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
Boise Cascade FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Boise Cascade reported $6.4B in revenue and $183M 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 · CTSCTS Corporation FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
CTS Corporation reported $541M in revenue and $83M 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 · PLMRPalomar Holdings FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Palomar Holdings reported $876M in revenue and $197M 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 · PTLOPortillo's FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Portillo's reported $732M in revenue and $44M 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 · MKSIMKS Instruments FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
MKS Instruments reported $3.9B in revenue and $528M 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 · CORTCorcept Therapeutics FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Corcept Therapeutics reported $761M in revenue and $100M 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 · OGNOrganon FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Organon reported $6.2B in revenue and $425M 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 · ELANElanco Animal Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Elanco Animal Health reported $4.7B in revenue and -$224M 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 · FSLRFirst Solar FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
First Solar reported $5.2B in revenue and $1.6B 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 · ZIONZions Bancorporation FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Zions Bancorporation reported $3.4B in revenue and $899M 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 · FITBFifth Third Bancorp FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Fifth Third Bancorp reported $9B in revenue and $2.5B 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 →FY2025 · DPZDomino's Pizza FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Domino's Pizza reported $4.9B in revenue and $954M 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 · CLColgate-Palmolive FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Colgate-Palmolive reported $20.4B in revenue and $3.3B 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 · ECLEcolab FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Ecolab reported $16.1B in revenue and $2.7B 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 · USBU.S. Bancorp FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
U.S. Bancorp reported $28.7B in revenue and $7.6B 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 · CCICrown Castle FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Crown Castle reported $215M in revenue and $2.1B 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 · WATWaters FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Waters reported $3.2B in revenue and $803M 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 · WENThe Wendy's Company FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
The Wendy's Company reported $2.2B in revenue and $343M 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 · CINFCincinnati Financial FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Cincinnati Financial reported $12.6B in revenue and $2.4B 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 · KEYKeyCorp FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
KeyCorp reported $7.5B in revenue and $1.8B 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 · ERIEErie Indemnity FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Erie Indemnity reported $4.1B in revenue and $559M 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 · SEICSEI Investments FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
SEI Investments reported $2.3B in revenue and $627M 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 · LAZLazard FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Lazard reported $3.2B in revenue and $328M 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 · GKOSGlaukos FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Glaukos reported $507M in revenue and -$200M 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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