XXX followers, XX engagements


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


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


"$FITB: Fifth Third Bancorp ($FITB) reported strong Q3 2025 earnings driven by loan deposit and fee growth plus disciplined expense management. The highlight The strategic acquisition of Comericaexpected to close around the end of Q1 2026aims to create a more diversified & profitable entity. Regulatory approvals are progressing well. Southeast expansion is a key focus with XX new branches this year and XX planned for next. These de novo locations are outperforming expectations boasting deposits exceeding $XX million per branch after XX months and a low deposit cost of 1.93%. NII is expected to"  
[X Link](https://x.com/equilyse1/status/1979496783479771346) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:36Z XXX followers, XX engagements


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


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


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


"$NFLX: Netflix's Q3 earnings call revealed a healthy business driven by engagement advertising live events and gaming. Ad revenue more than doubled in 2025 with U.S. upfront commitments also doubling. Total view hours grew achieving record quarterly view share in the U.S. (8.6%) and the UK (9.4%). The company addressed a non-income tax issue in Brazila XX% gross tax on outbound paymentsrecording an expense for 2022-2025. Excluding this Netflix would have exceeded its Q3 operating income and margin forecasts. Live events like the Canelo-Crawford fightthe most-viewed men's championship fight of"  
[X Link](https://x.com/equilyse1/status/1980945403139805625) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:32Z XXX followers, XX engagements


"$NDSN: Nordson CorporationNDSNreported Q2 FY24 sales of $XXX million up X% year-over-year and adjusted EPS of $XXXX slightly above guidance. The Advanced Technology Systems segment drove growth up XX% while the Atrion acquisition continues to exceed expectations. Nordson is divesting select medical contract manufacturing lines to focus on higher-value proprietary medical components. Looking ahead Nordson anticipates Q3 sales of $710-$750 million and adjusted EPS of $2.55-$2.75a miss to consensus estimates. While maintaining full-year expectations the company acknowledges potential"  
[X Link](https://x.com/equilyse1/status/1958494087889227803) [@equilyse1](/creator/x/equilyse1) 2025-08-21T11:39Z XXX followers, 2535 engagements


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


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


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


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


"$KO: Coca-Cola reported solid Q3 results navigating a dynamic environment with X% organic revenue growthdriven by volume up X% and price/mix up 6%. The company gained value share for the 18th straight quarter. Full year guidance: 5-6% organic revenue growth (beat consensus) and adjusted EPS growth of approximately X% to $XXXX (slight miss). Innovation is keySprite Plus Tea in North America and Bacardi mixed with Coke in Mexico and Europe are driving growth. Refranchising is nearing completion with moves in India and Africa expected to unlock further growth. Adapting to consumer trends"  
[X Link](https://x.com/equilyse1/status/1980945958306189699) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:34Z XXX followers, XX engagements


"$ISRG: Intuitive Surgical (ISRG) Q3 earnings call: Da Vinci X launch fuels growth Procedures jumped XX% driven by strong adoption of Da Vinci 5929 systems installed. System utilization grew across all platforms: X% for Da Vinci Multi-Port XX% for SP and XX% for ION. Full year revenue and adjusted EPS guidance unchanged. The company's ION platform saw a XX% procedure increase nearing 38000 worldwide thanks to AI-powered navigation. ISRG is also tackling cost-sensitive markets with refurbished XI systems and expanding into cardiology with Da Vinci 5's advanced capabilities. Despite government"  
[X Link](https://x.com/equilyse1/status/1980946907800260793) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:38Z XXX followers, XX engagements


"$NDAQ: $NDAQ Q3 2025 earnings showcased strong growth across all divisionsCapital Access Platforms Financial Technology and Market Services. Total net revenue hit $XXX billion up XX% year-over-year with solutions revenue exceeding $X billion for the first time. Annualized recurring revenue (ARR) jumped X% to $X billion driven by both new clients and product innovation. No guidance was provided. Nasdaq is making big moves in digital assets including a filing with the SEC to trade tokenized equities and ETFs. The company is also integrating AI across its business with over XXX clients using"  
[X Link](https://x.com/equilyse1/status/1980949703828087150) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:49Z XXX followers, XX engagements


