Deckers Q2 FY2027 Earnings: Record $1.48B Sales, EPS Up 27% to $2.31 on Tariff Refund
Deckers' Q2 FY2027 sales rose 3.5% to a record $1.48B and EPS jumped 27% to $2.31 — but $0.28 came from a tariff refund and DTC comps fell 6.4%.
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Plain-text accounting insights, tutorials, and updates from the Beancount.io team.
Comfort Systems USA Q3 2026: Revenue +54% to $3.77B, Backlog Hits $17.8B on Data Centers
Comfort Systems USA's Q3 revenue jumped 54% to $3.77B on 46% same-store growth, with backlog hitting a record $17.8B on data-center demand.
Bloom Energy Q3 FY2026 Earnings: Revenue Up 138% to $1.24B, $249M GAAP Profit
Bloom Energy Q3 FY2026 revenue rose 138% to $1.24B with $249M of GAAP net income; the risk is $793M of unbilled contract assets Q4 must turn into cash.
Blackstone Q3 2026 Earnings: Distributable Earnings Down 9% to $1.7B, AUM Past $1.37T
Blackstone's Q3 2026 distributable earnings fell 9% to $1.7B as realized carry dropped 38%, while fee earnings grew 6% on $1.37T of AUM.
ARR vs. ACV vs. TCV: What Each SaaS Contract Metric Actually Measures
ACV annualizes one contract, TCV totals its full term, ARR run-rates every customer — and revenue recognizes only as service is delivered.
AppFolio Q3 FY2026 Earnings: Revenue Up 19% to $295.7M, Operating Income Up 64%
AppFolio Q3 FY2026 revenue rose 19% to $295.7M on 8% unit growth; GAAP operating income jumped 64% to $57.4M and full-year guidance rose to $1.122–1.127B.
Annaly Capital Q3 2026: GAAP Loss of $1.36 as Rates Bite, but EAD of $0.80 Covers Dividend
Annaly posted a $1.36 GAAP loss as rising rates marked down $4.72B of MBS, but distributable earnings of $0.80 covered the $0.75 dividend.
Accounting Conservatism, Explained: Why Your Books Recognize Losses Early and Gains Late
GAAP books losses now, gains only when realized: allowance reserves, inventory write-downs, ASC 450 contingencies, and where prudence becomes manipulation.
Wyndham Q3 2026 Earnings: Revenue Up 7% to $410M as U.S. RevPAR Grows 6%
Wyndham Q3 2026: revenue rose 7% to $410M on 6% U.S. RevPAR growth; net income fell 6% to $99M as a $17M marketing-fund swing hid 9% comparable EPS growth.
Winnebago Q4 FY2026 Earnings: Sales Down 17%, $142.5M Cash Flow Cuts Leverage
Winnebago Q4 FY2026 revenue fell 17% to $645.1M, yet $142.5M of operating cash flow cut net leverage from 3.0x to 2.2x and funded a 3% dividend raise.
What Counts as Gross Income? Section 61's All-Inclusive Rule, Explained
Section 61 taxes all income from whatever source derived — wages, barter, canceled debt, found money — unless a named exclusion takes it out.
Waste Connections Q3 2026 Earnings: $153M of Price Covers a $55M Volume Drop
Waste Connections grew Q3 2026 revenue 7.3% to $2.64B as price added $153M and volumes lost $55M; adjusted EBITDA margin hit 34.0% and guidance rose again.