Read the story behind the quarter.
Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.
Five reports to start with
AAR Corp FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
AAR Corp reported $3.3B in revenue and $188M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · CALMCal-Maine Foods FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Cal-Maine Foods reported $2.9B in revenue and $350M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · WMTWalmart FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Walmart reported $713B in revenue and $32B in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · COSTCostco Wholesale FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Costco Wholesale reported $275B in revenue and $10.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2024 · TSLATesla FY2024 Earnings: How vehicles, software, charging, and energy shaped growth and margin
Tesla reported $97.7B in revenue and $7.1B in operating profit for FY2024. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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Primary sources · US GAAP · USD millions
Dentsply Sirona FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Dentsply Sirona reported $3.7B in revenue and -$422M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · ACGLArch Capital Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Arch Capital Group reported $19.9B in revenue and $5.2B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MKLMarkel Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Markel Group reported $15.5B in revenue and $3.2B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · BMRNBioMarin Pharmaceutical FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
BioMarin Pharmaceutical reported $3.2B in revenue and $409M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · LNTHLantheus Holdings FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Lantheus Holdings reported $1.5B in revenue and $311M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · EPAMEPAM Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
EPAM Systems reported $5.5B in revenue and $520M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · IARTIntegra LifeSciences FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Integra LifeSciences reported $1.6B in revenue and -$493M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · PZZAPapa John's FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Papa John's reported $2.1B in revenue and $89M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · POOLPool Corporation FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Pool Corporation reported $5.3B in revenue and $580M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · EMEEMCOR Group FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
EMCOR Group reported $17B in revenue and $1.7B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · BLBlackLine FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
BlackLine reported $700M in revenue and $26M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · PRCTPROCEPT BioRobotics FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
PROCEPT BioRobotics reported $308M in revenue and -$104M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · CSGPCoStar Group FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
CoStar Group reported $3.2B in revenue and -$72M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · PAYOPayoneer Global FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Payoneer Global reported $813M in revenue and $125M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · HGVHilton Grand Vacations FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Hilton Grand Vacations reported $5B in revenue and $175M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · STRLSterling Infrastructure FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Sterling Infrastructure reported $2.5B in revenue and $406M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MTZMasTec FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
MasTec reported $14.3B in revenue and $515M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · KBRKBR FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
KBR reported $7.8B in revenue and $778M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · OMCLOmnicell FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Omnicell reported $1.2B in revenue and $5M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · COLDAmericold Realty Trust FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Americold Realty Trust reported $2.5B in revenue and $7M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · EHCEncompass Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Encompass Health reported $5.9B in revenue and $759M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · VITLVital Farms FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Vital Farms reported $759M in revenue and $88M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · NCMINational CineMedia FY2026 Earnings: How converting attention shaped growth and margin
National CineMedia reported $243M in revenue and -$14M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · IBPInstalled Building Products FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Installed Building Products reported $3B in revenue and $386M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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