Annual Data

Annual financial statements

One workbook per company, built from that company’s annual filings — a 10-K, or a 20-F or 40-F for a foreign private issuer. One column per fiscal year, six statements on six tabs, and every figure exactly as reported — not thousands, not millions.

Download

Click a company to read its statements in your browser, or Download Excel to take the workbook straight away — .xlsx, free, no sign-in and nothing to fill in.

… companies

Each row shows the fiscal years the workbook covers, the annual form it was built from — 10-K, or 20-F / 40-F for a foreign private issuer — and the currency the company reports in. Anything other than a 10-K in USD is marked in amber: the SEC does not translate currencies, so those figures are euros, yen or Canadian dollars as filed.

Loading…

What’s on each tab

Read Me · Balance Sheet · Income Statement · Cash Flows · Balance Sheet (Paren) · Comprehensive Income · Shareholders Equity · Master Checks · Tag Aliases · Data (long). Tabs do not all carry the same columns — a statement only gets a column for a period it actually reported. Under each period column sits an On EDGAR block linking back to the filing that column came from.

Two things to know before you read a number

Amber cells hold a value the company filed under a different XBRL concept than the row uses today; hover for the concept, or open the Tag Aliases tab. A blank early cell is usually not missing data — row structure comes from the most recent 10-K, and older filings often tagged that line under a name this workbook does not carry.

Tell me what’s wrong with them

These workbooks are a work in progress and feedback makes them better — a number that looks off, a company you need, a tab that should work differently. Email olsent@gonzaga.edu. I’d love to hear from you!