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
Leidos FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Leidos reported $17.2B 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 →FY2025 · SOFISoFi Technologies FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
SoFi Technologies reported $3.6B in revenue and $526M 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 · GGGGraco FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Graco reported $2.2B in revenue and $625M 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 · FLSFlowserve FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Flowserve reported $0M in revenue and $400M 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 · AMGAffiliated Managers Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Affiliated Managers Group reported $2.1B in revenue and $904M 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 · UDRUDR FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
UDR reported $1.7B in revenue and $554M 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 · KEXKirby Corporation FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Kirby Corporation reported $3.4B in revenue and $496M 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 · BMIBadger Meter FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Badger Meter reported $917M in revenue and $183M 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 · SKYWSkyWest FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
SkyWest reported $4.1B in revenue and $618M 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 · SLGSL Green Realty FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
SL Green Realty reported $1B in revenue and -$97M 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 · MCYMercury General FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Mercury General reported $6B in revenue and $541M 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 · COHUCohu FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cohu reported $453M in revenue and -$70M 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 · HALOHalozyme Therapeutics FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Halozyme Therapeutics reported $1.4B in revenue and $469M 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 · ENPHEnphase Energy FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Enphase Energy reported $1.5B in revenue and $205M 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 · UBERUber FY2025 Earnings: How mobility, delivery, supply density, and advertising shaped growth and margin
Uber reported $52B in revenue and $5.6B 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 · CATCaterpillar FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Caterpillar reported $67.6B in revenue and $11.2B 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 · EXPEExpedia Group FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
Expedia Group reported $14.7B 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 · ROKURoku FY2025 Earnings: How converting attention shaped growth and margin
Roku reported $4.7B in revenue and -$6M 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 · TRIPTripadvisor FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
Tripadvisor reported $1.9B in revenue and $80M 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 · HHyatt Hotels FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Hyatt Hotels reported $7.1B in revenue and -$52M 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 · AMGNAmgen FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Amgen reported $36.8B in revenue and $9.1B 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 · JPMJPMorgan Chase FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
JPMorgan Chase reported $182.4B in revenue and $57B 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 · NEENextEra Energy FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
NextEra Energy reported $27.4B in revenue and $8.3B 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 · ITWIllinois Tool Works FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Illinois Tool Works reported $16B 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.
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