Financial statements

David serves the three core financial statements for every operating company, in three shapes:

Normalized: canonical line items, easiest to compute on.
As-reported: the statement projected into a source-style tree.
Segmented: broken out by business/geographic segment.

A combined /financials family returns all three statements together. Non-operating instruments (ETFs, warrants, …) return empty lists. See Ticker universe.

Shared parameters. Every endpoint on this page accepts scenario_id (required), ticker (required), period (quarterly | annual | ttm; default quarterly), limit (default 8, max 100), and offset (default 0). The normalized statement endpoints also accept report_period_gte and report_period_lte to filter by fiscal period.

Income statements

GET /financials/income-statements
GET /financials/income-statements/as-reported
GET /financials/income-statements/segments

curl -s "https://api.davidhf.com/financials/income-statements?scenario_id=<id>&ticker=AAPL&period=quarterly&limit=8" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.income_statements("AAPL", scenario_id="<id>", period="quarterly", limit=8)

{
  "income_statements": [
    {
      "ticker": "AAPL",
      "report_period": "2026-03-31",
      "fiscal_period": "Q1",
      "period": "quarterly",
      "currency": "USD",
      "accession_number": "0000320193-26-000012",
      "filing_url": "https://.../",
      "revenue": 124300000000,
      "gross_profit": 56200000000,
      "operating_income": 38900000000,
      "net_income": 33700000000,
      "earnings_per_share": 2.18
    }
  ]
}

The /as-reported variant returns the statement as a source-style line-item tree; /segments breaks revenue and profit out by segment.

Balance sheets

GET /financials/balance-sheets
GET /financials/balance-sheets/as-reported
GET /financials/balance-sheets/segments

curl -s "https://api.davidhf.com/financials/balance-sheets?scenario_id=<id>&ticker=AAPL&period=quarterly" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.balance_sheets("AAPL", scenario_id="<id>", period="quarterly")

{
  "balance_sheets": [
    {
      "ticker": "AAPL",
      "report_period": "2026-03-31",
      "fiscal_period": "Q1",
      "period": "quarterly",
      "currency": "USD",
      "total_assets": 352000000000,
      "total_liabilities": 287000000000,
      "shareholders_equity": 65000000000
    }
  ]
}

Cash-flow statements

GET /financials/cash-flow-statements
GET /financials/cash-flow-statements/as-reported
GET /financials/cash-flow-statements/segments

curl -s "https://api.davidhf.com/financials/cash-flow-statements?scenario_id=<id>&ticker=AAPL&period=quarterly" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.cash_flow_statements("AAPL", scenario_id="<id>", period="quarterly")

{
  "cash_flow_statements": [
    {
      "ticker": "AAPL",
      "report_period": "2026-03-31",
      "operating_cash_flow": 41200000000,
      "investing_cash_flow": -3100000000,
      "financing_cash_flow": -28400000000,
      "free_cash_flow": 38100000000
    }
  ]
}

All statements combined

GET /financials
GET /financials/as-reported
GET /financials/segments

Returns all three statements per period in a single response.

curl -s "https://api.davidhf.com/financials?scenario_id=<id>&ticker=AAPL&period=quarterly&limit=4" \
  -H "X-API-KEY: YOUR_API_KEY"

dd.financials.all_statements("AAPL", scenario_id="<id>", period="quarterly", limit=4)

{
  "financials": [
    {
      "ticker": "AAPL",
      "report_period": "2026-03-31",
      "fiscal_period": "Q1",
      "period": "quarterly",
      "currency": "USD",
      "income_statement": { "revenue": 124300000000, "...": "..." },
      "balance_sheet": { "total_assets": 352000000000, "...": "..." },
      "cash_flow_statement": { "operating_cash_flow": 41200000000, "...": "..." },
      "metadata": { "...": "..." }
    }
  ]
}

Statements satisfy accounting identities by construction: the balance sheet balances, cash reconciles, and EPS ties out. These checks appear in each scenario’s validation report.

Financial metrics

Ratios and a market-wide metrics snapshot.

Search & screener

Filter by metric and pull specific line items.

Overview

Scenarios

Company

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Financials

Earnings & estimates

Disclosures

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Market & macro

Financial statements

Income statements

Balance sheets

Cash-flow statements

All statements combined

Financial metrics

Search & screener

​Income statements

​Balance sheets

​Cash-flow statements

​All statements combined

​Related

Financial metrics

Search & screener

Income statements

Balance sheets

Cash-flow statements

All statements combined

Related