EarningsClass

📊 Earnings breakdowns
🎙️ Earnings call summaries
👨‍💼 CEO & management track records
Helping investors focus on what matters.

[EarningsClass @earnclass]

$SOFI — MANAGEMENT TRACK RECORD

Do they actually deliver what they promise? We checked the last 6 earnings calls.

📊 Hit rate: 5/5
🎯 Pattern: Beat, raise, repeat 📈

Full breakdown 👇

#Earnings #SOFI

[EarningsClass @earnclass]

$MRK keeps moving the goalposts. We tracked every promise:

📊 Hit rate: 2/5
🎯 Pattern: Moving the goalposts ⚠️

Last 6 earnings calls — full breakdown 👇

#Earnings #MRK

[EarningsClass @earnclass]

Franklin Resources, Inc. $BEN — Q3 FY2026 Results 📊

🟢 DOUBLE BEAT

"Assets under management grew to a record $1.8 trillion."

#Earnings #BEN

[EarningsClass @earnclass]

Colgate-Palmolive Company $CL — Q2 FY2026 Results 📊

🟡 Revenue Miss, EPS Beat

Colgate beats on EPS and raises gross margin + EPS guidance, but North America sales fell 3% and GAAP operating profit dropped 6% on restructuring charges.

#Earnings #CL

[EarningsClass @earnclass]

$CAT keeps raising the bar — and clearing it. The receipts:

📊 Hit rate: 4/5
🎯 Pattern: Beat, raise, repeat 📈

Last 6 earnings calls — full breakdown 👇

#Earnings #CAT

[EarningsClass @earnclass]

AbbVie Inc. $ABBV — Q2 FY2026 Results 📊

🔴 DOUBLE MISS

Skyrizi+Rinvoq together hit $8B in a single quarter, fully replacing Humira's lost revenue and then some.

#Earnings #ABBV

[EarningsClass @earnclass]

Federal Realty Investment Trust $FRT — Q2 FY2026 Results 📊

🟡 Revenue Miss, EPS Beat

FRT posts all-time leasing volume record — 819K sq ft signed in Q2 with 15% cash rent spreads, as Core FFO/share rises 6.8% YoY.

#Earnings #FRT

[EarningsClass @earnclass]

Dominion Energy, Inc. $D — Q2 FY2026 Results 📊

🟢 DOUBLE BEAT

Dominion Energy's operating EPS beat estimates by ~15%, but $704M in asset impairments crushed GAAP earnings and guidance was only reaffirmed.

#Earnings #D

[EarningsClass @earnclass]

Cboe Global Markets, Inc. $CBOE — Q2 FY2026 Results 📊

🟢 Revenue In-Line, EPS In-Line

"We're investing in opportunities that will define Cboe's future."

#Earnings #CBOE

[EarningsClass @earnclass]

@wallstengine https://t.co/nv5z7VBoKw

[EarningsClass @earnclass]

$LIN — did management deliver what they promised?

📊 Hit rate: 4/5
🎯 Pattern: UNDER-PROMISE / BEAT-AND-RAISE

Last 6 earnings calls — full breakdown 👇

#Earnings #LIN

[EarningsClass @earnclass]

@LiveSquawk https://t.co/nv5z7VBoKw

[EarningsClass @earnclass]

$LIN — did management deliver what they promised?

📊 Hit rate: 4/5
🎯 Pattern: UNDER-PROMISE / BEAT-AND-RAISE

Last 6 earnings calls — full breakdown 👇

#Earnings #LIN

[EarningsClass @earnclass]

@LiveSquawk https://t.co/AnWIB9M4qd

[EarningsClass @earnclass]

Linde plc $LIN — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Linde posts record sales & $8.1B backlog, but adjusted EPS narrowly misses consensus — MIXED quarter with strong underlying fundamentals.

#Earnings #LIN

[EarningsClass @earnclass]

@wallstengine https://t.co/AnWIB9M4qd

[EarningsClass @earnclass]

Linde plc $LIN — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Linde posts record sales & $8.1B backlog, but adjusted EPS narrowly misses consensus — MIXED quarter with strong underlying fundamentals.

#Earnings #LIN

[EarningsClass @earnclass]

Linde plc $LIN — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Linde posts record sales & $8.1B backlog, but adjusted EPS narrowly misses consensus — MIXED quarter with strong underlying fundamentals.

#Earnings #LIN

[EarningsClass @earnclass]

@AIStockSavvy https://t.co/aLDSk8OTd2

[EarningsClass @earnclass]

Moderna, Inc. $MRNA — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Moderna's norovirus vaccine missed interim success criteria — a key pipeline setback overshadowing a marginal revenue beat.

#Earnings #MRNA

[EarningsClass @earnclass]

@wallstengine https://t.co/aLDSk8OTd2

[EarningsClass @earnclass]

Moderna, Inc. $MRNA — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Moderna's norovirus vaccine missed interim success criteria — a key pipeline setback overshadowing a marginal revenue beat.

#Earnings #MRNA

[EarningsClass @earnclass]

@LiveSquawk https://t.co/0tUjCjcPyG

[EarningsClass @earnclass]

Moderna, Inc. $MRNA — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Moderna's norovirus vaccine missed interim success criteria — a key pipeline setback overshadowing a marginal revenue beat.

#Earnings #MRNA

[EarningsClass @earnclass]

@earnings_guy https://t.co/0tUjCjcPyG

[EarningsClass @earnclass]

Moderna, Inc. $MRNA — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Moderna's norovirus vaccine missed interim success criteria — a key pipeline setback overshadowing a marginal revenue beat.

#Earnings #MRNA

[EarningsClass @earnclass]

T. Rowe Price Group, Inc. $TROW — Q2 FY2026 Results 📊

🟡 Revenue Miss, EPS Beat

Record $1.9T AUM milestone, but net outflows persist and fee rates keep compressing — TROW's growth story remains a work in progress.

#Earnings #TROW

[EarningsClass @earnclass]

Moderna, Inc. $MRNA — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

Moderna's norovirus vaccine missed interim success criteria — a key pipeline setback overshadowing a marginal revenue beat.

#Earnings #MRNA

[EarningsClass @earnclass]

Church & Dwight Co., Inc. $CHD — Q2 FY2026 Results 📊

🟡 Revenue Beat, EPS Miss

"Our power brands continued to perform exceptionally well in a challenging macroeconomic environment."

#Earnings #CHD