earnings-analysis

Produces professional equity research earnings update reports for companies already under analyst coverage, following institutional formatting conventions associated with firms like JPMorgan, Goldman Sachs, and Morgan Stanley. The deliverable is a fast-turnaround document of 8-12 pages and roughly 3,000-5,000 words, built around what is new since the last report: beat/miss analysis, updated estimates, and any change to the investment thesis. Reports include 1-3 summary tables (not comprehensive financial statements) and 8-12 charts covering quarterly revenue, EPS, margin trends, segment breakdowns, and estimate revisions, typeset in Times New Roman and delivered as a DOCX file.

The workflow runs through five phases: data collection, analysis, chart generation, report creation, and a final quality check, targeting publication within 24-48 hours of an earnings release. A recurring emphasis is timeliness and accuracy of source data. Because training data can be stale, the skill instructs the writer to check the current date, search for the latest earnings, and verify that the release and transcript dates fall within the last three months before proceeding.

Citation discipline is mandatory: every figure and table must carry a specific source with a clickable hyperlink, SEC filings link to the EDGAR viewer, and the report ends with a full sources section listing earnings releases, 10-Q filings, call transcripts, investor presentations, and consensus estimate providers. Use it for quarterly or post-earnings updates on covered names; it is explicitly not intended for initiation reports, flash notes or quick takes, or companies that are not yet under coverage.