SEC EDGAR Financials — Standardized US Company Periods

Extract clean, standardized annual and quarterly financials for US public companies from the SEC's free XBRL APIs. One row per company-fiscal-period, with revenue, net income, assets, liabilities, equity, cash, EPS, shares outstanding, margins, growth, the filing URL and the accession number.

What it does

• Resolves tickers or CIKs and fetches the SEC's companyfacts and submissions documents.
• Normalizes hundreds of company-specific US-GAAP tags into one consistent schema.
• Groups facts into annual (10-K/10-K/A) and quarterly (10-Q/10-Q/A) periods.
• Handles restatements: for each metric and period, the latest filed value wins. If a period has more than one distinct reported value, the record is flagged restated and restatementMetrics names the changed metrics.
• Derives netMargin, grossMargin, operatingMargin, revenueGrowthYoY, netIncomeGrowthYoY, and revenueGrowthQoQ / netIncomeGrowthQoQ (Q2 and Q3).
• Filters by form type, fiscal year range, period-end date range, and financial thresholds such as minimum revenue, minimum margin or minimum growth.

Who it is for

• Analysts and investors building comparable company time series without XBRL wrangling.
• Sales and BD teams screening US filers by revenue, margin or growth.
• AI agents that need a clean, typed financial record with a source link for every row.

Data source and coverage

SEC EDGAR's official XBRL JSON APIs:

• https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json — reported facts.
• https://data.sec.gov/submissions/CIK##########.json — filing metadata, tickers and older filing indexes.

Coverage is every US filer that reports XBRL to the SEC, including 10-K and 10-Q filers. The actor only outputs company-level financial facts and filing metadata — no officer names, addresses, phone numbers, or other personal data.

Input

All fields are optional. With an empty input the actor returns up to 20 recent periods for 10 large US companies.

Field	Default	Description
companies	10 large US companies	Array of 10-digit CIKs or tickers. Empty uses the default universe.
formTypes	["10-K","10-Q","10-K/A","10-Q/A"]	Forms to consider. Amendments are included by default so restatements are captured.
fiscalYearFrom / fiscalYearTo	current year − 2 / current year	Fiscal year range (inclusive).
periodFrom / periodTo	none	Optional period-end date range (YYYY-MM-DD).
includeAnnual / includeQuarterly	true	Include annual and/or quarterly periods.
minRevenue / maxRevenue	none	Revenue threshold in USD.
minNetIncome / maxNetIncome	none	Net income threshold in USD.
minNetMargin / maxNetMargin	none	Net margin ratio, e.g. 0.15 = 15%.
minGrossMargin / maxGrossMargin	none	Gross margin ratio.
minOperatingMargin / maxOperatingMargin	none	Operating margin ratio.
minRevenueGrowthYoY / maxRevenueGrowthYoY	none	Revenue growth versus the same period a year earlier.
minNetIncomeGrowthYoY / maxNetIncomeGrowthYoY	none	Net income growth versus the same period a year earlier.
minAssets / maxAssets	none	Total assets threshold in USD.
minEquity / maxEquity	none	Stockholders' equity threshold in USD.
maxResults	20	Maximum records to write.
userAgent	actor default	SEC-required descriptive User-Agent with contact information.

Filters on a metric that is null exclude the record: they are screening criteria.

Sample output

{
  "cik": "0000320193",
  "companyName": "Apple Inc.",
  "ticker": "AAPL",
  "fiscalYear": 2026,
  "fiscalPeriod": "FY",
  "periodStart": "2025-09-28",
  "periodEnd": "2026-09-26",
  "form": "10-K",
  "filedDate": "2026-11-03",
  "accessionNumber": "0000320193-26-000026",
  "filingUrl": "https://www.sec.gov/Archives/edgar/data/320193/000032019326000026/aapl-20260926.htm",
  "currency": "USD",
  "revenue": 478834000000,
  "netIncome": 132175000000,
  "grossProfit": 233602000000,
  "operatingIncome": 158063000000,
  "assets": 404548000000,
  "liabilities": 292455000000,
  "equity": 112093000000,
  "cash": 36305000000,
  "eps": 8.98,
  "epsBasis": "diluted",
  "sharesOutstanding": 14532259000,
  "sharesOutstandingBasis": "instant",
  "netMargin": 0.276,
  "grossMargin": 0.4878,
  "operatingMargin": 0.3301,
  "revenueGrowthYoY": 0.1506,
  "netIncomeGrowthYoY": 0.18,
  "revenueGrowthQoQ": null,
  "netIncomeGrowthQoQ": null,
  "restated": false,
  "restatementCount": 0,
  "restatementMetrics": [],
  "filingCount": 2,
  "calendarFrame": "CY2026",
  "sicDescription": "Electronic Computers",
  "fiscalYearEnd": "0926",
  "exchanges": ["Nasdaq"],
  "source": "SEC EDGAR XBRL companyfacts",
  "sourceUrl": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json"
}

Pricing

$0.02 per company-fiscal-period record ($20 per 1,000 records), charged when a record is written to the dataset. A run's maximum cost caps how many records are saved; the actor stops cleanly when the cap is reached.

Use with AI agents (MCP)

This actor is a natural tool for an MCP server or an AI research agent. Feed it a watchlist of CIKs or tickers plus financial filters and it returns one normalized row per period with a direct SEC filing link and accession number for verification.

FAQ

Why does a record's form sometimes say 10-Q when fiscalPeriod is FY? fiscalPeriod comes from the primary filing for that period end. form, filedDate and accessionNumber come from the latest filing that reported the chosen value. A later 10-Q can repeat a prior fiscal-year-end balance sheet as a comparative; if that comparative is the latest filed value, the record points to it. Use formTypes: ["10-K"] if you want annual records sourced only from 10-K filings.

What counts as a restatement? For one metric and one period, more than one distinct reported value across the allowed filings. The latest filed value wins; restatementMetrics lists the affected metrics. This captures 10-K/A and 10-Q/A amendments and later-filed comparatives that changed a prior value.

Why is netIncomeGrowthYoY null? Growth is only meaningful when the prior value is positive. If the prior-year net income is missing or zero/negative, the field is null.

Why is a company missing? It may not report US-GAAP XBRL (for example, a foreign private issuer using IFRS), or its CIK may have no companyfacts document. The run summary reports failed companies.

Does it return personal data? No. It returns company-level financial facts and filing metadata only. It does not output officer names, addresses, phone numbers or other personal data.

SEC notice

This actor uses the SEC's free EDGAR APIs. The SEC requires a descriptive User-Agent with contact information and no more than 10 requests per second. The actor throttles to about 9 requests per second and sends a default User-Agent; set the userAgent input to your own contact to comply with the SEC's fair-access policy. Data is public and provided as reported; this actor is not affiliated with or endorsed by the SEC and does not provide investment advice.