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
Salesforce FY23 Earnings: How the customer platform, Data Cloud, and AI agents shaped growth and margin
Salesforce reported $31.4B in revenue and $1B 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 →FY22 · PEPPepsiCo FY22 Earnings: How brands, distribution, price-mix, and productivity shaped growth and margin
PepsiCo reported $24.2B in revenue and $4B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY22 · AMZNAmazon FY22 Earnings: How Prime, fulfillment, advertising, and AWS shaped growth and margin
Amazon reported $514B in revenue and $12.2B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY22 · NFLXNetflix FY22 Earnings: How content, recommendation, pricing, and advertising shaped growth and margin
Netflix reported $31.6B in revenue and $5.6B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY22 · GOOGLAlphabet FY22 Earnings: How Search, YouTube, Cloud, and AI shaped growth and margin
Alphabet reported $282.8B in revenue and $74.8B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY22 · METAMeta Platforms FY22 Earnings: How recommendation, creators, messaging, and advertising shaped growth and margin
Meta Platforms reported $116.6B in revenue and $28.9B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY22 · ACNAccenture FY22 Earnings: How turning product usage, data, and distribution shaped growth and margin
Accenture reported $61.6B in revenue and $9.4B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY22 · MSFTMicrosoft FY22 Earnings: How Azure, Microsoft 365, security, and AI shaped growth and margin
Microsoft reported $198.3B in revenue and $83.4B in operating profit for FY22. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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