Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Added "get_company_metrics", "get_filings", "get_margins_and_ratios" and 1 more; removed "find_figures", "get_accession_numbers", "get_accounts_payable" and 78 more; changed the definition of "compare_companies", "get_company", "get_data_notes" and 13 more (97 tools before, 20 now)
⟨20 unchanged words⟩ , debt, cash, equity or any otherfigurestandardonfigurethelistedstandardinlist.get_figure. Defaults to each company's latest discrete period ( ⟨28 unchanged words⟩ so each row states its own period anddates;dates, and the field it was read from; a company that does not report the figure ⟨60 unchanged words⟩
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⟨20 unchanged words⟩ the SEC filings that record is built from-(the annual report and the latest quarterly report, each with its own fiscal year, filing date, accession number and EDGAR link-), every published record(period)with its permanent URLs, and the predicted nextfiling.filingPassdate`record`andforforman(aearlierpredictionrecord'sfrommanifest.filingThe
Sourcing notes and what is not disclosedThe record'sownexplanationsourcingofnotesitself, to read before relying on an unusual figure or concluding one is missing:howitsthesourcingbusinessnotestype(howandthe statement templatewerewas chosen, which filing each statement was read ⟨4 unchanged words⟩
⟨21 unchanged words⟩ from the filings and their exhibits: earnings releases and guidance, management and board changes,capitaldividendsreturnsand buybacks announced, debt offerings andgovernancecreditactionsfacilities, mergers and acquisitions, shareholder votes, restructuring and legal matters, each dated and citing its SEC accession number. Returns the full digest by default; it is short. Passa section`section`toasnarrowait,heading or`record` for thea
Any figure,byanynameperiod
Get any figure for a company:inrevenue,onenetcallincome,byEPS,thefreenamecashitsflow,owndebt,
Financial statements (the whole record)⟨11 unchanged words⟩ company's SEC filings, for up to threeannualfiscalperiodsyears plus the latest quarter,withyearsegmenttorevenuedate andper-sharetrailingfigures.twelvePrefermonths,thiswithover
Headline figures and summary for the latest period
The headlinefiguresfor a company's most recent reported period: revenue, net income, diluted EPS and similar, each with its exact dollar amount, prior-year value, year-over-year change, theexactrecorddollarfieldamount,it was read from andtheits SEC accessionnumbernumber;itpluscameafrom.
⟨17 unchanged words⟩ from news: business description, risk factors withquarter-over-quarterchanges since the prior filing flagged, annual MD&A, the current quarter, legal proceedings and subsequent events. Called withouta section`section`thisit returns an INDEX:ofeverythesectionavailablewithsectionsitswithsize,afirstone-linesentence
Units,schemacurrency, ADR, splits andconventionsfiscal calendar
How to read a company's numbers beforeusingcomparing or converting them: the units statement (actual dollars, not millions), reporting currency and,whetherforfiguresawereforeignconvertedissuertosuchUS
SegmentSegmentsresultsand revenue breakdowns
ResultsHowbyareportablecompany'ssegmentresults split, exactly asthe companyit reports themin the segment note of its 10-K:or`segments`10-Q:(reportable segment revenue,segment
⟨28 unchanged words⟩ figures are cited and linked to sec.gov,what towhichcalltoolforanswers common questions, and thefullstandardmapfiguresof(withtoolsthegroupedwordsbyget_figurewhatandtheycompare_companiesanswer.accept for each). No arguments.
List theThe public companies Ticker Scout covers, with the fiscal period oftheeach one's latest data, every published record heldfor each (its periods),and the predicted date oftheits next SECfiling.filing, plus a coverage summary (company count, last update, filers by latest form, foreign issuers). Call this first when you do not know ⟨20 unchanged words⟩ major foreign issuers that file with the SEC.For a site-wide summary (how many companies, forms, foreign issuers, upcoming filings) use get_coverage_summary.
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Every figurethisa company reports, by its own names
Dumps every numericDiscoverfigurewhichinfigures a company's recordunder the exact name its financials.jsonholds(andits page on tickerscout.ai) uses, with the valuewhatiniteachcallsperiod.them.Two
HistoryHowandfarcoverageback the data goes for one company: every fiscal year and every ⟨8 unchanged words⟩ with each period's start and end dates, length in days, source form and accession, and which records carry it;plusthe year-to-date and trailing-twelve-monthsblocks,blocks; the fiscal year end and whether the company runs 52/53-week years; and the list of published records (each the snapshot built ⟨5 unchanged words⟩ was filed, with its permanent URLs).Call this to see how far back the data goes before asking for a specific year or quarter.Fiscal years are the company's own: NVIDIA's FY2027 ends in January 2027, Apple's FY2026endsin September 2026.
⟨43 unchanged words⟩ from each company's filing history, not announceddates.dates,Filterandbyaformfilingwithdate`form`.is not an earnings date: most companies release earnings on an 8-K days or weeks before the 10-Q or 10-K. One company's next filing is in get_company.
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FindKeywordthesearchpassagesacrossthatthesayfilingsitsynthesis
Keyword search that answers WHAT ITFindSAYS:whattheaindividualcompany'sparagraphsfilings
KPIs, non-GAAP and industry metrics — Measures a company reports outside its GAAP statements, as it defines them: `operating` KPIs (users, subscribers, paid memberships, bookings, stores, RevPAR, deliveries, backlog, remaining performance obligations), `non_gaap` measures (adjusted EPS, adjusted operating income, EBITDA, FFO for a REIT, core earnings, with the reconciling figures held), `bank` metrics (CET1 and other capital ratios, net interest margin, efficiency ratio, average balances and yields, credit quality) and `insurance` metrics (premiums, underwriting results, combined and loss ratios, investment income, float, book va…
SEC filings and accession numbers — The SEC filings behind a company's data. Without `accession`: every accession number the record cites across the financial statements, the 10-K/10-Q narrative and the 8-K events digest, newest first, each with its form (10-K, 10-Q, 8-K, 20-F, 6-K, DEF 14A...), filing date where stated, EDGAR index URL, document URL where known and every use (which periods' figures came from it, which narrative or events sections cite it); plus the annual and quarterly report the record is built from. With `accession` (dashes optional): everything about that one filing, including the full text of every narrati…
Margins and ratios — Profitability margins and balance-sheet ratios for every period: every margin and rate the record itself stores (gross margin %, operating margin %, effective tax rate, segment margins, efficiency ratio and the like), plus gross, operating, net and free-cash-flow margin, working capital and current ratio calculated here from the period's own figures, each labeled as calculated with its formula and the exact fields used, so it can be checked. A ratio is calculated only when both figures are in the same period of the same record; nothing is estimated. Every period in the latest record by defaul…
Statements for any period — The income statement, balance sheet or cash flow statement, as the company reports it with line items in reported order, for any fiscal year, quarter, year to date or trailing twelve months. `statement` picks one (default: every statement and table held for the period, including segments and industry metrics). `period` picks the periods (default: every period in the latest record: up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months) and searches older records when the latest does not hold it; 'ttm' and 'ytd' return those blocks wit…
Search figure names — Find figures in a company's record by words in their names, for figures that are not on the standard list or whose exact name you do not know: 'data center', 'cet1', 'comparable sales', 'backlog', 'china', 'subscribers', 'free cash flow'. Every word must appear in the field's path (case-insensitive; spaces and underscores are interchangeable). Returns each matching field under the exact name its record uses, with its value in every period, its accession and sec.gov link. A standard name or synonym (revenue, EPS, capex) also returns the field this company uses for it.
Every SEC accession number cited — Every SEC accession number a company's record cites, across the financial statements, the 10-K/10-Q narrative and the 8-K events digest, newest first. For each: the form (10-K, 10-Q, 8-K, 20-F, 6-K, DEF 14A...), the filing date where stated, the EDGAR filing index URL, the document URL where known, and every use - which periods' figures came from it, which narrative or events sections cite it. An accession number (0001045810-26-000075 = filer CIK 0001045810, year 2026, sequence 75) is the SEC's permanent ID for one filing, the thing to cite. Use get_filing for everything about one of them.
