Segment Margin, Explained: The Number That Settles Whether a Product Line Earns Its Keep
Segment margin is revenue minus variable and traceable fixed costs — drop a segment only when avoidable costs exceed lost revenue.
#profit-margins
Profit Margins
Calculate, benchmark, and improve profit margins across your business
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.
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.
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.
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%.
Element Solutions Q3 2026 Earnings: Sales Up 52% to $995M, EBITDA Guide Raised to $720M
Element Solutions' Q3 2026 sales rose 52% to $995.3M on two deals; organic growth was 13%, Electronics +18% on AI demand, and the EBITDA guide rose to ~$720M.
Gentex Q3 2026 Earnings: Sales Down 1% to $647.7M, Guide Cut Despite 800 bps Outgrowth
Gentex's Q3 2026 sales fell 1% to $647.7M and guidance was cut — but North American auto revenue outgrew vehicle production by 800 bps on content gains.
Healthcare Services Group Q3 2026 Earnings: Segment Profit Up 45% as Net Income Falls 42%
Healthcare Services Group Q3 2026 revenue rose 3.3% to $479.6M and segment profit 45%; net income fell 42% to $24.9M against a $34.2M ERC-inflated 2025 base.
Knowles Q3 2026 Earnings: Revenue Up 20% to $184M, FY Guide Raised to ~$689M
Knowles' Q3 2026 revenue rose 20% to $184M, beating guidance; Precision Devices book-to-bill topped one for an eighth straight quarter.
MaxLinear Q3 2026 Earnings: Revenue Up 72% to $218M, Back to Profit on AI Optical Ramp
MaxLinear Q3 2026 revenue rose 72% to $218.1M as infrastructure sales tripled on AI optical demand; GAAP operating margin swung from −33% to +14%.
Autoliv Q3 2026 Earnings: 9.7% Margin, but the Guide Needs a Record Q4
Autoliv Q3 2026 sales slipped 0.5% to $2.69B at a 9.7% adjusted margin; the narrowed 10.5% full-year guide implies a ~13.7% Q4 margin, its 2026 high.
Badger Meter Q3 2026 Earnings: 20.2% Margin on Flat Sales as AMI Pauses
Badger Meter earned $35.9M on flat $235.9M Q3 2026 sales; EPS rose 4% to $1.24 and operating margin hit 20.2% as utility sales fell 3% ex-UDlive.