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

Equilyse posts on X about eps, banking, investment, acquisition the most. They currently have XXX followers and 1040 posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXX +154%
- X Month XXXXX -XX%
- X Months XXXXXX +57%

### 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)

- X Week XX +32%
- X Month XX -XX%
- X Months XXX +8.50%

### 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%
- X Month XXX +4.90%
- X Months XXX +111%

### 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)  [countries](/list/countries) 

**Social topic influence**
[eps](/topic/eps), [banking](/topic/banking) #1119, [investment](/topic/investment), [acquisition](/topic/acquisition) #1330, [rates](/topic/rates) #1334, [infrastructure](/topic/infrastructure), [deposit](/topic/deposit) #1092, [create a](/topic/create-a), [canada](/topic/canada), [tariffs](/topic/tariffs)

**Top accounts mentioned or mentioned by**
[@stockgutter](/creator/undefined) [@perplexityai](/creator/undefined) [@pernasresearch](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@tmtbreakout](/creator/undefined) [@karpathy](/creator/undefined) [@grok](/creator/undefined) [@realjoseyan](/creator/undefined)

**Top assets mentioned**
[RPM International, Inc. (RPM)](/topic/$rpm) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [CSX Corporation (CSX)](/topic/$csx) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [KeyCorp (KEY)](/topic/keycorp) [Selfkey (KEY)](/topic/$key) [Fifth Third Bancorp (FITB)](/topic/fifth-third-bancorp) [Iron Mountain Inc (IRM)](/topic/$irm) [CDW common stock (CDW)](/topic/$cdw) [Insulet, Corp. (PODD)](/topic/$podd) [Hormel Foods Corp (HRL)](/topic/$hrl) [Cintas Corporation (CTAS)](/topic/$ctas) [Synthetix (SNX)](/topic/$snx) [Carnival Corp (CCL)](/topic/carnival-corporation) [CYCLEAN (CCL)](/topic/$ccl) [Paychex, Inc. (PAYX)](/topic/paychex) [Paypex (PAYX)](/topic/$payx) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Wells Fargo & Co (WFC)](/topic/$wfc) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [Citigroup Inc (C)](/topic/citigroup) [Morgan Stanley (MS)](/topic/morgan-stanley) [Abbott Laboratories (ABT)](/topic/abbott-laboratories) [Arcblock (ABT)](/topic/$abt) [Prologis Inc (PLD)](/topic/$pld) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Las Vegas Sands Corp. (LVS)](/topic/$lvs) [Synchrony Financial (SYF)](/topic/$syf) [Centrifuge (CFG)](/topic/$cfg) [First Horizon, Corp. (FHN)](/topic/$fhn) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [US Bancorp (USB)](/topic/$usb) [M&T Bank Corporation (MTB)](/topic/$mtb)
### Top Social Posts [#](/creator/twitter::1829453676387106817/posts)
---
Top posts by engagements in the last XX hours

"$RPM: RPM International $RPM reported record Q1 sales and adjusted EBIT fueled by organic growth and strategic M&Aparticularly in the consumer space with acquisitions like Pink Stuff. Despite macro headwinds RPM is investing in sales marketing and M&A differentiating itself from cost-cutters. Guidance beat expectations with revenue growth but tempered full-year EBIT outlook due to healthcare costs and tariffs. The Consumer Group saw record sales but organic growth dipped 3%. Focus remains on market share gains via new categories and channels leveraging Pink Stuff's expansion into grocery and"  
[X Link](https://x.com/equilyse1/status/1973697557479010482) [@equilyse1](/creator/x/equilyse1) 2025-10-02T10:32Z XXX followers, XX 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


"$JBHT: J.B. Huntticker JBHTreported flat year-over-year revenue but improved operating income showcasing effective cost management amid soft freight demand. The company is targeting $XXX million in cost savings through service efficiencies and asset utilizationalready achieving over $XX million in Q3 with most impact expected in 2026. Despite a X% dip in intermodal volumes JBHT outperformed the truckload market boasting a net promoter score of XX. Dedicated Contract Services (DCS) remains strong selling roughly XXX trucks in new deals this quarter on track to meet its 800-1000 annual target."  
[X Link](https://x.com/equilyse1/status/1978772601242517625) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:38Z XXX followers, XX engagements