Accounts payable — Accounts payable at each period end. Accounts payable (dollars): Amounts owed to suppliers. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Accounts payable is read from accounts_payable, trade_accoun…
Accounts receivable — Accounts receivable at each period end. Accounts receivable (dollars): Amounts owed by customers, net of allowances. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Accounts receivable is read from ac…
Acquisitions — Cash paid for acquisitions, net of cash acquired, by period. Acquisitions, net of cash acquired (dollars): Cash paid for acquisitions of businesses, net of the cash they held. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field n…
ADR / ADS ratio — American Depositary Receipt details for a foreign issuer: how many ordinary shares one American Depositary Share represents (the ADR ratio, e.g. 5 for TSMC), the basis on which per-share figures are published (per ADS, in US dollars), the ratio recorded on each period, and which share counts stay in ordinary shares. For a company with no ADR program it says so: its per-share figures are per ordinary share as filed.
Management's discussion and analysis (fiscal year) — Management's discussion and analysis for the latest fiscal year, condensed from Item 7 of the annual report: what drove revenue and margins, segment performance, operating expenses, liquidity and capital resources, cash flow, debt, capital returns, critical accounting estimates and outlook, in management's own terms, with the figures it cites. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative a…
Balance sheet — The balance sheet at each period end: cash and investments, receivables, inventories, current assets, property and equipment, goodwill and intangibles, total assets, payables, current liabilities, short- and long-term debt, total liabilities, shareholders' equity and noncontrolling interests, in the company's own line items (a bank's has loans, deposits and trading assets; an insurer's has investments and reserves). Returns every period in the latest record by default (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months), or the pe…
Bank capital, credit and balance metrics — Bank-specific measures: CET1 and other regulatory capital ratios, net interest margin, efficiency ratio, average balances and yields, credit quality, noninterest income and expense breakdowns, return on equity and tangible equity, for the banks and broker-dealers in coverage (JPM, BAC, WFC, C, GS, MS, USB, PNC, COF, BNY, SCHW and others). Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dolla…
Business description — What the company does, condensed from Item 1 (Business) of its latest annual report: products and services, reportable segments, end markets, customers and concentration, competition, manufacturing and supply chain, intellectual property, regulation, seasonality and human capital, as the company describes them. States the 10-K and accession it was read from. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for …
Capital expenditures — Capital expenditures (purchases of property and equipment), by period. Capital expenditures (dollars): Cash spent on property, plant and equipment. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Capi…
Dividend and buyback announcements — Dividend declarations and changes, share repurchase authorizations, accelerated share repurchases and other capital-return actions announced in current reports, with amounts, dates and accessions. For the cash actually paid, use get_dividends and get_share_repurchases. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Cash and investments — Cash and cash equivalents at each period end, with marketable securities and short-term investments alongside. Cash and cash equivalents (dollars): Cash and cash equivalents at the period end. Marketable securities and short-term investments, which many companies count as liquidity, are shown under related. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value car…
Cash flow statement — The cash flow statement: operating cash flow and its main adjustments (depreciation and amortization, stock-based compensation), capital expenditures, acquisitions, investing and financing totals, dividends paid, share repurchases, debt issued and repaid, plus free cash flow. Where a 10-Q presents cash flow only year to date, the discrete quarter comes from the earnings release when the company published one; the period's own note says which. Returns every period in the latest record by default (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailin…
Cost of revenue — Cost of revenue, cost of sales or cost of goods sold, by period. Cost of revenue (dollars): Direct cost of the goods and services sold. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Cost of revenue …
Coverage summary — What Ticker Scout covers as a whole: how many companies, when the data was last updated, how many hold each latest form (10-Q, 10-K, 6-K, 20-F), which are foreign issuers, how many published records each company has and the earliest record held, the URL patterns for every file, and what is deliberately not covered (no market prices, no estimates, no analyst data).
Provision for credit losses — For banks and lenders: provision for credit losses, by period. Provision for credit losses (dollars): Expense set aside for expected loan and credit losses. Banks and lenders. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field n…
Currency and exchange rates — The currency a company reports in and how its figures were put into US dollars. For a US-dollar filer this says so and that no conversion was applied. For a foreign issuer (for example TSMC, which reports in New Taiwan dollars) it returns the conversion policy and, for every period, the exact rate used - the average rate for income statement and cash flow figures, the closing rate on the balance-sheet date for balance-sheet figures - each with its source: the rate the filing itself states where one exists, otherwise the Federal Reserve H.10 series, with the document and accession named. Rates…
Current quarter (quarterly MD&A) — The latest quarter, condensed from the MD&A of the most recent quarterly report (10-Q, or 6-K for a foreign issuer): results for the three months and year to date, what changed against the prior year, segment trends, liquidity, capital returns, guidance and any new developments since the annual report. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an earlier record.
What is not disclosed — What a company's record does not contain, and why: the record's own list of uncertainties (figures the filings do not disclose, periods presented only year to date, items that could not be reconciled), period-level notes on statements not reported, and which standard figures (revenue, operating income, capex, and the rest of list_standard_figures) are absent from the latest fiscal year and quarter. Where a filing does not disclose a figure it is omitted and the omission explained, never zeroed.
Debt — Total debt, long-term debt, and short-term debt with the current portion of long-term debt, at each period end. Total debt (dollars): Total debt at the period end. Long-term debt, short-term borrowings and the current portion are shown under related. Lease liabilities are not debt here unless the company counts them. Long-term debt (dollars): Long-term debt, excluding the current portion where the company separates it. Short-term debt and current portion (dollars): Debt due within a year: short-term borrowings and the current portion of long-term debt. Default: every period in the latest reco…
Debt offerings and financing — Debt offerings, notes issued and their coupons and maturities, credit facilities and revolvers entered or amended, term loans, commercial paper programs and other financing actions from current reports (Items 1.01 and 2.03 and exhibits), each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Depreciation and amortization — Depreciation and amortization, by period. Depreciation and amortization (dollars): Depreciation and amortization, normally from the cash flow statement. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company:…
Dividends — Cash dividends paid and dividends per share, by period. Dividends paid (dollars): Cash dividends paid to shareholders in the period. Dividends per share (dollars per share): Dividends declared or paid per share, as the record states which. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accessi…
Earnings releases and guidance — Each quarterly earnings release over roughly the trailing five quarters, as furnished on Form 8-K: reported revenue, margins and EPS (GAAP and non-GAAP as the company states them), segment highlights, capital returns announced with results, and forward guidance, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Earnings per share — Diluted and basic earnings per share, by period. Diluted EPS (dollars per share): Diluted earnings per share (per ADS for a foreign issuer with an ADR ratio). Basic EPS (dollars per share): Basic earnings per share. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.g…
One figure across every period held — The full history Ticker Scout holds for one figure: every fiscal year and every quarter across every published record, oldest first, in separate annual and quarterly series, with the record each value was read from. When two records hold the same period (a quarter and the next year's prior-year comparative), the newer record's value is used because it carries any restatement. Accepts the same figure names as get_figure. All money is in actual dollars (not thousands, not millions), per-share figures in dollars per share (per ADS for a foreign issuer that has one), share counts in actual shares…
Where a figure is printed in the SEC filing — Trace a figure to the filing: for each period, the SEC accession number and form it came from, the filing document, and a sec.gov link that opens that document at the exact line printing the number (built from the record's figure_sources block, matched by exact value and period). A figure with no link was calculated in the record (margins, free cash flow, trailing twelve months, a quarter derived by subtraction) or comes from an earnings release, which the SEC does not tag; the response says which applies. Accepts the same figure names as get_figure.
Everything about one SEC filing — Look up one SEC filing by accession number (with or without dashes) within a company's record: its form, filing date, EDGAR index and document links, which fiscal periods' figures were read from it, and the full text of every narrative and events passage that cites it - for example what an 8-K announced, or which quarter a 10-Q reported. Searches every published record when `record` is omitted.
Fiscal calendar — A company's fiscal calendar: when its fiscal year ends, whether it runs 52/53-week years, any calendar note the record carries, and the exact start date, end date and length in days (and weeks, where the record states them) of every fiscal year and quarter held across every published record. Use it to line a company's fiscal periods up against calendar dates or against another company: NVIDIA's fiscal year ends in late January, Apple's in late September, Microsoft's on June 30.
