SEC Company Financials — revenue, net income, EPS, balance sheet & cash flow from XBRL

Standardized financial data for any SEC filer — US companies (10-K/10-Q) and foreign private issuers (20-F/6-K such as TSM, ASML, SAP) — straight from the SEC's official XBRL APIs (companyfacts, companyconcept, frames). Get the long history of any of 85 curated concepts, ready-made statement rows with margins, ROE, free cash flow, the full trail of one concept, or a cross-company screen ("every filer's revenue for CY2025"). Lookup by ticker or CIK. No API key, no proxy, no browser.

Every value comes with the period (start/end, durationDays, periodType), the filing that reported it (form, filed, accession), the unit, and the exact SEC URL it was read from. Restated duplicates are collapsed to the most recently filed value.

Use cases

• Fundamental screening — frames mode: all SEC filers ranked by revenue, net income, assets or any concept for one calendar period.
• Peer comparison / comps tables — statements mode for a ticker list: revenue, margins, EPS, debt/equity, ROE per fiscal year side by side.
• Due diligence & credit checks — 10 years of assets, liabilities, cash, debt and operating cash flow of a counterparty, with filing references.
• Earnings monitoring — schedule a quarterly run with form: "10-Q", periodTypes: ["quarter"] and diff the newest end date against your store.
• AI-agent research — an LLM asks "what was NVIDIA's gross margin trend?" → one statements run returns clean JSON with formulas already applied.
• Dataset building — long-format facts for time series / ML features, keyed by stable id.

Input

Field	Type	Default	Notes
mode	select	facts	facts (long: metric × period), statements (wide: company × period + ratios), concept (one concept, all periods & units), frames (one concept × period across all companies).
tickers	string[]	["AAPL"]	Tickers (AAPL, BRK-B) or CIKs (320193, CIK0000320193). Resolved via company_tickers.json. Required except in frames mode, where it acts as a filter. Unknown → error item.
metricPreset	select	core	core (9 headline metrics — the historical default), incomeStatement (21), balanceSheet (38), cashFlow (16), perShare (10, incl. share counts & dei), all (85), custom (only metrics). Presets are unioned with metrics. If metrics is set and metricPreset omitted → custom (backward compatible).
metrics	string[]	[]	Any XBRL concept: GrossProfit, dei:EntityPublicFloat, ifrs-full:Revenue, or a friendly alias (revenue, netIncome, capex, …). See Reference.
periods	integer 1–200	12	facts: newest N periods per metric. statements: newest N rows per company. Ignored in concept/frames (use maxItems).
form	select	all	all, 10-K, 10-Q, 20-F, 40-F, 6-K, 8-K. Amendments (10-K/A) match their base form. Foreign private issuers use 20-F/6-K — a 10-K filter on TSM returns nothing.
periodTypes	string[]	[] (statements: ["annual","quarter"])	Any of instant, quarter, ytd, annual.
startYear / endYear	integer	—	Filter by calendar year of the period end date.
includeAmendments	boolean	true	false drops /A forms entirely.
taxonomy	select	auto	auto = us-gaap → ifrs-full → dei; or force us-gaap, ifrs-full, dei.
currency	string	auto	auto prefers USD, else the filer's currency (EUR for ASML). Force with an ISO code (TWD). Share counts and pure ratios are unaffected.
concept	string	Revenues (frames)	Concept for concept/frames modes.
period	string	—	Frames period: CY2025, CY2025Q1, CY2025Q4I (instantaneous — required for balance-sheet concepts). Required in frames mode.
unit	string	USD	Frames unit: USD, shares, USD/shares, pure.
maxItems	integer	1000	Hard cap on items per run. In frames mode results are sorted by value desc, so maxItems: 50 = top 50.