"$CSX: CSX$CSXQ3 2025 earnings call: Solid operational performance despite mixed economic conditions. Key infrastructure projectsHoward Street Tunnel and Blue Ridge Subdivisioncompleted ahead of schedule boosting network capacity. Actively pursuing strategic opportunities amid industry consolidation. Despite market headwinds CSX saw volume increases in minerals fertilizers metals and automotive. Intermodal revenue jumped X% on a X% volume increase. Operationally train velocity hit its fastest pace since early 2021. Company expects Q4 results to reflect strong operating performance and cost"  
[X Link](https://x.com/equilyse1/status/1979179173693325498) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:34Z 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


"$FITB: Fifth Third Bancorp ($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


"$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


"$CDW: CDW reported strong Q2 2025 earnings with net sales up XX% to $X billion and non-GAAP EPS increasing X% to $XXXX. Growth was fueled by a diversified portfolio with strong performance in commercial healthcare the U.K. and Canada offsetting headwinds in federal and education markets. The company reaffirmed its full-year outlook projecting low single-digit growth for the U.S. IT market. CDW's comprehensive solutions drove growth across hardwareup 9%softwareup 16%and servicesup 8%. Strategic investments in AI are paying off with the AI Center of Excellence helping customers navigate AI"  
[X Link](https://x.com/equilyse1/status/1953423564226379892) [@equilyse1](/creator/x/equilyse1) 2025-08-07T11:50Z 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


"$HRL: Hormel FoodsHSYreported strong top-line growth of X% but commodity inflation hit the bottom line hard. Pork belly prices jumped XX% YoY. Management is taking pricing actions to offset inflation but profit recovery will lag into next year. Q4 adjusted EPS guidance of $0.38-$0.40 missed consensus of $XXXX. The Transform and Modernize initiative is on track to deliver near the high end of its $100-$150 million target in fiscal year 2025. Standout performers included Hormel's foodservice segment which outpaced the industry and Jennie-O ground turkey up 13%. While formal fiscal year 2026"  
[X Link](https://x.com/equilyse1/status/1961377192308281474) [@equilyse1](/creator/x/equilyse1) 2025-08-29T10:35Z XXX followers, XXX engagements


"$CTAS: Cintas is laser-focused on North American organic growth tapping into the vast potential of serving more of the 16-17 million businesses in the US and Canada. Strategic M&A especially in fire protection complements this with acquisitions happening almost every quarter. The uniform direct sales business though a small revenue slice at XXX% is strategically important for cross-selling other services. The company is making big tech investmentsthink AI analytics and large language modelsto boost both customer experience and employee productivity. These investments aim to simplify account"  
[X Link](https://x.com/equilyse1/status/1971160606506992111) [@equilyse1](/creator/x/equilyse1) 2025-09-25T10:31Z XXX followers, XX engagements


"$SNX: TD SYNNEX (SNX) reported a stellar Q3 with gross billings up XX% in constant currency to $22.7B and non-GAAP EPS hitting a record $3.58a XX% year-over-year jump exceeding guidance. Software especially cybersecurity stood out with XX% growth. Strong PC demand continues fueled by AI PCs and the Windows XX refresh cycle. HIVE's robust performance significantly boosted results with gross billings up in the mid-30s. The company is expanding its AI enablement program and launched TD SYNNEX Partner First in North America to enhance partner experience. However increased working capital"  
[X Link](https://x.com/equilyse1/status/1971523706292691168) [@equilyse1](/creator/x/equilyse1) 2025-09-26T10:34Z XXX followers, XXX engagements


"$CCL: Carnival Corporation ($CCL) reported record Q3 2025 earnings smashing pre-pandemic net income benchmarks by nearly XX% Strong demand cost discipline and strategic destination developmentlike Celebration Key expected to host XXX million guestsfueled the surge. Full-year adjusted EPS guidance nudged up to $XXXX a slight beat. CCL is laser-focused on balance sheet improvementstargeting leverage under 3x net debt to EBITDA. They've already refinanced over $XX billion in debt and prepaid another $X billion. As debt reduction eases expect potential capital returns to shareholders with"  
[X Link](https://x.com/equilyse1/status/1972972845635428852) [@equilyse1](/creator/x/equilyse1) 2025-09-30T10:32Z 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


