> ## Documentation Index
> Fetch the complete documentation index at: https://docs.debtstack.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Search Financials

> Query quarterly financial statements (income, balance sheet, cash flow)

## Overview

Retrieve quarterly financial statements from 10-Q and 10-K filings. Supports TTM (Trailing Twelve Months) calculations for accurate leverage ratios.

**Credits:** 1 per request

## Parameters

<ParamField query="ticker" type="string">
  Company ticker symbol (e.g., `AAPL`, `CHTR`)
</ParamField>

<ParamField query="period" type="string">
  Period type: `TTM` for trailing twelve months, or specific quarter
</ParamField>

<ParamField query="fiscal_year" type="integer">
  Filter by fiscal year (e.g., `2025`)
</ParamField>

<ParamField query="fiscal_quarter" type="integer">
  Filter by fiscal quarter (1-4)
</ParamField>

<ParamField query="format" type="string">
  Response format: `json` (default) or `csv`
</ParamField>

<ParamField query="fields" type="string">
  Comma-separated list of fields to return
</ParamField>

## Examples

### Get TTM Financials

```bash theme={null}
curl -H "X-API-Key: $DEBTSTACK_API_KEY" \
  "https://api.debtstack.ai/v1/financials?ticker=AAPL&period=TTM"
```

### Get Specific Quarter

```bash theme={null}
curl -H "X-API-Key: $DEBTSTACK_API_KEY" \
  "https://api.debtstack.ai/v1/financials?ticker=CHTR&fiscal_year=2025&fiscal_quarter=3"
```

### Compare Companies (CSV)

```bash theme={null}
curl -H "X-API-Key: $DEBTSTACK_API_KEY" \
  "https://api.debtstack.ai/v1/financials?fiscal_year=2025&fiscal_quarter=3&format=csv"
```

## Response

```json theme={null}
{
  "data": [
    {
      "ticker": "AAPL",
      "fiscal_year": 2025,
      "fiscal_quarter": 3,
      "filing_type": "10-Q",
      "period_end_date": "2025-06-30",
      "revenue": 85500000000,
      "operating_income": 23100000000,
      "net_income": 19870000000,
      "ebitda": 28500000000,
      "total_assets": 352000000000,
      "total_liabilities": 290000000000,
      "total_debt": 106500000000,
      "cash_and_equivalents": 28500000000,
      "operating_cash_flow": 24300000000,
      "capex": 2800000000,
      "free_cash_flow": 21500000000
    }
  ],
  "meta": {
    "total": 1,
    "period": "TTM"
  }
}
```

## TTM Calculation Rules

* **10-K filing**: Uses annual figures directly (already represents full year)
* **10-Q filing**: Sums trailing 4 quarters
* **Fewer than 4 quarters available**: Annualized (flagged as `is_annualized: true`)
* **No D\&A data**: Uses operating income as proxy (flagged as `ebitda_estimated: true`)

## Data Quality Metadata

Request with `include_metadata=true` to get data quality indicators:

```json theme={null}
{
  "ticker": "AAPL",
  "leverage_ratio": 0.63,
  "_metadata": {
    "leverage_data_quality": {
      "ebitda_source": "annual_10k",
      "ebitda_quarters": 4,
      "is_annualized": false,
      "ebitda_estimated": false,
      "ttm_quarters": ["2025FY"]
    }
  }
}
```