What is a Quarterly Report?
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 Does a Quarterly Report Work?
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 Does a Quarterly Report Matter?
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.
Personalized Financial Plans for an Uncertain Market
In today’s uncertain market, investors are looking for answers to help them grow and protect their savings. So we partnered with Vanguard Advisers -- one of the most trusted names in finance -- to offer you a financial plan built to withstand a variety of market and economic conditions. A Vanguard advisor will craft your customized plan and then manage your savings, giving you more confidence to help you meet your goals. Click here to get started.
Read This Next
When things are better, people have more money; jobs are more secure, so they spend more and buy more...
Read More →
If you wanted to invest like the richest person in America, what would you do? Bill Gates is the richest man in America and, as of March 2013, the second-richest man in...
Read More →
The markets are unpredictable -- right? Well, taken as a whole, yes. The market is the collective action of millions of...
Read More →
With a little patience, planning, and access to a computer or smartphone you can easily save money on gas starting tomorrow. Below are seven no-brainer tips for how to save money on gas. ...
Read More →
Chances are you've seen this curious designation on a few business cards: CFA. It stands for...
Read More →