"$STZ: Constellation Brands $STZ lowered FY26 guidancerevenue -X% to -X% (vs. $9.16B consensus) and adj. EPS $11.30-$11.60 (vs. $XXXXX consensus)citing consumer demand headwinds especially among Hispanic consumers who are worried about socioeconomic factors. New tariffs on cans will also create a $XX million drag across the enterprise. Despite the challenges $STZ sees brand loyalty remaining strong and is focused on innovation. Corona Sunbrew is the number one new beer SKU attracting new customers while Corona Non-Alcoholic is up over XX% YOY. Modelo continues to grow even in new markets"  
[X Link](https://x.com/equilyse1/status/1975509733667742013) [@equilyse1](/creator/x/equilyse1) 2025-10-07T10:33Z XXX followers, XX engagements


"$WFC: Wells Fargo reported a solid Q3 driven by prior investments and the asset cap lift with revenue up X% year-over-year. Strategic initiatives target a 17-18% ROTCE medium-term. The company is focused on organic growth in consumer small business banking wealth management and investment bankinggaining 120+ bps of share in U.S. investment banking since 2022. Expense management is a key focusexpenses down $3.6B since 2019 targeting $15B gross saves this year. Headcount reduced XX% since Q2 2020. Credit quality remains strong with improving metrics and resilient consumers. However the company"  
[X Link](https://x.com/equilyse1/status/1978408653184024971) [@equilyse1](/creator/x/equilyse1) 2025-10-15T10:32Z XXX followers, XX engagements


"$GS: Goldman Sachs crushed Q3 earnings beating revenue estimates by XXX% at $15.2B and adjusted EPS by XXX% at $XXXXX. The firm cited strength across investment banking FICC and equities plus tailwinds from increased sponsor activityup XX% YoYand potential rate cuts. GS is bullish on M&A with a backlog at a three-year high and expects a strong environment through 2026 barring macro disruptions. AWM is a major growth driver hitting a record $3.5T in assets under supervision. The company raised a record $33B in alternatives this quarter and expects to raise approximately $100B this year"  
[X Link](https://x.com/equilyse1/status/1978408804808110420) [@equilyse1](/creator/x/equilyse1) 2025-10-15T10:33Z XXX followers, XX engagements


"$C: Citigroup reported a strong Q3 beating revenue expectations by 2.1%$85.812B actual versus $84B guideddriven by record revenue across all businesses. Adjusted EPS also looks set to beat expectations with management confident on achieving their ROTCE target of 10-11% next year. The company repurchased over $6B in capital including $5B in share repurchases. Citi is making strides in its transformation automating processes with AInearly 180000 employees have access to proprietary AI tools. AI-driven code reviews are creating around 100000 hours of weekly capacity. The divestiture of Banamex"  
[X Link](https://x.com/equilyse1/status/1978408948349768167) [@equilyse1](/creator/x/equilyse1) 2025-10-15T10:33Z XXX followers, XX engagements


"$MS: Morgan Stanley reported a stellar Q3 beating revenue estimates by X% at $XXXX billion and EPS by XX% at $2.80ROTCE hit a robust 23.5%. Investment banking rebounded strongly with underwriting up over XX% and equity underwriting surging XX% YOY driven by IPO activity. Management is bullish on continued dividend growth and sees investment banking trending upward. Wealth management is booming hitting record revenues of over $X billion with XX% margins. Client assets soared to $X trillion fueled by $XX billion in net new assets. The firm is strategically deploying AI across functions for"  
[X Link](https://x.com/equilyse1/status/1978771108007477655) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:32Z 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


