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
Trex FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Trex reported $1.2B in revenue and $258M 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 · OCOwens Corning FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Owens Corning reported $10.1B in revenue and -$522M 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 · CAVACAVA Group FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
CAVA Group reported $1.2B in revenue and $55M 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 · BLMNBloomin' Brands FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Bloomin' Brands reported $4B in revenue and $37M 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 · ALLYAlly Financial FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Ally Financial reported $7.9B in revenue and $852M 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 · COLMColumbia Sportswear FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Columbia Sportswear reported $3.4B in revenue and $207M 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 · LECOLincoln Electric Holdings FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Lincoln Electric Holdings reported $4.2B in revenue and $718M 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 · DINDine Brands Global FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Dine Brands Global reported $879M in revenue and $17M 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 · APGAPi Group FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
APi Group reported $7.9B in revenue and $554M 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 · MYRGMYR Group FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
MYR Group reported $3.7B in revenue and $167M 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 · SUISun Communities FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Sun Communities reported $2.3B in revenue and $1.4B 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 · UFPIUFP Industries FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
UFP Industries reported $6.3B in revenue and $364M 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 · ARCBArcBest FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
ArcBest reported $4B in revenue and $90M 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 · ASTEAstec Industries FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Astec Industries reported $1.4B in revenue and $66M 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 · TKOTKO Group Holdings FY2025 Earnings: How converting attention shaped growth and margin
TKO Group Holdings reported $4.7B in revenue and $835M 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 · MLIMueller Industries FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Mueller Industries reported $4.2B in revenue and $959M 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 · VICIVICI Properties FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
VICI Properties reported $4B in revenue and $2.8B 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 · RVLVRevolve Group FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Revolve Group reported $1.2B in revenue and $74M 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 · LFSTLifeStance Health Group FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
LifeStance Health Group reported $1.4B in revenue and $24M 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 · RRGBRed Robin Gourmet Burgers FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Red Robin Gourmet Burgers reported $1.2B in revenue and $3M 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 · HSTHost Hotels & Resorts FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Host Hotels & Resorts reported $6.1B in revenue and $855M 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 · MTGMGIC Investment FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
MGIC Investment reported $1.2B in revenue and $738M 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 · MURMurphy Oil FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Murphy Oil reported $2.7B 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 · ARKOARKO FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
ARKO reported $7.6B in revenue and $102M 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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