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
The Marzetti Company FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Marzetti Company reported $1.9B in revenue and $220M 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 · ELThe Estée Lauder Companies FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Estée Lauder Companies reported $14.3B in revenue and -$785M 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 · JBSSJohn B. Sanfilippo & Son FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
John B. Sanfilippo & Son reported $1.1B in revenue and $85M 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 · FNFabrinet FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Fabrinet reported $3.4B in revenue and $324M 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 · EATBrinker International FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Brinker International reported $5.4B in revenue and $512M 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 · AITApplied Industrial Technologies FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Applied Industrial Technologies reported $4.6B in revenue and $499M 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 · COHRCoherent FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Coherent reported $5.8B in revenue and $30M 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 · WDCWestern Digital FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Western Digital reported $9.5B 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 · TPRTapestry FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Tapestry reported $7B in revenue and $415M 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 · MSGEMadison Square Garden Entertainment FY2025 Earnings: How converting attention shaped growth and margin
Madison Square Garden Entertainment reported $863M in revenue and $122M 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 · CAHCardinal Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Cardinal Health reported $222.6B 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 · MSGSMadison Square Garden Sports FY2025 Earnings: How converting attention shaped growth and margin
Madison Square Garden Sports reported $1B in revenue and $15M 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 · LRCXLam Research FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Lam Research reported $18.4B in revenue and $5.9B 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 · RMDResMed FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
ResMed reported $5.1B 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 · KLACKLA FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
KLA reported $12.2B in revenue and $4.1B 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 · CLXThe Clorox Company FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
The Clorox Company reported $7.1B in revenue and $810M 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 · CACICACI International FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
CACI International reported $8.6B in revenue and $764M 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 · FOXFox Corporation FY2025 Earnings: How converting attention shaped growth and margin
Fox Corporation reported $16.3B 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 · ADPAutomatic Data Processing FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Automatic Data Processing reported $20.6B in revenue and $4.1B 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 · NWSANews Corporation FY2025 Earnings: How converting attention shaped growth and margin
News Corporation reported $8.5B in revenue and $923M 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 · PCTYPaylocity FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Paylocity reported $1.6B in revenue and $304M 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 · STXSeagate Technology FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Seagate Technology reported $9.1B 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 · NEOGNeogen FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Neogen reported $895M 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 · CTASCintas FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Cintas reported $10.3B in revenue and $2.4B 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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