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
Copart FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Copart reported $4.6B 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 · DCIDonaldson FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Donaldson reported $3.7B in revenue and $495M 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 · CBRLCracker Barrel Old Country Store FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Cracker Barrel Old Country Store reported $3.5B in revenue and $55M 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 · THOThor Industries FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Thor Industries reported $9.6B in revenue and $259M 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 · CPBThe Campbell's Company FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Campbell's Company reported $10.3B 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 · HAINThe Hain Celestial Group FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Hain Celestial Group reported $1.6B in revenue and -$462M 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 · ZSZscaler FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Zscaler reported $2.7B in revenue and -$128M 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 · GWREGuidewire Software FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Guidewire Software reported $1.2B 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 · BRCBrady Corporation FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Brady Corporation reported $1.5B in revenue and $237M 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 · INTUIntuit FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Intuit reported $18.8B 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 · CSCOCisco Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cisco Systems reported $56.7B in revenue and $11.8B 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 · PANWPalo Alto Networks FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Palo Alto Networks reported $9.2B 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 · AFRMAffirm Holdings FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Affirm Holdings reported $1.1B in revenue and -$87M 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 · BILLBILL Holdings FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
BILL Holdings reported $1.5B in revenue and -$81M 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 · LUCKLucky Strike Entertainment FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Lucky Strike Entertainment reported $1.2B in revenue and $137M 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 · MBUUMalibu Boats FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Malibu Boats reported $808M in revenue and $22M 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 · WOLFWolfspeed FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Wolfspeed reported $758M 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 · JKHYJack Henry & Associates FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Jack Henry & Associates reported $2.4B in revenue and $569M 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 · SYYSysco FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Sysco reported $81.4B in revenue and $3.1B 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 · PHParker-Hannifin FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Parker-Hannifin reported $19.9B 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 · TECHBio-Techne FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Bio-Techne reported $1.2B in revenue and $102M 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 · ETDEthan Allen Interiors FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Ethan Allen Interiors reported $615M in revenue and $62M 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 · UIUbiquiti FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Ubiquiti reported $2.6B in revenue and $836M 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 · COTYCoty FY2025 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Coty reported $5.9B in revenue and $241M 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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