#plain-text-accounting
Discover the power of version-controlled, human-readable financial records
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's FY2026 Q4 shows $19.2B revenue but just $5.8B in cloud infrastructure, against $638B RPO.
Broadcom Q2 FY2026 (quarter ended May 3, 2026): $22.19B revenue, $10.8B AI revenue (+143% YoY) crossing half of semiconductor sales, $9.31B net income — tracked via public Beancount ledger FY2021–FY2026Q2.
Delta Q2 2026: $19.8B record revenue (+18.7%), $1.6B net income as a record $4.1B fuel bill compresses margins; 15% dividend hike — via public Beancount ledger.
JPMorgan Chase Q2 2026: $57.3B revenue (+27.7%) and record $21.2B net income (+41.2%), lifted by a $4.6B Visa gain — tracked in a public Beancount ledger.
Levi Strauss Q2 FY2026: $1.56B revenue (+8%), $87M net income, adjusted EPS +27% and raised 7.0–7.5% growth guidance — tracked via public Beancount ledger FY2021–FY2026Q2.
Netflix Q2 2026: $12.56B revenue (+13% YoY), $3.40B net income at 27% margin as ad-tier and price hikes compound — tracked via public Beancount ledger FY2021–FY2026Q2.
PepsiCo Q2 2026: $24.2B revenue (+6.4%), $2.98B net income, EPS +137% on an impairment lap as PBNA beverage volume fell 4% — via public Beancount ledger.
AMD Q2 2026: $11.5B revenue (+50% YoY) as data-center sales more than double to $6.7B, gross margin 54%, operating leverage returns — tracked via public Beancount ledger.
Coinbase Q2 2026: $1.22B revenue (-18.5% YoY), transaction revenue down 22% and a $359M net loss on crypto markdowns — tracked via public Beancount ledger.
Eli Lilly Q2 2026: $23.0B revenue (+48%), $8.38 non-GAAP EPS, $85–87B guide as Mounjaro and Zepbound hit 65% of sales — tracked in a public Beancount ledger.
