Skip to main content
The beat report logo with graphical swoop in front

Q3 Earnings Are In. Here Are the Takeaways — And How We Identified Them.

Download the free Beat Quarterly and join the waitlist to receive next quarter’s research as it happens.

Earnings headlines tell you what companies reported. Price tells you what the market believed.

The Beat Quarterly analyzes how every S&P 500 stock actually reacted to earnings — revealing where institutional capital is flowing and where sponsorship is fading.

Enter Your Email Address For Instant Access to the Report and to Join The Waitlist.

Beat Quarterly report cover

See Where the Market Is Quietly Building Its Next Leaders

This Beat Quarterly report covers Q3 2025 earnings and delivers a data-driven view of how the market processed new fundamental information — not just who “beat” or “missed.”

Inside the report you’ll find:

Reaction Score analysis across all S&P 500 sectors.

Proprietary charts highlighting emerging leadership and inflection points.

Beat Streak trends showing persistent institutional sponsorship.

Sector and industry deep dives: Healthcare, Materials, Energy, Pharma, Transports, and more.

Several stocks and themes highlighted in prior reports went on to become leadership names later on.

If you weren’t already on the list, you missed seeing those signals develop in real time.

Stay Ahead Next Quarter

The Beat Quarterly reflects the research process behind The Beat Report, a new earnings-driven research service launching later this quarter.

When you download this free report, you’ll also be added to the Beat Report waitlist so you can receive next quarter’s research as it happens.

Get on the list to receive serious market research.

Identify Leadership Early With Real-Time Earnings Signals

Instead of focusing on narratives, our research centers on how stocks behave before, during, and after earnings.

We use a proprietary Reaction Score framework that blends:

  • Earnings results

  • Post-report price behavior

  • Fundamental context

  • Quarter-over-quarter trend shifts

This allows us to isolate which companies and sectors the market is actively rewarding — and which ones they’re not.

Price is the final arbiter of truth.

Receive Serious Market Research