# SEC Company Financials: Revenue, Net Income, Assets by Ticker (`datagleaner/sec-company-financials`) Actor

US public company financials from SEC filings (XBRL): revenue, net income, assets, liabilities, cash, operating cash flow, shares and EPS by ticker or CIK, annual or quarterly, with units and the filing each number came from. $0.002 per company-period.

- **URL**: https://apify.com/datagleaner/sec-company-financials.md
- **Developed by:** [Data Gleaner](https://apify.com/datagleaner) (community)
- **Categories:** Business, Automation
- **Security:** Limited permissions
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $1.40 / 1,000 company-periods

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.
Since this Actor supports Apify Store discounts, the price gets lower the higher subscription plan you have.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC Company Financials: Revenue, Net Income, Assets by Ticker

Get annual or quarterly financials for US-listed companies straight from the SEC's XBRL filings. Give it tickers or CIKs and the metrics you want. Each result is one company-period row with normalised numbers, their units and the filing they came from, so every figure can be traced to a 10-K or 10-Q.

It reads only the SEC's own structured financial data (the company facts that every public company files with its 10-K and 10-Q). No scraping of web pages, no login, no insider forms and no named individuals: the data is about companies.

### What you get

For each company and fiscal period (one row per company-period):

- **revenue, netIncome, assets, liabilities, cash, operatingCashFlow, shares, eps**: numbers, not strings. Pick any subset or leave `metrics` empty for all eight.
- **units**: `USD`, `USD/shares` or `shares` for every returned metric.
- **Filing reference**: `accessionNumber`, `formType`, `filedDate` and `filingUrl` (the EDGAR filing index page), plus a per-metric `sources` object with the exact XBRL concept used, the filing and whether the value was derived.
- **Period**: `periodType` (annual or quarterly), `fiscalYear`, `fiscalPeriod` (FY, Q1 to Q4), `periodEnd`.
- Company: `ticker`, `cik`, `companyName`.

Companies tag the same idea with different XBRL concepts over the years (for example revenue is tagged three different ways). The Actor tries a fixed list of concepts in order and tells you which one it used. When a company reports no value, the field is `null`. It is never guessed or filled from another concept that means something else.

### Use cases

- Screen a watchlist for revenue and net income growth without a data subscription.
- Feed an AI agent or spreadsheet with clean fundamentals and a source filing for each number.
- Build a research dataset of balance sheet and cash flow history for a list of tickers.
- Check a company's reported figures against the filing, with the accession number on every row.

### Input

```json
{
  "tickers": ["AAPL", "MSFT"],
  "metrics": ["revenue", "netIncome", "assets", "eps"],
  "periods": ["annual", "quarterly"],
  "years": 2
}
```

| Field | What it does |
|---|---|
| `tickers` | US tickers (`BRK.B` and `BRK-B` both work). |
| `ciks` | SEC CIK numbers, for companies without a ticker. |
| `metrics` | Any of `revenue`, `netIncome`, `assets`, `liabilities`, `cash`, `operatingCashFlow`, `shares`, `eps`. Empty means all. |
| `periods` | `annual`, `quarterly` or both. Default `annual`. |
| `years` | Fiscal years back, 1 to 20, default 3. Annual gives that many rows per company; quarterly gives four times as many. |
| `asReported` | Off by default: the latest filed value for each period, including later restatements. On: the value as first reported, with its original filing. |
| `requestsPerSecond` | Pacing toward the SEC, default 4, never above 5. |

**Empty input** runs a small built-in example: AAPL and MSFT, annual, the last 3 years, all eight metrics (6 rows, $0.012).

### Output example

```json
{
  "status": "ok",
  "ticker": "AAPL",
  "cik": "0000320193",
  "companyName": "Apple Inc.",
  "periodType": "annual",
  "fiscalYear": 2025,
  "fiscalPeriod": "FY",
  "periodEnd": "2025-09-27",
  "revenue": 416161000000,
  "netIncome": 112010000000,
  "assets": 359241000000,
  "liabilities": 285508000000,
  "cash": 35934000000,
  "operatingCashFlow": 111482000000,
  "shares": 14773260000,
  "eps": 7.46,
  "units": {"revenue": "USD", "netIncome": "USD", "assets": "USD", "eps": "USD/shares", "shares": "shares"},
  "sources": {"revenue": {"concept": "RevenueFromContractWithCustomerExcludingAssessedTax", "accessionNumber": "0000320193-25-000079", "form": "10-K", "filedDate": "2025-10-31", "derived": false}},
  "accessionNumber": "0000320193-25-000079",
  "formType": "10-K",
  "filedDate": "2025-10-31",
  "filingUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm",
  "scrapedAt": "2026-11-01T12:00:00+00:00"
}
```

### Pricing

Pay per result, one event:

- **`company-period`: $0.002** for each company-period row that carries at least two of your requested metrics (one, if you ask for only one).
- Unknown tickers, invalid CIKs, periods with no data and error rows are returned **free**. There is no start fee.

