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
Alaska Air Group FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Alaska Air Group reported $14.2B in revenue and $303M 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 · JBLUJetBlue Airways FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
JetBlue Airways reported $9.1B in revenue and -$368M 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 · FCPTFour Corners Property Trust FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Four Corners Property Trust reported $294M in revenue and $112M 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 · MGYMagnolia Oil & Gas FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Magnolia Oil & Gas reported $1.3B in revenue and $439M 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 · MTRNMaterion FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Materion reported $1.8B in revenue and $110M 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 · HLTHilton Worldwide FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Hilton Worldwide reported $12B in revenue and $2.7B 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 · DALDelta Air Lines FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Delta Air Lines reported $63.4B in revenue and $5.8B 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 · LYFTLyft FY2025 Earnings: How increasing liquidity between supply and demand while reducing search, trust, and fulfillment friction shaped growth and margin
Lyft reported $5.9B in revenue and -$188M 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 · MAMastercard FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Mastercard reported $32.8B in revenue and $18.9B 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 · HUBSHubSpot FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
HubSpot reported $3.1B in revenue and $7M 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 · RCLRoyal Caribbean Group FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Royal Caribbean Group reported $17.9B in revenue and $4.9B 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 · RBLXRoblox FY2025 Earnings: How converting attention shaped growth and margin
Roblox reported $4.9B 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 · UUnity Software FY2025 Earnings: How converting attention shaped growth and margin
Unity Software reported $1.9B in revenue and -$479M 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 · FFord Motor FY2025 Earnings: How product, software, financing, distribution, service, and residual value across the ownership cycle shaped growth and margin
Ford Motor reported $187.3B in revenue and -$11.8B 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 · MGMMGM Resorts International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
MGM Resorts International reported $17.5B 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 · JNJJohnson & Johnson FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Johnson & Johnson reported $94.2B in revenue and $26.8B 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 · BMYBristol Myers Squibb FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Bristol Myers Squibb reported $48.2B in revenue and $7.1B 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 · SPGIS&P Global FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
S&P Global reported $15.3B in revenue and $6.5B 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 · TMUST-Mobile US FY2025 Earnings: How monetizing network quality, coverage, spectrum, and customer lifetime while containing acquisition and capital costs shaped growth and margin
T-Mobile US reported $88.3B in revenue and $18.3B 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 · SYKStryker FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Stryker reported $25.1B in revenue and $4.9B 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 · EQIXEquinix FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Equinix reported $9.2B 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 · APHAmphenol FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Amphenol reported $23.1B in revenue and $5.9B 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 · NBIXNeurocrine Biosciences FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Neurocrine Biosciences reported $2.9B in revenue and $619M 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 · DVADaVita FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
DaVita reported $13.6B in revenue and $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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