Official FactSet AI Partner

Solutions / Hedge Funds & Public Equity

The teardown is done before the call ends.

Earnings teardowns, screens, and thesis decks in one workspace, built on live FactSet data, with actuals checked against consensus and every figure traced to its filing. Analysts move faster on print day, and the work holds up at the morning meeting.

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Solstice Semiconductor · SLST-US
3 workflows·ACTIVE·slst@names.arcalabs.ai
Add workflow
Workbench Deal Log Editor Explorer
Q3 FY26 print vs consensus
Tear down the Q3 print against consensus and rebuild the guide bridge.
Used 4 tools · 11s Thinking…
Search files · SLST_10Q_Q3FY26.pdf1.2s
FactSet · SLST-US consensus1.9s
Read file · SLST_Model.xlsx3.1s
Write file · SLST_Q3_Surprise.xlsx4.8s
Torn down. Consensus was $1.42; the print is $1.55. $0.08 of the beat is revenue, $0.05 is gross margin — no below-the-line help. Guide midpoint moves up $0.06, less than the beat. Saved as SLST_Q3_Surprise.xlsx.
Excel
SLST_Q3_Surprise.xlsx
Excel · 28 KB
v1
Reply to add a follow-up that sends when this finishes
ExcelSLST_Model.xlsx ExcelSLST_Q3_Surprise.xlsxv1
SLST-US · Q3 FY26
Consensus to Reported EPS
Q3 FY26 surprise attribution · $ per share
$1.42Consensus
+$0.08Revenue
+$0.05Gross margin
$1.55Reported
Every figure traced to its source · Adjusted EPS per your definitions
SurpriseInputsSources
Files
01 — Filings
SLST_10Q_Q3FY26.pdf
02 — Model
ExcelSLST_Model.xlsxv4
ExcelSLST_Q3_Surprise.xlsxv1
PowerPointThesis_Update.pptxv4
Definitions
Adjusted EPS
SBC Treatment
Segment Definition
Emails3
Q3 call — question queued
Channel checks, distributors
Workflows2
Earnings-day teardownDaily
Coverage screenWeekly
Every figure traced to the source Source: FactSet · pulled 16:12 ET

From the print to the morning meeting, in one workspace.

The challenge

The print lands and the clock starts.

On earnings day, every handoff between FactSet, the transcript, the 10-Q, your model, and the deck is a chance to fat-finger a number. ArcaLabs collapses that scramble into one surface and keeps every figure tied to its source.

Earnings-day teardown 13 of the 22 names you cover print this week Last run succeeded · 16h ago Schedule Every weekday at 16:30 America/New_York 30 16 * * 1-5 America/New_York
MON24 AUG3 prints HLCN-US NRTH-US VYPR-US
TUE25 AUG2 prints AURX-US KSTL-US
WED26 AUG3 prints CMBR-US16:00 ET SLST-US16:12 ET TALM-US16:20 ET Three of your names print inside twenty minutes.
THU27 AUG3 prints ORYX-US PLTA-US VNTA-US
FRI28 AUG2 prints DELM-US ZEPH-US
Fires unattended on each close · every figure it writes cited to the release and the 10-Q
07:09Actual versus estimate

Actual versus estimate, the moment it prints.

Point the agent at a name and it lines the reported quarter against FactSet consensus — revenue down to EPS, the surprise on every line, and the beat attributed to whatever actually caused it. Every number opens to the press release, 10-Q, or FactSet record. It is an agent-built workflow on your template, not a black box.

Solstice Semiconductor · SLST-US Q3 FY26 · reported versus FactSet consensus Consensus as of 16:05 ET · FactSet
Metric ($M, except per share)ReportedConsensusSurprise
Revenue Reported2,684.0 Cons2,642.0 +1.6%
Gross profit Reported1,594.0 Cons1,553.9 +2.6%
Gross margin Reported59.4% Cons58.8% +60 bps
Operating expenses Reported(1,116.0) Cons(1,116.0) In line
Operating income Reported478.0 Cons437.9 +9.2%
Adjusted EPS Reported1.55 Cons1.42 +9.2%

Beat of $0.13 — $0.08 revenue, $0.05 gross margin, nothing below the line. The FY26 guide midpoint moved to $6.16, a $0.06 raise: the year went up by less than the quarter did.

Every reported figure cited to the Q3 release and the 10-Q
07:18Every number checked

Every number opens to its source.

Click the flag on any cited cell and the source opens in app, scrolled to the exact figure in the 10-Q, transcript, or FactSet record. Mark each reviewed and carry that state across model versions. No download, no second tab.

