Income Statement

---

Implementation details

Class names

Model name	Parameters class	Data class
IncomeStatement	IncomeStatementQueryParams	IncomeStatementData

Import Statement

from openbb_core.provider.standard_models.income_statement import (
IncomeStatementData,
IncomeStatementQueryParams,
)

Parameters

• standard
• fmp
• intrinio
• sec
• yfinance

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return.

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return.

period: Literal['q1', 'q2', 'q3', 'q4', 'fy', 'ttm', 'annual', 'quarter'] | None
Default: annual
Time period of the data to return.

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return.

period: Literal['annual', 'quarter', 'ttm', 'ytd'] | None
Default: annual
Time period of the data to return.

fiscal_year: int | None
The specific fiscal year. Reports do not go beyond 2008.

symbol: str
Symbol to get data for.

limit: int | None
The number of data entries to return.

period: Literal['annual', 'quarterly', 'ttm'] | None
Default: annual
Time period of the data to return.

use_cache: bool | None
Default: True
Whether to use cache (4-hour memory) for the SEC request. Defaults to True.

include_preliminary: bool | None
Default: False
Whether to include preliminary data from 8-K filings for periods not yet reported on 10-Q/K.

pit_mode: bool | None
Default: False
Point-in-time mode. When True, returns data as originally reported at the time of filing, without subsequent restatements or amendments. For annual data, uses the original 10-K values. For quarterly data, preserves 10-Q filing vintage instead of using restated comparatives from the 10-K.

symbol: str
Symbol to get data for.

limit: int | None
Default: 5
The number of data entries to return.

period: Literal['annual', 'quarter'] | None
Default: annual
Time period of the data to return.

Data

• standard
• fmp
• intrinio
• sec
• yfinance

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

filing_date: date | None
The date when the filing was made.

accepted_date: datetime | None
The date and time when the filing was accepted.

cik: str | None
The Central Index Key (CIK) assigned by the SEC, if applicable.

symbol: str | None
The stock ticker symbol.

reported_currency: str | None
The currency in which the balance sheet was reported.

revenue: int | None
Total revenue.

cost_of_revenue: int | None
Cost of revenue.

gross_profit: int | None
Gross profit.

general_and_admin_expense: int | None
General and administrative expenses.

research_and_development_expense: int | None
Research and development expenses.

selling_and_marketing_expense: int | None
Selling and marketing expenses.

selling_general_and_admin_expense: int | None
Selling, general and administrative expenses.

other_expenses: int | None
Other expenses.

total_operating_expenses: int | None
Total operating expenses.

cost_and_expenses: int | None
Cost and expenses.

interest_income: int | None
Interest income.

total_interest_expense: int | None
Total interest expenses.

net_interest_income: int | None
Net interest income.

depreciation_and_amortization: int | None
Depreciation and amortization.

ebit: int | None
Earnings before interest and taxes (EBIT).

ebitda: int | None
EBITDA.

total_operating_income: int | None
Total operating income.

non_operating_income_excluding_interest: int | None
Non-operating income excluding interest.

net_income_from_continuing_operations: int | None
Net income from continuing operations.

net_income_from_discontinued_operations: int | None
Net income from discontinued operations.

total_other_income_expenses: int | None
Total other income and expenses.

total_pre_tax_income: int | None
Total pre-tax income.

income_tax_expense: int | None
Income tax expense.

other_adjustments_to_net_income: int | None
Other adjustments to net income.

net_income_deductions: int | None
Net income deductions.

consolidated_net_income: int | None
Consolidated net income.

bottom_line_net_income: int | None
Bottom line net income.

basic_earnings_per_share: float | None
Basic earnings per share.

diluted_earnings_per_share: float | None
Diluted earnings per share.

weighted_average_basic_shares_outstanding: int | None
Weighted average basic shares outstanding.

weighted_average_diluted_shares_outstanding: int | None
Weighted average diluted shares outstanding.

