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# ![@equilyse1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1829453676387106817.png) @equilyse1 Equilyse

Equilyse posts on X about eps, cash flow, drivers, tariffs the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1829453676387106817/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:interactions.svg)

- X Week XXXXX +827%
- X Month XXXXX -XX%
- X Months XXXXXX +67%

### Mentions: XX [#](/creator/twitter::1829453676387106817/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:posts_active.svg)


### Followers: XXX [#](/creator/twitter::1829453676387106817/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:followers.svg)

- X Week XXX +3.30%
- X Month XXX +6.90%
- X Months XXX +107%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1829453676387106817/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1829453676387106817/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1829453676387106817/influence)
---

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks) 

**Social topic influence**
[eps](/topic/eps), [cash flow](/topic/cash-flow), [drivers](/topic/drivers), [tariffs](/topic/tariffs), [macro](/topic/macro), [h2](/topic/h2), [adoption](/topic/adoption), [$17b](/topic/$17b), [1b](/topic/1b), [$1b](/topic/$1b)

**Top assets mentioned**
[Edwards Lifesciences Corp (EW)](/topic/$ew) [CME Group Inc (CME)](/topic/$cme) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Arcblock (ABT)](/topic/$abt) [NextEra Energy Inc (NEE)](/topic/$nee) [UNIPOLY (UNP)](/topic/$unp) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Snap-on Incorporated (SNA)](/topic/$sna) [Websea (WBS)](/topic/$wbs) [Philip Morris International Inc. (PM)](/topic/$pm) [General Electric Company (GE)](/topic/$ge) [GM (GM)](/topic/$gm) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Cheeseball (CB)](/topic/$cb) [Ethlas (ELS)](/topic/$els) [Equity LifeStyle Properties, Inc. (ELS)](/topic/els-equity-lifestyle-properties) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Intel Corporation (INTC)](/topic/$intc) [Newmont Corporation (NEM)](/topic/$nem) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Tesla, Inc. (TSLA)](/topic/$tsla) [PACCAR Inc (PCAR)](/topic/$pcar) [D R Horton Inc (DHI)](/topic/$dhi) [Tractor Supply Co (TSCO)](/topic/$tsco) [Baker Hughes Co (BKR)](/topic/$bkr) [Msci Inc (MSCI)](/topic/$msci)
### Top Social Posts [#](/creator/twitter::1829453676387106817/posts)
---
Top posts by engagements in the last XX hours

"$KSPI: Joint Stock Company $KSPI reported Q1 2025 results with XX% revenue growth and XX% net income growth but smartphone registration rules in Kazakhstan hit e-commerce GMV reducing growth by an estimated X percentage points. Management expects normalization in H2. Revised full-year GMV growth guidance is now 15-20%. Despite headwinds Kaspi is strategically expanding. High interest rates are attracting deposits new term deposits offer rates as high as 18%. The company successfully raised $XXX million in Eurobonds at XXXX% supporting international expansion. E-grocery is a bright spot with"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947621832602931550) 2025-07-22 11:36:44 UTC XXX followers, XXX engagements


"$EW: $EW second quarter earnings call revealed strong growth driven by structural heart therapies. Sales jumped double-digits exceeding expectations leading to raised full-year sales and adjusted EPS guidance. Focus remains on TAVR TMTT and surgical valve tech positioning Edwards for continued market leadership. TAVR sales surged fueled by SAPIEN iQ platform adoption and positive early TAVR dataglobal TAVR sales reached $1.1B up XXX% YOY. Asymptomatic indication approvals in the US and Europe are expected to drive multi-year growth. TNCT portfolio also saw impressive growth up XX% to $133M"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948710540429156690) 2025-07-25 11:42:52 UTC XXX followers, XX engagements


"$CME: CME Group $CME reported a record-breaking Q2 2025 fueled by global risk management needs. Average daily volume soared XX% to XXXX million contracts with growth across all asset classes. Revenue jumped XX% to $1.7B and adjusted EPS hit $XXXX up 16%. The company is also seeing a surge in retail trader participation with over 90000 new entrantsa XX% increase year-over-year. The company is strategically expanding its crypto offerings emphasizing regulated platforms. Crypto trading is booming with the complex trading nearly 260000 contracts daily in Julyover $12B notional. CME is also"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948348292175118707) 2025-07-24 11:43:26 UTC XXX followers, XX engagements


"$LVS: $LVS Q1 2025 earnings: Singapore's Marina Bay Sands shined hitting a record $605M in adjusted property EBITDAa XX% margin That's up XX% from Q1 2019 fueled by high-value tourism. Macau faces stiff competition despite the fully opened Londoner (2405 rooms). Macau's EBITDA was $XXX million but $LVS acknowledges losing market share. The Londoner ramp-up is key expected to take 6-12 months. Focus remains on non-gaming investments including a $200M Venetian Arena upgrade and bringing NBA pre-season games to Macau. Strategic capital allocation is a priority: $450M in share repurchases this"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1945809983498559735) 2025-07-17 11:37:06 UTC XXX followers, XX engagements


"$ABT: Abbott Labs reported strong first half 2025 results with XXX% sales growth ex-COVID testing and double-digit EPS growth. Medical Devices especially Diabetes Carewith FreeStyle Libre sales up XXXX% to $XXX billionand Electrophysiology are key growth drivers. Emerging markets are also booming with EPD surpassing $X billion in quarterly sales fueled by biosimilar expansion. Diagnostics faces $XXX million headwinds from COVID testing decline and China's VBP. However Abbott is optimistic about growth acceleration in 2026 driven by new products. CRM is experiencing a resurgence with AVEIR"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946171174557192696) 2025-07-18 11:32:20 UTC XXX followers, XX engagements


