Context injection
Per-ticker context library
Files uploaded here are auto-summarized on ingest and injected into /quick prompt context for the matched ticker. Files flagged as active apply to upcoming runs; archived files remain searchable but skip injection.
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PDF · DOCX · HTML · TXT · CSV · EML · stored in R2 under
context/AAON/Active context library
9 files · all coverage| Ticker | File | Source | Window | Summary | Uploaded | Status |
|---|---|---|---|---|---|---|
| AAON | AAON_MgmtCall_2025.09.18.eml | Mgmt 1x1 | FY26 Q1 | CEO + CFO on BASX ramp, Memphis gate timing, AWS anchor color. | 2025-09-19 | active |
| AAON | MS_AAON_Initiation_2026.01.14.pdf | Morgan Stanley | FY26 Q1 | Sellside init at OW, $140 PT; BASX TAM framework; bull case $180. | 2026-01-15 | active |
| BMI | BMI_AWWA_Conference_Notes.pdf | Conference | FY26 Q1 | Utility capex outlook strong; BlueEdge adoption curve; competitive pricing discipline. | 2026-04-04 | active |
| BMI | BMI_10Q_FY25_Q4_redline.docx | SEC filing | FY26 Q1 | 10-Q language changes highlighted; note disclosure on acquisition expense timing. | 2026-02-10 | active |
| GWRE | GWRE_AnalystDay_2026.02_Notes.pdf | Analyst Day | FY26 Q3 | 3-year cloud ARR target, margin bridge to 25%+, capital allocation update. | 2026-02-20 | active |
| MMSI | MMSI_GFP_Deep_Dive_internal.md | Internal | FY26 Q1 | Global Footprint program assumptions, facility timing, margin bridge. | 2026-03-12 | active |
| SSD | SSD_Q3_Earnings_Call_transcript.eml | Transcript | FY25 Q4 | Q3 call verbatim; mgmt tone on R&R softening, pricing discipline commentary. | 2025-07-28 | archived |
| MSA | MSA_Q3_Quick_Look_2025.10.28.eml | Prior Quick Look | FY25 Q4 | Fire Service backlog durability; international mix; Americas price/volume. | 2025-10-29 | archived |
| CCCS | CCCS_Q4_FY25_Earnings_Preview.html | Prior Preview | FY25 Q4 | Casualty attach focus + guide framing watch list. | 2026-02-24 | archived |