Calcbench

Homebuilder Lennar Corp. ($LEN) filed its latest quarterly report on Tuesday , giving us another opportunity to show the depth of non-financial metrics that Calcbench tracks, and which can be useful to financial analysts. Our data point du jour: the backlog of homes Lennar is scheduled to build. Lennar discloses that metric in its earnings release. For its most recent quarter, ending May 28, Lennar reported a backlog of 15,538 homes waiting to be built, with a total value of $6.5 billion. From there, we simply used our See Tag History feature to chart Lennar’s quarterly backlog for the last several years. In less than two minutes, we ended up with Figure 1, below. Fascinating, but also entirely predictable when you think about it. Demand for homes surged in the early 2020s while interest rates were at rock-bottom levels, but supply-chain disruptions thanks to the pandemic clogged construction operations at the same time. Hence we see that bulge in 2022, which Lennar has been working t...

Last month Calcbench had a post looking at major restaurant businesses and the number of locations they operate in North America. Today we have an update specifically on the number of sit-down restaurants in the North America market — because they showed a sharp decline in first-quarter 2025.  Figure 1, below, tells the tale. It charts total restaurant locations for two dozen restaurant businesses for the last eight quarters, grouped into fast-food (blue line) and sit-down (red line) categories. Note the precipitous plunge for sit-down restaurants in the first quarter of this year. (The number of sit-down locations is listed on the right-side axis.) The restaurant companies in our sit-down category include  Cava ($CAVA), Dave & Busters ($PLAY) and Darden Restaurants ($DRI), which operates the Olive Garden, Capital Grille; among others.  Long story short, the number of sit-down locations has see-sawed in a relatively narrow band for the last two years: from 12,041 ...

Today we offer one last look at earnings data for first-quarter 2025 filings — and now, with roughly 3,400 non-financial firms in our sample group, the numbers overall look reasonable. See Figure 1, below. Net income, revenue, operating cash flow, capital expenditures, and assets were all up for Q1 2025 compared to the year-ago period. Indeed, none of the 12 major financial metrics the Calcbench Earnings Tracker follows were negative for the quarter. Can’t complain about that.  The one point we’ve been following is the relatively close gap between revenue, up 4.2 percent from last year, and cost of revenue, up 3.4 percent. That spread is slightly wider than our previous look at earnings a few weeks ago , but it’s still not terribly wide. If tariffs or other pressures push cost of revenue up even further, that could drive companies to raise prices on their finished goods and re-ignite inflation. Meanwhile, cash is up 1.4 percent from the year-ago period. That’s a wider margin than ...

Restaurants are a big business in North America — and Calcbench can help you understand just how big, by tracking the total number of restaurants that publicly traded food businesses are opening or closing from one quarter to the next. Publicly traded restaurant companies do report their total number of restaurants each quarter in their earnings releases. This means Calcbench can collect and crunch those numbers with just a few keystrokes, which is what we did one afternoon after rolling ourselves back to the office from a calorie-laden lunch. Figure 1, below, charts total restaurant locations for two dozen restaurant businesses for the last eight quarters, grouped into fast-food (blue line) and sit-down (red line) categories.  For those who can’t squint enough to see the numbers on the vertical axes, here is the same information displayed in a table. (As you can see, we are still waiting for enough Q1 data from the sit-down restaurants to add that component to the chart and table....

Retail clothing operator Urban Outfitters ($URBN) filed its latest quarterly earnings release last week . This gives us an excellent opportunity to look at the brand- and channel-level disclosures that Urban makes, and how Calcbench can help you find and study those numbers.  For those financial analysts not among the fashion-forward (which includes all the men on the Calcbench team), Urban Outfitters operates under five separate brands: Its namesake Urban Outfitters, selling to both men and women; Anthropologie, selling primarily to women; Free People, selling to a younger female demographic; Nuuly, a rent-to-wear subscription service; Menus and Venues, a small restaurant and catering business.  The important point for financial analysts is that Urban Outfitters reports quarterly sales by each brand. So when we saw Urban’s latest report on our Recent Filings page, we used the Calcbench Earnings Model feature to view those brand-level revenue numbers at a quick glance. See F...