#open-ledger
Public ledger examples and transparent financial records
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.
Circle's Q2 2026 total revenue and reserve income was $701.3M (+7% YoY), with net income from continuing operations of $48.2M — a $530M YoY swing explained by last year's $503.4M IPO stock-compensation charge rolling off, not USDC demand. Period-end USDC circulation fell to $73.3B from $77.0B, distribution partners kept 58.8% of revenue, and ~$242M of ARC Token presale proceeds sit as deferred revenue ahead of the September 16 Arc mainnet, all reconstructed in Circle's public Beancount ledger.
CrowdStrike's FY2027 Q2 (ended July 31, 2026) posted $1.47 billion of revenue (+26%), record net new ARR of $333 million (+51%), and ending ARR of $5.84 billion, with GAAP net income turning positive at $5.3 million. Deferred revenue of $4.84 billion and RPO of $10.7 billion show where the ARR lives before the income statement recognizes it — asserted line by line in a public Beancount ledger.
DICK'S Sporting Goods FY2026 Q2: net sales $5,587M (+53% on the first full Foot Locker quarter), net income $315M (−17%), diluted EPS $3.50 (−26%) on ~9.6M deal shares. DICK'S Business comps grew +4.9% with World Cup lift while Foot Locker pro forma comps fell −3.6%; goodwill of $837M, intangibles of $763M, and up to $750M of contemplated unproductive-asset charges track the $2.5B integration — all in a public Beancount ledger spanning FY2021–FY2026Q2.
Dollar General FY2026 Q2: net sales $11.29B (+5.2%), same-store sales +3.5% on traffic +2.0%, and net income $550M (+33.8%). Roughly 81 of the 127 basis points of gross-margin expansion to 32.6% came from tariff refunds after reinvestments, diluted EPS of $2.48 includes an estimated $0.25 refund benefit, and full-year net-sales growth guidance was raised to 4.0%–4.3% — all tracked in a public Beancount ledger spanning FY2021–FY2026Q2.
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.
Intuit's fiscal 2026 (ended July 31, 2026) closed with $21.4B of revenue (+14%), $4.6B of GAAP net income, and operating margin at 27% — while $5.5B of buybacks (+96% YoY) and a 15% dividend raise pushed stockholders' equity down to $19.0B. Every period from FY2022 through the audited FY2026 annual is asserted in a public Beancount ledger.
Kroger posted $34.6B in Q2 FY2026 sales (+2.0%) and $641M net earnings, but identical sales without fuel rose just 0.2% and full-year identical-sales guidance was cut to 0.2%–0.8% while adjusted EPS of $5.10–$5.30 was reaffirmed. We rebuild the quarter in a Beancount ledger to show how pharmacy, fuel, media, and eCommerce carry a 1.9%-net-margin grocer.
Lululemon FY2026 Q2: net revenue $2.416B (−4%), comparable sales −9% with Americas at −12%, and net income $329M (−11%). The 60.5% gross margin includes 560 basis points from $134.5M of IEEPA tariff refunds, inventories sit at $1,711M near the cycle high, and full-year guidance was cut to $10.35–10.5B — all tracked in a public Beancount ledger spanning FY2021–FY2026Q2.
Marvell's Q2 FY2027 (ended August 1, 2026) posted record revenue of $2.739B (+37% YoY) and data-center revenue of $2.172B (+46%), yet GAAP net income of $308M was barely a third of the $866M non-GAAP figure. The $558M gap — $326M stock-based compensation plus $215M acquired-intangible amortization — is reconciled line by line in a public Beancount ledger.
Medtronic Q1 FY2027: $9.756B revenue (+13.7%), GAAP net income $1.470B, EPS $1.14, Cardiac Ablation +88%, and a raised FY27 guide — tracked in a public Beancount ledger that keeps the real 14-week period end and states the release’s ~$570M extra-week estimate.
Oracle FY2027 Q1: $19.3B revenue (+30%), IaaS up 121% to $7.4B, RPO up $26B sequentially to $664B, capex $28.5B with free cash flow of −$5.4B, and a $20B ATM equity raise — tracked in a public Beancount ledger where deferred revenue is asserted at $14.7B.
