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
Medpace Holdings FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Medpace Holdings reported $2.5B in revenue and $535M 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 · UPSTUpstart Holdings FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Upstart Holdings reported $1B in revenue and $43M 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 · ADCAgree Realty FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Agree Realty reported $718M in revenue and $340M 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 · HIWHighwoods Properties FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Highwoods Properties reported $806M in revenue and $163M 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 · CNXCNX Resources FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
CNX Resources reported $2.2B in revenue and $633M 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 · DIODDiodes Incorporated FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Diodes Incorporated reported $1.5B in revenue and $35M 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 · EXELExelixis FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Exelixis reported $2.3B in revenue and $872M 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 · PEGAPegasystems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Pegasystems reported $1.7B in revenue and $263M 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 · ONON Semiconductor FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
ON Semiconductor reported $6B in revenue and $84M 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 · WMWaste Management FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Waste Management reported $25.2B in revenue and $4.3B 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 · TAT&T FY2025 Earnings: How monetizing network quality, coverage, spectrum, and customer lifetime while containing acquisition and capital costs shaped growth and margin
AT&T reported $125.6B in revenue and $24.2B 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 · MRSHMarsh McLennan FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Marsh McLennan reported $27B in revenue and $6.2B 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 · NSCNorfolk Southern FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Norfolk Southern reported $12.2B in revenue and $4.4B 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 · ITTITT FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
ITT reported $3.9B in revenue and $685M 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 · OHIOmega Healthcare Investors FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Omega Healthcare Investors reported $1.2B in revenue and $609M 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 · RXORXO FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
RXO reported $5.7B in revenue and -$79M 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 · VNOVornado Realty Trust FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Vornado Realty Trust reported $1.8B in revenue and $937M 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 · SIGISelective Insurance Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Selective Insurance Group reported $5.3B in revenue and $466M 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 · BEBloom Energy FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Bloom Energy reported $2B in revenue and $73M 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 · TXNTexas Instruments FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Texas Instruments reported $17.7B in revenue and $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 · UNPUnion Pacific FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Union Pacific reported $24.5B in revenue and $9.8B 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 · RDDTReddit FY2025 Earnings: How converting attention shaped growth and margin
Reddit reported $2.2B in revenue and $442M 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 · RTXRTX FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
RTX reported $88.6B in revenue and $9.3B 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 · LVSLas Vegas Sands FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Las Vegas Sands reported $13B in revenue and $2.8B 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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