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
Regeneron Pharmaceuticals FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Regeneron Pharmaceuticals reported $14.3B in revenue and $3.6B 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 · GEHCGE HealthCare Technologies FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
GE HealthCare Technologies reported $20.6B 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.
Read earnings analysis →FY2025 · MANHManhattan Associates FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Manhattan Associates reported $1.1B in revenue and $280M 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 · PHMPulteGroup FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
PulteGroup reported $17.3B 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 · VRNSVaronis Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Varonis Systems reported $624M in revenue and -$147M 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 · REYNReynolds Consumer Products FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Reynolds Consumer Products reported $3.7B in revenue and $393M 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 · ENSGThe Ensign Group FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
The Ensign Group reported $5B in revenue and $425M 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 · TRNOTerreno Realty FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Terreno Realty reported $476M in revenue and $403M 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 · PYPLPayPal Holdings FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
PayPal Holdings reported $33.2B in revenue and $6.1B 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 · MMM3M FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
3M reported $24.9B 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 · ISRGIntuitive Surgical FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Intuitive Surgical reported $10.1B in revenue and $2.9B 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 · CMCSAComcast FY2025 Earnings: How converting attention shaped growth and margin
Comcast reported $123.7B in revenue and $20.7B 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 · DOCHealthpeak Properties FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Healthpeak Properties reported $62M in revenue and $284M 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 · BABoeing FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Boeing reported $89.5B 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 · GDGeneral Dynamics FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
General Dynamics reported $52.6B in revenue and $5.4B 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 · NOWServiceNow FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
ServiceNow reported $13.3B 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 · GEGE Aerospace FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
GE Aerospace reported $45.9B in revenue and $10B 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 · LMTLockheed Martin FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Lockheed Martin reported $75B in revenue and $7.7B 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 · LEVILevi Strauss FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Levi Strauss reported $6.3B in revenue and $678M 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 · URIUnited Rentals FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
United Rentals reported $16.1B 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 · LENLennar FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
Lennar reported $34.2B 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 · CCLCarnival Corporation FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Carnival Corporation reported $26.6B in revenue and $4.5B 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 · GMGeneral Motors FY2025 Earnings: How product, software, financing, distribution, service, and residual value across the ownership cycle shaped growth and margin
General Motors reported $185B in revenue and $2.9B 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 · NOCNorthrop Grumman FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Northrop Grumman reported $42B in revenue and $4.5B 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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