Free cash flow — Free cash flow, by period. Free cash flow (dollars): Free cash flow: operating cash flow less capital expenditures. Calculated in the record from the two filed figures unless the company reports its own, so it has no sec.gov line of its own. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, acces…
Revenue by geography — Revenue by country or region, as the company reports it: by customer location, billing location, customer headquarters or geographic segment (for example United States, China, Taiwan, EMEA). Also returns long-lived assets and operating income by geography where the record carries them. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. If the company reports none, the response says so …
Goodwill and intangibles — Goodwill and intangible assets at each period end. Goodwill (dollars): Goodwill from acquisitions. Intangible assets (dollars): Intangible assets other than goodwill, net of amortization. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing…
Governance and shareholder votes — Annual meeting results and shareholder votes (Item 5.07), bylaw and charter amendments, and other governance actions reported in current reports, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Gross profit and gross margin — Gross profit and, where the record stores it, gross margin percentage, by period. Gross profit (dollars): Revenue less cost of revenue, as the company reports it. Gross margin (%) (percent): Gross profit as a percentage of revenue, as stored in the record. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, i…
Headline summary and Q&A — The record's written headline for its latest period: a one-paragraph summary of the quarter or year in plain sentences with exact figures and year-over-year changes, the question-and-answer pairs built from it ('How much revenue did NVIDIA report in Q2 FY2027?'), and the headline metrics with their prior-period values and the exact field and accession each was read from. Every figure in it is reconciled against the record. Pass `record` for an earlier period's headline.
Income statement — The income statement as the company reports it, line items in reported order: revenue, cost of revenue, gross profit, operating expenses, operating income, interest and other income, pretax income, income tax, net income, basic and diluted EPS and weighted-average shares (a bank's statement has net interest income, noninterest income, provision for credit losses and noninterest expense instead). Per-share blocks ride along where the company reports them separately. Returns every period in the latest record by default (up to three fiscal years, the latest quarter and its prior-year comparative…
Income tax and effective tax rate — Income tax expense (provision for income taxes) and, where stored, the effective tax rate, by period. Income tax expense (dollars): Provision for income taxes. Effective tax rate (%) (percent): Income tax expense as a percentage of pretax income, as stored in the record. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it w…
Insurance underwriting and investment metrics — Insurance-specific measures: premiums written and earned, losses, underwriting results, combined, loss and expense ratios, insurance investment income, investment gains and losses, float and book value, for the insurers in coverage (BRK-B, CB, PGR and others). Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. If the company reports none, the response says so and lists the blocks it do…
Interest expense — Interest expense, by period, with interest income alongside where the record carries it. Interest expense (dollars): Interest expense. Sign follows the record (some files store expenses as negatives). Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the …
Inventories — Inventories at each period end. Inventories (dollars): Inventories at the period end. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Inventories is read from inventories, inventory, total_inventories…
Investing and financing cash flow — Net cash from investing activities and net cash from financing activities, by period. Net cash from investing activities (dollars): Net cash provided by (used in) investing activities. Net cash from financing activities (dollars): Net cash provided by (used in) financing activities. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, th…
Legal proceedings and regulatory matters — Litigation, government investigations, antitrust and regulatory matters: every legal or regulatory section, subsection or passage in the 10-K/10-Q narrative (Item 3 and the contingencies note, as condensed), followed by any legal or regulatory items in the 8-K events digest. Each passage says where in the document it came from. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an earlier …
Board and management changes — Executive and board changes reported on Form 8-K (Item 5.02 and related): appointments, departures, retirements and successions of the CEO, CFO and other officers, directors elected or leaving, and compensation arrangements disclosed with them, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Margins and rates — Profitability margins for every period: every margin and rate the record itself stores (gross margin %, operating margin %, net margin %, effective tax rate, segment margins, efficiency ratio and the like), plus gross, operating, net and free-cash-flow margin calculated here from the period's own revenue and profit figures, each labeled as calculated and showing its formula and the exact fields used, so it can be checked. A margin is calculated only when both figures are in the same period of the same record; nothing is estimated. Returns every period in the latest record by default, or the p…
Mergers, acquisitions and divestitures — Acquisitions, mergers, divestitures and spin-offs announced, agreed or completed, as reported in current reports and their exhibits: counterparties, consideration, financing and expected timing, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Outline of the narrative and events documents — The full heading tree of a company's narrative (10-K/10-Q synthesis) and events (8-K digest): every section with its size and first sentence, and every subsection under it. Use it to see what is covered and pick exactly what to read with get_narrative, get_events or get_narrative_subsection.
One subsection of the narrative — One subsection of a company's narrative by its heading - for example 'Liquidity', 'Segments', 'Guidance', 'Competition', 'Critical accounting estimates', 'Credit' - matched case-insensitively on the exact heading, then a unique prefix, then a unique substring, across every section. Smaller than a whole section. get_narrative_outline lists every subsection heading.
Net income — Net income (net earnings, or net income attributable to the company), by period. Net income (dollars): Net income. Where the record carries both consolidated net income and net income attributable to the company or its common shareholders, the one the company's own headline uses is primary and the other is shown under related. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full his…
Net interest income — For banks and lenders: net interest income and noninterest income, by period. Net interest income (dollars): Interest income less interest expense. The core revenue line of a bank. Noninterest income (dollars): Fees, commissions, trading and other revenue a bank earns outside interest. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount,…
Next expected SEC filing — When a company is expected to file next with the SEC, and what: the predicted date and form (10-Q or 10-K; 6-K or 20-F for a foreign issuer), alongside the latest period held, when that filing was made, and the filing dates of the reports the record is built from. The date is a prediction from the company's own filing history, not an announced date, and a filing date is not an earnings date: most companies release earnings on an 8-K days or weeks before the 10-Q or 10-K is filed.