**Worked example.** 10 tickers, annual, 3 years = 30 rows = **$0.06**. The same 10 tickers with `periods` annual and quarterly, 3 years: 30 annual + 120 quarterly rows = 150 rows = **$0.30**. The empty-input example is 6 rows = **$0.012**.

Set a maximum total charge on the run and the Actor stops cleanly when it is reached.

### Limits and notes

- **US GAAP filers with XBRL financials.** Foreign private issuers that file 20-F or 40-F, funds, trusts without financial statements and individuals have no 10-K/10-Q data here and come back as a free `notFound` or `noData` row.
- **Fourth quarters are derived.** A company does not file a separate Q4 report, so Q4 equals the annual figure minus the nine-month figure; cash flow quarters are the difference of year-to-date figures. These carry `derived: true` in `sources`. Per-share figures and shares are never subtracted, so Q4 `eps` is `null`.
- **Restatements.** By default the newest filed value wins, so an older year can cite a later filing. Switch on `asReported` for the original.
- **Tickers change owners.** A ticker maps to whichever CIK the SEC currently lists for it. After a holding-company reorganisation that CIK may have a short history; pass the old company's CIK in `ciks` to get its past filings.
- **Not every concept is tagged.** Banks often have no `revenue` or `liabilities` total, and a few companies tag unusual concepts. Those fields are `null`.
- Data is as filed with the SEC. Figures can be corrected by later filings, and nothing here is investment advice.

### FAQ

**Where does the data come from?** The SEC's public structured data (XBRL company facts and the company ticker list). Requests carry a declared User-Agent with a contact address and stay under the SEC's fair-access limit (this Actor never goes above 5 requests a second).

**Does it include insider trades or named people?** No. It does not read insider or ownership forms and returns no named individuals, only company financials.

**How current is it?** Filings appear in the SEC's data within about a day of being filed.

**Can I run it on a schedule?** Yes. Schedule it on a list of tickers and use the dataset or the API.

### Responsible use

Public company data only. You are responsible for how you use the figures and for following the SEC's terms of use for the data. This is not investment, tax or legal advice.

# Actor input Schema

## `tickers` (type: `array`):

US stock tickers, for example AAPL or BRK-B (BRK.B also works). Leave tickers and CIKs empty to run a small built-in example (AAPL and MSFT, annual, last 3 years).

## `ciks` (type: `array`):

SEC Central Index Keys of companies, for example 320193. Use these for companies without a ticker. Only operating companies that file financial statements return data.

## `metrics` (type: `array`):

Any of: revenue, netIncome, assets, liabilities, cash, operatingCashFlow, shares, eps. Leave empty for all eight.

## `periods` (type: `array`):

annual and/or quarterly. Default: annual. Quarterly includes the fourth quarter, derived from the annual figure minus the nine-month figure (marked derived in sources).

## `years` (type: `integer`):

How many fiscal years to return: that many annual rows, or four times as many quarterly rows, per company. Billed per row returned.

## `asReported` (type: `boolean`):

Off (default): the latest filed value for each period, which includes later restatements. On: the value as first reported, with its original filing.

## `requestsPerSecond` (type: `number`):

Pacing. SEC's fair-access limit is 10 per second; this Actor never exceeds 5.

## Actor input object example

```json
{
  "tickers": [
    "AAPL",
    "MSFT"
  ],
  "metrics": [
    "revenue",
    "netIncome",
    "assets",
    "eps"
  ],
  "periods": [
    "annual"
  ],
  "years": 2,
  "asReported": false,
  "requestsPerSecond": 4
}
```

# Actor output Schema

## `results` (type: `string`):

No description

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "tickers": [
        "AAPL",
        "MSFT"
    ],
    "metrics": [
        "revenue",
        "netIncome",
        "assets",
        "eps"
    ],
    "periods": [
        "annual"
    ],
    "years": 2
};

// Run the Actor and wait for it to finish
const run = await client.actor("datagleaner/sec-company-financials").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = {
    "tickers": [
        "AAPL",
        "MSFT",
    ],
    "metrics": [
        "revenue",
        "netIncome",
        "assets",
        "eps",
    ],
    "periods": ["annual"],
    "years": 2,
}

# Run the Actor and wait for it to finish
run = client.actor("datagleaner/sec-company-financials").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "tickers": [
    "AAPL",
    "MSFT"
  ],
  "metrics": [
    "revenue",
    "netIncome",
    "assets",
    "eps"
  ],
  "periods": [
    "annual"
  ],
  "years": 2
}' |
apify call datagleaner/sec-company-financials --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,datagleaner/sec-company-financials"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/DWke2dfBEJeUSvkRP/builds/WgpohbwNDxuPozMrz/openapi.json
