Income Statement Growth
Retrieve and analyze year-over-year growth in key income statement items for public companies using Octagon MCP.
Prerequisites
Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
Query Format
Retrieve year-over-year growth in key income-statement items for <TICKER>, limited to <N> records and filtered by period <FY|Q>.
MCP Call:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Retrieve year-over-year growth in key income-statement items for AAPL, limited to 5 records and filtered by period FY"
}
}
Output Format
The agent returns a table with YoY growth percentages:
| Fiscal Year | Revenue Growth (%) | Gross Profit Growth (%) | Operating Income Growth (%) | Net Income Growth (%) | EPS Diluted Growth (%) |
|---|---|---|---|---|---|
| 2025 | 6.43 | 8.04 | 7.98 | 19.50 | 22.70 |
| 2024 | 2.02 | 6.82 | 7.80 | -3.36 | -0.82 |
| 2023 | -2.80 | -0.96 | -4.30 | -2.81 | 0.33 |
| 2022 | 7.79 | 11.74 | 9.63 | 5.41 | 8.91 |
Data Source: octagon-financials-agent
Key Observations Pattern
After receiving data, generate observations:
- Growth acceleration: Identify years with strong growth across all metrics
- Margin divergence: Note when Net Income growth differs significantly from Revenue growth
- EPS vs Net Income: Compare EPS growth to Net Income growth (share buybacks impact)
- Contraction periods: Flag years with negative growth and potential causes
Follow-up Queries
Based on results, suggest deeper analysis:
- "What factors contributed to the significant net income growth in [YEAR] despite moderate revenue growth?"
- "Why did net income decline in [YEAR] despite positive operating income growth?"
- "How did [COMPANY]'s cost management strategies impact gross profit trends?"
Metrics Reference
| Metric | Definition |
|---|---|
| Revenue Growth | YoY change in total sales |
| Gross Profit Growth | YoY change in Revenue minus Cost of Goods Sold |
| Operating Income Growth | YoY change in income from core operations |
| Net Income Growth | YoY change in bottom-line profit after all expenses |
| EPS Diluted Growth | YoY change in earnings per share (fully diluted) |
Analysis Tips
- EPS outpacing Net Income: Indicates share buyback activity reducing share count
- Gross Profit > Revenue growth: Margin expansion from pricing power or cost efficiency
- Operating Income > Gross Profit growth: Operating leverage from fixed cost management
- Net Income volatility: Often driven by one-time items, taxes, or interest expenses