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
• 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
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
• 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.