Non-GAAP and adjusted measures — Non-GAAP and company-defined measures as the company reports them, such as adjusted EPS, adjusted operating income, adjusted EBITDA, funds from operations for a REIT, and core or operating earnings, with the reconciliation figures the record holds. These are the company's own definitions from its filings or earnings release, not Ticker Scout's. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US…
Operating cash flow — Net cash provided by operating activities, by period. Operating cash flow (dollars): Net cash provided by operating activities. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Operating cash flow is r…
Operating expenses — Total operating expenses (total costs and expenses, or a bank's noninterest expense), by period. Total operating expenses (dollars): Total operating expenses, or total costs and expenses where the company presents one combined line; noninterest expense for a bank. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read…
Operating income — Operating income (operating profit, income from operations), by period. Operating income (dollars): Income from operations, before interest, other income and taxes. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ…
Operating metrics and KPIs — Key performance indicators the company reports outside its financial statements: users, subscribers, paid memberships, gross bookings, stores, room nights, RevPAR, deliveries, production volumes, backlog, remaining performance obligations, and other company-specific operating statistics, from every key_metrics, operating_metrics and statistics block in the record. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign is…
Everything for one fiscal year or quarter — Every statement and table Ticker Scout holds for one fiscal period: income statement, balance sheet, cash flow, segments, revenue breakdowns, per-share data and any industry metrics, with the period's dates, source form, accession and sourcing notes. Searches every published record, so an older quarter that only an earlier record carries is still found. If the period is earlier than anything held, the response says plainly that the data does not go back that far and lists what is held; if it has not been reported yet, it says that and gives the next expected filing. All money is in actual dol…
Pretax income — Income before income taxes, by period. Income before income taxes (dollars): Income before income taxes. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Income before income taxes is read from income_…
Property, plant and equipment — Property, plant and equipment, net, at each period end. Property, plant and equipment, net (dollars): Property, plant and equipment net of accumulated depreciation. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ…
Research and development — Research and development expense, by period. Research and development (dollars): Research and development expense. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Research and development is read from…
Restructuring and impairments — Restructuring plans, workforce reductions, exit costs and impairments announced in current reports (Item 2.05 and related), with the charges and timing stated, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Retained earnings — Retained earnings (or accumulated deficit) at each period end. Retained earnings (dollars): Cumulative earnings retained in the business (negative as an accumulated deficit). Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field na…
Revenue — Revenue (net sales, total revenues, or a bank's total net revenue) for a company, by period. Revenue (dollars): The top line: total revenue, net sales or, for a bank, total net revenue (net of interest expense). Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov l…
Revenue by product, service, end market or channel — Revenue disaggregation: revenue or net sales by product, product line, service, end market, platform, customer type, channel, franchise or category, as the company itself disaggregates it (for example NVIDIA's Data Center and Gaming, Apple's iPhone and Services, Eli Lilly's sales by product). Every revenue_by_*, net_sales_by_*, product_sales_by_* and similar block for every period. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adju…
Risk factors — The company's risk factors, condensed from Item 1A of its annual report and updated from its latest quarterly report, grouped by theme (demand, supply chain, competition, regulation, legal, financial, macro, cybersecurity), with risks that are new, expanded or removed since the prior filing flagged. Read from the filings, not from news. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an…
Selling, general and administrative — Selling, general and administrative expense (SG&A), by period. Selling, general and administrative (dollars): Selling, general and administrative expense. Companies that report sales and marketing and general and administrative separately show both under related. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read …
Share count — Weighted-average diluted and basic shares, and shares outstanding at period end, by period. Diluted weighted-average shares (shares): Weighted-average diluted shares used for diluted EPS. Actual shares, split-adjusted. Basic weighted-average shares (shares): Weighted-average basic shares. Actual shares, split-adjusted. Shares outstanding (shares): Shares outstanding at the period end. Actual shares, split-adjusted. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to …
Share repurchases — Cash spent on share repurchases (buybacks), by period. Share repurchases (dollars): Cash spent buying back the company's own shares. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Share repurchases i…
Shareholders' equity — Shareholders' equity (book value) at each period end, with total equity including noncontrolling interests alongside. Shareholders' equity (dollars): Equity attributable to the company's shareholders. Total equity including noncontrolling interests is shown under related where the record carries both. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries i…
SEC filings the record is built from — The SEC filings behind a company's record: the annual report (10-K, or 20-F/40-F for a foreign issuer) and the latest quarterly report (10-Q, or 6-K), each with its form, its own fiscal year and period end, the date it was filed, its accession number, a link to the document on sec.gov and how its fiscal year was established; plus, for every period in the statements, which filing (form and accession) its figures were read from, including any separate accession for cash flow, per-share or non-GAAP figures taken from an earnings release; the sec.gov documents the figure links open; and Ticker Sc…
Stock-based compensation — Stock-based (share-based) compensation expense, by period. Stock-based compensation (dollars): Non-cash stock-based compensation expense, normally from the cash flow statement. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field …
Stock splits and share adjustments — Stock splits a company's record has adjusted for: every split applied (ratio and date), which figures were restated for it, and any as-reported pre-split values the record keeps alongside. Per-share figures and share counts Ticker Scout publishes are split-adjusted, so periods before and after a split compare directly. Also returns the record's notes that mention a split.
Subsequent events — Material developments after the latest period end: what the company disclosed after the balance-sheet date in its latest report and in current reports since (acquisitions, financings, dividends, litigation outcomes, leadership changes), each dated and sourced by accession. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an earlier record.
Total assets — Total assets at each period end. Total assets (dollars): Total assets at the period end. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Total assets is read from total_assets, assets.total_assets. Th…
Total liabilities — Total liabilities at each period end. Total liabilities (dollars): Total liabilities at the period end. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Total liabilities is read from total_liabilities…
Trailing twelve months — The trailing-twelve-months block: income statement and cash flow summed over the last four reported quarters, with its own derivation note saying exactly which fiscal year and year-to-date columns it was built from (for example 'FY2026 plus first half FY2027 less first half FY2026'). TTM figures are calculated in the record from filed figures, so they have no sec.gov line of their own. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. Pass `record` for an earlier published record.
Working capital — Total current assets and total current liabilities at each period end, with working capital (current assets less current liabilities) calculated from them and labeled as calculated. Total current assets (dollars): Assets expected to be realized within a year. Total current liabilities (dollars): Liabilities due within a year. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full hist…
Year to date and prior year to date — The year-to-date block (six or nine months, as the latest 10-Q reports it) and, where the record has one, the prior-year year-to-date comparative from the same 10-Q: income statement, cash flow and segment data for the fiscal year so far. Year-to-date cash flow is what a 10-Q actually prints. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. Pass `record` for an earlier published record.
Index of material events — An index of every item in a company's 8-K events digest, grouped by its section: for each item, the first date it states, every accession number it cites with the form, and its first sentence. Much smaller than get_events; use it to scan what happened and when, then read an item in full with get_events(section), a topic tool, or get_filing(accession).
Standard figures catalog — The catalog of standard financial figures Ticker Scout looks for in every company's record - revenue, cost of revenue, gross profit, R&D, SG&A, operating expenses, operating income, interest expense, pretax income, income tax, net income, EPS, share counts, D&A, stock-based compensation, bank net interest income and credit provisions, cash, assets, liabilities, debt, equity, working capital, goodwill, intangibles, inventories, receivables, payables, PP&E, retained earnings, operating cash flow, capex, free cash flow, investing and financing cash flow, dividends, buybacks and acquisitions - wi…
Find which sections discuss a topic — Keyword search over a company's filings synthesis that answers WHERE: every section and subsection of the 10-K/10-Q narrative, the 8-K events digest and the financial record's sourcing notes that mentions the query, ranked by how often, with a snippet and the section's size. All words must appear (case-insensitive); put a phrase in double quotes to match it exactly, e.g. '"export controls" China'. Then read a hit with get_narrative(section), get_narrative_subsection or search_text.
Certificate changed, valid to 2027-01-08
Added "compare_companies", "find_figures", "get_accession_numbers" and 88 more; changed the definition of "get_company", "get_events", "get_financials" and 3 more (6 tools before, 97 now)
Company identity and coverage manifest: name, CIK, exchange, state of incorporation, SIC industry, the fiscal period of the latest ⟨23 unchanged words⟩ year, accession number and EDGAR link - every published record (period) with its permanent URLs, and the predicted next filing. Pass `record` for an earlier record's manifest. The response ends with a map of every other tool, grouped by what it answers.
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"record":{"description":"An earlier published record, by tag ('FY27Q1') or by the period its filing reports ('Q1 FY2027'). Omit for the latest. list_periods lists every record.","type":"string"},"ticker":{"description":"Ticker symbol, case-insensitive. Examples: NVDA,brk-b.
Changed the definition of "get_financials"
⟨120 unchanged words⟩ company has, then request only what you need. To trace a figure to its source, request the figure_sources section: it mirrors the figures' paths, and each entry joins with figure_sources.documents into a sec.gov link that opens the filing at the line printing that number. It is never included unless requested by name.