"$NEE: NextEra Energy $NEE reported strong Q2 2025 earnings with a XXX% year-over-year increase in adjusted EPS fueled by surging electricity demand across residential commercial industrial and oil & gas sectors. An ICF study projects demand growth over the next decade will exceed the past three combineddriven by AI and manufacturing reshoring. Management is pushing for an "all-of-the-above" energy strategy incorporating renewables storage gas and nuclear. The One Big Beautiful Bill Act (OBBB) introduces a phaseout of wind and solar tax credits but NEE believes it's well-positioned to navigate"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948347740892627274) 2025-07-24 11:41:14 UTC XXX followers, XX engagements


"$UNP: $UNP Q2 2025 earnings: Adjusted EPS soared XX% to $XXXX with an impressive XXXX% operating ratioa XXX bps improvement. Freight revenue excluding fuel surcharge jumped X% hitting record highs. Despite volume headwinds expected in H2 due to tariff pauses and port shifts Union Pacific reaffirmed its full-year EPS growth target of high single to low double-digit CAGR. Operational excellence drove record workforce productivityup X% Locomotive productivity also hit a record improving 5%. Freight car velocity increased XX% to XXX miles per day and train length reached nearly 9700 feet. A"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948708555726426533) 2025-07-25 11:34:59 UTC XXX followers, XX engagements


"$SNA: Snap-on's Q2 sales were flat at $1179.4 million amidst a turbulent macro environmentoperating margin dipped to XX% and EPS landed at $XXXX impacted by legal matters and pension costs. "Liberation Day" trade policy shifts initially caused project delays but Snap-on's strategy of strengthening critical lines and making in the markets where they sell provided resilience. Despite headwinds Snap-on's Tools Group saw a XXX% organic sales increase by pivoting to faster payback items that resonated with technicians hesitant about long-term obligationsRS&I group also showed promise with sales up"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946174101858537643) 2025-07-18 11:43:58 UTC XXX followers, XX engagements


"$WBS: Webster Financial$WBSreported a solid Q2 with an XX% ROTCE and nearly XXX% ROA. Loan and deposit growth both exceeded X% with overall revenue up XXX% QoQ. Management highlighted HSA Bank's growth potentialthanks to favorable legislative provisionsand the operational launch of their private credit JV with Marathon Asset Management. Webster's HSA Bank could see a $1B-$2.5B deposit boost over five years due to expanded eligibilityparticularly among Bronze ACA plan participants. The Marathon JV aims to enhance Webster's private credit competitiveness enabling larger deals and broader"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946174361620054181) 2025-07-18 11:45:00 UTC XXX followers, XX engagements


"$PM: Philip Morris InternationalPMIreported a strong first half of 2025 driven by smoke-free products (SFP). Organic top-line grew high single-digits with mid-teens adjusted operating income growth reaching a margin of over 41%. Management raised the full-year adjusted diluted EPS forecast to +13% to +15%. IQOS ZYN and VEEV are key to PMI's strategy targeting XXXX million legal-age consumers of SFPs. ZYN's Q2 shipments grew +43% globally with strong offtake reacceleration in the US+36% in June. PMI is targeting full-year US shipment of XXX to XXX million cans. VEEV's H1 shipment volumes more"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947983255346569442) 2025-07-23 11:32:54 UTC XXX followers, XX engagements


"$GE: GE Aerospace (GE) reported strong Q2 2025 earnings raising its 2025 revenue growth outlook to mid-teens. Management anticipates double-digit annualized revenue growth between 2024-2028 translating to $8.5B in free cash flow by 2028. Key drivers include commercial services growth from LEAP and GEnx engines plus solid defense sector momentum fueled by global modernization. The LEAP aftermarket is becoming increasingly profitableLEAP and CFM56 profit should reach parity by the end of the decade. GE is investing in repair tech to more than double LEAP-specific repairs by 2028. CFM56 fleet"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947983101738500306) 2025-07-23 11:32:17 UTC XXX followers, XX engagements


"$GM: $GM Q2 earnings call: Strong revenue of $91B but $1.1B hit from tariffs. Despite EV industry slowdown $GM is committed to profitable EV production via advanced batteries & cost cuts. ICE business remains strong outpacing market share. Full-year EBIT adjusted expected $10B-$12.5B. Tariffs are a major headwindprojected $4B-$5B impact this year. $GM aims to offset XX% via manufacturing shifts to the US & cost initiatives. Also investing in US plants to add 300K units of high-margin vehicles. Warranty expenses spiked due to L87 engine & early EV software issues. $GM is addressing this by"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947985642782167134) 2025-07-23 11:42:23 UTC XXX followers, XX engagements


"$HBAN: Huntington Bancshares $HBAN reported a strong Q2 2025 exceeding expectations with robust organic growth in loans deposits and fees. Adjusted EPS grew XX% year-over-year with an adjusted ROTCE of 17.6%. Management raised full-year guidance projecting loan growth of X% to X% deposit growth of X% to X% and net interest income growth of X% to X% signaling confidence in the economic outlook. A key strategic move is the acquisition of Veritex expected to close in Q4 providing a significant entry into the Texas marketDallas-Fort Worth and Houston. This partnership is anticipated to accelerate"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946534573833109763) 2025-07-19 11:36:21 UTC XXX followers, XX engagements


