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
Asana FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Asana reported $791M in revenue and -$197M 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 · TALKTalkspace FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Talkspace reported $229M in revenue and $3M 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 · LOCOEl Pollo Loco FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
El Pollo Loco reported $0M in revenue and $38M 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 · BBWIBath & Body Works FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Bath & Body Works reported $7.3B 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 · BJBJ's Wholesale Club FY2026 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
BJ's Wholesale Club reported $21.5B in revenue and $817M 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 · CURICuriosityStream FY2025 Earnings: How converting attention shaped growth and margin
CuriosityStream reported $72M in revenue and -$7M 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 · PDPagerDuty FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
PagerDuty reported $493M in revenue and $6M 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 · HCATHealth Catalyst FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Health Catalyst reported $311M in revenue and -$161M 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 · TGTTarget FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
Target reported $104.8B in revenue and $5.1B 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 · MDBMongoDB FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
MongoDB reported $2.5B in revenue and -$137M 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 · FWRDForward Air FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Forward Air reported $2.5B in revenue and $36M 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 · IPARInter Parfums FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Inter Parfums reported $1.5B in revenue and $270M 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 · BOXBox FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Box reported $1.2B in revenue and $83M 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 · DYDycom Industries FY2026 Earnings: How monetizing network quality, coverage, spectrum, and customer lifetime while containing acquisition and capital costs shaped growth and margin
Dycom Industries reported $5.5B in revenue and $281M 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 · WDAYWorkday FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Workday reported $9.6B in revenue and $721M 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 · COOKTraeger FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Traeger reported $560M in revenue and -$98M 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 · CRWDCrowdStrike FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
CrowdStrike reported $4.8B in revenue and -$293M 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 · OKTAOkta FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Okta reported $2.9B in revenue and $149M 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 · OLPXOlaplex FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Olaplex reported $423M in revenue and $7M 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 · KTBKontoor Brands FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Kontoor Brands reported $3.2B in revenue and $337M 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 · MIDDThe Middleby Corporation FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
The Middleby Corporation reported $3.2B in revenue and $575M 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 · XPOFXponential Fitness FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Xponential Fitness reported $315M in revenue and $20M 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 · ADSKAutodesk FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Autodesk reported $7.2B in revenue and $1.6B 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 · DARDarling Ingredients FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Darling Ingredients reported $6.1B in revenue and $273M 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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