⟨10 unchanged words⟩ for example annual, quarterly, trailing_twelve_months, notes,uncertainties.uncertainties, figure_sources. Omit for the wholefile.file, which leaves out figure_sources. An unknown name returns the valid list for ⟨21 unchanged words⟩
Recently observed → Live
Live → Recently observed
Certificate recorded, valid to 2026-11-10
Authorization not required
First tool surface recorded: 6 tools (server version 1.0.0)
Showing the latest 9 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"index":{"description":"True for a dated one-line index of every item instead of the full text.","type":"boolean"},"record":{"description":"An earlier published record ⟨22 unchanged words⟩ :"string"},"section":{"description":"OptionalAsectionheadingname,(case-insensitive;matchedacase-insensitivelyuniqueonprefix is enough) or aprefix.topic: earnings, management changes, capital returns, debt and financing, m&a, governance, restructuring, legal.","type":"string"},"ticker":{ ⟨14 unchanged words⟩
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"figure":{"anyOf":[{"type":"string"},{"items":{"type":"string"},"maxItems":10,"minItems":1,"type":"array"}],"description":"StandardA standard figure name or synonym ('revenue',a'netfieldincome',path'eps', 'capex', 'fcf'), a field name or path from the record ('total_net_sales', 'reportable_segments.Compute & Networking.revenue'), or words.","type":"stringPass a list of up to ten to get several figures in one call."},"period":{"description":"Fiscal period ⟨73 unchanged words⟩
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
⟨45 unchanged words⟩ , uncertainties, figure_sources. Omit for the whole file,which leaves out(withoutfigure_sources.figure_sources). An unknown name returns the valid list for ⟨22 unchanged words⟩
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
⟨32 unchanged words⟩ :"string"},"section":{"description":"SectionAname,headingmatchedorcase-insensitivelysubsectiononheading (case-insensitive; a unique prefix is enough),foraexampletopic'risk'.(business,Userisk'all'factors,formd&a,thecurrentcompletequarter,document.subsequent events, legal), or 'all'. Omit for thesectionindex.","type":"string"},"ticker" ⟨14 unchanged words⟩
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"breakdown":{"description":"Which breakdown. Default 'all'.","enum":["segments","revenue_by_product","revenue_by_geography","all"],"type":"string"},"period":{"description":"Fiscal period: 'FY2025', ⟨71 unchanged words⟩
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
⟨72 unchanged words⟩ is held.","type":"string"},"query":{"description":"Words to find in field names, e.g. 'data center revenue'. Omit to list everything.","type":"string"},"ticker":{"description":"Ticker symbol, case-insensitive. ⟨10 unchanged words⟩
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
{"openWorldHintdestructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true}
Digest of a company's material current reports (Form8-K8-K; 6-K for a foreign issuer) over roughly the trailing five quarters, read ⟨29 unchanged words⟩ it is short. Pass a section to narrowit.it, or `record` for the digest as of an earlier record. Topic tools (get_earnings_releases, get_management_changes, get_capital_return_events, get_debt_and_financing_events, get_mergers_and_acquisitions, get_governance_events, get_restructuring_events) pull one kind of event.
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"record":{"description":"An earlier published record, by tag ('FY27Q1') or by the period its filing reports ('Q1 FY2027'). Omit for the latest. list_periods lists every record.","type":"string"},"section":{"description":"Optional section name, ⟨9 unchanged words⟩ ":"Ticker symbol, case-insensitive. Examples: NVDA,brk-b.brk-b, BRK.B.","type":"string"}},"required": ⟨3 unchanged words⟩
⟨164 unchanged words⟩ It is never included unless requested by name. Pass `record` for an earlier published record. Narrower tools: get_income_statement, get_balance_sheet, get_cash_flow_statement, get_period (one fiscal year or quarter), and one tool per line item.
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"record":{"description":"An earlier published record, by tag ('FY27Q1') or by the period its filing reports ('Q1 FY2027'). Omit for the latest. list_periods lists every record.","type":"string"},"sections":{"description":"Top-level sections to return ⟨34 unchanged words⟩ ":"Ticker symbol, case-insensitive. Examples: NVDA,brk-b.brk-b, BRK.B.","type":"string"}},"required": ⟨3 unchanged words⟩
⟨40 unchanged words⟩ did X earn' question. Far smaller than get_financials. Pass `record` for an earlier record's headline. For one figure across every period use the figure tools (get_revenue, get_net_income, get_eps and the rest), and for the written summary and Q&A use get_headline_summary.
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"record":{"description":"An earlier published record, by tag ('FY27Q1') or by the period its filing reports ('Q1 FY2027'). Omit for the latest. list_periods lists every record.","type":"string"},"ticker":{"description":"Ticker symbol, case-insensitive. Examples: NVDA,brk-b.brk-b, BRK.B.","type":"string"}},"required": ⟨3 unchanged words⟩
⟨62 unchanged words⟩ name for its text, or section='all' for everything. Pass `record` for the narrative as of an earlier published record.
{"$schema":"https://json-schema.org/draft/2020-12/schema","properties":{"record":{"description":"An earlier published record, by tag ('FY27Q1') or by the period its filing reports ('Q1 FY2027'). Omit for the latest. list_periods lists every record.","type":"string"},"section":{"description":"Section name, matched ⟨22 unchanged words⟩ ":"Ticker symbol, case-insensitive. Examples: NVDA,brk-b.brk-b, BRK.B.","type":"string"}},"required": ⟨3 unchanged words⟩
⟨7 unchanged words⟩ with the fiscal period of the latest data, every published record held for each (its periods), and the predicted date of the next SEC ⟨15 unchanged words⟩ to turn a company name into a ticker. Coverage is S&P 500 companies plus major foreign issuers that file with the SEC. For a site-wide summary (how many companies, forms, foreign issuers, upcoming filings) use get_coverage_summary.
Compare a figure across companies — One standard figure for two to ten companies side by side: revenue, net income, EPS, operating income, free cash flow, debt, cash, equity or any other figure on the standard list. Defaults to each company's latest discrete period (its latest quarter, or its latest fiscal year if that is newer); pass period='latest annual', 'ttm', 'latest quarter' or a fiscal year. Fiscal calendars differ between companies, so each row states its own period and dates; a company that does not report the figure, or the period, gets a row saying so rather than failing the call. All money is in actual dollars (not…
Search figure names — Find figures in a company's record by words in their names, for figures that are not on the standard list or whose exact name you do not know: 'data center', 'cet1', 'comparable sales', 'backlog', 'china', 'subscribers', 'free cash flow'. Every word must appear in the field's path (case-insensitive; spaces and underscores are interchangeable). Returns each matching field under the exact name its record uses, with its value in every period, its accession and sec.gov link. A standard name or synonym (revenue, EPS, capex) also returns the field this company uses for it.
Every SEC accession number cited — Every SEC accession number a company's record cites, across the financial statements, the 10-K/10-Q narrative and the 8-K events digest, newest first. For each: the form (10-K, 10-Q, 8-K, 20-F, 6-K, DEF 14A...), the filing date where stated, the EDGAR filing index URL, the document URL where known, and every use - which periods' figures came from it, which narrative or events sections cite it. An accession number (0001045810-26-000075 = filer CIK 0001045810, year 2026, sequence 75) is the SEC's permanent ID for one filing, the thing to cite. Use get_filing for everything about one of them.
Accounts payable — Accounts payable at each period end. Accounts payable (dollars): Amounts owed to suppliers. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Accounts payable is read from accounts_payable, trade_accoun…
Accounts receivable — Accounts receivable at each period end. Accounts receivable (dollars): Amounts owed by customers, net of allowances. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Accounts receivable is read from ac…
Acquisitions — Cash paid for acquisitions, net of cash acquired, by period. Acquisitions, net of cash acquired (dollars): Cash paid for acquisitions of businesses, net of the cash they held. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field n…
ADR / ADS ratio — American Depositary Receipt details for a foreign issuer: how many ordinary shares one American Depositary Share represents (the ADR ratio, e.g. 5 for TSMC), the basis on which per-share figures are published (per ADS, in US dollars), the ratio recorded on each period, and which share counts stay in ordinary shares. For a company with no ADR program it says so: its per-share figures are per ordinary share as filed.
