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:

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"