Income Statement Growth

Income Statement Growth

Retrieve and analyze year-over-year growth in key income statement items 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 year-over-year growth in key income-statement items for , limited to  records and filtered by period .

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a table with YoY growth percentages:

| Fiscal Year | Revenue Growth (%) | Gross Profit Growth (%) | Operating Income Growth (%) | Net Income Growth (%) | EPS Diluted Growth (%) | |-------------|-------------------|------------------------|----------------------------|----------------------|------------------------| | 2025 | 6.43 | 8.04 | 7.98 | 19.50 | 22.70 | | 2024 | 2.02 | 6.82 | 7.80 | -3.36 | -0.82 | | 2023 | -2.80 | -0.96 | -4.30 | -2.81 | 0.33 | | 2022 | 7.79 | 11.74 | 9.63 | 5.41 | 8.91 |

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

1. Growth acceleration: Identify years with strong growth across all metrics
2. Margin divergence: Note when Net Income growth differs significantly from Revenue growth
3. EPS vs Net Income: Compare EPS growth to Net Income growth (share buybacks impact)
4. Contraction periods: Flag years with negative growth and potential causes

Follow-up Queries

Based on results, suggest deeper analysis:

• "What factors contributed to the significant net income growth in [YEAR] despite moderate revenue growth?"
• "Why did net income decline in [YEAR] despite positive operating income growth?"
• "How did [COMPANY]'s cost management strategies impact gross profit trends?"

Metrics Reference

| Metric | Definition | |--------|------------| | Revenue Growth | YoY change in total sales | | Gross Profit Growth | YoY change in Revenue minus Cost of Goods Sold | | Operating Income Growth | YoY change in income from core operations | | Net Income Growth | YoY change in bottom-line profit after all expenses | | EPS Diluted Growth | YoY change in earnings per share (fully diluted) |

Analysis Tips

1. EPS outpacing Net Income: Indicates share buyback activity reducing share count
2. Gross Profit > Revenue growth: Margin expansion from pricing power or cost efficiency
3. Operating Income > Gross Profit growth: Operating leverage from fixed cost management
4. Net Income volatility: Often driven by one-time items, taxes, or interest expenses

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.