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
• polygon
• yfinance

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
period	Literal['annual', 'quarter']	Time period of the data to return.	annual	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
period	Literal['annual', 'quarter', 'ttm', 'ytd']	Time period of the data to return.	annual	True
fiscal_year	int	The specific fiscal year. Reports do not go beyond 2008.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	Annotated[int, Ge(ge=0)]	The number of data entries to return.	5	True
period	Literal['annual', 'quarter', 'ttm']	Time period of the data to return.	annual	True
filing_date	date	Filing date of the financial statement.	None	True
filing_date_lt	date	Filing date less than the given date.	None	True
filing_date_lte	date	Filing date less than or equal to the given date.	None	True
filing_date_gt	date	Filing date greater than the given date.	None	True
filing_date_gte	date	Filing date greater than or equal to the given date.	None	True
period_of_report_date	date	Period of report date of the financial statement.	None	True
period_of_report_date_lt	date	Period of report date less than the given date.	None	True
period_of_report_date_lte	date	Period of report date less than or equal to the given date.	None	True
period_of_report_date_gt	date	Period of report date greater than the given date.	None	True
period_of_report_date_gte	date	Period of report date greater than or equal to the given date.	None	True
include_sources	bool	Whether to include the sources of the financial statement.	None	True
order	Literal['asc', 'desc']	Order of the financial statement.	None	True
sort	Literal['filing_date', 'period_of_report_date']	Sort of the financial statement.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	int	The number of data entries to return.	5	True
period	Literal['annual', 'quarter']	Time period of the data to return.	annual	True

---

Data

• standard
• fmp
• intrinio
• polygon
• yfinance

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.
filing_date	date	The date when the filing was made.
accepted_date	datetime	The date and time when the filing was accepted.
reported_currency	str	The currency in which the balance sheet was reported.
revenue	float	Total revenue.
cost_of_revenue	float	Cost of revenue.
gross_profit	float	Gross profit.
gross_profit_margin	float	Gross profit margin.
general_and_admin_expense	float	General and administrative expenses.
research_and_development_expense	float	Research and development expenses.
selling_and_marketing_expense	float	Selling and marketing expenses.
selling_general_and_admin_expense	float	Selling, general and administrative expenses.
other_expenses	float	Other expenses.
total_operating_expenses	float	Total operating expenses.
cost_and_expenses	float	Cost and expenses.
interest_income	float	Interest income.
total_interest_expense	float	Total interest expenses.
depreciation_and_amortization	float	Depreciation and amortization.
ebitda	float	EBITDA.
ebitda_margin	float	EBITDA margin.
total_operating_income	float	Total operating income.
operating_income_margin	float	Operating income margin.
total_other_income_expenses	float	Total other income and expenses.
total_pre_tax_income	float	Total pre-tax income.
pre_tax_income_margin	float	Pre-tax income margin.
income_tax_expense	float	Income tax expense.
consolidated_net_income	float	Consolidated net income.
net_income_margin	float	Net income margin.
basic_earnings_per_share	float	Basic earnings per share.
diluted_earnings_per_share	float	Diluted earnings per share.
weighted_average_basic_shares_outstanding	float	Weighted average basic shares outstanding.
weighted_average_diluted_shares_outstanding	float	Weighted average diluted shares outstanding.
link	str	Link to the filing.
final_link	str	Link to the filing document.

