Excel Formula Reference: Income Statement

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Yahoo Finance generally provides the past 4 years of reported annual data and the last 5 quarters of quarterly data.

Excel Price Feed makes it very easy to get this data into your spreadsheet via simple Excel formulas, for annual, quarterly and trailing twelve months (TTM) data.

Yahoo Finance Excel Formulas Income Statement

Annual Income Statement Formulas

All these formulas require both a stock ticker and reporting year, for example: =EPF.Yahoo.AnnualRevenue("GOOG",2021)

Please download our example spreadsheet and select the "Financials - Income Statement" tab for an example of how these formulas are used.

Yahoo Finance Excel Formulas Annual Income Statement

Formula Description
EPF.Yahoo.AnnualRevenue Total Revenue.
EPF.Yahoo.AnnualCostOfRevenue Cost of Revenue.
EPF.Yahoo.AnnualGrossProfit Gross Profit.
EPF.Yahoo.AnnualResearchAndDevelopmentExpense Research and development expense (R&D).
EPF.Yahoo.AnnualSellingGeneralAndAdministrationExpense Selling, general and administration expenses.
EPF.Yahoo.AnnualSellingAndMarketingExpense Selling and marketing expenses.
EPF.Yahoo.AnnualTotalOperatingExpenses Total operating expenses.
EPF.Yahoo.AnnualOperatingIncome Total operating income.
EPF.Yahoo.AnnualSpecialIncomeCharges Special Income Charges.
EPF.Yahoo.AnnualRestructuringAndMergersAcquisition Restructuring & Mergers Acquisition.
EPF.Yahoo.AnnualImpairmentOfCapitalAssets Impairment of Capital Assets.
EPF.Yahoo.AnnualWriteOff Write Off.
EPF.Yahoo.AnnualOtherSpecialIncomeCharges Other Special Charges
EPF.Yahoo.AnnualInterestExpense Interest expense.
EPF.Yahoo.AnnualTotalOtherIncomeExpenseNet Total other income / expenses net.
EPF.Yahoo.AnnualPretaxIncome Pre-tax income / income before tax.
EPF.Yahoo.AnnualTaxProvision Tax provision / expense.
EPF.Yahoo.AnnualIncomeContinuingOperations Income from Continuing Operations.
EPF.Yahoo.AnnualBasicEPS Basic EPS.
EPF.Yahoo.AnnualDilutedEPS Diluted EPS.
EPF.Yahoo.AnnualBasicSharesOutstanding Basic shares outstanding.
EPF.Yahoo.AnnualDilutedSharesOutstanding Diluted shares outstanding.
EPF.Yahoo.AnnualEBITDA EBITDA.
EPF.Yahoo.AnnualEBITDANormalized Normalized EBITDA.


Quarterly Income Statement Formulas

All these formulas require both a stock ticker and reporting quarter, for example: =EPF.Yahoo.AnnualRevenue("AAPL",0)

The quarter parameter corresponds to the requested quarter, with the most recent quarter being 0, the previous quarter being 1 and so on. Yahoo Finance generally provides upto 5 quarters of historic data so the usual maximum quarter value is 4.

Please download our example spreadsheet and select the "Financials - Income Statement" tab for an example of how these formulas are used.

Yahoo Finance Excel Formulas Quarterly Income Statement

Please note due the dynamic nature of these formulas, each time the sheet is refreshed if new quarterly results are available these will be automatically populated in the relevant cells.

Formula Description
EPF.Yahoo.QuarterlyDate Quarter end date.
EPF.Yahoo.QuarterlyRevenue Total Revenue.
EPF.Yahoo.QuarterlyCostOfRevenue Cost of Revenue.
EPF.Yahoo.QuarterlyGrossProfit Gross Profit.
EPF.Yahoo.QuarterlyResearchAndDevelopmentExpense Research and development expense (R&D).
EPF.Yahoo.QuarterlySellingGeneralAndAdministrationExpense Selling, general and administration expenses.
EPF.Yahoo.QuarterlySellingAndMarketingExpense Selling and marketing expenses.
EPF.Yahoo.QuarterlyTotalOperatingExpenses Total operating expenses.
EPF.Yahoo.QuarterlyOperatingIncome Total operating income.
EPF.Yahoo.QuarterlyInterestExpense Interest expense.
EPF.Yahoo.QuarterlyTotalOtherIncomeExpenseNet Total other income / expenses net.
EPF.Yahoo.QuarterlyPretaxIncome Pre-tax income / income before tax.
EPF.Yahoo.QuarterlyTaxProvision Tax provision / expense.
EPF.Yahoo.QuarterlyIncomeContinuingOperations Income from Continuing Operations.
EPF.Yahoo.QuarterlyBasicEPS Basic EPS.
EPF.Yahoo.QuarterlyDilutedEPS Diluted EPS.
EPF.Yahoo.QuarterlyBasicSharesOutstanding Basic shares outstanding.
EPF.Yahoo.QuarterlyDilutedSharesOutstanding Diluted shares outstanding.
EPF.Yahoo.QuarterlyEBITDA EBITDA.
EPF.Yahoo.QuarterlyEBITDANormalized Normalized EBITDA.


Trailing Twelve Months (TTM) Income Statement Formulas

All these formulas require just a stock ticker, for example: =EPF.Yahoo.TTMRevenue("AAPL")

Please download our example spreadsheet and select the "Financials - Income Statement" tab for an example of how these formulas are used.

Yahoo Finance Excel Formulas TTM Income Statement

Formula Description
EPF.Yahoo.TTMRevenue Total Revenue.
EPF.Yahoo.TTMCostOfRevenue Cost of Revenue.
EPF.Yahoo.TTMGrossProfit Gross Profit.
EPF.Yahoo.TTMOperatingExpense Total operating expenses.
EPF.Yahoo.TTMResearchAndDevelopment Research and development expense (R&D).
EPF.Yahoo.TTMSellingGeneralAndAdministration Selling, general and administration expenses.
EPF.Yahoo.TTMSellingAndMarketingExpense Selling and marketing expenses.
EPF.Yahoo.TTMOperatingIncome Total operating income.
EPF.Yahoo.TTMOtherIncomeExpense Total other income / expenses net.
EPF.Yahoo.TTMPretaxIncome Pre-tax income / income before tax.
EPF.Yahoo.TTMTaxProvision Tax provision / expense.
EPF.Yahoo.TTMNetIncome Net income
EPF.Yahoo.TTMIncomeContinuousOperations Income from Continuing Operations.
EPF.Yahoo.TTMInterestExpense Interest expense.
EPF.Yahoo.TTMEBITDA EBITDA.
EPF.Yahoo.TTMNormalizedEBITDA Normalized EBITDA.