Income Statement Growth

Retrieve and analyze year-over-year growth in key income statement items 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 year-over-year growth in key income-statement items for <TICKER>, limited to <N> records and filtered by period <FY|Q>.

MCP Call:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY"
  }
}

Output Format

The agent returns a table with YoY growth percentages:

Fiscal Year	Revenue Growth (%)	Gross Profit Growth (%)	Operating Income Growth (%)	Net Income Growth (%)	EPS Diluted Growth (%)
2025	6.43	8.04	7.98	19.50	22.70
2024	2.02	6.82	7.80	-3.36	-0.82
2023	-2.80	-0.96	-4.30	-2.81	0.33
2022	7.79	11.74	9.63	5.41	8.91

Data Source: octagon-financials-agent

Key Observations Pattern

After receiving data, generate observations:

1. Growth acceleration: Identify years with strong growth across all metrics
2. Margin divergence: Note when Net Income growth differs significantly from Revenue growth
3. EPS vs Net Income: Compare EPS growth to Net Income growth (share buybacks impact)
4. Contraction periods: Flag years with negative growth and potential causes

Follow-up Queries

Based on results, suggest deeper analysis:

• "What factors contributed to the significant net income growth in [YEAR] despite moderate revenue growth?"
• "Why did net income decline in [YEAR] despite positive operating income growth?"
• "How did [COMPANY]'s cost management strategies impact gross profit trends?"

Metrics Reference

Metric	Definition
Revenue Growth	YoY change in total sales
Gross Profit Growth	YoY change in Revenue minus Cost of Goods Sold
Operating Income Growth	YoY change in income from core operations
Net Income Growth	YoY change in bottom-line profit after all expenses
EPS Diluted Growth	YoY change in earnings per share (fully diluted)

Analysis Tips

1. EPS outpacing Net Income: Indicates share buyback activity reducing share count
2. Gross Profit > Revenue growth: Margin expansion from pricing power or cost efficiency
3. Operating Income > Gross Profit growth: Operating leverage from fixed cost management
4. Net Income volatility: Often driven by one-time items, taxes, or interest expenses