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

reported_currency: str | None
The currency in which the balance sheet is reported.

revenue: float | None
Total revenue

operating_revenue: float | None
Total operating revenue

cost_of_revenue: float | None
Total cost of revenue

operating_cost_of_revenue: float | None
Total operating cost of revenue

gross_profit: float | None
Total gross profit

gross_profit_margin: float | None
Gross margin ratio.

provision_for_credit_losses: float | None
Provision for credit losses

research_and_development_expense: float | None
Research and development expense

selling_general_and_admin_expense: float | None
Selling, general, and admin expense

salaries_and_employee_benefits: float | None
Salaries and employee benefits

marketing_expense: float | None
Marketing expense

net_occupancy_and_equipment_expense: float | None
Net occupancy and equipment expense

other_operating_expenses: float | None
Other operating expenses

depreciation_expense: float | None
Depreciation expense

amortization_expense: float | None
Amortization expense

amortization_of_deferred_policy_acquisition_costs: float | None
Amortization of deferred policy acquisition costs

exploration_expense: float | None
Exploration expense

depletion_expense: float | None
Depletion expense

total_operating_expenses: float | None
Total operating expenses

total_operating_income: float | None
Total operating income

deposits_and_money_market_investments_interest_income: float | None
Deposits and money market investments interest income

federal_funds_sold_and_securities_borrowed_interest_income: float | None
Federal funds sold and securities borrowed interest income

investment_securities_interest_income: float | None
Investment securities interest income

loans_and_leases_interest_income: float | None
Loans and leases interest income

trading_account_interest_income: float | None
Trading account interest income

other_interest_income: float | None
Other interest income

total_non_interest_income: float | None
Total non-interest income

interest_and_investment_income: float | None
Interest and investment income

short_term_borrowings_interest_expense: float | None
Short-term borrowings interest expense

long_term_debt_interest_expense: float | None
Long-term debt interest expense

capitalized_lease_obligations_interest_expense: float | None
Capitalized lease obligations interest expense

deposits_interest_expense: float | None
Deposits interest expense

federal_funds_purchased_and_securities_sold_interest_expense: float | None
Federal funds purchased and securities sold interest expense

other_interest_expense: float | None
Other interest expense

total_interest_expense: float | None
Total interest expense

net_interest_income: float | None
Net interest income

other_non_interest_income: float | None
Other non-interest income

investment_banking_income: float | None
Investment banking income

trust_fees_by_commissions: float | None
Trust fees by commissions

premiums_earned: float | None
Premiums earned

insurance_policy_acquisition_costs: float | None
Insurance policy acquisition costs

current_and_future_benefits: float | None
Current and future benefits

property_and_liability_insurance_claims: float | None
Property and liability insurance claims

total_non_interest_expense: float | None
Total non-interest expense

net_realized_and_unrealized_capital_gains_on_investments: float | None
Net realized and unrealized capital gains on investments

other_gains: float | None
Other gains

non_operating_income: float | None
Non-operating income

other_income: float | None
Other income

other_revenue: float | None
Other revenue

extraordinary_income: float | None
Extraordinary income

total_other_income: float | None
Total other income

ebitda: float | None
Earnings Before Interest, Taxes, Depreciation and Amortization.

ebitda_margin: float | None
Margin on Earnings Before Interest, Taxes, Depreciation and Amortization.

total_pre_tax_income: float | None
Total pre-tax income

ebit: float | None
Earnings Before Interest and Taxes.

pre_tax_income_margin: float | None
Pre-Tax Income Margin.

income_tax_expense: float | None
Income tax expense

impairment_charge: float | None
Impairment charge

restructuring_charge: float | None
Restructuring charge

service_charges_on_deposit_accounts: float | None
Service charges on deposit accounts

other_service_charges: float | None
Other service charges

other_special_charges: float | None
Other special charges

other_cost_of_revenue: float | None
Other cost of revenue

net_income_continuing_operations: float | None
Net income (continuing operations)

net_income_discontinued_operations: float | None
Net income (discontinued operations)

consolidated_net_income: float | None
Consolidated net income

other_adjustments_to_consolidated_net_income: float | None
Other adjustments to consolidated net income

other_adjustment_to_net_income_attributable_to_common_shareholders: float | None
Other adjustment to net income attributable to common shareholders

