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
• polygon

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	Literal['annual', 'quarter']	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	Literal['annual', 'quarter']	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
cik	str	The CIK of the company if no symbol is provided.	None	True

Name	Type	Description	Default	Optional
symbol	Union[str, List[str]]	Symbol to get data for.		False
period	Literal['annual', 'quarter']	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
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data. In this case, the date of the income statement.
period	str	Period of the income statement.
cik	str	Central Index Key (CIK) for the requested entity.
revenue	float	Revenue.
cost_of_revenue	float	Cost of revenue.
gross_profit	float	Gross profit.
cost_and_expenses	float	Cost and expenses.
gross_profit_ratio	float	Gross profit ratio.
research_and_development_expenses	float	Research and development expenses.
general_and_administrative_expenses	float	General and administrative expenses.
selling_and_marketing_expenses	float	Selling and marketing expenses.
selling_general_and_administrative_expenses	float	Selling, general and administrative expenses.
other_expenses	float	Other expenses.
operating_expenses	float	Operating expenses.
depreciation_and_amortization	float	Depreciation and amortization.
ebit	float	Earnings before interest, and taxes.
ebitda	float	Earnings before interest, taxes, depreciation and amortization.
ebitda_ratio	float	Earnings before interest, taxes, depreciation and amortization ratio.
operating_income	float	Operating income.
operating_income_ratio	float	Operating income ratio.
interest_income	float	Interest income.
interest_expense	float	Interest expense.
total_other_income_expenses_net	float	Total other income expenses net.
income_before_tax	float	Income before tax.
income_before_tax_ratio	float	Income before tax ratio.
income_tax_expense	float	Income tax expense.
net_income	float	Net income.
net_income_ratio	float	Net income ratio.
eps	float	Earnings per share.
eps_diluted	float	Earnings per share diluted.
weighted_average_shares_outstanding	float	Weighted average shares outstanding.
weighted_average_shares_outstanding_dil	float	Weighted average shares outstanding diluted.
link	str	Link to the income statement.
final_link	str	Final link to the income statement.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data. In this case, the date of the income statement.
period	str	Period of the income statement.
cik	str	Central Index Key (CIK) for the requested entity.
revenue	float	Revenue.
cost_of_revenue	float	Cost of revenue.
gross_profit	float	Gross profit.
cost_and_expenses	float	Cost and expenses.
gross_profit_ratio	float	Gross profit ratio.
research_and_development_expenses	float	Research and development expenses.
general_and_administrative_expenses	float	General and administrative expenses.
selling_and_marketing_expenses	float	Selling and marketing expenses.
selling_general_and_administrative_expenses	float	Selling, general and administrative expenses.
other_expenses	float	Other expenses.
operating_expenses	float	Operating expenses.
depreciation_and_amortization	float	Depreciation and amortization.
ebit	float	Earnings before interest, and taxes.
ebitda	float	Earnings before interest, taxes, depreciation and amortization.
ebitda_ratio	float	Earnings before interest, taxes, depreciation and amortization ratio.
operating_income	float	Operating income.
operating_income_ratio	float	Operating income ratio.
interest_income	float	Interest income.
interest_expense	float	Interest expense.
total_other_income_expenses_net	float	Total other income expenses net.
income_before_tax	float	Income before tax.
income_before_tax_ratio	float	Income before tax ratio.
income_tax_expense	float	Income tax expense.
net_income	float	Net income.
net_income_ratio	float	Net income ratio.
eps	float	Earnings per share.
eps_diluted	float	Earnings per share diluted.
weighted_average_shares_outstanding	float	Weighted average shares outstanding.
weighted_average_shares_outstanding_dil	float	Weighted average shares outstanding diluted.
link	str	Link to the income statement.
final_link	str	Final link to the income statement.
reported_currency	str	Reporting currency.
filling_date	date	Filling date.
accepted_date	datetime	Accepted date.
calendar_year	int	Calendar year.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data. In this case, the date of the income statement.
period	str	Period of the income statement.
cik	str	Central Index Key (CIK) for the requested entity.
revenue	float	Revenue.
cost_of_revenue	float	Cost of revenue.
gross_profit	float	Gross profit.
cost_and_expenses	float	Cost and expenses.
gross_profit_ratio	float	Gross profit ratio.
research_and_development_expenses	float	Research and development expenses.
