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
Monolithic Power Systems FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Monolithic Power Systems reported $2.8B in revenue and $729M 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 · CBChubb FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Chubb reported $59.4B in revenue and $10.3B 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 · STLDSteel Dynamics FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Steel Dynamics reported $18.2B in revenue and $1.5B 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 · MNSTMonster Beverage FY2025 Earnings: How building mental and physical availability while managing price, volume, mix, and distribution shaped growth and margin
Monster Beverage reported $8.3B in revenue and $2.4B 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 · BXBlackstone FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Blackstone reported $14.5B in revenue and $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 · KKRKKR FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
KKR reported $19.5B in revenue and $6.1B 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 · TXRHTexas Roadhouse FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Texas Roadhouse reported $5.9B in revenue and $475M 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 · WRBW. R. Berkley FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
W. R. Berkley reported $14.7B in revenue and $1.8B 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 · CHEChemed FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Chemed reported $2.5B in revenue and $338M 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 · CGThe Carlyle Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
The Carlyle Group reported $4.8B in revenue and $1.2B 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 · TENBTenable FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Tenable reported $999M in revenue and -$9M 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 · NTRANatera FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Natera reported $2.3B in revenue and -$310M 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 · YETIYETI Holdings FY2026 Earnings: How scale, brand memory, assortment, distribution, and membership or loyalty shaped growth and margin
YETI Holdings reported $1.9B in revenue and $214M 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 · INGNInogen FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Inogen reported $349M 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 →FY2025 · WSOWatsco FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Watsco reported $7.2B in revenue and $720M 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 · IBKRInteractive Brokers Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Interactive Brokers Group reported $7.8B in revenue and $4.4B 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 · FOURShift4 Payments FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Shift4 Payments reported $4.2B in revenue and $351M 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 · AVBAvalonBay Communities FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
AvalonBay Communities reported $3B 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 · GOLFAcushnet Holdings FY2025 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Acushnet Holdings reported $2.6B 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 →FY2026 · FOXFFox Factory Holding FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Fox Factory Holding reported $1.5B in revenue and -$523M 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 · WWWWolverine World Wide FY2026 Earnings: How distinctive products, memory, availability, merchandising, and inventory discipline shaped growth and margin
Wolverine World Wide reported $1.9B in revenue and $150M 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 · MATXMatson FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Matson reported $3.3B in revenue and $500M 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 · PRVAPrivia Health FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Privia Health reported $2.1B in revenue and $34M 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 · USPHU.S. Physical Therapy FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
U.S. Physical Therapy reported $781M in revenue and $87M 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 →
