Income Statement

Income Statement

Retrieve real-time income statement data for public companies using Octagon MCP.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See [references/mcp-setup.md](references/mcp-setup.md) for installation instructions.

Query Format

Retrieve real-time income statement data for , limited to  records and filtered by period .

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve real-time income statement data for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a table with absolute financial figures:

| Fiscal Year | Revenue (USD) | Net Income (USD) | EPS (Diluted) | |-------------|---------------|------------------|---------------| | 2025 | $416,161,000,000 | $112,010,000,000 | 7.46 | | 2024 | $391,035,000,000 | $93,736,000,000 | 6.08 | | 2023 | $383,285,000,000 | $96,995,000,000 | 6.13 | | 2022 | $394,328,000,000 | $99,803,000,000 | 6.11 | | 2021 | $365,817,000,000 | $94,680,000,000 | 5.61 |

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

1. Revenue trajectory: Calculate dollar and percentage changes year-over-year
2. Net income trends: Track profitability in absolute terms
3. EPS progression: Note earnings per share expansion or contraction
4. Margin calculation: Compute Net Income / Revenue for net margin
5. Scale context: Compare figures to industry peers

Metrics Reference

| Metric | Definition | |--------|------------| | Revenue | Total sales/top-line income for the period | | Net Income | Bottom-line profit after all expenses and taxes | | EPS (Diluted) | Earnings per share assuming all dilutive securities converted |

Analysis Tips

Revenue Scale

• Use to compare company size across industry
• Track absolute dollar growth, not just percentages
• Larger base requires more absolute growth to maintain % growth

Net Income Quality

• Compare Net Income to Operating Income for non-operating items
• Check for one-time gains/losses distorting figures
• Look for consistent growth trajectory

EPS Analysis

• EPS can grow faster than Net Income due to buybacks
• Compare to analyst estimates and guidance
• Check shares outstanding for context

Margin Calculation

Calculate from the data:

Net Margin = Net Income / Revenue × 100

Example: $112B / $416B = 26.9% net margin

Period Comparisons

• FY for annual strategic view
• Q for seasonal patterns and recent trends
• Compare same periods (Q1 vs Q1) for seasonality

Follow-up Queries

Based on results, suggest deeper analysis:

• "What factors contributed to the revenue growth in [YEAR]?"
• "How does [COMPANY]'s [YEAR] net margin compare to industry peers?"
• "What are the key drivers of the EPS expansion over the [N]-year period?"
• "Retrieve quarterly income statement data for [TICKER] to see seasonal patterns"

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: OctagonAI
• Source: OctagonAI/skills
• License: MIT
• Homepage: https://octagonai.co

Install and usage instructions live in the source repository linked above.