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
  • Same-Day Funds
    Let's say John Doe gets paid every other Friday. His employer automatically deposits his...
  • Saturday Night Special
    Let's assume Company XYZ wants to purchase the common shares of Company 123. To...
  • Tax Home
    Let's assume John lives in Montana during the summer and Arizona during the winter. He...
  • Delivery Price
    Upon the expiration of a futures contract, the underlying commodity is delivered to the...
  • Tax Reform Act of 1993
    The Tax Reform Act of 1993 had several components that received a lot of attention. The...