> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chicago.global/llms.txt
> Use this file to discover all available pages before exploring further.

# Income Statement

> Retrieve income statement data for a given stock symbol. Returns line items from revenue through to EPS, sourced from LSEG Datastream.

Retrieve income statement data for a given stock symbol. Returns line items from revenue through to EPS, sourced from LSEG Datastream.

## Query Parameters

| Parameter | Type    | Required | Default | Description                                                                                                                 |
| --------- | ------- | -------- | ------- | --------------------------------------------------------------------------------------------------------------------------- |
| `symbol`  | string  | Yes      | —       | Stock symbol (e.g., `AAPL.O`, `0700.HK`). Ticker shorthand like `AAPL` is also accepted and will be resolved automatically. |
| `limit`   | integer | No       | `4`     | Number of periods to return                                                                                                 |
| `freq`    | integer | No       | `1`     | `1` for Annual, `2` for Quarterly                                                                                           |

## Response

Returns an array of period objects, each containing the full income statement breakdown:

```json theme={null}
[
  {
    "ric": "AAPL.O",
    "perenddt": "2025-09-27",
    "stmtdt": "2025-09-27",
    "sourcedt": "2025-10-31",
    "pertypecode": 1,
    "currency": "USD",
    "unitsconvtocode": "M",
    "revenue": 416161000000,
    "other_revenue_total": null,
    "total_revenue": 416161000000,
    "cost_of_revenue_total": 220960000000,
    "gross_profit": 195201000000,
    "sga_expenses_total": 27601000000,
    "research_development": 34550000000,
    "depreciation_amortization": null,
    "interest_expense_net_operating": null,
    "interest_investment_income_operating": null,
    "interest_expense_income_net_operating": null,
    "interest_exp_inc_net_operating_total": null,
    "unusual_expense_income": null,
    "other_operating_expenses_total": null,
    "total_operating_expense": 283111000000,
    "operating_income": 133050000000,
    "interest_expense_net_non_operating": null,
    "interest_investment_income_non_operating": null,
    "interest_income_exp_net_non_operating": null,
    "interest_inc_exp_net_non_op_total": null,
    "gain_loss_on_sale_of_assets": null,
    "other_net": -321000000,
    "net_income_before_taxes": 132729000000,
    "provision_for_income_taxes": 21205000000,
    "net_income_after_taxes": 111524000000,
    "minority_interest": null,
    "equity_in_affiliates": null,
    "us_gaap_adjustment": null,
    "net_income_before_extra_items": 111524000000,
    "accounting_change": null,
    "discontinued_operations": null,
    "extraordinary_item": 486000000,
    "tax_on_extraordinary_items": null,
    "total_extraordinary_items": 486000000,
    "net_income": 112010000000,
    "basic_weighted_average_shares": 14948500000,
    "basic_eps_excluding_extraordinary_items": 7.46055,
    "basic_eps_including_extraordinary_items": 7.49306
  }
]
```

<Note>
  All monetary values are in the company's reporting currency. The `currency` field indicates which currency. Fields with `null` values are not applicable for the given company.
</Note>

## Key Fields

| Field                                     | Description                                        |
| ----------------------------------------- | -------------------------------------------------- |
| `perenddt`                                | Period end date                                    |
| `pertypecode`                             | `1` for Annual, `2` for Quarterly                  |
| `unitsconvtocode`                         | Unit scale (e.g., `M` for millions)                |
| `revenue`                                 | Net sales / revenue                                |
| `gross_profit`                            | Revenue minus cost of revenue                      |
| `total_operating_expense`                 | Total operating costs                              |
| `operating_income`                        | Gross profit minus operating expenses              |
| `net_income_before_taxes`                 | Pre-tax earnings                                   |
| `net_income`                              | Bottom line earnings                               |
| `basic_eps_excluding_extraordinary_items` | Earnings per share (excluding extraordinary items) |
| `basic_eps_including_extraordinary_items` | Earnings per share (including extraordinary items) |

## Example

```bash theme={null}
curl "https://api.chicago.global/v1/income-statement?symbol=AAPL.O&limit=4&freq=1" \
  -H "Authorization: Bearer YOUR_API_KEY"
```

```javascript theme={null}
const response = await fetch(
  'https://api.chicago.global/v1/income-statement?symbol=AAPL.O&limit=4&freq=1',
  { headers: { 'Authorization': `Bearer ${API_KEY}` } }
);

const periods = await response.json();
console.log(`Revenue: ${periods[0].revenue}`);
console.log(`Net Income: ${periods[0].net_income}`);
```


## OpenAPI

````yaml GET /v1/income-statement
openapi: 3.1.0
info:
  title: Parallax API
  description: >-
    Financial data and portfolio analytics API. Analyze portfolios with
    multi-currency support, rebalancing, and comprehensive metrics.
  version: 1.0.0
servers:
  - url: https://api.chicago.global
security:
  - bearerAuth: []
paths:
  /v1/income-statement:
    get:
      tags:
        - Financial Statements
      summary: Income Statement
      description: >-
        Retrieve income statement data for a given stock symbol. Returns line
        items from revenue through to EPS, sourced from LSEG Datastream.
      operationId: getIncomeStatement
      parameters:
        - name: symbol
          in: query
          required: true
          description: >-
            Stock symbol (e.g., AAPL.O, 0700.HK). Ticker shorthand like AAPL is
            also accepted.
          schema:
            type: string
          example: AAPL.O
        - name: limit
          in: query
          required: false
          description: Number of periods to return
          schema:
            type: integer
            default: 4
          example: 4
        - name: freq
          in: query
          required: false
          description: 1 for Annual, 2 for Quarterly
          schema:
            type: integer
            enum:
              - 1
              - 2
            default: 1
          example: 1
      responses:
        '200':
          description: Income statement data retrieved successfully
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/IncomeStatementPeriod'
        '401':
          description: Unauthorized - Invalid or missing API key
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
components:
  schemas:
    IncomeStatementPeriod:
      type: object
      properties:
        ric:
          type: string
          description: Reuters Instrument Code
        perenddt:
          type: string
          format: date
          description: Period end date
        stmtdt:
          type: string
          format: date
        sourcedt:
          type: string
          format: date
        pertypecode:
          type: integer
          description: 1 for Annual, 2 for Quarterly
        currency:
          type: string
          description: Reporting currency
        unitsconvtocode:
          type: string
          description: Unit scale (e.g., M for millions)
        revenue:
          type: number
          nullable: true
          description: Net sales / revenue
        total_revenue:
          type: number
          nullable: true
          description: Total revenue
        cost_of_revenue_total:
          type: number
          nullable: true
        gross_profit:
          type: number
          nullable: true
          description: Revenue minus cost of revenue
        sga_expenses_total:
          type: number
          nullable: true
          description: SG&A expenses
        research_development:
          type: number
          nullable: true
          description: R&D expenses
        total_operating_expense:
          type: number
          nullable: true
          description: Total operating costs
        operating_income:
          type: number
          nullable: true
          description: Operating income
        net_income_before_taxes:
          type: number
          nullable: true
          description: Pre-tax earnings
        provision_for_income_taxes:
          type: number
          nullable: true
        net_income:
          type: number
          nullable: true
          description: Bottom line earnings
        basic_weighted_average_shares:
          type: number
          nullable: true
        basic_eps_excluding_extraordinary_items:
          type: number
          nullable: true
          description: EPS excluding extraordinary items
        basic_eps_including_extraordinary_items:
          type: number
          nullable: true
          description: EPS including extraordinary items
    Error:
      type: object
      properties:
        detail:
          type: string
          description: Error message
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: API key passed as Bearer token

````