How to Obtain a Company's Detailed Financial Statements

The U.S. Securities and Exchange Commission oversees public companies' financial disclosures.
The U.S. Securities and Exchange Commission oversees public companies' financial disclosures. (Image: Chip Somodevilla/Getty Images News/Getty Images)

A company’s financial statements provide detailed financial and other information about the business. You can find a public company’s financial statements for free on the U.S. Securities and Exchange Commission’s EDGAR online database. U.S. public companies must file a quarterly report called a Form 10-Q three times a year, and an annual report called a Form 10-K after the end of its fiscal year. Each 10-Q contains quarterly financial statements for its respective reporting period — the first, second and third quarters — and the 10-K contains fourth-quarter and annual financial statements. Both reports include management’s discussion and analysis of a company’s performance and other relevant material information.

Determine a company’s stock ticker symbol from a financial website that reports stock quotes. A stock’s ticker symbol is one or more letters long and is often an abbreviation of a company’s name, or relates to the company’s business. For example, XYZ Company’s ticker symbol may be "XYZ;" or a company that makes tea may have a ticker symbol of "TEA."

Visit the Company Search page of the EDGAR online database. Type the company’s ticker symbol in the box called "CIK or Ticker Symbol." Alternatively, type the company’s name in the box labeled "Company name."

Click "Find Companies." This provides a list of a company’s filings with the SEC.

Type "10-Q" in the box labeled "Filing Type," then click "Search." This provides a list of the company’s 10-Q filings.

Click the "Documents" button for the 10-Q you want to view. This provides a list of files related to the selected 10-Q filing.

Click the red document name in the "Document" column next to the description, typically called "FORM 10-Q." This provides the company’s 10-Q.

Scroll through the 10-Q to find the company’s financial statements, such as the income statement, balance sheet and cash flow statement.

Repeat Steps 5 through 9, substituting "10-K" for "10-Q," to find a company’s financial statements in its 10-K.

Tips & Warnings

  • You can also call or write to a company’s Investor Relations department directly to request a copy of its most recent 10-K annual report be sent by mail.
  • Some public companies also provide their financial statements in the "Investor Relations" section of their websites.
  • Private company financial statements are typically unavailable to the public because private companies aren’t required to file financial reports with the SEC. Any financial information a private company provides to the public is typically limited.
  • A company’s quarterly financial statements in its 10-Qs are unaudited and not reviewed by a third party for accuracy, but financial statements in its 10-K are audited.

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