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
Plexus FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Plexus reported $4B in revenue and $202M 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 · SANMSanmina FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Sanmina reported $8.1B in revenue and $355M 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 · ROKRockwell Automation FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Rockwell Automation reported $8.3B 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 · TDGTransDigm Group FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
TransDigm Group reported $8.8B in revenue and $4.2B 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 · TSNTyson Foods FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Tyson Foods reported $54.4B 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 · EMREmerson Electric FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Emerson Electric reported $18B 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 · TELTE Connectivity FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
TE Connectivity reported $17.3B in revenue and $3.2B 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 · BENFranklin Resources FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Franklin Resources reported $8.8B in revenue and $604M 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 · FICOFair Isaac FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Fair Isaac reported $2B in revenue and $925M 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 · SWKSSkyworks Solutions FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Skyworks Solutions reported $4.1B in revenue and $500M 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 · VVisa FY2025 Earnings: How acceptance, credentials, cross-border, and network services shaped growth and margin
Visa reported $40B in revenue and $24B 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 · KRUSKura Sushi USA FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Kura Sushi USA reported $283M in revenue and -$5M 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 · QCOMQualcomm FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Qualcomm reported $44.3B in revenue and $12.4B 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 · SMPLThe Simply Good Foods Company FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Simply Good Foods Company reported $1.5B in revenue and $104M 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 · GBXThe Greenbrier Companies FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
The Greenbrier Companies reported $3.2B 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 · AZOAutoZone FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
AutoZone reported $18.9B 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 · AYIAcuity FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Acuity reported $4.3B in revenue and $564M 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 · MSMMSC Industrial Direct FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
MSC Industrial Direct reported $3.8B in revenue and $302M 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 · WGOWinnebago Industries FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Winnebago Industries reported $2.8B in revenue and $57M 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 · JBLJabil FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Jabil reported $29.8B 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 · EPACEnerpac Tool Group FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Enerpac Tool Group reported $617M in revenue and $133M 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 · MUMicron Technology FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Micron Technology reported $37.4B 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 · UNFIUnited Natural Foods FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
United Natural Foods reported $31.8B in revenue and -$31M 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 · MTNVail Resorts FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Vail Resorts reported $3B in revenue and $560M 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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