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
G-III Apparel Group FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
G-III Apparel Group reported $3B in revenue and $108M 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 · LOWLowe's FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Lowe's reported $86.3B in revenue and $10.2B 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 · SNOWSnowflake FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Snowflake reported $4.7B in revenue and -$1.4B 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 · DGDollar General FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Dollar General reported $42.7B in revenue and $2.2B 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 · VEEVVeeva Systems FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Veeva Systems reported $3.2B in revenue and $916M 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 · BURLBurlington Stores FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Burlington Stores reported $11.6B in revenue and $610M 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 · KSSKohl's FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Kohl's reported $15.5B in revenue and $624M 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 · FIVEFive Below FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Five Below reported $4.8B in revenue and $457M 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 · OLLIOllie's Bargain Outlet FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Ollie's Bargain Outlet reported $2.6B in revenue and $298M 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 · SSentinelOne FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
SentinelOne reported $1B in revenue and -$321M 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 · MOVMovado Group FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Movado Group reported $671M in revenue and $30M 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 · RICKRCI Hospitality Holdings FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
RCI Hospitality Holdings reported $279M 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 →FY2026 · HDThe Home Depot FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
The Home Depot reported $164.7B in revenue and $20.9B 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 · BBYBest Buy FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Best Buy reported $41.7B in revenue and $1.4B 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 · DOCUDocuSign FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
DocuSign reported $3.2B in revenue and $299M 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 · LULUlululemon athletica FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
lululemon athletica reported $11.1B in revenue and $2.2B 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 · GAPGap Inc. FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Gap Inc. reported $15.4B 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 · GTLBGitLab FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
GitLab reported $955M in revenue and -$70M 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 · ASOAcademy Sports + Outdoors FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Academy Sports + Outdoors reported $6.1B in revenue and $512M 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 · HQYHealthEquity FY2026 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
HealthEquity reported $1.3B in revenue and $322M 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 · DELLDell Technologies FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Dell Technologies reported $113.5B in revenue and $8.1B 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 · DLTRDollar Tree FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
Dollar Tree reported $19.4B in revenue and $1.7B 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 · SAICScience Applications International FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Science Applications International reported $7.3B in revenue and $521M 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 · IOTSamsara FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Samsara reported $1.6B in revenue and -$53M 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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