"$ISRG: Intuitive Surgical (ISRG) reported strong Q2 2025 earnings driven by Da Vinci X adoption. Revenue jumped XX% and pro forma operating margin hit 39%. Management raised 2025 Da Vinci procedure growth guidance to 15.5%-17%. ISRG placed XXX Da Vinci X systems in Q2 bringing the installed base to XXX. Procedure growth was strong at XX% led by benign general surgery in the U.S. and non-urology procedures internationally. SP procedures surged XX% fueled by growth in Korea while ION procedures grew XX% to 35000. ISRG is also innovating with Force Feedback and Extended Use instrumentation plus"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947984028033777834) 2025-07-23 11:35:58 UTC XXX followers, XXX engagements


"$CB: Chubb Limited (CB) reported solid Q1 2025 earnings despite $1.64B in pre-tax catastrophe lossesmainly from California wildfires. Core operating income hit $1.5B down XX% but total company premiums grew XXX% in constant dollars. Book value reached an all-time high of $XXX per share. Despite geopolitical uncertaintytariffs tradeChubb is focused on growth in middle market small business US ENS personal lines and overseas consumer business. Tech investments are a priorityover $1B spentto improve analytics AI and customer connectivity. Underwriting sees competitive pressure in large accounts"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947984817846448521) 2025-07-23 11:39:07 UTC XXX followers, XXX engagements


"$ELS: Equity Lifestyle PropertiesELSreaffirmed its full-year FFO guidance of $XXXX per share despite hurricane headwinds and normalizing RV demand. The MH portfolio remains a stronghold boasting XX% occupancy and homeowner tenure averaging XX years. Mark-to-market rent increases are running hot in the mid-teens. Annual RV revenue grew XXX% fueled by park model sales and stable annual site rentals$5000 to $8000. Transient RV demand is normalizing particularly in northern markets. Interestingly ELS successfully renewed its property and casualty insurance with a X% premium decrease. ELS's"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947622575388922321) 2025-07-22 11:39:41 UTC XXX followers, XX engagements


"$VRSN: Verisign $VRSN Q2 2025 earnings show renewed strength in domain name registrations. Revenue jumped XXX% YoY to $XXX million. Domain name base grew hitting XXXXX million for .com and .net prompting increased 2025 growth guidance to 1.2%-2%. Registrar marketing programs are driving growth with all geographic regions showing improvement. Renewal rates are up to XXXX% from XXXX% a year ago. Verisign is actively refining these programs based on channel partner feedback. Company returned $XXX million to stockholders via dividends and buybacks. Share repurchase program boosted by $XXX million"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948711561494770175) 2025-07-25 11:46:56 UTC XXX followers, XX engagements


"$INTC: Intel's Q2 beat revenue guidance driven by broad demand but headline profitability took a hit from one-time charges. The company is laser-focused on four key areas: organizational efficiency foundry expansion strengthening its x86 core and a revamped AI strategy. Q3 revenue is guided between $XXXX and $XXXX billion with a gross margin around 36%. Restructuring efforts have reduced management layers by approximately XX% targeting 75000 employees by year-end. Intel is slowing the pace of construction in Ohio to align spending with market demand while doubling down on Intel 18A and"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948709097404002336) 2025-07-25 11:37:08 UTC XXX followers, XX engagements


"$NEM: Newmont (NEM) reported strong Q2 2025 earnings with $2.4B in cash flow from operations and a record $1.7B in quarterly free cash flow. Production of 1.5M oz of gold and 36K tonnes of copper keeps them on track for 2025 guidance despite a fall of ground incident at Red Chris. Focus remains on safety operational stability and shareholder returns. The miner approved an additional $3B share repurchase programtotaling $6Band declared a $0.25/share dividend. Divestment program expected to generate $3B after-tax further supporting shareholder returns. Cadia saw higher production due to"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948709386148299201) 2025-07-25 11:38:17 UTC XXX followers, XX engagements


"$CMG: Chipotle's Q2 earnings showed mixed resultssales up X% to $3.1B but comps down 4%. May saw a slowdown but summer marketing like the "Summer of Extras" program (5M participants XX% transacted) and new menu itemsChipotle Honey Chicken in one of every four ordersboosted momentum. Despite volatility Chipotle aims for flat comp sales this year targeting mid-single-digit comps and $4M+ AUVs long-term. Operational improvements are key70%+ restaurants have expos produce slicers are fully rolled out and high-efficiency equipment is being implemented. Tech innovations include an augmented digital"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948349300041302121) 2025-07-24 11:47:26 UTC XXX followers, XX engagements


"$TSLA: Tesla's Q2 call revealed a XX% sequential automotive revenue jump fueled by Model Y despite a XX% delivery increase. Rover Taxis launched in Austin with eyes on expanding autonomous ride-hailing to cover roughly half the US population by year-endpending regulatory green lights. Near-term headwinds include EV credit repeal and tariff impacts costing $300M. Elon Musk is betting big on Optimusthe humanoid robotaiming for one million units annually within five years potentially Tesla's "biggest product ever." Tesla's energy business is booming upgrading MegaPacks and investing heavily in"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948346297498419508) 2025-07-24 11:35:30 UTC XXX followers, XX engagements


