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Earnings Analysis

73 companies
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CompanyTickerMarket CapCountryEarnings DateKey Achievements Insights
NVIDIA CorporationNVDA$4.49TUnited StatesNov 20, 2025
Record Q3 data center revenue of $51.2 billion increased 66% year-over-year, a significant feat at NVIDIA's scale.
Revenue of $57 billion was delivered, up 62% and a record sequential revenue growth of $10 billion or 22%.
Networking business, now the largest in the world, generated revenue of $8.2 billion, up 162% year-over-year with NVLink, InfiniBand and Spectrum-X Ethernet all contributing to growth.
GAAP gross margins were 73.4% and non-GAAP gross margins was 73.6%, exceeding the company's outlook.
Gaming revenue reached $4.3 billion, up 30% year-on-year, driven by strong demand as Blackwell momentum continued.
Alphabet Inc.GOOG$3.97TUnited StatesOct 30, 2025
Alphabet delivered its first ever $100 billion quarter, with revenue doubling from $50 billion five years ago.
Cloud backlog grew 46% quarter-over-quarter to $155 billion, reflecting accelerating growth driven by AI revenue.
Gemini app reached over 650 million monthly active users, with queries increasing by 3x from Q2.
YouTube maintained #1 position in U.S. streaming watch time for over two years, and its exclusive global NFL broadcast drew more than 19 million fans, setting a new record for concurrent viewers.
Net income increased 33% to $35 billion, and earnings per share increased 35% to $2.87.
Apple Inc.AAPL$3.81TUnited StatesOct 31, 2025
Record quarterly revenue of $98.7 billion was reported, driven by strong demand across the iPhone and Services segments.
The company achieved double-digit growth in Greater China and India, reflecting continued momentum in emerging markets.
Gross margin expanded to 44.1%, representing the highest level in over a decade.
Apple Services revenue reached an all-time high, supported by increased subscriptions and App Store performance.
The company returned over $25 billion to shareholders through dividends and share repurchases during the quarter.
Microsoft CorporationMSFT$3.56TUnited StatesOct 30, 2025
Microsoft Cloud revenue surpassed $49 billion, up 26% year-over-year.
Commercial bookings increased 112% and 111% in constant currency and were significantly ahead of expectations, driven by Azure commitments from OpenAI as well as continued growth in the number of $100 million-plus contracts for both Azure and M365.
Operating margins increased year-over-year to 49% and were ahead of expectations with stronger-than-anticipated results and high-margin businesses this quarter.
GitHub is now home to over 180 million developers and the platform is growing at the fastest rate in its history, adding a developer every second.
Cloud migrations are accelerating, and in data and analytics, Fabric revenue grew 60%, which is faster than any other data and analytics platform in the industry.
Meta Platforms, Inc.META$1.65TUnited StatesOct 30, 2025
3.5 billion people used at least one of Meta's apps every day, with Instagram reaching 3 billion monthly actives and Threads surpassing 150 million daily actives.
Q3 total Family of Apps revenue was $50.8 billion, up 26% year-over-year, and ad revenue reached $50.1 billion, also up 26%.
Reels achieved an annual run rate of over $50 billion, with video time spent on Instagram up more than 30% since last year.
Meta's end-to-end AI-powered ad tools surpassed a $60 billion annual run rate, reflecting strong adoption and performance improvements.
Within Reality Labs, Q3 revenue was $470 million, up 74% year-over-year, driven by retail partners stocking Quest headsets and strong AI glasses revenue.
Broadcom Inc.AVGO$1.64TUnited StatesDec 12, 2025
Consolidated revenue grew 24% year-over-year to a record $64 billion, driven by AI semiconductors and VMware.
AI revenue grew 65% year-over-year to $20 billion, driving the semiconductor revenue for this company to a record $37 billion for the year.
Q4 consolidated adjusted EBITDA was a record $12.218 billion, up 34% year-on-year.
Free cash flow grew 39% year-on-year to $26.9 billion.
The company announced an increase in its quarterly common stock cash dividend in Q1 fiscal 2026 to $0.65 per share, an increase of 10% from the prior quarter.
Eli Lilly and CompanyLLY$952.29BUnited StatesOct 30, 2025
Q3 2025 revenue grew 54% compared to the same period last year, driven by key products and strong global uptake.
U.S. market share in incretin analogs increased for the fifth consecutive quarter, with Lilly medicines accounting for nearly 6 out of 10 prescriptions in this class.
FDA approval was achieved for imlunestrant (Inluriyo) for ER-positive, HER2-negative, ESR1-mutated advanced or metastatic breast cancer, and EU approval was granted for Kisunla in early symptomatic Alzheimer's disease.
