Extract the entity, fiscal period, quarterly revenue, net income, EPS, and the balance sheet and cash flow statements from a 10-Q quarterly report PDF.
The full guide: Quarterly revenue and EPS on an SEC 10-Q filing
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The fiscal period (Q1, Q2, Q3, or Q4), the fiscal year, and the period end date (the quarter close), alongside the entity name, the company CIK and ticker, the reporting currency, and the filing date.
Yes. The consolidated statement of operations, the balance sheets, and the statement of cash flows each come back as their own table, along with a segment revenue and operating income table and a table of changes in equity.
Total revenue, cost of revenue, gross profit, operating income, net income, and basic and diluted earnings per share for the three-month or nine-month period, plus total assets, total liabilities, stockholders equity, and the cash flow from operating, investing, and financing activities.
The business segments come back as a list of reportable-segment revenue and operating income, and the management discussion and analysis and the risk factors are returned as text.
The field set follows US-GAAP and IFRS statement concepts common to both frameworks. PDF only, up to 10MB and 100 pages, and the filing is not retained after extraction.
The tool reads a single document. The platform reads the whole estate once and keeps it queryable — the same engine, with a memory.
See PDF to Markdown if you run this for data and platform teams, or the extraction API if you are building it in.