latestOpenAPI 3.0.02026-08-2010141507.9 KB

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Earnings

Earnings trends

Multi-year earnings analytics: compound annual growth rates (CAGR), margin trajectories with directional classification, margin volatility, and earnings quality metrics. Computed from up to 12 years of annual SEC filing data.

This endpoint provides derived analytics that go beyond raw financial statements — margin trajectory direction (expanding, compressing, stable), multi-year CAGR across revenue/net income/EPS/FCF, and quality ratios like FCF-to-net-income and interest coverage.

get/api/earnings/trends

Query parameters

symbolstring

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

cikinteger

SEC Central Index Key (CIK).

cusipstring

CUSIP identifier (9 characters).

composite_figistring

Composite OpenFIGI identifier.

share_class_figistring

Share-class OpenFIGI identifier.

currencystring

Currency to return all monetary values in (default USD).

Pass any ISO 4217 code from the table below, or original to disable conversion and receive every figure in its own as-reported currency. With a target currency, any line item not already in it is converted on the fly at the period-appropriate rate (spot for balance-sheet instants, period-average for income/cash-flow flows); values already in the target pass through untouched (no round-trip), and the per-period fx block records the rate(s) applied. A currency that cannot be priced for a given period leaves those facts native and flags them under fx.unconverted.

Accepted values

Code	Currency
original	Return every value in its original as-reported currency (no conversion)
USD	US Dollar — default
AED	United Arab Emirates Dirham
AFN	Afghan Afghani
ALL	Albanian Lek
AMD	Armenian Dram
ANG	Netherlands Antillean Guilder
AOA	Angolan Kwanza
ARS	Argentine Peso
AUD	Australian Dollar
AWG	Aruban Florin
AZN	Azerbaijani Manat
BAM	Bosnia-Herzegovina Convertible Mark
BBD	Barbadian Dollar
BDT	Bangladeshi Taka
BGN	Bulgarian Lev
BHD	Bahraini Dinar
BIF	Burundian Franc
BMD	Bermudan Dollar
BND	Brunei Dollar
BOB	Bolivian Boliviano
BRL	Brazilian Real
BSD	Bahamian Dollar
BTN	Bhutanese Ngultrum
BWP	Botswanan Pula
BYN	Belarusian Ruble
BZD	Belize Dollar
CAD	Canadian Dollar
CDF	Congolese Franc
CHF	Swiss Franc
CLP	Chilean Peso
CNY	Chinese Yuan
COP	Colombian Peso
CRC	Costa Rican Colón
CUP	Cuban Peso
CVE	Cape Verdean Escudo
CZK	Czech Koruna
DJF	Djiboutian Franc
DKK	Danish Krone
DOP	Dominican Peso
DZD	Algerian Dinar
EGP	Egyptian Pound
ERN	Eritrean Nakfa
ETB	Ethiopian Birr
EUR	Euro
FJD	Fijian Dollar
FKP	Falkland Islands Pound
GBP	British Pound
GEL	Georgian Lari
GHS	Ghanaian Cedi
GIP	Gibraltar Pound
GMD	Gambian Dalasi
GNF	Guinean Franc
GTQ	Guatemalan Quetzal
GYD	Guyanaese Dollar
HKD	Hong Kong Dollar
HNL	Honduran Lempira
HTG	Haitian Gourde
HUF	Hungarian Forint
IDR	Indonesian Rupiah
ILS	Israeli New Shekel
INR	Indian Rupee
IQD	Iraqi Dinar
IRR	Iranian Rial
ISK	Icelandic Króna
JMD	Jamaican Dollar
JOD	Jordanian Dinar
JPY	Japanese Yen
KES	Kenyan Shilling
KGS	Kyrgyz Som
KHR	Cambodian Riel
KMF	Comorian Franc
KPW	North Korean Won
KRW	South Korean Won
KWD	Kuwaiti Dinar
KYD	Cayman Islands Dollar
KZT	Kazakhstani Tenge
LAK	Laotian Kip
LBP	Lebanese Pound
LKR	Sri Lankan Rupee
LRD	Liberian Dollar
LSL	Lesotho Loti
LYD	Libyan Dinar
MAD	Moroccan Dirham
MDL	Moldovan Leu
MGA	Malagasy Ariary
MKD	Macedonian Denar
MMK	Myanmar Kyat
MNT	Mongolian Tugrik
MOP	Macanese Pataca
MRU	Mauritanian Ouguiya
MUR	Mauritian Rupee
MVR	Maldivian Rufiyaa
MWK	Malawian Kwacha
MXN	Mexican Peso
MYR	Malaysian Ringgit
MZN	Mozambican Metical
NAD	Namibian Dollar
NGN	Nigerian Naira
NIO	Nicaraguan Córdoba
NOK	Norwegian Krone
NPR	Nepalese Rupee
NZD	New Zealand Dollar
OMR	Omani Rial
PAB	Panamanian Balboa
PEN	Peruvian Sol
PGK	Papua New Guinean Kina
PHP	Philippine Peso
PKR	Pakistani Rupee
PLN	Polish Zloty
PYG	Paraguayan Guarani
QAR	Qatari Riyal
RON	Romanian Leu
RSD	Serbian Dinar
RUB	Russian Ruble
RWF	Rwandan Franc
SAR	Saudi Riyal
SBD	Solomon Islands Dollar
SCR	Seychellois Rupee
SDG	Sudanese Pound
SEK	Swedish Krona
SGD	Singapore Dollar
SHP	St. Helena Pound
SLE	Sierra Leonean Leone
SOS	Somali Shilling
SRD	Surinamese Dollar
SSP	South Sudanese Pound
STN	São Tomé & Príncipe Dobra
SVC	Salvadoran Colón
SYP	Syrian Pound
SZL	Swazi Lilangeni
THB	Thai Baht
TJS	Tajikistani Somoni
TMT	Turkmenistani Manat
TND	Tunisian Dinar
TOP	Tongan Paʻanga
TRY	Turkish Lira
TTD	Trinidad & Tobago Dollar
TWD	New Taiwan Dollar
TZS	Tanzanian Shilling
UAH	Ukrainian Hryvnia
UGX	Ugandan Shilling
UYU	Uruguayan Peso
UZS	Uzbekistani Som
VES	Venezuelan Bolívar
VND	Vietnamese Dong
VUV	Vanuatu Vatu
WST	Samoan Tala
XAF	Central African CFA Franc
XCD	East Caribbean Dollar
XDR	Special Drawing Rights
XOF	West African CFA Franc
XPF	CFP Franc
YER	Yemeni Rial
ZAR	South African Rand
ZMW	Zambian Kwacha
ZWG	Zimbabwean Gold