general_and_administrative_expenses	float	General and administrative expenses.
selling_and_marketing_expenses	float	Selling and marketing expenses.
selling_general_and_administrative_expenses	float	Selling, general and administrative expenses.
other_expenses	float	Other expenses.
operating_expenses	float	Operating expenses.
depreciation_and_amortization	float	Depreciation and amortization.
ebit	float	Earnings before interest, and taxes.
ebitda	float	Earnings before interest, taxes, depreciation and amortization.
ebitda_ratio	float	Earnings before interest, taxes, depreciation and amortization ratio.
operating_income	float	Operating income.
operating_income_ratio	float	Operating income ratio.
interest_income	float	Interest income.
interest_expense	float	Interest expense.
total_other_income_expenses_net	float	Total other income expenses net.
income_before_tax	float	Income before tax.
income_before_tax_ratio	float	Income before tax ratio.
income_tax_expense	float	Income tax expense.
net_income	float	Net income.
net_income_ratio	float	Net income ratio.
eps	float	Earnings per share.
eps_diluted	float	Earnings per share diluted.
weighted_average_shares_outstanding	float	Weighted average shares outstanding.
weighted_average_shares_outstanding_dil	float	Weighted average shares outstanding diluted.
link	str	Link to the income statement.
final_link	str	Final link to the income statement.
operating_revenue	float	Operating revenue.
operating_cost_of_revenue	float	Operating cost of revenue.
net_income_continuing	float	Net income from continuing operations.
net_income_to_common	float	Net income to common shareholders.
cash_dividends_per_share	float	Cash dividends per share.
other_income	float	Other income.
weighted_ave_basic_diluted_shares_os	float	Weighted average basic and diluted shares outstanding.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
date	date	The date of the data. In this case, the date of the income statement.
period	str	Period of the income statement.
cik	str	Central Index Key (CIK) for the requested entity.
revenue	float	Revenue.
cost_of_revenue	float	Cost of revenue.
gross_profit	float	Gross profit.
cost_and_expenses	float	Cost and expenses.
gross_profit_ratio	float	Gross profit ratio.
research_and_development_expenses	float	Research and development expenses.
general_and_administrative_expenses	float	General and administrative expenses.
selling_and_marketing_expenses	float	Selling and marketing expenses.
selling_general_and_administrative_expenses	float	Selling, general and administrative expenses.
other_expenses	float	Other expenses.
operating_expenses	float	Operating expenses.
depreciation_and_amortization	float	Depreciation and amortization.
ebit	float	Earnings before interest, and taxes.
ebitda	float	Earnings before interest, taxes, depreciation and amortization.
ebitda_ratio	float	Earnings before interest, taxes, depreciation and amortization ratio.
operating_income	float	Operating income.
operating_income_ratio	float	Operating income ratio.
interest_income	float	Interest income.
interest_expense	float	Interest expense.
total_other_income_expenses_net	float	Total other income expenses net.
income_before_tax	float	Income before tax.
income_before_tax_ratio	float	Income before tax ratio.
income_tax_expense	float	Income tax expense.
net_income	float	Net income.
net_income_ratio	float	Net income ratio.
eps	float	Earnings per share.
eps_diluted	float	Earnings per share diluted.
weighted_average_shares_outstanding	float	Weighted average shares outstanding.
weighted_average_shares_outstanding_dil	float	Weighted average shares outstanding diluted.
link	str	Link to the income statement.
final_link	str	Final link to the income statement.
income_loss_from_continuing_operations_before_tax	float	Income/Loss From Continuing Operations After Tax
income_loss_from_continuing_operations_after_tax	float	Income (loss) from continuing operations after tax
benefits_costs_expenses	float	Benefits, costs and expenses
net_income_loss_attributable_to_noncontrolling_interest	int	Net income (loss) attributable to noncontrolling interest
net_income_loss_attributable_to_parent	float	Net income (loss) attributable to parent
net_income_loss_available_to_common_stockholders_basic	float	Net Income/Loss Available To Common Stockholders Basic
participating_securities_distributed_and_undistributed_earnings_loss_basic	float	Participating Securities Distributed And Undistributed Earnings Loss Basic
nonoperating_income_loss	float	Nonoperating Income Loss
preferred_stock_dividends_and_other_adjustments	float	Preferred stock dividends and other adjustments