Management's discussion and analysis (fiscal year) — Management's discussion and analysis for the latest fiscal year, condensed from Item 7 of the annual report: what drove revenue and margins, segment performance, operating expenses, liquidity and capital resources, cash flow, debt, capital returns, critical accounting estimates and outlook, in management's own terms, with the figures it cites. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative a…
Balance sheet — The balance sheet at each period end: cash and investments, receivables, inventories, current assets, property and equipment, goodwill and intangibles, total assets, payables, current liabilities, short- and long-term debt, total liabilities, shareholders' equity and noncontrolling interests, in the company's own line items (a bank's has loans, deposits and trading assets; an insurer's has investments and reserves). Returns every period in the latest record by default (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months), or the pe…
Bank capital, credit and balance metrics — Bank-specific measures: CET1 and other regulatory capital ratios, net interest margin, efficiency ratio, average balances and yields, credit quality, noninterest income and expense breakdowns, return on equity and tangible equity, for the banks and broker-dealers in coverage (JPM, BAC, WFC, C, GS, MS, USB, PNC, COF, BNY, SCHW and others). Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dolla…
Business description — What the company does, condensed from Item 1 (Business) of its latest annual report: products and services, reportable segments, end markets, customers and concentration, competition, manufacturing and supply chain, intellectual property, regulation, seasonality and human capital, as the company describes them. States the 10-K and accession it was read from. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for …
Capital expenditures — Capital expenditures (purchases of property and equipment), by period. Capital expenditures (dollars): Cash spent on property, plant and equipment. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Capi…
Dividend and buyback announcements — Dividend declarations and changes, share repurchase authorizations, accelerated share repurchases and other capital-return actions announced in current reports, with amounts, dates and accessions. For the cash actually paid, use get_dividends and get_share_repurchases. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Cash and investments — Cash and cash equivalents at each period end, with marketable securities and short-term investments alongside. Cash and cash equivalents (dollars): Cash and cash equivalents at the period end. Marketable securities and short-term investments, which many companies count as liquidity, are shown under related. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value car…
Cash flow statement — The cash flow statement: operating cash flow and its main adjustments (depreciation and amortization, stock-based compensation), capital expenditures, acquisitions, investing and financing totals, dividends paid, share repurchases, debt issued and repaid, plus free cash flow. Where a 10-Q presents cash flow only year to date, the discrete quarter comes from the earnings release when the company published one; the period's own note says which. Returns every period in the latest record by default (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailin…
Cost of revenue — Cost of revenue, cost of sales or cost of goods sold, by period. Cost of revenue (dollars): Direct cost of the goods and services sold. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Cost of revenue …
Coverage summary — What Ticker Scout covers as a whole: how many companies, when the data was last updated, how many hold each latest form (10-Q, 10-K, 6-K, 20-F), which are foreign issuers, how many published records each company has and the earliest record held, the URL patterns for every file, and what is deliberately not covered (no market prices, no estimates, no analyst data).
Provision for credit losses — For banks and lenders: provision for credit losses, by period. Provision for credit losses (dollars): Expense set aside for expected loan and credit losses. Banks and lenders. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field n…
Currency and exchange rates — The currency a company reports in and how its figures were put into US dollars. For a US-dollar filer this says so and that no conversion was applied. For a foreign issuer (for example TSMC, which reports in New Taiwan dollars) it returns the conversion policy and, for every period, the exact rate used - the average rate for income statement and cash flow figures, the closing rate on the balance-sheet date for balance-sheet figures - each with its source: the rate the filing itself states where one exists, otherwise the Federal Reserve H.10 series, with the document and accession named. Rates…
Current quarter (quarterly MD&A) — The latest quarter, condensed from the MD&A of the most recent quarterly report (10-Q, or 6-K for a foreign issuer): results for the three months and year to date, what changed against the prior year, segment trends, liquidity, capital returns, guidance and any new developments since the annual report. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an earlier record.
What is not disclosed — What a company's record does not contain, and why: the record's own list of uncertainties (figures the filings do not disclose, periods presented only year to date, items that could not be reconciled), period-level notes on statements not reported, and which standard figures (revenue, operating income, capex, and the rest of list_standard_figures) are absent from the latest fiscal year and quarter. Where a filing does not disclose a figure it is omitted and the omission explained, never zeroed.
Sourcing notes — The record's own sourcing notes: how the business type and statement template were chosen, which filing each statement was read from, how a discrete quarter was derived, what was reclassified or restated, and any period-level notes on balance sheet or cash flow coverage. Read these before relying on an unusual figure; they are the record's explanation of itself.
Debt — Total debt, long-term debt, and short-term debt with the current portion of long-term debt, at each period end. Total debt (dollars): Total debt at the period end. Long-term debt, short-term borrowings and the current portion are shown under related. Lease liabilities are not debt here unless the company counts them. Long-term debt (dollars): Long-term debt, excluding the current portion where the company separates it. Short-term debt and current portion (dollars): Debt due within a year: short-term borrowings and the current portion of long-term debt. Default: every period in the latest reco…
Debt offerings and financing — Debt offerings, notes issued and their coupons and maturities, credit facilities and revolvers entered or amended, term loans, commercial paper programs and other financing actions from current reports (Items 1.01 and 2.03 and exhibits), each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Depreciation and amortization — Depreciation and amortization, by period. Depreciation and amortization (dollars): Depreciation and amortization, normally from the cash flow statement. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company:…
Dividends — Cash dividends paid and dividends per share, by period. Dividends paid (dollars): Cash dividends paid to shareholders in the period. Dividends per share (dollars per share): Dividends declared or paid per share, as the record states which. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accessi…
Earnings releases and guidance — Each quarterly earnings release over roughly the trailing five quarters, as furnished on Form 8-K: reported revenue, margins and EPS (GAAP and non-GAAP as the company states them), segment highlights, capital returns announced with results, and forward guidance, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Earnings per share — Diluted and basic earnings per share, by period. Diluted EPS (dollars per share): Diluted earnings per share (per ADS for a foreign issuer with an ADR ratio). Basic EPS (dollars per share): Basic earnings per share. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.g…
Any figure by name — Get any figure for a company in one call, by the name its own record uses or by a standard name. An exact name or path from the record is answered with exactly that field: 'total_net_sales', 'net_income_attributable_to_walmart', 'Data Center', 'reportable_segments.Compute & Networking.revenue', 'bank_metrics.cet1_ratio_pct' (case, spaces and underscores do not matter). A standard name or synonym that is not itself a field in the record ('revenue', 'EPS', 'capex', 'book value') returns the field this company uses for it, named. Otherwise fields containing all the words are returned. Every valu…
One figure across every period held — The full history Ticker Scout holds for one figure: every fiscal year and every quarter across every published record, oldest first, in separate annual and quarterly series, with the record each value was read from. When two records hold the same period (a quarter and the next year's prior-year comparative), the newer record's value is used because it carries any restatement. Accepts the same figure names as get_figure. All money is in actual dollars (not thousands, not millions), per-share figures in dollars per share (per ADS for a foreign issuer that has one), share counts in actual shares…
Where a figure is printed in the SEC filing — Trace a figure to the filing: for each period, the SEC accession number and form it came from, the filing document, and a sec.gov link that opens that document at the exact line printing the number (built from the record's figure_sources block, matched by exact value and period). A figure with no link was calculated in the record (margins, free cash flow, trailing twelve months, a quarter derived by subtraction) or comes from an earnings release, which the SEC does not tag; the response says which applies. Accepts the same figure names as get_figure.
Everything about one SEC filing — Look up one SEC filing by accession number (with or without dashes) within a company's record: its form, filing date, EDGAR index and document links, which fiscal periods' figures were read from it, and the full text of every narrative and events passage that cites it - for example what an 8-K announced, or which quarter a 10-Q reported. Searches every published record when `record` is omitted.
Fiscal calendar — A company's fiscal calendar: when its fiscal year ends, whether it runs 52/53-week years, any calendar note the record carries, and the exact start date, end date and length in days (and weeks, where the record states them) of every fiscal year and quarter held across every published record. Use it to line a company's fiscal periods up against calendar dates or against another company: NVIDIA's fiscal year ends in late January, Apple's in late September, Microsoft's on June 30.
Free cash flow — Free cash flow, by period. Free cash flow (dollars): Free cash flow: operating cash flow less capital expenditures. Calculated in the record from the two filed figures unless the company reports its own, so it has no sec.gov line of its own. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, acces…
Revenue by geography — Revenue by country or region, as the company reports it: by customer location, billing location, customer headquarters or geographic segment (for example United States, China, Taiwan, EMEA). Also returns long-lived assets and operating income by geography where the record carries them. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. If the company reports none, the response says so …
Goodwill and intangibles — Goodwill and intangible assets at each period end. Goodwill (dollars): Goodwill from acquisitions. Intangible assets (dollars): Intangible assets other than goodwill, net of amortization. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing…
Governance and shareholder votes — Annual meeting results and shareholder votes (Item 5.07), bylaw and charter amendments, and other governance actions reported in current reports, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Gross profit and gross margin — Gross profit and, where the record stores it, gross margin percentage, by period. Gross profit (dollars): Revenue less cost of revenue, as the company reports it. Gross margin (%) (percent): Gross profit as a percentage of revenue, as stored in the record. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, i…
Headline summary and Q&A — The record's written headline for its latest period: a one-paragraph summary of the quarter or year in plain sentences with exact figures and year-over-year changes, the question-and-answer pairs built from it ('How much revenue did NVIDIA report in Q2 FY2027?'), and the headline metrics with their prior-period values and the exact field and accession each was read from. Every figure in it is reconciled against the record. Pass `record` for an earlier period's headline.