Gross margin held at 59.4% on revenue of $2,684.0M1 citation for the quarter. SLST_Model.xlsx Income Statement!B8 2,684.0
Audit · Solstice Semiconductor 10-Q (Q3 FY2026) Income Statement · B8 · Revenue 1 of 14 SEC.gov
Citations (14) 54 reviewed
  • B8 · Revenue$2,684.0M10-Q for 3Q26
  • C8 · Cost of revenue$1,090.0M10-Q for 3Q26
  • B22 · Adj. EBITDA margin21.4%Mgmt call · 3Q26 transcript
  • B9 · Operating expenses$1,116.0M10-Q for 3Q26
  • B14 · Gross profit$1,594.0M10-Q for 3Q26
  • F30 · Net debt$4,820.0M10-K for FY25
Value $2,684.0M Mark reviewedReviewed
Opened to the exhibit — $2,684.0M is the Revenue line for the August 2, 2026 column, read off the statement, not the commentary.
SOLSTICE SEMICONDUCTOR, INC.
FORM 10-Q — QUARTERLY PERIOD ENDED 2 AUGUST 2026
Item 1. Financial Statements
Condensed Consolidated Statements of Income3 Condensed Consolidated Balance Sheets4 Condensed Consolidated Statements of Cash Flows5 Notes to the Financial Statements6
Condensed Consolidated Statements of Income
(In millions, unaudited)
Three Months Ended
August 2, 2026August 3, 2025
Revenue2,6842,310
Cost of revenue1,090989
Gross profit1,5941,321
Operating expenses1,116985
Operating income478336

See accompanying notes to the financial statements.

10-Q for 3Q26$2,684.0M Prev Next Finish audit
07:31The read-across

A screen you can actually defend.

Describe the universe in plain language and the agent builds a screen over FactSet fundamentals, estimates, and prices, returning a ranked, cited table you can open name by name. Because it is a workflow, you can rerun it, tighten filters, and schedule it to refresh pre-print and post-print. Not a packaged screener product.

Coverage screen
Solstice Semiconductor
Save as template Runs Run now

Agent Workflow

6/6 steps complete
  1. Step 1PendingRunningComplete

    Read the universe and the pinned definitions

    Adjusted EPS and Segment Definition, exactly as you wrote them.

    2m ago · 8s

  2. Step 2PendingRunningComplete

    Pull fundamentals, estimates and prices from FactSet

    Trailing financials, consensus estimates and last close for 22 names.

    2m ago · 46s

  3. Step 3PendingRunningComplete

    Restate every name on our Adjusted EPS

    So the ranking compares businesses, not accounting policy.

    1m ago · 29s

  4. Step 4PendingRunningComplete

    Rank the names and cite every column

    Three columns: estimate revisions, FY2027E P/E and gross-margin trend.

    1m ago · 21s

  5. Step 5PendingRunningComplete

    Write the Excel workbook

    Coverage_Screen.xlsx — one row per name, every figure traced to its source.

    just now · 13s · 1 artifact

  6. Step 6PendingRunningComplete

    Email me the ranked table

    Sent before the open with a note on what last night's prints moved.

    just now · 6s

Runs
Schedule

Every weekday at 07:30 America/New_York

Next run in 24h

30 7 * * 1-5 America/New_York

Edit Pause Remove
  • RUNNINGSUCCEEDEDjust now

    Trigger: SCHEDULE

  • SUCCEEDED1d ago

    Trigger: SCHEDULE

  • SUCCEEDED2d ago

    Trigger: SCHEDULE

  • SUCCEEDED3d ago

    Trigger: SCHEDULE

08:30In the morning meeting

The thesis, on brand and ready to send.

Real PowerPoint, Excel, and Word, not a static export. The agent works from your golden-copy templates so the deck, model, and update note come out in your house style, every chart and figure still traced to its source.

PowerPointThesis_Update.pptxv4 WordIC_Memo.docx Excel SLST_Model.xlsxv4
Excel 02 — Model / SLST_Model.xlsx v4 ⌘L Native view Open in Excel
ABCDEFGH
1Solstice Semiconductor · SLST-US
2Quarterly model · $ in millions, except per share
3
41Q26A2Q26A3Q26A4Q26EFY2027E
5Revenue2,412.02,548.02,684.02,796.011,940.0
6Gross profit1,378.01,472.01,594.01,678.07,204.0
7Gross margin57.1%57.8%59.4%60.0%60.3%
8Operating expenses(1,042.0)(1,078.0)(1,116.0)(1,148.0)(4,712.0)
9Operating income336.0394.0478.0530.02,492.0
10
11Price target224.00
12Implied FY2027E P/E35.1x
13Diluted EPS1.421.481.551.716.38
14
15Non-GAAP adjustments per the coverage model's Definitions
B6:F6Audit 3+ Add to chat
Summary Model Segments Consensus Valuation
Deliverable Excel SLST_Model.xlsxExcel · 364 KB Download Every output starts from your firm's golden‑copy template

Trust & security

Built for the way funds buy software.

Compliance-first, sourced and audited end to end, and hosted on ArcaLabs' secure cloud. Official FactSet Partner with live, licensed data, SOC 2 Type II, a full audit trail on every prompt and output, and single-tenant VPC deployment available on request.

  • Official FactSet Partner

    Live, licensed, direct data access, not a reseller, not a crawled snapshot. FactSet is our default, certified data source; the platform is provider-agnostic and sources from other trusted providers however your firm prefers.

  • Built for regulated firms

    SOC 2 Type II, hosted on ArcaLabs' secure cloud, with single-tenant VPC deployment available on request and a full audit trail on every prompt and output.

  • Information barriers respected

    Sealed deal folders and ethical walls stay enforced. The agent and firm-wide search only reach what each user is cleared to see.

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See a teardown and a thesis deck built from a single print.

Book a demo and we will show the agent tear down a print against consensus and build the thesis deck in your house style, every figure traced to source.

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