EarningReports
EarningReports(
time_provider: ITimeProvider,
security_identifier: SecurityIdentifier,
)
Bases: FundamentalTimeDependentProperty
Definition of the EarningReports class
Creates a new instance for the given time and security
period_ending_date: EarningReportsPeriodEndingDate
The exact date that is given in the financial statements for each quarter's end.
file_date: EarningReportsFileDate
Specific date on which a company released its filing to the public.
accession_number: EarningReportsAccessionNumber
The accession number is a unique number that EDGAR assigns to each submission as the submission is received.
form_type: EarningReportsFormType
The type of filing of the report: for instance, 10-K (annual report) or 10-Q (quarterly report).
period_type: EarningReportsPeriodType
The nature of the period covered by an individual set of financial results. The output can be: Quarter, Semi-annual or Annual. Assuming a 12-month fiscal year, quarter typically covers a three-month period, semi-annual a six-month period, and annual a twelve-month period. Annual could cover results collected either from preliminary results or an annual report
basic_continuous_operations: BasicContinuousOperations
Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.
basic_discontinuous_operations: BasicDiscontinuousOperations
Basic EPS from Discontinued Operations is the earnings from discontinued operations reported by the company divided by the weighted average number of common shares outstanding. This only includes gain or loss from discontinued operations.
basic_extraordinary: BasicExtraordinary
Basic EPS from the Extraordinary Gains/Losses is the earnings attributable to the gains or losses (during the reporting period) from extraordinary items divided by the weighted average number of common shares outstanding.
BasicExtraordinary was retired by Morningstar in 2026 for all periods; no replacement is available.
basic_accounting_change: BasicAccountingChange
Basic EPS from the Cumulative Effect of Accounting Change is the earnings attributable to the accounting change (during the reporting period) divided by the weighted average number of common shares outstanding.
BasicAccountingChange was retired by Morningstar in 2026 for all periods; no replacement is available.
basic_eps: BasicEPS
Basic EPS is the bottom line net income divided by the weighted average number of common shares outstanding.
diluted_continuous_operations: DilutedContinuousOperations
Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.
diluted_discontinuous_operations: (
DilutedDiscontinuousOperations
)
Diluted EPS from Discontinued Operations is the earnings from discontinued operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This only includes gain or loss from discontinued operations.
diluted_extraordinary: DilutedExtraordinary
Diluted EPS from Extraordinary Gain/Losses is the gain or loss from extraordinary items divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.
DilutedExtraordinary was retired by Morningstar in 2026 for all periods; no replacement is available.
diluted_accounting_change: DilutedAccountingChange
Diluted EPS from Cumulative Effect Accounting Changes is the earnings from accounting changes (in the reporting period) divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.
DilutedAccountingChange was retired by Morningstar in 2026 for all periods; no replacement is available.
diluted_eps: DilutedEPS
Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.
basic_average_shares: BasicAverageShares
The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. Note: If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.
diluted_average_shares: DilutedAverageShares
The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note: If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.
dividend_per_share: DividendPerShare
The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares
basic_eps_other_gains_losses: BasicEPSOtherGainsLosses
Basic EPS from the Other Gains/Losses is the earnings attributable to the other gains/losses (during the reporting period) divided by the weighted average number of common shares outstanding.
BasicEPSOtherGainsLosses was retired by Morningstar in 2026 for all periods; no replacement is available.
continuing_and_discontinued_basic_eps: (
ContinuingAndDiscontinuedBasicEPS
)
Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.
tax_loss_carryforward_basic_eps: TaxLossCarryforwardBasicEPS
The earnings attributable to the tax loss carry forward (during the reporting period).
TaxLossCarryforwardBasicEPS was retired by Morningstar in 2026 for all periods; no replacement is available.
diluted_eps_other_gains_losses: DilutedEPSOtherGainsLosses
The earnings from gains and losses (in the reporting period) divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, convertible preferred stock, etc.
DilutedEPSOtherGainsLosses was retired by Morningstar in 2026 for all periods; no replacement is available.
continuing_and_discontinued_diluted_eps: (
ContinuingAndDiscontinuedDilutedEPS
)
Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.
tax_loss_carryforward_diluted_eps: (
TaxLossCarryforwardDilutedEPS
)
The earnings from any tax loss carry forward (in the reporting period).