How periods are classified

periodType	Rule	Typical source
instant	no start	balance sheet (Assets, Liabilities, Equity, Cash, shares outstanding)
quarter	duration ≤ 100 days	10-Q quarter, Q4 derived in 10-K
ytd	any other duration (≈180 / ≈270 days)	6-month / 9-month year-to-date figures in 10-Q and 6-K
annual	340–380 days	10-K / 20-F fiscal year

Do not sum ytd and quarter rows. Note that SEC's fy/fp fields describe the filing's fiscal year/period, not the fact's period (a 10-K for FY2018 also re-reports FY2016 with fy: 2018) — filter on end / startYear instead. SEC's frame field (e.g. CY2025Q4) is the calendar frame the SEC aligned the fact to, present only on the canonical (non-duplicate) fact.

Reference

Curated concept dictionary (85, all verified in Apple and Microsoft company facts)

Income statement

Concept	Title
Revenues	Revenues (total)
RevenueFromContractWithCustomerExcludingAssessedTax	Revenue from contracts with customers (ASC 606)
SalesRevenueNet	Net sales (legacy tag, pre-2018)
RevenuesNetOfInterestExpense	Revenues net of interest expense (banks)
CostOfRevenue	Cost of revenue
CostOfGoodsAndServicesSold	Cost of goods and services sold
GrossProfit	Gross profit
OperatingExpenses	Operating expenses (total)
ResearchAndDevelopmentExpense	Research and development expense
SellingGeneralAndAdministrativeExpense	Selling, general and administrative expense
SellingAndMarketingExpense	Selling and marketing expense
GeneralAndAdministrativeExpense	General and administrative expense
OperatingIncomeLoss	Operating income (loss)
NonoperatingIncomeExpense	Non-operating income (expense)
InterestExpense	Interest expense
IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest	Pre-tax income (continuing operations)
IncomeTaxExpenseBenefit	Income tax expense (benefit)
NetIncomeLoss	Net income (loss)
ComprehensiveIncomeNetOfTax	Comprehensive income, net of tax
DepreciationDepletionAndAmortization	Depreciation, depletion and amortization
ShareBasedCompensation	Share-based compensation

Balance sheet

Concept	Title
Assets	Total assets
AssetsCurrent	Current assets
AssetsNoncurrent	Non-current assets
CashAndCashEquivalentsAtCarryingValue	Cash and cash equivalents
CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents	Cash incl. restricted cash
MarketableSecuritiesCurrent	Marketable securities, current
MarketableSecuritiesNoncurrent	Marketable securities, non-current
ShortTermInvestments	Short-term investments
AccountsReceivableNetCurrent	Accounts receivable, net
InventoryNet	Inventory, net
OtherAssetsCurrent	Other current assets
OtherAssetsNoncurrent	Other non-current assets
PropertyPlantAndEquipmentNet	Property, plant and equipment, net
OperatingLeaseRightOfUseAsset	Operating lease right-of-use assets
Goodwill	Goodwill
IntangibleAssetsNetExcludingGoodwill	Intangible assets, net (excl. goodwill)
Liabilities	Total liabilities
LiabilitiesCurrent	Current liabilities
LiabilitiesNoncurrent	Non-current liabilities
AccountsPayableCurrent	Accounts payable
AccruedLiabilitiesCurrent	Accrued liabilities, current
ContractWithCustomerLiabilityCurrent	Contract liabilities (deferred revenue), current
DeferredRevenueCurrent	Deferred revenue, current (legacy)
DebtCurrent	Debt, current
LongTermDebtCurrent	Long-term debt, current portion
CommercialPaper	Commercial paper
LongTermDebt	Long-term debt (total incl. current)
LongTermDebtNoncurrent	Long-term debt, non-current
OperatingLeaseLiabilityNoncurrent	Operating lease liabilities, non-current
OtherLiabilitiesCurrent	Other current liabilities
OtherLiabilitiesNoncurrent	Other non-current liabilities
LiabilitiesAndStockholdersEquity	Total liabilities and equity
StockholdersEquity	Stockholders' equity
StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest	Total equity incl. non-controlling interest
RetainedEarningsAccumulatedDeficit	Retained earnings (accumulated deficit)
AccumulatedOtherComprehensiveIncomeLossNetOfTax	Accumulated other comprehensive income (loss)
CommonStocksIncludingAdditionalPaidInCapital	Common stock incl. APIC
TreasuryStockValue	Treasury stock

