Income Statement API
The Income Statement API returns annual and quarterly profit-and-loss data for over 60,000 publicly traded companies. Each response includes 40+ financial line items spanning the full income statement. from top-line revenue through cost of goods sold, gross profit, operating expenses, operating income, interest and tax provisions, all the way down to net income and earnings per share.
This is one of the most important endpoints in the ROIC.ai API. Income statement data is the foundation for earnings analysis, profitability screening, valuation modeling, and trend analysis. You can request up to 20+ years of annual data or 80+ quarters of historical results, filter by fiscal year or date range, and control sort order. All monetary values are returned in the company's reporting currency (USD for US-listed companies), with the currency field included in every response object.
The endpoint supports all standard company identifiers. ticker symbols like AAPL or MSFT, SEC CIK numbers, CUSIP codes, and ISIN codes. so you can integrate it directly into workflows that use any of these identifiers.
https://api.roic.ai/v2/fundamental/income-statement/{identifier}Parameters
Path Parameters
identifierstringrequiredCompany identifier — supports ticker symbol (e.g., `AAPL`), CIK, CUSIP, or ISIN.
AAPLQuery Parameters
apikeystringrequiredYour API key for authentication.
periodstringoptionalReporting period for financial data.
annualValues: annual, quarterlylimitnumberoptionalMaximum number of periods to return.
10Example: 10fiscal_year_startnumberoptionalFilter results starting from this fiscal year.
2020fiscal_year_endnumberoptionalFilter results ending at this fiscal year.
2024date_startstringoptionalFilter results starting from this date (YYYY-MM-DD format).
2020-01-01date_endstringoptionalFilter results ending at this date (YYYY-MM-DD format).
2024-12-31orderstringoptionalSort order for time-series data.
DESCValues: ASC, DESCformatstringoptionalResponse format. Use `json` for JSON (default) or `excel` for tab-separated values compatible with Google Sheets and Excel.
jsonValues: json, excelCode Examples
curl "https://api.roic.ai/v2/fundamental/income-statement/AAPL?apikey=YOUR_API_KEY"Response
[
{
"ticker": "AAPL",
"date": "2025-09-30",
"period": "annual",
"period_label": "2025",
"fiscal_year": "2025",
"currency": "USD",
"is_sales_revenue_turnover": 416161000000,
"is_sales_and_services_revenues": 416161000000,
"is_cogs": 220960000000,
"is_cog_and_services_sold": 220960000000,
"is_gross_profit": 195201000000,
"is_operating_expn": 62151000000,
"is_sg_and_a_expense": 27601000000,
"is_operating_expenses_r_and_d": 34550000000,
"is_oper_income": 133050000000,
"is_nonop_income_loss": 321000000,
"is_other_nonop_income_loss": 321000000,
"is_pretax_income": 132729000000,
"is_inc_tax_exp": 20719000000,
"is_inc_bef_xo_item": 112010000000,
"is_ni_including_minority_int_ratio": 112010000000,
"is_net_income": 112010000000,
"is_earn_for_common": 112010000000,
"is_avg_num_sh_for_eps": 14948500000,
"eps": 7.49305950429809,
"eps_cont_ops": 7.49305950429809,
"is_sh_for_diluted_eps": 15004697000,
"diluted_eps": 7.464995794316939,
"dil_eps_cont_ops": 7.464995794316939,
"ebitda": 144748000000,
"ebitda_margin": 34.78173110887373,
"ebita": 133050000000,
"ebit": 133050000000,
"gross_margin": 46.90516410716045,
"oper_margin": 31.970799762591884,
"profit_margin": 26.91506412181824,
"div_per_shr": 1.0316085225942402,
"is_depr_exp": 11698000000
}
]Field Dictionary
| Field | Description |
|---|---|
is_sales_revenue_turnover | Total revenue / net sales |
is_sales_and_services_revenues | Sales and services revenue |
is_cogs | Cost of goods sold |
is_cog_and_services_sold | Cost of goods and services sold |
is_gross_profit | Gross profit (revenue minus COGS) |
is_operating_expn | Total operating expenses |
is_sg_and_a_expense | Selling, general & administrative expenses |
is_operating_expenses_r_and_d | Research & development expenses |
is_oper_income | Operating income |
is_nonop_income_loss | Non-operating income / loss |
is_other_nonop_income_loss | Other non-operating income / loss |
is_pretax_income | Pre-tax income |
is_inc_tax_exp | Income tax expense |
is_inc_bef_xo_item | Income before extraordinary items |
is_ni_including_minority_int_ratio | Net income including minority interest |
is_net_income | Net income |
is_earn_for_common | Earnings available for common shareholders |
is_avg_num_sh_for_eps | Average shares outstanding (basic) |
eps | Earnings per share (basic) |
eps_cont_ops | EPS from continuing operations |
is_sh_for_diluted_eps | Diluted shares outstanding |
diluted_eps | Earnings per share (diluted) |
dil_eps_cont_ops | Diluted EPS from continuing operations |
ebitda | Earnings before interest, taxes, depreciation & amortization |
ebitda_margin | EBITDA as a percentage of revenue |
ebita | Earnings before interest, taxes & amortization |
ebit | Earnings before interest & taxes |
gross_margin | Gross profit as a percentage of revenue |
oper_margin | Operating income as a percentage of revenue |
profit_margin | Net income as a percentage of revenue |
div_per_shr | Dividends per share |
is_depr_exp | Depreciation expense |
Metadata
| Field | Description |
|---|---|
ticker | Ticker symbol |
date | Period end date |
period | Reporting period (annual/quarterly) |
period_label | Human-readable period label |
fiscal_year | Fiscal year |
currency | Reporting currency |
Use Cases
- Build DCF valuation models with historical revenue, operating income, and free cash flow projections based on income statement trends
- Track revenue growth across multiple quarters or years to identify accelerating or decelerating business momentum
- Screen stocks by profitability using gross margin, operating margin, and net margin calculated from income statement fields
- Analyze earnings quality by comparing net income to operating cash flow and identifying one-time items
- Compare competitors by pulling income statements for multiple companies in the same sector and benchmarking margins
- Power AI financial analysis by feeding structured income statement data into language models for automated earnings reports
- Build Google Sheets models using the
format=excelparameter to import income statement data directly into spreadsheets - Calculate key ratios like gross margin (gross_profit / revenue), operating margin (operating_income / revenue), and profit margin (net_income / revenue)
Related Endpoints
- Balance Sheet - Assets, liabilities, and shareholders' equity data
- Cash Flow Statement - Operating, investing, and financing cash flows
- Profitability Ratios - Pre-calculated ROE, ROA, margins, and payout ratios
- Valuation Multiples - P/E, EV/EBITDA, and other valuation metrics
- Per-Share Data - EPS, book value, revenue, and dividends per share