"$PCAR: PACCAR reported a solid Q2 with revenues of $7.5B and adjusted net income of $724M driven by record PACCAR Parts revenues of $1.72B. They delivered 39300 trucks and anticipate 32000-33000 deliveries in Q3. Parts sales are expected to grow 4-6% Y/Y in Q3. Full year capital investments are projected at $750-$800M with R&D between $450-$480M. Tariffs significantly impacted Q2 with an expected $75M hit in Q3. Despite this PACCAR is optimistic about the North American market anticipating strength as tariff policies clarify and the truckload market recovers. The upcoming 2027 NOx emissions"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947985504370069656) 2025-07-23 11:41:50 UTC XXX followers, XX engagements


"$DHI: D.R. HortonDHIreported solid Q3 FY25 earnings exceeding expectations at $XXXX per diluted share. Pre-tax income hit $1.4B on $9.2B in revenues yielding a XXXX% margin. Net sales orders were flat year-over-year but up X% sequentially. They are projecting full year revenue of $33.7B-$34.2B and plan to repurchase $4.2B-$4.4B of stock. To combat affordability issues DHI is strategically using incentives including a XXXX% interest rate on FHA products to attract first-time homebuyers. While incentives are expected to remain elevated cancellation rates remain low signaling qualified and"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947985781781332153) 2025-07-23 11:42:56 UTC XXX followers, XX engagements


"$TSCO: Tractor Supply CompanyTSCOreported record Q2 sales of $4.44B up XXX% driven by core needs and seasonal gains. Comp sales rose XXX% on increased transactions and ticket size. Fiscal year 2025 outlook reaffirmed: net sales growth of X% to X% and EPS projected between $X and $XXXX. TSCO's Final Mile initiative is showing promiseaverage order sizes in test markets are nearly $XXX dwarfing typical baskets. The largest order to date hit $40000. The company made 75000 deliveries in Q2. This hub-and-spoke model aims to capture incremental sales by delivering bulky items directly to rural"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948711370737762372) 2025-07-25 11:46:10 UTC XXX followers, XX engagements


"$BKR: Baker Hughes reported a mixed Q1 2025 with adjusted EBITDA up XX% to $XXXX billion fueled by strength in Industrial & Energy Technology (IET) orders at $3.2B and record backlog of $30.4B. However they're taking a "pragmatic approach" to guidance amid tariff and OPEC+ uncertainties anticipating a high single-digit decline in global upstream spending for 2025. Watch for a potential $100-200 million EBITDA hit from tariffs. IET is booming revenue up XX% year-over-year with EBITDA soaring XX% driven by gas tech equipment. Baker Hughes sees big opportunities in LNG $1.7B in orders over the"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947986206282674433) 2025-07-23 11:44:38 UTC XXX followers, XX engagements


"$MSCI: MSCI Inc. reported strong Q2 2025 earnings fueled by a XX% jump in asset-based fee (ABF) run ratedriven by record ETF AUM linked to MSCI Inc. indices. Equity ETFs linked to MSCI Inc. indices saw $49B inflows capturing XX% of all indexed equity ETF inflows. Total equity index ETF AUM surpassed $2T with total index ETF and non-ETF AUM tracking MSCI Inc. indices hitting $6T. Subscription run rate also saw double-digit growth across banks wealth managers hedge funds and asset ownerswealth managers leading at 17%. Despite active asset manager pressures MSCI Inc. is innovating with new data"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947985927562772593) 2025-07-23 11:43:31 UTC XXX followers, XX engagements


"$CSGP: CoStar Group (CSGP) crushed Q2 '25 with XX% revenue growth to $XXX million57th straight quarter of double-digit growth Adjusted EBITDA soared XXX% to $XX million and net new bookings hit a record $XX million. Raised full-year guidance to $3.135-$3.155 billion. revenue jumped XX% to $XXX million fueled by a strong sales team. is gaining traction with unaided awareness up from X% to XX% since launch. LoopNet is boomingH1 '25 net new bookings up XXX% year-over-year. International expansion is also on fire with net new bookings up XX% year-over-year. CSGP is capitalizing on Zillow's"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947986511997116839) 2025-07-23 11:45:50 UTC XXX followers, XXX engagements


"$ARE: Alexandria Real Estate Equities $ARE reported Q1 2025 earnings navigating macro headwinds with a focus on life science mega-campuses. Total revenues increased X% and adjusted EBITDA by X% but FFO per share guidance was lowered by X cents to $XXXX. Key strengths: resilient life science fundamentals and strategic leasing. Mega-campuses drive XX% of rental revenue. Impressive leasing activity included 1.03M sq ft leased with strong rental rate increases18.5% GAAP and XXX% cash basis. A notable 15-year Biogen lease at the Volpe site for $XXX triple net with X% annual increases highlights"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947622307721027662) 2025-07-22 11:38:37 UTC XXX followers, XXX engagements


"$LHX: L3Harris Technologies$LHXreported a strong Q2 boasting a record XXX book-to-bill ratio and six percent organic revenue growth. Management raised full-year revenue guidance by $XXX million now expecting five percent organic revenue growth and increased free cash flow guidance to $XXXX billion. Aerojet Rocketdyne integration is complete with doubled deliveries and production rates. The LHX NeXt program is ahead of schedule targeting $X billion in cost savingscurrently tracking XX% ahead. International growth is a key focus capitalizing on increased defense spending from NATO members and"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948709997145108786) 2025-07-25 11:40:43 UTC XXX followers, XX engagements