"$PLD: Prologis $PLD reported a strong Q3 beating adjusted EPS guidance by 110-111%$5.83-$5.86 (guided) vs $XXXX (consensus). Record leasing of nearly XX million square feet drove occupancy up to 95.3%. Customer sentiment is improving with e-commerce penetration at XX% fueling demand. Net effective rent change hit XX% with a XX% cash rent changelease mark-to-market sits at XX% representing an additional $XX million of NOI captured during the quarter. The company is making big moves in data centers with XXX gigawatts of power secured or in advanced stages potentially representing $XX billion in"  
[X Link](https://x.com/equilyse1/status/1978771389915013238) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:33Z XXX followers, XX engagements


"$UAL: $UAL is undergoing a customer-led transformation betting on premium products & customer choice to drive double-digit margins & an investment-grade credit rating. Corporate & international travel bookings show double-digit year-over-year improvement. The airline is laser-focused on cost control via procurement restructuring & Tech Ops efficiencies. United is investing heavily in tech & innovationexploring AI for irregular operations & re-accommodation plus eVTOL & supersonic tech via United Ventures. Voice recognition in tech ops could boost aircraft engine repair efficiency. Network"  
[X Link](https://x.com/equilyse1/status/1978771782090793223) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:35Z 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


"$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, XX 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


"$FHN: First Horizon reported strong Q3 2025 earnings with adjusted EPS at $0.51driven by net interest income growth and NIM expansion to 3.55%. The company retained XX% of balances associated with client repricing events. Management is optimistic maintaining full-year revenue guidance and trending towards the higher end of the range. Despite a slight dip in period-end loans C&I portfolio balances grew by $XXX million. Fee income increased by $XX million boosted by FHN Financial's performance. Share buybacks accelerated to $XXX million with $300+ million remaining authorized. First Horizon is"  
[X Link](https://x.com/equilyse1/status/1978772737876205713) [@equilyse1](/creator/x/equilyse1) 2025-10-16T10:39Z 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


"$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


"$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


"$JNJ: Johnson & Johnson ($JNJ) reported strong Q3 results driven by XXX% operational sales growth across Innovative Medicine and MedTech. Management raised full-year guidance and expects to exceed 2026 consensus. A major strategic shift: the planned separation of the Orthopaedics business (DePuy Synthes) to sharpen focus on higher-growth markets. Despite STELARA's loss of exclusivity $JNJ achieved double-digit growth across XX brands. Oncology is a key strengthDARZALEX dominates in multiple myeloma and CARVICTI is the "most successful CAR T launch ever" potentially reaching $5B peak sales."  
[X Link](https://x.com/equilyse1/status/1978408504147710070) [@equilyse1](/creator/x/equilyse1) 2025-10-15T10:31Z XXX followers, XX engagements


"$SCHW: The Schwab reported record Q3 results with net revenues up XX% year-over-year to $XXX billion and adjusted EPS hitting $1.31a XX% increase. This was fueled by strong client growth1.1 million new brokerage accountsand $XXX billion in core net new assets up XX% year-over-year. Client satisfaction scores are also at an all-time high of 88%. Management indicated that strong client engagement in October could lead to a X% or better lift in earnings relative to the upper end of the previously shared financial scenario range. The company is actively managing its balance sheet reducing"  
[X Link](https://x.com/equilyse1/status/1979178388834124029) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:31Z XXX followers, XX engagements


"$BK: The Bank of New York Mellon Cor reported strong Q3 earnings driven by transformation programs and a favorable market. Revenue hit a record $XXX billionup X% year-over-yearboosting EPS to $XXXX a XX% jump. AUCA climbed to $XXXX trillion. While next quarter revenue guidance of $XXX billion was inline full year revenue and EPS could beat expectations. BNY Mellon's transformation to a platform operating model is over XX% completeaiming for full implementation by next fall with benefits expected by early 2028. The company is also making strides in digital assets including tokenizing U.S."  
[X Link](https://x.com/equilyse1/status/1979178865701302772) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:33Z XXX followers, XX 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