net_income_attributable_to_noncontrolling_interest: float | None
Net income attributable to noncontrolling interest

net_income_attributable_to_common_shareholders: float | None
Net income attributable to common shareholders

basic_earnings_per_share: float | None
Basic earnings per share

diluted_earnings_per_share: float | None
Diluted earnings per share

basic_and_diluted_earnings_per_share: float | None
Basic and diluted earnings per share

cash_dividends_to_common_per_share: float | None
Cash dividends to common per share

preferred_stock_dividends_declared: float | None
Preferred stock dividends declared

weighted_average_basic_shares_outstanding: float | None
Weighted average basic shares outstanding

weighted_average_diluted_shares_outstanding: float | None
Weighted average diluted shares outstanding

weighted_average_basic_and_diluted_shares_outstanding: float | None
Weighted average basic and diluted shares outstanding

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.

reported_currency: str | None
The currency in which the income statement is reported.

operating_revenue: float | None
Amount of revenue recognized from goods sold, services rendered, insurance premiums, or other activities that constitute an earning process. Includes, but is not limited to, investment and interest income before deduction of interest expense when recognized as a component of revenue, and sales and trading gain (loss).

other_revenue: float | None
Revenues from the sale of other goods or rendering of other services, not elsewhere specified in the taxonomy; net of (reduced by) sales adjustments, returns, allowances, and discounts.

total_revenue: float | None
Amount of revenue recognized from goods sold, services rendered, insurance premiums, or other activities that constitute an earning process. Includes, but is not limited to, investment and interest income before deduction of interest expense when recognized as a component of revenue, and sales and trading gain (loss).

operating_cost_of_revenue: float | None
The aggregate costs related to goods produced and sold and services rendered by an entity during the reporting period. This excludes costs incurred during the reporting period related to financial services rendered and other revenue generating activities.

other_cost_of_revenue: float | None
Other costs incurred during the reporting period related to other revenue generating activities.

total_cost_of_revenue: float | None
The aggregate costs related to goods produced and sold and services rendered by an entity during the reporting period. This excludes costs incurred during the reporting period related to financial services rendered and other revenue generating activities.

excise_and_sales_taxes: float | None
Amount of excise and sales taxes included in revenue.

total_gross_profit: float | None
Aggregate revenue less cost of goods and services sold or operating expenses directly attributable to the revenue generation activity.

sga_expense: float | None
The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Direct selling expenses (for example, credit, warranty, and advertising) are expenses that can be directly linked to the sale of specific products. Indirect selling expenses are expenses that cannot be directly linked to the sale of specific products, for example telephone expenses, Internet, and postal charges. General and administrative expenses include salaries of non-sales personnel, rent, utilities, communication, etc.

rd_expense: float | None
Amount of expense for research and development. Includes, but is not limited to, cost for computer software product to be sold, leased, or otherwise marketed and writeoff of research and development assets acquired in transaction other than business combination or joint venture formation or both. Excludes write-down of intangible asset acquired in business combination or from joint venture formation or both, used in research and development activity.

exploration_expense: float | None
Exploration expenses (including prospecting) related to oil and gas producing entities and would be included in operating expenses of that entity. Costs incurred in identifying areas that may warrant examination and in examining specific areas that are considered to have prospects of containing oil and gas reserves, including costs of drilling exploratory wells and exploratory-type stratigraphic test wells. Exploration costs may be incurred both before acquiring the related property (sometimes referred to in part as prospecting costs) and after acquiring the property. Principal types of exploration costs, which include depreciation and applicable operating costs of support equipment and facilities and other costs of exploration activities, are: (i) Costs of topographical, geographical and geophysical studies, rights of access to properties to conduct those studies, and salaries and other expenses of geologists, geophysical crews, and others conducting those studies. Collectively, these are sometimes referred to as geological and geophysical or 'G&G' costs. (ii) Costs of carrying and retaining undeveloped properties, such as delay rentals, ad valorem taxes on properties, legal costs for title defense, and the maintenance of land and lease records. (iii) Dry hole contributions and bottom hole contributions. (iv) Costs of drilling and equipping exploratory wells. (v) Costs of drilling exploratory-type stratigraphic test wells.