TaxLossCarryforwardDilutedEPS was retired by Morningstar in 2026 for all periods; no replacement is available.
normalized_basic_eps: NormalizedBasicEPS
The basic normalized earnings per share. Normalized EPS removes onetime and unusual items from EPS, to provide investors with a more accurate measure of the company's true earnings. Normalized Earnings / Basic Weighted Average Shares Outstanding.
normalized_diluted_eps: NormalizedDilutedEPS
The diluted normalized earnings per share. Normalized EPS removes onetime and unusual items from EPS, to provide investors with a more accurate measure of the company's true earnings. Normalized Earnings / Diluted Weighted Average Shares Outstanding.
total_dividend_per_share: TotalDividendPerShare
Total Dividend Per Share is cash dividends and special cash dividends paid per share over a certain period of time.
reported_normalized_basic_eps: ReportedNormalizedBasicEPS
Normalized Basic EPS as reported by the company in the financial statements.
reported_normalized_diluted_eps: (
ReportedNormalizedDilutedEPS
)
Normalized Diluted EPS as reported by the company in the financial statements.
dividend_coverage_ratio: DividendCoverageRatio
Reflects a firm's capacity to pay a dividend, and is defined as Earnings Per Share / Dividend Per Share
normalized_eps: NormalizedEPS
This data point represents earnings per share adjusted for irregular and/or non-recurring items based on CPMS (Computerized Portfolio Management Services) methodology standards. This is an analyst-screened datapoint.
capital_expenditure_per_share: CapitalExpenditurePerShare
The per share value of Capital Expenditure: This is derived using Capital Expenditure divided by the company's average shares outstanding over the accounting period. Capital Expenditure: This data point represents the calculated variant of Capital Expenditure; which includes all cash outflows made by a company to acquire or maintain fixed assets and intangibles. This is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures.
ebit_per_share: EBITPerShare
The per share value of earnings before interest and tax (EBIT). EBIT: This data point represents the earnings the company generated before paying the interest and tax expenses. This can be used to measure a company's profitability. This is calculated by using the summation of Pretax Income and Net Interest Income/Expenses.
normalized_ebit_per_share: NormalizedEBITPerShare
The per share value of normalized earnings before interest and tax (EBIT). Normalized EBIT: This represents earnings before interest and taxes adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company's profitability. This is calculated by using Earnings before Interest and Tax plus/minus any tax affected unusual items.
ebitdar_per_share: EBITDARPerShare
The per share value of earnings before interest; tax; depreciation; amortization and rent expenses (EBITDAR). EBITDAR: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses. This can be used to measure a company's profitability. This is calculated using EBITDA + Rent Expenses + Rent and Landing Fees.
normalized_ebitda_per_share: NormalizedEBITDAPerShare
The per share value of normalized earnings before interest; tax; depreciation and amortization expenses (EBITDA). Normalized EBITDA: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to fairly measure a company's profitability. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization plus/minus any unusual Items.
ebitda_per_share: EBITDAPerShare
The per share value of earnings before interest; tax; depreciation and amortization expenses (EBITDA). EBITDA: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses. This can be used to measure a company's profitability. This is calculated using EBIT + Depreciation; Amortization and Depletion.
normalized_ebitdar_per_share: NormalizedEBITDARPerShare
The per share value of normalized earnings before interest; tax; depreciation; amortization and rent expenses (EBITDAR). Normalized EBITDAR: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company's profitability. This is calculated using Earnings Before Interest; Tax; Depreciation; Amortization and Rent expenses plus/minus any unusual Items.
total_unusual_items_per_share: TotalUnusualItemsPerShare
The per share value of Total Unusual Items: This is derived using Total Unusual Items (After-Tax) divided by the company's average shares outstanding over the accounting period. Total Unusual Items (After-Tax): This data point represents the subtotal of irregular and non-recurring items (after-tax) based on CPMS (Computerized Portfolio Management Services) methodology standards.
clone(
time_provider: ITimeProvider,
) -> FundamentalTimeDependentProperty
Clones this instance