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


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


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


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


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


"$REXR: Rexford Industrial Realtyfocusing on infill Southern California industrial propertiessaw leasing pick up in July/August exceeding Q2 levels with XXX million square feet leased. Leasing spreads remain healthy at XX% (effective) and XX% (cash). Same property occupancy increased XX bps to 96.6%. They're locking in XXX% annualized embedded rent spreads in recent leasing. The company is strategically disposing of assets$166 million at a XXX% exit cap rateand recycling capital into share repurchases and redevelopment. $XXX million has been allocated to buybacks implying a XXX% yield. A new"  
[X Link](https://x.com/equilyse1/status/1978772985067540677) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:40Z XXX followers, XX engagements


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


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


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


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


"$PM: $PM: Philip Morris International reported strong Q3 2025 earnings driven by smoke-free products like IQOS and ZYN. Adjusted diluted EPS hit a record $XXXX up 17%. Combustible business resilience and strong pricing also contributed. PMI raised its adjusted diluted EPS forecast to +13.5% to +15.1% in dollar terms beating consensus. IQOS continues its robust growth especially in Europe and Japan with adjusted in-market sales up 9%. ZYN's global can shipments jumped XX% with a XX% surge in the U.S. the fastest growth in five quarters. The company is investing heavily in the U.S. market to"  
[X Link](https://x.com/equilyse1/status/1980946100165976136) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:35Z XXX followers, XXX engagements


"$TXN: Texas Instruments$TXNreported Q3 2025 earnings with revenue at $XXX billion a XX% year-over-year increase aligning with expectations. Despite a slower-than-typical market upturn the company beat guidance for next quarter revenue$4.22 to $XXXX billion (vs. $XXXXX billion consensus) and EPS$1.13 to $XXXX (vs. $XXXX consensus). $TXN is focused on long-term growth disciplined capital allocation and competitive advantages. Specific end markets showed varied performance: Industrial increased about XX% year-on-year automotive increased upper single digits year-on-year personal electronics grew"  
[X Link](https://x.com/equilyse1/status/1980947138520461537) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:39Z XXX followers, XX engagements


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


"$COF: Capital One's Q3 earnings were heavily influenced by the Discover acquisition driving a XX% revenue jump from Q2 $XXX billion. Integration is progressing but expect a temporary "growth brownout" in Discover's outstanding growth due to prior credit policy adjustments. Strategic investments in tech and customer experience remain a key focus. The company is boosting its quarterly dividend by $XXXX to $XXXX pending board approval and repurchased $X billion of stock in Q3. Long-term capital needs are assessed at 11%. Management anticipates $XXX billion in combined synergies from the Discover"  
[X Link](https://x.com/equilyse1/status/1980947796778697155) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:42Z XXX followers, XX engagements


"$LMT: Lockheed Martin$LMTreported a record $179B backlog driven by huge multi-year awards like PAC-3 JASSM/LARASM and CH-53K. Q3 saw over $31B in orders1.7 book-to-bill. F-35 program remains a key growth driver with strong international demand. Management guided a full year revenue beat of XXX% and adjusted EPS beat of XXX% but next quarter revenue and adjusted EPS miss of XXX% and XXX% respectively. $LMT is ramping up production and managing its supply chain to meet increased demandinvestments are being made to boost capacity particularly for solid rocket motors and seekers. The company is"  
[X Link](https://x.com/equilyse1/status/1980947947891065135) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:42Z XXX followers, XX engagements


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


"$MMM: $MMM crushed Q3 earnings driven by its 3M Excellence operating model. Organic sales grew across all business groups boosting operating margins and free cash flow. Management raised full-year EPS guidance to $7.95-$8.05 vs. $XXXX consensus and expects X% organic sales growth beating expectations. 3M's commercial excellence initiatives are paying offcross-selling nearly doubled the pipeline closing $XX million in new business. Product innovation is also key with new product launches up XX% YOY. Operational improvements drove on-time delivery to a 20+ year high of 91.6%. Looking ahead 3M"  
[X Link](https://x.com/equilyse1/status/1980948555259863523) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:45Z XXX followers, XX engagements


