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.
Read earnings analysis →896 earnings analyses
Primary sources · US GAAP · USD millions
FormFactor FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
FormFactor reported $785M in revenue and $57M 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 · EBAYeBay FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
eBay reported $11.1B in revenue and $2.3B 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 · LYVLive Nation Entertainment FY2025 Earnings: How converting attention shaped growth and margin
Live Nation Entertainment reported $25.2B in revenue and $1.3B 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 · TSCOTractor Supply FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Tractor Supply reported $15.5B in revenue and $1.5B 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 · HUMHumana FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Humana reported $129.7B 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 · GWWW.W. Grainger FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
W.W. Grainger reported $17.9B 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 · PWRQuanta Services FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Quanta Services reported $28.5B 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 · MLMMartin Marietta Materials FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Martin Marietta Materials reported $6.2B 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 · SHWSherwin-Williams FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Sherwin-Williams reported $23.6B in revenue and $2.6B 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 · CDNSCadence Design Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cadence Design Systems reported $5.3B in revenue and $1.5B 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 · TERTeradyne FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Teradyne reported $3.2B in revenue and $650M 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 · BGBunge Global FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Bunge Global reported $16.9B in revenue and $1.1B 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 · STTState Street FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
State Street reported $13.9B in revenue and $2.9B 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 · VMCVulcan Materials FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Vulcan Materials reported $7.9B 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 · PPGPPG Industries FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
PPG Industries reported $15.9B 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 · NEMNewmont FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Newmont reported $22.7B in revenue and $7.1B 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 · MSMorgan Stanley FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Morgan Stanley reported $70.6B in revenue and $17B 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 · COFCapital One Financial FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Capital One Financial reported $53.4B 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 · AMPAmeriprise Financial FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Ameriprise Financial reported $18.9B in revenue and $3.6B 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 · METMetLife FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
MetLife reported $77.1B in revenue and $3.4B 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 · SFMSprouts Farmers Market FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Sprouts Farmers Market reported $8.8B in revenue and $686M 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 · WWayfair FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
Wayfair reported $12.5B 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 · KNXKnight-Swift Transportation FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Knight-Swift Transportation reported $7.5B in revenue and $216M 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 · OWLBlue Owl Capital FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Blue Owl Capital reported $2.9B in revenue and $348M 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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