"$CFG: Citizens Financial GroupCFGreported strong Q2 2025 earnings exceeding expectations despite macro headwinds. Net interest income jumped XXX% sequentially fueled by a X bps NIM expansion to 2.95%. Loan growth was solid across commercial consumer and private banking with the latter adding a record $1.2B in loans. CFG reaffirmed its full-year 2025 guidance. Fee income surged XX% driven by wealth management card services and mortgage banking. Expenses were well-managed contributing to XXX bps of operating leverage. Credit trends are improving with net charge-offs down to XX bps. The bank is"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946173800476782915) 2025-07-18 11:42:46 UTC XXX followers, XX engagements


"$CNP: CenterPoint EnergyCNPreported strong Q2 2025 results with non-GAAP EPS at $XXXX. They reaffirmed their 2025 EPS guidance of $1.74-$1.76 signaling X% growth. A strategic shift is underway highlighted by the planned sale of the Ohio Gas LDC to boost investments in high-growth Texas markets. The Houston Electric service territory is booming forecasting a XX gigawatt peak load increase by 2031a nearly XX% surge. This growth fueled by data centers and advanced manufacturing necessitates a $XXX billion increase in the capital investment plan reaching $XX billion through 2030. CNP aims to fund"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948711833113620753) 2025-07-25 11:48:00 UTC XXX followers, XX engagements


"$VLO: Valero Energy CorporationVLOreported solid Q2 2025 earnings driven by record refining throughput in the U.S. Gulf Coast. Net income was $XXX million with refining segment income up. VLO is optimistic about refining fundamentals citing refinery closures and limited capacity additions. They returned $XXX million to stockholders a XX% payout ratio. Diesel demand is up approximately XX% YOY with U.S. inventories at near 30-year lows. Valero anticipates wider sour crude differentials in Q3/Q4 as OPEC+ and Canada increase production. They expect gasoline cracks to follow seasonal patterns and"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948710782239162797) 2025-07-25 11:43:50 UTC XXX followers, XX engagements


"$WRB: W.R. Berkley (WRB) reported strong Q2 2025 earnings with net income per share up XXX% to $X & an annualized return on equity of 20%. Net premiums earned hit a record $XXX billion. While no shares were repurchased this quarter management emphasized that share repurchases remain a tool for returning capital to shareholders. Competition is heating up in property & commercial transportation due to increased MGA activity. Casualty lines offer opportunities for rate increases while workers' compensation is firming especially in California which approved an XXX% rate increase. Reinsurance"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947621304166735976) 2025-07-22 11:34:38 UTC XXX followers, XX engagements


"$TMO: Thermo Fisher Scientific $TMO reported solid Q2 2025 earnings beating guidance with revenue up X% to $10.85B and adjusted EPS at $XXXX. They're raising full-year guidance to $43.6-44.2B in revenue and $22.22-22.84 adjusted EPS driven by their growth strategy and PPI Business System. Tariffs and FX headwinds impacted adjusted operating income by 5%140 basis points on marginsbut strong earnings growth elsewhere offset this. Innovation remains key with new products like the Orbitrap Astral Zoom mass spectrometer gaining positive customer feedback. Strategic capital deployment continues"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948347339262808491) 2025-07-24 11:39:38 UTC XXX followers, XX engagements


"$SCHW: $SCHW Summer Business Update: Impressive growth fueled by client engagement & strategic investments. Revenue soared XX% YoY to $5.9B with adjusted EPS up XX% to $XXXX. Core net new assets hit a staggering $218B in H1 a XX% jump. Full-year outlook projects revenue growth of 18.5%-19.5% and adjusted EPS of $4.55-$4.65. Schwab is winning over younger investorsone in six new retail households are under XX. Total client interactions are up XX% YoY. Managed investing net flows surged XX% to a record high for the first six months. Bank lending balances increased XX% YoY and daily average"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946533544525767063) 2025-07-19 11:32:16 UTC XXX followers, XX engagements


"$B: Barrick Mining (GOLD) Q1 2025: Solid start with production on target and dividend maintained at $XXXX. Strategic focus sharpens on Tier X gold and growing copper assets exemplified by the $1B Donlin sale to prioritize high-potential projects like Four Mile. Expect XX% gold equivalent growth by decade's end driven by quality assets. Barrick is doubling down on organic growth adding 111M gold equivalent ounces since merger at a mere $10/oz versus $440+ for M&A. Key projects like Pablo Viejoaiming for 800K+ ounces annuallyand the Lumwana expansion are progressing. Sustainability remains"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948711106509213902) 2025-07-25 11:45:07 UTC XXX followers, XX engagements


"$DLR: Digital Realty (DLR) reported a strong Q2 2025 highlighted by record $XX million bookings in the 0-1 megawatt plus interconnection categoryan XX% jump from the previous high. Core FFO surged XX% year-over-year to $XXXX per share prompting an increase in full-year guidance by XX cents to $7.15-$7.25 per share. DLR is strategically focused on its global platform and interconnection capabilities. Notably Digital Realty secured over $X billion in LP equity commitments for its first US Hyperscale Data Center Fund potentially supporting $XX billion in total data center investment. This move"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948709719176106410) 2025-07-25 11:39:36 UTC XXX followers, XX engagements


