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
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter']
Time period of the data to return.
• Default: annual
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter', 'ttm', 'ytd']
Time period of the data to return.
• Default: annual
• Optional: True
fiscal_year: int
The specific fiscal year. Reports do not go beyond 2008.
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter', 'ttm']
Time period of the data to return.
• Default: annual
• Optional: True
filing_date: date
Filing date of the financial statement.
• Optional: True
filing_date_lt: date
Filing date less than the given date.
• Optional: True
filing_date_lte: date
Filing date less than or equal to the given date.
• Optional: True
filing_date_gt: date
Filing date greater than the given date.
• Optional: True
filing_date_gte: date
Filing date greater than or equal to the given date.
• Optional: True
period_of_report_date: date
Period of report date of the financial statement.
• Optional: True
period_of_report_date_lt: date
Period of report date less than the given date.
• Optional: True
period_of_report_date_lte: date
Period of report date less than or equal to the given date.
• Optional: True
period_of_report_date_gt: date
Period of report date greater than the given date.
• Optional: True
period_of_report_date_gte: date
Period of report date greater than or equal to the given date.
• Optional: True
include_sources: bool
Whether to include the sources of the financial statement.
• Optional: True
order: Literal['asc', 'desc']
Order of the financial statement.
• Optional: True
sort: Literal['filing_date', 'period_of_report_date']
Sort of the financial statement.
• Optional: True
symbol: str
Symbol to get data for.
• Optional: False
limit: int
The number of data entries to return.
• Default: 5
• Optional: True
period: Literal['annual', 'quarter']
Time period of the data to return.
• Default: annual
• Optional: True
Data
- standard
- fmp
- intrinio
- polygon
- yfinance
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.
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.
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
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
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.