Review the latest operating run rate
See the most recent twelve months of revenue, costs, operating profit, net income, and earnings per share in one period instead of relying only on the last completed fiscal year.
Finance Agent capability
See a Company’s Latest Twelve Months of Profitability
Pineify Finance Agent organizes a public company’s trailing-twelve-month income statement into a rolling view of revenue, costs, operating profit, net income, margin, and earnings per share. Use it to study the most recent twelve months without waiting for the next fiscal year-end and to compare how the rolling profit picture changes as a new quarter enters the window.
Opens Finance Agent with an Apple trailing-twelve-month income-statement question ready to send.
Finance Agent in actionAI TTM Income Statement Analysis
A rolling twelve-month view
Keep the latest four reported quarters in one profit view
A trailing-twelve-month view combines the latest available quarterly results into one rolling period. It keeps revenue, gross profit, operating expenses, operating income, taxes, net income, margins, and earnings per share together, even when the company is between fiscal year-ends.
Successive TTM snapshots usually share three quarters. A change between them therefore reflects the newest quarter entering the window and the oldest quarter leaving it, not two independent twelve-month periods. The underlying quarterly statements are essential for explaining the difference.
Use cases
Ways to use a TTM income statement
Compare rolling profit snapshots
Examine consecutive TTM periods to see whether the company’s top line, cost structure, operating profit, net income, or per-share results are moving differently.
Prepare cross-calendar research
Use a common recent-twelve-month lens when companies have different fiscal year-ends, then verify currencies, accounting policies, period lengths, and constituent quarters before comparing them.
Prompt examples
TTM income-statement questions you can ask Finance Agent
“Show Apple’s latest two available trailing-twelve-month income statements. Keep the period end date, fiscal year label, revenue, cost of revenue, gross profit, R&D, SG&A, operating expenses, operating income, EBITDA, EBIT, taxes, net income, basic and diluted EPS, net margin, filing date, and currency together for each TTM snapshot.”“Compare Microsoft’s two latest available TTM income statements. Explain how revenue, gross profit, operating income, net income, and diluted EPS changed between the rolling periods, then identify the entering and leaving quarters I should inspect.”“Review NVIDIA’s latest two available TTM income statements. Identify whether costs or operating expenses changed differently from revenue, compare the displayed profit margins, and list the filings, cash-flow items, and accounting details I should verify.”
FAQ
Questions about TTM income statements
TTM means trailing twelve months. It combines the latest available quarterly results into a rolling twelve-month view that updates as each new quarter is reported.
An annual statement covers the company’s completed fiscal year. A TTM view covers the latest twelve months available at a given date, which can include quarters from two fiscal years and may be constructed rather than separately filed.
Each new TTM window normally keeps three of the same quarters, adds the newest quarter, and drops the oldest. Compare those entering and leaving quarters to understand why the rolling total changed.
Do not assume the TTM total is a separately audited company statement. It can be assembled from reported quarters and organized into standardized line items, so verify the source filings, definitions, amendments, and any restatements.
A TTM view can reduce the timing gap between completed fiscal years, but it does not make companies automatically comparable. Check currencies, accounting policies, seasonality, period lengths, acquisitions, and business mix first.
No. A positive net margin only shows that net income was positive relative to revenue in that rolling period. It does not measure valuation, cash quality, balance-sheet risk, durability, or future returns.
Turn the latest twelve months into focused due diligence
Use the rolling totals to identify what changed, then inspect the entering and leaving quarters, filings, accounting choices, cash flow, balance sheet, and segment results before drawing a conclusion.
Open Finance AgentFor informational and research use only. No output is investment advice or a guarantee of future performance.