# Earnings Recap

Analyze a company's most recent (or a specified past) earnings report from Yahoo...

- Repository: https://github.com/himself65/finance-skills (3487 stars)
- Category: Business
- License: MIT
- Last updated: 2026-10-25
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add himself65/finance-skills --skill earnings-recap -g -a claude-code -y`
Codex: `npx skills add himself65/finance-skills --skill earnings-recap -g -a codex -y`
Cursor: `npx skills add himself65/finance-skills --skill earnings-recap -g -a cursor -y`
Gemini CLI: `npx skills add himself65/finance-skills --skill earnings-recap -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add himself65/finance-skills`

## Description

Analyze a company's most recent (or a specified past) earnings report from Yahoo Finance data (yfinance): actual vs estimated EPS, surprise size, revenue and margin trends, and the stock's price reaction. Use this skill whenever the user asks how earnings went, beat or miss, earnings surprise, quarterly results, the post-earnings move, or an earnings call recap, including casual references to a past report such as "AMZN reported last night" or "how did they do". For an upcoming report, use earnings-preview.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Earnings Recap Skill

If your host has not already executed the shell probes below (for example, in Codex), run the commands inside the `!` wrappers with its shell tool before choosing a setup path. Use the actual output; if shell access is unavailable, report that limitation.

Generates a post-earnings analysis using Yahoo Finance data via [yfinance](https://github.com/ranaroussi/yfinance). Covers the actual vs estimated numbers, surprise magnitude, stock price reaction, and financial context, a complete picture of what happened.

**Important**: Data is for research and educational purposes only. Not financial advice. yfinance is not affiliated with Yahoo, Inc.

---

## Step 1: Ensure yfinance Is Available

**Current environment status:**

```
!`python3 -c "exec('try:\n import yfinance\n print(\'yfinance \' + yfinance.__version__ + \' installed\')\nexcept Exception:\n print(\'YFINANCE_NOT_INSTALLED\')')"`
```

If `YFINANCE_NOT_INSTALLED`, install it:

```python
import subprocess, sys
subprocess.check_call([sys.executable, "-m", "pip", "install", "-q", "yfinance"])
```

If already installed, skip to the next step.

---

## Step 2: Identify the Ticker and Gather Data

Extract the ticker from the user's request. Fetch all relevant post-earnings data in one script.

```python
import yfinance as yf
import pandas as pd

ticker = yf.Ticker("AAPL")  # replace with actual ticker

# --- Earnings results ---
earnings_dates = ticker.get_earnings_dates(limit=12)  # report timestamps, newest first
earnings_hist = ticker.earnings_history               # last 4 quarters, indexed by fiscal quarter-end, oldest first

# --- Financial statements (about five quarters, newest first) ---
quarterly_income = ticker.quarterly_income_stmt
quarterly_cashflow = ticker.quarterly_cashflow
quarterly_balance = ticker.quarterly_balance_sheet

# --- Context ---
info = ticker.info
news = ticker.news
recommendations = ticker.recommendations
```

### What to extract

The rest: https://github.com/himself65/finance-skills/blob/HEAD/plugins/market-analysis/skills/earnings-recap/SKILL.md