Response

Multi-year earnings trends and derived analytics. The EPS series feeding eps3yr/eps5yr CAGR is always split-adjusted so a stock split inside the window does not distort the growth rates.

symbolstring

latestPeriodstring

Most recent fiscal period end date

netMarginStdDevnumber nullable

Standard deviation of net margins across all available history (percentage points). Lower = more predictable earnings.

netMarginStdDevRecentnumber nullable

Standard deviation of net margins over the last 5 years (percentage points). Null if same as full history or insufficient data.

historicalMaxNetMarginnumber nullable

Highest net margin ever recorded (percentage)

Example response

{
  "symbol": "AAPL",
  "latestPeriod": "2024-09-28",
  "margins": {
    "gross": {
      "latest": 46.2,
      "threeYearAgo": 43.3,
      "direction": "expanding"
    },
    "operating": {
      "latest": 46.2,
      "threeYearAgo": 43.3,
      "direction": "expanding"
    },
    "net": {
      "latest": 46.2,
      "threeYearAgo": 43.3,
      "direction": "expanding"
    }
  },
  "netMarginStdDev": 2.3,
  "netMarginStdDevRecent": 1.1,
  "historicalMaxNetMargin": 26.3,
  "cagr": {
    "revenue3yr": 7.8,
    "revenue5yr": 9.2,
    "netIncome3yr": 5.4,
    "netIncome5yr": 10.1,
    "eps3yr": 8.6,
    "eps5yr": 12.3,
    "freeCashFlow3yr": 6.9
  },
  "quality": {
    "fcfToNetIncome": 116.1,
    "interestCoverage": 28.5,
    "debtToOperatingIncome": 0.7,
    "roe": 127.2
  }
}