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.
Read earnings analysis →896 earnings analyses
Primary sources · US GAAP · USD millions
RPM International FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
RPM International reported $7.4B in revenue and $690M 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 · LWLamb Weston FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Lamb Weston reported $6.5B in revenue and $665M 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 · FDXFedEx FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
FedEx reported $87.9B in revenue and $5.2B 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 · DRIDarden Restaurants FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Darden Restaurants reported $12.1B in revenue and $1.4B 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 →FY25 · NKENIKE FY25 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $46.3B in revenue and $4.3B in operating profit for FY25. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY25 · CRMSalesforce FY25 Earnings: How the customer platform, Data Cloud, and AI agents shaped growth and margin
Salesforce reported $37.9B in revenue and $7.2B in operating profit for FY25. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · PEPPepsiCo FY24 Earnings: How brands, distribution, price-mix, and productivity shaped growth and margin
PepsiCo reported $24.2B in revenue and $4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · AMZNAmazon FY24 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $638B in revenue and $68.6B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · NFLXNetflix FY24 Earnings: How content, recommendation, pricing, and advertising shaped growth and margin
Netflix reported $39B in revenue and $10.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · GOOGLAlphabet FY24 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $350B in revenue and $112.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · METAMeta Platforms FY24 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $164.5B in revenue and $69.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2024 · WBAWalgreens Boots Alliance FY2024 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Walgreens Boots Alliance reported $147.7B in revenue and -$14.1B in operating profit for FY2024. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · ACNAccenture FY24 Earnings: How turning product usage, data, and distribution shaped growth and margin
Accenture reported $65B in revenue and $9.2B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · MSFTMicrosoft FY24 Earnings: How Azure, Microsoft 365, security, and AI shaped growth and margin
Microsoft reported $245.1B in revenue and $109.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · NKENIKE FY24 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $51.4B in revenue and $6.3B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY24 · CRMSalesforce FY24 Earnings: How the customer platform, Data Cloud, and AI agents shaped growth and margin
Salesforce reported $34.9B in revenue and $1.4B in operating profit for FY24. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · PEPPepsiCo FY23 Earnings: How brands, distribution, price-mix, and productivity shaped growth and margin
PepsiCo reported $24.2B in revenue and $4B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · AMZNAmazon FY23 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $574.8B in revenue and $36.9B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · NFLXNetflix FY23 Earnings: How content, recommendation, pricing, and advertising shaped growth and margin
Netflix reported $33.7B in revenue and $7B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · GOOGLAlphabet FY23 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $307.4B in revenue and $84.3B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · METAMeta Platforms FY23 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $134.9B in revenue and $46.8B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · ACNAccenture FY23 Earnings: How turning product usage, data, and distribution shaped growth and margin
Accenture reported $64.1B in revenue and $8.7B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · MSFTMicrosoft FY23 Earnings: How Azure, Microsoft 365, security, and AI shaped growth and margin
Microsoft reported $211.9B in revenue and $88.5B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY23 · NKENIKE FY23 Earnings: How product innovation, sport culture, wholesale, and direct demand shaped growth and margin
NIKE reported $51.2B in revenue and $6.6B in operating profit for FY23. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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