"$NOC: Northrop Grumman reported strong Q3 performance driven by Defense Systems and Mission Systems. While they lowered full-year revenue guidance to $41.7-41.9 billiona XXX% missdue to program delays EPS guidance was raised to $25.65-26.05a slight beat. Initial 2026 outlook forecasts mid-single-digit organic sales growth and low-to-mid XX% segment operating margin. B-21 Raider program progresses with second aircraft in flight testing; LRIP Lot three and Lot five awards are expected this year. IBCS continues to shine boasting XX for XX successful flight tests and attracting international"  
[X Link](https://x.com/equilyse1/status/1980948701863399493) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:45Z XXX followers, XX engagements


"$ELV: Elevance HealthELVreported Q3 revenue up XX% to $XXXX billion and reaffirmed its $XX adjusted EPS guidance for 2025 beating consensus by 0.5%. Management is taking a cautious stance on 2026 due to rising costs and regulatory changes. The call emphasized strategic investments in tech and Carelon plus disciplined capital allocation. Medicaid margins are a key concern with a projected XXX basis point year-over-year decline for 2026 potentially hitting negative XX basis points in 2025. This is driven by membership re-verifications and utilization trends. To counter this Elevance Health is"  
[X Link](https://x.com/equilyse1/status/1980948995603112198) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:46Z XXX followers, XX engagements


"$GM: General Motors reported a strong Q3 raising full year adjusted EPS guidance to $9.75-$10.50 beating consensus. Despite tariff headwindslowered to $3.5B-$4.5B due to MSRP tariff offset expansionGM is investing $4B to onshore production. The company is balancing EV investments with ICE portfolio enhancements onshoring Chevrolet Blazer production and redesigning Cadillac models. While solidifying its number two spot in the US EV market with 67000 deliveries GM anticipates softening EV demand into 2026 adjusting production accordingly. Simultaneously they're tackling warranty expensesa $900M"  
[X Link](https://x.com/equilyse1/status/1980949283793707410) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:48Z XXX followers, XX engagements


"$PCAR: PACCAR's Q3 earnings call revealed record PACCAR Parts revenue driving strong financials. While truckload sector uncertainties persist less-than-truckload and vocational segments show growth potential. Management is optimistic about Section XXX implementation boosting competitive positioning with benefits expected by early next year. Despite a revenue beatnext quarter $6.7B (actual) vs $6.03B (consensus) and full year $26.8B (estimated) vs $26.03B (consensus)adjusted EPS missed. Next quarter adjusted EPS was $XXXX (actual) vs $XXXX (consensus). PACCAR anticipates US and Canadian Class"  
[X Link](https://x.com/equilyse1/status/1980949427029151908) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:48Z XXX followers, XX engagements


"$EQT: EQT Corporation's Q2 2025 earnings call revealed strong operational performance driven by well productivity and Equitrans synergies. Capital spending beat guidance by $XX million due to efficiency gains. Operating expense guidance also decreased by $XXXX per NCFE. EQT is pursuing strategic midstream growth projectsMVP Boost and MVP Southgaterepresenting a near $X billion organic investment with an estimated XX% free cash flow yield. The Olympus Energy acquisition closed July 1st adding XXX million cubic feet per day of net production and accelerating deleveraging plans. The company"  
[X Link](https://x.com/equilyse1/status/1980949995638456530) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:50Z XXX followers, XXX engagements


"$EFX: Equifax ($EFX) Q3 2025 earnings beat revenue expectations driven by US mortgage and Workforce Solutions. The company is leveraging its cloud transformation for AI-powered solutions and multi-data asset combinations. Full-year guidance raised: revenue to $6.11B (vs. $6.04B consensus) and adjusted EPS to $XXXX (vs. $XXXX consensus). Equifax is tackling the evolving mortgage landscape head-on promoting VantageScore XXX to deliver $100-$200 million in savings to customers. Priced at $XXXX a score through 2027 VantageScore XXX aims to grab market share from FICO potentially generating over"  
[X Link](https://x.com/equilyse1/status/1980950389567455710) [@equilyse1](/creator/x/equilyse1) 2025-10-22T10:52Z XXX followers, XX engagements