"$DHR: Danaher reported solid Q2 2025 results1.5% core revenue growth to $5.9B a XXXX% adjusted operating profit margin and adjusted EPS of $XXXX up X% YOY. Free cash flow was strong at $1.1B for the quarter. Full-year core revenue growth is expected to be approximately X% with adjusted diluted net EPS guidance raised to $7.70-$7.80. Matt Gugino will succeed Matt McGrew as CFO at the end of February 2026. Bioprocessing shines with high single-digit growth driven by consumables for commercialized therapies while life sciences saw a XXX% core revenue decrease but expects a positive low"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947984565659738159) 2025-07-23 11:38:06 UTC XXX followers, XX engagements


"$IBM: $IBM Q2 2025 earnings revealed strong growth in software and infrastructure fueling increased revenue and free cash flow. Big Blue exceeded expectations across the board raising its full-year free cash flow guidance to over $XXXX billion and projecting revenue growth to accelerate to 5%+. Software led the charge growing X% driven by a $XXXX billion annual recurring revenue base while Red Hat accelerated to XX% growth. IBM's AI initiatives are gaining serious tractionthe Gen AI book of business now exceeds $XXX billion. Clients like UPS and Nestle are leveraging IBM's AI tools to unlock"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948347002921590977) 2025-07-24 11:38:18 UTC XXX followers, XX engagements


"$DOV: Dover Corporation$DOVreported a strong Q2 raising full-year adjusted EPS guidance to $9.35-$9.55 a XX% increase. Record adjusted segment EBITDA margins above XX% were driven by portfolio improvements and cost containment. Bookings are up X% year-over-year with a strong book-to-bill ratio across all segments. Management is prioritizing organic investments in high-growth areas like data center cooling and biopharma expecting "meaningful" savingsaround $XX million already this yearfrom productivity and automation. They're also actively pursuing acquisitions with nearly $XXX million in"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948711701638959310) 2025-07-25 11:47:29 UTC XXX followers, XX engagements


"$RTX: RTX reported strong Q2 earnings with X% organic sales growth and a massive $XXX billion backlogup XX% year-over-year. Management raised the full-year adjusted sales outlook to $84.75B-$85.5B but adjusted EPS was revised down to $5.80-$5.95 due to tariff headwinds. Free cash flow guidance remains at $7B-$7.5B. Despite tariff impactsestimated at $XXX million for 2025RTX is ramping up production especially at Raytheon with investments in capacity expansion. Output for GMT and Coyote more than doubled year-over-year. Supply chain improvements are also underway with structural castings at"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947983401572532552) 2025-07-23 11:33:29 UTC XXX followers, XX engagements


"$MMC: Marsh McLennan (MMC) reported strong Q2 2025 results: Revenue up XX% to $X billion with X% underlying growth. Adjusted EPS rose XX% to $XXXX. MMC reaffirmed its full-year outlook expecting mid-single-digit underlying revenue growth and continued margin expansiondespite a complex macro environment cited as ground wars culture wars trade wars extreme weather and rapid AI development. A surprising point from the call: U.S. liability insurance costs are surging due to excessive litigation with "nuclear verdicts"cases exceeding $XXX millionup XXX% in the last decade. This is pressuring"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946171680851726760) 2025-07-18 11:34:21 UTC XXX followers, XX engagements


"$APH: Amphenol Corporation (APH) reported a stellar Q2 2025 smashing records with $XXXX billion in salesup 57%and adjusted EPS soaring XX% to $XXXX. Organic growth was a robust XX% fueled by AI-driven demand in the IT datacom sector which exploded 133%. Expect Q3 sales of $5.4-$5.5 billion and EPS of $0.77-$0.79. AI is a major tailwindpowering roughly two-thirds of Amphenol's growth this quarter. Strategic acquisitions like Narda-MITEQ are bolstering their RF and microwave component offerings. Diversified end-market exposuredefense aerospace industrial automotiveprovides balance. Adjusted"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948348017511125423) 2025-07-24 11:42:20 UTC XXX followers, XX engagements


"$KDP: Keurig Dr PepperKDPreported strong Q2 results with net sales up X% and double-digit EPS growth. The U.S. Refreshment Beverages segment drove growth fueled by energy drinks like GHOST C4 Bloom and Black Rifle now exceeding $X billion in annual sales. Dr. Pepper continues its winning streak on track for its ninth consecutive year of market share growth with Dr. Pepper Blackberry ranking as the #1 new product in the category this year. Despite challenges in the U.S. Coffee segment due to inflation and tariffs KDP is innovating with premium offerings and next-gen brewers like Keurig Alta."  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948710268655071646) 2025-07-25 11:41:47 UTC XXX followers, XX engagements


"$BSX: $BSX Q2 2025 earnings were strong with XX% operational sales growth and XX% organic sales growth driving adjusted EPS up XX% to $XXXX. Management raised full-year guidance for organic growth to 14-15% and adjusted EPS to $2.95-$2.99. Key growth drivers include FARAPULSE WATCHMAN and AGENT DCB. WATCHMAN U.S. sales surged 30%worldwide up 28%fueled by positive OPTION trial data and increased concomitant procedures. Over XX% of U.S. WATCHMAN implanting EPs now perform concomitant procedures. Electrophysiology sales skyrocketed XX% propelled by the FARAPULSE launch with over 15000 patients"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948347601956311081) 2025-07-24 11:40:41 UTC XXX followers, XX engagements


