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
Assurant FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Assurant reported $12.8B in revenue and $873M 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 · OLEDUniversal Display FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Universal Display reported $651M in revenue and $249M 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 · MSTRStrategy FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Strategy reported $477M in revenue and -$5.4B 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 · APPNAppian FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Appian reported $727M in revenue and $1M 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 · CYHCommunity Health Systems FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Community Health Systems reported $12.5B 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 · BKNGBooking Holdings FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
Booking Holdings reported $26.9B in revenue and $8.8B 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 · DASHDoorDash FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
DoorDash reported $13.7B in revenue and $723M 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 · TOSTToast FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Toast reported $6.2B in revenue and $292M 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 · DDOGDatadog FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Datadog reported $3.4B 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 · XOMExxon Mobil FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Exxon Mobil reported $332.2B in revenue and $28.8B 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 · RSGRepublic Services FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Republic Services reported $19B 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 · PODDInsulet FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Insulet reported $2.7B in revenue and $474M 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 · MCOMoody's FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Moody's reported $7.7B 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 · VRSKVerisk Analytics FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Verisk Analytics reported $3.1B 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 · PCARPACCAR FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
PACCAR reported $28.4B 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 · OXYOccidental Petroleum FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Occidental Petroleum reported $21.6B in revenue and $3.1B 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 · WINGWingstop FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Wingstop reported $697M in revenue and $179M 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 · GNRCGenerac FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Generac reported $4.2B in revenue and $289M 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 · MTBM&T Bank FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
M&T Bank reported $1.7B 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 · TYLTyler Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Tyler Technologies reported $2.3B in revenue and $358M 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 · CRLCharles River Laboratories FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Charles River Laboratories reported $4B in revenue and $25M 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 · RAREUltragenyx Pharmaceutical FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Ultragenyx Pharmaceutical reported $673M in revenue and -$535M 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 · CVNACarvana FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Carvana reported $20.3B in revenue and $1.9B 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 · HOODRobinhood Markets FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Robinhood Markets reported $4.5B 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.
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