Cash flow

Concept	Title
NetCashProvidedByUsedInOperatingActivities	Net cash from operating activities
NetCashProvidedByUsedInInvestingActivities	Net cash from investing activities
NetCashProvidedByUsedInFinancingActivities	Net cash from financing activities
PaymentsToAcquirePropertyPlantAndEquipment	Capital expenditures (PP&E purchases)
PaymentsToAcquireBusinessesNetOfCashAcquired	Acquisitions, net of cash acquired
PaymentsForRepurchaseOfCommonStock	Share repurchases
PaymentsOfDividends	Dividends paid
PaymentsOfDividendsCommonStock	Dividends paid, common stock
ProceedsFromIssuanceOfLongTermDebt	Proceeds from long-term debt
RepaymentsOfLongTermDebt	Repayments of long-term debt
DeferredIncomeTaxExpenseBenefit	Deferred income tax expense (benefit)
IncreaseDecreaseInAccountsReceivable	Change in accounts receivable
IncreaseDecreaseInInventories	Change in inventories
IncreaseDecreaseInAccountsPayable	Change in accounts payable
IncomeTaxesPaidNet	Income taxes paid, net
InterestPaidNet	Interest paid, net

Per share

Concept	Title
EarningsPerShareBasic	EPS, basic
EarningsPerShareDiluted	EPS, diluted
CommonStockDividendsPerShareDeclared	Dividends declared per share

Shares

Concept	Title
WeightedAverageNumberOfSharesOutstandingBasic	Weighted average shares, basic
WeightedAverageNumberOfDilutedSharesOutstanding	Weighted average shares, diluted
CommonStockSharesOutstanding	Common shares outstanding (balance sheet)
CommonStockSharesIssued	Common shares issued
CommonStockSharesAuthorized	Common shares authorized

DEI (cover page)

Concept	Title
dei:EntityCommonStockSharesOutstanding	Shares outstanding (cover page)
dei:EntityPublicFloat	Public float (cover page)

Alias chains (friendly name → us-gaap fallback order → ifrs-full fallback order)

Friendly	us-gaap chain	ifrs-full chain
revenue	Revenues → RevenueFromContractWithCustomerExcludingAssessedTax → SalesRevenueNet → RevenuesNetOfInterestExpense	Revenue → RevenueFromContractsWithCustomers
costOfRevenue	CostOfRevenue → CostOfGoodsAndServicesSold	CostOfSales
grossProfit	GrossProfit	GrossProfit
operatingIncome	OperatingIncomeLoss	ProfitLossFromOperatingActivities
netIncome	NetIncomeLoss → ProfitLoss	ProfitLossAttributableToOwnersOfParent → ProfitLoss
incomeTax	IncomeTaxExpenseBenefit	IncomeTaxExpenseContinuingOperations
interestExpense	InterestExpense → InterestExpenseNonoperating	FinanceCosts → InterestExpense
rnd	ResearchAndDevelopmentExpense	ResearchAndDevelopmentExpense
sga	SellingGeneralAndAdministrativeExpense	SellingGeneralAndAdministrativeExpense
epsDiluted	EarningsPerShareDiluted → EarningsPerShareBasicAndDiluted	DilutedEarningsLossPerShare
epsBasic	EarningsPerShareBasic → EarningsPerShareBasicAndDiluted	BasicEarningsLossPerShare
sharesDiluted	WeightedAverageNumberOfDilutedSharesOutstanding	AdjustedWeightedAverageShares → WeightedAverageShares
assets	Assets	Assets
assetsCurrent	AssetsCurrent	CurrentAssets
liabilities	Liabilities	Liabilities
liabilitiesCurrent	LiabilitiesCurrent	CurrentLiabilities
equity	StockholdersEquity → StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest	EquityAttributableToOwnersOfParent → Equity
cash	CashAndCashEquivalentsAtCarryingValue → CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents	CashAndCashEquivalents
longTermDebt	LongTermDebtNoncurrent → LongTermDebt	NoncurrentPortionOfNoncurrentBondsIssued → LongtermBorrowings → NoncurrentPortionOfNoncurrentBorrowings
debtCurrent	DebtCurrent → LongTermDebtCurrent → CommercialPaper	CurrentPortionOfLongtermBorrowings → ShorttermBorrowings → CurrentBorrowingsAndCurrentPortionOfNoncurrentBorrowings
operatingCashFlow	NetCashProvidedByUsedInOperatingActivities → NetCashProvidedByUsedInOperatingActivitiesContinuingOperations	CashFlowsFromUsedInOperatingActivities
capex	PaymentsToAcquirePropertyPlantAndEquipment → PaymentsToAcquireProductiveAssets	PurchaseOfPropertyPlantAndEquipmentClassifiedAsInvestingActivities
dividendsPaid	PaymentsOfDividends → PaymentsOfDividendsCommonStock	DividendsPaidClassifiedAsFinancingActivities → DividendsPaid
buybacks	PaymentsForRepurchaseOfCommonStock	PaymentsToAcquireOrRedeemEntitysShares
dda	DepreciationDepletionAndAmortization → DepreciationAndAmortization → DepreciationAmortizationAndAccretionNet	DepreciationAndAmortisationExpense
sbc	ShareBasedCompensation → AllocatedShareBasedCompensationExpense	—

