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Find Company Financial Information

What is company financial information?

Company financial information can come from various sources. Let's review the most common places to find this information.

10-K
A regulatory document that all publicly-held companies must file with the U. S. Securities & Exchange Commission; provides essential information to current and potential shareholders.
Annual Report
Produced for investors or shareholders; describes a company's financial condition and operations from the previous year. Also called a stockholder report.
Analyst Report
Guides investors on whether to invest in a company. Authored by professionals, such as investment banks or brokerage houses, they include valuable qualitative analysis.
Earnings Call
Covers company strategies and interprets financial results; provides information to investors and buy- and sell-side analysts. Usually held quarterly.

Finding Company Financial Information

How do I find 10-Ks and annual reports?

Review our Find an Annual Report guide for detailed information on finding 10-Ks and annual reports.

How do I find analyst reports?

Before you jump into analyst reports, you may find it beneficial to review the SEC's guide to Analyzing Analyst Recommendations, especially if you're new to these reports.

How do I find earnings calls?

If you're not familiar with earnings calls, Investopedia's What is an Earnings Conference Call provides a good overview of the information you'll find in these calls.

  • Company website
    Transcripts of earnings calls may be available on the company's website and are sometimes discussed in press releases.

What if I can't find any financial information on my company?

If you're struggling to find any financial information on your company, you'll want to make sure your company isn't private or foreign.

Private companies are not required to file reports with the SEC, so the amount and depth of information they disclose may be minimal. You may be able to find SEC filings regarding your company:

  • If your company merged with or was acquired by a public company, or
  • If the private company was once public.

See our Research a Private Company guide for more tips on how to research private companies.

Foreign companies often follow different regulations that may not require companies to disclose financial information publicly, and financial information for foreign companies may not be standardized or audited following U. S. generally accepted accounting principles. However, if a foreign company is listed on U.S. stock exchanges or publicly offers its securities in the United States, it must file with the SEC.

Nonprofit organizations are required to file a Form 990 with the Internal Revenue Service (IRS). See our Research a Nonprofit Organization guide for more tips on researching these organizations. 

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