Chewy FY2026 Q2 Earnings: 84.6% Autoship, $80.5M Net Income
Chewy's 84.6% Autoship share measures customer spending, not contracted revenue: Q2 sales rose 7.3% to $3.33B while free cash flow fell 15.5% to $89.5M.
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Income Statement
Understand, read, and analyze income statements and profit and loss reports
Lennar FY2026 Q3 Earnings: 52% Profit Drop, 116-Day Cycle
Lennar FY2026 Q3: $8.046B revenue (-8.7%) and parent net income down 52% to $283.9M, while the build cycle hit a record 116 days and new orders fell 9%.
Alibaba FY2027 Q1 Earnings: Cloud Revenue +45% While GAAP Net Income Falls 75%
Alibaba's FY2027 Q1 (quarter ended June 30, 2026) posted RMB 268,953 million revenue (+9%) while GAAP net income fell 75% to RMB 10,444 million. AI Cloud and Compute Services revenue accelerated to +45% with adjusted EBITA up 133%, CapEx rose 75% to RMB 67,678 million, and free cash flow swung to a RMB 44,670 million outflow — every line reconciled FY2023–FY2027 Q1 in a public Beancount ledger kept in RMB millions.
Disney FY2026 Q3 Earnings: $25.2B Revenue, Experiences at $9.97B, and Streaming That Finally Pays
Disney's FY2026 Q3: revenue $25.2B (+7%), total segment operating income $5.6B (+21%), and net income attributable to Disney of $2.64B. GAAP EPS fell 48% against a prior-year Hulu tax benefit while adjusted EPS rose 28% to $2.06. Experiences grew 10% to $9.97B with operating income +20%, Entertainment SVOD reached a 13% operating margin, and Sports operating income fell 17% on NBA/NHL postseason costs. Free cash flow of $3.1B backs a raised ≥$9B buyback — all tracked in a public Beancount ledger spanning FY2022–FY2026 Q3.
HP Q3 FY2026 Earnings: $0.11 of Tariff Refunds Inside Both EPS Prints
HP Inc.'s Q3 FY2026 earnings — $15.677B revenue (+12.5%), GAAP diluted EPS of $0.71 and non-GAAP $0.83, both including $0.11 from $127M of IEEPA tariff refunds recorded as a reduction of Products cost. A double-entry Beancount breakdown that isolates the refund as its own posting.
Novo Nordisk H1 2026 Earnings: DKK 175.3B Sales, DKK 69.5B Net Profit, Outlook 'Raised' to 0% to −6%
Novo Nordisk's H1 2026 results — DKK 175.3B net sales, DKK 69.5B net profit, Q2 adjusted operating profit up 11% at CER — against full-year guidance of 0% to −6% adjusted growth. A double-entry Beancount breakdown of the 340B rebate bridge, DKK 6.3B impairments, and the GLP-1 franchise's shift from scarcity to pricing pressure.
Tencent Q2 2026 Earnings: RMB 204.8B Revenue, RMB 56.0B Profit, Capex +176%
Tencent's 2Q2026 earnings — RMB 204.8B revenue (+11% YoY), RMB 56.0B attributable profit (+0.7%), and capital expenditure up 176% to RMB 52.8B, pushing free cash flow to negative RMB 13.8B. A double-entry Beancount breakdown of segment growth, margins, and the AI compute build showing up in PP&E.
Workday Q2 FY2027 Earnings: $2.57 Diluted EPS on an Intra-Entity IP Transfer
Workday's Q2 FY2027 earnings — $2.649B revenue (+12.8%), 11.8% GAAP operating margin, and $2.57 diluted EPS that triples the year-ago $0.84 because of a $374M deferred-tax asset from an intra-entity IP transfer worth $1.52 per share. A double-entry Beancount breakdown that posts the one-off tax benefit on its own ledger line.
Applied Materials FY2026 Q3: Record $9.12B Revenue and the Inventory Ledger Behind AI Capex
Applied Materials posted record Q3 FY2026 revenue of $9.12 billion (+25% YoY), a 50.3% GAAP gross margin, and net income of $2.54 billion (+43%). A double-entry read of the balance-sheet lines that lead the AI equipment cycle — inventory at $6.56 billion and contract liabilities at $3.27 billion, both rising together.
Berkshire Hathaway Q2 2026 Earnings: $25.7B of Net Income, $10.9B of Unrealized Gains
Berkshire Hathaway reported $25.7B of Q2 2026 GAAP net income, but $10.9B was unrealized equity gains; operating earnings were $13.0B, cash and T-bills reached $365.5B, and insurance float hit $177.5B. A public Beancount ledger separates mark-to-market gains from operating results.
Broadcom Q3 FY2026 Earnings: $29.6B Record Quarter as AI Semiconductors Hit $16.7B
Broadcom's Q3 FY2026 revenue hit $29.591 billion (+86% YoY) and GAAP net income $13.088 billion (+216%), with AI semiconductor revenue of $16.7 billion now 56% of total revenue. A double-entry breakdown of how the AI backlog shows up as $13.7 billion of receivables and $4.5 billion of inventory while free cash flow ran at 46% of revenue.
GameStop FY2026 Q2 Earnings: $298.7M of Net Income on $790M of Sales
GameStop earned $298.7 million of net income on $790.2 million of net sales in FY2026 Q2 — a record $160.2 million of second-quarter operating income, with the rest driven by a $4.9 billion eBay stake and $5.4 billion of cash, marketable securities, and digital assets, reconciled line by line in a public Beancount ledger.