depreciation_expense: float | None
The current period expense charged against earnings on long-lived, physical assets not used in production, and which are not intended for resale, to allocate or recognize the cost of such assets over their useful lives; or to record the reduction in book value of an intangible asset over the benefit period of such asset; or to reflect consumption during the period of an asset that is not used in production.

amortization_expense: float | None
Amount of amortization expense for finite-lived intangible asset. Excludes goodwill and capitalized cost for software to be sold, leased, or marketed.

depletion_expense: float | None
The noncash expense charged against earnings to recognize the consumption of natural resources.

other_operating_expenses: float | None
The net amount of other operating income and expenses, the components of which are not separately disclosed on the income statement, from items that are associated with the entity's normal revenue producing operations.

impairment_expense: float | None
Amount of impairment loss for asset. Includes, but is not limited to, tangible and intangible assets and goodwill.

restructuring_charge: float | None
Amount of expenses associated with exit or disposal activities pursuant to an authorized plan. Excludes expenses related to a discontinued operation or an asset retirement obligation.

other_special_charges: float | None
Amount of restructuring charges, remediation cost, and asset impairment loss.

total_operating_expenses: float | None
Generally recurring costs associated with normal operations except for the portion of these expenses which can be clearly related to production and included in cost of sales or services. Includes selling, general and administrative expense.

costs_and_expenses: float | None
Total costs of sales and operating expenses for the period.

total_operating_income: float | None
The net result for the period of deducting operating expenses from operating revenues.

loans_and_lease_interest_income: float | None
The aggregate interest and fee income generated by: (1) loans the Entity has positive intent and ability to hold for the foreseeable future, or until maturity or payoff, including commercial and consumer loans, whether domestic or foreign, which may consist of: (a) industrial and agricultural; (b) real estate; and (c) real estate construction loans; (d) trade financing; (e) lease financing; (f) home equity lines-of-credit; (g) automobile and other vehicle loans; and (h) credit card and other revolving-type loans and (2) loans and leases held-for-sale which may include mortgage loans, direct financing, and sales-type leases.

investment_securities_interest_income: float | None
Amount of operating interest income, including amortization and accretion of premiums and discounts, on securities subject to state, federal and other income tax.

deposits_interest_income: float | None
Interest income derived from funds deposited with both domestic and foreign financial institutions including funds in money market and other accounts.

fed_funds_and_repo_interest_income: float | None
The aggregate interest income earned from (1) the lending of excess federal funds to another commercial bank requiring such for its legal reserve requirements and (2) securities purchased under agreements to resell.

trading_account_interest_income: float | None
Interest and dividend income on securities that are bought and held principally for the purpose of selling them in the near term ('trading securities') and on securities measured at fair value through earnings.

other_interest_income: float | None
Amount of interest income earned from interest bearing assets classified as other.

total_interest_income: float | None
Amount of operating interest income, including, but not limited to, amortization and accretion of premiums and discounts on securities.

deposits_interest_expense: float | None
Aggregate amount of interest expense on all deposits.

short_term_borrowing_interest_expense: float | None
The aggregate interest expense incurred on short-term borrowings including commercial paper and Federal funds purchased and securities sold under agreements to repurchase.

long_term_debt_interest_expense: float | None
Aggregate amount of interest paid or due on all long-term debt.

fed_funds_and_repo_interest_expense: float | None
The aggregate expense incurred on federal funds purchased and securities sold under agreements to repurchase. If amounts recognized as payables under repurchase agreements have been offset against amounts recognized as receivables under reverse repurchase agreements and reported as a net amount on the balance sheet, the income and expense from these agreements may be reported on a net basis.

capitalized_lease_obligation_interest_expense: float | None
Amount of interest expense on finance lease liability.

other_interest_expense: float | None
Amount of interest expense classified as other.

total_interest_expense: float | None
Amount of interest expense classified as operating.

net_interest_income: float | None
Amount of interest income (expense) classified as operating.

