Every tradable US reporter in the loaded season, and the five TVME conditions per company. Runs entirely in this browser — nothing is uploaded.
Drop US_Earnings_update_<season>.csv here — several seasons at once is fine.
From C:\LUCRU\Earnings_update\outputs. One quarter or several — each stays its own quarter,
and the Season filter narrows to one. The candidates file works too.
The bar is the share above zero; the tick marks 50%. Median is the middle company, unaffected by extremes.
Share of reporters above zero on each of the five, within each group. Bars read left to right from 0 to 100%.
Each loaded quarter on its own, by the calendar quarter the result was announced in. Use the Season filter above to look at one on its own.
The five conditions. ROIC, gross margin and operating margin are compared with the same quarter a year earlier and shown in percentage points. Revenue is a percentage change. Earnings is the absolute change in earnings per share — the figure the screen itself judged. A company is a candidate when all five are above zero; a missing value counts as a fail, not a pass.
Earnings as a rate. The five conditions judge the absolute change in EPS, because a percentage is undefined when the year-ago figure was zero and arbitrary when it was near zero or of the other sign. Δ Earnings (EPS) % is offered alongside it for the aggregate, the distribution and the scatter, where a rate compares like for like with revenue — but a small base can turn a few cents into several hundred per cent, so the axis is clipped and the count of companies sitting on the border is printed beneath the chart.
Statistic. Median is the middle company and ignores outliers. Average treats every company alike, so one extreme moves it. Market-cap weighted describes the money rather than the count — in a sector with one giant it mostly describes that giant.
Quality. "EPS from: filing" means the earnings figure was checked against the SEC filing; "provider" is EODHD's own, usually adjusted. "FY ROIC" means ROIC compared whole fiscal years rather than the reported quarter. Both are worth knowing before running a full report on a name.
Sane bases only. A margin or ROIC that moves by more than 100 percentage points in a year is not a margin move — the revenue line underneath it is a token figure, which is common for holding companies and some financials. Those rows are set aside from every figure here by default; untick the box to see them. They are still in the engine's own files, and a few of them do pass all five conditions.
Everything is computed in each company's own reporting currency. The five measures are ratios and year-on-year changes, so no conversion is applied; only market cap is in dollars.