--- id: sm-earnings-analysis name: "earnings-analysis" url: https://skills.yangsir.net/skill/sm-earnings-analysis author: anthropics domain: investment tags: ["financial-reporting", "earnings-calls", "equity-research", "financial-modeling", "sec-filings"] install_count: 2000 rating: 4.30 (20 reviews) github: https://github.com/anthropics/financial-services-plugins --- # earnings-analysis > 创建专业的股权研究盈利更新报告，分析已覆盖公司的季度业绩，遵循机构标准。 **Stats**: 2,000 installs · 4.3/5 (20 reviews) ## Before / After 对比 ### 季度财报分析报告生成效率对比 ## Readme # earnings-analysis # Equity Research Earnings Update Create professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format). **Key Characteristics:** - **Length**: 8-12 pages - **Word Count**: 3,000-5,000 words - **Tables**: 1-3 summary tables (NOT comprehensive) - **Figures**: 8-12 charts - **Turnaround**: 1-2 days (within 24-48 hours of earnings) - **Audience**: Clients already familiar with the company - **Focus**: What's NEW - beat/miss, updated estimates, thesis impact - **Font**: Times New Roman throughout (unless user specifies otherwise) ## When to Use Use when the user requests: - "Create an earnings update for [Company] Q3 2024" - "Analyze [Company]'s quarterly results" - "Post-earnings report for [Company]" - "Q1/Q2/Q3/Q4 update for [Company]" **Do NOT use if:** - User requests "initiation report" → Use different skill - User requests "flash note" or "quick take" → Different format - Company is not already covered → Need initiation first ## Critical Requirements ### 1. Speed & Timeliness - Publish within 24-48 hours of earnings release - Focus on NEW information only - Don't rehash company background extensively ### 2. Beat/Miss Analysis - Lead with whether company beat or missed estimates - Quantify variances (e.g., "Revenue beat by $120M or 3%") - Explain WHY results differed from expectations ### 3. Summary Format - Keep tables to 1-3 (summary only, not comprehensive) - No full P&L/Cash Flow/Balance Sheet (just key metrics) - Assume reader has seen initiation report ### 4. Citations & Source Attribution ⭐⭐⭐ MANDATORY **CRITICAL**: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS. **Include specific citations WITH CLICKABLE LINKS in every figure and table:** ``` Source: Q3 2024 10-Q filed November 8, 2024; Company earnings release [Hyperlink "10-Q" to: https://www.sec.gov/cgi-bin/viewer?accession=...] [Hyperlink "earnings release" to: https://investor.company.com/news/q3-2024] ``` **HOW HYPERLINKS SHOULD APPEAR IN WORD:** - Document names appear as blue, underlined clickable links - Reader can Ctrl+Click to open source directly - Not plain text URLs - formatted hyperlinks with display text **REQUIRED SOURCES LIST:** Cite in every earnings update: - ✅ Earnings release (with date and URL) - ✅ 10-Q filing (with filing date and EDGAR link) - ✅ Earnings call transcript (with date) - ✅ Investor presentation/supplemental materials (if available) - ✅ Consensus estimates source (Bloomberg/FactSet/etc. with date) - ✅ Prior guidance (from previous quarter's materials) **REFERENCE SECTION WITH CLICKABLE HYPERLINKS:** Include "Sources" section at end of report: ``` SOURCES & REFERENCES Earnings Materials (Q3 2024): • Earnings Release (November 7, 2024) [Hyperlink entire line to: https://investor.company.com/news/q3-2024-earnings] • Form 10-Q (Filed November 8, 2024) [Hyperlink to: https://www.sec.gov/cgi-bin/viewer?accession=...] • Earnings Call Transcript (November 7, 2024) [Hyperlink to: https://seekingalpha.com/article/...] • Investor Presentation (November 7, 2024) [Hyperlink to: https://investor.company.com/presentations/q3-2024.pdf] ``` **VERIFICATION CHECKLIST:** - Every figure has source with specific document and date - Every table has source with document reference - Beat/miss analysis cites consensus source with date - Guidance changes cite current and prior guidance sources - Key statistics have footnotes - Sources section lists all materials with URLs - ALL URLs are CLICKABLE HYPERLINKS (not plain text) - All SEC filings hyperlinked to EDGAR viewer ### 5. Updated Estimates - Update forward estimates based on results - Show old vs. new estimates clearly - Explain what changed and why ## High-Level Workflow The earnings update process follows 5 phases: ### Phase 1: Data Collection (30-60 minutes) **🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨** **BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:** - **CHECK TODAY'S DATE** - Write down the current date - **SEARCH FOR LATEST** - Use web search: "[Company] latest earnings results" - **VERIFY THE DATE** - Confirm earnings release is within last 3 months - **CHECK TRANSCRIPT DATE** - Verify transcript date matches release date **COMMON MISTAKE**: Using outdated earnings calls from training data instead of searching for the latest. **REQUIREMENTS:** - ✅ Search for latest earnings - do NOT rely on training data - ✅ Write down today's date and the release date found - ✅ Verify release date is within 3 months of today - ✅ Verify transcript date matches release date - ✅ If dates don't match or are old (>3 months), search again **See [references/workflow.md](https://github.com/anthropics/financial-services-plugins/blob/HEAD/equity-research/skills/earnings-analysis/references/workflow.md)** for detailed search procedures and verification steps. ### Phase 2: Analysis (2-3 hours) - Beat/miss analysis for each key metric - Segment/geographic/product breakdown - Margin and guidance analysis - Update financial model and estimates **See [references/workflow.md](https://github.com/anthropics/financial-services-plugins/blob/HEAD/equity-research/skills/earnings-analysis/references/workflow.md)** for detailed analysis framework. ### Phase 3: Chart Generation (1-2 hours) Create 8-12 charts focusing on quarterly trends and what's new: - Quarterly revenue progression - Quarterly EPS progression - Quarterly margin trends - Revenue by segment/geography - Key operating metrics - Beat/miss summary - Estimate revisions - Valuation charts **See [references/workflow.md](https://github.com/anthropics/financial-services-plugins/blob/HEAD/equity-research/skills/earnings-analysis/references/workflow.md)** for chart specifications. ### Phase 4: Report Creation (2-3 hours) Create 8-12 page DOCX report with specific structure. **See [references/report-structure.md](https://github.com/anthropics/financial-services-plugins/blob/HEAD/equity-research/skills/earnings-analysis/references/report-structure.md)** for complete page-by-page templates and formatting requirements. **High-level structure:** - Page 1: Earnings summary with rating and price target - Pages 2-3: Detailed results analysis - Pages 4-5: Key metrics & guidance - Pages 6-7: Updated investment thesis - Pages 8-10: Valuation & estimates - Pages 11-12: Appendix (optional) ### Phase 5: Quality Check & Delivery (30 minutes) Verify content, formatting, accuracy, and timeliness before delivery. **See [references/best-practices.md](https://github.com/anthropics/financial-services-plugins/blob/HEAD/equity-research/skills/earnings-analysis/references/best-practices.md)** for quality checklist and common mistakes to avoid. ## Output Specification **Primary Deliverable**: DOCX report (8-12 pages) **File Name**: `[Company]_Q[Quarter]_[Year]_Earnings_Update.docx` **Example**: `Nike_Q2_FY24_Earnings_Update.docx` **Contents:** - Page 1: Summary with rating, price target, key takeaways - Pages 2-3: Detailed results analysis - Pages 4-5: Key metrics and guidance - Pages 6-7: Updated thesis assessment - Pages 8-10: Valuation and estimates - Pages 11-12: Appendix (optional) - 8-12 embedded charts - 1-3 summary tables - Complete sources section with clickable hyperlinks **Optional Deliverable**: XLS model update (optional for earnings updates) ## Key Differences from Initiation Report Aspect Earnings Update Initiation Report **Length** 8-12 pages 30-50 pages **Words** 3,000-5,000 10,000-15,000 **Tables** 1-3 summary 12-20 comprehensive **Figures** 8-12 25-35 **Turnaround** 1-2 days 3-6 weeks **Scope** Quarterly results Complete company **Focus** What's NEW Everything **Company Background** Brief mention 6-10 pages **XLS Model** Optional Required ## Resources ### references/workflow.md Detailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation. ### references/report-structure.md Complete page-by-page templates, table formats, and formatting requirements for the DOCX report. ### references/best-practices.md Examples of good/bad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist. ## Dependencies **Required:** - Python (matplotlib, pandas, seaborn) for chart generation - DOCX skill for report creation **Optional:** - XLS skill for model updates (not required for earnings updates) Weekly Installs265Repository[anthropics/fina…-plugins](https://github.com/anthropics/financial-services-plugins)GitHub Stars6.3KFirst SeenFeb 25, 2026Security Audits[Gen Agent Trust HubPass](/anthropics/financial-services-plugins/earnings-analysis/security/agent-trust-hub)[SocketPass](/anthropics/financial-services-plugins/earnings-analysis/security/socket)[SnykWarn](/anthropics/financial-services-plugins/earnings-analysis/security/snyk)Installed oncodex260opencode260kimi-cli259gemini-cli259amp259github-copilot259 --- *Source: https://skills.yangsir.net/skill/sm-earnings-analysis* *Markdown mirror: https://skills.yangsir.net/api/skill/sm-earnings-analysis/markdown*