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
American Express FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
American Express reported $41.3B in revenue and $10.8B 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 · ELVElevance Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Elevance Health reported $199.1B in revenue and $5.7B 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 · PMPhilip Morris International FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Philip Morris International reported $40.6B in revenue and $14.9B 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 · VTRVentas FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Ventas reported $5.8B in revenue and $204M 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 · BIIBBiogen FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Biogen reported $9.9B 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 →FY2025 · MTDMettler-Toledo FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Mettler-Toledo reported $4B in revenue and $869M 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 · HALHalliburton FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Halliburton reported $22.2B 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 · SYFSynchrony Financial FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Synchrony Financial reported $22.6B in revenue and $4.6B 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 · MAAMid-America Apartment Communities FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Mid-America Apartment Communities reported $2.2B in revenue and $459M 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 · POWIPower Integrations FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Power Integrations reported $444M in revenue and $10M 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 · SNAPSnap FY2025 Earnings: How converting attention shaped growth and margin
Snap reported $5.9B in revenue and -$532M 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 · SIRISirius XM FY2025 Earnings: How converting attention shaped growth and margin
Sirius XM reported $8.6B 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 · CARRCarrier Global FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Carrier Global reported $21.7B in revenue and $2.2B 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 · TTTrane Technologies FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Trane Technologies reported $21.3B 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 · OTISOtis Worldwide FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Otis Worldwide reported $14.4B in revenue and $2.1B 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 · FASTFastenal FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Fastenal reported $8.2B 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 · ICEIntercontinental Exchange FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Intercontinental Exchange reported $12.6B 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 · APPFAppFolio FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
AppFolio reported $951M in revenue and $153M 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 · VRSNVeriSign FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
VeriSign reported $1.7B 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 · HIIHuntington Ingalls Industries FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Huntington Ingalls Industries reported $12.5B in revenue and $657M 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 · CUZCousins Properties FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Cousins Properties reported $994M 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 · AMDAMD FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
AMD reported $34.6B in revenue and $3.7B 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 · CMGChipotle Mexican Grill FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Chipotle Mexican Grill reported $11.9B in revenue and $1.9B 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 · MDLZMondelez International FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Mondelez International reported $38.5B in revenue and $3.5B 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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