investment_banking_income: float | None
Amount of fees and commissions from banking, advisory, brokerage, and securities underwriting activities. Activities include, but are not limited to, underwriting securities, private placements of securities, investment advisory and management services, merger and acquisition services, sale and servicing of mutual funds, and other related consulting fees.

trading_revenue: float | None
Amount of revenue from trading activities, including gains and losses on trading assets and liabilities, and principal transactions.

securities_gains: float | None
Amount of realized and unrealized gain (loss) on debt and equity securities.

other_noninterest_income: float | None
Represents the total of noninterest income derived from certain activities and assets including (for example): (1) venture capital investments; (2) bank owned life insurance; (3) foreign currency transactions; and (4) mortgage servicing rights.

total_noninterest_income: float | None
The total amount of noninterest income which may be derived from: (1) fees and commissions; (2) premiums earned; (3) insurance policy charges; (4) the sale or disposal of assets; and (5) other sources not otherwise specified.

provision_for_credit_losses: float | None
Amount of expense related to estimated loss from loan and lease transactions.

net_interest_income_after_provision: float | None
Amount of net interest income after provision for credit losses.

benefits_costs_expenses: float | None
The total amount of expense recognized during the period for future policy benefits, claims and claims adjustment costs, and for selling, general and administrative costs.

current_and_future_benefits: float | None
Amount, after effect of policies assumed or ceded, of expense related to provision for policy benefits and costs incurred for health insurance contracts.

salaries_and_employee_benefits_expense: float | None
Amount of expense for salary, wage, profit sharing; incentive and equity-based compensation; and other employee benefit.

net_occupancy_equipment_expense: float | None
Amount of net occupancy expense that may include items, such as depreciation of facilities and equipment, lease expenses, property taxes and property and casualty insurance expense.

marketing_expense: float | None
The aggregate total amount of expenses directly related to the marketing or selling of products or services.

property_liability_insurance_claims: float | None
Amount, after effects of policies assumed or ceded, of expense related to the provision for policy benefits and costs incurred.

policy_acquisition_costs: float | None
Amount of deferred policy acquisition cost capitalized on contract remaining in force.

amortization_of_deferred_policy_acquisition_costs: float | None
Amount of amortization expense (reversal of expense) for deferred policy acquisition costs.

total_noninterest_expense: float | None
Total aggregate amount of all noninterest expense.

non_operating_income: float | None
The aggregate amount of income or expense from ancillary business-related activities (that is to say, excluding major activities considered part of the normal operations of the business).

other_income: float | None
Amount of income (expense) related to nonoperating activities, classified as other.

other_gains: float | None
Amount of realized and unrealized gain (loss) on investment.

total_other_income: float | None
The aggregate amount of income or expense from ancillary business-related activities (that is to say, excluding major activities considered part of the normal operations of the business).

total_pretax_income: float | None
Amount of income (loss) from continuing operations, including income (loss) from equity method investments, before deduction of income tax expense (benefit), and income (loss) attributable to noncontrolling interest.

income_tax_expense: float | None
Amount of current income tax expense (benefit) and deferred income tax expense (benefit) pertaining to continuing operations.

income_tax_current: float | None
Amount of current income tax expense (benefit) pertaining to taxable income (loss) from continuing operations.

income_tax_deferred: float | None
Amount of deferred income tax expense (benefit) pertaining to income (loss) from continuing operations.

income_before_equity_method: float | None
Amount of income/loss from continuing operations before income from equity method investments.

equity_method_investments: float | None
Amount of income (loss) for proportionate share of equity method investee's income (loss).

net_income_continuing: float | None
Amount after tax of income (loss) from continuing operations including portion attributable to the noncontrolling interest.

net_income_discontinued: float | None
Amount after tax of income (loss) from a discontinued operation including the portion attributable to the noncontrolling interest. Includes, but is not limited to, the income (loss) from operations during the phase-out period, gain (loss) on disposal, gain (loss) for reversal of write-down (write-down) to fair value, less cost to sell, and adjustments to a prior period gain (loss) on disposal.

