Plan: Free and above · Credits: 1 per call
What You Can Use Income Statements For
Build a revenue and margin history for a company. Compare operating leverage across a peer group, after checking that the peers report in the same currency and standard. Separate a loss caused by a disposal from a loss in the ongoing business. Feed a consistent set of periods into a model.Income Statements Coverage
Coverage is SEC filers. Figures are read from each company’s own XBRL data as filed, so the history runs as far back as the company’s XBRL filings do. For a company that is not an SEC filer, resolve it through the company registry first to see what it is — non-US issuers are served by Taiwan Financials, Korea DART Financials and Form 20-F instead.Key Income Statements Fields
The statement carries the reported line items from revenue down to net income, together withreport_period, period, currency and accounting_standard.
Currency and Accounting Standard
Every row carriescurrency and accounting_standard.
currency is the currency the company reported in. Values are never converted to US dollars, so a row for a European filer is in euros and adding it to a US filer’s row without conversion produces a meaningless number.
accounting_standard is us_gaap or ifrs. The two standards define several line items differently, so check the field before comparing or summing across companies.
Discontinued Operations
When a filer reports discontinued operations,net_income_continuing_operations and net_income_discontinued_operations carry the two halves as reported.
This matters because a bottom line can be negative purely because of a disposal while the ongoing business earned money, and only the split shows that. A null in either field means the company did not report it, not that the value was zero.
These two fields exist on the income statement only.
Income Statements Date Convention
report_period is the end of the fiscal period the figures cover, and it is what the report_period, report_period_gte, report_period_lte, report_period_gt and report_period_lt filters apply to. Rows are returned newest first.
period says what kind of period a row is. annual rows cover a fiscal year, quarterly rows cover a fiscal quarter, and ttm rows cover the trailing twelve months ending at report_period. A trailing-twelve-month row is a computed rolling window, not a period the company reported as such.
Income Statements Sources
Figures are read from the company’s own XBRL exhibits in its SEC filings. They are as reported: no restatement, no normalisation, and no currency conversion.Query Income Statements
Use the income statements endpoint. One ofticker or cik is required, and period is required.
string
Trading symbol. One of
ticker or cik is required.string
SEC Central Index Key. One of
ticker or cik is required.string
required
annual, quarterly or ttm.string
Exact period end,
YYYY-MM-DD. report_period_gte, report_period_lte, report_period_gt and report_period_lt bound a range.integer
default:"4"
Number of period rows to return, newest first.
income_statements. These routes return a bare wrapper key rather than the standard envelope, page by limit only, and use the flat { error, message } error body.