income-statement
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
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- 270
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/octagonai/skills --skill income-statement- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads income-statement automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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 for installation instructions.
Query Format
Retrieve real-time income statement data for <TICKER>, limited to <N> records and filtered by period <FY|Q>.
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:
- Revenue trajectory: Calculate dollar and percentage changes year-over-year
- Net income trends: Track profitability in absolute terms
- EPS progression: Note earnings per share expansion or contraction
- Margin calculation: Compute Net Income / Revenue for net margin
- 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"
FAQ
What does the income-statement skill do?
Retrieve real-time income statement data including Revenue, Net Income, and EPS Diluted for public companies. Use when analyzing absolute financial figures, historical earnings, or comparing company scale across fiscal periods.
How do I install income-statement?
Run npx skills add https://github.com/octagonai/skills --skill income-statement in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/income-statement/ (personal) or .claude/skills/income-statement/ (project).
Which AI agents can use income-statement?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is income-statement safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains income-statement?
It is published by octagonai in octagonai/skills. It has 270 recorded installs.
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