"$ROK: Rockwell Automation $ROK Q3 FY25: Sales up 5%organic up over 4%driven by discrete & hybrid industries. They beat their full-year productivity goal early saving $250M+ through enterprise-wide efficiencies. Management raised the midpoint of adjusted EPS outlook to $XX signaling confidence despite ongoing geopolitical & trade headwinds. Software & Control segment shined with organic sales soaring XX% YOY & margins jumping XXX bps to 31.6%. Intelligent Devices saw a X% sales increase but margins dipped. Lifecycle Services sales declined X% YOY with margins down XXX bps. Annual recurring"  
[X Link](https://x.com/equilyse1/status/1953422392480436348) [@equilyse1](/creator/x/equilyse1) 2025-08-07T11:46Z XXX followers, XXX 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, 2512 engagements


"$BURL: $BURL Q1 earnings were a mixed bagsales at the midpoint of guidance but earnings beat expectations. Management reaffirmed full-year guidance but cited external uncertainties like tariffs and consumer sentiment. Revenue guidance missed consensus by -XXXX% to -XXXX% while EPS guidance was mixed ranging from -XXXX% to 0.43%. Tariffs are a key concern initially disrupting merchandise flow from China. A tariff reduction from XXX% to XX% spurred production and shipping creating buying opportunities. Burlington's building a "war chest" of margin and expense actions to offset tariff"  
[X Link](https://x.com/equilyse1/status/1961016969026589164) [@equilyse1](/creator/x/equilyse1) 2025-08-28T10:44Z XXX followers, XXX engagements


"$MKC: McCormick & Company$MKCis strategically focused on global flavor leadership acquiring an additional XX% stake in McCormick de Mexico. This boosts emerging market net sales by over $XXX million and operating profit by $XXX million. Mexico will account for over XX% of total sales while the U.S. decreases to XX% and emerging markets increase to 25%. The deal is margin accretive by an estimated XX basis points. $MKC is navigating consumer value-seeking with shorter more frequent shopping trips. Despite pressures XX% of meals are cooked at home exceeding pre-pandemic levels. Innovation"  
[X Link](https://x.com/equilyse1/status/1972973084979126527) [@equilyse1](/creator/x/equilyse1) 2025-09-30T10:33Z XXX followers, XXX engagements


"$DPZ: Domino's Pizza Inc (DPZ) Q3 2025 showed strong US performance driven by the "Best Deal Ever" promotion and Parmesan Stuffed Crust. Management reiterated X% US comp outlook for 2025in line with expectationsdespite a tough macro environment. DPZ is gaining market share across all income groups bucking restaurant industry trends. The "Best Deal Ever" promotion drove traffic and franchisee profitability leading to its extension. Domino's is optimistic about its DoorDash partnership expecting it to boost US comps into 2026. New menu items like the Parmesan Stuffed Crust also contributed"  
[X Link](https://x.com/equilyse1/status/1978409101286654169) [@equilyse1](/creator/x/equilyse1) 2025-10-15T10:34Z 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


"$SNA: Snap-on Incorporated (SNA) reported a solid Q3 navigating a tough global landscape with strength in automotive repairdriven by vehicle complexity and ageand gains in aviation heavy-duty and natural resources sectors. RS&I sales jumped XX% (8.9% organic) fueled by demand for upgrades. New product innovation remains key with XX PTEN awards highlighting their customer-centric approach. Despite headwinds Snap-on's Q3 sales reached $XXXX billion up XXX% (3% organic). Operating income margin was XXXX% boosted by a legal settlementexcluding this the margin was 21.5%. EPS hit $XXXX ($4.71"  
[X Link](https://x.com/equilyse1/status/1979179832169681241) [@equilyse1](/creator/x/equilyse1) 2025-10-17T13:36Z XXX followers, XX 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


"$SLB: SLB reported resilient Q3 earnings driven by ChampionX integration and digital growth. The company anticipates a Q4 sequential step-up with high single-digit top-line growth. Guidance was a slight revenue beat for next quarter with revenue of $XXXXX billion vs consensus of $XXXXXX billion. International markets are expected to lead the activity rebound as North America sees muted growth. SLB's digital revenue jumped XX% sequentially fueled by a XX% surge in digital operations. The company's annual recurring revenue for digital reached $XXX million up X% year-over-year and they expect to"  
[X Link](https://x.com/equilyse1/status/1979496031491412355) [@equilyse1](/creator/x/equilyse1) 2025-10-18T10:33Z 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


"$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