Investing Answers Building and Protecting Your Wealth through Education Publisher of The Next Banks That Could Fail
Investing Answers Building and Protecting Your Wealth through Education Publisher of The Next Banks That Could Fail

Quarterly Report

What it is:

A quarterly report is a set of financial statements issued by a company every three months. Public companies in the United States file this report via the Securities and Exchange Commission (SEC) Form 10-Q.

How it works (Example):

A quarterly report for a public company typically includes an income statement, balance sheet, and cash flow statement for the quarter and the year-to-date (YTD), as well as comparative results for the prior year. Quarterly reports also include a discussion and analysis of the company's financial condition, disclosures about risk factors that may affect the value of the company, a discussion of matters submitted to a vote by shareholders during the quarter; and any other pertinent information related to the company and its business.

Generally, quarters end in March, June, September, and December, and quarterly reports are filed a few weeks later.

Why it Matters:

Quarterly reports help investors take the pulse of public companies. By comparing the quarterly information to the previous year's information for the same quarter, investors can get rich insight into a business's performance and growth. Furthermore, quarterly reports help investors predict future earnings potential, which is highly correlated to a company's share price.

Related Terms View All
  • Jekyll and Hyde
    Let's say Company XYZ reports a profit in the first quarter of 5 cents per share. In the...
  • Vest Fleece
    For example, let's assume that John Doe receives options to buy 2,000 shares of Company...
  • National Association of Insurance and Financial Advisors (NAIFA)
    Founded in 1890, the organization originally was called The National Association of Life...
  • Old Lady
    The Bank of England is the United Kingdom's central bank, meaning that it is a bank for...
  • Hazard Insurance
    Let's say John Doe borrows $100,000 to buy a house. Company XYZ lends him the money and...