extraordinary_income: float | None
Description of the gains (losses), after tax, arising from an event or transaction that is both unusual in nature and infrequent in occurrence when considered in relation to the environment in which the entity operates and which represents the portion assigned to noncontrolling interest, if any. This amount is the income statement amount which is allocable to that ownership interest in subsidiary equity which is not attributable to the parent (noncontrolling interest, minority interest).

other_adjustments_to_consolidated_net_income: float | None
Amount after tax and reclassification adjustments of other comprehensive income (loss).

gain_on_sale_properties: float | None
Amount of gain (loss) on sale or disposal of property, net of applicable income taxes.

gain_loss_disposition_subsidiary: float | None
Gain/loss on sale of stock in subsidiary or equity method investee.

net_income: float | None
The consolidated profit or loss for the period, net of income taxes, including the portion attributable to the noncontrolling interest.

preferred_dividends: float | None
Amount of paid and unpaid preferred stock dividends declared with the form of settlement in cash, stock and payment-in-kind (PIK).

net_income_nci_redeemable: float | None
Amount after tax of income attributable to redeemable noncontrolling interest.

net_income_nci_nonredeemable: float | None
Amount after tax of income attributable to nonredeemable noncontrolling interest.

net_income_to_noncontrolling_interest: float | None
Amount of Net Income (Loss) attributable to noncontrolling interest.

other_adjustments_to_net_income_to_common: float | None
The aggregate value of preferred stock dividends and other adjustments necessary to derive net income apportioned to common stockholders.

net_income_to_common: float | None
Amount, after deduction of tax, noncontrolling interests, dividends on preferred stock and participating securities; of income (loss) available to common shareholders.

weighted_ave_basic_shares_os: int | None
Number of [basic] shares or units, after adjustment for contingently issuable shares or units and other shares or units not deemed outstanding, determined by relating the portion of time within a reporting period that common shares or units have been outstanding to the total time in that period.

basic_eps: float | None
The amount of net income (loss) for the period per each share of common stock or unit outstanding during the reporting period.

weighted_ave_diluted_shares_os: int | None
The average number of shares or units issued and outstanding that are used in calculating diluted EPS or earnings per unit (EPU), determined based on the timing of issuance of shares or units in the period.

diluted_eps: float | None
The amount of net income (loss) for the period available to each share of common stock or common unit outstanding during the reporting period and to each share or unit that would have been outstanding assuming the issuance of common shares or units for all dilutive potential common shares or units outstanding during the reporting period.

weighted_ave_basic_diluted_shares_os: int | None
Average number of shares or units issued and outstanding that are used in calculating basic and diluted earnings per share (EPS).

basic_diluted_eps: float | None
The amount of net income or loss for the period per each share in instances when basic and diluted earnings per share are the same amount and reported as a single line item on the face of the financial statements. Basic earnings per share is the amount of net income or loss for the period per each share of common stock or unit outstanding during the reporting period. Diluted earnings per share includes the amount of net income or loss for the period available to each share of common stock or common unit outstanding during the reporting period and to each share or unit that would have been outstanding assuming the issuance of common shares or units for all dilutive potential common shares or units outstanding during the reporting period.

cash_dividends_per_share: float | None
Aggregate dividends declared during the period for each share of common stock outstanding.

other_comprehensive_income_parent: float | None
Amount after tax and reclassification adjustments of OCI attributable to parent.

comprehensive_income_parent: float | None
Amount after tax of increase (decrease) in equity from transactions and other events, attributable to parent.

other_comprehensive_income_nci: float | None
Amount after tax and reclassification adjustments of OCI attributable to noncontrolling interests.

comprehensive_income_nci: float | None
Amount after tax of increase (decrease) in equity from transactions and other events, attributable to noncontrolling interests.

comprehensive_income: float | None
Amount after tax of increase (decrease) in equity from transactions and other events/circumstances from net income and OCI. Includes portion attributable to NCI.

period_ending: date
The end date of the reporting period.

fiscal_period: str | None
The fiscal period of the report.

fiscal_year: int | None
The fiscal year of the fiscal period.