Get Operating Income

[JacobPorter]

Hi,
I'm trying to figure out how to get or calculate Operating Income from the last year using edgartools. Any help is appreciated.

[dgunning]

Hi @JacobPorter, great question! There are a couple of ways to get operating income.

Quick Way — Entity Facts API

The simplest approach uses get_facts(), which hits the SEC Company Facts API:

from edgar import Company

company = Company("AAPL")
facts = company.get_facts()

# Most recent annual operating income
op_income = facts.get_operating_income()
print(op_income)  # e.g. 133050000000.0

# Specific fiscal year
op_income_2023 = facts.get_operating_income(period="2023-FY")

# Specific quarter
op_income_q1 = facts.get_operating_income(period="2024-Q1")

You can also use the generic get_concept() method:

op_income = facts.get_concept("operating_income")

From the Income Statement

If you want operating income in the context of the full income statement:

company = Company("AAPL")
financials = company.get_financials()

# Display the income statement (includes Operating Income as a line item)
income = financials.income_statement()
print(income)

# Or convert to a DataFrame
df = income.to_dataframe()

Note on Coverage

One thing to be aware of — not all companies report an OperatingIncomeLoss XBRL tag. Banks and some energy companies structure their income statements differently (e.g. JPM, GS, XOM will return None). For those, the income statement via get_financials() is the more reliable path since it shows the full statement structure.

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Based on your question, we realize this should be easier to find. We're going to look at improving discoverability here — likely adding get_operating_income() directly to the Financials class (so it sits alongside get_revenue() and get_net_income() where you'd expect it) and improving the docs around available financial metrics.

Thanks for raising this!

[JacobPorter]

This is helpful, and adding get_operating_income() would be really great!