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
Advance Auto Parts FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Advance Auto Parts reported $8.6B in revenue and -$43M 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 · LSCCLattice Semiconductor FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Lattice Semiconductor reported $523M in revenue and $11M 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 · AGCOAGCO FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
AGCO reported $10.1B in revenue and $596M 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 · BIOBio-Rad Laboratories FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Bio-Rad Laboratories reported $2.6B in revenue and $47M 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 · BCBrunswick FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Brunswick reported $5.4B in revenue and -$41M 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 · PIIPolaris FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Polaris reported $7.2B in revenue and -$349M 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 · ABNBAirbnb FY2025 Earnings: How distinctive supply, search, trust, and host economics shaped growth and margin
Airbnb reported $12.2B in revenue and $2.5B 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 · COINCoinbase FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Coinbase reported $7.2B 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 · UALUnited Airlines FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
United Airlines reported $59.1B in revenue and $4.7B 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 · PINSPinterest FY2025 Earnings: How converting attention shaped growth and margin
Pinterest reported $4.2B in revenue and $320M 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 · LLYEli Lilly FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Eli Lilly reported $65.2B in revenue and $25.7B 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 · KHCKraft Heinz FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Kraft Heinz reported $24.9B in revenue and -$4.7B 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 · RIVNRivian Automotive FY2025 Earnings: How product, software, financing, distribution, service, and residual value across the ownership cycle shaped growth and margin
Rivian Automotive reported $5.4B 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 · DXCMDexcom FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Dexcom reported $4.7B in revenue and $912M 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 · CHDChurch & Dwight FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Church & Dwight reported $6.2B 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 · KMBKimberly-Clark FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Kimberly-Clark reported $16.4B 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 · NDAQNasdaq FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Nasdaq reported $8.3B in revenue and $2.3B 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 · PSAPublic Storage FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Public Storage reported $4.8B in revenue and $1.8B 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 · CBRECBRE Group FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
CBRE Group reported $40.6B in revenue and $1.8B 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 · CSXCSX FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
CSX reported $14.1B in revenue and $4.5B 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 · HUBBHubbell FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Hubbell reported $5.8B 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.
Read earnings analysis →FY2025 · ZBRAZebra Technologies FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Zebra Technologies reported $5.4B in revenue and $700M 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 · WCNWaste Connections FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Waste Connections reported $9.5B in revenue and $1.7B 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 · WELLWelltower FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Welltower reported $10.8B in revenue and $962M 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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