Positive results were reported from multiple Phase III trials, including Jaypirca in treatment-naive CLL, Verzenio in high-risk early breast cancer, and orforglipron in both obesity and type 2 diabetes.
Distribution of $1.3 billion in dividends and execution of approximately $700 million in share repurchases were completed during the quarter.
Walmart Inc.WMT$912.82BUnited StatesNov 20, 2025
Sales grew 5.9% overall in constant currency, and adjusted operating income grew even faster at 8%.
E-commerce was a highlight again in Q3, up 27% in total, with each segment delivering growth in e-commerce above 20%.
International drove the strongest performance with a sales increase of 11.4% in constant currency and adjusted operating income grew 16.9%.
Globally, advertising grew 53%, including VIZIO, and membership income was up 17%.
Year-to-date, nearly $13 billion has been returned to shareholders through dividends and share repurchases.
JPMorgan Chase & Co.JPM$896.14BUnited StatesJan 13, 2026
Net income of $13 billion and EPS of $4.63 with an ROTCE of 18% reported for the quarter.
Revenue of $46.8 billion was up 7% year-on-year on higher markets revenue as well as higher asset management fees and auto lease income.
For the full year, strong franchise growth included 1.7 million net new checking accounts, 10.4 million new card accounts, and record households in wealth management across digital and advised channels.
Asset & Wealth Management reported net income of $1.8 billion with a pretax margin of 38%, and revenue of $6.5 billion was up 13% year-on-year, driven by growth in management fees and strong net inflows.
Record client asset net inflows of $553 billion for the year achieved across all channels, regions, and asset classes.
Visa Inc.V$668.84BUnited StatesOct 29, 2025
Fiscal fourth quarter net revenue grew 12% year-over-year to $10.7 billion, and EPS was up 10% resulting in full year net revenue and EPS year-over-year growth of 11% and 14%, respectively.
Total full year payments volume was $14 trillion, up 8% year-over-year in constant dollars, and processed transactions totaled 258 billion, up 10% year-over-year.
Visa Direct reached 12.6 billion transactions in full year 2025, up 27% year-over-year, demonstrating strong growth in both domestic and cross-border transactions.
Value-added services revenue grew 25% in constant dollars to $3 billion driven by issuing solutions, advisory and other services and pricing.
The Board has declared an increase to the quarterly dividend by 14% and intends to return excess free cash flow to shareholders through buybacks.
Oracle CorporationORCL$570.37BUnited StatesDec 11, 2025
Remaining performance obligations ended the quarter at $523.3 billion, up 433% from last year and up $68 billion since the end of August, driven by contracts signed with Meta, NVIDIA and others.
Total cloud revenue, which includes both applications and infrastructure, was up 33% at $8 billion, representing a significant acceleration from the 24% growth rate reported last year.
Cloud infrastructure revenue was $4.1 billion, up 66% with GPU-related revenue growing 177%.
Non-GAAP EPS was $2.26, up 51%, while GAAP EPS was $2.10, up 86%.
Cloud applications revenue was up 11% and that brings Oracle to about a $16 billion annualized run rate, with Fusion ERP up 17%, Fusion SCM up 18%, and Fusion HCM up 14%.
Exxon Mobil CorporationXOM$525.50BUnited StatesOct 31, 2025
Third quarter earnings per share reached the highest level compared to other quarters in a similar price environment.
Guyana production broke records with more than 700,000 barrels per day in the quarter, and Yellowtail was brought online four months ahead of schedule.
Permian Basin production set another record at nearly 1.7 million oil-equivalent barrels per day.
Singapore Resid Upgrade project successfully started up, converting low-value fuel oil into high-value lubricant products and diesel using a proprietary catalyst at scale.
Structural cost reductions since 2019 exceeded $14 billion, averaging about $2.5 billion per year.
Mastercard IncorporatedMA$516.83BUnited StatesOct 30, 2025
Net revenues increased 15% overall, with value-added services and solutions net revenue up 22% year-over-year on a non-GAAP currency-neutral basis.
Worldwide gross dollar volume (GDV) increased by 9% year-over-year, with cross-border volume up 15% globally for the quarter, reflecting continued growth in both travel and nontravel-related cross-border spending.
Contactless penetration reached 77% of all in-person switched purchase transactions in Q3, up 6 percentage points from the same period last year.
Mastercard secured multiple co-brand wins with large airlines and retailers, including Japan Airlines, Comair in Mexico, and Uni-President Group in Taiwan.
Operating income increased 15%, and net income and EPS rose 8% and 11%, respectively, driven primarily by strong operating income growth.
Costco Wholesale CorporationCOST$410.53BUnited StatesDec 12, 2025
