> ## Documentation Index
> Fetch the complete documentation index at: https://docs.davidhf.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial statements

> Income statements, balance sheets, cash-flow statements, normalized, as-reported, and segmented.

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](/concepts/ticker-universe).

<Info>
  **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.
</Info>

## Income statements

```http theme={null}
GET /financials/income-statements
GET /financials/income-statements/as-reported
GET /financials/income-statements/segments
```

<CodeGroup>
  ```bash cURL theme={null}
  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"
  ```

  ```python Python theme={null}
  dd.financials.income_statements("AAPL", scenario_id="<id>", period="quarterly", limit=8)
  ```
</CodeGroup>

```json theme={null}
{
  "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

```http theme={null}
GET /financials/balance-sheets
GET /financials/balance-sheets/as-reported
GET /financials/balance-sheets/segments
```

<CodeGroup>
  ```bash cURL theme={null}
  curl -s "https://api.davidhf.com/financials/balance-sheets?scenario_id=<id>&ticker=AAPL&period=quarterly" \
    -H "X-API-KEY: YOUR_API_KEY"
  ```

  ```python Python theme={null}
  dd.financials.balance_sheets("AAPL", scenario_id="<id>", period="quarterly")
  ```
</CodeGroup>

```json theme={null}
{
  "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

```http theme={null}
GET /financials/cash-flow-statements
GET /financials/cash-flow-statements/as-reported
GET /financials/cash-flow-statements/segments
```

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

  ```python Python theme={null}
  dd.financials.cash_flow_statements("AAPL", scenario_id="<id>", period="quarterly")
  ```
</CodeGroup>

```json theme={null}
{
  "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

```http theme={null}
GET /financials
GET /financials/as-reported
GET /financials/segments
```

Returns all three statements per period in a single response.

<CodeGroup>
  ```bash cURL theme={null}
  curl -s "https://api.davidhf.com/financials?scenario_id=<id>&ticker=AAPL&period=quarterly&limit=4" \
    -H "X-API-KEY: YOUR_API_KEY"
  ```

  ```python Python theme={null}
  dd.financials.all_statements("AAPL", scenario_id="<id>", period="quarterly", limit=4)
  ```
</CodeGroup>

```json theme={null}
{
  "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": { "...": "..." }
    }
  ]
}
```

<Tip>
  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](/api-reference/scenarios#validation-report).
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="Financial metrics" icon="calculator" href="/api-reference/financial-metrics">
    Ratios and a market-wide metrics snapshot.
  </Card>

  <Card title="Search & screener" icon="magnifying-glass" href="/api-reference/search">
    Filter by metric and pull specific line items.
  </Card>
</CardGroup>