earnings-analysis

earnings-analysis is a skill for Claude Code, Codex from HHFinAi/claude-equity-research-skills. It costs 187 tokens per session (5,311 once invoked), scanned A, original, MIT.

A structured method for reviewing public-company quarterly results from filings, earnings announcements, and conference-call transcripts.

In plain words
What is it for?
Use it to compare quarterly results, diagnose operational and management signals, score the quality of an earnings outcome, and decide how it affects an investment view.
Why use it?
It goes beyond saying whether results beat or missed expectations by examining what changed, why it changed, and what it means next.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to compare quarterly results, diagnose operational and management signals, score the quality of an earnings outcome, and decide how it affects an investment view.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/hhfinai/claude-equity-research-skills/earnings-analysis
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.

Any agent
npx skills add HHFinAi/claude-equity-research-skills --skill earnings-analysis
Clone the repo
git clone --depth 1 https://github.com/HHFinAi/claude-equity-research-skills

Made for: Claude Code, Codex.

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-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/earnings-analysis/github.svg)](https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/earnings-analysis)
Your own site
<a href="https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/earnings-analysis"><img src="https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/earnings-analysis/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for earnings-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/hhfinai/claude-equity-research-skills/earnings-analysis"><img src="https://agentmods.dev/badge/skills/hhfinai/claude-equity-research-skills/earnings-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 187 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 5,311 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
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 5.1 $0.00187 $0.05311
Opus 5 $0.00093 $0.02655
Sonnet 5 $0.00037 $0.01062
Haiku 4.5 $0.00019 $0.00531

Measured 12d ago against content hash c4995eff7938, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

earnings-analysis 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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (score_earnings.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

earnings-analysis/SKILL.md · 420 lines

How it starts

The opening of the file, as written. The whole thing — 420 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Earnings Analysis: Institutional-Quality Quarterly Review Framework

Overview

This skill transforms raw earnings materials (filings, releases, transcripts) into structured investment-grade analysis. It moves beyond simple beat/miss reporting to diagnose why results deviated, what matters for the forward thesis, and what action follows — the way a senior buyside analyst processes a quarter.

Philosophy: The market doesn't pay for knowing what happened. It pays for knowing what changed, whether it's repeatable, and what's mispriced. Every earnings analysis must answer: "So what? What do I do now?"

Two-part architecture. The skill is a four-layer analytical framework (Parse → Compare → Diagnose → Decide) anchored by a Python scoring engine at scripts/score_earnings.py that produces a mechanical composite verdict, flag inventory, and expectations regime classification. The scorer runs at the end of Step 2 and anchors the judgment work in Steps 3 and 4 — it is an input to the diagnosis, not a replacement for it.

Input Types & Parsing Priority

The skill handles these inputs, in priority order:

Input Type What to Extract How to Access
User-uploaded files Full filing/transcript content Read from /mnt/user-data/uploads/ using pdf-reading or file-reading skills
Earnings release / 8-K Headline KPIs, segment data, guidance, non-GAAP reconciliation Parse uploaded file or search web
10-Q / 10-K filing Revenue detail, margin breakdown, balance sheet, cash flow, MD&A Parse uploaded file or search web
Earnings call transcript Management tone, forward commentary, Q&A signals, guidance language Parse uploaded file or search web
Consensus estimates Revenue, EPS, margin expectations, whisper numbers Web search (Yahoo Finance, Visible Alpha, Seeking Alpha)
Historical quarter data Sequential and YoY comparison base Web search or user-provided

Read the full file on GitHub · 420 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 12d ago First seen · 420 lines · 187 tokens per session scan A c4995eff7938

Subscribe to this mod's changes

earnings-analysis is a skill published in the GitHub repository HHFinAi/claude-equity-research-skills (8 stars, last pushed 5mo ago), licensed MIT. It adds 187 tokens to every session and 5,311 once invoked, about $0.0009 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.

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