earnings-recap

Earnings Recap - Stock Earnings Report Analysis Tool

Skill Overview

Earnings Recap is an earnings-report analysis tool based on Yahoo Finance data. It quickly retrieves the latest earnings data for any stock, checks whether EPS beat expectations, and shows how the stock price reacted after the earnings were released.

Use Cases

1. Quickly Check Earnings Results

When you want to understand how a particular stock’s latest earnings performed—e.g., “How did AAPL’s latest earnings turn out?” or “Did Tesla beat the earnings?”—this skill fetches in one step the comparison between the actual EPS and the expected EPS, the surprise percentage, and the year-over-year revenue growth.

2. Analyze the Stock Price Reaction to Earnings

After earnings are released, the stock price typically reacts immediately. This skill calculates the percentage change in the stock price on earnings day or the following day, helping you gauge the market’s actual view of the report—even if the earnings look strong, a drop in the stock price may indicate expectations were too high.

3. Compare Quarterly Financial Trends

By presenting key financial metrics from the past four quarters (revenue, gross margin, operating margin, EPS), you can quickly determine whether a company’s financial condition is consistently improving or gradually worsening—an important reference for long-term investment decisions.

Core Features

1. Automatically Retrieve Earnings Data

Using the yfinance library to pull the latest earnings history data from Yahoo Finance, including the expected EPS, actual EPS, the difference, and the surprise percentage. It also retrieves quarterly financial statements (income statement, cash flow statement, balance sheet).

2. Calculate the Magnitude of the Price Reaction

The system automatically identifies the earnings release date and calculates how much the stock price changed before and after the report. It intelligently determines whether the earnings were released before the market opened or after the close to capture the market’s true reaction.

3. Generate a Structured Earnings Report

Outputs a complete report containing:

A headline-style summary (EPS beat/miss, revenue growth, price reaction)

A detailed data comparison table

A quarterly trend table (four quarters)

Earnings-related price reaction analysis

Commentary on changes in the company’s financial condition

Frequently Asked Questions

How can I get a stock’s earnings data?

Just provide the stock ticker (e.g., AAPL, TSLA, NVDA). The skill will automatically recognize the ticker and retrieve the latest earnings data from Yahoo Finance. Supported stocks include all publicly listed companies that have earnings data on Yahoo Finance.

How is the stock price reaction after earnings calculated?

The system retrieves about five trading days of price data before and after the earnings date, and calculates the percentage change from the close of the last trading day before earnings to the close of the first trading day after earnings. If earnings are released pre-market, the reaction is reflected in that day’s closing price; if released after-market, the reaction is reflected in the next day’s opening price.

Is the tool’s data accurate?

The data comes from Yahoo Finance and is retrieved via the yfinance Python library. This is a widely used free data source in the industry, but there may be delays or errors. Before making important decisions, it’s recommended to cross-verify with the company’s official earnings reports or a paid financial data source.

Notes

The data provided by this tool is for reference only and does not constitute investment advice. Stock price reactions are influenced by many factors, and earnings are only one of them. When using the tool, please make an overall judgment by combining the company’s fundamentals, industry trends, and market conditions.