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
Brown-Forman FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Brown-Forman reported $3.9B in revenue and $1B 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 →2026?11?? ?2??? · ADBEAdobe 2026?11?? ?2??? Earnings: How turning product usage, data, and distribution shaped growth and margin
Adobe reported $23.8B in revenue and $8.6B in operating profit for 2026?11?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · SENEASeneca Foods FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Seneca Foods reported $1.6B in revenue and $78M 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 · SJMThe J.M. Smucker Company FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The J.M. Smucker Company reported $9.1B in revenue and $360M 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 · NATHNathan's Famous FY2026 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Nathan's Famous reported $162M in revenue and $20M 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 · ESTCElastic FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Elastic reported $1.7B in revenue and -$33M 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 · NTAPNetApp FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
NetApp reported $6.9B in revenue and $1.7B 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 · STESTERIS FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
STERIS reported $5.9B in revenue and $1.1B 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 · CPRICapri Holdings FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Capri Holdings reported $3.5B in revenue and $23M 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 · MODModine Manufacturing FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Modine Manufacturing reported $3.2B in revenue and $342M 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 · DECKDeckers Outdoor FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Deckers Outdoor reported $5.5B in revenue and $1.3B 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 · TTWOTake-Two Interactive FY2026 Earnings: How converting attention shaped growth and margin
Take-Two Interactive reported $6.7B in revenue and -$104M 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 · CRVLCorVel FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
CorVel reported $959M in revenue and $110M 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 · RLRalph Lauren FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Ralph Lauren reported $8.1B in revenue and $1.2B 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 · MCHPMicrochip Technology FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Microchip Technology reported $4.7B in revenue and $490M 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 · ELFe.l.f. Beauty FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
e.l.f. Beauty reported $1.6B in revenue and $74M 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 · WMSAdvanced Drainage Systems FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Advanced Drainage Systems reported $3.1B in revenue and $619M 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 · GENGen Digital FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Gen Digital reported $5B in revenue and $2.1B 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 · CRUSCirrus Logic FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cirrus Logic reported $2B in revenue and $460M 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 · ALGMAllegro MicroSystems FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Allegro MicroSystems reported $890M in revenue and $18M 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 →2027?1?? ?1??? · NVDANVIDIA 2027?1?? ?1??? Earnings: How accelerated computing and the CUDA ecosystem shaped growth and margin
NVIDIA reported $208.7B in revenue and $130.4B in operating profit for 2027?1?? ?1???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · VFCVF Corporation FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
VF Corporation reported $9.6B in revenue and $577M 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 · DTDynatrace FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Dynatrace reported $2B in revenue and $245M 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 · HAEHaemonetics FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Haemonetics reported $1.3B in revenue and $157M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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