"$ROP: Roper Technologies (ROP) reported strong Q2 2025 results: total revenue up XX% and organic revenue climbed 7%fueled by resilient demand. Free cash flow margins remained high at 31%. Guidance is positive with full-year total revenue growth now expected to be approximately XX% and organic growth reaffirmed at X% to 7%. Key acquisition Subsplasha cloud-native software provider for faith-based organizationsis projected to generate $XXX million in revenue and $XX million in EBITDA for the XX months ending Q3 2026. Roper is also making strides in AI with XX AI-enabled products in the market"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947620735557492824) 2025-07-22 11:32:23 UTC XXX followers, XX engagements


"$AMP: Ameriprise FinancialAMPreported solid Q2 2025 earnings with adjusted operating EPS up X% to $XXXX driven by wealth management growth and expense control. Client assets hit a record $XXX trillion up XX% and revenue per advisor grew XX% to $XXX million. Management is boosting the payout ratio to XX% in the second half. Despite $XXX billion in asset management outflows due to institutional impacts investment performance remains strongover XX% of funds beat the median for the 5-year period. The company is investing heavily in tech and AI to boost advisor productivity and client engagement"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948710131996184753) 2025-07-25 11:41:15 UTC XXX followers, XXX engagements


"$TXN: Texas Instruments reported strong Q2 2025 earnings with revenue up XX% year-over-year to $XXX billion fueled by growth in analog and embedded processing. While most end markets showed recoverynotably industrial up in the upper teens year-over-yearthe automotive sector lagged. Management is cautious about the near-term outlook citing tariffs geopolitics and potential inventory normalization impacting Q3 guidance of $XXXX to $XXXX billion. Tariffs and geopolitical tensions continue to influence supply chains. China saw impressive growth up XX% year-over-year but some demand may be"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947983681542389823) 2025-07-23 11:34:36 UTC XXX followers, XX engagements


"$GOOGL: Alphabet reported strong Q2 2025 earnings with revenue up XX% year-over-year to $XXXX billion fueled by AI innovation across Search Cloud and YouTube. Google Cloud's annual revenue run rate now exceeds $XX billion. The company is ramping up CapEx to $XX billion for 2025 to meet demand for its cloud and AI products despite anticipating a tight supply environment into 2026. AI is deeply integrated with over X million advertisers using Google's AI-powered asset generation toolsa XX% jump year-over-year. Impressively XXX trillion monthly tokens are now processed across Alphabet's surfaces"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948346017729945615) 2025-07-24 11:34:23 UTC XXX followers, XXX engagements


"$MTB: M&T Bank reported solid Q2 2025 earnings with diluted GAAP EPS at $XXXX up from $XXXX. Despite this management lowered the net interest income outlook to $7-$7.15 billion due to softness in commercial and CRE loan growth. The bank executed $XXX billion in share repurchases while growing tangible book value. Loan portfolio dynamics showed growth in consumer and residential mortgages offset by a CRE decline of X% to $XXXX billion. Non-interest income saw strength across mortgage banking service charges and trust revenues. M&T is also exploring the potential impact of stablecoins on"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1945810239380472093) 2025-07-17 11:38:07 UTC XXX followers, XX engagements


"$DPZ: Domino's Pizza (DPZ) Q2 2025 earnings call: US same-store sales jumped XXX% fueled by the wildly successful Parmesan Stuffed Crust pizzaexceeding expectations and attracting new customers. The company is confident in continued growth through innovation value and market share gains despite macro headwinds. US comp for the year is expected to be X% with a stronger second half. Domino's national rollout with DoorDash is complete and they anticipate it will meaningfully boost US comps in the back half of the year. Carryout comps soared 5.8%the highest quarter everdriven by the redesigned"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947621974378786855) 2025-07-22 11:37:18 UTC XXX followers, XX engagements


"$NOC: Northrop Grumman reported strong Q2 2025 earnings with revenue up X% sequentially and an XXXX% segment operating margin. Guidance is raised for segment operating income EPS and free cash flownow projecting $3.05B-$3.35B. Key growth drivers include the B-21 program and Sentinel with international sales also surging XX% YOY. The B-21 program could exceed XX% of total revenue and discussions are underway with the Air Force to accelerate production potentially requiring further investment in capacity. Sentinel program restructuring is progressing with work suspension lifted and a positive"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947985220323381695) 2025-07-23 11:40:42 UTC XXX followers, XX engagements


"$SHW: Sherwin-WilliamsSHWreported mixed Q2 2025 earnings amid a choppy demand environment. While PSG sales grew softness in other segments and supply chain inefficiencies led to reduced full-year earnings guidance. Despite headwinds SHW is doubling down on strategic investments viewing the current landscape as a "once-in-a-career opportunity" to gain market share. The company is aggressively investing in its Paint Stores Group capitalizing on competitors' misstepslike reducing customer-facing roles. Restructuring initiatives are expanding targeting $XXX million in savings with CapEx reduced"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947985084713198055) 2025-07-23 11:40:10 UTC XXX followers, XX engagements


"$ORLY: O'Reilly AutomotiveORLYkicked off fiscal year 2025 with a solid Q1 reporting a XXX% increase in comparable store sales exceeding expectations. Professional business drove growth with DIY sales also positive. ORLY is maintaining full-year sales guidance of X% to X% and increased diluted EPS guidance to $42.90-$43.40. Despite potential tariff headwindsroughly one-quarter of products are sourced from ChinaO'Reilly is actively diversifying its supply chain to countries like India and Vietnam. Gross margin was up slightly to XXXX% while SG&A per store growth was XXX% driven by team member"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948348866207576487) 2025-07-24 11:45:42 UTC XXX followers, XX engagements


