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
• intrinio
• polygon

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	str	Time period of the data to return.	"annual"	True
limit	int	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	"fmp"	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	str	Time period of the data to return.	"annual"	True
limit	int	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	"fmp"	True
fiscal_year	int	The specific fiscal year. Reports do not go beyond 2008.	None	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	str	Time period of the data to return.	"annual"	True
limit	int	The number of data entries to return.	5	True
provider	Literal['fmp', 'intrinio', 'polygon', 'yfinance']	The provider to use for the query, by default None. If None, the provider specified in defaults is selected or 'fmp' if there is no default.	"fmp"	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

Data

• Standard
• fmp
• intrinio
• polygon

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