Any other concept from the us-gaap / ifrs-full / dei taxonomies works too — the actor reads whatever the filer tagged. When a requested metric is not reported, the run logs a warning listing the missing metrics; when an alias chain is used, the item's metricResolved tells you which concept was read. Among chain members a filer reports, the one with the freshest data wins (Apple's Revenues stops in 2018; RevenueFromContractWithCustomerExcludingAssessedTax continues).

Statement lines and formulas (mode: "statements")

Lines: revenue, costOfRevenue, grossProfit, operatingIncome, netIncome, epsDiluted, epsBasic, sharesDiluted, assets, assetsCurrent, liabilities, liabilitiesCurrent, equity, cash, longTermDebt, debtCurrent, operatingCashFlow, capex, dividendsPaid, buybacks, rnd, sga, interestExpense, incomeTax, dda, sbc — each resolved through the alias chains above; concepts on every row shows exactly which tag supplied each line. One row per duration period (anchored by revenue / net income / operating cash flow) with balance-sheet instants attached by matching end date.

Field	Formula	Null when
totalDebt	longTermDebt + debtCurrent (debtCurrent = 0 if absent but longTermDebt exists)	both missing
freeCashFlow	operatingCashFlow − capex	either missing
grossMargin	grossProfit / revenue (grossProfit falls back to revenue − costOfRevenue)	no gross profit or no revenue
operatingMargin	operatingIncome / revenue	either missing
netMargin	netIncome / revenue	either missing
debtToEquity	totalDebt / equity	either missing or equity = 0
currentRatio	assetsCurrent / liabilitiesCurrent	either missing
roe	netIncome / equity (period-end equity, not average)	either missing
roa	netIncome / assets (period-end assets)	either missing

Ratios are rounded to 4 decimals. On quarter rows roe/roa are quarterly returns (not annualised). IFRS chains are best-effort mappings: e.g. TSM's longTermDebt comes from NoncurrentPortionOfNoncurrentBondsIssued (bonds only) and sbc is null because IFRS filers do not tag total share-based compensation — always read concepts.

Frames periods

CYyyyy = calendar year (duration concepts), CYyyyyQn = calendar quarter (duration), CYyyyyQnI = instantaneous at quarter end (balance-sheet concepts). SEC maps each filer's fiscal period to the closest calendar frame, so Walmart's FY ending Jan-2026 appears in CY2025. Frames exist for us-gaap (and dei) concepts; ifrs-full frames returned 404 in our tests — screen IFRS filers with statements mode instead.

