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
Marten Transport FY2025 Earnings: How matching network capacity with demand while improving yield, utilization, density, and reliability shaped growth and margin
Marten Transport reported $884M in revenue and $23M 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 · CUBECubeSmart FY2025 Earnings: How turning occupancy, contracted rent, development, and asset utilization shaped growth and margin
CubeSmart reported $957M in revenue and $331M 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 · PGNYProgyny FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Progyny reported $1.3B in revenue and $85M 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 · BRKRBruker FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Bruker reported $3.4B in revenue and $68M 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 · PRIPrimerica FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Primerica reported $3.3B in revenue and $975M 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 · HMNHorace Mann Educators FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Horace Mann Educators reported $1.7B in revenue and $162M 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 · RNGRingCentral FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
RingCentral reported $2.5B in revenue and $121M 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 · TTDThe Trade Desk FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
The Trade Desk reported $2.9B in revenue and $589M 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 · SGSweetgreen FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Sweetgreen reported $679M in revenue and -$139M 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 · XYZBlock FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
Block reported $24.2B in revenue and $1.7B 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 · NETCloudflare FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
Cloudflare reported $2.2B in revenue and -$207M 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 · TMOThermo Fisher Scientific FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Thermo Fisher Scientific reported $44.6B in revenue and $7.7B 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 · MTCHMatch Group FY2025 Earnings: How converting attention shaped growth and margin
Match Group reported $3.5B in revenue and $873M 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 · PFEPfizer FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Pfizer reported $62.6B in revenue and $7.5B 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 · SHAKShake Shack FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
Shake Shack reported $1.4B in revenue and $63M 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 · HOGHarley-Davidson FY2025 Earnings: How product, software, financing, distribution, service, and residual value across the ownership cycle shaped growth and margin
Harley-Davidson reported $4.5B in revenue and $387M 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 · CMECME Group FY2025 Earnings: How earning spread, fees, or underwriting profit from trusted relationships, transaction frequency, and risk selection shaped growth and margin
CME Group reported $6.5B in revenue and $4.2B 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 · CIThe Cigna Group FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
The Cigna Group reported $274.9B in revenue and $9.2B 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 · ETNEaton FY2025 Earnings: How installed base, backlog, service, engineering, and operational reliability shaped growth and margin
Eaton reported $27.4B in revenue and $4.1B 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 · MPCMarathon Petroleum FY2025 Earnings: How converting reserves, throughput, commodity spreads, and capital discipline shaped growth and margin
Marathon Petroleum reported $132.7B in revenue and $8.3B 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 · DGXQuest Diagnostics FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Quest Diagnostics reported $11B 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 · PENNPENN Entertainment FY2025 Earnings: How turning locations, capacity, service quality, and repeat occasions shaped growth and margin
PENN Entertainment reported $7B in revenue and -$674M 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 · SSNCSS&C Technologies FY2025 Earnings: How turning product usage, data, and distribution shaped growth and margin
SS&C Technologies reported $6.3B in revenue and $1.4B 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 · RGENRepligen FY2025 Earnings: How turning clinical evidence, access, adherence, and professional trust shaped growth and margin
Repligen reported $738M in revenue and $55M 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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