Income statement — The income statement as the company reports it, line items in reported order: revenue, cost of revenue, gross profit, operating expenses, operating income, interest and other income, pretax income, income tax, net income, basic and diluted EPS and weighted-average shares (a bank's statement has net interest income, noninterest income, provision for credit losses and noninterest expense instead). Per-share blocks ride along where the company reports them separately. Returns every period in the latest record by default (up to three fiscal years, the latest quarter and its prior-year comparative…
Income tax and effective tax rate — Income tax expense (provision for income taxes) and, where stored, the effective tax rate, by period. Income tax expense (dollars): Provision for income taxes. Effective tax rate (%) (percent): Income tax expense as a percentage of pretax income, as stored in the record. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it w…
Insurance underwriting and investment metrics — Insurance-specific measures: premiums written and earned, losses, underwriting results, combined, loss and expense ratios, insurance investment income, investment gains and losses, float and book value, for the insurers in coverage (BRK-B, CB, PGR and others). Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. If the company reports none, the response says so and lists the blocks it do…
Interest expense — Interest expense, by period, with interest income alongside where the record carries it. Interest expense (dollars): Interest expense. Sign follows the record (some files store expenses as negatives). Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the …
Inventories — Inventories at each period end. Inventories (dollars): Inventories at the period end. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Inventories is read from inventories, inventory, total_inventories…
Investing and financing cash flow — Net cash from investing activities and net cash from financing activities, by period. Net cash from investing activities (dollars): Net cash provided by (used in) investing activities. Net cash from financing activities (dollars): Net cash provided by (used in) financing activities. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, th…
Legal proceedings and regulatory matters — Litigation, government investigations, antitrust and regulatory matters: every legal or regulatory section, subsection or passage in the 10-K/10-Q narrative (Item 3 and the contingencies note, as condensed), followed by any legal or regulatory items in the 8-K events digest. Each passage says where in the document it came from. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an earlier …
Board and management changes — Executive and board changes reported on Form 8-K (Item 5.02 and related): appointments, departures, retirements and successions of the CEO, CFO and other officers, directors elected or leaving, and compensation arrangements disclosed with them, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Margins and rates — Profitability margins for every period: every margin and rate the record itself stores (gross margin %, operating margin %, net margin %, effective tax rate, segment margins, efficiency ratio and the like), plus gross, operating, net and free-cash-flow margin calculated here from the period's own revenue and profit figures, each labeled as calculated and showing its formula and the exact fields used, so it can be checked. A margin is calculated only when both figures are in the same period of the same record; nothing is estimated. Returns every period in the latest record by default, or the p…
Mergers, acquisitions and divestitures — Acquisitions, mergers, divestitures and spin-offs announced, agreed or completed, as reported in current reports and their exhibits: counterparties, consideration, financing and expected timing, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Outline of the narrative and events documents — The full heading tree of a company's narrative (10-K/10-Q synthesis) and events (8-K digest): every section with its size and first sentence, and every subsection under it. Use it to see what is covered and pick exactly what to read with get_narrative, get_events or get_narrative_subsection.
One subsection of the narrative — One subsection of a company's narrative by its heading - for example 'Liquidity', 'Segments', 'Guidance', 'Competition', 'Critical accounting estimates', 'Credit' - matched case-insensitively on the exact heading, then a unique prefix, then a unique substring, across every section. Smaller than a whole section. get_narrative_outline lists every subsection heading.
Net income — Net income (net earnings, or net income attributable to the company), by period. Net income (dollars): Net income. Where the record carries both consolidated net income and net income attributable to the company or its common shareholders, the one the company's own headline uses is primary and the other is shown under related. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full his…
Net interest income — For banks and lenders: net interest income and noninterest income, by period. Net interest income (dollars): Interest income less interest expense. The core revenue line of a bank. Noninterest income (dollars): Fees, commissions, trading and other revenue a bank earns outside interest. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount,…
Next expected SEC filing — When a company is expected to file next with the SEC, and what: the predicted date and form (10-Q or 10-K; 6-K or 20-F for a foreign issuer), alongside the latest period held, when that filing was made, and the filing dates of the reports the record is built from. The date is a prediction from the company's own filing history, not an announced date, and a filing date is not an earnings date: most companies release earnings on an 8-K days or weeks before the 10-Q or 10-K is filed.
Non-GAAP and adjusted measures — Non-GAAP and company-defined measures as the company reports them, such as adjusted EPS, adjusted operating income, adjusted EBITDA, funds from operations for a REIT, and core or operating earnings, with the reconciliation figures the record holds. These are the company's own definitions from its filings or earnings release, not Ticker Scout's. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US…
Operating cash flow — Net cash provided by operating activities, by period. Operating cash flow (dollars): Net cash provided by operating activities. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Operating cash flow is r…
Operating expenses — Total operating expenses (total costs and expenses, or a bank's noninterest expense), by period. Total operating expenses (dollars): Total operating expenses, or total costs and expenses where the company presents one combined line; noninterest expense for a bank. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read…
Operating income — Operating income (operating profit, income from operations), by period. Operating income (dollars): Income from operations, before interest, other income and taxes. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ…
Operating metrics and KPIs — Key performance indicators the company reports outside its financial statements: users, subscribers, paid memberships, gross bookings, stores, room nights, RevPAR, deliveries, production volumes, backlog, remaining performance obligations, and other company-specific operating statistics, from every key_metrics, operating_metrics and statistics block in the record. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adjusted, a foreign is…
Everything for one fiscal year or quarter — Every statement and table Ticker Scout holds for one fiscal period: income statement, balance sheet, cash flow, segments, revenue breakdowns, per-share data and any industry metrics, with the period's dates, source form, accession and sourcing notes. Searches every published record, so an older quarter that only an earlier record carries is still found. If the period is earlier than anything held, the response says plainly that the data does not go back that far and lists what is held; if it has not been reported yet, it says that and gives the next expected filing. All money is in actual dol…
Pretax income — Income before income taxes, by period. Income before income taxes (dollars): Income before income taxes. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Income before income taxes is read from income_…
Property, plant and equipment — Property, plant and equipment, net, at each period end. Property, plant and equipment, net (dollars): Property, plant and equipment net of accumulated depreciation. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ…
Units, schema and conventions — How to read a company's numbers before using them: the units statement (actual dollars, not millions), reporting currency and whether figures were converted to US dollars, the business type and statement template the record uses and why, the fiscal-year convention, sign conventions, the accounting basis (US GAAP, IFRS), share-count notes, and any definitions the record gives for its own line items and segments. All money is in actual dollars (not thousands, not millions), per-share figures in dollars per share (per ADS for a foreign issuer that has one), share counts in actual shares, split-a…
Research and development — Research and development expense, by period. Research and development (dollars): Research and development expense. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Research and development is read from…
Restructuring and impairments — Restructuring plans, workforce reductions, exit costs and impairments announced in current reports (Item 2.05 and related), with the charges and timing stated, each dated and cited by accession. Returns matching sections of the events digest in full, then individual items from other sections that mention the topic, each labeled with where it came from. If there are none, the response says so and lists the digest's sections. Pass `record` for the digest as of an earlier record.
