Financial Data API

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.

GEThttps://api.roic.ai/v2/fundamental/income-statement/{identifier}

Parameters

Path Parameters

identifierstringrequired

Company identifier — supports ticker symbol (e.g., `AAPL`), CIK, CUSIP, or ISIN.

Example: AAPL

Query Parameters

apikeystringrequired

Your API key for authentication.

periodstringoptional

Reporting period for financial data.

Default: annualValues: annual, quarterly
limitnumberoptional

Maximum number of periods to return.

Default: 10Example: 10
fiscal_year_startnumberoptional

Filter results starting from this fiscal year.

Example: 2020
fiscal_year_endnumberoptional

Filter results ending at this fiscal year.

Example: 2024
date_startstringoptional

Filter results starting from this date (YYYY-MM-DD format).

Example: 2020-01-01
date_endstringoptional

Filter results ending at this date (YYYY-MM-DD format).

Example: 2024-12-31
orderstringoptional

Sort order for time-series data.

Default: DESCValues: ASC, DESC
formatstringoptional

Response format. Use `json` for JSON (default) or `excel` for tab-separated values compatible with Google Sheets and Excel.

Default: jsonValues: json, excel

Code Examples

curl "https://api.roic.ai/v2/fundamental/income-statement/AAPL?apikey=YOUR_API_KEY"

Response

Response200 OK
[
  {
    "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

FieldDescription
is_sales_revenue_turnoverTotal revenue / net sales
is_sales_and_services_revenuesSales and services revenue
is_cogsCost of goods sold
is_cog_and_services_soldCost of goods and services sold
is_gross_profitGross profit (revenue minus COGS)
is_operating_expnTotal operating expenses
is_sg_and_a_expenseSelling, general & administrative expenses
is_operating_expenses_r_and_dResearch & development expenses
is_oper_incomeOperating income
is_nonop_income_lossNon-operating income / loss
is_other_nonop_income_lossOther non-operating income / loss
is_pretax_incomePre-tax income
is_inc_tax_expIncome tax expense
is_inc_bef_xo_itemIncome before extraordinary items
is_ni_including_minority_int_ratioNet income including minority interest
is_net_incomeNet income
is_earn_for_commonEarnings available for common shareholders
is_avg_num_sh_for_epsAverage shares outstanding (basic)
epsEarnings per share (basic)
eps_cont_opsEPS from continuing operations
is_sh_for_diluted_epsDiluted shares outstanding
diluted_epsEarnings per share (diluted)
dil_eps_cont_opsDiluted EPS from continuing operations
ebitdaEarnings before interest, taxes, depreciation & amortization
ebitda_marginEBITDA as a percentage of revenue
ebitaEarnings before interest, taxes & amortization
ebitEarnings before interest & taxes
gross_marginGross profit as a percentage of revenue
oper_marginOperating income as a percentage of revenue
profit_marginNet income as a percentage of revenue
div_per_shrDividends per share
is_depr_expDepreciation expense

Metadata

FieldDescription
tickerTicker symbol
datePeriod end date
periodReporting period (annual/quarterly)
period_labelHuman-readable period label
fiscal_yearFiscal year
currencyReporting 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=excel parameter 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)