Net income for the first quarter came in at $2.001 billion, or $4.50 per diluted share, up from $1.798 billion, or $4.04 per diluted share, in the first quarter last year.
Comparable sales were 6.4%, both before and after adjusting for gas price deflation and FX, with digitally enabled comparable sales at 20.5%.
Membership fee income reached $1.329 billion, an increase of $163 million or 14% year-over-year, with Executive Memberships up 9.1% versus last year.
Fiscal year '25 warehouse openings generated an annualized $192 million per warehouse of sales in the year of opening, up from $150 million for new warehouses opened just 2 years earlier.
Record-breaking days included the U.S. food court selling 358,000 whole pizzas on Halloween, Black Friday U.S. e-commerce sales exceeding $250 million in non-food orders, and Costco Travel U.S. achieving over $100 million in gross bookings in the 5 days following Thanksgiving, up 12% from last year.
Netflix, Inc.NFLX$408.79BUnited StatesOct 22, 2025
Record share of TV time achieved in Q3 in both the U.S. and the U.K., with engagement remaining healthy.
Best ad sales quarter ever recorded, with ad revenue on track to more than double this year.
Canelo-Crawford fight marked as the most viewed men's championship fight this century, highlighting success in live offerings.
KPop Demon Hunters recognized as Netflix's most popular film ever, demonstrating the company's ability to create breakthrough hits.
Highest quarterly view share ever achieved in the United States at 8.6% and in the U.K. at 9.4% according to Nielsen and Barb, respectively.
Bank of America CorporationBAC$407.84BUnited StatesJan 14, 2026
Net income of $7.6 billion reported for the fourth quarter, up 12% from the fourth quarter of 2024.
EPS increased by 18% from the fourth quarter of 2024, reaching $0.98 per share.
Return on tangible common equity improved by 128 basis points, and return on assets improved to 89 basis points.
Global Markets delivered a record year with nearly $21 billion in sales and trading revenue, marking the 15th consecutive quarter of improvement.
More than $30 billion in capital distributed back to shareholders, representing a 41% increase.
Micron Technology, Inc.MU$388.40BUnited StatesJun 26, 2025
Record levels of cash and liquidity reached, with $15.7 billion of liquidity including untapped facilities.
HBM business achieved over a $6 billion run rate based on last quarter's reported numbers.
12-high HBM yields outperformed initial 8-high ramp and exceeded expectations, contributing to better-than-expected cost performance.
DRAM bit demand outlook for calendar 2025 upgraded to high teens, reflecting robust AI-driven data center growth and improvements in industrial and distribution markets.
Gross margin guidance for the fourth quarter set at 42%, driven by favorable mix effects and strong pricing performance.
The Home Depot, Inc.HD$372.96BUnited StatesNov 18, 2025
Sales for the third quarter were $41.4 billion, up 2.8% from the same period last year.
Comp sales increased 0.2% from the same period last year and comps in the U.S. increased 0.1%.
Total company online comp sales leveraging digital platforms increased approximately 11% compared to the third quarter of last year.
Nine of our 16 merchandising departments posted positive comps, including kitchen, bath, outdoor garden, storage, electrical, plumbing, millwork, hardware and appliances.
Big ticket comp transactions for those over $1,000 were positive 2.3% compared to the third quarter of last year.
General Electric CompanyGE$339.22BUnited StatesOct 21, 2025
Third quarter revenue grew 26% and profit was $2.3 billion, also up 26%, driven by strong deliveries across aftermarket, OE and defense.
EPS increased 44% to $1.66 and free cash flow conversion exceeded 130%.
CES operating profit grew 35% year-on-year, supported by services demand with orders up 32% and services revenue up 28%.
Defense & Propulsion Technologies delivered revenue growth of 26% with profit up 75%, supported by higher output.
Korean Air announced the largest fleet commitment in its history with 103 Boeing aircraft powered by GEnx, GE9X and LEAP-1B engines plus long-term services.
Alibaba Group Holding LimitedBABA$337.30BHong KongFeb 20, 2025
Overall revenue, excluding Alibaba consolidated subsidiaries, grew 11% year-over-year this quarter with AI-related product revenue maintaining triple-digit year-over-year growth for the sixth consecutive quarter.
88 VIP members, the core consumer group, maintained double-digit growth, reaching 49 million by the end of the quarter.
AMAP achieved profitability this quarter, marking a milestone for the internet platform businesses segment.
Revenue from Taobao and Tmall Group was RMB 136.1 billion, an increase of 5%, with customer management revenue increasing by 9%.
Alibaba's non-GAAP net income was RMB 51.1 billion, an increase of 6%, and GAAP net income was RMB 46.4 billion, an increase of 333%.

