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.

limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.

symbol: str
Symbol to get data for.

limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.

period: Literal['q1', 'q2', 'q3', 'q4', 'fy', 'ttm', 'annual', 'quarter']
Default: annual
Time period of the data to return.

symbol: str
Symbol to get data for.

limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.

period: Literal['annual', 'quarter', 'ttm', 'ytd']
Default: annual
Time period of the data to return.

fiscal_year: int
The specific fiscal year. Reports do not go beyond 2008.

symbol: str
Symbol to get data for.

limit: Annotated[int, Ge(ge=0)]
The number of data entries to return.

period: Literal['annual', 'quarter', 'ttm']
Default: annual
Time period of the data to return.

filing_date: date
Filing date of the financial statement.

filing_date_lt: date
Filing date less than the given date.

filing_date_lte: date
Filing date less than or equal to the given date.

filing_date_gt: date
Filing date greater than the given date.

filing_date_gte: date
Filing date greater than or equal to the given date.

period_of_report_date: date
Period of report date of the financial statement.

period_of_report_date_lt: date
Period of report date less than the given date.

period_of_report_date_lte: date
Period of report date less than or equal to the given date.

period_of_report_date_gt: date
Period of report date greater than the given date.

period_of_report_date_gte: date
Period of report date greater than or equal to the given date.

include_sources: bool
Whether to include the sources of the financial statement.

order: Literal['asc', 'desc']
Order of the financial statement.

sort: Literal['filing_date', 'period_of_report_date']
Sort of the financial statement.

symbol: str
Symbol to get data for.

limit: int
Default: 5
The number of data entries to return.

period: Literal['annual', 'quarter']
Default: annual
Time period of the data to return.

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.

cik: str
The Central Index Key (CIK) assigned by the SEC, if applicable.

symbol: str
The stock ticker symbol.

reported_currency: str
The currency in which the balance sheet was reported.

revenue: int
Total revenue.

cost_of_revenue: int
Cost of revenue.

gross_profit: int
Gross profit.

general_and_admin_expense: int
General and administrative expenses.

research_and_development_expense: int
Research and development expenses.

selling_and_marketing_expense: int
Selling and marketing expenses.

selling_general_and_admin_expense: int
Selling, general and administrative expenses.

other_expenses: int
Other expenses.

total_operating_expenses: int
Total operating expenses.

cost_and_expenses: int
Cost and expenses.

interest_income: int
Interest income.

total_interest_expense: int
Total interest expenses.

net_interest_income: int
Net interest income.

depreciation_and_amortization: int
Depreciation and amortization.

ebit: int
Earnings before interest and taxes (EBIT).

ebitda: int
EBITDA.

total_operating_income: int
Total operating income.

non_operating_income_excluding_interest: int
Non-operating income excluding interest.

net_income_from_continuing_operations: int
Net income from continuing operations.

net_income_from_discontinued_operations: int
Net income from discontinued operations.

total_other_income_expenses: int
Total other income and expenses.

total_pre_tax_income: int
Total pre-tax income.

income_tax_expense: int
Income tax expense.

other_adjustments_to_net_income: int
Other adjustments to net income.

net_income_deductions: int
Net income deductions.

consolidated_net_income: int
Consolidated net income.

bottom_line_net_income: int
Bottom line net income.

basic_earnings_per_share: float
Basic earnings per share.

diluted_earnings_per_share: float
Diluted earnings per share.

weighted_average_basic_shares_outstanding: int
Weighted average basic shares outstanding.

weighted_average_diluted_shares_outstanding: int
Weighted average 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.

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.