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
Rapid7 FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Rapid7 reported $860M in revenue and $12M 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 · GHGuardant Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Guardant Health reported $982M in revenue and -$437M 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 · SITESiteOne Landscape Supply FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
SiteOne Landscape Supply reported $4.7B in revenue and $238M 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 · FIXComfort Systems USA FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Comfort Systems USA reported $9.1B 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 · FNDFloor & Decor FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Floor & Decor reported $4.7B in revenue and $270M 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 · PAYCPaycom Software FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paycom Software reported $2.1B in revenue and $453M 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 · APPAppLovin FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
AppLovin reported $5.5B in revenue and $4.2B 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 · TNDMTandem Diabetes Care FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Tandem Diabetes Care reported $1B in revenue and -$187M 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 · ETSYEtsy FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
Etsy reported $2.9B in revenue and $266M 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 · CHHChoice Hotels International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Choice Hotels International reported $1.6B in revenue and $448M 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 · WHWyndham Hotels & Resorts FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Wyndham Hotels & Resorts reported $1.4B in revenue and $402M 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 · WKWorkiva FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Workiva reported $885M in revenue and -$42M 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 · JLLJones Lang LaSalle FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Jones Lang LaSalle reported $26.1B 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 · IRTCiRhythm Technologies FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
iRhythm Technologies reported $747M 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 · IEXIDEX Corporation FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
IDEX Corporation reported $3.5B in revenue and $699M 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 · ATRCAtriCure FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
AtriCure reported $535M in revenue and -$9M 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 · ICUIICU Medical FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
ICU Medical reported $2.2B in revenue and $43M 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 · INVHInvitation Homes FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Invitation Homes reported $2.7B in revenue and $590M 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 · TRNTrinity Industries FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Trinity Industries reported $2.2B in revenue and $649M 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 · GATXGATX FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
GATX reported $1.7B in revenue and $333M 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 · NPOEnpro FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Enpro reported $1.1B in revenue and $162M 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 · DMCDel Monte Corporation FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Del Monte Corporation reported $4.3B in revenue and $137M 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 · AMPLAmplitude FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Amplitude reported $343M in revenue and -$85M 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 · LNCLincoln National FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Lincoln National reported $18.2B in revenue and $1.2B 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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