NVIDIA Corporation

NVDA$4.49T
United States
Nov 20, 2025
Key Achievements
1

Record Q3 data center revenue of $51.2 billion increased 66% year-over-year, a significant feat at NVIDIA's scale.

2

Revenue of $57 billion was delivered, up 62% and a record sequential revenue growth of $10 billion or 22%.

3

Networking business, now the largest in the world, generated revenue of $8.2 billion, up 162% year-over-year with NVLink, InfiniBand and Spectrum-X Ethernet all contributing to growth.

4

GAAP gross margins were 73.4% and non-GAAP gross margins was 73.6%, exceeding the company's outlook.

5

Gaming revenue reached $4.3 billion, up 30% year-on-year, driven by strong demand as Blackwell momentum continued.

Alphabet Inc.

GOOG$3.97T
United States
Oct 30, 2025
Key Achievements
1

Alphabet delivered its first ever $100 billion quarter, with revenue doubling from $50 billion five years ago.

2

Cloud backlog grew 46% quarter-over-quarter to $155 billion, reflecting accelerating growth driven by AI revenue.

3

Gemini app reached over 650 million monthly active users, with queries increasing by 3x from Q2.

4

YouTube maintained #1 position in U.S. streaming watch time for over two years, and its exclusive global NFL broadcast drew more than 19 million fans, setting a new record for concurrent viewers.

5

Net income increased 33% to $35 billion, and earnings per share increased 35% to $2.87.

Apple Inc.

AAPL$3.81T
United States
Oct 31, 2025
Key Achievements
1

Record quarterly revenue of $98.7 billion was reported, driven by strong demand across the iPhone and Services segments.

2

The company achieved double-digit growth in Greater China and India, reflecting continued momentum in emerging markets.

3

Gross margin expanded to 44.1%, representing the highest level in over a decade.

4

Apple Services revenue reached an all-time high, supported by increased subscriptions and App Store performance.

5

The company returned over $25 billion to shareholders through dividends and share repurchases during the quarter.

Microsoft Corporation

MSFT$3.56T
United States
Oct 30, 2025
Key Achievements
1

Microsoft Cloud revenue surpassed $49 billion, up 26% year-over-year.

2

Commercial bookings increased 112% and 111% in constant currency and were significantly ahead of expectations, driven by Azure commitments from OpenAI as well as continued growth in the number of $100 million-plus contracts for both Azure and M365.