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.
reported_currency	str	The currency in which the balance sheet is reported.
revenue	float	Total revenue
operating_revenue	float	Total operating revenue
cost_of_revenue	float	Total cost of revenue
operating_cost_of_revenue	float	Total operating cost of revenue
gross_profit	float	Total gross profit
gross_profit_margin	float	Gross margin ratio.
provision_for_credit_losses	float	Provision for credit losses
research_and_development_expense	float	Research and development expense
selling_general_and_admin_expense	float	Selling, general, and admin expense
salaries_and_employee_benefits	float	Salaries and employee benefits
marketing_expense	float	Marketing expense
net_occupancy_and_equipment_expense	float	Net occupancy and equipment expense
other_operating_expenses	float	Other operating expenses
depreciation_expense	float	Depreciation expense
amortization_expense	float	Amortization expense
amortization_of_deferred_policy_acquisition_costs	float	Amortization of deferred policy acquisition costs
exploration_expense	float	Exploration expense
depletion_expense	float	Depletion expense
total_operating_expenses	float	Total operating expenses
total_operating_income	float	Total operating income
deposits_and_money_market_investments_interest_income	float	Deposits and money market investments interest income
federal_funds_sold_and_securities_borrowed_interest_income	float	Federal funds sold and securities borrowed interest income
investment_securities_interest_income	float	Investment securities interest income
loans_and_leases_interest_income	float	Loans and leases interest income
trading_account_interest_income	float	Trading account interest income
other_interest_income	float	Other interest income
total_non_interest_income	float	Total non-interest income
interest_and_investment_income	float	Interest and investment income
short_term_borrowings_interest_expense	float	Short-term borrowings interest expense
long_term_debt_interest_expense	float	Long-term debt interest expense
capitalized_lease_obligations_interest_expense	float	Capitalized lease obligations interest expense
deposits_interest_expense	float	Deposits interest expense
federal_funds_purchased_and_securities_sold_interest_expense	float	Federal funds purchased and securities sold interest expense
other_interest_expense	float	Other interest expense
total_interest_expense	float	Total interest expense
net_interest_income	float	Net interest income
other_non_interest_income	float	Other non-interest income
investment_banking_income	float	Investment banking income
trust_fees_by_commissions	float	Trust fees by commissions
premiums_earned	float	Premiums earned
insurance_policy_acquisition_costs	float	Insurance policy acquisition costs
current_and_future_benefits	float	Current and future benefits
property_and_liability_insurance_claims	float	Property and liability insurance claims
total_non_interest_expense	float	Total non-interest expense
net_realized_and_unrealized_capital_gains_on_investments	float	Net realized and unrealized capital gains on investments
other_gains	float	Other gains
non_operating_income	float	Non-operating income
other_income	float	Other income
other_revenue	float	Other revenue
extraordinary_income	float	Extraordinary income
total_other_income	float	Total other income
ebitda	float	Earnings Before Interest, Taxes, Depreciation and Amortization.
ebitda_margin	float	Margin on Earnings Before Interest, Taxes, Depreciation and Amortization.
total_pre_tax_income	float	Total pre-tax income
ebit	float	Earnings Before Interest and Taxes.
pre_tax_income_margin	float	Pre-Tax Income Margin.
income_tax_expense	float	Income tax expense
impairment_charge	float	Impairment charge
restructuring_charge	float	Restructuring charge
service_charges_on_deposit_accounts	float	Service charges on deposit accounts
other_service_charges	float	Other service charges
other_special_charges	float	Other special charges
other_cost_of_revenue	float	Other cost of revenue
net_income_continuing_operations	float	Net income (continuing operations)
net_income_discontinued_operations	float	Net income (discontinued operations)
consolidated_net_income	float	Consolidated net income
other_adjustments_to_consolidated_net_income	float	Other adjustments to consolidated net income
other_adjustment_to_net_income_attributable_to_common_shareholders	float	Other adjustment to net income attributable to common shareholders
net_income_attributable_to_noncontrolling_interest	float	Net income attributable to noncontrolling interest
net_income_attributable_to_common_shareholders	float	Net income attributable to common shareholders
basic_earnings_per_share	float	Basic earnings per share
diluted_earnings_per_share	float	Diluted earnings per share
basic_and_diluted_earnings_per_share	float	Basic and diluted earnings per share
cash_dividends_to_common_per_share	float	Cash dividends to common per share
preferred_stock_dividends_declared	float	Preferred stock dividends declared
weighted_average_basic_shares_outstanding	float	Weighted average basic shares outstanding
weighted_average_diluted_shares_outstanding	float	Weighted average diluted shares outstanding
weighted_average_basic_and_diluted_shares_outstanding	float	Weighted average basic and diluted shares outstanding

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.
revenue	float	Total Revenue
cost_of_revenue_goods	float	Cost of Revenue - Goods
cost_of_revenue_services	float	Cost of Revenue - Services
cost_of_revenue	float	Cost of Revenue
gross_profit	float	Gross Profit
provisions_for_loan_lease_and_other_losses	float	Provisions for loan lease and other losses
depreciation_and_amortization	float	Depreciation and Amortization
income_tax_expense_benefit_current	float	Income tax expense benefit current
deferred_tax_benefit	float	Deferred tax benefit
benefits_costs_expenses	float	Benefits, costs and expenses
selling_general_and_administrative_expense	float	Selling, general and administrative expense
research_and_development	float	Research and development
costs_and_expenses	float	Costs and expenses
other_operating_expenses	float	Other Operating Expenses
operating_expenses	float	Operating expenses
operating_income	float	Operating Income/Loss
non_operating_income	float	Non Operating Income/Loss
interest_and_dividend_income	float	Interest and Dividend Income
total_interest_expense	float	Interest Expense
interest_and_debt_expense	float	Interest and Debt Expense
net_interest_income	float	Interest Income Net
interest_income_after_provision_for_losses	float	Interest Income After Provision for Losses
non_interest_expense	float	Non-Interest Expense
non_interest_income	float	Non-Interest Income
income_from_discontinued_operations_net_of_tax_on_disposal	float	Income From Discontinued Operations Net of Tax on Disposal
income_from_discontinued_operations_net_of_tax	float	Income From Discontinued Operations Net of Tax
income_before_equity_method_investments	float	Income Before Equity Method Investments
income_from_equity_method_investments	float	Income From Equity Method Investments
total_pre_tax_income	float	Income Before Tax
income_tax_expense	float	Income Tax Expense
income_after_tax	float	Income After Tax
consolidated_net_income	float	Net Income/Loss
net_income_attributable_noncontrolling_interest	float	Net income (loss) attributable to noncontrolling interest
net_income_attributable_to_parent	float	Net income (loss) attributable to parent
net_income_attributable_to_common_shareholders	float	Net Income/Loss Available To Common Stockholders Basic
participating_securities_earnings	float	Participating Securities Distributed And Undistributed Earnings Loss Basic
undistributed_earnings_allocated_to_participating_securities	float	Undistributed Earnings Allocated To Participating Securities
common_stock_dividends	float	Common Stock Dividends
preferred_stock_dividends_and_other_adjustments	float	Preferred stock dividends and other adjustments
basic_earnings_per_share	float	Earnings Per Share
diluted_earnings_per_share	float	Diluted Earnings Per Share
weighted_average_basic_shares_outstanding	float	Basic Average Shares
weighted_average_diluted_shares_outstanding	float	Diluted Average Shares

Name	Type	Description
period_ending	date	The end date of the reporting period.
fiscal_period	str	The fiscal period of the report.
fiscal_year	int	The fiscal year of the fiscal period.