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Company Research: Financial Information

Researching companies including financial data, history, and other information.

Finding Company Finanical Information (select a tab for instructions)

1. Type the name of the company in the search box

company search

2. In the result list find the Company Profile

3. Click the Financials link


select financials


1. Click on Companies/Markets (outlined in purple)

companies/markets tab

2. Click on  Company (outlined in purple)

select company

3. Search for the company

search for company

4. Select the company from the results list

5. Click on the Financial Results link (outlined in purple)

select financial results



1.  Search for the Company by Name or Ticker Symbol

2.  Select the Company from the list

3.  Click on the Financial Details tab (in blue below)

4.  Select the type of information you need

1. Search for the company


search for company



2. Click on the Company Financials tab (underneath the blue section of the company's information)

See also the Filings tab for financial information filed with the SEC


company financials tab





As Reported link data includes:

  • Annual Balance Sheet
  • Annual Income Statement
  • Annual Retained Earnings
  • Annual Cash Flow

Prelims link data includes:

  • Preliminary Annual Balance Sheet
  • Preliminary Annual Income Statement

Standardized link data includes:

  • Balance Sheet
  • Income Statement
  • Retained Earnings
  • Cash Flow
  • Common Size-BS
  • Common Size-IS

Restated link data includes:

  • Balance Sheet
  • Income Statement
  • Retained Earnings
  • Cash Flow

Ratios link data includes :

  • Profitability Ratios
  • Liquidity Indicators
  • Debt Management
  • Asset Management
  • Per Share

Analysis link data includes :

  • Income Statement
  • Balance Sheet
  • Ratio Analysis


1.  In the upper left hand corner next to Nexis Uni it says Menu with an arrow

2.  Click the arrow to see a list of choices

drop down menu

3.  From the list choose Business

4.  It will take you to the Business search screen as seen below

business search screen

6.  Click the link Company Dossier (outlined in purple above)

7.  It will take you to the Company Dossier search screen

8.  The tab for Company is the default and should have blue text (as seen below)

Find a Company search

9.  Type in the Company Name or Ticker Symbol in the appropriate box

10.  Depending on the company, you may get a list of results and need to choose your company

11.  The initial result is the Snapshot report

12.  On the left side of the screen is a list of choices

13.  Click on Financial Overview (in red below)

select financial overview

See Also SEC Filings

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