Micron Technology, Inc. (MU): Margin recovery and cash generation under elevated investment
Accenture plc (ACN): Cash generation rising with tighter operating cost structure
General Mills, Inc. (GIS): Cash generation supporting targeted acquisition-led capital deployment
Costco Wholesale Corporation (COST): Warehouse scale expansion with steady cash conversion
Lennar Corporation (LEN): Margin compression reshapes homebuilding efficiency and return profile
Walmart Inc. (WMT): Margin expansion with rising returns and cash generation
The TJX Companies, Inc. (TJX): Margin-focused operating leverage supports rising return profile
The Home Depot, Inc. (HD): Reinvestment-heavy expansion with moderating returns and margins
NVIDIA Corporation (NVDA): AI infrastructure scale driving margins and cash generation
NVIDIA Corporation (NVDA): FY2025 FY analysis of earnings as of 2025-10-26
Source:
The Walt Disney Company (DIS): Margin expansion with rising cash generation and deleveraging