Case 6 / 183 Entry

3-Statement Change: Revenue Increases by $100

Accounting & Financial Statements

The prompt

“Walk me through what happens across the income statement, cash flow statement, and balance sheet if Revenue increases by $100 for the year, assuming the extra revenue flows through at a 40% margin, with everything else held constant.”

📋 What you're given

Walk me through what happens across the income statement, cash flow statement, and balance sheet if Revenue increases by $100 for the year, assuming the extra revenue flows through at a 40% margin, with everything else held constant.

1. Task Overview

Task: Starting from Solstice Components Inc.'s baseline figures below, compute the new EBIT, new Net Income, and new Cash Flow from Operations after a $100 increase in Revenue — and confirm the balance sheet still balances.

Step 1: Given Data for Solstice Components Inc.

Baseline figures before the revenue increase, plus the scenario change:

Line ItemAmount
Baseline Revenue$2,000
Baseline EBIT$500
Interest Expense$50
Tax Rate25% (0.25)
Baseline Net Income$337.5
Baseline CFO$467.5
Increase in Revenue (scenario)$100
Incremental EBIT Margin on New Revenue40% (0.40)
Portion of New Revenue Collected in Cash This Year60% (0.60)

Step 2: Calculating the New EBIT (Income Statement)

The extra revenue flows through at a 40% margin, so only part of it becomes additional operating profit — the rest is absorbed by incremental COGS and variable operating costs.

Show New EBIT Formula

New EBIT = Baseline EBIT + (Increase in Revenue × Incremental EBIT Margin)

Using this formula, compute the new EBIT.

Step 3: Calculating the New Net Income (Income Statement)

From the new EBIT, subtract Interest Expense (unchanged) and apply the tax rate.

Show New Net Income Formula

New Net Income = (New EBIT − Interest Expense) × (1 − Tax Rate)

Using this formula, compute the new Net Income.

Step 4: Calculating the New CFO (Cash Flow Statement)

Not all of the extra revenue is collected in cash this year — the uncollected portion sits in Accounts Receivable and works against the higher Net Income.

Show New CFO Formula

Increase in Accounts Receivable = Increase in Revenue × (1 − Portion Collected in Cash)
New CFO = Baseline CFO + Change in Net Income − Increase in Accounts Receivable

Using this formula, compute the new CFO.

Step 5: Verifying the Balance Sheet Still Balances

Show Balance Check Formula

Δ Cash = Δ CFO
Δ Accounts Receivable = Increase in Revenue × (1 − Portion Collected in Cash)
Δ Assets = Δ Cash + Δ Accounts Receivable
Δ Equity (Retained Earnings) = Δ Net Income

Using these formulas, confirm that Δ Assets = Δ Liabilities + Δ Equity — i.e., that the balance sheet still balances after all three statements update.

💡 Model answer

Try answering out loud first — then reveal the model answer and compare.

⚠️ Common mistakes

  • Assuming the full $100 of new Revenue drops straight to Net Income, ignoring that only the incremental margin (40% here) becomes additional profit
  • Forgetting that not all Revenue is cash — treating the full increase in Net Income as the increase in cash and missing the Accounts Receivable build
  • Applying the tax rate before subtracting Interest Expense instead of after
  • Concluding that higher Revenue and higher Net Income automatically mean higher Cash Flow from Operations
  • Skipping the final balance sheet check and assuming it balances without verifying Δ Assets = Δ Liabilities + Δ Equity

🔁 Follow-up questions

➡️ Related cases

Previous Case 5: 3-Statement Change: Depreciation Increases by $100

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