Retained earnings — Retained earnings (or accumulated deficit) at each period end. Retained earnings (dollars): Cumulative earnings retained in the business (negative as an accumulated deficit). Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field na…
Revenue — Revenue (net sales, total revenues, or a bank's total net revenue) for a company, by period. Revenue (dollars): The top line: total revenue, net sales or, for a bank, total net revenue (net of interest expense). Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov l…
Revenue by product, service, end market or channel — Revenue disaggregation: revenue or net sales by product, product line, service, end market, platform, customer type, channel, franchise or category, as the company itself disaggregates it (for example NVIDIA's Data Center and Gaming, Apple's iPhone and Services, Eli Lilly's sales by product). Every revenue_by_*, net_sales_by_*, product_sales_by_* and similar block for every period. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the periods you name with `period`. Actual dollars (not millions), shares split-adju…
Risk factors — The company's risk factors, condensed from Item 1A of its annual report and updated from its latest quarterly report, grouped by theme (demand, supply chain, competition, regulation, legal, financial, macro, cybersecurity), with risks that are new, expanded or removed since the prior filing flagged. Read from the filings, not from news. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an…
Segment results — Results by reportable segment, exactly as the company reports them in the segment note of its 10-K or 10-Q: segment revenue, segment operating income or profit, and whatever else the company discloses per segment (assets, capital expenditures, depreciation, headcount, managed-basis results for banks, business-unit earnings for a conglomerate). Every block whose name says segment or business unit, for every period, with the period's dates, form and accession. Block names differ by company and are returned as the record names them. Returns every period in the latest record by default, or the pe…
Selling, general and administrative — Selling, general and administrative expense (SG&A), by period. Selling, general and administrative (dollars): Selling, general and administrative expense. Companies that report sales and marketing and general and administrative separately show both under related. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read …
Share count — Weighted-average diluted and basic shares, and shares outstanding at period end, by period. Diluted weighted-average shares (shares): Weighted-average diluted shares used for diluted EPS. Actual shares, split-adjusted. Basic weighted-average shares (shares): Weighted-average basic shares. Actual shares, split-adjusted. Shares outstanding (shares): Shares outstanding at the period end. Actual shares, split-adjusted. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to …
Share repurchases — Cash spent on share repurchases (buybacks), by period. Share repurchases (dollars): Cash spent buying back the company's own shares. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Share repurchases i…
Shareholders' equity — Shareholders' equity (book value) at each period end, with total equity including noncontrolling interests alongside. Shareholders' equity (dollars): Equity attributable to the company's shareholders. Total equity including noncontrolling interests is shown under related where the record carries both. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries i…
SEC filings the record is built from — The SEC filings behind a company's record: the annual report (10-K, or 20-F/40-F for a foreign issuer) and the latest quarterly report (10-Q, or 6-K), each with its form, its own fiscal year and period end, the date it was filed, its accession number, a link to the document on sec.gov and how its fiscal year was established; plus, for every period in the statements, which filing (form and accession) its figures were read from, including any separate accession for cash flow, per-share or non-GAAP figures taken from an earnings release; the sec.gov documents the figure links open; and Ticker Sc…
Stock-based compensation — Stock-based (share-based) compensation expense, by period. Stock-based compensation (dollars): Non-cash stock-based compensation expense, normally from the cash flow statement. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field …
Stock splits and share adjustments — Stock splits a company's record has adjusted for: every split applied (ratio and date), which figures were restated for it, and any as-reported pre-split values the record keeps alongside. Per-share figures and share counts Ticker Scout publishes are split-adjusted, so periods before and after a split compare directly. Also returns the record's notes that mention a split.
Subsequent events — Material developments after the latest period end: what the company disclosed after the balance-sheet date in its latest report and in current reports since (acquisitions, financings, dividends, litigation outcomes, leadership changes), each dated and sourced by accession. Returns the section's full text as markdown. Headings differ by company and carry the fiscal period, so the section is found by pattern; if this company's narrative has none, the response says so and lists its sections. Pass `record` for the narrative as of an earlier record.
Total assets — Total assets at each period end. Total assets (dollars): Total assets at the period end. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Total assets is read from total_assets, assets.total_assets. Th…
Total liabilities — Total liabilities at each period end. Total liabilities (dollars): Total liabilities at the period end. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full history. Each value carries its exact amount, the field it was read from, its dates, accession and form, and a sec.gov link to the line printing it. Field names differ by company: Total liabilities is read from total_liabilities…
Trailing twelve months — The trailing-twelve-months block: income statement and cash flow summed over the last four reported quarters, with its own derivation note saying exactly which fiscal year and year-to-date columns it was built from (for example 'FY2026 plus first half FY2027 less first half FY2026'). TTM figures are calculated in the record from filed figures, so they have no sec.gov line of their own. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. Pass `record` for an earlier published record.
Working capital — Total current assets and total current liabilities at each period end, with working capital (current assets less current liabilities) calculated from them and labeled as calculated. Total current assets (dollars): Assets expected to be realized within a year. Total current liabilities (dollars): Liabilities due within a year. Default: every period in the latest record (up to three fiscal years, the latest quarter and its prior-year comparative, year to date, trailing twelve months); `period` narrows to one fiscal year or quarter, searching older records, and period='all' returns the full hist…
Year to date and prior year to date — The year-to-date block (six or nine months, as the latest 10-Q reports it) and, where the record has one, the prior-year year-to-date comparative from the same 10-Q: income statement, cash flow and segment data for the fiscal year so far. Year-to-date cash flow is what a 10-Q actually prints. Actual dollars (not millions), shares split-adjusted, a foreign issuer's figures in US dollars. Pass `record` for an earlier published record.
How to use these tools — Start here if unsure. How Ticker Scout's tools fit together: what a record is versus a period, the period syntax every period argument accepts, units and currency, how figures are cited and linked to sec.gov, what to call for common questions, and the full map of tools grouped by what they answer. No arguments.
Every figure this company reports, by its own names — Dumps every numeric figure in a company's record under the exact name its financials.json (and its page on tickerscout.ai) uses, with the value in each period. Two parts: standard_figures maps each standard figure (revenue, net income, EPS, cash, debt and the rest) to the name THIS company's record gives it - Apple's revenue is total_net_sales, JPMorgan's is total_net_revenue - and other_figures holds every remaining figure, grouped by its statement or table (income statement lines beyond the standard ones, segments, revenue_by_* breakdowns, key metrics, bank and insurance tables, non-GAAP me…
Index of material events — An index of every item in a company's 8-K events digest, grouped by its section: for each item, the first date it states, every accession number it cites with the form, and its first sentence. Much smaller than get_events; use it to scan what happened and when, then read an item in full with get_events(section), a topic tool, or get_filing(accession).
Every fiscal period and record held — History and coverage for one company: every fiscal year and every quarter Ticker Scout holds, across every published record, with each period's start and end dates, length, source form and accession, and which records carry it; plus the year-to-date and trailing-twelve-months blocks, and the list of published records (each the snapshot built when one 10-Q or 10-K was filed, with its permanent URLs). Call this to see how far back the data goes before asking for a specific year or quarter. Fiscal years are the company's own: NVIDIA's FY2027 ends in January 2027, Apple's FY2026 ends in September…
Standard figures catalog — The catalog of standard financial figures Ticker Scout looks for in every company's record - revenue, cost of revenue, gross profit, R&D, SG&A, operating expenses, operating income, interest expense, pretax income, income tax, net income, EPS, share counts, D&A, stock-based compensation, bank net interest income and credit provisions, cash, assets, liabilities, debt, equity, working capital, goodwill, intangibles, inventories, receivables, payables, PP&E, retained earnings, operating cash flow, capex, free cash flow, investing and financing cash flow, dividends, buybacks and acquisitions - wi…
Upcoming SEC filings across coverage — Every covered company expected to file a 10-Q or 10-K (or 6-K / 20-F) within the next N days, soonest first, with the predicted date and form and the period currently held. Use it to see whose data refreshes soon. Dates are predictions from each company's filing history, not announced dates. Filter by form with `form`.
Find which sections discuss a topic — Keyword search over a company's filings synthesis that answers WHERE: every section and subsection of the 10-K/10-Q narrative, the 8-K events digest and the financial record's sourcing notes that mentions the query, ranked by how often, with a snippet and the section's size. All words must appear (case-insensitive); put a phrase in double quotes to match it exactly, e.g. '"export controls" China'. Then read a hit with get_narrative(section), get_narrative_subsection or search_text.
Find the passages that say it — Keyword search that answers WHAT IT SAYS: the individual paragraphs and list items in a company's 10-K/10-Q narrative, 8-K events digest and financial-record notes that contain every word of the query, best first, each in full with its section and subsection. Case-insensitive; double quotes match an exact phrase. Examples: 'buyback authorization', '"remaining performance obligations"', 'China export', 'credit facility', 'goodwill impairment', 'CEO'.