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
Kroger FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Kroger reported $147.6B in revenue and $1.9B 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 · ROSTRoss Stores FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Ross Stores reported $22.8B in revenue and $2.1B 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 · TJXTJX Companies FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
TJX Companies reported $60.4B in revenue and $5.5B 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 · PVHPVH FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
PVH reported $9B in revenue and $25M 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 · NCNOnCino FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
nCino reported $595M in revenue and $4M 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 · PLAYDave & Buster's Entertainment FY2026 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Dave & Buster's Entertainment reported $2.1B in revenue and $86M 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 · CURVTorrid Holdings FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Torrid Holdings reported $1B in revenue and $21M 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 · PRPLPurple Innovation FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Purple Innovation reported $469M in revenue and -$43M 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 →FY2026 · JILLJ.Jill FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
J.Jill reported $597M in revenue and $51M 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 · AEOAmerican Eagle Outfitters FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
American Eagle Outfitters reported $5.5B in revenue and $226M 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 · DBIDesigner Brands FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Designer Brands reported $2.9B in revenue and $48M 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 · MMacy's FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Macy's reported $21.8B in revenue and $1B 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 · DKSDick's Sporting Goods FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Dick's Sporting Goods reported $17.2B in revenue and $1.1B 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 · OXMOxford Industries FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Oxford Industries reported $1.5B in revenue and -$31M 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 · VRAVera Bradley FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Vera Bradley reported $270M in revenue and -$32M 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 · ANFAbercrombie & Fitch FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Abercrombie & Fitch reported $5.3B in revenue and $699M 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 · ULTAUlta Beauty FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Ulta Beauty reported $12.4B in revenue and $1.5B 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 · WSMWilliams-Sonoma FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Williams-Sonoma reported $7.8B in revenue and $1.1B 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 · SHOEShoe Station Group FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Shoe Station Group reported $1.1B in revenue and $67M 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 · LELands' End FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Lands' End reported $1.3B in revenue and $44M 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 · NDLSNoodles & Company FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Noodles & Company reported $495M in revenue and -$32M 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 →FY2026 · CHWYChewy FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Chewy reported $12.6B in revenue and $254M 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 · PATHUiPath FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
UiPath reported $1.6B in revenue and $57M 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 · CNMCore & Main FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Core & Main reported $7.6B in revenue and $722M in operating profit for FY2026. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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