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.
Read earnings analysis →896 earnings analyses
Primary sources · US GAAP · USD millions
Flex FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Flex reported $27.9B in revenue and $880M 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 · EXPEagle Materials FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Eagle Materials reported $2.3B in revenue and $424M 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 · DOCSDoximity FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Doximity reported $645M in revenue and $215M 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 · NXTNextracker FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Nextracker reported $3.6B in revenue and $697M 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 · RBCRBC Bearings FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
RBC Bearings reported $1.9B in revenue and $421M 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 · BOOTBoot Barn Holdings FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Boot Barn Holdings reported $2.3B in revenue and $299M 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 · EAElectronic Arts FY2026 Earnings: How converting attention shaped growth and margin
Electronic Arts reported $7.5B in revenue and $1.2B 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 · MCKMcKesson FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
McKesson reported $403.4B in revenue and $6.2B 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 · QRVOQorvo FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Qorvo reported $3.7B in revenue and $411M 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 →2026?9?? ?2??? · DISThe Walt Disney Company 2026?9?? ?2??? Earnings: How turning product usage, data, and distribution shaped growth and margin
The Walt Disney Company reported $94.4B in revenue and $10.4B in operating profit for 2026?9?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2026?9?? ?2??? · AAPLApple 2026?9?? ?2??? Earnings: How the installed base and services shaped growth and margin
Apple reported $416.2B in revenue and $133.1B in operating profit for 2026?9?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →2026?9?? ?2??? · SBUXStarbucks 2026?9?? ?2??? Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Starbucks reported $38B in revenue and $5B in operating profit for 2026?9?? ?2???. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2026 · ACIAlbertsons Companies FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Albertsons Companies reported $83.2B in revenue and $728M 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 · HELEHelen of Troy FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Helen of Troy reported $1.8B in revenue and -$782M 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 · STZConstellation Brands FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Constellation Brands reported $9.1B in revenue and $2.7B 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 · BBWBuild-A-Bear Workshop FY2026 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Build-A-Bear Workshop reported $530M in revenue and $67M 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 · KMXCarMax FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
CarMax reported $25.9B in revenue and $383M 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 · PLCEThe Children's Place FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
The Children's Place reported $1.2B in revenue and -$57M 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 · TLYSTilly's FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Tilly's reported $554M in revenue and -$19M 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 · CALCaleres FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Caleres reported $2.8B in revenue and $6M 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 · LOVEThe Lovesac Company FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
The Lovesac Company reported $697M in revenue and $5M 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 · URBNUrban Outfitters FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Urban Outfitters reported $6.2B in revenue and $606M 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 · RHRH FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
RH reported $3.4B in revenue and $387M 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 · BKEThe Buckle FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
The Buckle reported $1.3B in revenue and $261M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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