---
name: Recent Quarter Performance
slug: recent-quarter-performance
category: Data
description: Recent Quarter Performance analyzes the most recent fiscal quarter for a ticker using XBRL facts, earnings calendar data, and transcript references. Use it to review revenue, EPS, margins, and sequential growth versus consensus and prior periods.
github: "https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter"
language: Python
stars: 203
forks: 16
install: "npx degit https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter ~/.claude/skills/recent-quarter"
installs_to: ~/.claude/skills/recent-quarter
source_path: plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter/SKILL.md
collection_size: 21
category_size: 762
collection_url: "https://dirskills.com/collections/agentii-ai/agentii-investment-intelligence"
added: 2026-09-05T05:29:50.069Z
last_synced: 2026-09-05T05:29:50.069Z
canonical_url: "https://dirskills.com/skills/recent-quarter-performance"
---

# Recent Quarter Performance

Recent Quarter Performance analyzes the most recent fiscal quarter for a ticker using XBRL facts, earnings calendar data, and transcript references. Use it to review revenue, EPS, margins, and sequential growth versus consensus and prior periods.

**Install:**

```bash
npx degit https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/agent-plugins/agentii-equity-agent/skills/agentii/recent-quarter ~/.claude/skills/recent-quarter
```

## README

# Recent Quarter Performance

## Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace `style.md` override, memory load, and coverage check. See `contracts/preflight.md`.

Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md`.
## Triggers

- analyze recent quarter performance for {ticker}
- quarterly earnings review for {ticker}
- last quarter results {ticker}
- quarterly financial performance {ticker}
- analyze {ticker} recent quarter
- {ticker} Q4 earnings
- {ticker} quarterly revenue breakdown
- EPS this quarter {ticker}
- margin analysis recent quarter {ticker}
- sequential growth {ticker}

## Defaults

| Parameter | Default | Notes |
|-----------|---------|-------|
| lookback_quarters | 1 | Single most-recent quarter |
| include_sequential | true | Show QoQ growth rates |

## Methodology

### 1. Retrieval Scope

This skill performs **structured data retrieval** (XBRL facts + earnings calendar) plus earnings call transcript document search (`search_documents(form_type="earnings_call_transcript")` → `read_source_pages`) to cross-reference management's call commentary against the reported quarter. Business-model structural analysis is handled by `/agentii:business-model` . This skill is TEMPORAL/QUANTITATIVE .

### 2. Retrieval Strategy

1. ** Pre-flight (mandatory)**: `get_company_fiscal_calendar/{ticker}` then `get_ticker_coverage/{ticker}`. Route based on coverage.
2. **XBRL retrieval**: `search_xbrl_facts(ticker, concept=["Revenues","GrossProfit","OperatingIncomeLoss","NetIncomeLoss","EarningsPerShareDiluted"], fiscal_year=[latest])` — returns `is_primary: true` rows by default.
3. **Earnings calendar**: `search_earnings_calendar(ticker, fiscal_year=[latest, latest-1])` — returns EPS actual/estimate/surprise. Use `get_company_fiscal_calendar` for fiscal period orientation, NOT `search_earnings_calendar` .
4. **Consolidated P&L**: `get_company_financials/{ticker}` returns IS/BS/CF highlights with XBRL data.

### 3. Temporal Scope

Default: 1 fiscal quarter (max 4). This skill is a temporal snapshot of the most recent quarter's financial performance.

### 4. Tool Allowlist

See frontmatter `allowed_tools`. `search_xbrl_facts` is the primary data source for consolidated P&L metrics; `search_earnings_calendar` provides EPS actuals, estimates, and surprise data; `get_company_fiscal_calendar` resolves fiscal period orientation; `search_documents(form_type="earnings_call_transcript")` + `read_source_pages` cross-reference management commentary. Deep structural analysis belongs to `/agentii:business-model` .

