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
Travel + Leisure Co. FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Travel + Leisure Co. reported $4B in revenue and $553M 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 · ELSEquity LifeStyle Properties FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Equity LifeStyle Properties reported $10M 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 · ESNTEssent Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Essent Group reported $1.3B in revenue and $690M 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 · WNCWabash National FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Wabash National reported $1.5B in revenue and $308M 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 · RMBSRambus FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Rambus reported $708M in revenue and $260M 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 · BLKBBlackbaud FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Blackbaud reported $1.1B in revenue and $191M 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 · PLTRPalantir Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Palantir Technologies reported $4.5B 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 · UPSUPS FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
UPS reported $88.7B in revenue and $7.9B 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 · HONHoneywell FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Honeywell reported $37.4B in revenue and $5.5B 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 · CZRCaesars Entertainment FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Caesars Entertainment reported $11.5B 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 · VZVerizon FY2025 Earnings: How monetizing network quality, coverage, spectrum, and customer lifetime while containing acquisition and capital costs shaped growth and margin
Verizon reported $138.2B in revenue and $29.3B 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 · ANETArista Networks FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Arista Networks reported $9B in revenue and $3.9B 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 · COPConocoPhillips FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
ConocoPhillips reported $58.9B in revenue and $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 · CNCCentene FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Centene reported $194.8B 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 · BSXBoston Scientific FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Boston Scientific reported $20.1B 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 · AMEAMETEK FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
AMETEK reported $7.4B 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 · IRIngersoll Rand FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Ingersoll Rand reported $7.7B 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 · HSYThe Hershey Company FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Hershey Company reported $11.7B in revenue and $883M 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 · ADMArcher-Daniels-Midland FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Archer-Daniels-Midland reported $80.3B 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 · LIILennox International FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Lennox International reported $5.2B in revenue and $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 · BLDRBuilders FirstSource FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Builders FirstSource reported $15.2B in revenue and $786M 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 · IQVIQVIA FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
IQVIA reported $16.3B in revenue and $2.2B 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 · ALLEAllegion FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Allegion reported $4.1B in revenue and $860M 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 · AJGArthur J. Gallagher FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Arthur J. Gallagher reported $13.9B 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.
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