--- title: Income Statement description: OpenBB Platform Data Model --- import Tabs from '@theme/Tabs'; import TabItem from '@theme/TabItem'; --- ## Implementation details ### Class names | Model name | Parameters class | Data class | | ---------- | ---------------- | ---------- | | `IncomeStatement` | `IncomeStatementQueryParams` | `IncomeStatementData` | ### Import Statement ```python from openbb_core.provider.standard_models.income_statement import ( IncomeStatementData, IncomeStatementQueryParams, ) ``` ## Parameters | 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 | 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. | | 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. | | 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. | | 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. | | 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. | | 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. | | 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 |