3

Operating margins increased year-over-year to 49% and were ahead of expectations with stronger-than-anticipated results and high-margin businesses this quarter.

4

GitHub is now home to over 180 million developers and the platform is growing at the fastest rate in its history, adding a developer every second.

5

Cloud migrations are accelerating, and in data and analytics, Fabric revenue grew 60%, which is faster than any other data and analytics platform in the industry.

Meta Platforms, Inc.

META$1.65T
United States
Oct 30, 2025
Key Achievements
1

3.5 billion people used at least one of Meta's apps every day, with Instagram reaching 3 billion monthly actives and Threads surpassing 150 million daily actives.

2

Q3 total Family of Apps revenue was $50.8 billion, up 26% year-over-year, and ad revenue reached $50.1 billion, also up 26%.

3

Reels achieved an annual run rate of over $50 billion, with video time spent on Instagram up more than 30% since last year.

4

Meta's end-to-end AI-powered ad tools surpassed a $60 billion annual run rate, reflecting strong adoption and performance improvements.

5

Within Reality Labs, Q3 revenue was $470 million, up 74% year-over-year, driven by retail partners stocking Quest headsets and strong AI glasses revenue.

Broadcom Inc.

AVGO$1.64T
United States
Dec 12, 2025
Key Achievements
1

Consolidated revenue grew 24% year-over-year to a record $64 billion, driven by AI semiconductors and VMware.

2

AI revenue grew 65% year-over-year to $20 billion, driving the semiconductor revenue for this company to a record $37 billion for the year.

3

Q4 consolidated adjusted EBITDA was a record $12.218 billion, up 34% year-on-year.

4

Free cash flow grew 39% year-on-year to $26.9 billion.

5

The company announced an increase in its quarterly common stock cash dividend in Q1 fiscal 2026 to $0.65 per share, an increase of 10% from the prior quarter.

Eli Lilly and Company

LLY$952.29B
United States
Oct 30, 2025
Key Achievements
1

Q3 2025 revenue grew 54% compared to the same period last year, driven by key products and strong global uptake.

2

U.S. market share in incretin analogs increased for the fifth consecutive quarter, with Lilly medicines accounting for nearly 6 out of 10 prescriptions in this class.

3

FDA approval was achieved for imlunestrant (Inluriyo) for ER-positive, HER2-negative, ESR1-mutated advanced or metastatic breast cancer, and EU approval was granted for Kisunla in early symptomatic Alzheimer's disease.

4

Positive results were reported from multiple Phase III trials, including Jaypirca in treatment-naive CLL, Verzenio in high-risk early breast cancer, and orforglipron in both obesity and type 2 diabetes.

5

Distribution of $1.3 billion in dividends and execution of approximately $700 million in share repurchases were completed during the quarter.

Walmart Inc.

WMT$912.82B
United States
Nov 20, 2025
Key Achievements
1

Sales grew 5.9% overall in constant currency, and adjusted operating income grew even faster at 8%.

2

E-commerce was a highlight again in Q3, up 27% in total, with each segment delivering growth in e-commerce above 20%.

3

International drove the strongest performance with a sales increase of 11.4% in constant currency and adjusted operating income grew 16.9%.

4

Globally, advertising grew 53%, including VIZIO, and membership income was up 17%.

5

Year-to-date, nearly $13 billion has been returned to shareholders through dividends and share repurchases.

JPMorgan Chase & Co.

JPM$896.14B
United States
Jan 13, 2026
Key Achievements
1

Net income of $13 billion and EPS of $4.63 with an ROTCE of 18% reported for the quarter.

2

Revenue of $46.8 billion was up 7% year-on-year on higher markets revenue as well as higher asset management fees and auto lease income.

3

For the full year, strong franchise growth included 1.7 million net new checking accounts, 10.4 million new card accounts, and record households in wealth management across digital and advised channels.

4

Asset & Wealth Management reported net income of $1.8 billion with a pretax margin of 38%, and revenue of $6.5 billion was up 13% year-on-year, driven by growth in management fees and strong net inflows.

5

Record client asset net inflows of $553 billion for the year achieved across all channels, regions, and asset classes.

Visa Inc.

