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"

income-statement