Examples

Headline metrics for one company (default)

{ "tickers": ["AAPL"] }

Comps table: 5 fiscal years of standardized statements + ratios for peers

{ "tickers": ["AAPL", "MSFT", "NVDA"], "mode": "statements", "form": "10-K", "periods": 5 }

Screen: top 50 SEC filers by revenue, calendar 2025

{ "mode": "frames", "concept": "Revenues", "period": "CY2025", "maxItems": 50 }

Clean quarterly revenue & gross profit series since 2025 (no YTD mixing)

{ "tickers": ["NVDA"], "form": "10-Q", "periodTypes": ["quarter"], "startYear": 2025,
  "metricPreset": "custom", "metrics": ["revenue", "GrossProfit"] }

Foreign private issuer under IFRS, in its reporting currency

{ "tickers": ["TSM"], "mode": "statements", "form": "20-F", "currency": "TWD", "periods": 6 }

Full cash-flow statement history for a due-diligence file

{ "tickers": ["320193"], "metricPreset": "cashFlow", "periodTypes": ["annual"], "periods": 10 }

Every reported value of one concept, all units, since 2022

{ "tickers": ["MSFT"], "mode": "concept", "concept": "EarningsPerShareDiluted", "periodTypes": ["annual"], "startYear": 2022 }

Output

facts / concept / frames item (long format):

{
  "id": "0000320193:us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax:USD:2024-09-29:2025-09-27",
  "ticker": "AAPL", "cik": "0000320193", "company": "Apple Inc.",
  "taxonomy": "us-gaap", "metric": "Revenues",
  "metricResolved": "RevenueFromContractWithCustomerExcludingAssessedTax",
  "label": "Revenue from Contract with Customer, Excluding Assessed Tax", "category": "incomeStatement",
  "unit": "USD", "value": 416161000000,
  "start": "2024-09-29", "end": "2025-09-27", "durationDays": 363, "periodType": "annual",
  "fy": 2025, "fp": "FY", "form": "10-K", "filed": "2025-10-31", "accession": "0000320193-25-000079", "frame": "CY2025",
  "fetchedAt": "2026-09-12T23:30:35.063Z",
  "sourceUrl": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json"
}

statements item (wide format, trimmed):

{
  "id": "0000320193:stmt:2024-09-29:2025-09-27", "ticker": "AAPL", "cik": "0000320193", "company": "Apple Inc.",
  "taxonomy": "us-gaap", "currency": "USD", "periodType": "annual", "start": "2024-09-29", "end": "2025-09-27",
  "durationDays": 363, "fy": 2025, "fp": "FY", "form": "10-K", "filed": "2025-10-31", "accession": "0000320193-25-000079", "frame": "CY2025",
  "revenue": 416161000000, "costOfRevenue": 220960000000, "grossProfit": 195201000000, "operatingIncome": 133050000000,
  "netIncome": 112010000000, "epsDiluted": 7.46, "epsBasic": 7.49, "sharesDiluted": 15004697000,
  "assets": 359241000000, "assetsCurrent": 147957000000, "liabilities": 285508000000, "liabilitiesCurrent": 165631000000,
  "equity": 73733000000, "cash": 35934000000, "longTermDebt": 78328000000, "debtCurrent": 12350000000,
  "operatingCashFlow": 111482000000, "capex": 12715000000, "dividendsPaid": 15421000000, "buybacks": 90711000000,
  "rnd": 34550000000, "sga": 27601000000, "interestExpense": null, "incomeTax": 20719000000, "dda": 11698000000, "sbc": 12863000000,
  "totalDebt": 90678000000, "freeCashFlow": 98767000000,
  "grossMargin": 0.4691, "operatingMargin": 0.3197, "netMargin": 0.2692, "debtToEquity": 1.2298, "currentRatio": 0.8933, "roe": 1.5191, "roa": 0.3118,
  "concepts": { "revenue": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax", "debtCurrent": "us-gaap:LongTermDebtCurrent", "...": "..." },
  "fetchedAt": "2026-09-12T23:30:40.368Z", "sourceUrl": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json"
}