V$668.84B
United States
Oct 29, 2025
Key Achievements
1

Fiscal fourth quarter net revenue grew 12% year-over-year to $10.7 billion, and EPS was up 10% resulting in full year net revenue and EPS year-over-year growth of 11% and 14%, respectively.

2

Total full year payments volume was $14 trillion, up 8% year-over-year in constant dollars, and processed transactions totaled 258 billion, up 10% year-over-year.

3

Visa Direct reached 12.6 billion transactions in full year 2025, up 27% year-over-year, demonstrating strong growth in both domestic and cross-border transactions.

4

Value-added services revenue grew 25% in constant dollars to $3 billion driven by issuing solutions, advisory and other services and pricing.

5

The Board has declared an increase to the quarterly dividend by 14% and intends to return excess free cash flow to shareholders through buybacks.

Oracle Corporation

ORCL$570.37B
United States
Dec 11, 2025
Key Achievements
1

Remaining performance obligations ended the quarter at $523.3 billion, up 433% from last year and up $68 billion since the end of August, driven by contracts signed with Meta, NVIDIA and others.

2

Total cloud revenue, which includes both applications and infrastructure, was up 33% at $8 billion, representing a significant acceleration from the 24% growth rate reported last year.

3

Cloud infrastructure revenue was $4.1 billion, up 66% with GPU-related revenue growing 177%.

4

Non-GAAP EPS was $2.26, up 51%, while GAAP EPS was $2.10, up 86%.

5

Cloud applications revenue was up 11% and that brings Oracle to about a $16 billion annualized run rate, with Fusion ERP up 17%, Fusion SCM up 18%, and Fusion HCM up 14%.

Exxon Mobil Corporation

XOM$525.50B
United States
Oct 31, 2025
Key Achievements
1

Third quarter earnings per share reached the highest level compared to other quarters in a similar price environment.

2

Guyana production broke records with more than 700,000 barrels per day in the quarter, and Yellowtail was brought online four months ahead of schedule.

3

Permian Basin production set another record at nearly 1.7 million oil-equivalent barrels per day.

4

Singapore Resid Upgrade project successfully started up, converting low-value fuel oil into high-value lubricant products and diesel using a proprietary catalyst at scale.

5

Structural cost reductions since 2019 exceeded $14 billion, averaging about $2.5 billion per year.

Mastercard Incorporated

MA$516.83B
United States
Oct 30, 2025
Key Achievements
1

Net revenues increased 15% overall, with value-added services and solutions net revenue up 22% year-over-year on a non-GAAP currency-neutral basis.

2

Worldwide gross dollar volume (GDV) increased by 9% year-over-year, with cross-border volume up 15% globally for the quarter, reflecting continued growth in both travel and nontravel-related cross-border spending.

3

Contactless penetration reached 77% of all in-person switched purchase transactions in Q3, up 6 percentage points from the same period last year.

4

Mastercard secured multiple co-brand wins with large airlines and retailers, including Japan Airlines, Comair in Mexico, and Uni-President Group in Taiwan.

5

Operating income increased 15%, and net income and EPS rose 8% and 11%, respectively, driven primarily by strong operating income growth.

Costco Wholesale Corporation

COST$410.53B
United States
Dec 12, 2025
Key Achievements
1

Net income for the first quarter came in at $2.001 billion, or $4.50 per diluted share, up from $1.798 billion, or $4.04 per diluted share, in the first quarter last year.

2

Comparable sales were 6.4%, both before and after adjusting for gas price deflation and FX, with digitally enabled comparable sales at 20.5%.

3

Membership fee income reached $1.329 billion, an increase of $163 million or 14% year-over-year, with Executive Memberships up 9.1% versus last year.

4

Fiscal year '25 warehouse openings generated an annualized $192 million per warehouse of sales in the year of opening, up from $150 million for new warehouses opened just 2 years earlier.

5

Record-breaking days included the U.S. food court selling 358,000 whole pizzas on Halloween, Black Friday U.S. e-commerce sales exceeding $250 million in non-food orders, and Costco Travel U.S. achieving over $100 million in gross bookings in the 5 days following Thanksgiving, up 12% from last year.

