#financial-analysis
Analyze financial data and metrics to evaluate business performance and health
Carnival's FY2026 Q2 revenue rose 5.3% to $6.66B while operating income fell 8.9% — fuel cost per metric ton jumped 29% to $793 and net income slipped to $539M. Customer deposits reached $9.0B, cash-backed proof of booked demand that is still a refundable liability sitting against $23.4B of long-term debt. Every figure traced line by line in a public Beancount ledger covering FY2021 through Q2 FY2026.
Tesla's Q2 2026 revenue rose 25.5% to $28.24 billion on 480,450 deliveries and a record 13.5 GWh of energy storage, yet operating income fell 57% to $398 million as R&D rose 49%, SG&A rose 45%, and regulatory-credit revenue dropped 67% to $146 million. A $1.0 billion unrealized gain on Tesla's SpaceX stake then lifted net income to $1.13 billion, nearly triple the operating result. Full income statement, balance sheet and FY2021-Q2 2026 history in a public Beancount ledger.
FedEx's Q4 and full-year FY2026 print: $25.0B quarterly / $94.7B annual revenue, $4.43B net income, operating margin 5.8%, and more than $1B of transformation savings — with the June 1, 2026 Freight spin-off modeled in a public Beancount ledger covering FY2021–FY2026.
Nike's FY2026 Q4 gross margin rose 890 basis points to 49.2%, but $0.52 of the $0.72 diluted EPS came from expected IEEPA tariff recovery — the full-year ledger shows flat $46.4B revenue and $3.1B net income. Traced line by line in a public Beancount ledger covering FY2021 through FY2026.
NVIDIA's Q2 FY2027 revenue reached $96.2B (+106% YoY) on $59.7B of net income, yet operating cash flow fell 52% sequentially to $24.1B — accounts receivable rose $22.3B and DSO went from 45 to 60 days on extended payment terms. In the same quarter NVIDIA issued $25B of debt, returned $26B to shareholders, and disclosed guarantees of up to $105B for a single data-center campus. Full cash-flow bridge, balance sheet and FY2024–Q2 FY2027 history in a public Beancount ledger.
Oracle FY2026 Q4: $19.2B revenue with $638B RPO (+$85B q/q) vs $5.8B cloud infra — tracking the widest promise-to-P&L gap in tech via a public Beancount ledger rebuilt from 10-K filings FY2021–FY2026.
Broadcom Q2 FY2026 (quarter ended May 4, 2026): $22.19B revenue, $10.8B AI revenue (+143% YoY) crossing half of semiconductor sales, $8.09B net income — tracked via public Beancount ledger FY2021–FY2026Q2.
Delta Air Lines Q2 2026: $17.7B record revenue, $2.9B net income, fuel $3.4B headwind and 15% dividend hike — tracked via public Beancount ledger FY2021–FY2026Q2.
JPMorgan Chase Q2 2026: $45.7B revenue, $18.1B net income, $50B buyback authorization and 10% dividend hike after Fed stress test — tracked via public Beancount ledger FY2021–FY2026Q2.
Levi Strauss Q2 FY2026: $1.69B revenue (+8.3%), $230M net income, 27% EPS growth and 5.5–6.5% guidance raise — tracked via public Beancount ledger FY2021–FY2026Q2.
Netflix Q2 2026: $12.56B revenue (+13% YoY), $3.26B net income at 26% margin as ad-tier and price hikes compound — tracked via public Beancount ledger FY2021–FY2026Q2.
PepsiCo Q2 2026: $23B revenue, $2.59B net income, EPS +137% YoY even as North America beverage volume fell 4% — tracked via public Beancount ledger FY2021–FY2026Q2.