### 5. Protocol

1. **Pre-retrieval**: call `get_company_fiscal_calendar/{ticker}` to resolve fiscal period format, then `get_ticker_coverage/{ticker}` .
2. **XBRL retrieval**: `search_xbrl_facts(ticker, concept=["Revenues","GrossProfit","OperatingIncomeLoss","NetIncomeLoss","EarningsPerShareDiluted"], fiscal_year=[latest])` — returns `is_primary: true` rows by default.
3. **Earnings calendar**: `search_earnings_calendar(ticker, fiscal_year=[latest, latest-1])` for EPS actuals, estimates, and surprise percentages.
4. **Financial highlights**: `get_company_financials/{ticker}` for IS/BS/CF summary data.
5. **Output**: produce P&L progression table with QoQ and YoY growth rates, margin trend chart data, and earnings-vs-consensus comparison.

## Modes (5 — temporal / quantitative)

**This skill is temporal/quantitative ONLY.** Structural analysis (business model classification, product-line decomposition, channel analysis) belongs to `/agentii:business-model` . Modes below focus on quarterly P&L data, growth rates, margins, and earnings vs. consensus.

### Analyst Modes

This skill exposes addressable analysis modes (`--mode=<slug>` / `--modes=<s1>,<s2>` / `--mode=all`; see [Mode syntax](../../../../docs/commands/MODE_SYNTAX.md)). The full mode definitions and their output templates live in `references/modes.md`. The default invocation runs the essentials subset.

## Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in `references/tool-fallbacks.md`.

## Output File

Write the final deliverable to `{ticker}/{YYYY-MM-DD_HHMM}_recent-quarter_{affix}.md` . Example affixes: `consolidated-p-and-l`, `margin-trends`, `earnings-vs-consensus`.

## Output Structure

The deliverable is a structured markdown report written to the path in `## Output File`. Full section-by-section template (headings, tables, and field definitions) lives in `references/output-structure.md`. Required elements:

1. **Executive Summary** — headline conclusions (≤200 words).
2. **Core analysis sections** — per this skill's methodology and analyst modes.
3. **Data classification** — tag findings `[FACT]` / `[DEDUCTED]` / `[VIEW]` per `contracts/snapshot-synthesis.md`.
4. **Coverage Gaps & Citations** — inline `/v/` citations are PRIMARY (immediately after each fact); the bottom **Citations** section is a non-duplicative roll-up index.
5. **Output frontmatter** — emit the FR-090 structured block per `contracts/output-frontmatter-schema.md`.

**Citations & memory**: follow `contracts/citation-and-memory.md` — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link; a bottom **Citations** section provides a non-duplicative roll-up index; the closing TUI reply includes a compact **Key Citations** list (headline 5–10 facts) of clickable `/v/` URLs; and append the run to `agentii.md` per `contracts/agentii-md-schema.md`.

## Memory & Snapshot

- **Memory load** (pre-flight): load prior workspace context for the ticker before retrieval — see `contracts/memory-load.md`.
- **Structured output frontmatter**: emit the FR-090 block (`key_metrics`, `conclusions`, `facts_count`, `deducted_count`, `views_count`, `citation_count`) per `contracts/output-frontmatter-schema.md`.
- **Snapshot synthesis**: after writing the deliverable, update the two-tier snapshot and classify findings as `[FACT]`/`[DEDUCTED]`/`[VIEW]` — see `contracts/snapshot-synthesis.md`.
- **Session archival**: record the run under `sessions/{YYYY-MM-DD}/` and update `sessions/INDEX.md` per `contracts/session-format.md`.

## Final Summary (TUI)

End the closing chat reply with a compact **Key Citations** list (headline 5–10 facts), each a clickable `https://agentii.ai/v/{ticker}/{citation_id}/{N}` link, so the user can cmd+click straight to the exact SEC page. See `contracts/citation-and-memory.md`.

## Error Handling

| Failure Mode | Detection | Action | User-Facing Message |
|-------------|-----------|--------|---------------------|
| Missing data | Data API returns empty result set | Widen date range and retry once | "No data available for {ticker} in requested window." |
| Partial data | Data API returns <80% expected records | Proceed with coverage gaps section | "Analysis based on partial data; see Coverage Gaps section." |
| MCP unreachable | Preflight probe fails | Halt with actionable error | "agentii data plane unreachable; check connection." |

**Ownership & insider signals**: `search_institutional_holdings` (top-10 holders + whale portfolios, `direction=accumulating|reducing|new|exited`) and `search_insider_trades` (Form-4 transactions with SEC URLs) are available as signal inputs.