Behind the Numbers

Detecting earnings shenanigans since 1988. Tweets are not investment advice.

[Behind the Numbers @PeekBTN]

Contract Costs and Earnings Quality (free):

https://t.co/3sRhaoSyyz

[Behind the Numbers @PeekBTN]

Contract costs are one of the quieter levers in earnings quality - and one of the easiest to miss.

[Behind the Numbers @PeekBTN]

We just published a free explainer walking through how this works, why it matters for earnings quality, and which ratios analysts typically monitor.

[Behind the Numbers @PeekBTN]

The full Behind the Qs and Ks issue (paid) walks through the specific signals we flagged and why they stood out relative to each company’s recent operating and earnings profile.

https://t.co/mifUHfAYuf

[Behind the Numbers @PeekBTN]

Our Behind the Qs and Ks feature is where we surface early, filing-based accounting signals before a company has undergone a full forensic review.

[Behind the Numbers @PeekBTN]

When a pattern survives both steps and remains unexplained or economically meaningful, it earns a place on our radar.

[Behind the Numbers @PeekBTN]

We’ve centralized recent filing digests and links to the underlying work here:
https://t.co/24aw4wbBLc

[Behind the Numbers @PeekBTN]

Ahead of earnings season, we’ve started publishing brief, filing-based earnings quality digests drawn from our institutional research.

[Behind the Numbers @PeekBTN]

These are not conclusions or investment recommendations, but together they complicate the assessment of earnings quality.

[Herb Greenberg @herbgreenberg]

With earnings season about to hit, who will and won’t use the cover of tariffs to sweep whatever is under the rug out the door? And for some, will it even matter? My latest… https://t.co/t4MLvShY9W cc @PeekBTN