"$LMT: Lockheed MartinLMTreported $18.2B in sales but took a $1.8B hit from legacy program charges impacting GAAP EPS which landed at $XXXX reduced by $XXXX due to charges impairments & a tax reserve. Despite this sales guidance is reaffirmed at $73.75B-$74.75B with backlog growth expected. EPS estimate lowered to $21.70-$22. Charges stemmed from a classified Aeronautics program$950M lossplus CMHP & TUHP. LMT is enhancing program management & seeking contract restructuring. F-35 program remains strong with XX deliveries YTD & international demand solid though FY26 budget requests show"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947984948364710011) 2025-07-23 11:39:38 UTC XXX followers, XX engagements


"$FITB: Fifth Third Bancorp (FITB) reported strong Q2 2025 earnings beating estimates with $XXXX EPS excluding items. Adjusted revenues jumped X% year-over-year fueled by a X% increase in net interest income (NII). The bank is flexing its financial muscles boasting a XXX% adjusted return on assets and an impressive XX% adjusted return on tangible common equity. Strategic investments are paying offloan growth hit X% despite industry headwinds driven by diversified platforms like Provide and Dividend. Fifth Third is doubling down on the Southeast adding branches and seeing a X% increase in new"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1946173651729907926) 2025-07-18 11:42:11 UTC XXX followers, XX engagements


"$COF: Capital One's Q2 earnings were dominated by the Discover acquisition leading to a GAAP net loss of $4.3B but an adjusted net income of $2.8B. The acquisition added $98.3B in domestic card loans and $106.7B in deposits. Integration is underway focusing on tech stack consolidation and product integration. The Discover deal boosted revenue by XX% and NIM to 7.62%up XX bps. Capital One built $7.9B in allowance bringing the total to $23.9B. CET1 capital ratio ended at 14%. Management is prioritizing investments in tech the Discover network and AI to drive future growth. Integration costs"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947984424835940436) 2025-07-23 11:37:33 UTC XXX followers, XXX engagements


"$CSX: CSX CorporationCSX reported a Q2 2025 earnings call with revenue down X% year-over-year to $XXX billion but up X% sequentially driven by merchandise and coal. The company reaffirmed volume growth guidance for the full year anticipating a smaller impact from lower coal and fuel prices in the second half. Operational improvements drove a XXX basis point sequential increase in operating margin. Strategic projects like the Howard Street Tunnel and Blue Ridge Rebuildexpected to complete in Q4will remove network constraints and enable double-stack intermodal service. Despite mixed markets CSX"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948349744079585295) 2025-07-24 11:49:12 UTC XXX followers, XX engagements


"$JNJ: $JNJ Q2 earnings: A diversified model drives growth Raised full-year sales guidance by $2B and EPS by $XXXX despite STELARA headwinds. Oncology sales soared XXXX% fueled by DARZALEX and CARVYKTIthe latter exceeding $439M with 100%+ growth. Aiming to be #1 in oncology by 2030 with $50B+ in sales. TREMFYA grew XXXX% eyeing $10B+ peak sales with Crohn's & ulcerative colitis uptake. SPRAVATO jumped XX% in neuroscience. MedTech also shined with XXX% growth driven by cardiovascular (up over 22%) and electrophysiology. Shockwave acquisition is expected to be a $13B MedTech platform by"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1945808538669912558) 2025-07-17 11:31:21 UTC XXX followers, XXX engagements


"$KO: Coca-Cola beat expectations in Q2 reporting X% organic revenue growth and X% comparable EPS growth despite a X% dip in unit case volume. The company reaffirmed its full-year guidance projecting X% to X% organic revenue growth and approximately X% comparable currency-neutral EPS growth. Agility is key with KO adapting to market shifts and consumer behavior leveraging tactics honed in Turkey to address affordability concerns in other regions. KO's focus on revenue growth managementRGMand premiumization is paying off. An AI-powered pricing tool initially deployed in Mexico is now used in"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1947982949699207358) 2025-07-23 11:31:41 UTC XXX followers, XX engagements


"$FI: Fiserv's Q2 earnings call revealed solid growthadjusted revenue up X% to $5.2B and adjusted EPS soaring 16%. The company is refining its full-year organic revenue growth guidance to approximately XX% maintaining its $3.5B Clover revenue target and boosting share repurchase guidance. Key growth drivers include Clover Merchant Solutions and Financial Solutions. Clover revenue jumped XX% fueled by VAS penetrationreaching 24%hardware sales and strategic pricing. Fiserv is aggressively expanding Clover internationally including a major partnership with TD Bank Canada. Financial Solutions saw"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1948348982272421911) 2025-07-24 11:46:10 UTC XXX followers, XXX engagements


"$DFS: Discover Financial Services reported a strong Q1 2025 with earnings per share up XX% driven by healthy net interest margin and solid credit performance. Net income hit $XXX billion a XX% jump year-over-year. The net interest margin expanded to XXXXX% up XXX basis points from last year. The big story is the pending merger with Capital Oneexpected to close May XX 2025after securing regulatory and shareholder approvals. Management is excited about increased competition in payment networks and broader product offerings. Due to the merger Discover didn't update 2025 trends. Credit"  
![@equilyse1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1829453676387106817.png) [@equilyse1](/creator/x/equilyse1) on [X](/post/tweet/1945447281680953693) 2025-07-16 11:35:51 UTC XXX followers, XX engagements