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
B&G Foods FY2026 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
B&G Foods reported $1.8B in revenue and $97M 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 · KAIKadant FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Kadant reported $1.1B in revenue and $157M 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 · HTLDHeartland Express FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Heartland Express reported $806M in revenue and -$57M 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 · HLIOHelios Technologies FY2026 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Helios Technologies reported $839M in revenue and $66M 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 · UNHUnitedHealth Group FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
UnitedHealth Group reported $447.6B in revenue and $19B 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 · PGRProgressive FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Progressive reported $87.7B in revenue and $11.3B 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 · WYNNWynn Resorts FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Wynn Resorts reported $7.1B in revenue and $1.1B 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 · CELHCelsius Holdings FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Celsius Holdings reported $2.5B in revenue and $141M 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 · AAONAAON FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
AAON reported $1.4B in revenue and $146M 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 · NCLHNorwegian Cruise Line Holdings FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Norwegian Cruise Line Holdings reported $9.8B in revenue and $1.6B 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 · VACMarriott Vacations Worldwide FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Marriott Vacations Worldwide reported $5B in revenue and -$299M 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 · SHOOSteven Madden FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Steven Madden reported $2.5B in revenue and $81M 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 · BJRIBJ's Restaurants FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
BJ's Restaurants reported $1.4B in revenue and $46M 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 · ALGAlamo Group FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Alamo Group reported $1.6B in revenue and $152M 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 · VICRVicor FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Vicor reported $408M in revenue and $82M 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 · SRPTSarepta Therapeutics FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Sarepta Therapeutics reported $2.2B in revenue and -$700M 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 · BHBiglari Holdings FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Biglari Holdings reported $395M in revenue and -$37M 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 · RDNTRadNet FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
RadNet reported $2B in revenue and $62M 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 · ZMZoom Communications FY2026 Earnings: How turning product usage, data, and distribution shaped growth and margin
Zoom Communications reported $4.9B 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 →FY2025 · WBDWarner Bros. Discovery FY2025 Earnings: How converting attention shaped growth and margin
Warner Bros. Discovery reported $37.3B in revenue and $738M 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 · DUOLDuolingo FY2025 Earnings: How converting attention shaped growth and margin
Duolingo reported $1B in revenue and $136M 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 · ORLYO'Reilly Automotive FY2025 Earnings: How using location, inventory, procurement, loyalty, and service frequency to compound repeat demand shaped growth and margin
O'Reilly Automotive reported $17.8B in revenue and $3.5B 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 →FY2025 · NYTThe New York Times Company FY2025 Earnings: How converting attention shaped growth and margin
The New York Times Company reported $2.8B in revenue and $432M 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 · ALGNAlign Technology FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Align Technology reported $4B in revenue and $546M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
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