Quarterly Data

Quarterly financial statements

The same six statements, the same outlines and the same amber tag notes — but one column per fiscal quarter instead of per fiscal year. Longer files, and a far closer look at how a line item moves.

Download

companies available. Files are .xlsx; you’ll be asked for your name and email the first time.

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Columns you may not expect

A quarterly balance sheet covers different dates than the income statement, so the tabs are not the same width. Columns labelled like FY2024 (Jun) are event dates — a one-off disclosure such as shares authorised on the day of a stock split. They are real filed figures, just not a fiscal quarter.

Signs, blanks and restatements

Values carry the sign the filing prints, so cash-flow lines appear in parentheses when they reduce cash. Blanks in early periods usually mean the line was tagged under a different XBRL concept back then, not that the number is missing. Restated periods show the most recently filed figure.

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!