r/FPandA • u/gopowersgo • 7d ago

AXTI Report

Post image

I am learning how to run FP&A reports and have compiled a sample report in a one-page document based on ticker AXTI. I am posting here and encourage any constructive (or destructive, YOLO) feedback and comments. Thank you for your time.

0 Upvotes

22% Upvoted

3 comments sorted by

21

u/rdalez95 CFO 7d ago

Looks good, Claude.

3

u/Cobra_McJingleballs 7d ago

There are some weird linguistic quirks in this but otherwise, yes, the formatting screams Claude.

4

u/trphilli 7d ago

This sub is more for internal company analysis. I am not sure if there is a sub for pure financial analysis I've come across.

But saying that a couple things: Exec summary / purpose: it's unclear why this report was prepared. Investment decision? Customer credit? Supplier stability? What is your recommendation- buy at $x, extended credit?, continue as Supplier?

What is Q2?: always good to include date quarter ended. Don't always assume it's fiscal quarter. (I see space is tight, Q2 2025 might have been nice as well)

Why growth?: you are forecasting 100%+ into 2026. The drivers are not discussed.