earnings-model

earnings-model is a command for coding agents from brainbytes-dev/everything-claude-finance. It costs 9 tokens per session (1,493 once invoked), scanned A, original, MIT.

A company earnings-modeling tool for estimating revenue, profit margins, earnings per share, and the factors that drive them. It compares those estimates with market consensus and models bull, base, and bear cases.

In plain words
What is it for?
Use it before earnings releases, when starting coverage of a stock, after results for model updates, to assess surprise potential, analyse revenue and margin trends, or prepare investor materials.
Why use it?
It helps investors identify where their expectations differ from other analysts and test how changes in revenue, costs, taxes, or share count affect results.

Command

Part of the everything-claude-finance plugin — 13 skills, 22 commands, 20 agents shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add commands/brainbytes-dev/everything-claude-finance/earnings-model
Clone the repo
git clone --depth 1 https://github.com/brainbytes-dev/everything-claude-finance

Or install everything-claude-finance, the plugin that ships this one along with the rest of its 13 skills, 22 commands, 20 agents.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for earnings-model

README.md
[![agentmods](https://agentmods.dev/badge/commands/brainbytes-dev/everything-claude-finance/earnings-model.svg)](https://agentmods.dev/commands/brainbytes-dev/everything-claude-finance/earnings-model)
Your own site
<a href="https://agentmods.dev/commands/brainbytes-dev/everything-claude-finance/earnings-model"><img src="https://agentmods.dev/badge/commands/brainbytes-dev/everything-claude-finance/earnings-model.svg" alt="Measured on agentmods" height="20"></a>
Per session 9 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,493 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00009 $0.01493
Opus 5 $0.00005 $0.00746
Sonnet 5 $0.00002 $0.00299
Haiku 4.5 $0.00001 $0.00149

Measured 4d ago against content hash e20f8166b1e7, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

earnings-model scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 4d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

commands/earnings-model.md · 124 lines

How it starts

The opening of the file, as written. The whole thing — 124 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/earnings-model — Build Earnings Model

What This Command Does

Constructs a detailed earnings model for a public or pre-IPO company with revenue segment build-up, margin analysis, EPS estimates, and comparison to consensus expectations. Identifies key earnings drivers and models upside/downside scenarios relative to market expectations.

When to Use

  • Pre-earnings analysis and estimate revision
  • Initiating coverage on a new stock
  • Quarterly model updates after earnings release
  • Identifying earnings surprise potential
  • Revenue and margin trend analysis
  • Investor presentation preparation

How It Works

  1. Revenue Build-Up: Segment-level revenue modeling with volume/price/mix decomposition
  2. Margin Framework: Gross margin bridge, operating leverage analysis, cost structure mapping
  3. Below-the-Line: Interest, tax rate, share count (diluted), non-recurring items
  4. EPS Calculation: GAAP and adjusted EPS with clear reconciliation
  5. Consensus Comparison: Maps estimates against street consensus, identifies variance drivers
  6. Scenario Matrix: Bull/base/bear cases with probability weighting

Example Usage

Input:

/earnings-model company:"CloudMetrics Inc (CMET)" depth:standard periods:"8 quarters"

Output:

# Earnings Model — CloudMetrics Inc. (CMET)
## Model Depth: Standard | Periods: Q1'26–Q4'27 | Currency: USD

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## Revenue Model — Segment Build-Up
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

| USD M         | Q1'26E| Q2'26E| Q3'26E| Q4'26E| FY26E | FY27E  |
|---------------|-------|-------|-------|-------|-------|--------|
| SaaS ARR      | 142   | 150   | 159   | 168   | 619   | 780    |
| Growth YoY    | 28%   | 26%   | 25%   | 24%   | 26%   | 26%    |
| Services      | 18    | 19    | 20    | 22    | 79    | 95     |
| Growth YoY    | 12%   | 10%   | 11%   | 15%   | 12%   | 20%    |
| **Total Rev** |**160**|**169**|**179**|**190**|**698**|**875** |
| **Growth**    |**26%**|**24%**|**23%**|**23%**|**24%**|**25%** |

Key driver: Net revenue retention 118% (assumption: stable, slight expansion)
New logo adds: ~120/quarter (stable pipeline)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## P&L Model
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

| USD M              | FY25A | FY26E  | FY27E  | YoY Δ |
|--------------------|-------|--------|--------|-------|
| Revenue            | 563   | 698    | 875    | +25%  |
| Gross Profit       | 410   | 523    | 672    |       |
| Gross Margin       | 72.8% | 74.9%  | 76.8%  | +190bp|
| S&M                | (186) | (216)  | (253)  |       |
| R&D                | (124) | (146)  | (175)  |       |
| G&A                | (52)  | (59)   | (70)   |       |
| **Operating Income**|**48**|**102** |**174** |       |
| Op. Margin         | 8.5%  | 14.6%  | 19.9%  | +530bp|
| Interest (net)     | (5)   | (3)    | (1)    |       |
| Tax (22%)          | (9)   | (22)   | (38)   |       |
| **Net Income**     |**34** |**77**  |**135** |       |

| Per Share           | FY25A | FY26E  | FY27E  |
|---------------------|-------|--------|--------|
| Diluted shares (M)  | 210   | 215    | 218    |
| GAAP EPS             | $0.16 | $0.36  | $0.62  |
| SBC adjustment       | $0.28 | $0.25  | $0.23  |
| **Adjusted EPS**     |**$0.44**|**$0.61**|**$0.85**|

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## vs. Consensus
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

| Metric        | Our Est. | Consensus | Delta  | Likely Driver          |
|---------------|----------|-----------|--------|------------------------|
| FY26 Revenue  | $698M    | $685M     | +1.9%  | Higher NRR assumption  |
| FY26 Adj. EPS | $0.61    | $0.57     | +7.0%  | Better op. leverage    |
| FY27 Revenue  | $875M    | $852M     | +2.7%  | Services acceleration  |
| FY27 Adj. EPS | $0.85    | $0.78     | +9.0%  | Margin expansion       |

Conclusion: Street underestimates operating leverage. Positive surprise likely.

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## Scenario Analysis
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

| Scenario | FY26 Rev | FY26 EPS | Probability | Key Assumption         |
|----------|----------|----------|-------------|------------------------|
| Bull     | $720M    | $0.68    | 25%         | NRR > 120%, faster wins|
| Base     | $698M    | $0.61    | 55%         | NRR 118%, steady growth|
| Bear     | $665M    | $0.48    | 20%         | NRR drops to 112%, churn|

Probability-weighted EPS: $0.60

Read the full file on GitHub · 124 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 4d ago First seen · 124 lines · 9 tokens per session scan A e20f8166b1e7

Subscribe to this mod's changes

earnings-model is a command published in the GitHub repository brainbytes-dev/everything-claude-finance (5 stars, last pushed 5mo ago), licensed MIT. It adds 9 tokens to every session and 1,493 once invoked, about $0.0000 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.