Income Statement
Retrieve real-time income statement data for public companies using the Octagon Claude plugin.
Prerequisites
Ensure the Octagon Claude plugin is installed and configured in Claude Code before invoking this skill.
Query Format
Retrieve real-time income statement data for <TICKER>, limited to <N> records and filtered by period <FY|Q>.
MCP Call:
{
"server": "octagon-claude-plugin",
"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"
1---2name: income-statement-23description: 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.4---56# Income Statement78Retrieve real-time income statement data for public companies using the Octagon Claude plugin.910## Prerequisites1112Ensure the Octagon Claude plugin is installed and configured in Claude Code before invoking this skill.1314## Query Format1516```17Retrieve real-time income statement data for <TICKER>, limited to <N> records and filtered by period <FY|Q>.18```1920**MCP Call:**2122```json23{24 "server": "octagon-claude-plugin",25 "toolName": "octagon-agent",26 "arguments": {27 "prompt": "Retrieve real-time income statement data for AAPL, limited to 5 records and filtered by period FY"28 }29}30```3132## Output Format3334The agent returns a table with absolute financial figures:3536| Fiscal Year | Revenue (USD) | Net Income (USD) | EPS (Diluted) |37|-------------|---------------|------------------|---------------|38| 2025 | $416,161,000,000 | $112,010,000,000 | 7.46 |39| 2024 | $391,035,000,000 | $93,736,000,000 | 6.08 |40| 2023 | $383,285,000,000 | $96,995,000,000 | 6.13 |41| 2022 | $394,328,000,000 | $99,803,000,000 | 6.11 |42| 2021 | $365,817,000,000 | $94,680,000,000 | 5.61 |4344**Data Source:** octagon-financials-agent4546## Key Observations Pattern4748After receiving data, generate observations:49501. **Revenue trajectory**: Calculate dollar and percentage changes year-over-year512. **Net income trends**: Track profitability in absolute terms523. **EPS progression**: Note earnings per share expansion or contraction534. **Margin calculation**: Compute Net Income / Revenue for net margin545. **Scale context**: Compare figures to industry peers5556## Metrics Reference5758| Metric | Definition |59|--------|------------|60| Revenue | Total sales/top-line income for the period |61| Net Income | Bottom-line profit after all expenses and taxes |62| EPS (Diluted) | Earnings per share assuming all dilutive securities converted |6364## Analysis Tips6566### Revenue Scale67- Use to compare company size across industry68- Track absolute dollar growth, not just percentages69- Larger base requires more absolute growth to maintain % growth7071### Net Income Quality72- Compare Net Income to Operating Income for non-operating items73- Check for one-time gains/losses distorting figures74- Look for consistent growth trajectory7576### EPS Analysis77- EPS can grow faster than Net Income due to buybacks78- Compare to analyst estimates and guidance79- Check shares outstanding for context8081### Margin Calculation82Calculate from the data:83```84Net Margin = Net Income / Revenue × 10085```8687Example: $112B / $416B = 26.9% net margin8889### Period Comparisons90- FY for annual strategic view91- Q for seasonal patterns and recent trends92- Compare same periods (Q1 vs Q1) for seasonality9394## Follow-up Queries9596Based on results, suggest deeper analysis:9798- "What factors contributed to the revenue growth in [YEAR]?"99- "How does [COMPANY]'s [YEAR] net margin compare to industry peers?"100- "What are the key drivers of the EPS expansion over the [N]-year period?"101- "Retrieve quarterly income statement data for [TICKER] to see seasonal patterns"
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