Field	Description
id	Stable key: cik:taxonomy:concept:unit:start:end (facts), cik:stmt:start:end (statements), cik:taxonomy:concept:unit:period (frames).
ticker, cik, company	Ticker as resolved from SEC's list (null in frames for filers without a ticker), 10-digit CIK, SEC entity name.
taxonomy	us-gaap, ifrs-full or dei.
metric / metricResolved / label / category	What you asked for / the concept actually read / SEC's label / dictionary category (null for uncurated concepts).
unit, value	XBRL unit (USD, EUR, shares, USD/shares, pure) and numeric value.
start, end, durationDays, periodType	Period; start null and durationDays null for instants.
fy, fp, form, filed, accession, frame	Filing metadata as provided by SEC (see the caveat on fy/fp above).
rank, location	frames only: rank by value desc; filer's state/country code (US-CA).
currency	statements only: monetary unit of the row.
concepts	statements only: line → concept used.
error	Present on error items (unknown ticker, no XBRL data, missing frame).
fetchedAt, sourceUrl	ISO timestamp; exact SEC API URL the item came from.

Dataset views: Facts (long items) and Statements (wide items).

Use it from code / agents

curl -X POST "https://api.apify.com/v2/acts/yadroo~sec-company-financials/run-sync-get-dataset-items?token=$APIFY_TOKEN" \
  -H 'Content-Type: application/json' \
  -d '{"tickers":["AAPL","MSFT"],"mode":"statements","form":"10-K","periods":5}'

import { ApifyClient } from 'apify-client';
const client = new ApifyClient({ token: process.env.APIFY_TOKEN });
const run = await client.actor('yadroo/sec-company-financials').call({
    mode: 'frames', concept: 'NetIncomeLoss', period: 'CY2025', maxItems: 100,
});
const { items } = await client.dataset(run.defaultDatasetId).listItems();

from apify_client import ApifyClient
client = ApifyClient(os.environ["APIFY_TOKEN"])
run = client.actor("yadroo/sec-company-financials").call(run_input={
    "tickers": ["TSM", "ASML"], "mode": "statements", "periods": 4})
rows = client.dataset(run["defaultDatasetId"]).list_items().items

MCP: add https://mcp.apify.com to your agent (Claude, Cursor, custom) and call the yadroo/sec-company-financials tool with the same JSON input — the schema descriptions are written for agents.

Pricing

Pay per event: $0.001 per run start + $0.001 per dataset item. Typical runs: default (AAPL, 9 metrics × 12 periods ≈ 96 items) ≈ $0.10; comps table for 3 tickers × 5 years (15 items) ≈ $0.016; top-50 revenue screen ≈ $0.051; metricPreset: "all" for one ticker (up to 85 × 12 = 1 020 items, capped by maxItems) ≈ $1. Error items count as items.

Limits & FAQ

• Rate limits — the actor sends SEC's required User-Agent and stays under 7 requests/second (SEC allows 10); retries 3× with backoff on 429/5xx, then fails with a clear error. One request per company plus one for the ticker map; frames is a single request.
• Freshness — SEC updates companyfacts within minutes of a filing being accepted; frames are rebuilt on the same cycle. Data starts around 2009 (XBRL mandate).
• Coverage — only SEC registrants that file XBRL financial data: US domestic filers, foreign private issuers (20-F/40-F/6-K with us-gaap or ifrs-full), and funds/ABS issuers are usually absent. Private companies, most banks' regulatory data and non-US-listed companies are not available.
• Why is a metric missing? The filer used a different tag. Try the friendly alias (revenue, netIncome, capex…), metricPreset: "all", or mode: "concept" with a candidate tag; the log lists which requested metrics were not found.
• Duplicates / restatements — the same period appears in several filings; the actor keeps the most recently filed value per (start, end). Pass includeAmendments: false to ignore /A forms.
• Currency — non-US filers report in their own currency (ASML: EUR). TSM tags both TWD and a USD convenience translation; currency: "auto" picks USD when present. Values are never converted.
• Errors — unknown ticker, a CIK without XBRL data, or a missing frame produce an item with error and a warning in the log; the run continues with the next ticker.
• Roadmap — segment data (srt/dimensional facts) and full-text search integration with sec-edgar-filings.

Made by Yadroo. Related actors: sec-edgar-filings · us-treasury-yields · fx-rates · world-bank-indicators · coingecko-markets · polymarket-markets