Netflix, Inc.

NFLX$408.79B
United States
Oct 22, 2025
Key Achievements
1

Record share of TV time achieved in Q3 in both the U.S. and the U.K., with engagement remaining healthy.

2

Best ad sales quarter ever recorded, with ad revenue on track to more than double this year.

3

Canelo-Crawford fight marked as the most viewed men's championship fight this century, highlighting success in live offerings.

4

KPop Demon Hunters recognized as Netflix's most popular film ever, demonstrating the company's ability to create breakthrough hits.

5

Highest quarterly view share ever achieved in the United States at 8.6% and in the U.K. at 9.4% according to Nielsen and Barb, respectively.

Bank of America Corporation

BAC$407.84B
United States
Jan 14, 2026
Key Achievements
1

Net income of $7.6 billion reported for the fourth quarter, up 12% from the fourth quarter of 2024.

2

EPS increased by 18% from the fourth quarter of 2024, reaching $0.98 per share.

3

Return on tangible common equity improved by 128 basis points, and return on assets improved to 89 basis points.

4

Global Markets delivered a record year with nearly $21 billion in sales and trading revenue, marking the 15th consecutive quarter of improvement.

5

More than $30 billion in capital distributed back to shareholders, representing a 41% increase.

Micron Technology, Inc.

MU$388.40B
United States
Jun 26, 2025
Key Achievements
1

Record levels of cash and liquidity reached, with $15.7 billion of liquidity including untapped facilities.

2

HBM business achieved over a $6 billion run rate based on last quarter's reported numbers.

3

12-high HBM yields outperformed initial 8-high ramp and exceeded expectations, contributing to better-than-expected cost performance.

4

DRAM bit demand outlook for calendar 2025 upgraded to high teens, reflecting robust AI-driven data center growth and improvements in industrial and distribution markets.

5

Gross margin guidance for the fourth quarter set at 42%, driven by favorable mix effects and strong pricing performance.

The Home Depot, Inc.

HD$372.96B
United States
Nov 18, 2025
Key Achievements
1

Sales for the third quarter were $41.4 billion, up 2.8% from the same period last year.

2

Comp sales increased 0.2% from the same period last year and comps in the U.S. increased 0.1%.

3

Total company online comp sales leveraging digital platforms increased approximately 11% compared to the third quarter of last year.

4

Nine of our 16 merchandising departments posted positive comps, including kitchen, bath, outdoor garden, storage, electrical, plumbing, millwork, hardware and appliances.

5

Big ticket comp transactions for those over $1,000 were positive 2.3% compared to the third quarter of last year.

General Electric Company

GE$339.22B
United States
Oct 21, 2025
Key Achievements
1

Third quarter revenue grew 26% and profit was $2.3 billion, also up 26%, driven by strong deliveries across aftermarket, OE and defense.

2

EPS increased 44% to $1.66 and free cash flow conversion exceeded 130%.

3

CES operating profit grew 35% year-on-year, supported by services demand with orders up 32% and services revenue up 28%.

4

Defense & Propulsion Technologies delivered revenue growth of 26% with profit up 75%, supported by higher output.

5

Korean Air announced the largest fleet commitment in its history with 103 Boeing aircraft powered by GEnx, GE9X and LEAP-1B engines plus long-term services.

Alibaba Group Holding Limited

BABA$337.30B
Hong Kong
Feb 20, 2025
Key Achievements
1

Overall revenue, excluding Alibaba consolidated subsidiaries, grew 11% year-over-year this quarter with AI-related product revenue maintaining triple-digit year-over-year growth for the sixth consecutive quarter.

2

88 VIP members, the core consumer group, maintained double-digit growth, reaching 49 million by the end of the quarter.

3

AMAP achieved profitability this quarter, marking a milestone for the internet platform businesses segment.

4

Revenue from Taobao and Tmall Group was RMB 136.1 billion, an increase of 5%, with customer management revenue increasing by 9%.

5

Alibaba's non-GAAP net income was RMB 51.1 billion, an increase of 6%, and GAAP net income was RMB 46.4 billion, an increase of 333%.