fsi-command-earnings

name	fsi-command-earnings
description	Use when financial-services work requires analyze quarterly earnings and create an earnings update report.
version	0.1.0
author	Changhochien
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["command","earnings","equity-research","financial-services"],"related_skills":[]}}

FSI Command: /earnings

Overview

This is the Hermes profile equivalent of the original Cowork slash command /earnings from equity-research. Invoke it explicitly with /skill fsi-command-earnings or ask in natural language for this workflow.

When to Use

• Use when the user asks for /earnings or a earnings financial-services workflow.
• Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

Earnings Analysis Command

Create a professional equity research earnings update report analyzing quarterly results.

Workflow

Step 1: Gather Information

Parse the input for:

• Company name or ticker
• Quarter (e.g., Q3 2024, Q2 FY25)

If not provided, ask:

• "What company's earnings would you like to analyze?"
• "Which quarter? (e.g., Q3 2024)"

Step 2: Verify Timeliness

CRITICAL: Before proceeding, verify you have the latest data:

1. Search for "[Company] latest earnings results [current year]"
2. Verify the earnings release is within the last 3 months
3. Confirm transcript date matches release date

If data is stale, inform the user and search for the latest.

Step 3: Load Earnings Analysis Skill

Use skill: "earnings-analysis" to create the report:

1. Data Collection (search for latest):

   • Earnings release (press release)
   • 10-Q filing from SEC EDGAR
   • Earnings call transcript
   • Investor presentation/supplemental materials
   • Consensus estimates (Bloomberg/FactSet)

2. Beat/Miss Analysis:

   • Revenue vs consensus: Beat/Miss by $X or X%
   • EPS vs consensus: Beat/Miss by $X or X%
   • Key segment performance vs expectations
   • Explain WHY results differed

3. Key Metrics Analysis:

   • Revenue breakdown by segment/geography
   • Margin trends (gross, operating, net)
   • Guidance: raised/maintained/lowered
   • Updated forward estimates

4. Generate Charts (8-12):

   • Quarterly revenue progression
   • Quarterly EPS progression
   • Margin trends
   • Revenue by segment
   • Beat/miss summary
   • Estimate revisions
   • Valuation charts

5. Create Report (8-12 pages):

   • Page 1: Summary with rating and price target
   • Pages 2-3: Detailed results analysis
   • Pages 4-5: Key metrics & guidance
   • Pages 6-7: Updated investment thesis
   • Pages 8-10: Valuation & estimates
   • Sources section with clickable hyperlinks

Step 4: Deliver Output

Provide:

1. DOCX report - 8-12 page earnings update
2. Summary highlighting:
   • Beat/miss on key metrics
   • Guidance changes
   • Thesis impact (positive/negative/neutral)

Report Structure Reference

PAGE 1: EARNINGS SUMMARY
┌─────────────────────────────────────────────────────────────────┐
│ [Company] Q3 2024 Earnings Update                               │
│ Rating: BUY | Price Target: $XXX (from $XXX)                    │
├─────────────────────────────────────────────────────────────────┤
│ KEY TAKEAWAYS                                                   │
│ • Revenue beat by X% on strong [segment] performance            │
│ • EPS beat by $X.XX driven by margin expansion                  │
│ • FY guidance raised to $X.XX-$X.XX (from $X.XX-$X.XX)         │
│ • Thesis intact; maintain BUY rating                            │
├─────────────────────────────────────────────────────────────────┤
│ RESULTS SNAPSHOT                                                │
│ ┌─────────────┬──────────┬──────────┬──────────┐               │
│ │ Metric      │ Actual   │ Consensus│ Beat/Miss│               │
│ │ Revenue     │ $X.XXB   │ $X.XXB   │ +X.X%    │               │
│ │ EPS         │ $X.XX    │ $X.XX    │ +$X.XX   │               │
│ │ Gross Margin│ XX.X%    │ XX.X%    │ +XXbps   │               │
│ └─────────────┴──────────┴──────────┴──────────┘               │
└─────────────────────────────────────────────────────────────────┘

PAGES 2-3: DETAILED RESULTS
- Segment-by-segment analysis
- Geographic breakdown
- Key drivers of beat/miss

PAGES 4-5: METRICS & GUIDANCE
- Margin analysis
- Full-year guidance comparison
- Updated quarterly estimates

PAGES 6-7: THESIS UPDATE
- What's changed
- Risks and catalysts
- Investment recommendation

PAGES 8-10: VALUATION
- Updated DCF/comps if material
- Price target justification
- Scenario analysis

SOURCES SECTION (with clickable hyperlinks):
- Earnings Release: [hyperlink]
- Form 10-Q: [EDGAR hyperlink]
- Earnings Call Transcript: [hyperlink]
- Consensus estimates: Bloomberg as of [date]

Quality Checklist

Before delivery:

• Earnings data is from latest quarter (not stale)
• Beat/miss quantified with specific numbers
• All charts embedded (8-12 total)
• Sources section with clickable hyperlinks
• Every figure/table has source citation
• Guidance changes clearly documented
• Rating and price target stated upfront
• 8-12 pages, 3,000-5,000 words

Hermes Invocation

• Explicit: /skill fsi-command-earnings
• Natural language: “Use the earnings command workflow for ...”

Verification Checklist

• The command intent, inputs, and output format are confirmed.
• The output cites sources or clearly labels assumptions.
• The final artifact is marked draft / for human review when appropriate.