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
NVR FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
NVR reported $10.3B 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 →FY2026 · TXTTextron FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Textron reported $14.8B in revenue and $921M 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 · QTWOQ2 Holdings FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Q2 Holdings reported $795M in revenue and $40M 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 · EPRTEssential Properties Realty Trust FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Essential Properties Realty Trust reported $561M in revenue and $360M 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 · NNNNNN REIT FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
NNN REIT reported $2M in revenue and $589M 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 · STAGSTAG Industrial FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
STAG Industrial reported $845M in revenue and $279M 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 · REXRRexford Industrial Realty FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Rexford Industrial Realty reported $22M in revenue and $220M 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 · FRFirst Industrial Realty Trust FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
First Industrial Realty Trust reported $727M in revenue and $245M 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 · KRCKilroy Realty FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Kilroy Realty reported $1.1B 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 · ARAntero Resources FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Antero Resources reported $5.3B in revenue and $884M 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 · HXLHexcel FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Hexcel reported $1.9B in revenue and $172M 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 · ENTGEntegris FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Entegris reported $3.2B in revenue and $456M 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 · KMPRKemper FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Kemper reported $4.8B in revenue and $161M 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 · SITMSiTime FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
SiTime reported $327M in revenue and -$67M 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 · MARMarriott International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Marriott International reported $26.2B in revenue and $4.1B 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 · CVSCVS Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
CVS Health reported $402.1B 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 · HCAHCA Healthcare FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
HCA Healthcare reported $75.6B in revenue and $6.8B 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 · AOSA. O. Smith FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
A. O. Smith reported $3.8B in revenue and $546M 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 · CMICummins FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Cummins reported $33.7B in revenue and $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 · MASMasco FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Masco reported $7.6B 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 · INCYIncyte FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Incyte reported $5.1B 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 · MOHMolina Healthcare FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Molina Healthcare reported $45.4B in revenue and $781M 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 · LLoews FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Loews reported $18.5B 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 · CNACNA Financial FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
CNA Financial reported $15B in revenue and $1.6B 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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